- Stony Brook University (Stony Brook, NY)
- Senior Financial Aid Advisor for RSOM **Required Qualifications (as evidenced by an attached resume):** Bachelor's degree (foreign equivalent or higher). Two (2) ... years of full-time Administrative experience. Financial Aid and customer service experience. Microsoft and/or Google proficiency. **Preferred Qualifications:**… more
- Stony Brook University (Stony Brook, NY)
- Academic and Financial Wellness Advisor **Required Qualifications (as evidenced by an attached resume):** Bachelor's Degree (foreign equivalent or higher). Two ... used in large organizations. **Brief Description of Duties:** The Academic and Financial Wellness Advisor will serve as a key liaison between the Financial … more
- Stony Brook University (Stony Brook, NY)
- …of health and mental health; structural racism; environmental justice; financial well-being; education; immigration, behavioral health and addictions; among other ... evaluate, and develop student placements; and serve as a liaison and advisor to students and agencies. Responsibilities also include attending student academic… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …this role, you will collaborate with executive leadership, serving as a trusted financial advisor and thought leader in growth and business development ... initiatives. You will drive all financial efforts for a diverse portfolio of business development...projects, joint ventures, partnerships, and affiliations. Key Responsibilities: + ** Financial Business Development** : + Provide financial … more
- NetApp (New York, NY)
- …Candidate must reside in or around New York City.** **Industries: Financial Services** **Job Overview** **The ideal candidate profile:** Customer Obsession + ... implementation and delivery of solutions, acting as a trusted advisor to clients throughout the overall solution lifecycle. +...legal services, and access to discounts. Finally, we provide financial savings programs to help you plan for your… more
- DWS Group (New York, NY)
- …role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to ... Anti-Bribery and Corruption (ABC) and Anti-Fraud (collectively referred to as Anti- Financial Crime) prevention. The DWS Management and all employees are required… more
- DWS Group (New York, NY)
- …role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to ... division at RREEF Management, LLC, a Real Estate investment advisor , which is a wholly owned subsidiary of DWS....owned subsidiary of DWS. IAO is responsible for the financial reporting and certain operational aspects for investment vehicles… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- NextMed (New York, NY)
- …and maintain strong relationships with new doctor clients. Act as a trusted advisor to understand their needs and provide solutions that enhance their practice. ... skills with the ability to build rapport and trust with medical professionals. Financial Skills: Must possess the ability to read, analyze and present financial… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client experience ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis...of proven client service/support or related experience in the financial services industry + An undergraduate degree and Series… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** Client Reporting + Assist generating… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and… more
- DWS Group (New York, NY)
- …role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to ... and brand within partner firms. Secure, interpret and distribute advisor data to help inform areas of focus. Your...of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay… more
- Neuberger Berman (New York, NY)
- …Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group ... internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing… more
- LiveRamp (New York, NY)
- …adoption of LiveRamp's ad tech solutions, serving as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and ... ad tech solutions. In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll help customers activate… more
- Principal Financial Group (New York, NY)
- …with Sales in managing and expanding relationships, serving as a strategic advisor . Develop and deliver high-impact client presentations. + Provide expertise across ... Principal Asset Management is the global investment solutions business for Principal Financial Group(R) (Nasdaq: PFG), managing about $580 billion in assets and over… more
- SMBC (New York, NY)
- 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, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...technology related risks. + Ability to act as trusted advisor to senior management using discretion and sound judgment… more
- Principal Financial Group (New York, NY)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and...by one common purpose: to foster a world where financial security is accessible to all. And our success… more
- Fannie Mae (New York, NY)
- …with and influencing clients. * Experience with building trusted advisor relationships. Desired Experience * In-house legal department experience, including ... benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here . Requisition compensation: 196000 to 264000… more
- Edward Jones (Patchogue, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
