- Deloitte (Jericho, NY)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- BlackRock (New York, NY)
- …both internally and externally, around the intersection of investing, taxes and estate planning + Framing of choices and solution set + Provide internal and external ... on proposed and actual changes in tax legislation and planning developments + Coordinate with outside experts + Interface...CFA, CFP, JD, CPA or experience as a wealth advisor a plus + Minimum 5 years in wealth… more
- City National Bank (New York, NY)
- …campaigns, support day-to-day marketing activities, and help drive growth. Supporting the planning , execution, and analysis of advisor /partner events. *WHAT YOU ... identifying, developing and delivering marketing programs that deepen engagement with financial advisors and clients. Partners with City National Rochdale sales and… more
- CUNY (Brooklyn, NY)
- …organization events, and other Student Life & Development events. + Assist with financial record keeping and financial transactions: eg, Management of the budget ... club faculty advisors; and Student Government Association members. + Support the planning and implementation of all on-and-off campus events for student clubs and… more
- Amazon (New York, NY)
- …technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers, ... strategic relationships with senior leaders and serve as a trusted advisor on transformative initiatives 5. Drive strategic sales opportunities from inception… more
- M&T Bank (New York, NY)
- **Overview:** Supports the Custom Credit Advisor team in all aspects of existing and new credit portfolio management, including compliance and monitoring of new and ... keying of loan data in relevant systems. + Accompany the Custom Credit Advisor on calls with prospects and clients to identify cross-sell opportunities to expand… more
- Amazon (New York, NY)
- …technical domains to drive transformative business outcomes. As a Senior-level advisor , you will be responsible for identifying patterns across customers, developing ... realization strategies, and cloud strategy development. 6. Acting as a trusted advisor to customers on industry trends and emerging technologies 7. Sharing knowledge… more
- Amazon (New York, NY)
- …secure solutions tailored to each customer's specific needs. As a trusted advisor , you'll provide guidance on industry trends, emerging technologies, and innovative ... and architecting data center exit strategies. - Act as a trusted advisor to customers on industry trends, emerging technologies, and innovative solutions in… more
- Sprinklr (NY)
- …a **Technical Success Manager (TSM) - Core** you will be a trusted advisor responsible for driving adoption, value realization, and long-term success for Sprinklr's ... Paid Ads, Marketing Analytics. + Act as the primary advisor on platform architecture, user journeys, tagging schemas, and...marketing teams. + Deep experience in campaign setup, media planning , or brand marketing strategy at large organizations. +… more
- Amazon (New York, NY)
- …technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers, ... relationships with senior leaders and serve as a trusted advisor on transformative initiatives 5. Shape the evolution of...Strategy and Value Realization. Data & AI. Cloud Migration Planning and Portfolio Analysis. About the team About AWS:… more