- Broadridge Financial Solutions (Albany, NY)
- …class service delivery to our Bank and Broker client(s) for our Proxy and PostSale business . Acting as a key advocate for both the client and Broadridge, this role ... The Client Relationship Manager (CRM) will serve as a trusted business partner, addressing complex client needs, driving strategic discussions, resolving… more
- Broadridge Financial Solutions (New York, NY)
- …Corporate Strategy will have responsibility working with the VP, Corporate Strategy and Business Unit (BU) presidents to drive growth at Broadridge. T he team member ... market expansions, preparing the annual five-year strategic plan, modelling financial projections and Board communications. In addition to recurring planning… more
- Deloitte (Jericho, NY)
- …areas based on the client's immediate and long-term needs. By coupling our business and cyber risk process functional experts on platform automation and integration ... with our security domain leaders across Risk & Financial Advisory, Deloitte can provide a full spectrum of...Advise - process and strategy roadmaps, implementation plans and business case development, quantitative return on investment, program and… more
- TD Bank (New York, NY)
- …skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ... who can provide you more specific details for this role. **Line of Business :** Compliance **Job Description:** **Why Work with Us?** At TD Bank US Compliance,… more
- American Express (New York, NY)
- …position will play a critical leadership role within the Line of Business Compliance (LOBCO) organization supporting the US Consumer deposits business , ... oversight and second-line challenge to ensure that the US Consumer deposit business 's innovation and growth aligns with applicable laws and regulations for consumer… more
- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will provide federal tax consulting and… more
- Wells Fargo (Purchase, NY)
- …2+ years of Leadership experience **Desired Qualifications:** + Juris Doctor (JD) degree, Certified Financial Planner (tm) designation, Certified Trust and ... specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to global tax transparency? Would you like to understand financial services and products across an array of industries...these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice! What You'll Do… more
- Broadridge Financial Solutions (New York, NY)
- …you will drive innovation and growth for our market-leading digital marketing and financial literacy platform. Reporting to the VP of Product, you will work ... cross-functionally with Product Managers, User Experience Designers, Business Intelligence Analysts, and other stakeholders to shape product strategy, resolve… more
- CVS Health (Albany, NY)
- …implementations, change management and stakeholder management + Finance value drivers across business segments + Certified Anaplan Level 1 Model Builder + ... maximize value delivery, balancing customer impact, technical feasibility, and business priorities. + Identifying innovative Finance automation technologies and use… more