- JPMorgan Chase (New York, NY)
- …saving behaviors allows us to deliver effective retirement solutions, helping individuals manage risk and achieve their goals. Join us in shaping the future of ... and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor strategy with key strategic… more
- Wellington (New York, NY)
- …the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a ... insights to sales teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track and measure impact on sales… more
- Persado (New York, NY)
- …its compliance team as they generate collateral that balances performance and compliance risk . Persado is at the forefront of helping marketing teams in highly ... no responsibility for post-sale upsell or cross-sell + Become a trusted advisor and strategic partner to C-level stakeholders, positioning Persado's Enterprise AI as… more
- Syracuse University (Syracuse, NY)
- …advice to a very sophisticated client base. Will serve as a trusted legal advisor to the General Counsel, other members of the senior administration, and key faculty ... and staff positions. Will proactively identify legal risk to the University and offer creative and effective solutions to mitigate such risks and to protect the… more
- Cherry Bekaert (Albany, NY)
- …serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services + ... and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting,… more
- Northwell Health (Staten Island, NY)
- …modalities in order to help individuals maximize their functioning. 2.Utilizes high risk criteria and/or consultation referrals to identify patients in need of or ... program, progress, development, and placement experience; meets with student's faculty advisor at prescribed intervals. 13.Performs related duties as required. All… more
- Citigroup (Getzville, NY)
- …to assess service quality and identify areas for improvement + Act as an advisor to new/junior staff + Appropriately assess risk when business decisions are ... made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal… more
- Deloitte (New York, NY)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk , provision and compliance. Learn more about Deloitte Tax Management… more
- Deloitte (New York, NY)
- …technical capabilities and an innovative mindset to help our clients mitigate risk and identify opportunities. NTAG assists companies with all aspects of their ... attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, on average,… more
- Kyndryl (Albany, NY)
- …negotiation on engagements, while enduring profitability and understanding and containing risk + Apply consultative judgment to accurately scope work, negotiate ... CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, deliverables… more