- Citizens (Bloomfield, NJ)
- …strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment ... of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within... is to grow client assets, retain and acquire new clients through being the single point of contact… more
- The Cigna Group (Franklin Lakes, NJ)
- …whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see ... our efforts and **iterate** from there. **Responsibilities** As a Senior Advisor , Customer Marketing and Engagement, you will spearhead cross-functional initiatives… more
- Zoom (New York, NY)
- …a talented sales person who specializes in SaaS telephony sales. Our UCaaS Advisor team focuses on working with strategic accounts in a defined geographic territory. ... with clients worldwide. Responsibilities + Working with existing and new customers to sell UCaaS services that meet their...in this and other locations. Ways of WorkingOur structured hybrid approach is centered around our offices and remote… more
- Capco, a Wipro Company (New York, NY)
- …official Capco communication will be conducted via a Capco recruiter. \#LI-AS \#LI- HYBRID New York Pay Range $151,000-$195,000 USD Individuals seeking employment ... is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex… more
- World Wide Technology (New York, NY)
- …skills. + Bachelor's degree or equivalent industry experience preferred **Location: NYC, New Jersey or PA or surrounding areas** The well-being of WWT employees ... Care, Onsite Health Centers, Employee Assistance Program, Wellness program + Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching,… more
- Broadridge Financial Solutions (New York, NY)
- …while helping others along the way, come join the Broadridge team. Broadridge Advisor Solutions (BAS) is seeking a strategic and resourceful Senior Product Leader to ... innovation and growth for our market-leading digital marketing and financial literacy platform. Reporting to the VP of Product,...learn and collaborate as needed. This role is considered hybrid , which means youll be assigned to a Broadridge… more
- Broadridge Financial Solutions (New York, NY)
- …direction of our North American operations, growing the business while achieving financial targets, driving sales and marketing and building our roadmap. You will ... You will nurture talent, develop/deliver our product roadmap, develop new products/ services, encourage staff mobility and champion the growth… more
- TD Bank (New York, NY)
- **Work Location:** New York, New York, United States of America **Hours:** 40 **Pay Details:** $110,760 - $178,880 USD TD is committed to providing fair and ... 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
- Charles Schwab (New York, NY)
- …us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as ... a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client… more
- KeyBank (New Rochelle, NY)
- **Location:** 28 Lecount Place - New Rochelle, New York 10801 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting… more
- CUNY (New York, NY)
- …and off- campus events - Performs related duties as assigned. Job Title Name: Financial Aid Advisor - Senior **CUNY TITLE** Higher Education Assistant **FLSA** ... Financial Aid Counselor **POSITION DETAILS** The Graduate Center...advanced teaching and research at the City University of New York (CUNY), the nation's largest urban public university.… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …you! Posting Number2024-14228 Posted Date3 months ago(12/11/2024 3:00 PM) Location : LocationUS-NY- New York Hybrid Remote Work ClassificationHybrid: 60% to 80% ... the Vice President (VP) will lead budget and long-range financial planning and analysis university-wide and support the university's...officers. The VP will also serve as a key advisor to the university's senior leadership team, the EVP,… more
- MongoDB (New York, NY)
- …challenging environment. We are looking to speak to candidates who are based in New York City for our hybrid working model. **Responsibilities:** + Business ... anywhere-on premises, or across cloud providers. With offices worldwide and over 175,000 new developers signing up to use MongoDB every month, it's no wonder that… more
- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the...with tax subject matter specialists to envision and design new features and products, + Collaborate with software developers… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...information. They also train, mentor and supervise seniors and new and experienced-level staff as well attend required national… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...to gather information. They also train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...clients combine tax data, processes, technology, and people in new ways to uncover valuable business insights and arrive… more
- Guardian Life (New York, NY)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... culture of accountability and ethical leadership throughout the organization. As a Financial Compliance Analyst, you will support the compliance program to ensure… more
- AON (New York, NY)
- …insurance industry and with a particular focus on Private Equity and other financial sponsors in the insurance vertical. This unique opportunity is a crucial part ... scaling a leading, differentiated consulting business. This is a hybrid role with flexibility to work virtually and from...role with flexibility to work virtually and from our New York City Offices Aon is in the business… more