- Grant Thornton (New York, NY)
- …(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. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit… more
- Citigroup (New York, NY)
- …and providing consistent performance reporting across the Wealth Businesses for Advisors and their managers. Responsibilities + Drive multiple analytics projects ... involving large and complex datasets for the purpose of analysis/validation, leveraging relevant programming tools (SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at Work… more
- Kestra Financial (Kings Park, NY)
- …to the Financial Advisor and is critical to appropriately leveraging Advisors ' time. This position utilizes excellent customer service and problem-solving skills ... to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation,… more
- WSP USA (New York, NY)
- …local communities, we are engineers, planners, technical experts, strategic advisors and construction management professionals. WSP USA designs lasting solutions ... in the buildings, transportation, energy, water and environment markets. With more than 15,000 employees in over 300 offices across the US, we partner with our clients to help communities prosper. www.wsp.com WSP provides a flexible and agile workplace model… more
- Kestra Medical Technologies, Inc (Buffalo, NY)
- …key exhibits and conventions, as required + Coordinate patient interaction with Clinical Advisors and Customer Care team + Provide key insights and timely feedback ... to Sales Leadership and Marketing to help shape future strategies + Manage full-cycle sales cycle from introduction and product demonstration to training, delivery, and followup + Represent Kestra at key industry conferences, conventions, and events, as… more
- KeyBank (Mahopac, NY)
- …**Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain… more
- Deloitte (New York, NY)
- …AI strategists, data scientists, and AI engineers, they serve as trusted advisors to executives, helping them understand and evaluate new and essential areas ... for AI investment and identify unique opportunities to transform their businesses. Basic Qualifications: + Bachelor's degree in a STEM field (Computer Science, Engineering, Physics, etc.) or equivalent experience + 6+ years of experience working in data… more
- Neuberger Berman (New York, NY)
- …and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, ... the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us… more
- Touro University (Central Islip, NY)
- …across and among various entities including OTD students, OTD faculty advisors , and Community Partner mentors to ensure high-quality, meaningful capstone projects ... that advance the profession and meet the individual goals of students. + Assist program chairperson with maintaining ACOTE accreditation and program evaluation. + Participate in curriculum review and modification for the OTD. + Teach a reduced credit load. +… more
- WSP USA (New York, NY)
- …local communities, we are engineers, planners, technical experts, strategic advisors and construction management professionals. WSP USA designs lasting solutions ... in the buildings, transportation, energy, water and environment markets. With more than 15,000 employees in over 300 offices across the US, we partner with our clients to help communities prosper. www.wsp.com WSP provides a flexible and agile workplace model… more