- Fidelity TalentSource LLC (New York, NY)
- …do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.The ... services or a related field, 10+ years preferred.Required: 3-5 years of financial planning experience, 5+ years preferredProven track record of high client… more
- Beacon Hill (New York, NY)
- …requires an individual with a strong focus on customer service and membership management , capable of effectively interacting with members in person, over the phone, ... hours on evenings and weekends, as necessaryTake the lead in planning and executing events, including overseeing evening events onsiteMonitor event registration… more
- Beacon Hill (New York, NY)
- Investment management firm located in Hudson Square, Manhattan is seeking to hire a Temporary Office Coordinator to support the office. This position will start by ... place orders, and restock all office and pantry suppliesAssist with company event planning ie booking venues, arranging catering orders, decor, etc and assist with… more
- Marsh & McLennan Companies (West Islip, NY)
- …across all levels of a large corporate organization. What makes you stand out: Strong financial management skills; ability to develop and lead the practice 's ... As a global leader in insurance broking and risk management , Marsh helps clients succeed by defining, designing, and...and maximizes revenue and net operating income within the practice to drive financial results of the… more
- Montefiore Medical Center (Yonkers, NY)
- … management .* Assist the Director of Nursing Services in planning , developing, organizing, implementing, evaluating, and directing the day-to-day functions of ... build on this momentum, we continue to advance the practice of medicine and set the standard for excellence.The...are expected to have a strong background in nursing management , excellent leadership skills, and a commitment to upholding… more
- VNS Health (Manhattan, NY)
- …Experience:Minimum of three years of clinical experience requiredExperience in case management , administration or discharge planning experience in a hospital ... Life and Disability Employer-matched retirement saving funds Personal and financial wellness programs Pre-tax flexible spending accounts (FSAs) for healthcare… more
- VNS Health (Manhattan, NY)
- …Life and Disability Employer-matched retirement saving funds Personal and financial wellness programs Pre-tax flexible spending accounts (FSAs) for healthcare ... days per week in the office)What You Will DoDrives the strategic planning process for Behavioral Health (BH) services, identifying opportunities for differentiation… more
- VNS Health (Queens, NY)
- …learning activities which include topics such as critical thinking, evidence-based best practice assessments, care planning , and evaluation of careShadow RNs to ... Life and Disability Employer-matched retirement saving funds Personal and financial wellness programs Pre-tax flexible spending accounts (FSAs) for healthcare… more
- Morgan Stanley (New York, NY)
- …personal lifestyles, perspectives and needs is an important part of our culture. The Financial Planning Practice Management (FPPM) team serves as ... Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management * **Title:** * Financial Planning Practice Management Specialist* **Location:**… more
- JPMorgan Chase (Mineola, NY)
- …develop Financial Advisors. You will coach Business Development, Business Management , Financial Planning , Investment Acumen, Relationship Management ... results. **Job Responsibilities** + Deliver key practice management concepts and tools to financial advisors...ability to effectively partner with others + Expertise in Financial Planning and delivering a goals-based approach… more
- TD Bank (New York, NY)
- …to help communicate our investment process and philosophy and provide advice around financial planning , investment management and annuity / insurance ... management , annuities and the adoption and use of Planning tools to achieve financial targets. The...sales development and product enhancements + Works with Wealth Practice Management to develop and reinforce advisor… more
- SMBC (New York, NY)
- …SMBC offers a competitive portfolio of benefits to its employees. **Overview - Financial Planning & Analysis (VP)** We are seeking an experienced finance ... to senior management . Scope of responsibility includes driving execution and management of key initiatives inclusive of financial and management … more
- International Rescue Committee (New York, NY)
- …to effectively engage with and influence stakeholders at various levels * Financial management skills, including budgeting and resource allocation Qualities: * ... and networks. In line with Strategy100, the Climate Global Practice Lead will lead strategic planning for...and other risk drivers * Strong strategic thinking, change management and planning skills, with the ability… more
- Deloitte (Stamford, CT)
- …Our wealth management clients provide direct-to-consumer investment advice and management , financial planning , asset protection, risk transfer services, ... Financial Services Risk Management Senior Consultant...custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice : Our Wealth Management… more
- JS Held LLC (New York, NY)
- …sense of community and inspiring our people to achieve results that exceed goals. Practice Description: Phoenix Management , a part of JS Held's Global Turnaround ... Practice provides companies and their investors, legal counsel, financial institutions, with the information required to make well-informed business decisions.… more
- VNS Health (Manhattan, NY)
- …ordering treatments and DME, preventative health maintenance activities, care management , referrals, discharge planning , counseling and patient education. ... OverviewVNS Health Advanced Practice Team Supervisors bring Nurse Practitioner expertise to...Disability + Employer-matched retirement saving funds + Personal and financial wellness programs + Pre-tax flexible spending accounts (FSAs)… more
- KPMG (Stamford, CT)
- … practice . Responsibilities: + Lead Workday EPM / Adaptive Planning projects involving strategy, implementation support, and Enterprise Performance Management ... **Business Title:** Manager, Workday Adaptive Planning Lead **Requisition Number:** 116905 - 20 **Function:**...on assigned engagements + Manage engagements according to KPMGs financial /cost management policies + Act with integrity,… more
- Morgan Stanley (Purchase, NY)
- …its clients including brokerage, investment advisory, financial and wealth planning , credit and lending, deposits and cash management , annuities, insurance, ... business segments-Institutional Securities, Wealth Management (WM), and Asset Management . Morgan Stanley provides comprehensive financial advice and services… more
- Bank of America (Stamford, CT)
- … Planning and Development + Written Communications + Executive Presence + Financial Management + Internal Audit Review + Workforce Diversity Management ... are guided by a common purpose to help make financial lives better through the power of every connection....Corporate Audit and executing on personnel, communication, and expense management activities. Key responsibilities include planning and… more
- WSP USA (New York, NY)
- …to equitable transportation development and construction, transportation demand management , mobility planning , multimodal access, surface transportation, ... plan for future needs affecting equitable development, construction, transportation demand management , mobility planning , and multimodal access. + Prepare data… more
