Trabajos wealth manager en Yonkers, New York (NY) State

Qualifying specialized experience may have been gained in work such as:* Office auditing of various types of tax returns to determine tax liability of individual taxpayers, businesses, or corporations. This experience may have been gained through work experience as a project/program manager, team...

Handles the timely preparation, processing, maintenance and appropriate distribution of Payroll Tax information, payroll Tax reports and tax year-end reports. Performs the full range of taxation work including completion of tax forecasts, maintenance of accurate records and provision of advice to...

Job Description: Anti-Fraud Team is looking for an Analyst and Associate level compliance Business analyst to support a project. The Analyst will be working on a project within the Anit-Fraud team. On a day to day, the candidate will be doing business research, documenting requirements, preparing...

Minimum 8 years of experience .Proficiency with Microsoft Office applications (required) with moderate to advanced skills in excel (preferred).Proficiency with Warehouse Management Systems (Infor WMS, ION and BIRT experience is a plus).Operational knowledge in SQL and SQL Server (certification is...

Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. We’re looking for experienced financial professionals to join our team dependa...

The Project Manager role will support capital projects. Support the IT workstream and documents of projects (schedule, tasks, cost, changes/risks/issues) via IT PMO processes, procedures, and tools for assigned projects. Support the project with realistic resource plans for all phases of the proj...

This candidate will be responsible for the firm’s tax compliance, tax planning and accounting for income taxes. Our client, an outstanding and reputable Private Legal & Accounting Firm is seeking a Tax Manager. Responsible for audits of federal and state tax income tax and state and local filings...

Minimum 2 years of relevant project management experience required, which includes: large-scale project management, project management controls, and/or project lead experience on large/complex projects. Manage project implementation including project schedule, project budget and the project resou...

Investigate & reflect strategic business issues, researching and identifying inventive solutions relevant to R&D business & IT design solutions. Hired by Matrix is an Equal Opportunity Employer and proud to be certified as both a Woman-Owned Business Enterprise and a Woman-Owned Small Business. C...

Exciting Opportunity: Entry-Level Sales Manager. Are you eager to kickstart your career in customer service and sales? We’re looking for. Take an active role in sales initiatives, implementing. ...

IT Business System Analyst / Operations Analyst. Responsible for the comprehensive disaster recovery (DR) and business continuity plan (BCP) in place to effectively meet the current and future business expectations. Additionally, you will manage and lead the functional and business continuous imp...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a c...

Demonstrated knowledge of reporting systems (Syntellis), cost accounting (Strata), and financial systems (Infor), medical record systems (EPIC). Excellent skills in reading, analyzing, and interpreting hospital volume and financial data. Develop an in-depth knowledge of operations and acts in cap...

As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry ... This is a unique opportunity to have a voice in building the product you use every day. What You'll ...

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure yo...

Savvy Wealth is a technology-driven RIA shaping the future of wealth management. As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to r...

Your innate personality makes you an ideal candidate to be a Relationship Manager. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you manage a book of clients and deliver a white-glove service and relationship experience through responsiven...

Savvy Wealth is a technology-driven RIA shaping the future of wealth management. As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to r...

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet ...

Savvy Wealth is a technology-driven RIA shaping the future of wealth management. As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to r...

Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. With Private Bank advisors in 110 offices in 25 states and 20 coun...

Savvy Wealth is a technology-driven RIA shaping the future of wealth management. As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to r...

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigol...

Savvy Wealth is a technology-driven RIA shaping the future of wealth management. As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry. You'll operate in a dynamic, collaborative environment, partnering closely with our product and engineering teams to r...