• Worley Consulting (New York, NY)
    …or ESG frameworks. Practice Leadership: Drive the growth of Worley Consulting's Financial Advisory practice, shaping strategy , acquiring top talent, ... Principal Financial Advisory Consultant - Top-Tier Business...modeling, positioning the firm as a leader in lender advisory services . Sustainability & Safety: Embed Worley's… more
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  • USAA (Phoenix, AZ)
    …the USAA representative to top-level executive leadership from large and complex Financial Services /Sub- Advisory organizations to build and provide ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service...the areas of Property and casualty, life insurance or financial services industry CFP certification The above… more
    Upward (07/21/25)
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  • Crowe LLP (New York, NY)
    …to the development and execution of the strategic vision for the transaction services advisory practice in collaboration with the other Partners and practice ... growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of...preferred At least 12+ years of experience in transaction advisory services / mergers and acquisitions however… more
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  • CrossCountry Consulting (Arlington, VA)
    …ERP applications, specifically SAP is preferred. Prior experience in professional services (IT consulting, advisory firm, or management consulting firm) ... From the beginning, our goal was to establish an advisory firm that stands apart from the rest -...ones What You'll Bring 5+ years of business application strategy , selection, or implementation experience, with an understanding of… more
    Upward (07/12/25)
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  • Charles Schwab Inc. (Cincinnati, OH)
    …support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels. The team ... teams. We are looking to add a Business Development Officer, Schwab Wealth Advisory role to our talented client facing team. The Business Development Officer, Schwab… more
    Upward (07/23/25)
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  • Palo Alto Networks (Santa Clara, CA)
    …a few! Job Description Your Career The Principal Consultant, Cyber Risk Management Advisory for Proactive Services is focused on leading our Governance, Risk, ... account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name… more
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  • Raymond James Financial, Inc. (New York, NY)
    …of key themes and trends. Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations ... and good financial practice. Develop and amend investment models to provide...relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities… more
    Upward (07/05/25)
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  • The Baldwin Group (Lakeland, FL)
    …all licenses as required by the State Department of Insurance to provide service , consultation, and financial risk transfer solutions in states where the ... all licenses as required by the State Department of Insurance to provide service , consultation, and financial risk transfer solutions in states where the… more
    Upward (07/21/25)
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  • EY (Atlanta, GA)
    …go. Join EY and help to build a better working world. The Employee Financial Services (EFS) practice operates within the NTD, focusing exclusively on providing ... comprehensive financial planning services to large employee and...meetings within a team environment to deliver quality integrated advisory services to clients while owning accounts… more
    Upward (07/23/25)
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  • LHD Benefit Advisors (Indianapolis, IN)
    …health systems. Familiarity with pricing strategy , revenue contribution, and service line financial targets required High proficiency in interpreting claims ... and services into client strategies to support delivery of high-value advisory services . Lead quarterly or semi-annual client meetings to present findings… more
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  • Houlihan Lokey, Inc. (New York, NY)
    …and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services . The firm is the No. 1 investment bank for all ... mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory . Houlihan Lokey serves corporations, institutions,… more
    Upward (07/19/25)
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  • Infosys Limited Digital (Basking Ridge, NJ)
    …responsible for the delivery of business results to clients. Infosys Consulting's Financial Services Practice is seeking experienced Business Analysts with ... architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach. Digitalization of Advisory Platforms covering… more
    Upward (07/24/25)
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  • National Association of Insurance Commissioners (Kansas City, MO)
    …for proposals (RFP) as necessary to identify an external accounting or service advisory firm to conduct the annual financial audit and SSAE audit. After ... financial impact statements (fiscals) for all new products, services or other expenditures of $100,000 or more. In...day-to-day relationship with the firms. Coordinate the selection of financial or service advisory firm… more
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  • BlackRock, Inc. (New York, NY)
    …Overview: BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, ... investment vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base… more
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  • Cherry Bekaert (Cincinnati, OH)
    …and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory , assurance and tax services to our clients. At Cherry Bekaert ... is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative… more
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  • Wavestone (New York, NY)
    …Digital Identity, Audit & Incident Response, Product & Industrial Cybersecurity. Sourcing & Service Optimization - Global Services Strategy , IT & Business ... for each client, with a strong presence in key industries such as Financial Services , Energy, Life Sciences, Healthcare, Insurance, etc. In North America,… more
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  • GHJ (Huntington Beach, CA)
    …modeling Stay informed on market trends and regulatory developments to guide financial strategy Requirements And Qualifications: Bachelor's degree in Accounting, ... serves as the recruitment division of GHJ, a prominent national accounting and advisory firm. Our team provides qualified Accounting and Finance professionals on a… more
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  • Hantz Group (Canton, MI)
    …on what's most important for their families. Areas of Focus: Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow ... Financial Advisor Hantz Group is a Michigan-based ...and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a… more
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  • Deloitte (Boston, MA)
    …Business Tax Services practice! What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group, you will provide ... countries? Do phrases like "accounting for income taxes," "tax advisory ," and "tax controversy" pique your interest? Do you... services to clients in the banking and financial services industries. You will work directly… more
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  • Staffmark (Riverside, CA)
    …is an ideal match for a professional who is as dedicated to team leadership and strategy as they are to financial planning excellence. Hours & Pay Salary Range: ... PM Employment Type: Direct Hire What You'll Do Client Advisory & Retention (80%) Lead and manage a portfolio...portfolio of 100-120 client relationships with high attention to service and outcomes Design and implement strategic financial more
    Upward (07/04/25)
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