- JPMorganChase (Greenwich, CT)
- A leading financial institution in Connecticut is seeking a Private Banker to manage client relationships and provide expert advice on wealth management. The ideal ... candidate will have over six years of experience in Financial Services, a Bachelor's Degree, and be licensed with Series 7 and 66. Responsibilities include advising… more
- Citi (Greenwich, CT)
- A leading financial organization in Greenwich, Connecticut, is seeking an experienced UHNW Private Banker to engage with high-net-worth clients. This role requires ... over 15 years in private banking, highlighting relationship development and strategic financial advice. Candidates will benefit from a competitive salary range of… more
- CFA Institute (Greenwich, CT)
- A leading financial institution is seeking a Managing Director in Private Banking. This role involves advising clients on wealth management and investment strategies ... client acquisition. The ideal candidate has over 15 years of experience in financial services, a Bachelor's degree, and strong sales acumen. Join a collaborative… more
- Menlo Ventures (New York, NY)
- …(eg, Salesforce), and reporting. Business Partnership & Leadership: * Act as the primary financial advisor and trusted business partner to the CRO and their ... of Sales Finance will serve as the key strategic financial partner to the Chief Revenue Officer (CRO) and...This is a high-impact role responsible for providing the financial insights, planning, and operational support needed to drive… more
- EOS Hospitality LLC (New York, NY)
- … data, recommending courses of action to maximize hotel profitability Serve as financial advisor to hotel management and ownership Weekly + Monthly tasks ... to the entire Finance team while ensuring the long-term financial health and growth of the hotel. The ideal...hotel experience. Responsibilities Finance Operations Direct and administer all financial operations of the hotel to include, but not… more
- EOS Hospitality (New York, NY)
- … data, recommending courses of action to maximize hotel profitability. Serve as financial advisor to hotel management and ownership. Weekly + Monthly tasks ... to the entire Finance team while ensuring the long‑term financial health and growth of the hotel. The ideal...hotel experience. Responsibilities Finance Operations Direct and administer all financial operations of the hotel to include, but not… more
- Citi (Greenwich, CT)
- …generation. Anticipate events in a client's life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. Build relationships with client families that cross...of client goals and risk tolerance to ensure that financial strategies are appropriate. Uncover needs that are not… more
- Citigroup Inc. (New York, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills *...where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) *… more
- Citi (New York, NY)
- A global financial services firm is seeking a Wealth Relationship Advisor in New York, NY. The role involves building and deepening client relationships through ... strategic financial planning and investment advice. Successful candidates will have...candidates will have 5-8 years of experience in the financial sector, strong analytical skills, and a proactive sales… more
- Citigroup Inc. (New York, NY)
- A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. ... Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This… more
- Gartner (Stamford, CT)
- Executive Partner for Chief Financial Officers (Large Enterprise Orgs) Join to apply for the Executive Partner for Chief Financial Officers (Large Enterprise ... on key initiatives, priorities, and implementations; and, in general, becoming a trusted advisor for the client CFO. With the support of their Executive Partner, our… more
- StartCare (New York, NY)
- …ensure Equity, center on Compassion, and design for Sustainability. Essential Functions Financial Oversight Serve as an internal consultant, advisor , and ... Chief Financial Officer - Non-Profit - Full‑Time Reporting to...Reporting to the Chief Operating Officer (COO), the Chief Financial Officer (CFO) directs START's financial management… more
- GPAC (Norwalk, CT)
- A well-established community bank is seeking an experienced Chief Financial Officer (CFO) to join its executive leadership team. This strategic role partners ... Leadership Team and Board of Trustees to shape the financial direction of the organization. What You'll Do: Lead...Provide leadership across multiple functions. Serve as a trusted advisor to senior management and the Board. Champion efficiency,… more
- BDO Capital Advisors, LLC (Stamford, CT)
- …as they relate to FAS 109 and FIN48 * Recognizes, measures and documents financial benefits to clients * Develops new or improved ideas to advance the position ... Senior Managers, Managers and Staff * Acts as Career Advisor to STS SALT Senior Managers, Managers and Staff,...beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition… more
- BDO USA (Stamford, CT)
- …Quality Manual related to FAS 109 and FIN48 Recognizes, measures and documents financial benefits to clients Strategy Development Develops new or improved ideas to ... and objectives Delivers performance feedback and completes evaluations Acts as Career Advisor to STS SALT personnel as appropriate Education Bachelor's degree in… more
- BDO USA, LLP (Stamford, CT)
- …as they relate to FAS 109 and FIN48 Recognizes, measures and documents financial benefits to clients Strategy Development Develops new or improved ideas to advance ... evaluations for STS SALT Senior Managers, Managers and Staff Acts as Career Advisor to STS SALT Senior Managers, Managers and Staff, as appropriate Qualifications,… more
- Guardian Life (Stamford, CT)
- …and employment matters across the enterprise. You will act as a trusted advisor to the Chief Human Resources Officer providing expert advice to develop, implement ... 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication… more
- Lusk Group LLC (New York, NY)
- …its work. The Position BFC Partners is seeking a skilled and seasoned financial professional to become its next Vice President of Finance/Chief Accounting Officer ... Management team, the VP/CAO will act as a trusted advisor to the Partners and executive management team on...executive management team on all matters relating to the financial strategy and operations of the firm. The VP/CAO… more
- Edge Case Research, Inc (New York, NY)
- …its work. The Position BFC Partners is seeking a skilled and seasoned financial professional to become its next Vice President of Finance/Chief Accounting Officer ... Management team, the VP/CAO will act as a trusted advisor to the Partners and executive management team on...executive management team on all matters relating to the financial strategy and operations of the firm. The VP/CAO… more
- Financial Technology Partners (New York, NY)
- Location San Francisco or New York City Firm Overview Financial Technology Partners ("FT Partners") is the only investment banking firm exclusively focused on the ... dynamic and fast-growing financial technology sector. Our firm advises top-tier fintech companies...Year" and "Dealmaker of the Year" by The M&A Advisor . Position Overview We are seeking a Vice President… more
