- Deloitte (New York, NY)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to ... 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax… more
- KeyBank (Amherst, NY)
- …- CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... trust, private banking, securities/investment management) testing experience leveraging risk-based auditing techniques. + Experience with data analysis tools and techniques including advanced concepts of Microsoft Word, Excel, and PowerPoint and/or other… more
- City of New York (New York, NY)
- …staff and consultants, including and in collaboration with the Trust's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital project work with ... concurrent or ongoing Resident Partnerships activities and/or special projects and initiatives. This may include attending, participating in, and/or making presentations at resident meetings and events. This position offers a competitive salary and benefits… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * Coordinates preparation of scheduled and ad hoc ... performance reports. * Collaborates with internal and external product experts to insure proper due diligence of products. * Develops and maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager… more
- JPMorgan Chase (New York, NY)
- …management, and trading processes. + Skilled in understanding Financial Advisor workflows, translating functional knowledge, and developing training materials. + ... Proficient with platforms like Charles River Development (CRD), Vestmark, Envestnet, Advent Moxy, FolioDynamix, and Bloomberg. + Excellent communicator, engaging effectively with business users, operations, and tech partners; detail-oriented and adept at… more
- MongoDB (New York, NY)
- …innovation. + Personalized Mentorship: Pair up with an engineering Mentor, a Program Advisor from the Early Talent Recruitment Team, and an Employee Resource Group ... (https://www.mongodb.com/careers/diversity-and-inclusion) (ERG) Guide to foster your growth. + Career Coaching Sessions: Access to a tailored training program designed uniquely for interns' personal and professional development. + Work-Life Harmony: Embrace… more
- Anywhere Real Estate (Buffalo, NY)
- …expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - ... strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration… more
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR-REGISTERED INVESTMENT ADVISOR * *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and advisory ... role supporting assigned business units including two registered investment managers. The role will also be responsible for managing and maintaining assigned areas of the compliance program including monitoring business area compliance with applicable laws,… more
- Amazon (New York, NY)
- …that meets the customer's goals. Key job responsibilities * Act as trusted advisor and thought leader in the development of commercial strategy and deals: partner ... in the execution of the deal sales cycle for strategic commercial opportunities. * Partner closely with AWS Service teams to understand services and pricing: create frameworks that impact customer outcomes. * Inspire and influence key internal stakeholders,… more
- Unity Technologies (New York, NY)
- …into Unity's advertising ecosystem. Long-Term: Establish yourself as a trusted advisor , leading to increased client retention, upsell opportunities, and recognition ... as a key contributor to Unity's success. Why Join Unity? At Unity, you'll be at the heart of a high-performing team that's redefining mobile gaming advertising through innovation, data, and creativity. We offer the tools, autonomy, and support to help you… more