- Santander US (Manhattan, NY)
- …You Make:** As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their ... financial needs and goals. This role involves providing tailored...role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers… more
- JPMorgan Chase (New York, NY)
- …PricingDirect, and Markets Solutions. **Job Responsibilities:** + Serve as a trusted advisor to Digital Markets Business heads, driving the future of Neovest, ... decision-making via Excel, PowerPoint, and Tableau dashboards. + Create executive -level presentations to communicate business results and strategic initiatives. +… more
- JPMorgan Chase (New York, NY)
- …Legal, Compliance, HR, Audit) to achieve business outcomes. + Act as a trusted advisor to the Firmwide Head of Privacy and represent the Firmwide Privacy office in ... groups and create high-quality communications for senior levels. + Prepare executive management reports to support business operations and decision-making. + Develop… more
- TD Bank (New York, NY)
- …and relevant technologies. - Assess prospective partners for strategic fit, financial stability, technical capability, and cultural alignment. - Evaluate strategic ... realization. **5. Stakeholder Engagement & Influence** - Act as a trusted advisor to product, technology, and business leaders on partnership strategy and… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more
- TD Bank (New York, NY)
- …across multiple functional areas + Acts as the audit lead or audit advisor to management and respective teams for area of specialization; reports on emerging ... + Facilitates key discussions and provides thought leadership to executive audience **Shareholder Accountabilities:** + Adheres to internal policies/procedures,… more
- Amazon (New York, NY)
- …defined. * Make tradeoffs between short term Customer needs and longer-term strategic investment . * Implement and track key input metrics to (1) Measure your team's ... relationships with team's Customers, along with internal stakeholders; be a trusted advisor and a business advocate. * Monitor Customer satisfaction survey results,… more
- Amazon (New York, NY)
- …defined. * Make tradeoffs between short term Customer needs and longer-term strategic investment . * Implement and track key input metrics to (1) Measure your team's ... relationships with team's Customers, along with internal stakeholders; be a trusted advisor and a business advocate. * Monitor Customer satisfaction survey results,… more