- Neuberger Berman (New York, NY)
- …clients of the firm. Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building ... presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers by providing subject matter… 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, ... **Responsibilities:** + Collaborate closely with project team members and senior business and technology stakeholders to understand business challenges and… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …our patients, employees, and communities. We are currently hiring for the ** Senior Director, Finance, Business Development** position. In 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… more
- SMBC (New York, NY)
- …to identify and assess technology related risks. + Ability to act as trusted advisor to senior management using discretion and sound judgment in identifying, ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Overview** SMBC is seeking an experienced… more
- Citigroup (New York, NY)
- …ambassador for the CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment ... **Be a strategic partner** **to broader CIO Team** (research, portfolio management, the Lab, product) on messaging, advisor...the Global Investment Committee** , a management team of senior thought leaders who provide the strategic and tactical… more
- SAP (New York, NY)
- …New York SAP, a global leader in enterprise software, is seeking a highly skilled Senior Solution Advisor - SAP Finance Solutions, BRIM & CPQ Domain Expert to ... Innovation Management (BRIM) and Configure, Price, Quote (CPQ) solutions. As a trusted advisor , you will engage C-level executives and senior stakeholders, align… more
- City of New York (New York, NY)
- …You'll Solve This position is based out of the Albany, NY Office. The Senior Advisor will be assigned a portfolio of City agencies and be responsible for all ... activity, hearings and member requests related to the specific agencies. The Senior Advisor will act as a liaison between the Mayor's Office, agencies, and… more
- Citigroup (Huntington, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many… more
- SAP (New York, NY)
- …SAP Cloud applications and technologies. That's where YOU come in As the Solution Advisor (SA), you will be the go-to person for any solution or product questions ... in enabling them to articulate a clear value proposition around our solution portfolio . + Engage with our sales and demand organizations to provide solution… more
- Dow Jones (New York, NY)
- Summer 2026 Internship - Barron's Advisor Intern Application Deadline: November 14, 2025 We encourage you to submit your application as early as possible, as ... and today operates one of the world's largest news-gathering networks. Our portfolio includes leading publications and products such as The Wall Street Journal,… more
- KeyBank (Tarrytown, NY)
- …growth goals. **ESSENTIAL JOB FUNCTIONS** **Advisory** + Responsible for overall portfolio construction and investment strategy needs of clients. + Reviews, monitors ... and modifies investment portfolio construction in accordance with client objectives and investment...aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors… more
- JPMorgan Chase (New York, NY)
- …engaging digital experience for our clients. + Significantly enhance the JPMorgan advisor 's experience and their ability to service clients by seamlessly blending ... alternatives with traditional asset classes including portfolio planning tools, performance reporting, and marketing of new opportunities. We are early in our… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and ... clients, at discretion of lead Financial Advisors. * Prepares presentations, portfolio /equity analyses, and proposals for High Net Worth and institutional clients… more
- Publicis Groupe (New York, NY)
- **Overview** **How You'll Make an Impact** We are seeking a senior individual contributor to serve as the sole leader of user experience and product design across ... in B2B SaaS, martech, or ecommerce + Strong design portfolio that shows a balance of UX thinking, visual...engagement across paid, owned and earned channels. Epsilon's comprehensive portfolio of capabilities across our suite of digital media,… more
- Wells Fargo (New York, NY)
- …opportunity to oversee a high-performing team of product specialists managing a portfolio of clients that utilize Key Account Purchase and Supplier Finance ... bank. **In this role, you will:** + Lead KAP and SF product specialist/ portfolio management teams by making strategic decisions to resolve highly complex issues to… more
- KeyBank (Tarrytown, NY)
- …Cleveland Ohio COMMERCIAL PM TEAM IS GROWING **Job Summary** The VP, Portfolio Management is an individual contributor responsible for performing financial analysis ... ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating… more
- Celestica (New York, NY)
- …partnership with the business development team + Establishes long term strategic senior level relationships with customers. + Identifies influencers and key decision ... and services. + Specifically positioned to build Celestica's image as a trusted advisor and promote Celestica value proposition and related roadmap portfolio . +… more
- CBRE (New York, NY)
- Senior Alliance Director, Global - Talent Community Job ID 210510 Posted 10-Mar-2025 Role type Full-time Areas of Interest Facilities Management, Project Management, ... Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship...revenue growth and profit targets of the global account portfolio . The successful candidate is required to develop and… more
- MTA (New York, NY)
- Senior Director - Debt Financing Job ID: 12102 Business Unit: MTA Headquarters Location: New York, NY, United States Regular/Temporary: Regular Department: Office of ... Financial Services Date Posted: Sep 24, 2025 Description JOB TITLE: Senior Director, Debt Financing DEPT/DIV: Finance WORK LOCATION: 2 Broadway New York, NY 10004… more
- TD Bank (New York, NY)
- …strategies that touch on all or select levels of the marketing funnel. This Senior Group Manager role will work with business partners from TD's Wealth and TD ... account management of wealth and TD Premier clients. The Senior Group Manager, Wealth & Premier Marketing Planning leads...the development and execution of Marketing strategy planning, annual portfolio planning and acts as a key contributor in… more
