- IBM (New York, NY)
- …(AEP), Adobe Target, and Adobe Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance customer ... * Guide Agile delivery teams through architecture, design reviews, sprint planning , and technical problem-solving. * Develop best practice templates, workflows,… 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 a leader, passionate about financial products and understand regulated investment companies, Subchapter...days per week + 5+ years' experience providing tax planning services or preparing and reviewing client work papers… 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 ... broker/dealer operations and financial services products, and basic financial planning concepts. + Previous experience in small business culture preferred… more
- Capital One (New York, NY)
- …Diverse perspectives and experiences are valued as we work to redefine the financial sector. This role is within ESR's Technology Product Risk division, on the ... Partner with IFX & AI/ML and leverage a trusted advisor model to support business initiatives, issue management, process...with internal stakeholders + At least 6 years of Financial Services industry experience + At least 3 years… more
- Rochester Regional Health (Rochester, NY)
- …to patients and families through evaluation of social, emotional and financial needs and coordinates and facilitates appropriate resources. Communicates with third ... patients and/or family members to obtain information about social, emotional, and financial factors which impact health status. Assesses needs for progress along… more
- Aston Carter (Colonie, NY)
- …and loans; process related transactions. + Refer members to specialists for financial planning , insurance, and business services. + Support branch operations ... deliver exceptional service while building lasting relationships. You'll be the trusted advisor who guides members through their financial journey-whether it's… more
- JPMorgan Chase (New York, NY)
- …key business decisions and major change initiatives + Develop deep trust-based advisor relationships with key stakeholders and ensure client is satisfied throughout ... using spreadsheets, presentation tools and AI applications + Design and lead the planning and coordination of leadership meetings and strategic events + Lead one or… more
- JPMorgan Chase (New York, NY)
- …key business decisions and major change initiatives + Develop deep trust-based advisor relationships with key stakeholders and ensure client is satisfied throughout ... AI-powered applications to drive insights and efficiency. + Experienced in planning and leading leadership meetings, strategic events, and managing multiple client… more
- Kyndryl (New York, NY)
- …Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused ... on financial impact, utilization and contribution, client impact and leadership....seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions… more
- Amazon (New York, NY)
- …relationships with C-suite executives and key stakeholders to become a trusted advisor on cloud transformation initiatives. 7. Collaborating with AWS service teams ... Cloud Business Strategy and Value Realization. Data & AI. Cloud Migration Planning and Portfolio Analysis. About the team About AWS: Diverse Experiences: AWS… more