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Keywords: Wealth Strategy Associate, Location: New York City, NY

Page: 5

Associate - Global Graphic Designer

their wealth of attributes, skills and knowledge to support the overall health of the firm. Team: We value the power... in Graphic Design. 10 years of experience or equivalent knowledge, skills and abilities in graphic design and brand strategy...

Posted Date: 16 Jan 2025
Salary: $105000 - 125000 per year

PWM Analyst

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 02 Apr 2025
Salary: $50000 - 115000 per year

Fundraising Database and Administrative Manager

and accuracy of recordkeeping. Strategy and Fundraising Support Support Chief Development and External Affairs Officer..., Associate Vice President of Special Events, and Director of Development in their fundraising, cultivation, and stewardship...

Location: New York City, NY
Posted Date: 27 Mar 2025
Salary: $65000 - 75000 per year

Director of Homeownership Special Initiatives

and regulatory barriers, is a multi-pronged strategy to tackle New York City's complex housing crisis, by addressing homelessness... to facilitate generational wealth-building, maintain housing quality, and address the legacy of discrimination, segregation...

Company: City of New York
Location: New York City, NY
Posted Date: 27 Mar 2025

Managing Director, National Tax Office Information Reporting & Withholding

of developing new business capabilities a) Strategy, b) Organization/People, c) Processes/Controls and d) Technology/Enabling Tools... Strategy Development: Introduces and develops new or improved ideas to strengthen the position of clients, the Firm...

Company: BDO
Location: New York City, NY
Posted Date: 26 Mar 2025

Fundraising Database and Administrative Manager

and accuracy of recordkeeping. Strategy and Fundraising Support Support Chief Development and External Affairs Officer..., Associate Vice President of Special Events, and Director of Development in their fundraising, cultivation, and stewardship...

Posted Date: 26 Mar 2025
Salary: $65000 per year

Managing Director, National Tax Office Information Reporting & Withholding

of developing new business capabilities a) Strategy, b) Organization/People, c) Processes/Controls and d) Technology/Enabling Tools... Strategy Development: Introduces and develops new or improved ideas to strengthen the position of clients, the Firm...

Company: BDO
Location: New York City, NY
Posted Date: 26 Mar 2025

Actuarial Consultant - Advisory - Senior

and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help... Associate of the Society of Actuaries Proficiency with coding or actuarial modeling systems, including Python, R, Generative...

Company: EY
Location: New York City, NY
Posted Date: 25 Mar 2025

Finance Transformation Senior Consultant (Looking for Big 4 Insurance Audit experience)

across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... / ERP programs. Looking for Senior Associate and Manager candidates. Responsibilities range from project to project...

Company: EY
Location: New York City, NY
Posted Date: 15 Mar 2025

(Sr.) Operations Manager, Philanthropic Partnerships

relationships with vendors and partners, supervising donor entry through management of the team associate, oversight and management.... Manage Philanthropy Associate and supervise accurate database entry. 30% - Executing Strategic Initiatives: Work...

Posted Date: 15 Mar 2025
Salary: $77600 - 85000 per year

Program Officer - Project Management

incomes in building wealth and improving their financial health. OFE is the first local government initiative in the country... Centers (“Centers”) help clients develop a strategy to reduce debt or lower payments, establish or improve their credit...

Company: City of New York
Location: New York City, NY
Posted Date: 14 Mar 2025

Financial Wellness Educator

meetings with Plan Advisors to provide information on market and investment performance and develop an education strategy... impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265...

Company: Sentinel Group
Location: New York City, NY
Posted Date: 09 Mar 2025
Salary: $70000 - 90000 per year

Project Lead/Architect - Healthcare

their wealth of attributes, skills and knowledge to support the overall health of the firm. Team: We value the power... and those of the team to meet project task deadlines and commitments, with interaction and direction from Associate Principals...

Posted Date: 01 Mar 2025
Salary: $100000 - 130000 per year

Financial Professional - NY, New York

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven...”) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense...

Company: Equitable
Location: New York City, NY
Posted Date: 01 Mar 2025
Salary: $24000 per year

Director Institutional Trust Sales & Service

inside and outside of a company office. This position oversees the front office sales and service of Institutional wealth... advice to associates on client acquisition, satisfaction, and retention. Business Strategy - Develops strategic plans...

Posted Date: 26 Feb 2025

SVP, Head of Real Estate Capital Raising

investments from a variety of capital sources including pension plans, family offices, endowments & foundations, sovereign wealth... and corporate pension plans, family offices, endowments & foundations, sovereign wealth funds, smaller institutions, etc. Leverage...

Posted Date: 22 Feb 2025

Senior Investment Consultant

Company: Mercer Description: We are seeking a talented individual to join our Wealth Investment Consulting team... in the office. As a Senior Investment Consultant, you will be an integral member of a dynamic Canada Wealth team providing...

Company: Marsh McLennan
Posted Date: 16 Feb 2025

Asset Management, Highbridge, Special Situation Equity Trader

Job Description: Highbridge Capital Management is seeking an Associate to join its Special Situations Equity Team... This Associate Trader will play a crucial role in supporting the firm's Lead Investor. Key responsibilities include...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 06 Feb 2025

Tax Manager - Private Client Services (Hybrid)

to present a comprehensive tax strategy to prospective and current clients, etc.); Maintain communication with clients to ensure..., and evaluate Intern, Associate and Senior Associates; and Receive formal PCS and on the job training in daily interactions...

Company: Andersen
Location: New York City, NY
Posted Date: 01 Feb 2025

Business Development Manager – Finance and Tax

, and client targets conflicts for the department and practice groups to drive strategy Protecting and maintaining any highly... is committed to diversity, equal opportunity, sustainability, and pro bono legal services. We draw from a remarkable wealth...

Company: Latham & Watkins
Location: New York City, NY
Posted Date: 30 Jan 2025