- Bank of America (New York, NY)
- …and sales team. + Maintain relationships with fund managers/administrators and develop financial advisor communications. + Act as liaison for operational issues ... are guided by a common purpose to help make financial lives better through the power of every connection....advisor experience. **Qualifications:** + 2-5+ years of general financial services experience + 2 plus years' experience in… more
- Bank of America (New York, NY)
- …and sales team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Paychex (Queens County, NY)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more. + We value your time: From paid… more
- Compass Group, North America (New York, NY)
- …with RA's Operations team to improve profitability and cash flow. **DUTIES:** + Act as financial advisor and business partner to the VP of Finance. + Manage and ... action plans to rectify any performance issues. + Provide financial evaluation of new business and rebid proformas, working...closely with the sales and operations team to ensure financial goals are achievable. Improve the quality of … more
- Compass Group, North America (New York, NY)
- …results to achieve annual key performance indicators. This role serves as a financial advisor and business partner to their operational counterparts across a ... global portfolio. **Key Responsibilities:** + Support the financial planning and analysis function for the region, including the development of sound annual budgets… more
- Citigroup (New York, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Compass Group, North America (New York, NY)
- …agenda as part of the Business Unit's Leadership team. + Be a thought leader, financial advisor , and business partner to the Business Unit VP/GM, Business Unit's ... that all invoices are forwarded on time. + Provide client ad-hoc financial reporting as needed. **Budgeting&Forecasting** + Coordinate, direct, oversee, and present… more
- Citigroup (Huntington, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Citigroup (Hewlett, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Deloitte (New York, NY)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for… more