NewCharitable Planning Attorney - CT or FL JobotCharitable Planning Attorney - CT or FLStamford, CT$200,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
NewFinancial Services Professional NYL - Nassau GOFinancial Services ProfessionalUniondale, NYNew York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.
NewFinancial Advisor Trainee New York Life - Melville, NYFinancial Advisor TraineeMelville, NYSpend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.
NewSales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYJoin us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.
Primary Care Physician One MedicalPrimary Care PhysicianDARIEN, CT$273,500–$290,700 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Family Medicine Physician - Sign on Bonus available One MedicalFamily Medicine Physician - Sign on Bonus availableWESTPORT, CT$273,500–$327,000 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Nurse Practitioner or Physician Assistant One MedicalNurse Practitioner or Physician AssistantFAIRFIELD, CT$144,900–$173,300 / yearIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting, OR 1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
Controller Page GroupControllerElmont, NY$141,000–$250,000 / yearFull timeA Controller at a well-established construction and real estate development firm is responsible for overseeing all accounting operations, including financial reporting, budgeting, internal controls, and compliance across multiple projects and entities. This role partners closely with executive leadership to drive financial strategy, ensure accuracy of financial data, and support decision-making to optimize overall business performance.
Financial Business Analyst Brains Workgroup, Inc.Financial Business AnalystHuntington Station, NY$90,000–$115,000 / yearFull timePosition Summary: The primary responsibilities of the Financial Business Analyst will be to support the Financial Business Partners (FBP), and each business unit (BU) team to analyze and monitor Sales trends, Gross Margin, Cost and pricing. Prepare Gross margin analysis including impact from sales price variance, product mix, volume customers, markets and applications.
Manager, Financial planning and Analysis Mastercard IncManager, Financial planning and AnalysisPurchase, NY$125,000–$207,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Director, Financial Planning & Analysis Mastercard IncDirector, Financial Planning & AnalysisPurchase, NY$163,000–$269,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Role: The Director is responsible for supporting a broad spectrum of financial processes and initiatives including but not limited to the following: • Develop and manage driver based forecast models linking operational metrics to PN, VASS, and consolidated financial outcomes.
Financial Planning and Analysis Manager Horizon Air FreightFinancial Planning and Analysis ManagerInwood, NYFull timeCross-functional Collaboration: Serve as a financial business partner, working closely with other departments (e.g., Operations, Sales, Information Technology, Human Resources) to gather data, build consensus on financial plans, and provide financial expertise. · Process Improvement: Drive continuous improvement in financial planning processes, systems, and reporting capabilities, leveraging financial software and tools (e.g., ERP, BI, AI, Microsoft Excel) to enhance efficiency and accuracy.
Manager, Financial Planning & Analysis Mastercard IncManager, Financial Planning & AnalysisPurchase, NY$125,000–$207,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. As a Finance Manager, you will act as a strategic business partner to a product segment, engaging directly with both the product team and the broader finance organization to help shape Mastercard's Commercial Product performance, strategy, and long-term financial plan.
Senior Manager, Financial Planning & Analysis Leviton Manufacturing Co IncSenior Manager, Financial Planning & AnalysisMelville, NY$140,000–$160,000 / yearResponsibilities Owns and executes the end-to-end annual budget process, including the development of timelines, templates, assumptions, and deliverables, ensuring alignment with corporate strategic objectives and executive expectations Directly facilitates and drives cross-functional budget reviews with business unit leaders, challenging assumptions, validating inputs, and ensuring completeness and accuracy of all submissions prior to executive consolidation Prepares and presents executive-level budget summaries, bridge analyses, and scenario models to the Executive Leadership team as required, translating complex financial data into clear, actionable narratives. About the role Responsible for owning and executing all aspects of budgeting, forecasting, financial planning, analysis, variance reporting, and strategic special projects across the organization.
Financial Planning & Analysis Manager Professional Physical TherapyFinancial Planning & Analysis ManagerMelville, NY$100,000–$110,000Under the direction of the Director of FP&A, the Financial Planning & Analysis Manager will lead and mentor a team of Financial Analysts while supporting the consolidation, analysis, and interpretation of financial and operational data across the organization. This role is responsible for developing financial models, reporting, forecasting, and business insights that help drive strategic decision-making, identify opportunities, and improve overall financial performance.
NewFinancial Planning Analyst St. Catherine of Siena Medical CenterFinancial Planning AnalystRockville Centre, NY$65,000–$75,000 / yearIn addition to the estimated base pay provided, Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and educational growth. The Financial Planning & Analysis team serves as a centralized function across Catholic Health, leveraging Strata Decision Technology (SDT) to execute and sustain healthcare financial planning initiatives.
NewFinancial Planning Analyst Catholic HealthFinancial Planning AnalystRockville Centre, New York$65,000–$75,000 / yearIn addition to the estimated base pay provided, Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and educational growth. Job Details: The Financial Planning & Analysis team serves as a centralized function across Catholic Health, leveraging Strata Decision Technology (SDT) to execute and sustain healthcare financial planning initiatives.
Financial Planning & Analysis Manager Lee Hecht HarrisonFinancial Planning & Analysis ManagerHauppauge, NY$150,000–$170,000 / yearThis high-impact role will serve as a key business partner to operations, supply chain, and senior leadership, focusing on cost analysis, capital planning, and long-term operational strategy. A growing and well-established company in Suffolk County, Long Island is seeking a results-driven and strategic Finance Manager to support operations with financial leadership and insight.
Manager of Financial Planning and Analysis Lee Hecht HarrisonManager of Financial Planning and AnalysisMelville, NY$140,000–$150,000 / yearAdvanced Excel skills required; experience with Power Query, Power BI, or similar analytics tools strongly preferred. This role will also support the consolidation and integration of financial and operational data across multiple systems to improve reporting accuracy and business insights.
Manager of Financial Planning & Analysis ONS MSO LLCManager of Financial Planning & AnalysisStamford, CTHeadquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts. As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care.
Director, Finance Strategy and Planning Mastercard IncDirector, Finance Strategy and PlanningPurchase, NY$164,000–$271,000 / yearOverview: The Director, Finance Strategy and Planning, Worldwide Finance, reports to the Group Executive, FP&A, and is responsible for 1) supporting the Finance Leadership Team (FLT) objectives, including the planning and coordination of meetings and follow-up on projects and initiatives; 2) driving the coordination, development and execution of communications throughout Worldwide Finance; and 3) supporting the CFO with the planning and coordination of internal and external engagements such as presentations, coordination of CFO quarterly all hands meetings, as well as other activities including the organization of the OCFO. All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and.
GTM Planning Rhythm of Business (ROB) Senior Associate Grant Thornton LLPGTM Planning Rhythm of Business (ROB) Senior AssociateMelville, NY$96,000–$144,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Tax Manager, Internal Tax Team - Strategy and Planning Deloitte Touche Tohmatsu LtdTax Manager, Internal Tax Team - Strategy and PlanningStamford, CT$97,600–$200,600 / yearThe Strategy and Planning Team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms' transactions (e.g., acquisitions, divestitures, and internal restructuring), tracking proposed and enacted federal, state, and local legislation and assessing its impact on the US Firms' entities and its partners, advising other internal functions or our business leadership on the tax consequences of various client and/or vendor obligations, and at times will assist our reporting teams with workpaper preparation and the review of federal partnership returns. Support the team to review and summarize tax-related provisions in legal documents (e.g., purchase and sale agreements, contribution agreements, restructuring documents) for US Firms' transactions to identify tax risks, elections, and post-close action items.
Senior Planner, Capital Project Planning National Grid USA Service Company, Inc.Senior Planner, Capital Project PlanningMELVILLE, NYThis role is responsible for developing, maintaining, and analyzing project schedules and cost data to ensure alignment with project scope, schedule, and budget, while providing data-driven insights to support project teams and decision-making. Key Accountabilities* Develop and maintain integrated project schedules in Primavera P6 aligned with defined WBS, including performing routine updates to ensure accuracy, completeness, and alignment with project inputs.*
Coordinator, Facilities Planning Special Projects St. Catherine of Siena Medical CenterCoordinator, Facilities Planning Special ProjectsMelville, NY$85,000–$95,000 / yearVP Real Estate & Facility Administration, the Coordinator of Real Estate Development and Facilities is responsible is responsible for coordinating various aspects of assigned projects and administrative services in the areas of real estate development, facilities management, public safety, and will plan, organize, and direct execution of special projects, events, and requests. This position requires close collaboration with system wide leadership in the areas of facility planning, public safety, real estate transactions, capital projects, facility management requirements, signage and branding and any system special project required.
Coordinator, Facilities Planning Special Projects Catholic HealthCoordinator, Facilities Planning Special ProjectsMelville, New York$85,000–$95,000 / yearVP Real Estate & Facility Administration, the Coordinator of Real Estate Development and Facilities is responsible is responsible for coordinating various aspects of assigned projects and administrative services in the areas of real estate development, facilities management, public safety, and will plan, organize, and direct execution of special projects, events, and requests. This position requires close collaboration with system wide leadership in the areas of facility planning, public safety, real estate transactions, capital projects, facility management requirements, signage and branding and any system special project required.
Demand Planning Manager, Tate''''s Mondelez International IncDemand Planning Manager, Tate''''sShirley, NY$86,900–$119,515 / yearWe have corporate offices, sales, manufacturing and distribution locations throughout the U.S. to ensure our iconic brands-including Oreo and Chips Ahoy! cookies, Ritz, Wheat Thins and Triscuit crackers, and Swedish Fish and Sour Patch Kids confectionery products -are close at hand for our consumers across the country. In this role, you will track forecast accuracy and bias, perform root-cause analysis on misses, facilitate customer-level demand reviews, and develop ad hoc analyses to support business decisions across promotions, distribution scenarios, and SKU rationalization.
Financial Solutions Advisor Registration Candidate - Wantagh Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Wantagh Financial CenterWantagh, NY$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Business Planning Analyst Charter Communications IncBusiness Planning AnalystStamford, CTHOW YOULL MAKE AN IMPACT Actively and consistently support efforts to simplify and enhance the customer experience Analyze operational spending trends and identify opportunities to improve cost efficiency and meet key performance indicators Prepare recurring financial reports, perform monthly variance analysis to budget/forecast, and support leadership reviews Build and maintain financial models to support forecasting and planning, and the annual budgeting process Support annual budgeting process and ongoing operating expense forecasting and reforecasting Collaborate with business partners to understand cost drivers and improve forecast accuracy Identify and recommend opportunities to improve or streamline financial processes and reporting, and support ad hoc analysis as needed WHAT YOULL BRING TO SPECTRUMRequired QualificationsEducation: Bachelors degree in business or related field or equivalent experience Experience: 2+ years of business planning, financial analysis or related experience Skills: Strong prioritization and organizational skills Prioritize and organize effectively while handling multiple projects and competing priorities Work independently and as part of a team Proficient in analyzing and interpreting data Quickly identify business challenges and opportunities Effective verbal and written communication skills with all levels of management Proficiency with software applications such as Word and Excel Read, write, speak and understand English Preferred QualificationsExperience: 1-3 years in financial planning and analysis, financial analysis, consulting or a similar role Supporting budgeting or forecasting processesSkills: Advanced proficiency in Excel including pivot tables and financial modeling with large datasets Clearly communicate financial information to non-finance partners Financial planning systems or data visualization tools such as Power BI or Tableau #LI-JV1 FAN376 2026-71921 2026 Here, our employees dont just have jobs, theyre building careers. In this role, youll work closely with finance leadership and operational teams to help manage budgets, build financial models and deliver insights that drive performance and support strategic goals.
Manager, Corporate Finance & Planning Liberty Utilities (Canada) Corp.Manager, Corporate Finance & PlanningNY$130,000–$155,000 / yearFull base salary range $130,000.00- $155,000.00 per year*Liberty considers several factors when extending an offer, including but not limited to, the role and responsibilities, a candidates work experience, education, training and skills, and geographic location. Acting as a central coordination point across FP&A functions, the position applies advanced financial analysis and modeling to challenge assumptions, identify risks and opportunities, and support enterprise decision-making.
Financial Solutions Advisor - New Canaan Financial Center Bank of AmericaFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, ConnecticutKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Williston Park Financial Center Bank of America CorpFinancial Solutions Advisor - Williston Park Financial CenterNYAccount Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage client leads • Making referrals to business partners based on client needs and asset thresholds • Meeting with clients to review financial and investment goals • Building a financial plan and recommending brokerage products.
Estate Planning Strategist, VP Morgan StanleyEstate Planning Strategist, VPPurchase, NY$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. More specifically: Working closely with senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning.
Senior Financial Analyst, FP&A TouchCareSenior Financial Analyst, FP&AStamford, CTWe are seeking a highly analytical, business-minded Financial Analyst, FP&A to support financial planning, forecasting, operational reporting, and strategic analysis across the organization. You will work closely with Finance leadership, executive leadership, and operational stakeholders to help drive data-backed decision-making and support the next phase of company growth.
Financial Service Executive Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Service ExecutiveEast Hills, NY$100,000–$200,000 / yearPerks: High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $100,000–$200,000*. Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group).
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorDeer Park, NY$100,000–$150,000 / yearOur Long Island office in New York is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the clients expectations. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
GTM Planning Performance & Modeling Senior Associate Grant Thornton LLPGTM Planning Performance & Modeling Senior AssociateMelville, NY$96,000–$144,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Workforce Business Planning Analyst SPECTRUMWorkforce Business Planning AnalystStamford, CTWhen you join our team, you’ll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. . That’s why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life.
Financial Advisor- Entry Level Denis DevelopmentFinancial Advisor- Entry LevelHauppauge, NY$50,000–$100,000In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. Key responsibilities include understanding client needs, providing tailored financial advice, and maintaining strong client relationships.
Workforce Business Planning Analyst Charter Communications IncWorkforce Business Planning AnalystStamford, CTBeyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand.
Sr Financial Analyst Gartner IncSr Financial AnalystStamford, CTReporting & Insights: Deliver timely, insightful reporting to IT leadership, including analysis of personnel and technology investments; present findings as needed to enable informed, data-driven decision-making. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
Financial Controller Slomins IncFinancial ControllerHicksville, NYSlomin's Inc., the nation's largest privately owned home security company and residential heating oil provider, is looking for a Full-Time Financial Controller based out of our corporate office on Long Island, NY. The ideal candidate will possess strong analytical and organizational skills, attention to detail, and the ability to manage multiple financial functions in a fast-paced and ever-changing environment.
NewSr. Financial Analyst St. Catherine of Siena Medical CenterSr. Financial AnalystRockville Centre, NY$90,000–$115,000 / yearDUTIES/RESPONSIBILITIES: Develop proficiency related to all modules of Strata Decision Technology utilized by Catholic Health including Operating Budgeting, Capital Management, Management Reporting, Productivity Reporting, Rolling/Long-Range Forecasting, Strategic Planning, Stratasphere and Continuous Improvement. A centralized department serving the health system, Finance and Performance Management drives execution and maintenance of financial planning initiatives within Strata Decision Technology- a web-based platform specializing in healthcare financial planning services.
NewSr. Financial Analyst Catholic HealthSr. Financial AnalystRockville Centre, New York$90,000–$115,000 / yearDevelop proficiency related to all modules of Strata Decision Technology utilized by Catholic Health including Operating Budgeting, Capital Management, Management Reporting, Productivity Reporting, Rolling/Long-Range Forecasting, Strategic Planning, Stratasphere and Continuous Improvement. Job Details: A centralized department serving the health system, Finance and Performance Management drives execution and maintenance of financial planning initiatives within Strata Decision Technology- a web-based platform specializing in healthcare financial planning services.
Financial Advisor Northwestern MutualFinancial AdvisorNorwalk, Connecticut$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Demand Planning Manager Gorilla CommerceDemand Planning ManagerNorwalk, CTRemoteFull timeIn this role, you will help guide product-level strategic business outlook by forecasting demand units, in relation to pricing, advertising, and other key metrics, creating plans that drive day-to-day execution across cross-functional teams. Leverage third-party and internal data sources to validate existing forecasts and establish a comprehensive growth strategy and forecasts for new business ventures (e.g., new marketplaces, product listings, SKUs) .
Retirement Plan Consultant - Hybrid (Armonk, NY) Insight Performance IncRetirement Plan Consultant - Hybrid (Armonk, NY)Armonk, NY$160,000–$200,000 / yearOneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to prospective clients.
NewFinancial Advisor - Bethpage TD BankFinancial Advisor - BethpageBethpage, New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.