- JPMorgan Chase (New York, NY)
- …detail-oriented with strong commitment to accuracy JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... team + Work with Team Leader to monitor Client Advisor loadings + Submit and monitor fee schedules and...to learn proprietary software + Experience and interest in financial markets and concepts + Excellent interpersonal skills +… more
- MUFG (New York, NY)
- …(b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association ... heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... life cycle assessment ("LCA") studies + Identify potential issues and propose solutions to leadership, as well as implement process improvement strategies + Ensure… more
- Guardian Life (New York, NY)
- **Data Solutions Analyst** **Overview** As a Data Solutions Analyst, you will play a pivotal role in advancing the organization's data management and metadata ... initiatives. You act as a trusted expert and advisor , partnering with business and technical teams to define, implement, and maintain robust data and metadata… more
- KeyBank (Tarrytown, NY)
- …ensure that organizational goals are met by providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or ... changes consistent with investment strategy. + Maintains deep expertise in financial markets and related areas, including alternative investments and third party… more
- IBM (New York, NY)
- …Experience in Tech Sales: Actively acquiring new clients. * Ability to Convey Tech Solutions : Effectively articulating the business and financial impact of tech ... their ability to understand their data. It means providing solutions that enable people across organizations, in multiple roles,...& AI market to serve as a trusted client advisor (training on IBM's Data & AI offerings will… more
- Deloitte (New York, NY)
- …align tax and legal software with the clients' specific requirements and goals. + Solutions : Work with a team to develop and leverage automation and innovative ... solutions to aid in the efficiency of tax and...planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax… more
- ADP (Latham, NY)
- …Broker Channel Sales Representative** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a lasting ... 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products and services) to executives, and accurately forecast your sales… more
- Rubrik (Albany, NY)
- …impact with a disruptive tech company while building your career as a solutions architect? Rubrik, Inc. has an amazing product, a supercharged team and the ... financial backing of Lightspeed Ventures, Greylock Partners and Khosla...want to talk to you! Rubrik is looking for solutions architects with extensive experience in cyber security to… more
- Coinbase (Albany, NY)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they… more