- Deloitte (New York, NY)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... Agent + Project Management (PMP) + Other Technical Certifications: + Microsoft Certified Solutions Developer (MCSD) + CBAP(R) - Certified Business Analysis… more
- Deloitte (New York, NY)
- …reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively ... Management Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner… more
- Bank of America (New York, NY)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- Justworks (New York, NY)
- …and preventative measures are implemented across the business. + Serve as a Strategic Advisor : Act as a key advisor to business leaders on crisis response ... etc.) to embed resilience principles and practices into their daily operations. + Trusted advisor : Act as the subject matter expert and trusted advisor to senior… more
- KeyBank (Buffalo, NY)
- …at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's financial goals, and ... Bank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- KeyBank (Albany, NY)
- …at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client's financial goals, and ... KeyBank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that...7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified … more
- University of Rochester (Rochester, NY)
- …program for academic and central administrative functions. The CCE is a trusted advisor to senior leadership as well as the president, and the University's Board ... + Provide direct access to senior leadership and act as the primary advisor on compliance-related matters. Risk Identification and Management: + In partnership with… more
- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... + OCC/FINRA/SEC/CFPB/ FED/ FDIC examiners welcome + CRCM or CIA certified preferred **Customer Accountabilities:** + Develops, communicates and implements a holistic… more
- Cisco (New York, NY)
- …their network to meet business objectives. We are the customer's trusted advisor , helping the customer understand their network, reduce risks, and take advantage ... from technical staff to CXO level, building strong working relationships as a trusted advisor . You will stay informed about customer challenges and remain up to date… more