- Neuberger Berman (New York, NY)
- …the Head of Sales Enablement. The role involves enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and ... technology teams and leadership. Responsibilities include CRM administration, user training , issue resolution, and coordinating cross-system data integrations and… 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 ... Work On + Drive net-new business growth exclusively in the US Financial Services vertical through strategic prospecting, engagement, and consultative selling + Lead… more
- CBRE (New York, NY)
- …all client-facing meetings, and contract negotiations. Acts as a thought partner and advisor to the business lines in their own specific marketing and business ... to effectively present information. Ability to respond effectively to sensitive issues. FINANCIAL KNOWLEDGE Requires advanced knowledge of financial terms and… more
- City of New York (New York, NY)
- …schedule appointments/meetings and book meeting rooms using appropriate software. - Coordinate training events for DICM including, Public Health Advisor Day ... THE PRINCIPAL ADMINISTRATIVE ASSOCIATE CIVIL SERVICE LIST ARE ELIGIBLE TO APPLY. Division/ Program Summary: The mission of the Bureau of Tuberculosis Control (BTBC)… more
- NASCO (Albany, NY)
- …strategy. This senior individual contributor will act as a trusted advisor to the Chief Commercial Officer, supporting decision-making with thoughtful analysis ... Revenue Operations and/or Sales Operations in a B2B SaaS environment **Preferred Training , Certification and Education:** + Comfort serving as HubSpot System Admin… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Kyndryl (Albany, NY)
- …at Kyndryl offers a way forward to grow your career. We have training and upskilling programs that you find anywhere else, including hands-on experience, learning ... and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. **Contribute… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Deloitte (New York, NY)
- …+ PMP (Project Management Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified ... reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively… more
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