- Citigroup (New York, NY)
- …helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to Citi Wealth's global ... updates to global senior management. + Understand and provide investment solutions to rapidly changing alternatives investment environment. Qualifications and Skills… more
- Deloitte (New York, NY)
- …life cycle assessment ("LCA") studies + Identify potential issues and propose solutions to leadership, as well as implement process improvement strategies + Ensure ... attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +...+ Passion for leveraging technology and exploring new technology solutions + Previous Big 4 or large CPA or… more
- Deloitte (New York, NY)
- …and their affiliates and ensuring the integrity of tax results using technology solutions , as well as supporting the development and implementation of tax strategies ... in new ways to uncover valuable business insights and arrive at smarter solutions to business challenges. Our team members work collaboratively and apply their… more
- Justworks (New York, NY)
- …expertise that our customers have never experienced before. They craft innovative solutions that guide users through the most complicated challenges of running (and ... partners, and their clients, time and money. We build and scale systems, namely our Advisor Dashboard product and Partner API, that handle the needs of a range of… more
- Deloitte (New York, NY)
- …life cycle assessment ("LCA") studies + Identify potential issues and propose solutions to leadership, as well as implement process improvement strategies + Ensure ... Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced degree such… more
- Ketchum (New York, NY)
- …And we love when those worlds collide to create the very best teams and solutions for our clients. We work with the world's leading brands, emerging start-ups, and ... + Grow strong relationships with senior clients and become a trusted advisor by solving problems, offering meaningful counsel, and delivering valuable insights +… more
- Grant Thornton (New York, NY)
- …defend against advanced cyber threats. You will serve as a strategic advisor to executive stakeholders, guiding them through the design, implementation, and ... day-to-day may include: + Leading the delivery of Microsoft Threat Protection solutions , including Microsoft Defender for Endpoint, Identity, Office 365, Cloud Apps,… more
- Citigroup (Getzville, NY)
- …teams and departments on varying matters, define problems, develop innovative solutions , streamline processes and lead change-the-bank settlement projects + Closely ... by presenting data and analyzing validates to develop added solutions and oversee the integrity of process, operations and...clients and internal operations groups + Serve as an advisor and coach to new or junior level staff… more
- Justworks (New York, NY)
- …at a start-up but it's a fulfilling and rewarding experience as you become a trusted advisor to our customers. In this role, you will be required to come into our ... development + Be an ambassador of Justworks and its solutions ; strive to gain an intimate and comprehensive knowledge...people can easily understand + Able to apply creative solutions to a variety of issues in a fast-paced… more
- LoopMe (New York, NY)
- …client base, including leading brands, agencies and publishers, LoopMe finds solutions to industry challenges. The acquisition of Chartboost supercharges LoopMe's ... and follow-ups, managing a high volume of interactions with prospects and tailoring solutions and proposals that reflect clients' needs. + Leading the full sales… more