- Deloitte (Stamford, CT)
- Deloitte, a leader in professional services specializing in audit, tax, consulting, and financial advisory services, with clients in over 20 industries, is ... seeking an exceptional Advisory Manager with a focus on SAP Treasury. With... services that shape the landscape of our clients' financial success. + Client Engagement: Play a central role… more
- Wells Fargo (Greenwich, CT)
- …+ Interact with internal and external customers + Manage allocation of people and financial resources for Fiduciary Advisory + Develop and guide a culture of ... **About this role:** Wells Fargo is seeking a Fiduciary Advisory Senior Manager Working at Wells Fargo | Jobs...or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced… more
- Bank of America (White Plains, NY)
- …heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America ... personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies +… more
- KPMG (Montvale, NJ)
- …data/integrity in the functional areas of Foundation Data Model (FDM) and Financial Accounting + Support business development activities such as identification, ... **Business Title:** Sr. Associate, Workday Financial Accounting/ Foundation Data Model **Requisition Number:** 111940 - 58 **Function:** Advisory **Area of… more
- KPMG (Stamford, CT)
- …( Financial Services) **Requisition Number:** 111369 - 20 **Function:** Advisory **Area of Interest:** **State:** CT **City:** Stamford **Description:** KPMG ... Advisory practice is currently our fastest growing practice. We...and Alliances Sales Organization focused on Cloud sales in Financial Services and/or Healthcare. Responsibilities: + Develop relationships and… more
- Bank of America (West Nyack, NY)
- …* Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help ... Merrill Financial Solutions Advisor - Paramus & Associates Market...goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources. During… more
- Bankers Life (Fishkill, NY)
- …- Benefit-eligible management positions within local branch structure. 5. Securities Licensing Support to Become a Financial Representative - we provide free ... Financial Services Professional - Hybrid Experience Location: Fishkill,...Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement… more
- Bank of America (Stamford, CT)
- …+ Deliver advice through clientreviews/presentationswith confidence, including reviews of financial goals, and recommend investment advisory strategies to ... Merrill Financial Solutions Advisor - Southern Connecticut Market Stamford,...goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources. During… more
- Bankers Life (Fishkill, NY)
- Entry Level Financial Representative - Insurance Sales Location: Fishkill, NY, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job ... Life(R), one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow...Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement… more
- Deloitte (Stamford, CT)
- …jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory ," and "tax controversy" pique your interest? Do you enjoy providing federal ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...specialists when needed, and be connected to a strong support system from firm leadership to ensure you are… more
- Deloitte (Stamford, CT)
- …jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory ," and "tax controversy" pique your interest? Do you enjoy providing federal ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...specialists when needed, and be connected to a strong support system from firm leadership to ensure you are… more
- Deloitte (Stamford, CT)
- …jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory ," and "tax controversy" pique your interest? Do you enjoy providing federal ... What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group,...specialists when needed, and be connected to a strong support system from firm leadership to ensure you are… more
- Deloitte (Stamford, CT)
- Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and ... that are relevant for public and private companies, ranging from project management support , analytical support , and tax consulting for our Insurance industry… more
- AON (Stamford, CT)
- …you will help empower results for McLagan clients by delivering financial services compensation benchmarking and consulting. McLagan's best-in-class data and ... advisory insights are the backbone to our industry-specific performance...business segment. Our clients include virtually every leading global financial services firm, including traditional and alternative asset managers,… more
- KPMG (Stamford, CT)
- …and directors to help identify Oracle Cloud project opportunities with existing KPMG Advisory , Tax, and Audit clients + Support new business opportunities and ... Oracle Cloud Financials **Requisition Number:** 112092 - 20 **Function:** Advisory **Area of Interest:** **State:** CT **City:** Stamford **Description:** KPMG… more
- KPMG (Stamford, CT)
- …Oracle Cloud Financials **Requisition Number:** 110007 - 20 **Function:** Advisory **Area of Interest:** **State:** CT **City:** Stamford **Description:** The ... KPMG Advisory practice is currently our fastest growing practice. We...+ Lead Oracle Cloud Financials projects involving strategy, implementation support , and Enterprise Resource Planning (ERP) optimization related to… more
- KPMG (Montvale, NJ)
- …Manager, Workday Grants **Requisition Number:** 111937 - 58 **Function:** Advisory **Area of Interest:** **State:** NJ **City:** Montvale **Description:** The ... KPMG Advisory practice is currently our fastest growing practice. We...Responsibilities: + Lead Workday Financials projects involving strategy, implementation support , and Enterprise Resource Planning (ERP) optimization related to… more
- Morgan Stanley (Purchase, NY)
- Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management ... and oversight of registered investment advisors (RIAs) that primarily provide advisory and consulting services to institutional retirement plan clients. Although… more
- KPMG (Montvale, NJ)
- …Director, Liquidity Risk **Requisition Number:** 111337 - 58 **Function:** Advisory **Area of Interest:** **State:** NJ **City:** Montvale **Description:** The ... KPMG Advisory practice is currently our fastest growing practice. We...proposals for prospective clients and client presentations; lead and support proposal and business development activities by identifying new… more
- Morgan Stanley (Purchase, NY)
- …contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial ... and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience… more