- Sprinklr (New York, NY)
- …strong relationships with clients, understanding their needs, and becoming a trusted advisor + Proactively engage in strategic development of the Solution Consultant ... build high-performing organizations, and manage resources effectively. + Consulting and Sales :Experience in sales , consulting, and solution delivery, with a… more
- BMO Financial Group (New York, NY)
- …as required. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... execution of strategic initiatives to deliver on business and financial goals. + Conducts independent analysis and assessment to...procedures. + Provides credit risk coaching and advice to sales & service employees to increase awareness of risk,… more
- Citigroup (New York, NY)
- …Prime Services business at Citigroup. The individual will work alongside Sales /Origination, In Business Risk, FRM, Credit, Operations, Technology and product ... win new client mandates, increase share of wallet, drive revenue growth, optimize financial resources, create new innovate solutions for our clients and advance the… more
- Citigroup (New York, NY)
- …split-offs. The overall objective of this role is to act as a strategic advisor to our clients by facilitating capital formation in the equity market for clients. ... equity capital markets alternatives based on in-depth analysis of client's existing financial instruments compared against recent market activity + Work closely with… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Robert Half Finance & Accounting (New Rochelle, NY)
- …weekly payroll, weekly payment preparation, tax filing in coordination with a tax advisor , and oversee office administration tasks. + Financial Reporting and ... Qualified candidates can send resumes to joe.ciavardini@roberthalf + Comprehensive Financial and Administrative Management: Handle daily bookkeeping, bank reconciliations,… more
- JPMorgan Chase (New York, NY)
- …not limited to marketing, deep client engagement, product development and sales /retention strategy. As a Managing Director, Private Market Investment Specialist ... (including corporate pension funds, state and government sponsored investment funds, insurance companies, endowments and foundations, as well as other investors). +… more
- Mizuho Corporate Bank (New York, NY)
- …Minimum of 13 years of relevant experience in risk management within the financial services, insurance , or investment management sectors, with a strong ... Operations, Legal, Compliance, and other functions, serving as a trusted advisor and providing constructive challenge and oversight of resilience-related plans and… more
- Capgemini (New York, NY)
- …Architect omni-channel experiences including contact center, customer service, and sales enablement capabilities. * Ensure solutions support customer 360 ... requirements (NFRs) across domains. **Leadership & Governance** * Act as a trusted advisor to business and IT stakeholders; guide CRM platform selection and roadmap… more
- WTW (New York, NY)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... to the Executive Compensation practice and local office teams + Collaborate with sales operations, legal and client teams on client contracting terms (eg scope of… more