- US Bank (New York, NY)
- …and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ ... worth into Private Wealth Management, help with client discovery and work with wealth management specialists to...have an independent ability to provide solutions for the client 's financial status using the most advanced… more
- Scotiabank (New York, NY)
- …streamline and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas, and ambitions. ... greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,...in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity… more
- Lumen (Albany, NY)
- …and translate complex requirements into tailored solutions. Acting as a trusted advisor , you'll showcase best practices and demonstrate how our offerings enable ... solution design, demos, workshops and RFP/RFI responses-to architect impactful client solutions. + Demonstrates advanced discovery and solution selling abilities… more
- KeyBank (Depew, NY)
- …contact for new and existing clients. **Essential Functions** + Provide support to the Private Client Advisors. + Perform customer service duties and assist in ... Required Minimum Distribution (RMD) calculations. + Follow up on client service activities and Advisor requests. +...+ Minimum of 1 year experience in brokerage or financial services (required) **Licenses and Certifications** + FINRA License… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy,...and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and… more
- Steer (New York, NY)
- …to design and implement strategies for market entry, brand positioning, and client acquisition. + Act as an internal champion for airport commercial services, ... Lead business development efforts, including prospecting, proposal writing, and client presentations. + Build and expand relationships with airports,… more
- Deloitte (Jericho, NY)
- …across Deloitte businesses. + Be an advisor to newly public and private clients to assist with accounting and financial reporting, among other areas. ... You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. + As… more
- First Horizon Bank (New York, NY)
- …and public relations activities to identify prospective Treasury Management client opportunities + Perform product research and identify appropriate solutions ... Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the… more
- TD Bank (New York, NY)
- …Senior Counsel is at the center of helping TD Bank provide banking and financial services that meet our customers' goals. You will provide oversight, legal advice, ... originations, marketing, and servicing. You will be a trusted advisor to product owners and risk stakeholders. **Depth &...for both internal and external legal spend + Anticipates client needs + Deals with complex legal issues +… more
- Guidehouse (New York, NY)
- …technology approach, Guidehouse drives efficiency and resilience in healthcare, financial services, energy, infrastructure, and national security markets. With ... high-quality standards and a relentless pursuit of client success, Guidehouse's more than 18,000 employees collaborate with...Communities, Energy & Infrastructure + Defense & Security + Financial Services + Health + Technology **What You Will… more