- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Wells Fargo (New York, NY)
- …#CommercialBanking **In this role, you will:** + Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, ... professionals and managers across the company and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of Commercial Banking Portfolio… more
- Dow Jones (New York, NY)
- …where appropriate within assigned account base. + Act as a trusted advisor , maintain regular communication with customers. + Generate and qualify leads through ... into pipeline + Manage pipeline via Salesforce + Provide training , resources, and best practices to maximize adoption +...relationships with clients + Experience acting as a trusted advisor to ensure customers maximize the value of the… more
- Sharecare (Albany, NY)
- …relationship building skills. The Provider Sales Manager will serve as a trusted advisor and subject matter expert on Provider Solutions related solutions and have a ... with clients' business requirements + Serve as a trusted advisor and subject matter expert to both clients and...individual work impacts the organization and its strategic and financial goals; and how tasks and projects affect the… more
- Wells Fargo (New York, NY)
- …a lab environment. **In this role, you will:** + Act as an advisor to leadership to develop or influence applications, network, information security, database, ... levels of professionals and managers across the enterprise and serve as an expert advisor to leadership + Develop new systems and provide technical support to other… more
- IBM (New York, NY)
- …the team in the execution of the client experience. IBM's comprehensive onboarding training will set you up for success, whilst ongoing development will continue to ... Leader intern in Client Engineering is a leader, networker, advisor , and inspirer. With advanced knowledge of your industry...with an agile process. * Knowledge in strategic and financial analysis. * Embrace curiosity and a growth mindset.… more
- City of New York (New York, NY)
- …to people seeking health care; monitors disease trends; provides education and training to service providers and community groups; conducts research; and develops ... PREFERRED SKILLS: Applicant MUST be a permanent Public Health Advisor or show proof of taking the recent Public...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more
- Axis (New York, NY)
- …enterprise-wide continuity strategies, leading cross-functional initiatives, and serving as a key advisor to senior leadership and the Board. The incumbent will act ... goals. + Serve as a subject matter expert and advisor to senior leadership and the Board on continuity...Identify and implement enhancements to continuity processes, tools, and training programs. You may also be required to take… more
- SHI (Albany, NY)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... cultivate new business, expand existing accounts, and position SHI as a trusted Cisco advisor . Candidates must reside in the New York/New Jersey area, as this role… more
- Palo Alto Networks (New York, NY)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud architecture… more