- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...firm leadership to ensure you are set up for success in your role and career. Responsibilities will include:… 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 ... and attention to detail 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
- Amazon (New York, NY)
- …relationships with C-suite executives and key stakeholders to become a trusted advisor on cloud transformation initiatives. 7. Collaborating with AWS service teams ... into a better-rounded professional. Work/Life Balance - We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home,… more
- Coinbase (Albany, NY)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...brand and reach. This role is critical to the success of our growth ambitions. *What you'll be doing… more
- University of Rochester (Rochester, NY)
- …of dedicated professional advisors whose work is designed to support the academic success of undergraduate students. The Academic Counselor will serve as a College ... Advisor managing a caseload of assigned students in Arts...through the major declaration process, answers general questions regarding financial aid, and monitor progress toward degree completion. Advisors… 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
- VaynerMedia (New York, NY)
- …leadership role, you will develop and oversee cross-channel growth plans, build financial models and forecasts, and ensure all aspects of performance marketing ... for our clients. You will act as a senior advisor both internally and to clients - providing insight...and third-party eRetail growth + Develop detailed business plans, financial models, and marketing forecasts to support strategic initiatives… more
- JPMorgan Chase (New York, NY)
- …Legal, Compliance, HR, Audit) to achieve business outcomes. + Act as a trusted advisor to the Firmwide Head of Privacy and represent the Firmwide Privacy office in ... ability to handle confidential/sensitive information. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions… more
- JPMorgan Chase (New York, NY)
- …Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, ... achieve) + MBA/CFA preferred 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
- MUFG (New York, NY)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...Policy's QUALIFICATIONS + Communicates effectively Identifies multiple paths to success through the development of analytical, critical thinking, and… more