- Edward Jones (Scottsdale, AZ)
- … high -quality Advice, Planning, Products, and Services (APPS) required to meet our High Net Worth client's wealth management and tax planning needs. + Serve ... not local, travel to Scottsdale is required + Support Senior planner and partner with home office and third-party...upcoming changes in legislation and regulatory environment may impact High Net Worth tax planning and proposed… more
- Edward Jones (West Palm Beach, FL)
- …plan to portfolio strategy. **What You Will Do:** The Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings the client's ... answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity...plan and ensuring alignment with goals and expectations. The Senior Portfolio Strategist are part of the… more
- City National Bank (San Francisco, CA)
- …on business owner wealth and succession planning. What you will do * Work with Senior Wealth Strategist and Wealth Strategist in developing integrated estate ... *WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? The Wealth...responsible for expanding CNR's relationships with its financial advisors, high and/or ultra- high net-worth (H/UHNW**) clients and… more
- KeyBank (Seattle, WA)
- …of KeyBank by providing expert trust administration and counsel to High -Net-Worth clients and their beneficiaries. Within the relationship management team, ... accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within… more
- KeyBank (Pepper Pike, OH)
- …of KeyBank by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. Within the relationship management ... accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within… more
- KeyBank (Cleveland, OH)
- **Location:** 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater ... targeted Family Wealth onboarding plan * Responsible for engaging senior leadership on the relationship * Leads the internal...* Minimum of 10 years of advisory experience with ultra- high net worth individuals, families and family offices required… more
- Amazon (Seattle, WA)
- …business units. This role will be part of our Strategic Initiatives leadership team with high visibility at the most senior levels of AWS and Amazon. In this ... of partnerships. Lead cross-functional teams including Product, Operations, Engineering, Legal, Finance, Tax , Accounting, and senior management to execute on the… more
- EAB (Washington, DC)
- …who is eager to make a highly visible impact on EAB's commercial success in a high stakes, fast paced role. The Senior Specialist role offers the right candidate ... information, visit our careers page. The Role in Brief: Senior Specialist, Request for Proposals The Senior ...subject matter expertise and serve as an advisor and strategist for the RFP team. The role demands intellectual… more
- KeyBank (New York, NY)
- …New York, New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families ... family meetings + Retains and deepens client relationships with high level personal attention + Has a command of...closely with the Family Wealth Consultant and Regional Planning Strategist ensuring there are comprehensive tax , estate,… more
- City of New York (New York, NY)
- …Yorkers. Job Summary: We are seeking an experienced individual to serve as a Senior Policy Advisor in the Office of the Commissioner. This critical executive role in ... Health and Mental Hygiene and catalyzing their impact across New York City. The Senior Policy Advisor will directly report to the First Deputy Commissioner and will… more
- Mayo Clinic (Rochester, MN)
- …Retirement: Competitive retirement package to secure your future. **Responsibilities** The Senior Marketing Manager is a highly-skilled marketing strategist with ... Dental or reimbursement account for flexible coverage. + Vision: Affordable plan with national network. + Pre- Tax Savings: HSA and FSAs for eligible expenses. +… more
- City of New York (New York, NY)
- …ANALYST TRAINEE Division/Work Unit: Finance Administration and Planning Business Title: Senior Contract Associate Civil Service Title: Bookkeeper III PATS TBN#: ... Summary: Reporting to the Director of Agency-wide contracts/Finance Administration, the Senior contract associate will be responsible for managing a portfolio of… more
- City of New York (New York, NY)
- …treatment. The Bureau of Health Equity Capacity Building seeks to hire a Senior Director of Violence Prevention Programs to design and implement robust evaluation ... with the Assistant Commissioner and Bureau Executive Director, the Senior Director of Violence Prevention Programs will perform the...- Directly manage staff, including leading a team of high performing managers and directors. - Plan and implement… more
- City of New York (New York, NY)
- …Reporting directly to the Executive Director for OEA Administration, the Senior Budget Analyst will provide comprehensive financial expertise to the leadership ... provide recommendations on spending. PREFERRED SKILLS: - Proven working experience as a Senior Budget Analyst or similar role. - Extensive knowledge of NYC finance… more
- City of New York (New York, NY)
- …and research that maximizes health insurance coverage and increases access to affordable, high quality, and coordinated primary care with a strong focus on health ... seeking a City Research Scientist II to serve as Senior Policy Analyst. The Bureau of Equitable Health Systems...pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program… more
- City of New York (New York, NY)
- …financing, and strategy in New York City. BEHS seeks to hire two (2) experienced Senior Data Analyst. The Senior Data Analyst will play a critical role in ... presentation and communication - Track record of developing innovative ideas and high -impact research - Excellent problem solving and analytical skills - Ability to… more
- City of New York (New York, NY)
- …The Bureau of Equitable Health Services seeks to hire a Healthcare Systems Senior Qualitative Analyst, this position will be responsible for leading research and ... based on research findings. - Ensure that research is executed with high standards and in compliance with government regulations, agency policies, and Institutional… more
- City of New York (New York, NY)
- …The Bureau of Equitable Health Systems seeks to hire an entrepreneurial Senior Policy Advisor with demonstrated experience in healthcare policies. DUTIES WILL ... Price transparency, All-Payer Claims Databases, and other employer-led strategies promote high -value care - Civil rights and non-discrimination in healthcare -… more
- City of New York (New York, NY)
- …York City. The Bureau of Equitable Health Systems, seeks to hire a Senior Healthcare Economist to lead analytical work related to OHSSA's Healthcare Accountability ... in supervising data analyst. Track record of developing innovative ideas and high -impact research. Excellent problem solving and analytical skills. Ability to design… more
- City of New York (New York, NY)
- …- Price transparency, All-Payer Claims Databases, and other employer-led strategies promote high -value care - Medicaid policy and strategy - 3+ years of experience ... defined benefit pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program that offers… more