- Publicis Groupe (New York, NY)
- …Addressable TV and CTV video. We are looking for a talented and highly motivated Senior Planner to join our Investment team and support the development ... an omnichannel activation powerhouse that drives smart application of investment through leveraging scale, marketplace innovation, deeper partnerships and knowledge.… more
- Bank of America (New York, NY)
- …to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Neuberger Berman (New York, NY)
- …member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of trust ... with complex client relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and external experts… more
- Microsoft Corporation (New York, NY)
- …as well as driving growth through audience specific offers and experiences. We are seeking a Senior Business Planner to join this exciting team! As a Senior ... diverse perspective, and ensuring clear roles and responsibilities and accountability. As a Senior Business Planner at Microsoft you will have opportunities to… more
- City of New York (New York, NY)
- …to staff and the Associate Commissioner of Neighborhood Strategies. Your Impact: As a Senior Borough Planner on the Manhattan Planning team within the Division ... billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in...and effective manner. Your Responsibilities: Selected duties for the Senior Borough Planner include: - Shepherding a… more
- JPMorgan Chase (New York, NY)
- Join our Team as a Senior Planner to help coordinate events in the Firms Client Center As a Senior Planner in Amenity Services at JPMorgan Chase, you ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- City of New York (New York, NY)
- …options across the five boroughs. They place special emphasis on Priority Investment Areas, mode shift, and reimagining streets. The office also develops innovative ... of a city agency. SFU is seeking an Operations Planner to aid in asset management of assets such...and barriers. The candidate will report to the SFU's Senior Operations Manager and help with community engagement, data… more
- Publicis Groupe (New York, NY)
- …just media metrics, that will have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for our clients, but for our ... of contact for clients on requests and questions. + Oversee and manage Planner and Associate Planner and day-to-day operations, including prioritization of… more
- Deloitte (New York, NY)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... career for you! What you'll do As a Tax Senior you will work within an engagement team and...taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues… more
- Deloitte (New York, NY)
- …process for real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, ... 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
- Deloitte (New York, NY)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%,… more
- Deloitte (New York, NY)
- …for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues ... to identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal… more
- Teva Pharmaceuticals (Parsippany, NJ)
- Senior Manager, Market Supply Planning and New Product Launch - Parsipanny, NJ (Hybrid) Date: Sep 30, 2025 Location: Parsippany, United States, New Jersey, 07054 ... growing both our generic and specialty medicines business through investment in research and development, marketing, business development and innovation.… more
- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as ... developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning advice… more
- JPMorgan Chase (New York, NY)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients. **Job… more
- Citigroup (New York, NY)
- …with all the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital representative to help provide ... these solutions to our clients.** **Responsibilities:** **Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans**… more
- TD Bank (New York, NY)
- …mail), then represented owned digital properties (on-site and mobile app). The planner may support additional programs in paid digital channels or other consumer ... compelling business context and advice; influences and gains alignment across increasingly senior stakeholders + Works autonomously as the lead and guides others… more