- World Insurance Associates, LLC. (New York, NY)
- …in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our ... fostering collaboration and delivering exceptional value. Serves as a trusted advisor and thought leader, championing innovation and excellence in broking practices.… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... skills, both verbally and in writing + Strong time management and organizational skills; able to work independently and...candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management , venture capital,… more
- Citigroup (New York, NY)
- …strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.The Banker also ... objective of this role is to act as strategic advisor to our clients by formulating investment strategies and...to building Citi's franchise + Meet revenue and other financial goals by establishing and maintaining a pipeline of… more
- Quantexa (New York, NY)
- …and prospects from end users to CEOs. + Exceptional organizational and pipeline management skills. + Some level of Financial Crime knowledge (Fraud, Cyber, ... units and Quantexa use cases. + Become a trusted advisor at the C level and below, leveraging your...understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase is… more
- IBM (Armonk, NY)
- …* Shaping Deals for Measurable Client Outcomes: Proven proficiency in contract management , licensing, and financial sales, enabling the development of deals ... emphasis on long-term revenue and profit while developing innovative business and financial models to meet evolving client requirements * Contributing to Account… more
- Mastercard (Harrison, NY)
- …legal support and guidance on extending blockchain and digital currencies capabilities to financial services. You will be part of a highly agile team, building ... strong commercial knowledge and experience in the technology and financial /payment services space, ideally with experience working with emerging...currency. In this role, you will act as an advisor for product and sales clients to help enable… more
- S&P Global (New York, NY)
- …business objectives. + Provide visionary leadership and serve as trusted advisor on organizational planning initiatives. + Build and maintain strong relationships ... Finance Partners, and business stakeholders in achieving their people and financial objectives. + Build organizational health assessments, skill, and work… more
- City National Bank (New York, NY)
- …daily Outstanding Actions Report. * Maintain database that houses all client, Financial Advisor , and partner firm contact information including the processing ... colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for new or existing accounts or best… more
- SHI (Albany, NY)
- …+ Proficiency in financial optimization methodologies to optimize cloud financial management , enabling organizations to achieve a balance between cost, ... professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you...The consultant's primary objective is to become a trusted advisor to the customer on Business alignment with ITAM,… more
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