- Citigroup (New York, NY)
- …prospects into clients. + Anticipate events in a client's life which have significant financial implications. + Serve as a trusted advisor to clients and provide ... of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are...prioritize + Able to work as part of a team + Thrives in a business development… more
- JPMorgan Chase (New York, NY)
- …and ensure client is satisfied throughout engagement + Work collaboratively with team members across lines of business and cross-functional teams; maintain ... and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.… more
- City National Bank (New York, NY)
- … business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... environment and its impact on clients. * Personal & Business Financials - review financial statements to...programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and… more
- JPMorgan Chase (New York, NY)
- Our JP Morgan Wealth Management Content team is seeking a digital content strategist and editor to help us create distinct and compelling content for our affluent ... our clients in new ways. We're a highly motivated team that operates like a news organization. This is...a subject matter expert in finance, is passionate about financial literacy and has extensive writing and/or journalism experience… more
- Nutanix (Albany, NY)
- …engagements from early conversations to decision making evaluations. + Create long-term business relationships and become a trusted advisor within select ... Humble, Honest, with Heart.** **The Opportunity** Do you love discovering customers' business challenges and crafting unique solutions for them? Are you ready for… more
- Amazon (New York, NY)
- Description The Amazon Web Services Professional Services (ProServe) team is seeking an experienced Senior Advisory Consultant to join our North American team . ... role, you will work closely with industry customers to drive business strategy, lead enterprise transformations, and deliver innovative solutions leveraging AWS… more
- New York State Civil Service (New York, NY)
- … Services (DFS) seeks to build an equitable, transparent and resilient financial system that benefits individuals and supports business .The Insurance Division ... NY HELP No Agency Financial Services, Department of Title Executive Deputy Superintendent...Services, and is a member of the Department's Executive Team . The Executive Deputy is responsible for all regulatory… more
- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax...for a variety of entities and their affiliates. The Team At Deloitte Tax LLP, our Business … more
- Amazon (New York, NY)
- Description The Amazon Web Services Professional Services (ProServe) team is seeking an experienced ProServe Cloud Architect (PCA) to join our team at Amazon Web ... work closely with customers to understand their technical requirements and business objectives, designing and implementing tailored cloud solutions. You'll be a… more
- NBT Bank (Syracuse, NY)
- …team members from within and outside of TM. Serve as a trusted advisor for our largest, most complex business customers. Communicate and cultivate ... or indirect oversight of TMSOs, TM analyst(s) and deal team members as needed; provide executive influence on HR...financial institution by growing our people and our business , evolving our processes and managing risk. We've weathered… more