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The Ideal CandidateMUST have relevant luxury retail sales experience and possess exceptional customer service skillsCaring, authentic trusted client advisor: an intuitive sales associate with a passion for style.
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The role of Investment Advisor/Wealth Manager is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy.
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Alternative Investments, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Data-Based Decision Making, Nuveen Products/Services Acumen, Practice Management Strategy, Sales Process Management.
$265,000 a yearFull-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Financial Representative | Financial Advisor | Wealth Management Advisor. We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
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Responsible for project management execution; presenting analyses and conclusions; acting as a professional on engagements; work on client deliverables; participating in diligence meetings; negotiating engagement documents; participate in business and financial due diligence sessions; participate in the valuation review process; preparing fee proposals to clients, building relationships and maintaining direct contact with current and prospective clients.
$180,000 a yearFull-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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By definition the role brings together an in-depth technical knowledge of both GPU architecture and FSI algorithms, which then acts in concert across AMD functions such as sales, marketing, product management, AI software optimization, silicon architects and other functions as required to successfully increase Instinct market share in the industry.
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Deep understanding of martech and analytics tools including Salesforce Marketing Cloud, sales enablement tools, Google Analytics, PowerBI. Direct experience marketing for a financial services or insurtech company.
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Oversee all aspects of accounting operations, including accounts payable, accounts receivable, and payroll to ensure accurate and timely financial management. Hold a senior role in conducting internal audits to ensure the integrity of financial reporting and operational efficiency.
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The International Student Advisor will serve as the main point of contact for admitted international students, handle pre-arrival inquiries, provide guidance on immigration regulations, and assist in the delivery of orientation.
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The ideal candidate will leverage expertise in high-level complex SaaS sales in supply chain risk, vendor risk management, and/or third-party risk management. Exiger's mission to make the world a safer place to do business drives its award-winning AI technology platform, DDIQ, built to anticipate the market's most pressing needs related to evolving ESG, cyber, financial crime, third-party and supply chain risk.
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The Associate Director will be in constant contact with the PDX CFO, the Publicis US FP&A team and Finance Directors within the agencies of the PDX.The Associate Director will report to the Regional Director of FP&A.Budget/Forecast:Developing P&L statements tailored to each agency structural needsCollaborating with other financial teams to analyze, consolidate, and communicate costsEnsure forecast and budget inputs into all financial tools (HFM, Anaplan, etc.
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The Communications Advisor will report directly to the office of the Chief Medical Officer/Executive Deputy Commissioner (CMO) and will work closely with the Office of External Affairs to promote the priorities of the CMO and Chief Equity Officer, including CHECW’s health equity agenda.
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This position will be responsible for the model validation and documentation of the bank's financial crimes business unit. Certified Financial Crimes Investigator (CFCI) - preferred. JCW Group is working on behalf of an established Florida-based bank to hire a Financial Crimes Model Analyst.
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New York City (Hybrid On-Site): $202,400 - $231,000 for Director, Financial Management. Director, Financial Management: Enterprise Product & Experience Finance. Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license.
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The OpportunityCovenant House New York (CHNY)’s next Chief Financial & Administrative Officer (CFAO) will serve as the organization’s senior financial leader, providing management and oversight in operational matters pertaining to financial sustainability.
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financial sales advisor jobs Title: wealth management in New York
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