- TD Bank (New York, NY)
- …relationships with the business while conducting audits + Consult assigned lines of business (trusted advisor ) for audit + Deliver CSI and follow up as ... skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to… more
- JPMorgan Chase (New York, NY)
- …and implementation of a robust change management framework to drive adoption and business readiness + Serve as a trusted advisor to senior stakeholders, ... will serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program....are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Bank of America (Melville, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- LiveRamp (New York, NY)
- …adoption of LiveRamp's ad tech solutions, serving as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and ... leaders turn to LiveRamp to build enduring brand and business value by deepening customer engagement and loyalty, activating...In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...business insights and arrive at smarter solutions to business challenges. Our team members work collaboratively… more
- Citigroup (New York, NY)
- …+ Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of...seek strategic advice regarding financial matters. + Build relationships with client families that… more
- BMO Financial Group (New York, NY)
- …efforts, cover clients, and deliver timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior ... volumes. + Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business...- $190,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary… more
- Wolters Kluwer (Albany, NY)
- …customers make critical decisions to help save lives, improve the way we do business , build better judicial and regulatory systems. We help them get it right. ... intuitive, enterprise-scale CCH(R) Tagetik performance management software solutions that drive business results. With over 180 years' experience in the markets we… more
- BMO Financial Group (New York, NY)
- … team and other stakeholders as required. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders ... leads the execution of strategic initiatives to deliver on business and financial goals. + Conducts independent...Influence skills - In-depth / Expert. + Collaboration & team skills; with a focus on cross-group collaboration -… more
- Broadridge Financial Solutions (Albany, NY)
- …developing your career, while helping others along the way, come join the Broadridge team . Broadridge is seeking a Key Account Specialist to be a trusted partner in ... Bank and Broker client(s) for our Proxy and PostSale business . Acting as a key advocate for both the...cultivating high-value, long-term relationships and acting as a trusted advisor for our clients day-to-day activities for the Proxy… more