VP Financial and Strategic Risk Management United Nations Federal Credit UnionVP Financial and Strategic Risk ManagementNew York, NY$200,000 / yearFinancial Risk Oversight• Provide second-line oversight of key financial risks, including capital, liquidity, interest rate, credit, and funding risks, while overseeing KRIs and risk metrics to ensure alignment with risk appetite, consistent reporting, and timely escalation of threshold breaches.• Strategic Risk Oversight• Oversee and independently challenge strategic risks arising from business initiatives, growth plans, funding strategies, external dependencies, and changing market conditions, ensuring risks are identified early and incorporated into decision-making.•
NewEstate Planning Attorney JobotEstate Planning AttorneyNew York, NY$160,000–$180,000 / 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. Our Private Wealth Services practice serves real estate investors, business owners, and entrepreneurs with complex financial lives, which means estate.
NewSenior Associate Financial Due Diligence JobotSenior Associate Financial Due DiligenceNew York, NYRemote$120,000–$145,000 / 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. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.
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.
Workday Financial Consultant Federal Home LoanWorkday Financial ConsultantNew York, NY$80–$80 / hourFull timeWorkday Finance Specialist: This role will work closely with Finance functional leads, HR, IT and external implementation consultants to ensure that financial modules and business processes are accurately configured, tested, and aligned with requirements. Responsibilities include supporting data validation, business process setup, reporting, ongoing support, and long-term optimization of Workday.
Director, Finance Transformation | Office of CFO Advisory Fti ConsultingDirector, Finance Transformation | Office of CFO AdvisoryNew York, NYLead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting’s Corporate Finance & Restructuring organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Junior Financial Analyst - Temp to Hire Page GroupJunior Financial Analyst - Temp to HireNew York, NY$28–$33 / hourp>Corporate Financial Analyst is needed to support enterprise-wide financial reporting, analytics, and planning activities, partnering closely with senior leadership. This role focuses on financial modelling, variance analysis, and business insights to support strategic decision-making across multiple business units.
Senior Manager, Product Management – Consumer Financial Service Western Union Business Solutions (acquired by Convera)Senior Manager, Product Management – Consumer Financial ServiceNew York, NY$150,000–$190,000 / yearDrive cross-functional roadmap alignment across core business stakeholders, regional product leads, engineering, compliance, legal, marketing, and customer care teams. As the lead for this product area, you will define and drive a globally scalable yet locally tailored strategy across lending, card, bill pay, and other financial services products.
NewTransaction Advisory Managing Director - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Managing Director - Financial Due Diligence (FDD)New York, NY$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
NewFinancial Professional - Nyc New York Life - Kaysilyn LawsonFinancial Professional - NycNew York, NY$100,000–$120,000 / yearSpend 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. Responsibilities:Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking.
NewAssurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
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.
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.
Head of Financial Reporting Page GroupHead of Financial ReportingNew York, NY$200,000–$250,000 / yearFull timeThe position provides strong exposure to senior management and plays a critical role in ensuring the integrity and transparency of financial information within a complex regulatory environment. This is a highly visible leadership role offering the opportunity to shape and enhance a firm's financial reporting and regulatory framework.
NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
NewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesNew York, NY$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information 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.
Financial 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.
NewSr. Backend Engineer dv01Sr. Backend Engineer51 E 12th St #2nd, NY$140,000–$160,000 / yearYOU WILL: Bring transparency to the financial markets: You will bring transparency to consumer lending, mortgages, and other asset classes, by enabling our customers at banks, hedge funds, and credit originators via our SaaS offering including our Cashflows API product to quickly extract insights from large private and public datasets. This includes working closely with the product team to understand the customer story, design team to understand the motivation behind the UI/UX, the data engineering team to understand the most efficient way to query that data, and finally front-end engineers to fully build out the product.
Corporate Vice Pres, Dir, AI/Agentic Experience Strategy and UX Architecture - Consumer Journeys New York Life Insurance CompanyCorporate Vice Pres, Dir, AI/Agentic Experience Strategy and UX Architecture - Consumer JourneysNew York, NY$119,000–$200,000 / yearThe ideal candidate brings deep knowledge of how consumers and clients engage with life insurance, financial planning, retirement, and wealth management products and services across their lifecycle, combined with working fluency across AI and agentic technology domains, and a track record of moving beyond advisory work into hands-on concept development and experimentation. Maintain working fluency across key AI and agentic domains, including generative AI and LLMs, agentic and multi-step task automation, predictive and next-best-action models, conversational AI and virtual assistants, and RAG-based knowledge systems, sufficient to engage credibly with technical partners and evaluate capability claims.
Corporate Vice President - Integrated Solutions Delivery Lead New York Life Insurance CompanyCorporate Vice President - Integrated Solutions Delivery LeadNew York, NY$160,000–$228,500 / yearThis role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions. The Integrated Solutions Delivery Lead is a key leadership role responsible for managing teams of technology professionals who design, develop, test and deploy a suite of integrated capabilities across Insurance, Annuities, and Wealth Management solutions.
Investment Banking Chief of Staff, VP BarclaysInvestment Banking Chief of Staff, VPNew York, NYSupport to senior leadership to ensure appropriate resourcing across the business/function including planning and forecasting, partnering with HR to drive talent development and succession planning including the identification of high-potential employees, provision of mentorship and guidance, and support to leadership development and diversity initiatives. Strategic support to senior executives, such as the CEO or other top-level leaders including assistance in the development and execution of in year and multi-year business strategy, research, and analysis to support decision-making and act as delegate for the senior executive in specific situations.
Corporate Vice President - Corporate Development & Strategy New York Life Insurance CompanyCorporate Vice President - Corporate Development & StrategyNew York, NY$175,000–$235,000 / yearWe are looking for outstanding individuals with excellent intellectual & analytical capabilities, pragmatic problem solving skills, strong communications & influencing capabilities, a robust strategy & change management toolkit and a passion to effect change across the organization at the most senior levels. The Corporate Development and Strategy team works closely with the CEO and the Executive Leadership Team to help define & articulate business strategy and support oversight and execution of key enterprise strategic initiatives and other large / complex programs.
NewStrategic Communications Lead – Pharma/Biotech IQVIAStrategic Communications Lead – Pharma/BiotechBrooklyn, NY$95,300–$237,500 / yearIn chosen areas of specialism (scientific or strategic), is capable of constructively challenging client thinking on a peer-to-peer level, producing novel points of view to help clients view potential solutions from new angles where appropriate and useful. Effectively leads client account teams setting the strategy (in partnership with Arc Bio Partners and clients), proactively reviews and evaluates progress, course correcting where necessary.
M&A Business Manager AVP BarclaysM&A Business Manager AVPNew York, NYTo be successful as an M&A Business Manager AVP, you should have: Proven experience in business management, strategy execution, or COO/Business Manager functions within Investment Banking, with strong understanding of M&A deal lifecycles and financial drivers. Join Barclays as an M&A Business Manager AVP, where you will have the chance to serve as a strategic partner to senior banking leadership, driving execution of business priorities while ensuring disciplined performance management across the M&A franchise.
NewSenior Trust Officer Midland States BankSenior Trust OfficerTarrytown, NY$106,250–$177,050 / yearThe Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
NewDirector, Tax Operations bdo consultingDirector, Tax OperationsNew York, NY$195,000–$230,000 / yearPrepares brief write-ups (Quasi-MD&A)/ analysis comparing the Monthly, Quarterly and YTD results to budget and to prior year, noting the significant fluctuations, if any; investigates any matter that appears to be unusual or isn’t easily identifiable by maintaining a monthly summary. Assists the MP (and Market Managing Partners (MMPs)) with formal and informal succession planning of the Geography to ensure smooth transition of roles within the geography and local departments with limited to no disruption to operations or exceptional client service, as well as promoting career advancement.
NewHead of Strategic Finance, Product & Engineering PlaidHead of Strategic Finance, Product & EngineeringNew York, NY$210,000–$390,000 / yearCross-functional Partnership — Build trusted relationships across the company, acting as the connective tissue between EPD and the rest of the business — and especially between Product and GTM, where you’ll provide counsel and analytical support on cross-functional priorities. Resource Allocation — Partner with the CPO and CTO on capital deployment, including headcount planning by key function and team, capacity modeling that maps directly to the product roadmap, the EPD AI tooling approach, and scenario planning.
Leveraged Finance Capital Markets, Vice President BarclaysLeveraged Finance Capital Markets, Vice PresidentNew York, NYYou will be a dedicated resource for the LFCM desk, working to support the origination and ultimate distribution of Leveraged Finance transactions, including conducting market soundings/pre-marketing, collaborating on discussions with investors, running pricing calls and other transaction execution requirements, and driving the order book building/allocation process. Identification, assessment, and management of risks associated with syndicated fixed income capital markets transactions and development of risk mitigation strategies in alignment with regulatory requirements, including the increase in complexity and potential conflicts of interest. .
NewLife Sciences Communications Consultant IQVIALife Sciences Communications ConsultantAstoria, NY$95,300–$237,500 / yearIn chosen areas of specialism (scientific or strategic), is capable of constructively challenging client thinking on a peer-to-peer level, producing novel points of view to help clients view potential solutions from new angles where appropriate and useful. Effectively leads client account teams setting the strategy (in partnership with Arc Bio Partners and clients), proactively reviews and evaluates progress, course correcting where necessary.
NewSenior Scientific Communications Consultant IQVIASenior Scientific Communications ConsultantBrooklyn, NY$95,300–$237,500 / yearIn chosen areas of specialism (scientific or strategic), is capable of constructively challenging client thinking on a peer-to-peer level, producing novel points of view to help clients view potential solutions from new angles where appropriate and useful. Effectively leads client account teams setting the strategy (in partnership with Arc Bio Partners and clients), proactively reviews and evaluates progress, course correcting where necessary.
NewSenior Strategic Communications Consultant IQVIASenior Strategic Communications ConsultantBrooklyn, NY$95,300–$237,500 / yearIn chosen areas of specialism (scientific or strategic), is capable of constructively challenging client thinking on a peer-to-peer level, producing novel points of view to help clients view potential solutions from new angles where appropriate and useful. Effectively leads client account teams setting the strategy (in partnership with Arc Bio Partners and clients), proactively reviews and evaluates progress, course correcting where necessary.
Corporate Vice President - MarTech Delivery Lead New York Life Insurance CompanyCorporate Vice President - MarTech Delivery LeadNew York, NY$185,000–$264,500 / yearSuccess in this role requires deep marketing technology expertise, strong engineering leadership, Adobe platform experience, and the ability to orchestrate complex, cross-functional delivery at scale. The role ensures scalable, secure, and compliant solutions that integrate seamlessly across core enterprise systems while delivering exceptional digital experiences in a regulated environment.
Accounting Manager Page GroupAccounting ManagerManhattan, NY$120,000–$140,000 / yearFull timeFollowing the successful establishment of their US entity, they are now expanding operations across North America with plans to launch retail stores and e-commerce operations over the coming years. The business currently has approximately 100 employees in the US and operates out of Manhattan, with leadership teams based across New York, Japan, and San Francisco.
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.
Senior Financial Analyst, Affiliate Financial Planning & Analysis Horizon Media LLCSenior Financial Analyst, Affiliate Financial Planning & AnalysisNY$85,000–$100,000 / yearWe provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement. Collaborate closely with affiliate business management teams and Horizon finance teams to analyze monthly revenue/expense variances and ensure accruals and adjustments are properly recorded in the accounting records.
Manager, Financial Planning & Analysis Center for Justice InnovationManager, Financial Planning & AnalysisNew York, New YorkResponsibilities include but are not limited to: Oversee the management of project grants, budgets, revenue, expenditures, and contract compliance; Supervise a team of analysts with day to day responsibility for project grants, budgets, revenue, expenditures, and contract compliance; Work closely with government agencies, private funders, and other outside stakeholders; Provide financial review and approval of the Center’s revenue and expense contracts; Review monthly, quarterly, and annual close and identify adjusting journal entries as need; Review and approve vendor invoices, expense reports, and corporate card reconciliations; Review and approve invoices to funders; Monitor accounts receivable aging and facilitate the collection of payment from funders; Reconcile receivable accounts; Support the Director with financial duties and special projects as needed; and . At least 5-7 years of demonstrable experience and success in nonprofit financial management required; At least 1-2 years of prior supervisory experience strongly preferred; Bachelor’s degree in finance, accounting, business administration, or other related fields strongly preferred; Strong interpersonal communication skills; Excellent written and verbal skills; Ability to work in a fast-paced environment is crucial to meet deadlines and manage time effectively; Capability to work independently and prioritize tasks to ensure the timely completion of projects; Ability to handle sensitive information which requires maintaining confidentiality and exercising discretion; A positive attitude and a team-oriented mindset are essential to foster a collaborative work environment; and .
Senior Director, Budget and Financial Planning & Analysis New York UniversitySenior Director, Budget and Financial Planning & AnalysisNew York, New York$255,500–$305,500 / yearPosition Summary: Under the direction of the Vice President for Budget and Planning, the Senior Director is a leadership position within the Budget Office, with management and oversight responsibilities for the University's consolidated and Unit Budgeting, Financial Planning and Analysis and select strategic projects and reporting. 10+ years of experience in financial planning and analysis or closely related field with responsibility for large program/functional area; managerial/coaching experience; proven track record of being a positive change agent.
Senior Director, Financial Planning & Analysis Quest Diagnostics IncSenior Director, Financial Planning & AnalysisSecaucus, NJ$180,000–$240,000 / yearQualifications: Bachelor's degree in accounting or finance is required CPA or MBA preferred Approximately 15+ years of professional accounting/finance experience Demonstrates a strong knowledge of operational and financial processes and practical application of financial and strategic analysis Demonstrates exceptional skill in working with senior management and the executive team Experience leading and managing a team CompetenciesLeadership: Be recognized as a leader in the Company's Finance function Demonstrate tactical and strategic thinking leadership skills Demonstrate a high level of integrity People Management: Excellent people management skills Motivate and develop staff Influencing: Challenge the status quo Possess strong change management skills Possess backbone, an ability to push back and hold ground Continually raise the bar Interpersonal: Excellent communication skills (both verbal and written) Presentation skills and ability (to highest level in organization) Demonstrate a sense of urgency: Possess an appropriate level of "fire in the belly" Hands-on manager Strong PC skills Attention to detail Excellent follow-up ability Process driven Customer service focused 61609Quest Diagnostics honors our service members and encourages veterans to apply. Collaboratively work with Business Partners (DIS and Regional Commercial and Operations leadership, Clinical Franchise leadership, Executive Finance Directors and DS Finance Directors and their teams) to provide insightful financial analysis with respect to consolidated results (including the key drivers of business performance), including budgets, forecasts and month-end results.
Director, Financial Planning & Analysis Herself HealthDirector, Financial Planning & AnalysisNew York, NYWe are building a new model of primary care for women 50+ to solve long-standing problems: rushed appointments, long wait times, and care that's generalized rather than specialized towards women's needs later in life such as menopause, post-menopausal care, bone density, weight management, and mental, social and emotional well-being. Our ideal candidates have strategic prowess and the ability to use data to build best practices and implement great ideas in collaboration with our team and our community.
Senior Analyst, Financial Planning & Analysis Mutual of AmericaSenior Analyst, Financial Planning & AnalysisNew York, New YorkBuilds confidence in dealing with the business and knowledge of more in-depth tasks, developing the ability to take on more complex analyses and builds relationships to ensure achievement of Mutual of America’s strategy and objectives. The Senior Analyst, Financial Planning & Analysis is responsible for supporting the planning and analysis processes surrounding the company’s revenue/expenses/premiums.
VP, Corporate Financial Planning and Analysis Gerson Lehrman Group IncVP, Corporate Financial Planning and AnalysisNY$162,000–$220,000 / yearWe connect global decision-makers-from hedge fund managers and private equity partners to strategy leaders at Fortune 500s-with the specific, authoritative voices required to answer their most critical questions. Strategic Decision Support: Provide decision support to senior leadership by evaluating investment opportunities, strategic initiatives, and business expansion plans.
Assistant Vice President, Financial Planning and Analysis Tradeweb Markets IncAssistant Vice President, Financial Planning and AnalysisNY$70,000–$160,000 / yearTradeweb plays a central role in modernizing market structure by developing innovative trading protocols, embedding analytics into execution, and building technology infrastructure that supports the convergence of traditional and digitally native financial markets. Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
Associate Manager, Financial Planning MissionSquare RetirementAssociate Manager, Financial PlanningNY$84,880–$127,330 / yearWe focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
Financial Planning, Senior Director Oppenheimer & Co. Inc.Financial Planning, Senior DirectorNew York, NY$130,000–$150,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities.
Sr. Manager, Financial Planning & Analysis (FP&A)(NYC) Medidata Solutions IncSr. Manager, Financial Planning & Analysis (FP&A)(NYC)NY$135,000–$190,000 / yearCelebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry. Drive the preparation and presentation of sophisticated monthly and quarterly financial reports and analyses to senior management and the executive leadership team, including comprehensive variance analysis, key performance indicators (KPIs), and strategic insights.
Financial Planning Strategist Canadian Imperial Bank of CommerceFinancial Planning StrategistNew York, NY$125,000–$140,000 / yearAs a Financial Planning Strategist, you will be responsible for supporting and working closely with Relationship Managers (RM), Business Development Officers and clients to analyze, communicate and implement financial planning strategies for HNW/UHNW clients, as well as provide client support to the Wealth Strategies team. Perform financial planning analyses, including reviewing financial statements and other data, gathering additional data as necessary, entering data, evaluating alternative scenarios to respond to the client request, as well as alternatives to prompt additional planning considerations.