- TD Bank (New York, NY)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... Recognizes team members' contributions + Strong presentation skills when delivering training and presentation at the division level, industry conferences, workshops,… 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...and being followed; may provide large scale or 1:1 training as appropriate. + Reviews and revises employee handbooks… more
- BMO Financial Group (NY)
- …identifies gaps, issues and best practices. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. ... and leads the execution of strategic initiatives to deliver on business and financial goals. + Helps determine business priorities and best sequence for execution of… more
- City National Bank (New York, NY)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum. * Capture holistic view… more
- CUNY (New York, NY)
- …Safety, the selected senior security executive will serve as the principal advisor and deputy, providing visionary leadership to advance the department's strategic ... the force/department initiatives, strategic planning, recruitment and retention efforts, training enhancement and expansion, quality assurance, compliance and inspection… more
- KeyBank (Rochester, NY)
- …more important than financial services experience. KeyBank provides the tools and training , but we need relationship builders with a curious nature who are great ... York 14618 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling… 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...+ Is flexible, decisive, and serves as a trusted advisor to senior leaders within the organization + Demonstrates… more
- Deloitte (New York, NY)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Wolters Kluwer (Albany, NY)
- …with the sales team, and directly engaging with prospects to understand their financial and operational needs. Your deep understanding of CPM software, such as ... financial consolidation, planning, budgeting, and reporting, will be crucial...required, + **Stakeholder Engagement:** + Act as a trusted advisor for clients, helping them understand how the CPM… more
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