Wealth Business Advisor I Truist Financial CorporationWealth Business Advisor INew York, NY$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Business Advisor Support Intern (Mandarin Chinese Speaker) Asian Americans for EqualityBusiness Advisor Support Intern (Mandarin Chinese Speaker)Flushing, NYInternship Opportunity Position Summary Renaissance Economic Development Corporation (REDC), a nonprofit Community Development Financial Institution (CDFI), is seeking a motivated and detail-oriented Business Advisor Support Intern to assist our Business Advisor team in serving small businesses throughout NYC.This internship is an excellent opportunity for students or early-career professionals interested in small business development, community economic empowerment, and access-to-capital work. Who We Are: Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
Business Advisor Support Intern (Filipino, Thai, or Vietnamese) Asian Americans for EqualityBusiness Advisor Support Intern (Filipino, Thai, or Vietnamese)Flushing, NYInternship Opportunity Position Summary Renaissance Economic Development Corporation (REDC), a nonprofit Community Development Financial Institution (CDFI), is seeking a motivated and detail-oriented Business Advisor Support Intern to assist our Business Advisor team in serving small businesses throughout NYC.This internship is an excellent opportunity for students or early-career professionals interested in small business development, community economic empowerment, and access-to-capital work. Who We Are: Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
Business Advisor (Korean Speaker) Asian Americans for EqualityBusiness Advisor (Korean Speaker)New York, NYRemoteFull timeReporting to their Senior Business Advisor/Team Leader, the Business Advisor (Korean Speaker) is responsible for building relationships with small businesses and referral-base partnerships, generating a strong pipeline of loan applicants, pre-screening loan applications for eligibility, loan packaging for submission, providing one-on-one business coaching to small business, and monitoring the performance of their portfolio of small business loans after they close. Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
Sr. Merchant Business Advisor Keybank National AssociationSr. Merchant Business AdvisorTarrytown, NY$57,000–$87,000 / yearWith a focus on growing client relationships with payment and card processing needs, the Business Advisor assists as part of the Core Business Banking client's trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs. Acquires new merchant services relationships through prospecting external sources within the Core Business Banker's assigned territory, as well as through referrals from client focused teams including but not limited to Retail banking, Business Banking, Private Banking and Treasury.
Business Advisor (Mandarin Chinese Speaker) Asian Americans for EqualityBusiness Advisor (Mandarin Chinese Speaker)Flushing, NYFull timeRenaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services. Reporting to the Senior Business Advisor/Team Leader, you will build trusted relationships with small business clients, package loan applications, and provide hands-on business coaching.
Business Advisor (Spanish Speaker) Asian Americans for EqualityBusiness Advisor (Spanish Speaker)Jackson Heights, NY$55,000–$65,000 / yearWe are an affiliate to Asian Americans for Equality (AAFE).We are US Treasury certified Community Development Financial Institution (CDFI), Small Business Administration (SBA) Intermediary Microlender, and SBA Community Advantage (7a) lender. Who We Are: Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
VP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorNew York, New York$150,000–$200,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Wealth Advisor-New York RK PartnersWealth Advisor-New YorkWestchester, NY$115,000–$180,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Wealth Management Advisor MassMutual - NJ/NYCWealth Management AdvisorWarren, NJAbout Us: MassMutual NJ-NYC is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. The Opportunity: We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy.
Vp/Wealth Advisor AllianceBernstein Holding LPVp/Wealth AdvisorStamford, CT$175,000–$250,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Manager, Economic And Small Business Development Hub (79896) Iona CollegeManager, Economic And Small Business Development Hub (79896)New Rochelle, NYThe Economic Development Hub is a partnership between the Hynes Institute for Entrepreneurship & Innovation at Iona University and the City of New Rochelle to support local entrepreneurs and small business owners, with dedicated programs aimed to support Minority and Women Owned Business Enterprises (MWBEs) and retail-based businesses. The Hynes Institute for Entrepreneurship & Innovation at Iona University is seeking applications for a Hub Manager to operate the newly created New Rochelle Economic and Small Business Development Hub (Economic Development Hub).
Business Success Coach Asian Americans for EqualityBusiness Success CoachNew York, NYRemoteFull timeThis role supports clients throughout their business journey from startup and business planning to accessing capital and post-loan growth to helping them build sustainable, profitable businesses and strengthen their financial management skills. The Business Success Coach serves as a trusted advisor, guiding clients through business challenges, connecting them to resources, and providing ongoing support to improve business performance, increase revenue, and achieve long-term success.
Advisor Engagement & Enablement Manager ForaAdvisor Engagement & Enablement ManagerNew York City, New YorkWorking closely with the Director of Advisor Development & Trade Relations, this individual will help deliver advisor-facing programming, support critical moments throughout the advisor journey, and build meaningful relationships with advisors across the community. They will contribute to the development of best-in-class training content, facilitate virtual and in-person learning opportunities, and help expand Fora’s capacity to support advisors with increasingly specialized and nuanced business needs.
NewPrincipal People Business Partner, GTM FloQastPrincipal People Business Partner, GTMNew York City, NY$162,000–$218,000 / yearWhat You'll Do: Strategic Leadership & Partnership: Act as a primary advisor to GTM Executives, providing strategic guidance on organizational design, succession planning, performance management, executive coaching, and workforce planning to support rapid scaling. Alongside our employees, partners, and customers, we embody these values every day: Unwaveringly Authentic Ambitious with Integrity Empowered to Grow Committed to Collaboration Customer Obsessed in All Ways FloQast is regularly rated as a Best Place to Work!
Senior Manager - Tax Baker Tilly Advisory Group, LPSenior Manager - TaxUniondale, New YorkBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Tax Manager - C-Corp Baker Tilly Advisory Group, LPSenior Tax Manager - C-CorpUniondale, New YorkBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do: Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational.
Banking & Capital Markets Tax Senior Manager PwCBanking & Capital Markets Tax Senior ManagerStamford, CT$124,000–$335,000 / yearConsiderable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
VP, Executive Partner - Customer Experience Forrester Research, Inc.VP, Executive Partner - Customer ExperienceNew York, NY$180,000–$294,000 / yearForrester's VIP service tier meets the unique needs of clients that drive or influence customer experience, marketing and digital business, who are typically the most senior leaders focused on delivering exceptional customer experiences at $1B-plus organizations. About This Role: Forrester Research is seeking an Executive Partner to work with executives in customer experience and digital leadership roles who are responsible for driving strategies that put customers at the center of their organization's leadership, strategy, and operations to maximize growth.
Tax Manager - Real Estate Baker Tilly Advisory Group, LPTax Manager - Real EstateUniondale, New YorkBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.