- 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
- Raymond James Financial, Inc. (New York, NY)
- …and municipalities through its subsidiary companies engaged primarily in investment and financial planning , in addition to capital markets and asset management. ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your… more
- Deloitte (New York, NY)
- …at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major ... solver who wants to work with clients to figure out what lies behind the financial numbers? If so, Deloitte's Bankruptcy Accounting team could be the place for you!… more
- JPMorgan Chase (New York, NY)
- …Mortgage Product is responsible for comprehensive product management, including strategic planning , creation, design, launch, and lifecycle management of all US ... a comprehensive understanding of mortgage products, their economics, client and advisor features, technology platforms, and the ability to reimagine processes,… more
- JPMorgan Chase (New York, NY)
- …to strategy initiatives across teams and partners. A passion for digital and financial services is essential. Successful candidates will be expected to move up the ... Present executive updates on performance metrics, delivery status, and client/ advisor feedback, emphasizing investment performance and trading efficiency. + Support… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...and RIC compliance tests. Additionally, you will perform tax planning , supervise tax consultants, and attend required Deloitte Tax… more
- JPMorgan Chase (New York, NY)
- …changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such as client ... and risk reporting + Own end-to-end implementation projects including assessment, planning , project management, execution and evaluation + Think innovatively to… more
- City of New York (New York, NY)
- …Matters Division, the Audits and Compliance unit is responsible for overseeing the planning , execution, and management of internal audits to ensure that OTI follows ... of audit reports, and monitor corrective actions. As a trusted advisor to leadership, the Director promotes strong governance, transparency, and accountability… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... are relevant for public and private companies, including tax compliance, tax planning , tax controversy, and tax research. Responsibilities Will Include: + Performing… more
- Oracle (Albany, NY)
- …Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, ... strategic thinking, and exceptional interpersonal skills to serve as a trusted advisor to our clients. Key Responsibilities . Client Engagement & Requirements… more