- Citigroup Inc. (New York, NY)
- …capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Role The Senior Portfolio Advisor , LATAM ... views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and client engagement… more
- Banco Santander SA (New York, NY)
- Financial Advisor - Centralized, Brooklyn, NYCountry: United States of America**Your Journey Starts Here:**Santander is a global leader and innovator in the ... financial services industry . We believe that our employees are our greatest...to You! The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- Genpact (New York, NY)
- …reports to the Global Head of Applied Advisory. Responsibilities Client Leadership & Industry Growth Serve as a trusted advisor to client executives (C‑suite ... and we're leading the charge. Genpact's AI Gigafactory, our industry -first accelerator, is an example of how we're scaling... insight and domain expertise-such as in supply chain, finance , risk, or operations. You will serve as a… more
- Agentis Capital Advisors (New York, NY)
- …in infrastructure finance as a sponsor or as a financial advisor . Strong deal management and technical delivery capabilities. Demonstrated ability to structure ... Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and...apart. The firm has been the recipient of numerous industry rewards in recent years, including North American Financial… more
- Agentis Capital Advisors (New York, NY)
- … industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 ... Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has… more
- NFP Corp (New York, NY)
- …to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor , consultant, and constant partner in helping clients achieve their aspirations. For ... role within the firm, reporting to the Head of Advisor Success and responsible for shaping and overseeing Wealthspire's...represent the firm as a thought leader in the industry - enhancing both client experiences and Wealthspire's market… more
- Acgdept (Florida, NY)
- …drive revenue growth while leading high-performing tax teams and serving as a trusted advisor to our most valued clients on complex tax matters. This role offers ... standards across all tax engagements and compliance deliverables Serve as internal tax advisor and recognized Tax Subject Matter Expert on complex tax issues May… more
- ERI - Energy Recruiters (Garrison, NY)
- …role responsible for successful outcomes across the business. Beyond leading the finance and accounting discipline, you will serve as a key strategic partner ... share. Financial & Accounting Leadership Serve as the executive sponsor for finance ‑driven enhancements to support data‑driven decisions. Partner with IT to digitize… more
- Metropolitan Transportation Authority (New York, NY)
- …determination of specific underwriter assignments. Work closely with MTA's Municipal Advisor (s) in analyzing proposals. Design and progress financial strategies to ... and ensure compliance with document requirements. Responsible for developing plan of finance to address amendments, novation's , and terminations as needed from time… more
- University of Rochester (Rochester, NY)
- …and Services (SAVP) reports to the Executive Vice President for Administration and Finance , Chief Financial Officer and Treasurer (EVP) and serves as a member of ... optimize operational efficiency, including leveraging technology, data analytics, and industry best practices.* Ensure compliance with applicable codes, standards,… more
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