- Citigroup, Inc. (New York, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- Pontera (New York, NY)
- …and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor . Pontera is used by financial advisors across the ... come in. DESCRIPTION Pontera is looking for an experienced Senior Advisor Success Manager ("ASM") to join...and impact. RESPONSIBILITIES Proactive engagement with partner firms & financial advisors to drive platform adoption and growth. Serve… more
- JPMorgan Chase & Co. (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain...do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety… more
- Virtus Investment Partners, Inc. (New York, NY)
- …and our investment managers offer opportunities across the country. Job Description The Senior Financial Writer is responsible for developing and contributing to ... and offering clients high-quality investment strategies to meet their financial needs. Here, employees can thrive personally and professionally. Professional… more
- Ares Management Corporation (New York, NY)
- …wellbeing app, financial wellness benefit that includes access to a financial advisor , new parent leave, reproductive and adoption assistance, emergency ... team in 2024 which governs the firm wide investor financial data. This team works with all Ares Fund...help ensure accuracy, consistency and completeness of our investor financial data. The team will also work with various… more
- Hotwire - US (New York, NY)
- …in a role with accountability for revenue and business leadership responsibility. Advising senior leaders and C-suite stakeholders is your sweet spot and you're not ... You've worked across all dimensions of FinTech from traditional financial services and digital payments and investing, to ...person to join our North America team as a Senior Vice President, FinTech. The Senior Vice… more
- Howden Group Holdings (New York, NY)
- Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About ... funds, family offices, insurance-linked securities funds, and other institutions. As a Senior Analyst, you will have the opportunity to: Participate in the… more
- Tephra (New York, NY)
- …annually generating multi-million dollars of consultative solution sales at Banking and Financial Services clients. *Verifiable list of senior executive contacts ... Description: Position Description - Banking and Financial Services Go-to-Market, C4/C5 Corporate Cards & Banking... Services Go-to-Market, C4/C5 Corporate Cards & Banking A senior professional in the CLIENT' Consulting and Services Integration… more
- Pontera (New York, NY)
- …and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor . Pontera is used by financial advisors across the ... in. DESCRIPTION We're looking for a strategic and hands-on Senior Product Marketing Manager to define and lead the...with employer match & employer-sponsored access to a retirement advisor Family Benefits : Paid parental leave & reimbursement… more
- TD Bank Group (New York, NY)
- …more specific details for this role. Line of Business: Audit Job Description: The Senior Audit Group Manager leads and develops a team of audit professionals and ... manages a team greater than 5 Audit professionals/specialists Strategic advisor to leadership team on the management of the...Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in… more
- Houlihan Lokey, Inc. (New York, NY)
- … financial analysts with substantial responsibility and interaction with senior -level professionals Basic Qualifications The ideal candidate will have prior ... bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory....for the past two years, the No. 1 M&A advisor for the past 10 years in the US,… more
- CBIZ, Inc. (Greenwich, CT)
- …come to rely on. CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge ... review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous… more
- RSM Global (New York, NY)
- …and that's why there's nowhere like RSM. RSM US LLP , the First Choice Advisor to the Middle Market seeks a Business Risk Consulting (RC) Partner/Principal to join ... technical, industry and risk advisory knowledge to become a trusted advisor to our clients. Effectively manage, motivate, and mentor multidisciplinary teams… more
- Metropolitan Transportation Authority (New York, NY)
- …continuous improvement and operational excellence. DUTIES AND RESPONSIBILITIES Serve as a senior advisor to the President on strategic initiatives, policy, ... Telework eligible JOB SUMMARY The Executive Director Strategic Priorities a senior leadership position responsible for shaping and driving Metro-North Railroad's… more
- Blue Owl (New York, NY)
- …Business Management team - a strategically focused group that partners with senior leadership of Blue Owl's Private Wealth Distribution. This team spearheads sales ... a critical role in shaping strategic initiatives alongside Distribution Leadership and senior management to support and scale the business. This role will… more
- Citigroup, Inc. (New York, NY)
- Counterparty Credit Risk Analytics is a group within Citi Financial Risk Technology, responsible for developing the applications used for derivatives credit risk and ... system process, and industry standards, and make evaluative judgement. Serving as advisor or coach to new or lower-level analysts. Exercising independence of… more
- NBCUniversal (Englewood Cliffs, NJ)
- …to guide and counsel. Assist the TV Networks CFO and other members of senior management with the formulation of financial and operational policy matters. ... President reports to the Chief Accounting Officer, SpinCo and acts as a key advisor to finance leadership on all accounting matters. This role partners with business… more
- Tata Consultancy Service Limited (New York, NY)
- Senior Product Manager Capital markets Must Have Technical/Functional Skills *2+ years of experience in project management and/or product management *Able to write ... level to analyze data) and outline requirements *Experience in Banking/ Financial domain *Experience of working in a globally distributed...and help define operating standards and processes *Serve as advisor or coach to rest of the team *Has… more
- Sixfold (New York, NY)
- …customer's business, use cases, and desired outcomes to guide them as a trusted advisor Develop and drive programs to increase usage of the product within the ... initial onboarding and ongoing usage of the platform Build relationships with senior executives accounts, understanding their goals - conduct business reviews to… more
- Webster Bank (Paramus, NJ)
- …we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving ... seasoned, experienced banker that is viewed as a trusted advisor to clients and can manage and develop a...services. In this role, assistance is given to the Senior Managing Director with the management of the team's… more
