- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- BMO Financial Group (New York, NY)
- …as required. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... leads the execution of strategic initiatives to deliver on business and financial goals. + Conducts independent analysis and assessment to resolve strategic issues.… more
- JPMorgan Chase (New York, NY)
- …PricingDirect, and Markets Solutions. **Job Responsibilities:** + Serve as a trusted advisor to Digital Markets Business heads, driving the future of Neovest, ... Data Commercialization within Institutional Capital Markets. + Understanding of trading market structure and front-to-back trade lifecycle across asset classes. +… more
- Santander US (New York, NY)
- …Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our ... and maximize profitability while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger… more
- University of Rochester (Rochester, NY)
- …be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal ... personal challenges-receive the support they need to thrive. Serving both as an advisor and administrator, the [title?] maintains a pulse on the current student… 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...the current compensation paid in their geography and the market for similar roles at the time of hire.… more
- JPMorgan Chase (New York, NY)
- …complex portfolio initiatives on behalf of the business heads. As a key business advisor , this person would also be expected to challenge the business leads and ... prepare the business to meet the requirements of an ever evolving market structure + Provide business representation in respective internal/external working groups… more
- American Express (New York, NY)
- …to applicable regulatory requirements (eg, consumer protection, fair lending, privacy, market conduct, etc.) + Proactively identify and assess compliance risks ... and emerging risk trends + Act as a trusted advisor to senior leaders, supporting a culture of compliance...years of compliance, legal, or risk experience within a financial institution + Deep knowledge of US banking regulations… more
- University of Rochester (Rochester, NY)
- …be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal ... design, and project execution. **ESSENTIAL FUNCTIONS** **Business Operations & Financial Management** + Provide executive leadership and management to PDC,… more
- Coinbase (Albany, NY)
- …institutional crypto market * You have experience working on institutional financial products * MBA from premier school Job ID: P70604 *Pay Transparency Notice:* ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...* Be the voice of the customer and trusted advisor as to how current and future clients' needs… more