- Grant Thornton (New York, NY)
- …delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting ( CPA ) firm that provides audit ... ERP and billing systems, such as SAP, Oracle, PeopleSoft, JD Edwards, etc + Requirements analysis and design for...them to perform core project activities + Participating in Sales meetings and Proposal Development meetings + Network and… more
- Bank of America (Melville, NY)
- …days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP, CPA , CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability… more
- City National Bank (New York, NY)
- …to obtain within 18 months of employment *Additional Qualifications* * Advanced Degree ( JD or CPA or Masters in Tax/Accounting/Business) helpful * Ability to ... of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective...within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain… more
- Tompkins Community Bank (Mount Kisco, NY)
- …of experience in Wealth Management, Business Development, and Relationship Management. + CFP, CPA , or JD certification(s) preferred. Benefits + Medical + Dental ... Support & Leadership + Provide guidance to teammates on client development and sales strategies. + Promote a collaborative and growth-oriented team culture. + Mentor… more
- Bank of America (New York, NY)
- …within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA , CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability… more