- City National Bank (New York, NY)
- * INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys ... investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- The Salvation Army (West Nyack, NY)
- …preparation of audit schedules and responding to inquiries. + Communicate with investment custodian, external investment consultant and portfolio managers ... at our Eastern Territorial Headquarters has an opening for a Senior Investment Accountant. The Senior Investment Accountant is principally responsible for… more
- Neuberger Berman (New York, NY)
- …firm's strategies via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and other business support ... AUM, personnel) while ensuring quality-control standards are met + Complete consultant -driven questionnaires and requests regarding investment products on a… more
- City National Bank (New York, NY)
- …as appropriate *The Responsibilities* * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding ... * Bachelor's Degree or equivalent * Minimum 2 years of experience in the investment management industry * Minimum 2 years of experience in using Microsoft Office… more
- Oracle (Albany, NY)
- …feels empowered and set up for success. **NetSuite ACS - Sr. Principal Consultant - Retail & Retail+ / Apparel, Footwear, & Accessories** **Why NetSuite ACS?** ... If you are a senior-level Retail NetSuite consultant who is looking to thrive in a fast-growing...for helping Customers unlock the potential of their NetSuite investment and in joining a dynamic, fast-paced and highly… more
- Pioneer Bank (Albany, NY)
- TITLE: Wealth Consultant LOCATION: Various Branches REPORTS TO: Senior Vice President - Wealth Management CLASSIFICATION: Full Time, Base + Commission BASE SALARY: ... specific plans to assist clients in achieving their individual goals. The Wealth Consultant will also be responsible for working with internal resources such as… more
- Palo Alto Networks (New York, NY)
- …in their investment with Palo Alto Networks. As a Solutions Consultant you provide technical leadership and expertise and guidance in your customer's security ... and shared success where your work truly matters. **Your Career** The Solutions Consultant is the evolution of the traditional Sales Engineering role, aligning how… more
- CBRE (New York, NY)
- Change Management Sr Consultant Job ID 238887 Posted 19-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Property Management Location(s) ... States of America **About The Role:** As a CBRE Change Management Sr. Consultant , you will develop complex continuous improvement strategies, implement a strategy to… more
- Oracle (Albany, NY)
- **Job Description** **Sr Principal Consultant -Advanced Customer Support / Managed Services, Oracle | NetSuite** If you're a senior-level NetSuite consultant with ... team of Oracle NetSuite Professional Services is seeking a Sr Principal Consultant , ideally with Wholesale Distribution vertical market expertise. Oracle NetSuite is… more
- Livingston International (Amherst, NY)
- Training Consultant Join Livingston, the largest customs broker in Canada and the third largest entry filer in the US We're a market leader offering customs ... American operations staff. Working with the operations management team, the Training Consultant will develop the North American training plan that ties into the… more