- 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...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to maintain control,… more
- VaynerMedia (New York, NY)
- …drives both DTC and third-party eRetail growth + Develop detailed business plans, financial models, and marketing forecasts to support strategic initiatives - ... you will develop and oversee cross-channel growth plans, build financial models and forecasts, and ensure all aspects of...for our clients. You will act as a senior advisor both internally and to clients - providing insight… more
- JPMorgan Chase (New York, NY)
- …centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total ... Establish collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations,… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +...clients + Develop and mentor team members + Provide support with various internal initiatives and special tax related… more
- Humana (Albany, NY)
- …drives automation, and enhances the digital employee experience. + Serve as a trusted advisor to Finance customers - serve as the primary liaison between Finance IT ... emerging Finance technologies, AI capabilities, and automation to improve financial planning and operational intelligence and efficiency. + Oversee implementation,… more
- Guidehouse (New York, NY)
- …drive measurable value. **Client Relationship Management** + Serve as an advisor to senior client stakeholders, building and maintaining long-term relationships. + ... client needs, proactively identify opportunities, and deliver actionable recommendations that support client objectives. + Represent the firm at industry events,… more
- 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 ... Qualifications:** + Advanced degree (JD, MBA, or Masters in Financial Engineering, Data Science, or Statistics) is a plus....a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work… more
- Persado (New York, NY)
- …marketing teams in highly regulated industries-such as banking, insurance, and financial services-manage content with speed, compliance, and confidence. Our platform ... day contact for Fourtune 500 Enterprise accounts in the Financial Services, Media and Technology industry + Apply a...to identify and expand account opportunities + Be an advisor , expert and evangelist of Persado products and testing… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for...for public and private companies, ranging from project management support , analytical support , and tax consulting for… more
- Wolters Kluwer (Albany, NY)
- …cross-functional teams, including: Field sales, Marketing, Product Development, and Customer Support to execute Channel Partner business plans to grow Channel ... sponsors, field sales and pre-sales leaders, Marketing, Professional Services and Customer Support contacts at partners within the named Channel Partner Portfolio +… more