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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Minimum 3-5 years of experience in financial crimes/AML compliance testing, Audit or similar related QA/QC testing experience.
$85,000 - $135,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Reporting to the Chief Financial Officer, the Chief Accounting Officer (CAO) will be responsible for the leadership, development, and execution of the Company's accounting function globally, including controllership, financial operations and related systems, treasury operations, accounting policy and SOX compliance, global income and indirect taxes, management and external financial reporting.
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Lead the Company's financial close process, including preparation of financial statements and management reporting metrics and analysis. Collaborate closely with internal audit, Enterprise Risk Management, information technology.
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Good managerial, communications, analytical, project management and planning skills to be able to implement QC Testing Program including sampling methodology, developing metrics and reporting, and coordinating with QC Analysts to drive consistency in QC testing and outcomes as appropriate.
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3-5 years of related experience with grant, property management and/or non-profit accounting. The Senior Revenue Accountants' primary responsibility will be the preparation of government contract reimbursements, and the complete financial reporting and budgeting for these contracts.
$80,000 - $90,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We help our clients achieve their business and financial goals through our deep expertise in Commercial & Institutional Lending, Commercial Real Estate, Capital Markets, Capital Finance and Treasury Management.
$160,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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A financial services organization in Connecticut is actively seeking an experienced and team-oriented professional to join their staff as a Management Company Accountant / Assistant Controller.
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They are currently seeking a Business Manager who will be responsible for maintaining the day-to-day financial management of the company, including budget forecasting, accounting, management of insurance plans, donations/annual giving, purchasing and general business finance functions.
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Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
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Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.
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Strong knowledge of treasury operations, financial risk management, and investment principles. Minimum of 10 years of experience in treasury management or related financial roles.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Experience in mortgage sales, insurance sales, financial advising, political fundraising, or private wealth management is an advantage. Our Private Wealth Management Summit, along with our proprietary digital allocation platform, is the ultimate meeting point between Ultra-High-Net-Worth investors and private fund managers looking to raise capital.
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Financial Performance: Participate in unit strategies to ensure the financial well-being of the organization and how the unit's day to day clinical operations impact the overall financial state of YNHH.
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Progressive leadership experience desirable with proven track record of success in program development or participation, program implementation areas of clinical patient care management, staff development and specialty services materials management.
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management financial jobs in White Plains, NY
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