- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... compliance and consulting services to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any of these questions,… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... you a senior tax professional who wants to specialize in Financial Services and Insurance ? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Cherry Bekaert (Albany, NY)
- …we'd like to hear from you. Let's grow your career as an ** Insurance Audit Manager** supporting our Louisville practice. **We will consider remote applicants for ... resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in...consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities… more
- City of New York (New York, NY)
- …- Report industry billing trend and changes to Assistant Director of Patient Billing. INSURANCE ADVISOR (HEALTH) - 40236 Qualifications 1. A master's degree from ... Job Description Summary Description: Bureau of Revenue focus on optimization of insurance billing and reimbursements for service provided to insured New Yorkers that… more
- NTT DATA North America (New York, NY)
- …United States (US). **NTT Data is currently seeking a Client Partner to join our Financial Services & Insurance team in the Remote- US. The Client Partner serves ... now. We are currently seeking a Client Partner for Insurance (Global) to join our team in New York,...as a trusted advisor , fostering strategic, long-term partnerships with clients by understanding… 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
- Kyndryl (New York, NY)
- …and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. Contribute ... to Profitable Growth: + Drive significant financial outcomes through signings and revenue targets + Ensure...seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions… more
- JPMorgan Chase (Brooklyn, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you ... customers want. You will lead a team of a Financial Advisors who service a wide range of clients,...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- Amazon (New York, NY)
- Description AWS is seeking a world class sales professional to join the Americas Insurance team and manage the customer relationship with one of the world's largest ... life insurance companies. The account manager will be responsible for...in their technology evolution. Key job responsibilities Build trusted advisor relationships within the account, articulating a clear vision… more