- Deloitte (New York, NY)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... Our Global Investment and Innovation Incentives ("Gi3") practice provides...to sustainability and and ESG, as well as implement client outreach strategies. Responsibilities will include: + Facilitating Federal… more
- Deloitte (New York, NY)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... Our Global Investment and Innovation Incentives ("Gi3") practice provides...to federal credits & incentives, as well as implement client outreach strategies. Responsibilities will include: + Managing federal… more
- JPMorgan Chase (New York, NY)
- …dynamics, strong analytical skills, and the ability to build and maintain client relationships at a senior level. **Key Responsibilities:** + Execute equity trades ... maintain strong relationships with institutional clients, acting as a trusted advisor . + Ensure compliance with all regulatory requirements and internal policies.… more
- Santander US (New York, NY)
- …Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe ... You Make: The Vice President will be a strategic advisor and transaction lead to our clients in financing...+ Assist in developing and maintaining new and existing client relationships, in order to support the team in… 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...Deloitte Tax LLP and sector-specific training. The team As global leaders in providing professional services to the Investment… more
- HSBC (New York, NY)
- …role requires an individual who has a background in investments, Registered Investment Advisor framework as well as a strong command of data, tools, managed account ... - Sales Enablement, US you will: + Ensure the global investment journey model is implemented locally + Support...ie, be the voice of the internal and external client + Manage data streams and account logic in… more
- Amazon (New York, NY)
- …risks throughout the project. The AWS Professional Services organization is a global team of experts that helps customers realize their desired business outcomes ... cloud adoption. We also deliver focused guidance through our global specialty practices, which cover a variety of solutions,...facing role. You will be required to travel to client locations and deliver professional services when needed. Key… more
- Palo Alto Networks (New York, NY)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... the practice, building the business and becoming a strategic advisor to our customers. The role requires deep cybersecurity...of Unit 42's capabilities and provide on-demand expertise for client needs + Amplify Unit 42's presence and credibility… more
- Deloitte (New York, NY)
- …and success of Deloitte Tax LLP in a variety of way, including: + Client Management: Participate in the day-to-day interactions with client 's project team ... planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax...ERP implementation. Deloitte TTC professionals are aligned across our global network of member firms to support our clients'… more
- Bloomberg (New York, NY)
- …the Bloomberg Terminal to delivering analytics, news, and enterprise solutions to the global financial ecosystem. While data risk management is certainly not ... practices align with Bloomberg's innovation-driven culture, customer trust, and evolving global regulatory landscape. We are looking for a critical thinker with… more