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We help client with transactions life cycle (IPO SPAC merger divesture) implement new accounting (US GAAP or IFRS) or regulatory rules implement or remediate internal controls and transform digitize their finance functions as well as implement ESG etc Sounds interesting? If this ...
New York City Metropolitan Area1 month ago
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We are looking for a high performing individual with significant experience in public accounting (audit) to join our advisory practice. Your primary responsibility will include completing client projects and related deliverables for our advisory practice. Responsibilities will co ...
New York $125,000 - $150,000 (USD)2 days ago
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We are looking for a high performing individual with significant experience in public accounting (audit) to join our advisory practice. Your primary responsibility will include completing client projects and related deliverables for our advisory practice. Responsibilities will co ...
New York City Metropolitan Area2 days ago
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Baker Tilly is a leading advisory tax and assurance firm providing clients with a genuine coast-to-coast advantage. · Actively participate in projects focused on US GAAP Advisory Business Analytics and Decision Support Financial Accounting Advisory Services Transaction Support Fi ...
New York, NY1 month ago
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+This job description represents a Transaction Advisory Manager position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with senior transaction advisory roles. ...
New York, NY1 month ago
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Summary: · The CFO Advisory group is a high growth area within Wiss that will provide a unique opportunity across diverse client industries. The Manager, CFO Advisory will have an opportunity to make a significant impact at Wiss and with Wiss clients in the Greater NYC area. If y ...
New York1 week ago
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We deliver unparalleled opportunities for growth and career advancement. Our dynamic culture supports your journey every step of the way. · Support fast growing companies on IPO preparation, transaction support, carve-outs and/or spin-offs. · Engage with clients on technical acc ...
New York $107,999 - $162,049 (USD)3 weeks ago
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We are changing the wealth management industry with a digital-first solution that modernizes human financial advice. Join us as Advisory Operations Manager and help shape the operational backbone of our tech-enabled wealth management business. · Billing: Manage daily new account ...
New York1 month ago
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Wealth management is a $545 billion industry in the US yet remains archaic and inefficient with low technology penetration,Billing: Manage daily new account billing setup and partner with team lead to manage the monthly billing process ensuring accuracy and timeliness. · Ensure d ...
New York $120,000 - $135,000 (USD)1 month ago
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Job summaryThis job description represents a sample Transaction Advisory Manager position commonly found through the Career Launch AI Talent Network. · ResponsibilitiesLead buy-side and sell-side financial due diligence engagements for M&A and strategic transactionsAnalyze histor ...
New York, NY1 month ago
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Wealth management is a $545 billion industry in the US yet remains archaic and inefficient with low technology penetration. · Savvy Wealth aims to change that by building an advisor-centric platform that modernizes human financial advice through AI-powered software seamless back ...
New York Full time1 month ago
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A top global law firm's NY office is seeking a Talent Advisory Manager to join their HR team. The job requires 7+ years of progressive HR/Talent experience in ER, performance management, and compliance. · ...
New York City Metropolitan Area1 month ago
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The Manager position has the primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. As a leader of the firm, the Manager will demonstrate excellent project management skills, client service, and positive coaching to the te ...
New York, New York, United States2 weeks ago
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About Savvy Wealth: · Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don't offer digital communication beyond email, and 62% still build financial plans manually in Excel. This ...
NYC1 week ago
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The Advisory Operations Manager will play a foundational role in shaping the operational backbone of Savvy's tech-enabled wealth management business. Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. · ...
New York, NY1 month ago
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Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, ...
New York6 days ago
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Location · NYC Office · Employment Type · Full time · Location Type · Hybrid · Department · Advisor Services · Compensation · $120K – $135K · About Savvy Wealth: · Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology pene ...
New York, NY3 days ago
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We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. · Leading multiple engagements · ...
New York $121,000 - $193,200 (USD)1 month ago
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About Savvy Wealth: · Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don't offer digital communication beyond email, and 62% still build financial plans manually in Excel. This ...
NYC7 hours ago
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Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. · ...
New York Full time2 weeks ago
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The Top global law firm's NY office is seeking a Talent Advisory Manager to join their HR team. · Employee Relations: Advise managers on employee relations (ER) matters for attorneys and Business Services Professionals (BSPs); provide practical, risk-aware guidance aligned with f ...
New York1 month ago
Senior Business Manager, Advisory - New York - CI Financial Careers
Description
Senior Business Manager, AdvisoryAt Corient we help high- and ultra-high-net-worth individuals and families to enjoy a full life while enabling them to preserve their wealth for future generations. We focus on exceeding expectations simplifying lives and establishing legacies that last.
This position will report to the Director of Strategy US Wealth Advisory. The role will be responsible for building executive-ready presentations managing project trackers conducting analysis maintaining infrastructure process artifacts dashboards playbooks RACIs keeping initiatives moving from plan to delivery.
The ideal candidate will have 5-6 years in strategy consulting PMO or business operations with experience in wealth financial services preferred internships count. They should have advanced PowerPoint skills strong Excel familiarity with BI/analytics tools is a plus detail-oriented organized proactive excellent written communication ability manage multiple tasks shifting priorities fast-paced environment.
Key responsibilities include:
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Manager, Advisory
Only for registered members New York City Metropolitan Area
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Manager, Advisory
Only for registered members New York
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Manager, Advisory
Only for registered members New York City Metropolitan Area
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Manager, Advisory
Only for registered members New York, NY
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Transaction Advisory Manager
Only for registered members New York, NY
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Manager, CFO Advisory
Only for registered members New York
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Manager, Accounting Advisory
Only for registered members New York
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Advisory Operations Manager
Only for registered members New York
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Advisory Operations Manager
Only for registered members New York
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Transaction Advisory Manager
Only for registered members New York, NY
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Advisory Operations Manager
Full time Only for registered members New York
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Talent Advisory Manager
Only for registered members New York City Metropolitan Area
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Manager- Accounting Advisory
Only for registered members New York, New York, United States
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Advisory Operations Manager
Only for registered members NYC
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Advisory Operations Manager
Only for registered members New York, NY
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Manager- Accounting Advisory
Only for registered members New York
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Advisory Operations Manager
Only for registered members New York, NY
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Accounting Advisory Manager
Only for registered members New York
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Advisory Operations Manager
Only for registered members NYC
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Manager- Accounting Advisory
Full time Only for registered members New York
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Talent Advisory Manager
Only for registered members New York
