- TD Bank (New York, NY)
- …in surveillance review quality and methodology. + Act as a strategic advisor on evolving regulatory expectations, enforcement trends, and industry best practices in ... related experience **Preferred Qualifications:** + Advanced degree (JD, MBA, or Masters in Financial Engineering, Data Science, or Statistics) is a plus. + 7+ years… more
- Citigroup (New York, NY)
- …for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for ... strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Banker… more
- BMO Financial Group (New York, NY)
- …timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... identifying needs, analysing potential options and assessing expected return on investment . + Recommends business priorities, advises on resource requirements and… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal… more
- Farmingdale State College (Farmingdale, NY)
- …Oversight + Serve as a member of the President's Cabinet and a key advisor to the President. + Lead and manage the College Foundation as Executive Director, ... in support of FSC academic programs, collaborative program development, and financial support for College priorities + Design and execute targeted fundraising… more
- Citigroup (New York, NY)
- …for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for ... strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Director… more
- Sprinklr (NY)
- …Sprinklr! **What You'll Do:** + **Deliver Value** - Ensure customers maximize their investment in Sprinklr. + **Drive Adoption** - Promote product usage across teams ... + Renewals, upsells, and customer advocacy. + Recognition as a trusted industry advisor . **Why You'll Love Sprinklr:** We're committed to creating a culture where… more
- FirstLight Fiber (Albany, NY)
- …Buyer in prospect accounts. + Assist the prospect in maximizing the return of their investment with FirstLight + Establish yourself as a 'Trusted Advisor ' to the ... and terminology + Experience selling to Mid-Market, Large Enterprise, Healthcare and Financial services, with an emphasis on new logo growth, prospecting, and cold… more
- Ricoh Americas Corporation (New York, NY)
- …of end-to-end print production workflow in commercial environments + Ability to model financial value (ROI, TCO, investment payback) to support business cases + ... finishing, software, and professional services. This individual will be a trusted advisor and subject matter expert (SME) to clients in the Graphic Communications… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more