- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be providing ...analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and… more
- TD Bank (Ridgewood, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be providing ...analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- S&P Global (New York, NY)
- …Level (for internal use):** 11 **The Role:** Sustainability Sales Specialist, Financial Institutions **The Team:** The Sustainability Sales Specialist in New York ... **The Impact:** Reporting to the Regional Sales Head for Financial Institutions, Americas, in this role, you will have...you to be a team player, self-starter, and trusted advisor to deeply understand unique company challenges and the… more
- Amazon (New York, NY)
- …concentrating in social commerce. This is a unique opportunity to join a centralized team that leads strategic partnerships across Amazon businesses. As a CorpBD ... deals and projects which are unique and need a centralized advocate, and have broader implications to Amazon. This...to develop conviction independently. - Act as a trusted advisor to internal executives at Amazon. Basic Qualifications -… more
- Amazon (New York, NY)
- …Amazon digital services, etc.). This is a unique opportunity to join a centralized team that leads strategic partnerships across Amazon businesses. As a CorpBD ... and projects which are unconventional in nature, need a centralized advocate, and have broader implications to Amazon. You...to develop conviction independently. - Act as a trusted advisor to internal executives at Amazon. Basic Qualifications -… more
- MongoDB (New York, NY)
- …and deliver business results at MongoDB. You have a deep knowledge of financial operations processes as well as finance technology and architecture. You will lead ... member of the Finance Leadership Team and act as the trusted technology advisor ; Facilitate discussions with key stakeholders across functions and levels, advise on… more
- Amazon (New York, NY)
- …to: * Build relationships with your Lab/Med Selling Partners; be a trusted advisor and thought leader in defining success criteria and understand business needs of ... skills and the ability to work independently while using centralized resources, policies and procedures. * Develop a thorough...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Deloitte (New York, NY)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred + Advanced degree such as Masters of ... the best outcomes for your clients? Are you curious about the IRS's new centralized partnership audit regime and how it might apply to passthrough taxpayers? If you… more