- Northwell Health (New Hyde Park, NY)
- …internal stakeholders to recommend growth initiatives. + Serves as technical advisor to management as needed; Collaborates with internal stakeholders to organize ... and analyze information related to business models for new initiatives. + Provides technical guidance in terms of evaluating the likely financial impact of proposed… more
- H&R Block (Lindenhurst, NY)
- …and making everyone feel like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan ... **524505BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...** means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of… more
- M&T Bank (Hauppauge, NY)
- …on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary Responsibilities:** ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- TD Bank (Garden City, NY)
- …**Line of Business :** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors ... matter where they work, are customer facing. As we build our business and deliver on our strategy , we are innovating to enhance the customer experience and build… more
- Bank of America (Melville, NY)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement… more
- Deloitte (Jericho, NY)
- Deal Strategy , Contracting, and Risk Support Senior Manager, Government & Public Services (GPS) The Government & Public Services (GPS), State, Local, and Higher ... and Risk Management (QRM) team is seeking a Deal Strategy , Contracting, and Risk Senior Manager with extensive experience...legal, finance and delivery to act as a strategic advisor to help manage deal flow and to optimize… more
- Deloitte (Stamford, CT)
- …functions including sales, legal, finance and delivery to act as a strategic risk advisor to help ensure that risks to the firm are sufficiently addressed during the ... draft statements of work, engagement letters and change orders. Assist internal business stakeholders and legal in reviewing framework agreements such as MSAs, NDAs,… more
- Deloitte (Jericho, NY)
- …needs and cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, ... to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk… more
- Deloitte (Jericho, NY)
- …and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of ... these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice! What You'll Do...and help clients optimize their tax functions and take strategy to the next level. (1) Learn more about… more
- Deloitte (Jericho, NY)
- …and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of ... these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice! What You'll Do...and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte… more
- Deloitte (Stamford, CT)
- …proven framework and transformation methodology to guide our clients with confidence from business strategy through technical enablement: + Business ... with executive clients and sponsors and build a trusted advisor relationship. + Delivery: Manage and deliver components of...business strategy to drive flexible consumption-based business models for the organization + Business … more
- Foresters Financial Services (Westbury, NY)
- …This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the service experience ... products including ESAs and 529 plans + Asset allocation strategy + Time value of money + Prospecting and...and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,… more
- ADP (Melville, NY)
- …**Turn Prospects into Loyal Clients and Raving Fans.** You will implement a sales strategy targeted to decision-makers and business owners to build a network and ... company that offers autonomy to run a book of business , flexibility to make your own schedule, and gives...here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- ADP (Stamford, CT)
- …**Turn Prospects into Loyal Clients and Raving Fans.** You will implement a sales strategy targeted to decision-makers and business owners to build a network and ... company that offers autonomy to run a book of business , flexibility to make your own schedule, and gives...here. **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Deloitte (Stamford, CT)
- …larger more complex engagements, that identify, design, and implement creative business and technology solutions for large companies. Manager level responsibilities ... include: + Provide service excellence by identifying key client business issues + Determine client needs by supplementing the...Our Finance & Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… more
- Deloitte (Stamford, CT)
- …and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of ... these questions, you should consider a career in Deloitte's Business Tax Services practice! What You'll Do As a...and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte… more
- Deloitte (Stamford, CT)
- …and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of ... these questions, you should consider a career in Deloitte's Business Tax Services practice! What You'll Do As a...and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte… more
- Deloitte (Stamford, CT)
- …provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of ... these questions, you should consider a career in Deloitte's Business Tax Services Insurance practice. What you'll do As...and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte… more
- The Hartford (Melville, NY)
- …theirs, too. Join our team as we help shape the future. We're in the business of helping people achieve amazing things by protecting the things that matter most. And ... whatever direction you choose. Responsibilities: + Underwrite and actively pursue new business pricing, servicing the needs of our brokerage partners on an account… more
- Deloitte (Stamford, CT)
- …can address the un-met need of agile field force. Key Responsibilities: + Product Strategy and Roadmap: + Develop and maintain a comprehensive solution strategy ... solutions. + Collaborate with internal and external stakeholders to understand business needs, market trends, competitive landscape, and advancements in field force… more