- Kyndryl (Albany, NY)
- …the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working ... engagements, while enduring profitability and understanding and containing risk **Client Engagement :** + Build and maintain deep relationships with client CXOs and… more
- Grifols Shared Services North America, Inc (New York, NY)
- …and regions. The Immunology/Neurology SSR will focus on sales performance and engagement with the account and targets. Current immunology call points are: ... be tasked to move at a rapid pace using digital resources for customer engagement . The SSR will be tasked at using technology for call planning/targeting, field… more
- Deloitte (New York, NY)
- …various industry sectors. You will work directly with the client, manage the tax engagement team, and be connected to a strong support system from firm Leadership to ... tax consulting/compliance engagements. + Acting as a trusted business advisor to clients on a variety of issues including...range of tax issues and tax implications. + Managing engagement workflow, engagement team resources, and … more
- Deloitte (New York, NY)
- …in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be ... a variety of entities and their affiliates. + Managing engagement workflow, engagement team resources, and ...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Kyndryl (New York, NY)
- …the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working ... on engagements, while enduring profitability and understanding and containing risk Client Engagement : *Build and maintain deep relationships with client CXOs and be… more
- Anywhere Real Estate (Rochester, NY)
- …Homes and Gardens** **Real Estate** is responsible for driving growth and brand engagement strategies on behalf of and in partnership with Better Homes and Gardens ... focus on top-tier franchises to drive significant growth and engagement . + Lead field support by partnering with Franchise...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Deloitte (New York, NY)
- …in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be ... a variety of entities and their affiliates. + Managing engagement workflow, engagement team resources, and ...Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST… more
- Deloitte (New York, NY)
- …in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be ... a variety of entities and their affiliates. + Managing engagement workflow, engagement team resources, and ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Citigroup (New York, NY)
- …how Citi Wealth shows up across all digital channels - from .com to advisor platforms, social media to email automation - ensuring a seamless, impactful, and ... leader will ensure all touchpoints reflect a consistent brand voice, drive measurable engagement , and are governed with operational rigor. They will also play a… more
- World Insurance Associates, LLC. (New York, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more