- Citigroup (New York, NY)
- …**Education** : + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Citigroup (Hewlett, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- JPMorgan Chase (New York, NY)
- …engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor teams. You will represent Global Transportation ... an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset… more
- Wells Fargo (New York, NY)
- …through geographically dispersed but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and service ... to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver...bankers in the Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high- and ultra-high-net-worth… more
- City of New York (New York, NY)
- …or private concern in budget administration, accounting, economic or financial administration, or fiscal or economic research; in management or methods analysis, ... from physical or mental injury, neglect , maltreatment, or financial exploitation; are in need of protection from actual...these units. The Executive Director serves as a chief advisor to the APS Deputy Commissioner on all matters… more
- Truist (New York, NY)
- …of America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients ( private equity and ... clients in sector 3. Responsible for gaining understanding of client 's strategy, financial objectives, risk tolerance and...6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7.… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to… more
- Deloitte (New York, NY)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Capital One (New York, NY)
- …industry research publications + Developing and cultivating client , prospective client , buyer, investor, and professional advisor relationships + Mentorship ... taking on a substantial amount of responsibility in transaction execution, client management, and new business development. **General responsibilities** + Working… more