Principal Financial Strategist
2 weeks ago
Ledyard National Bank is a prominent Wealth Management institution currently in search of a Senior Financial Advisor to enhance their dedicated team.
Position Overview- Strengthen and broaden current client partnerships by attracting new investment capital.
- Collaborate with the Private Banking division to support clients with their lending and deposit needs.
- Commit to providing exceptional service while applying wealth management strategies.
The successful candidate will possess a bachelor's degree and have over 5 years of experience in areas such as trust, legal services, or financial sectors. Advanced qualifications, including an MBA or similar credentials in business or finance, along with professional certifications like CFP, CTFA, or CFA, are highly regarded.
The Senior Financial Advisor will also play a crucial role in cultivating new client relationships through networking with both internal and external stakeholders, engaging with the community, and partnering with business associates.
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Lead Financial Strategist
2 weeks ago
New York, New York, United States Columbia University Full timeJob Title: Lead Financial StrategistThe Lead Financial Strategist role at Columbia University presents an exciting opportunity for seasoned professionals in finance. Regular/Temporary: RegularHours Per Week: 35 Salary Range: $80,000 - $100,000The chosen candidate for this position will be offered a competitive salary that reflects their qualifications,...
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Chief Financial Strategist
1 week ago
New York, New York, United States Jobot Full timeChief Financial Strategist + Competitive Bonus & Flexible Time Off This Jobot Job is hosted by: Morgan Crawley Are you a fit? Easy Apply now by clicking the "Apply" buttonand sending us your resume. Salary: $250,000 - $285,000 per year About Us: Jobot is collaborating with a distinguished client to find their next Chief Financial Strategist. Why Join Our...
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Lead Financial Strategist
2 weeks ago
New York, New York, United States MongoDB Full timeLead Financial Strategist, Financial Planning & Analysis The global data management software industry is substantial, with forecasts indicating a growth trajectory from $94 billion in 2023 to approximately $153 billion by 2027, representing a compound annual growth rate of 13%. At MongoDB, we are at the forefront of transforming industries and empowering...
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Investment Accountant
1 week ago
New York, New York, United States Selby Jennings Full timeInvestment Accountant - Financial StrategistAs a key member of the Selby Jennings team, the Investment Accountant - Financial Strategist will play a critical role in shaping the financial strategy of a leading global reinsurance firm.Key Responsibilities:Financial Analysis: Prepare and analyze detailed investment reports, ensuring accuracy and compliance...
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Lead Financial Strategist
2 weeks ago
New York, New York, United States The Panther Group Full timePosition Overview As a Lead Financial Strategist at The Panther Group, you will play a pivotal role in our Treasury and Asset Liability Management operations. Your expertise will be essential in driving our financial forecasting and data analytics initiatives. Key Responsibilities Conduct comprehensive financial analyses to support strategic...
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Chief Financial Strategist
2 weeks ago
New York, New York, United States Swift Staffing Group Full timePosition Overview:As a Chief Financial Strategist at Swift Staffing Group, you will play a pivotal role in steering the financial direction of our organization. Location:Boro Park, NYQualifications:• Bachelor’s degree in Accounting is essential.Key Responsibilities:• Collaborate closely with Brand and Sales Finance teams to conduct risk evaluations,...
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Chief Financial Strategist
2 weeks ago
New York, New York, United States Sportradar Full timeAs a premier entity in the realm of sports technology, we stand at the confluence of athletics, media, and wagering. Our expertise and innovative solutions are trusted by over 1,700 sports organizations, media companies, betting establishments, and consumer platforms across 120 nations to enhance their operations.Position Overview Title: Chief Financial...
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Principal Financial Consultant
1 week ago
New London, New Hampshire, United States Ledyard National Bank Full timeAbout Ledyard National BankLedyard National Bank is a prominent Wealth Management institution currently in search of a Senior Financial Advisor to enhance their team.Position OverviewEnhance and broaden current client partnerships by introducing new investment opportunities.Collaborate with the Private Banking division to support clients with their lending...
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Chief Financial Strategist
2 weeks ago
New York, New York, United States The New Jewish Home Full timeJob OverviewSalary: $195,000 to $212,000 per annumThe Finance Department is in search of a Chief Financial Strategist to become a vital part of our organization.Position Summary: The Chief Financial Strategist is accountable for overseeing all financial operations within The New Jewish Home (TNJH) Health System. This role focuses on optimizing the financial...
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Lead Financial Strategist
2 weeks ago
New York, New York, United States Acctuate Full timeJob OverviewPosition SummaryThe Lead Financial Strategist (LFS) will provide essential support to the Founder of Acctuate within its Advisory division, delivering financial insights, strategic planning, mergers and acquisitions, and funding solutions to clients. This role will implement unique methodologies while enhancing existing processes.Core...
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Lead Financial Strategist
2 weeks ago
New Rochelle, New York, United States Tri-Vin Wines and Spirits Full timeJob OverviewWe are seeking a Lead Financial Strategist to oversee our financial operations and ensure the accuracy and integrity of our financial reporting.Key Responsibilities:Develop and maintain a comprehensive framework of accounting policies and procedures; establish controls over financial transactions to mitigate risks.Supervise the generation of...
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Senior Financial Strategist
14 hours ago
New York, New York, United States Hispanic Technology Executive Council Full timeJob SummaryThe Hispanic Technology Executive Council is seeking a highly skilled Senior Financial Strategist to join our team. As a key member of our Institutional Banking group, you will be responsible for assisting clients in raising funds in the capital markets, as well as providing strategic advisory services for other types of financial transactions.Key...
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Principal Financial Strategist
1 week ago
New York, New York, United States Avior Executive Search, Inc Full timeFull-Time Senior Wealth Management Advisor Avior Executive Search, Inc. is in search of experienced Senior Wealth Management Advisors to enhance our team of top-tier financial professionals. The successful candidate will possess a robust knowledge of financial strategies and be adept at delivering holistic advice to clients. Key Responsibilities: Maintain a...
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Chief Financial Strategist
2 weeks ago
New York, New York, United States Sportradar Full timeJob OverviewCompany Overview:We are a premier global sports technology firm, positioned at the crossroads of athletics, media, and wagering. Our expertise and innovative solutions are trusted by over 1,700 sports organizations, media companies, betting establishments, and consumer platforms in 120 countries, enhancing their operational success.Role...
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Portfolio Analyst
5 days ago
New York, New York, United States Principal Financial Group Full timeAbout the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at Principal Financial Group. As a key member of our Principal Asset Management team, you will play a critical role in supporting the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented strategies.Key ResponsibilitiesPortfolio Monitoring and...
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Senior Financial Strategist, Global Supply Chain
2 weeks ago
New York, New York, United States Amazon Full timeJoin Our Team as a Senior Financial Strategist!Are you ready to shape the future of logistics at Amazon? We are seeking a highly skilled and motivated Senior Financial Strategist to enhance our Global Supply Chain operations.About Us:At Amazon, our Global Supply Chain division is at the forefront of innovation, managing the flow of products across various...
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Quantitative Strategist
3 days ago
New York, New York, United States Virtu Financial Full timeAbout Virtu FinancialVirtu Financial is a leading financial services firm that leverages cutting-edge technology to deliver liquidity to global markets and innovative, transparent trading solutions to clients. As a market maker, Virtu provides deep liquidity that helps create more efficient markets worldwide.The RoleAs a Quantitative Strategist at Virtu...
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Lead Financial Strategist
2 weeks ago
New York, New York, United States NBCUniversal Full timeJob Overview The O&T FP&A Senior Financial Strategist plays a crucial role within the O&T HQ Finance team, providing support across various business sectors within Operations & Technology. This position is primarily focused on the consolidation and evaluation of the O&T Capital portfolio, which encompasses approximately $700 million in annual Capital...
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Financial Engineering Strategist
2 weeks ago
New York, New York, United States Goldman Sachs Full timeABOUT THIS POSITION:Your ContributionAs a key strategist within the Securities Division, you will be essential to our trading operations. Your responsibilities may include developing innovative derivative pricing models and empirical frameworks to enhance our understanding of market dynamics, or creating automated trading systems that benefit both the firm...
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Lead Financial Strategist, JJT FP&A
2 weeks ago
New Brunswick, New Jersey, United States J&J Family of Companies Full timeLead Financial Strategist, JJT FP&AOverviewJohnson & Johnson (J&J) is in search of a Lead Financial Strategist, JJT FP&A to become a vital member of our esteemed Finance team within the JJT FP&A division. This position presents a remarkable opportunity to contribute to the financial guidance and strategic planning for our Technology leadership team.At...