- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- JPMorgan Chase (New York, NY)
- …including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor ... JP Morgan Asset Management (JPMAM) is a global leader in asset management with $3.5 trillion...relationship management models to provide best-in-class service. Focus on client retention and Plan Sponsor Satisfaction Score, as measured… more
- SHI (Albany, NY)
- …grown every year since, and today we're proud to be a $15 billion global provider of IT solutions and services.** **Over 17,000 organizations worldwide rely on SHI's ... US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.**… more
- Deloitte (Jericho, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client … more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for...experts and industry specialists provide services relevant to our client 's business. Our team will assist with global… more
- JPMorgan Chase (New York, NY)
- …teams, as well as Legal, Risk, and Compliance. + Represent voice of the Advisor and Client experience when developing new technology, product, or platform ... business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth Management...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more
- Neuberger Berman (New York, NY)
- …of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and ... business analyst expertise, identifying business needs, documenting requirements, working with Global Technology and the Head of Sales Enablement to determine… more
- Deloitte (Williamsville, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax… more
- Amazon (New York, NY)
- …revenue performance. You'll report to the Geo Delivery Leader serving as a strategic advisor to customers, partners, and internal AWS teams. As PADLs you will coach, ... in technical depth with teams, you will cultivate strong customer, Amazon Global Sales (AGS), and ProServe team relationships which enables exceptional business… more