- Cherry Bekaert (Albany, NY)
- …drive consistency. Ensure compliance with priorities around financials and capacity, client needs, staff development and abilities, availability and ensuring staff ... experience is diverse. Serve as a trusted business advisor for service leads. + Generate scheduling, utilization and...consistency across all offices within line of business and/or solution se **What you can expect from us:** +… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... become CCO at a New York State registered investment advisor . Managerial skills + Proficiency in Windows and Office...of Resolver or a similar GRC or Compliance Workflow solution strongly preferred but not required. + Several years… more
- JPMorgan Chase (New York, NY)
- …exceptional analytical skills, and the ability to cultivate and maintain senior-level client relationships. **Job Summary:** As an Executive Director for our High ... analytical skills, and the ability to cultivate and maintain senior-level client relationships. **Job Responsibilities:** + Lead and oversee the execution of… more
- Cherry Bekaert (NY)
- …needs and align RAS offerings to meet them. + Serve as a trusted advisor to clients, delivering high-impact risk solutions . Drive expansion within existing ... we're seeking a dynamic, market-facing Partner to drive growth, client impact, and innovation. The **RAS Partner** will have...or similar credentials preferred. + Experience with digital risk solutions , automation, and shared services is a plus. +… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...integrity + Iterative problem-solving + Serving as a trusted advisor + Excellent communication, presentation, and influencing skills and… more
- Santander US (New York, NY)
- …**We Want to Talk to You!** Identify opportunities and successfully sell innovative solutions to clients. Work together with Relationship Managers to provide Trade & ... Working Capital Solutions for clients. Capture business by providing advice to...clients. Capture business by providing advice to match the client 's business needs. Ensure understanding of the bank's operating… more
- Publicis Groupe (New York, NY)
- …Paid Social will supervise campaign creation, execution, reporting and optimization of client 's paid social media campaigns. They are responsible for a strong ... as a primary day-to-day point of contact for Strategy, Investment and client teams. **Responsibilities** + Coordinate the performance of paid social campaigns across… more
- US Bank (New York, NY)
- …and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ ... Management. The WPIS will have an independent ability to provide solutions for the client 's financial status using the most advanced tax, wealth transfer,… more
- BGB Group (New York, NY)
- …team, providing tools and guidance to foster continuous professional growth. + Client -Centric Growth: Act as a trusted advisor to clients, understanding ... vision, lead strategic initiatives that enhance market presence, strengthen existing client relationships, forge new client relationship, and ensure the… more
- Deloitte (Jericho, NY)
- …profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's business. Our team will assist ... federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
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