- HSBC (New York, NY)
- …delivery of investment advice and implementation (including tools and programs) for Private Banking clients. The team in responsible for commercialization of the ... individual who has a background in investments, Registered Investment Advisor framework as well as a strong command of...ie, be the voice of the internal and external client + Manage data streams and account logic in… more
- Confluent (Albany, NY)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Williamsville, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax… more
- Lumen (Albany, NY)
- …proposing solutions to our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital business strategies. **The ... business and technology objectives, conduct full technical discovery, and architect client solutions to meet gathered requirements. Assess business and operations… more
- Scotiabank (New York, NY)
- …and procedures. The Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep ... other audit function areas is shared. + Support a client focused culture throughout their team to deepen ...programs are designed to help support your unique family, financial , physical, mental, and social health needs. Location(s): United… more
- Elevance Health (Middletown, NY)
- …9/8/2025.** The **Consumer Service Associate** is responsible for assisting national marquee client (s) and members using a variety of platforms and services models ... into appropriate programs and offerings. + Acts as trusted advisor and educator on health care related inquiries. +...from home with internet access and a quiet and private workspace; moving to a virtual work environment could… more
- City of New York (New York, NY)
- …applicants who are permanent in the civil service title of supervising public health advisor or candidates that filed for Exam No. 3542 - PROMOTION TO SUPERVISING ... visiting services are rendered. - Conduct Quality Assurance (QA) client visits, and case reviews with staff to ensure...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more