- University of Rochester (Rochester, NY)
- …dedicated professional advisors whose work is designed to support the academic success of undergraduates in the College. This position provides leadership within ... return to the University - Facilitate the development of individualized Student Success Plans for students during their time away, monitors progress, and assists… more
- ADP (Latham, NY)
- …Broker Channel Sales Representative** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a lasting ... and the latest technology to set you up for success as you manage your book of business. You'll...thrive under pressure, and bounce back quickly. + **Trusted Advisor ** **.** You build relationships, live integrity, and deliver… more
- City National Bank (New York, NY)
- …business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas * Act as an ... internal advisor to business and corporate units regarding the ORM...identified, analyzed, and managed appropriately. Understand interdependencies to achieve success . * Build and grow risk talent through mentoring,… more
- Mastercard (Harrison, NY)
- …to senior management and internal stakeholders * Assist the business in financial decision making by analyzing and recommending alternative accounting approaches for ... * Advise senior management with actionable recommendations on accounting and financial reporting matters * Complete special ad-hoc requests from senior leadership,… more
- JPMorgan Chase (New York, NY)
- …in a complex communications environment. **Job Responsibilities:** + Serve as a key strategic advisor to the global head of Digital and Design. + Develop and execute ... HTML) are a plus. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to...to our global workforce are directly linked to our success . We are an equal opportunity employer and place… more
- Santander US (New York, NY)
- …in exploring the possibilities **We Want to Talk to You!** The Associate - Financial Advisory will be a strategic advisor to our clients regarding capital ... Santander is a global leader and innovator in the financial services industry. We believe that our employees are...a culture of engagement and a commitment to your success . An exciting journey awaits, if you are interested… 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 ... a culture of engagement and a commitment to your success . An exciting journey awaits, if you are interested...pricing, execution and management of transactions. + Acting as advisor , consultant, and first point of contact for clients… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business, which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that...clients and intermediaries. + Demonstrate strong commitment to team success and place team goals above personal achievement. +… more
- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...firm leadership to ensure you are set up for success in your role and career. Responsibilities will include:… 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, ... PowerPoint, and Tableau dashboards. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to...to our global workforce are directly linked to our success . We are an equal opportunity employer and place… more