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Financial Services Consultant jobs in New York

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VP, FINANCIAL CONSULTANT- NEW YORK, NY (FLATIRON)

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

CompanyCharles Schwab
AddressNew York, NY
CategoryAccounting/Finance
Job typePermanent
Date Posted a month ago See detail

VP, Financial Consultant- New York, NY (Flatiron)

Charles Schwab

New York, NY

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

a month ago seen See more...

US Seasonal Tax-Financial Services Organization-Private Client Services- Manager

Ernst & Young Llp

New York, NY

Competitive

A strategic eye toward prioritizing when working on multiple complex projects. Experience performing high quality review of complex tax returns. Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns 104...

a month ago seen See more...

Financial Consultant

Community Bank System Inc

Lake Placid, NY

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-sp...

2 months ago seen See more...

Senior Advisory Services Consultant - HCM Reporting - Workday Success Plans

Workday

New York, NY

Optimization Packages (Advisory consulting services). Ask-an-Expert Requests (Micro consulting engagements). Webinars (Present on key features and configurations). Collaboration Crews (Facilitate group customer sharing discussions...

2 months ago seen See more...

Financial Services Investment Funds - Mid-Level...

An International Law Firm

New York, NY

Description: The Public M&A team in An International Law Firm's Global M&A Group is seeking a candidate with 3 6 years of experience to join the team. An International Law Firm's Global M&A Group continues to be industry-leading...

2 months ago seen See more...

Financial Services Representative I

Hudson Valley Credit Union

Lagrangeville, NY

Open new memberships, new accounts, and new loans and process loan and account transactions for retail and business members. Use needs based sales approach, ask questions to uncover ways to meet members financial needs with addit...

2 months ago seen See more...

Principal Extend Services Consultant

Workday

New York, NY

7+ years of experience with Workday HCM, Financials or Student domain experience is a MUST. 7+ years of experience with data migration, integration development, report building, or software development. 7+ years of experience with...

2 months ago seen See more...

Financial Services - Now Hiring

Morgan Stanley Bank N.a.

New York, NY

hiring for following roles thruout facilities in NY, NY: Associate to eval leveraged lending requests, incl lrg-scale leveraged buyouts, across sectors (e.g., Technology, Media & Telecom & Early-Stage High-Growth) from Morgan Stan...

2 months ago seen See more...

Senior Director, Lead AML Advisor - Retail Bank & Financial Services

Capital One

New York, NY

Provide risk management consultation to Retail Bank and Financial Services and its Executives on conducting risk assessments, identifying and mitigating risk, developing mitigation plans, business initiatives, and other risk manag...

2 months ago seen See more...

Senior Business Development Executive - Banking and Financial Services

Iron Mountain

New York, NY

Medical, Dental, Vision Insurance on Day One. Guaranteed Base Salary Pay. Uncapped commission. Bonus Structure after exceeding annual quota. Paid Time Off: 15 vacation days plus sick days + 3 floating holidays. Paid Volunteer Days...

2 months ago seen See more...

VP, Financial Consultant - New York, NY (Grand Central)

Pix11

New York, NY

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

2 months ago seen See more...

VP, Financial Consultant - New York, NY (Grand Central)

Pix11

New York, NY

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

2 months ago seen See more...

Industry Leader, Financial Services

Pix11

New York, NY

Here at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completi...

2 months ago seen See more...

Tax Associate - Financial Services- Summer 2024 (NYC)

Bdo Usa, Pc

New York, NY

Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards...

2 months ago seen See more...

Banking/Financial Services Client Executive - New York Tri-State Area

Ntt Data, Inc.

New York, NY

Responsible for revenue and profit goals and effectively manages P&L across multiple deal structures within Banking & Financial Services domains.. Requires strategic ability to interface and successfully influence multiple C-level...

2 months ago seen See more...

Senior Advisory Services Consultant

Similarweb

New York, NY

Partnering with GTM and your team manager to plan custom advisory projects from end to end, from scoping and pricing through client delivery. Supporting the client's transition from pre-sales to post sales by providing continuous...

2 months ago seen See more...

Tax Senior Associate - Personal Financial Services - Now Hiring

Pwc

New York, NY

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

2 months ago seen See more...

Financial Services

Morgan Stanley & Co. Llc

New York, NY

Fin'l Srvcs: Morgan Stanley & Co. LLC hiring for following roles thruout facilities in NY, NY: Vice President to create & maintain data driven analytics & fin'l models used to advise clients in achieving fin'cg needs (3246667, sal...

2 months ago seen See more...

Financial Services, Non-Financial Risk, Enterprise Risk Transformation - Senior

York State Department Of Labor

New York, NY

A bachelors degree in Finance, Accounting, Business, Economics or a related field and 1 years of progressive, post-bachelors work experience in financial risk management. Alternatively, must have a masters degree in Finance, Acc...

2 months ago seen See more...

FY23 Financial Services Audit-WAM-Senior Manager-Central - Northeast 1

York State Department Of Labor

New York, NY

Performing complex and specific audit procedures, while developing effective, client-focused audit strategies. Coaching and managing a driven team of audit professional, facilitating them to have the information, tools and opportu...

2 months ago seen See more...

Financial Services, Non-Financial Risk, Enterprise Risk Transformation - Senior

Ernst & Young Llp

New York, NY

Competitive

A bachelors degree in Finance, Accounting, Business, Economics or a related field and 1 years of progressive, post-bachelors work experience in financial risk management. Alternatively, must have a masters degree in Finance, Ac...

2 months ago seen See more...

FY23 Financial Services Audit-WAM-Senior Manager-Central - Northeast 1

Ernst & Young Llp

New York, NY

Competitive

Performing complex and specific audit procedures, while developing effective, client-focused audit strategies. Coaching and managing a driven team of audit professional, facilitating them to have the information, tools and opportu...

2 months ago seen See more...

Tax Senior Manager - Personal Financial Services - Now Hiring

Pwc

New York, NY

Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at al...

2 months ago seen See more...

Tax Senior Associate - Personal Financial Services

Pix11

New York, NY

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

2 months ago seen See more...

Tax Manager - Personal Financial Services

Pix11

New York, NY

Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse com...

2 months ago seen See more...

Tax Senior Manager - Personal Financial Services

Pix11

New York, NY

Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at al...

2 months ago seen See more...

Tax Director - Personal Financial Services

Pix11

New York, NY

Support team to disrupt, improve and evolve ways of working when necessary. Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations. Identify gaps...

2 months ago seen See more...

State & Local Tax Financial Services Director

Pix11

New York, NY

Support team to disrupt, improve and evolve ways of working when necessary. Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations. Identify gaps...

2 months ago seen See more...

State and Local Tax Financial Services - Manager

Pix11

New York, NY

Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse com...

2 months ago seen See more...

VP, Financial Consultant- New York, NY (Flatiron)

Charles Schwab

New York, NY

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.. Ability to build strong relationship...

2 months ago seen See more...

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