- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- World Wide Technology (New York, NY)
- …partnership to accelerate digital transformational outcomes for large public and private organizations around the world. Through its Advanced Technology Center, a ... strategies for Fortune 500, including leading global Banking and Financial Services institutions, and large public sector organizations, positioning WWT… 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 ... for portfolio and clients in sector 3.Responsible for gaining understanding of client 's strategy, financial objectives, risk tolerance and desired outcomes /… more
- Neuberger Berman (New York, NY)
- …to join our team. This is a high-performing function within the Public & Private Markets, with a primary, end-to-end focus on Blackrock's Aladdin. This role will ... changes and regulatory/process transformations. + Foster a culture of ownership, client focus, and continuous improvement; allocate resources to support changing… 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
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Citigroup (New York, NY)
- …goals. Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client , International Private Bank and Citi Private ... of end-to-end business processes across products and platforms to drive improvement in advisor and client experience while optimizing costs + Unify data strategy… more
- World Wide Technology (New York, NY)
- …partnership to accelerate digital transformational outcomes for large public and private organizations around the world. Through its Advanced Technology Center, a ... scalable, secure, and operationally sound architectures. As a trusted advisor , you will guide organizations through solution design and...that leverage the best of WWT and meet our client 's business objectives. + Build Program Models - Develop… more
- World Wide Technology (New York, NY)
- …business goals and client needs. The Director serves as a trusted advisor to clients, guiding them through technical transformations and ensuring the delivery of ... partnership to accelerate digital transformational outcomes for large public and private organizations around the world. Through its Advanced Technology Center, a… more
- Deloitte (New York, NY)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... to work with some of the leading hedge and private equity firms, insurance companies, and banks in the...of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This… more