- IBM (New York, NY)
- …(AEP), Adobe Target, and Adobe Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance customer ... **Your role and responsibilities** At IBM Consulting, we help Financial Services organizations deliver trusted, AI-powered experiences that delight customers… more
- JPMorgan Chase (New York, NY)
- …relationships. **Job Summary:** As an Executive Director for our High Touch Trading team , you will lead the strategic direction and execution of equity trades on ... and maintain strong relationships with institutional clients, serving as a senior advisor and trusted partner. + Ensure compliance with all regulatory requirements… more
- JPMorgan Chase (New York, NY)
- …maintain strong relationships with institutional clients, acting as a trusted advisor . + Ensure compliance with all regulatory requirements and internal policies. ... analytical and quantitative skills. + Proficiency in trading platforms and financial software. + Exceptional communication and interpersonal skills. + Demonstrated… more
- Cherry Bekaert (NY)
- …with a forward-thinking, collaborative approach. Our Risk Advisory Services (RAS) team is expanding rapidly, and we're seeking a dynamic, market-facing Partner ... Opportunity** We're seeking a dynamic **Risk Advisory Partner** with deep financial institutions experience, including Community Banks and Credit Unions. This role… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Santander US (Manhattan, NY)
- …You Make:** As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their ... financial needs and goals. This role involves providing tailored...them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute… more
- BMO Financial Group (New York, NY)
- …and portfolio basis. + Provides credit coaching, training and support to direct team and other stakeholders as required. + Provides strategic input into business ... decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy...execution of strategic initiatives to deliver on business and financial goals. + Conducts independent analysis and assessment to… more
- JPMorgan Chase (New York, NY)
- Join our Digital Markets Business Management team as a resourceful, motivated, and energetic individual. This role offers a unique opportunity to lead change within ... Manager - Vice President within the Digital Markets Business Management team , you will provide strategic leadership, collaborating closely with senior Managing… more
- Deloitte (New York, NY)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, ... tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environment?...Managers to expand the ASC 740 skills of our team , drive innovation, enhance cross-service line teaming, and build… more
- American Express (New York, NY)
- …commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your ... practical business needs. This role is part of a team that executes a variety of 1Line Of Defense...and emerging risk trends + Act as a trusted advisor to senior leaders, supporting a culture of compliance… more