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Search Results for Financial Advisor
IBM - Washington, DC
- Sr Analyst Developer PWM
- Capital Markets - Westchester, New York
- Information Tech / Computer
- Private Wealth Management (PWM) is committed to identifying, creating and providing access to some of the best, most innovative investment ideas and opportunities. Our clients, which include 45% of the Forbes 400 list of wealthiest individuals, turn to our Investment Professionals, as their trusted advisors, to assist them in building and managing their wealth. PWM offers a full array of financial counseling services that complement our traditional investment advisory and brokerage businesses. PWM Technology is responsible for supporting the PWM business with efficient and innovative (see more)
- Assistant General Counsel - 10019073
- Citi Group - Westchester, New York
- Executive Management
- Brief Description of the Organization The Global Function units at Citi include Audit & Risk Review, Compliance Control, AML, Citi Security and Investigative Services (CSIS), Finance, Strategy, M&A, Investor Relations, Global Public Affairs, Human Resources, Legal, and Risk Management. These functions provide critical support to the Citi business units. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products (see more)
- Technical Advisor
- Mitchell Martin - Westchester, New York
- Information Tech / Computer
- DescriptionOur client, a global financial services firm and a market leader in securities, asset management and credit services, is seeking a Advisor Desktop Framework - Advanced Developer. Location: New York, NY Contract Position Bachelors Degree Technical Advisor - Senior IT Professional with the ability to resolve technical issues, project manage IT staff, write and review technical specifications Skills Required : Strong Communication Skills, Strong Technical Background (Both Mainframe and Distributed), Project Management Experience and Business Analytical (see more)
- Small Business Advisor & Coach
- Prominent Organization Assisting Entrepreneurial Women - Westchester, New York
- Recreation
- Function and overall responsibilities of the Small Business Advisor: - assist clients in understanding how to grow their business - Assist with all phases of business development and growth - Coach and assist with knowing the proper use of credit. - Nurture and grow aspiring entrepreneurial women from under-served urban communities. - Provide a financial analysis on client businesses to determine their business credit worthiness; - Make recommendations for best ways to raise capital based on business review - advise client on process of capitalization - conduct training (see more)
- Vice President Tax
- NYSE TECH COMPANY - Long Island, New York
- Accounting / Finance
- A Long Island based , NYSE listed technology firm is seeking a Vice President, Tax. Primary responsibilities: Prepare federal, state, local and special tax returns by collecting, analyzing, and formatting financial information. Comply with federal, state, local and SEC requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists.. Develop, administer, document and maintain worldwide "arms-length" inter-company transfer pricing policies, procedures and supporting documentation, working with (see more)
- Options Strategist
- Global Leader in Financial Services - Westchester, New York
- Other / Miscellaneous
- Description * The Options Strategist/ Financial Advisor provides strategies and advice to an Ultra High Net Worth client base in the United States. * The Individual should have an in depth working knowledge of the listed equity options market; analyze portfolio risk and construct option strategies accordingly; interface with individual clients and utilize equity research to generate actionable option ideas. * Understand sophisticated economic and financial market analyses. * Understand economic trends/activities and advise the effects on the investors' portfolios. * Recommend changes (see more)
- Tax Planning Specialist
- Industry Leading Fortune 500 Firm - Westchester, New York
- Accounting / Finance
- Tax Planning SpecialistWe are seeking a Chief technical person for international tax planning. This candidate will work with the firm’s local country tax personnel and local and global tax advisors to create and implement planning ideas to help minimize the firm’s financial tax rate and reduce cash taxes paid, will provide ongoing monitoring, review and comment on applicable tax legislation and regulations, will provide timely information to tax operations in order to facilitate financial statement preparation and tax compliance, and will document positions in order to be prepared (see more)
- Senior Test Manager
- Mitchell Martin - Westchester, New York
- Information Tech / Computer
- DescriptionOur client, a global financial services firm and a market leader in securities, asset management and credit services, is seeking a Sr Test Manager.Location: New York, NYType of Position: ContractSenior Test Manager will be responsible for managing large, cross platform testing effort. Testing will span technologies (MF, distributed, Datawarehouse) and Retail business functionalities (Client Reporting, Websites - client and advisors, Products ( Equity, MF, Options, Banking), Core Procesing (Margins, Settlements, etc)Position will be responsible for all test planning and (see more)
- Business Development Relationship Consultant
- Leading Asset Management & Securities Services Firm - Westchester, New York
- Sales / Sales Management
- Job Responsibilities: - The Business Development Relationship Consultant roll will be responsible for expanding the adoption and utilization of Pershing Trading Services (with a focus on Fixed Income) by Broker Dealers, Registered Investment Advisors and Registered Representatives and. - The RC will work closely with the Relationship Management and Account Management Teams to develop a strategy for individual IBDs and RIAs that will grow Pershing's market share of their executions (Equities, Options, Non-$ and Fixed Income). - The RC will work closely with Pershing Trading desks to (see more)
- Associate Product Manager - Securities Based Lending
- Premier Global Financial Advisor and Investment Bank - Westchester, New York
- Law Enforcement / Security
- Since its founding our company and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in providing new opportunities for individual and institutional investors. The Global Wealth Management Group (GWMG) provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit (see more)
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