- Deloitte (New York, NY)
- …equity and investment management industries? Do phrases like "cross border investment advisory " and "fund formation, hold, and exit reporting and consulting" peak ... interest? Do you enjoy providing tax consulting and compliance services to US and foreign clients while identifying and...+ Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the… more
- TD Bank (New York, NY)
- …an impact with top tier organizations. We offer innovative solutions and treasury advisory services on large and complex liquidity, payments, and trade finance ... Technology supports a wide range of capital market products and services to corporate, government, and financial institution ("FI") clients through Transaction… more
- Guardian Life (New York, NY)
- …development and continuous improvement of Security Policies and Standards, Cybersecurity Project Advisory Services , and a robust Security Training & Awareness ... At least 5+ years in leadership roles interfacing with senior business stakeholders. + Proven experience in highly regulated...and awareness programs. + Strong background in providing security advisory services for IT and business projects.… more
- Citigroup (New York, NY)
- …low touch cash trading needs - working closely with Sales Trading and Execution Advisory Services team to increase mindshare + Develop, implement and drive ... The Electronic Sales role is a senior -level position responsible for covering both existing and...Touch Cash Sales Trading, Program Trading , Prime Brokerage, Advisory and Derivatives Sales in order to grow Citi's… more
- JPMorgan Chase (New York, NY)
- …projects. These projects are typically team-based and involve close collaboration with senior executives. Your primary focus will be on the $3.0 Trillion Assets ... responsible for creating and managing investment and non-investment products, solutions, and services across wealth management. This includes areas such as sales &… more
- Raymond James Financial, Inc. (New York, NY)
- …pace with the changing business environment. . Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), ... effectiveness of current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with the business and… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) and ... individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly responsible to… more
- KeyBank (Albany, NY)
- …Group (CSG) represents the Office of Supervisory Jurisdiction for Key Investment Services LLC. The Senior Associate-Central Supervision Principal reports to the ... is responsible for the principal supervision and surveillance of all bank brokerage, advisory and insurance sales activities. This includes, but is not limited to,… more
- IBM (Buffalo, NY)
- …A Practice Director will work with project teams to assist with client advisory , scoping of implementations, solution design and overall engagement advisory for ... Financials to prospective customers * Stay current with all service offerings - cross application, cross-geography * Stay current...and practices and share with team. * Act as senior client-facing advisor on designs and best practices. *… more
- IQVIA (New York, NY)
- **Principal, Corporate & Portfolio Strategy** **Team Overview** IQVIA Advisory & Brand Intelligence has always been a key organization within IQVIA, providing ... a key hub for internal talent development. Today, IQVIA Advisory & Brand Intelligence employs over 300 team members...**Planning Suite of Software Solutions:** Our technology and data services allow us to be more efficient and generate… more