- Robert Half Finance & Accounting (New York, NY)
- …leader to step into a highly visible, hands-on role overseeing corporate financial strategy, planning, and investor communications. This person will partner closely ... with the CFO and executive team to ensure our financial planning, capital strategy, and company narrative are all...insights to key operating decisions - be a trusted advisor , not just a scorekeeper + Track competitive and… more
- JPMorgan Chase (New York, NY)
- …Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, JP ... deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives **Required...+ A minimum of 7 years of experience in financial services + Exceptional communication skills (both written and… more
- NTT America, Inc. (NY)
- …innovative, and passionate individuals who want to grow with us. Our Financial Services Consulting team includes management consultants who help financial ... about how we partner with our Bank Modernization clients: https://us.nttdata.com/en/services/consulting-services/banking-and- financial -services-consulting **How You'll Help Us:** As a Director within… 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
- BMO Financial Group (NY)
- …documentation. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... and leads the execution of strategic initiatives to deliver on business and financial goals. + Analyzes the impact of projects related to compliance, transformation,… more
- Wells Fargo (New York, NY)
- …rationalization. + **Distribution & Sales Enablement** + Partner with distribution and advisor channels to support product education and adoption. + Develop product ... positioning, sales materials, and training content. + Serve as a subject matter expert...+ 4+ years of Management experience + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 24… 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...Build and grow risk talent through mentoring, coaching, and training WHAT DO YOU NEED TO SUCCEED? *Required Qualifications**… more
- KeyBank (Tonawanda, NY)
- …Drive - Tonawanda, New York 14223-1294 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more