- Bank of America (Staten Island, NY)
- …personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + ... + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help… more
- City National Bank (New York, NY)
- …enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed. * Establish ... Minimum 7 years of experience in a related field ( financial services, CRM / customer relationship management * Salesforce.com...City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services… more
- AON (New York, NY)
- …lead to success + 10+ years of experience in selling and delivering consulting/ advisory services to clients, ideally in the Insurance/ Financial Services sector, ... lead to success + 10+ years of experience in selling and delivering consulting/ advisory services to clients, ideally in the Insurance/ Financial Services sector,… more
- Mizuho Corporate Bank (New York, NY)
- …and growth + Conduct extensive research and analysis to support projects and advisory efforts + Financial modeling, valuation, comparable & relative value ... Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client… more
- Deloitte (Jericho, NY)
- …platform automation and integration with our security domain leaders across Risk & Financial Advisory , Deloitte can provide a full spectrum of services; ... including: Advise - process and strategy roadmaps, implementation plans and business case development, quantitative return on investment, program and target operating model, data strategy & governance, risk & control framework, content definition &… more
- Marex (New York, NY)
- Diversified. Resilient. Dynamic. Marex is a global financial services platform, providing essential liquidity, market access and infrastructure services to clients ... in the energy, commodities and financial markets. The Group provides comprehensive breadth and depth...of Role: The Senior Compliance Officer - Fixed Income Advisory will provide compliance advisory services primarily… more
- ICF (New York, NY)
- Description **Electric & Gas Utility Advisory Practice Area Lead - Energy Advisory ** **Location: US Remote with preference for Reston or Metro DC region** ICF ... senior level executive to lead and expand our utility advisory practice in the electric and gas sector. The...engagement. + Proactively manage, plan, execute, and track business financial performance. + Use industry knowledge to position ICF's… more
- Amazon (New York, NY)
- Description AWS is seeking an experienced Advisory Delivery Consultant to join our Energy, Utilities, and Public Service practice. In this role, you will work ... deliver innovative solutions leveraging AWS cloud services. As an Advisory Delivery Consultant, you will be at the forefront..., or energy and utilities domain expertise. - Strong financial modeling and market research skills, with the ability… more
- Citigroup (New York, NY)
- …to Business risks across the Investments team. The Business Risk Fiduciary and Advisory Solutions Director will help ensure a continuous improvement mindset and high ... assessing risks, and designing effective mitigation plans specifically for Citi's Investment Advisory programs. The Business Risk - Fiduciary and Advisory … more
- Cherry Bekaert (Albany, NY)
- …Place to Work (https://www.cbh.com/about/awards-and-recognition/) , **Cherry Bekaert** delivers innovative advisory , assurance and tax services to our clients. At ... journey. To support the continued growth of our Deal Advisory (https://www.cbh.com/services/ advisory /transaction- advisory -services/deal- advisory /) practice,… more