- Citigroup (New York, NY)
- The Advanced Financial Planning Strategist is a financial planning professional who closely follows the latest trends in their field and adapts ... information and strategy. **Responsibilities:** The Citi Personal Wealth Management (CPWM) Advanced Financial Planning Strategist will report to the… more
- City National Bank (New York, NY)
- …Degree (JD or CPA or Masters in Tax/Accounting/Business ) * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience within ... Work with Senior Wealth Strategist and Wealth Strategist in developing integrated estate and financial ...events (both in-person and virtual) to educate prospective clients, financial advisors, and COIs on the various planning… more
- Jacobs (New York, NY)
- …relationships with key clients and/or teaming partners in aligned accounts. * Advanced proficiency in using Salesforce for account planning and opportunity ... Jacobs Cities and Places East Region is seeking a highly motivated Account Strategist (AStrat) to support the implementation of the market growth strategy. This… more
- Capgemini (New York, NY)
- …businesses, people and planet._ **YOUR ROLE** _We are looking for a Senior Strategist with expertise in commercial strategy and a passion for creating sustainable ... development, account growth, or client relationship management in sustainability, net zero planning , or a related field with 5 years of experience in consulting… more
- Arrow Electronics (Melville, NY)
- …Marketing Strategist - Citrix **Job Description:** The Global Marketing Strategist oversees marketing strategy development and campaign planning / execution ... for regular communication of results to global stakeholders. + Uses advanced understanding of Citrix go-to-market strategies, product positioning and messaging and… more
- City of New York (New York, NY)
- …on grants. Host regular meetings to update managers/directors on staffing allocation and financial updates. Assists in the planning of budgetary needs by ... organizations to implement evidence based strategies; leveraging information to support planning and technical assistance for providers and payers; advancing policy… more
- City of New York (New York, NY)
- …organizations to implement evidence based strategies, leveraging information to support planning and technical assistance for providers and payers; advancing policy ... organizations to implement evidence based strategies, leveraging information to support planning and technical assistance for providers and payers; advancing policy… more
- KeyBank (Syracuse, NY)
- …(CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- City of New York (New York, NY)
- …development and learning. Reporting to the Director of Administration and Strategic Planning the Deputy Director will measure and monitor the achievement of ... TO: - Provide leadership and general direction to bureau personnel in planning , conducting, and coordinating specific evaluation or research projects. - Prepare… more
- City of New York (New York, NY)
- …Capability Development for the Bureau- - Guide capability development in advanced analytics ensuring capabilities are aligned with organization needs and data ... per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's...and social justice initiatives. As the primary population health strategist and policy authority for NYC, with a rich… more
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