- 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
- Akin Gump Strauss Hauer & Feld LLP (New York, NY)
- …Europe, Asia and the Middle East. We are currently seeking a Director of Practice Management - Financial Restructuring ("Director") in the Client Value ... & Practice Management department, reporting to the Chief Practice ...solutions to Practice Leaders. + Collaborate with Financial Planning & Analysis and Client Value… more
- Simpson Thacher & Bartlett LLP (New York, NY)
- …with an emphasis on practice management , operations, legal project management , client relationship management , and financial management , in ... Description/Job Summary The Director of Practice Management will serve as a...Counsel) to support the PG's strategic initiatives, business operations, financial profitability, resource management , and more. Responsibilities/Duties… more
- WTW (New York, NY)
- …institutions, vendors, and regulatory agencies around the world. This role resides in our Financial Planning & Analysis (FP&A) Practice within Health Wealth ... North America EX and W&R business leaders in the financial management of the geography by driving...interpretation to support business leadership in the understanding of financial results. + Lead annual planning process… more
- Catholic Health Services (Melville, NY)
- …experience in a physician or hospital setting required; experience in off-site practice management preferred. Extensive knowledge of physician practice ... appropriate flow of data to ensure timely and appropriate management of clinical and financial issues. Demonstrates...standards. Extensive experience in the knowledge and use of practice management system(s). Salary Range USD $120,000.00… more
- SMBC (Jersey City, NJ)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- Deloitte (New York, NY)
- …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
- Deloitte (New York, NY)
- …Our wealth management clients provide direct-to-consumer investment advice and management , financial planning , asset protection, risk transfer services, ... Financial Services Risk Management Consultant As...custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice : Our Wealth Management… 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
- Lincoln Financial Group (New York, NY)
- …#:** 73198 **The Role at a Glance** As an Analyst on the Capital Planning and Liquidity Strategy Team you will provide subject matter expertise and direction on ... business areas to compile the data needed to advise management on capital and liquidity. In addition, you will...you'll be doing** * Create robust, organized, and detailed financial models that: o Advise on key business strategy… more
- Bank of America (New York, NY)
- …(FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk management requirements. The Global Financial Crimes ("GFC") Manager - ... risks are appropriately addressed + Produces and/or oversees independent financial crimes risk management reporting to Global...Issue Management + Policies, Procedures, and Guidelines Management + Strategy Planning and Development +… more
- KPMG (New York, NY)
- … practice . Responsibilities: + Lead Adaptive Insights EPM / Planning projects involving strategy, implementation support, and Enterprise Resource Planning ... **Business Title:** Sr Associate, Workday Adaptive Planning Integration Lead **Requisition Number:** 110027 - 68...on assigned engagements + Manage engagements according to KPMGs financial /cost management policies Qualifications: + Minimum of… more
- Amazon (New York, NY)
- …related field - 5+ years' experience in a business/channel/sales strategy, operations and planning , or project and/or program management , or similar role within ... and cross-functional role, working with the leadership, strategy, and planning of APO Tech business priorities. You are a...a hands-on business partner to an innovation and execution practice within APO Tech, executing across four key business… more
- Amazon (New York, NY)
- …experienced candidate to lead the global strategy for delivery and execution of business planning between AWS and our partner community. Business planning is a ... on goals, go-to-market, and strategy of the partnership. As the Global APN Business Planning Leader, you will own the strategic vision for the business planning ,… more
- Bank of America (New York, NY)
- Consumer Product Strategy Analyst III - Capacity Planning Analysis Phoenix, Arizona;Belfast, Maine; Plano, Texas; Richmond, Virginia; Fort Worth, Texas; New York, ... are guided by a common purpose to help make financial lives better through the power of every connection....and Finance. Key priorities for the team are expense management , automation of processes and appropriate staffing of both… more
- Bank of America (Garden City, NY)
- …banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs ... its kind in the world specializing in goals-based wealth management , including planning for retirement, education, legacy,...have at least 5+ years of experience as a Financial Advisor with a transportable practice , a… more
- JPMorgan Chase (Jersey City, NJ)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a ... leadership team + Provide reporting and complex analyses to help senior management make strategic business decisions and to influence how the tools supporting… more
- Bank of America (Garden City, NY)
- …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Western Long Island Garden...clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth… more
- Bank of America (Stamford, CT)
- …advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory ... client development + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor… more
- Charles Schwab (New York, NY)
- …Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients...manage wealth on behalf of our clients including: Retirement Planning , Education Planning , Investment Management ,… more