- TD Bank (Lawrence, NY)
- …continued success, apply today, and explore the opportunity to join us as a licensed, Financial Advisor II . Candidates that hold a current Series 7/66 will ... be considered. The Financial Advisor II (FA) role requires previous experience selling investments and providing financial planning & will need to… more
- Bank of America (Farmingdale, NY)
- … Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II , where you will continue to practice the ... and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II , you will have the opportunity to advance… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 12 **Director, Global Sanctions & Financial Crimes Compliance Program Advisor ** **About the Role:** **Responsibilities ... and Impact:** **The Impact:** + The Director, Global Sanctions & Financial Crimes Compliance Program Advisor will report to and work directly with the Head of… more
- City of New York (New York, NY)
- …of Child Support Services (OCSS) is recruiting one (1) Administrative Staff Analyst NM- II to function as the Advisor for Strategic Initiatives within Office ... latitude for independent initiative, judgment and decision-making, the Strategic Advisor is responsible for researching, developing and evaluating targeted… more
- TD Bank (New York, NY)
- …with the business while conducting audits + Consult assigned lines of business (trusted advisor ) for audit + Deliver CSI and follow up as appropriate + Strong ... successful onboarding and orientation to new hires Preferred Experience: Financial Crimes or AML audit experience. CAMS, CFE or...Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in… more
- Truist (New York, NY)
- …in office location, 50 Hudson Yards, four days per week.* Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group ... advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client, and will serve as the… more
- TIAA (New York, NY)
- …Qualifications** : + Bachelor's Degree + 5+ years of experience in financial services + Prior advisor /consultant experience + Knowledge of institutional ... of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards… more
- HNTB (New York, NY)
- …cash flow, and contract compliance. The Project Analyst acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such ... our team of employee-owners. This opportunity entails being responsible for providing financial guidance to project teams, with a focus on budgets, profitability,… more
- CIBC (New York, NY)
- …capital efficiency and maximizing loan portfolio profitability. Analysis of the financial markets generally and loan markets specifically, financing trends, deal ... to the loan market, providing (i) **market information** , ( ii ) **investor coverage** and (iii) **arranging, underwriting and distribution...CIBC's leading position in the loan markets as an advisor and debt arranger for core clients, both for… more
- Justworks (New York, NY)
- …technical guidance for compliance with Sarbanes-Oxley (SOX) regulations. + Lead the operational/ financial audit team as the management advisor and independent ... role presents a significant opportunity to (i) execute major integrated, operational and financial audits, SOC and SOX reviews, and special projects; ( ii ) offer… more
- S&P Global (New York, NY)
- …independent perspective of the health of critical projects while serving as a trusted advisor to the Project Sponsor and team. This role is essential to providing ... Assurance engagement accomplishments, risks, and key observations. Become a "trusted" advisor to the project team and build relationships with key stakeholders… more
- TD Bank (Stamford, CT)
- …requirements for CCUL's merchant partner relationships. You will be a trusted advisor to product owners and risk stakeholders. The Senior Counsel provides oversight, ... of at least one area of law relating to banking/ financial services operations and issues + Integrity and high...learn and apply new technologies in work environment and ii ) capacity to understand current and emerging technologies in… more
- International Rescue Committee (New York, NY)
- …including at minimum (i) desk review of existing project materials and resources ( ii ) key informant interviews and/or focus groups with key IRC stakeholders and ... Consultant will report to the IRC WPE Senior Technical Advisor (STA) and MEAL focal point. The Consultant will...Consultant will make available to execute the task. + Financial proposal showing the evaluation costs. Applications that fail… more
- International Rescue Committee (New York, NY)
- …at minimum (i) desk review of existing project materials and resources ( ii ) key informant interviews with key project stakeholders and/or clients, and (iii) ... Committee, comprised of the Response Information Specialist and Senior Technical Advisor and the Client Responsiveness Project Manager and Specialist. The Consultant… more