- BlackRock (New York, NY)
- …and external webinars and events + Interact with portfolio management, research, business development and clients + Stay current on proposed and actual changes ... CFA, CFP, JD, CPA or experience as a wealth advisor a plus + Minimum 5 years in wealth...to work from home 1 day a week. Some business groups may require more time in the office… more
- MongoDB (New York, NY)
- …regarding security attestations and compliance + Act as a trusted advisor to stakeholders and customers, providing insights into risk strategies, compliance ... of compliance and regulatory processes, including aligning policies to regulatory and business requirements + Demonstrate an exceptional level of attention to detail… more
- SHI (Albany, NY)
- …with cross-functional teams to ensure alignment with client needs and business objectives + Create compelling presentations and supporting materials that articulate ... and enhance service positioning + Act as a trusted advisor to clients, providing guidance on modern cloud strategies...of a project by engaging with stakeholders and analyzing business objectives to ensure successful project outcomes - Expert… more
- Deloitte (Jericho, NY)
- …tax returns + Bachelor's degree in accounting, finance, or other business -related field + Demonstrated basic understanding of Subchapter M, financial products, ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- Deloitte (Jericho, NY)
- …and income tax returns + Bachelor's degree in accounting, finance, or other business -related field + One of the following active accreditations obtained, in process, ... eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to… more
- Deloitte (New York, NY)
- …tax returns + Bachelor's degree in accounting, finance, or other business -related field + Demonstrated basic understanding of Subchapter K, financial products, ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- Confluent (Albany, NY)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... to value, maximize product consumption and achieve their overall business objectives. The CSTA role is both deeply technical...the customer on how they can best achieve their business goals and value-based outcomes via their Confluent investment.… more
- Tiffany & Co. (New York, NY)
- …the in-store experience and discern client needs, partnering them with the appropriate Client Advisor to achieve sales goals. + As dictated by the needs of the ... business , support all hospitality, tours, and selling events through...and belonging (DEIB) are at the core of our business and our culture. We're committed to creating a… more
- Kyndryl (New York, NY)
- …a Workforce Transformation & Skills Consultant, you will serve as a strategic advisor to clients undergoing workforce modernization. You will help shape and deliver ... integrated talent and learning strategies that align with business transformation goals. This role operates across service lines and geographies, with a focus on HR… more
- Cardinal Health (Albany, NY)
- …Information Technology solutions and strategies that enable operations and drive business value. **Information Security and Risk** develops, implements, and enforces ... and posture. + **Advisory Services:** Serve as a key advisor to stakeholders across Privacy, Legal, Audit, IT and... to stakeholders across Privacy, Legal, Audit, IT and Business Units to confirm regulatory and contractual obligations are… more