- City National Bank (New York, NY)
- …Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families. ... Provide analytical and financial support and expertise through technological tools and software....presentations. * Create and prepare customized presentations for specific advisor and client meetings * Print and bind client… 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
- NASCO (Albany, NY)
- …data architecture / technical teams through transformations + 3 years of financial budget management and forecasting **Required Training , Certification and ... direction, outcomes, staffing, and other assignments. The Director is a trusted advisor to technology and product leadership, customers, and teams to align efforts,… more
- Huron Consulting Group (NY)
- …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is ... industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management… 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
- 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
- TD Bank (New York, NY)
- …by embedding partner capabilities where relevant. + Serve as a trusted advisor to Sr. Executives on emerging technologies, competitive insights, and ecosystems ... strategy. + Drive measurable financial value from strategic technology partnerships through cost efficiencies,...Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your… 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 ... revenue, utilization, delivery quality, customer satisfaction, and Security Transformation Program (STP) contribution + Lead the ongoing maturation of cloud… more
- 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
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