55 financial wellness associate jobs found in New York

Position Overview Job Title Investment Banking & Capital Markets (IBCM) – Transaction Coordination Group – Client Management Team Corporate Title Analyst/Associate Location New York, NY Overview As part of the Transaction Coordination Group (TCG), you will support our Investment Banking & Capital Markets (IBCM) business by providing support to our client portfolio across the various sub-businesses. In this role, you’ll be responsible for ensuring IBCM clients maintain active and compliant status through the lifecycle of the relationship, as well as coordinating the KYC onboarding process for new clients. This includes working closely with IBCM Coverage and Product teams, external clients, the client onboarding team (CLM), anti-financial crime (AFC) team, non-financial risk team (NFR), and various operations and risk management teams. This is a great opportunity to build relationships, expand your skillset and learn many of the different business areas within...

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. Deeply curious with a demonstrated ability to uncover the needs of the client. Giving and receiving constructive feedback are hallmarks of your character. Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. Takes tremendous pride in your knowledge of the investment...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Nuveen. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Nuveen Business Management The Business Management team operates under the Chief Operating Officer and is responsible for business management activities and strategic project support for Nuveen. The team provides counsel to senior leadership of Nuveen and manages cross-functional initiatives. Responsibilities of the team include providing thought leadership for strategic decisions, translating strategy into actionable plans, partnering with business units to manage large-scale...

Nuveen Green Capital (NGC) is a rapidly growing company with the goal of changing how our country's commercial real estate buildings produce and use energy. We finance commercial real estate new construction developments, substantial rehab projects, and retrofits of existing buildings with an innovative financing product called C-PACE (Commercial Property Assessed Clean Energy). Nuveen Green Capital is the nation's leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial real estate project's construction budget and is paired with traditional construction, bridge, and permanent financing to complete a project's capital stack. C-PACE financing is attractively priced construction-to-permanent financing that is growing in popularity among real estate developers and property owners. The Associate, CPACE Transaction Management is responsible for assisting in identifying investment opportunities via...

The Analyst, Real Estate Asset Management job assists in maximizing the value of the organization's real estate portfolio through the execution of managing, leasing, development, and dispositions of diversified, domestic real estate investments. Working under close supervision, this job seeks to achieve superior returns on real estate assets through active management and leasing while operating in a highly collaborative environment. Key Responsibilities and Duties Assists with managing a portfolio of real estate assets. Helps to analyze & compare proposals for potential property management, leasing and construction contracts. Assists with researching and analyzing investment strategies within a significant portfolio of real estate investments, usually covering more than one region or geographical market. Prepares financial analysis/modeling to assess current and projected performance of property investments. Researches current issues...

Nuveen Green Capital (NGC) is a rapidly growing company with the goal of changing how our country’s commercial real estate buildings produce and use energy. We finance commercial real estate new construction developments, substantial rehab projects, and retrofits of existing buildings with an innovative financing product called C-PACE (Commercial Property Assessed Clean Energy). Nuveen Green Capital is the nation’s leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial real estate project’s construction budget and is paired with traditional construction, bridge, and permanent financing to complete a project’s capital stack. C-PACE financing is attractively priced construction-to-permanent financing that is growing in popularity among real estate developers and property owners. The Associate, CPACE Transaction Management is responsible for assisting in identifying investment opportunities via...

Nuveen Green Capital (NGC) is a rapidly growing company with the goal of changing how our country’s commercial real estate buildings produce and use energy. We finance commercial real estate new construction developments, substantial rehab projects, and retrofits of existing buildings with an innovative financing product called C-PACE (Commercial Property Assessed Clean Energy). Nuveen Green Capital is the nation’s leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial real estate project’s construction budget and is paired with traditional construction, bridge, and permanent financing to complete a project’s capital stack. C-PACE financing is attractively priced construction-to-permanent financing that is growing in popularity among real estate developers and property owners. The Associate, CPACE Transaction Management is responsible for assisting in identifying investment opportunities via...

Business Management The Business Management job is responsible for providing strategic advice for the assigned business area. While focusing on the highest level projects, this job executes strategic business management consulting by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and being the central point of contact for leaders in the execution of business management tasks. This job is a recognized master in the Business Management area. Key Responsibilities and Duties Acts as a technical/functional master in assigned area and makes decisions on tactical issues that impact the business. Oversees the implementation of policies and procedures in support of the business area strategy. Drives process improvements in assigned business area. Analyzes and reports to senior management on area data (financial, headcount, etc.) and performance metrics. Oversees business...

The Administrative Assistant provides administrative support and coordinates activities for specific individuals or teams, ensuring efficient office functioning through a range of responsibilities. Under moderate supervision, job provides an opportunity to play a key role in ensuring the success of daily operations for employees of all levels. Key Responsibilities and Duties Maintains office inventory, facilitates supply orders and completes other general office duties. Supports employees with various tasks related to onboarding, appointment setting and travel arrangements. Provides meeting assistance through scheduling, presentation preparation and diligent note taking. Handles various office tasks related to communication and organization. Upholds organizational policy and procedures, while also ensuring office-wide coordination efforts among various teams and departments. Educational Requirements High School Preferred Work...

Nuveen Business Management The Business Management team operates under the Chief Operating Officer and is responsible for business management activities and strategic project support for Nuveen. The team provides counsel to senior leadership of Nuveen and manages cross-functional initiatives. Responsibilities of the team include providing thought leadership for strategic decisions, translating strategy into actionable plans, partnering with business units to manage large-scale programs, developing hypotheses and conducting analyses, synthesizing complex information, and communicating recommendations. Key Responsibilities and Duties Work closely with stakeholders across functions - such as Sales, Marketing, Investments, Finance, Operations, Technology and Communications - to deliver strategic initiatives Prepare executive-level presentations for Nuveen and TIAA leaders and Board members Participate in planning meetings in support of various projects and...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Account Manager I within PNC's Treasury Management Sales organization, you will be based in Pittsburgh PA or Charlotte NC or Chicago IL or Denver CO or NYC. Additional Details: Support Treasury Management Sales Officers ? Data Analytics ? Support pricing of new sales opportunities. ? Assist Treasury Management Officer with client presentations. ? Responsible for the sales/service success of the Financial Institutions Group segment ? Client facing role with presentations and reviews. ? Provide sales/service support to select clients in the absence of Treasury Management Officer. ?...

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed , valuing each other , acting with speed and having an owner’s mindset . As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Bloomberg. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Control Management Specialist Location New York Business Area Accounting and Finance Ref # 10048215 Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Account Manager I within PNC's Treasury Management Sales organization, you will be based in Little Falls NJ or NYC. Additional Details: The Account Manager I - Treasury Management provides sales, administrative, and client-facing support to Regional Treasury Management Real Estate (TMRE) teams. This role partners closely with Treasury Management Officers (TMOs) to support their client and prospect relationships by actively preparing for client engagements, developing and presenting client-ready materials, participating in meetings and calls as appropriate, and managing follow-up to ensure commitments...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Quantitative Analytics and Model Consultant within PNC's Market Risk Oversight organization, you will be based in Pittsburgh, PA, New York City, Cleveland, OH, Washington, DC or Charlotte, NC. This role provides second-line oversight of Interest Rate Risk in the Banking Book, focusing on NII and EVE frameworks. The position requires strong quantitative skills, technical proficiency, and the ability to collaborate across multiple functions. Responsibilities · Support the Head of IRRBB in executing risk oversight strategy. · Develop analytics and automation using Python and SQL. · Monitor IRRBB...

Job Description The New York City Department of Health and Mental Hygiene (NYC Health Department) is one of the oldest health departments in the country with over 200 years of experience in promoting and protecting the health of city residents. The NYC Health Department's Division of Disease Control (Division) is responsible for the prevention, identification, surveillance, and control of infectious diseases in NYC. The Division is comprised of seven bureaus: Bureau of Division Management and Systems Coordination, Bureau of Communicable Disease Control, Bureau of Hepatitis, HIV and STIs, Bureau of Immunization, Bureau of Tuberculosis Control, Bureau of Public Health Clinics, and the Public Health Laboratory. The Bureau of Division Management and Systems Coordination leads administrative, surveillance, informatics, preparedness, policy, communications, community engagement, and racial equity and social justice activities for the Division and guides the strategic use of Division...

Job Description The Division of Disease Control's mission is to safeguard the health of New Yorkers through identification, surveillance, treatment, control, and prevention of infectious diseases, which is achieved through varied and interrelated endeavors of its seven Bureaus. The Bureau of Division Management & Systems Coordination (DMSC) leads administrative, surveillance, informatics, preparedness, policy, communications, community engagement, and racial equity and social justice activities for the Division and guides the strategic use of Division resources to advance innovative and effective policies and programs. Position Summary: DMSC seeks a Community Health Liaison to work with Division of Disease Control (DDC) programs and other Health Department divisions as necessary to promote the health of the Orthodox Jewish community and assist in disease outbreak prevention and response related to vaccine-preventable disease, neonatal Herpes simplex virus, enteric...

Company Description For decades, Saatchi & Saatchi Wellness has provided consumer and professional marketing, strategic consulting, and medical education to pharmaceutical and wellness brands. Our mission is to inspire a healthier, happier, well-er world through award-winning work. If you google us (which you may have done already), you’ll see that spreading wellness is literally our mission. We don’t just talk about making your well-being the most important thing, we mean it. Having a flexible hybrid-work policy, plentiful time off, and colleagues who want you to do well are all part of the gig. Oh, and of course the opportunity to work on some of the good-vibiest campaigns on the planet with very caring, very resourceful people. So, if you’re a rockstar writer, aspiring strategist, jill—or jack—of all trades, or just an all-around nice person, let’s chat. Overview We’re searching for a Senior Account Executive who can bond with the client daily, carry cross-channel...

The Executive Liaison is responsible for delivering the highest standards in service and consistently maintaining customer satisfaction, ensuring the space is optimized, on site meeting & event requests are fulfilled in a timely/efficient manner. Working under limited supervision, this role collaborates with associates, workplace services and food services on a daily basis and assists clients on other initiatives to elevate the workplace. This role is the point of coordination for the Executive Committee and Board of Trustees, ensuring seamless communication, timely execution, and consistent service delivery; the role is critical to maintaining client confidence and is recognized as central to the overall success of operations on the executive floor within the TIAA headquarters environment and other executive spaces within the portfolio. Key Responsibilities and Duties Communicates effectively with the on-site operations team to ensure operational success....

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Compass Group, North America. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Restaurant Associates Position Title: General Manager- Corporate Dining Salary: $125,000 - $135,000 Other Forms of Compensation: Bonus Eligible Become part of Restaurant Associates, the industry’s leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards - Best Places to Work, This is R/A ! Job Summary We’re seeking a...

Job Description ONLY PERMANENT EMPLOYEES IN THE TITLE AND THOSE THAT ARE REACHABLE ON THE PRINCIPAL ADMINISTRATIVE ASSOCIATE CIVIL SERVICE LIST ARE ELIGIBLE TO APPLY. Division/Program Summary: The Division of Family and Child Health (DFCH) of the New York City Department of Health and Mental Hygiene is charged with the creation and oversight of programs, policies, services, and environments that support physical and socio-emotional health, and promote primary and reproductive health services, health equity, social justice, safety and well-being for New York City families and children. The Division is comprised of the Bureau of Maternal Infant and Reproductive Health, the Bureau of Early Intervention, the Office of School Health, and the Bureau of Administration. The vision of the DFCH is that every child, woman, and family recognize their power and is given the opportunity to reach their full health and development potential. Job Duties and Responsibilities:...

Job Description The New York City Department of Health and Mental Hygiene (DOHMH) is the nation's leading public health agency protecting and promoting health of all New Yorkers. Our 7,000-plus team members bring an extraordinary array of languages, cultures, and experiences to bear on the work of public health. Our diversity fuels creativity because all perspectives are heard and valued. DOHMH aims to improve the health outcomes of all New Yorkers by centering persistent racial inequities and promotion of social justice at the core of its work. DOHM uses the latest technologies and enterprise-wide application solutions in its groundbreaking work to promote and protect New Yorkers' health and improve DOHMH's business operations. The Division of Information Technology's mission and vision is to promote and protect the health of all New Yorkers through the use of innovative technology and health information that is useful and available. Role Summary We are seeking a...

Job Description ONLY PERMANENT EMPLOYEES IN THE TITLE AND THOSE THAT ARE REACHABLE ON THE ADMINISTRATIVE MANAGER CIVIL SERVICE LIST ARE ELIGIBLE TO APPLY. Division/Program Summary: The New York City Department of Health and Mental Hygiene (NYC DOHMH)'s Bureau of Hepatitis, HIV, and Sexually Transmitted Infections (BHHS) oversees the City's response to viral hepatitis, HIV, and sexually transmitted infections (STIs). Across a range of programs and through extensive collaboration with other parts of NYC DOHMH and external stakeholders, BHHS leads testing initiatives; prevention, care, and treatment programming; epidemiology and surveillance; research and evaluation; training and technical assistance; community engagement; social marketing; policy advocacy; and racial equity and social justice initiatives. Position Summary: Reporting to the Program Management Officer (PMO) / Director of Administration, the Senior Gant Manager will manage and administer a portfolio of...

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: As a Associate Project Manager at JLL, you will be part of a dynamic team collectively shaping a brighter way for our clients, ourselves, and our fellow employees. We believe in empowering our teams to thrive and foster a culture of collaboration, both locally and globally. Join our team where we embrace innovative ways of working, prioritize career advancement, and support each...