- Edelman Financial Engines, LLC (Paramus, NJ)
- A leading financial services company is seeking a Director of Financial Planning. In this role, you will provide fee-based financial advice, evaluate client ... situations, and help build their financial futures. Ideal candidates will have direct experience in wealth management, an active Series 65 license, and a strong desire to achieve client satisfaction. This position offers a competitive compensation package… more
- IPC Systems (New York, NY)
- …Product Location: New York City, NY Type: Hybrid, Full‑time Role Overview As Director , Product Partnerships you will own and expand IPC's strategic partnerships with ... Critical Illness, Hospital Indemnity and Accident Coverage Financial Wellness Account Fiduciary and Training Identity Theft Insurance 401(k) and Roth plan with… more
- NFP Corp (New York, NY)
- …380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's ... For more information on Wealthspire Advisors, please visit www.wealthspire.com. Summary: The Director of Financial Planning is a new role within the firm, reporting… more
- Edelman Financial Engines, LLC (Paramus, NJ)
- Director , Financial Planning At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every ... an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions… more
- ACG Cares (New York, NY)
- …audit and all other business office functions in CUP. Coordinate with RFMH Director to ensure same within RFMH. Meets fiduciary responsibility, leads ... offices. Support the same process for RFMH in coordination with RFMH Director . Oversees clinical revenue cycle operations with both internal and external teams… more
- Nationwide Mutual Insurance Company (New York, NY)
- …within Office of the Chief Legal Officer and claims partners at the senior director level and below, as well as with colleagues within the legal and insurance ... a somewhat different combination of duties.**Credit/Background Check:** Due to the fiduciary accountabilities of this job, a valid credit check and/or background… more
- KeyBank (New York, NY)
- …all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service, compliance, and ... Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary … more
- Mount Sinai Health System (New York, NY)
- **Job Description** ** Director of Patient Access Services-Patient Financial Services-Corporate 42** **nd** **Street-Full-Time Days** The Director of Patient ... and managing patient access and financial counseling for the hospital. The Director will collaborate with staff and leadership within the organization to drive… more
- EMCOR Group (East Hanover, NJ)
- …upgrades and supplier-managed interior/exterior maintenance. **Job Summary** The Account Director is the principal leader responsible for all aspects of ... mission accomplishment in support of assigned EFS clients.The Account Director is the customer's primary point of contact above site level. The Account Director … more
- CUNY (New York, NY)
- Senior University Director of Finance and Business Affairs, Office of Enrollment Management **POSITION DETAILS** The City University of New York (CUNY) is the ... (EM) at the CUNY Central Office is seeking an experienced Senior University Director of Finance and Business Affairs to join its leadership team. This newly… more
- JPMorgan Chase (New York, NY)
- …+ Identify opportunities for the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients needing solutions regarding executive ... that knowledge to client-specific planning situations + Strong knowledge of individual, fiduciary , corporate and partnership income tax laws, with ability to apply… more
- Santander US (New York, NY)
- Executive Director , Energy and Infrastructure Corporates - Underwriting & Portfolio Management - New York Country: United States of America **It Starts Here:** ... Talk to You!** **The Difference You Make:** The Executive Director is a senior front-office credit professional responsible for...sectors. This role serves as the analytical and credit fiduciary to the deal team, owning the financial analysis,… more
- SMBC (New York, NY)
- …a competitive portfolio of benefits to its employees. **Role Description** The Director , Counsel role for Sumitomo Mitsui Banking Corporation will work within the ... the Bank's operations, including deposits, electronic banking, payments, and fiduciary activities. + Reviewing, drafting and negotiating Bank operational documents,… more
- JPMorgan Chase (New York, NY)
- …that does cutting-edge work. As a Securities Services Attorney - Executive Director on JPMorgan's Securities Services legal team, you will provide legal support ... Advisers Act of 1940, and/or US insurance regulations + Knowledge of fiduciary duties, trust law, and/or ERISA regulatory requirements + Intellectual curiosity and… more
- AIG (Jersey City, NJ)
- …the way we help customers to manage risk. Join us as a Complex Claims Director - Management Liability to play your part in that transformation. It's an opportunity ... with opportunity to handle high exposure employment practices liability and fiduciary liability matters, from inception through conclusion brought against publicly… more
- SMBC (New York, NY)
- …on institutional asset management. + Deep expertise in SEC compliance, fiduciary standards, Investment Advisers Act, and other asset management regulations. ... Experience working at a bank-affiliated investment adviser preferred. + Ability to provide adaptive, proactive legal coverage for a nascent investment adviser. Self-motivated, independent, and able to multi-task and prioritize effectively in a fast-paced… more
- Federal Reserve Bank (Newark, NJ)
- …President and Chief Technology Officer, Executive Vice President and Executive Director , OEB Budget Committee, OEB Risk Management Committee) + Executive Leadership ... + Stakeholder Committees and Other FRS Groups (Administrative Committee ( Fiduciary Committee), People Committee, Committee on Investment Performance, Subcommittee on… more
- Travelers Insurance Company (New York, NY)
- …Liability, Side A Difference in Conditions Liability, Employment Practices Liability, Fiduciary Liability, Kidnap and Ransom, and Crime. The Managing Account ... (MAE) will manage a team of underwriters, in partnership with the Managing Director , and partner with agents and brokers to provide insurance or surety solutions… more
- New York State Civil Service (New York, NY)
- …as food, shelter, jobs, and access to health care. The IOLA Fund is a fiduciary fund administered by IOLA's publicly appointed Board of Trustees. The revenue is held ... Budget Analyst to join its trusted and mission-driven team. Reporting to the Director of Administration, the Budget Analyst is expected to assist in managing and… more
- Educational Alliance, Inc. (New York, NY)
- …guidance and support to the Intake Team and interns. Assist the Director and Clinical Directors in day-to-day admissions operations. RESPONSIBILITIES Clinical + ... + Provide outpatient program coverage as required to meet staffing needs and fiduciary targets: + Outpatient counseling duties to include but not limited to: +… more
