- Deloitte (New York, NY)
- …organization. You will deliver services for companies that are implementing tax solutions related to enterprise resource planning (ERP) systems and tax applications. ... or indirect tax engine client engagements and teams. + Solutions : Identify, design and implement technology and innovative ...planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax… more
- MSC Industrial Supply Co. (Deer Park, NY)
- …and compelling about their business that leads to MSC s differentiated solutions . **DUTIES and RESPONSIBILITIES:** + Offers unique perspective - Aligns our unique ... and quantifies the impact of maintaining the status quo or pursuing competitors' solutions .- Quantifies value in terms of resolving an unrecognized problem or need,… more
- BlackRock (New York, NY)
- …enables wealth managers to accelerate growth across client segments, drive advisor efficiency & scale through connected digital systems, and deepen relationships ... lines and be effective in a global organization. + ** Solutions Oriented:** Uncovers and meets the needs of external...SaaS + Knowledge of wealth platforms (home office and advisor facing technology) + Willingness to travel within the… more
- Nuveen Investments (New York, NY)
- …market research and client/investment team input + Drive internal and advisor communications, supporting product training and advisor education initiatives ... manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and… more
- Neuberger Berman (New York, NY)
- …and investment teams, with access to a deep breadth of customized investment solutions , the platform is truly unique in the industry. The Client Associate will ... a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience...customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis.… more
- CDM Smith (Buffalo, NY)
- …with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our transportation ... who can act as the subject matter expert for the financial operations and main advisor to the Managers and Directors of this division. **We are open to considering… more
- Palo Alto Networks (New York, NY)
- …SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud architecture ... of work, and client roadmaps + Build and maintain long-term trusted advisor relationships with strategic customers and Unit 42 retainer clients + Represent… more
- Anywhere Real Estate (New York, NY)
- …capabilities to generate data-driven insights that serve the heart of Anywhere Advisor and Anywhere Brand business. Together with our business counterparts in the ... (eg, data scientists, software engineers, and product managers) to ensure data solutions meet business needs. **Data Security and Compliance:** + Implement and… more
- JPMorgan Chase (Brooklyn, NY)
- …a Treasury Capital Controller - Associate, you will serve as a trusted advisor to CIB management and corporate partners, providing clarity on analytics to evaluate ... part of a high-performing team, serving as a trusted advisor to CIB management and corporate partners. You will...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- City National Bank (New York, NY)
- …in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, ... formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new...Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum… more