- 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
- 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
- Ready Computing LLC (New York, NY)
- …work-life balance. + Wellness programs to support your mental and physical well-being. + Financial planning services to help you manage your future. **Ready to ... services across industries, including health and social care, supply chain, financial services, and manufacturing. Headquartered in New York, with an additional… more
- Sumitomo Pharma (New York, NY)
- …to deliver strategic sourcing, contract management, supplier market intelligence, financial productivity, supplier performance management, and risk mitigation. The ... success. This individual will continually seek out opportunities to be a proactive advisor to the business, while maintaining deep knowledge and expertise in the… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- TD Bank (New York, NY)
- …in surveillance review quality and methodology. + Act as a strategic advisor on evolving regulatory expectations, enforcement trends, and industry best practices in ... non-routine information + Focuses on short to mid- range planning (eg 6-12 months) + Manages regulatory reviews including...Qualifications:** + Advanced degree (JD, MBA, or Masters in Financial Engineering, Data Science, or Statistics) is a plus.… more
- Persado (New York, NY)
- …marketing teams in highly regulated industries-such as banking, insurance, and financial services-manage content with speed, compliance, and confidence. Our platform ... day contact for Fourtune 500 Enterprise accounts in the Financial Services, Media and Technology industry + Apply a...to identify and expand account opportunities + Be an advisor , expert and evangelist of Persado products and testing… 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 ... objective of this role is to act as strategic advisor to our clients by formulating investment strategies and...derivatives for a selected client portfolio + Provide sophisticated financial solutions tailored to clients' needs and act as… more
- Ready Computing LLC (New York, NY)
- …work-life balance. + Wellness programs to support your mental and physical well-being. + Financial planning services to help you manage your future. **Ready to ... services across industries, including health and social care, supply chain, financial services, and manufacturing. Headquartered in New York, with an additional… more
- Amazon (New York, NY)
- Description Equal parts advisor and operating partner, Amazon's team of Business Coaches assist and guide our Delivery Service Partner (DSP) business owners as they ... As trusted advisors, Business Coaches work alongside DSPs, supporting business planning and strategy and helping owners address business and operational challenges.… more