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Financial Consultant Salary in New York, NY

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Business Consultant, Financial Advisory
Kroll, LLC, New York
We are looking for a Business Consultant to join our Management Team to support the variety of organization, analytical, and managerial needs to manage a large business with thousands of employees and $1.8b of combined Revenue. As a Business Consultant you will work alongside the executive leaders of the Financial Advisory Business Unit to manage Special Projects, Key Initiatives, and evolving priorities of Kroll's leadership team. Day to Day Responsibilities: Business Analytics and Finance Review, audit, support business segment financial performance, service line budgets, forecasts, etc. Bespoke analytics and financial analysis to pressure test investment opportunities and develop projections on material initiatives Ability to operate in highly confidential and critical business demands (e.g. compensation strategy and acquisitions) Sales, Marketing, and Business Development Help drive connectivity of overall BU Strategy to Marketing strategy Communications, Project Management Office, and BU Operations Support monthly and quarterly business reviews as well as Board Meetings to ensure preparation, clarity of message, and alignment across leadership Support operating meeting cadence of BU Presidents to help prioritize key meetings, needs, and initiatives each week Support data analysis on staffing, hiring, utilization, and more Human Capital and Recruiting Develop reasonable and transparent KPIs like revenue per MD, revenue per CSP and goals for improvement Work alongside Workforce Shaping team to support long-term team planning and hiring needs Bespoke recruiting support, specifically for MD candidates where BU Presidents are involved Strategy and Growth Maintain and update broader strategy documentation Assist in review and maintenance of compensation frameworks and updates to drive growth and profitability Work with Corporate Development team when acquisition opportunities arise Essential Traits: You have a demonstrated track record of superior academic and work performance; demonstrated commitment to outstanding results You have a minimum of 3 years work experience in management consulting, corporate strategy, investment banking, or related industries. Understanding of the pace, expectations, working environment, and cadence of a large professional services organization You have a bachelor's degree in Finance, Accounting, Management (with a concentration in Finance) or Economics from an Accredited University or College or a minimum of 1 year of financially focused work experience (investment banking experience preferred) You demonstrate an understanding of financial statement analysis, the merger & acquisition process, and company valuation techniques (discounted cash flow analysis, public company multiples, transaction multiples) You have excellent written and verbal communication skills to develop and deliver board level documentation on business updates, initiatives, and more You have experience working with diverse teams You have the ability to master new tasks quickly, prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment You have demonstrated leadership experience and strong personal integrity You are proficiency in Microsoft Office, with focus on Word, PowerPoint, and Excel You have strong analytical, critical thinking and problem-solving skills You have flexibility to travel, as needed About Kroll Join the global leader in risk and financial advisory solutions-Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore, and maximize our clients' value? Your journey begins with Kroll. In order to be considered for a position, you must formally apply via careers.kroll.com. Kroll is committed to creating an inclusive work environment. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability. The current New York salary range for this position is $70,000 - $150,000.In order to be considered for a position, you must formally apply via careers.kroll.com.#LI-SS
Risk Consultant
Michael Page, New York
Offer continuous assistance and direction to the settlement operations team regarding risk management practices.Collaborate efficiently with internal stakeholders across various departments, including Compliance.Prepare concise and clear reports on risk assessments, findings, and recommendations.MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. A Bachelor's degree is a prerequisite.Possess at least 3 years of relevant experience in risk management, preferably within the financial services sector.Familiarity with pertinent financial instruments and settlement processes is essential.Proficiency in the Microsoft Office Suite, including Word, Excel, and PowerPoint, is required.Fluency in Mandarin Chinese.
Tax Consultant
Baker Tilly, New York
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesFederal and multistate income tax compliance in high-volume and within tight time deadlinesONESOURCE implementation, consulting, and quarterly supportTax provision assistance - audit readiness and year-end supportSales and use tax compliance, consulting, and audit defenseFIN 48 and UTP supportInternational compliance and consultingPayroll tax system conversions and consultingTax depreciation and accounting method changesAudit defense and tax controversy supportDirect hire services for senior-level tax executivesResearch, planning, and special projectsQualificationsBachelor's or master's degree in accounting, tax, or other closely related fieldCPA, EA, or JD licensure10+ years of tax experience in public accounting/client service firmAdditional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $14.75 to $27.75 hourly. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-Remote
Consultant III
The Vertex Companies LLC, New York
Company DescriptionThe Vertex Companies, LLC (VERTEX) is a leading multidisciplinary engineering and consulting firm that provides forensic consulting, engineering design, construction management, claims & dispute resolution, and environmental solutions to insurance carriers, sureties, law firms, real estate owners, property managers, public agencies, and commercial clients.Job DescriptionAt Vertex, our Consultants are critical to our growth strategy and embrace our core values of caring, adding value, and embracing a lifetime of learning. The Consultant-III is a consultant with prior education, training, or experience in a related industry, such as engineering, architecture, or construction management, along with experience in the capacity of a consultant. A Consultant-III monitors and investigates construction activities, reviews data, performs analyses, prepares technical deliverables and other work product, and may actively work on construction projects, working relatively independently with minimal oversight.OVERVIEW OF CONSULTANT-III RESPONSIBILITIESTechnical / Surety Consulting Effective management of assignments, meeting budget and delivery timeframes.Ensuring that assignments are executed with technical proficiency, accuracy, and professionalism.Ability to work with minimal oversight but take direction effectively from managers.Ability to work in both a consultant and a construction role.On-site management of construction projects.Monitoring of construction projects.Review and interpretation of construction drawings, specifications, and contract documents.Assessment of construction performance and recording construction activities to ensure compliance with construction documents.Analyze the overall health of a given construction project to determine risks associated with schedule, cost, quality, and safety.Technical evaluation of construction deficiencies.Investigation of performance and payment bond claims.Preparation of detailed reports auditing construction projects.Project schedule analysis.Audit of construction project finances.Review and preparation of construction contract claims.Development of specialized technical skill set.Other project duties as assigned by managers.ManagementMay provide supervision of 1-2 entry level consultants within a location.May manage staffing assignments for each project within a location.Oversee training and development of direct reports.Conduct annual performance reviews & quarterly check-ins for direct reports.Comply with company policies, practices, and procedures required of all managers.FinancialPrepare consulting budget for execution of projects.Review Project Detail Reports regularly to monitor and manage project budgets and make necessary adjustments to meet client expectations and improve profitability.Be personally billable, based on targeted billability as set forth by senior leadership.Business Development & MarketingParticipate in the Account Management Program.Monitor and utilize the CRM in enhancing the Business Development efforts.Periodically prepare and participate in technical presentations and webinars.Periodically prepare technical marketing material (blogs, vlogs, project profiles, etc.).OperationsExhibit Vertex core values: (1) We care; (2) We add value; (3) We embrace a lifetime of learning.Constantly operation with the intent of achieving Vertex objectives: (1) Consistent Growth; (2) Enhance the Client Experience; and (3) Enhance the Employee-Owner Experience.Make employee safety a priority both in-house and on-site, in accordance with corporate policy.Travel as required to fulfill position and project requirements.Timely submission of time sheets and expenses on a weekly basis.QualificationsEducationBachelor's degree in a technical, management, or engineering field (i.e.: Engineering, Architecture, Construction Management, etc.)Advanced degree or special training preferredAlternate: Related experience considered in lieu of formal technical education on a case-by-case basisExperienceMinimum of six (6) years of related construction industry experienceAdditional experience in field directly related to Service Area is preferredKnowledge & SkillsTechnical knowledge and skills necessary to perform responsibilities of roleFamiliarity with common practices of construction contract administration, including RFIs, QA/QC requirements, submittals, and applicable regulationsStrong communication and interpersonal skillsExcellent writing skillsExcellent organizational skillsMust be able to perform complex tasks and handle multiple priorities, and have the ability to perform exceptionally under high stress conditionsKnowledge of computer operations and standard software packages required (spreadsheets, word processing, publishing, collaboration, video conferencing, etc.)SpecialLicensed Engineer or Architect not required, but will receive special considerationCDT or CCCA certification will receive special considerationCCM certification will receive special considerationProficiency or working knowledge of Primavera P6 will receive special considerationOSHA-30 certification preferredAdditional InformationThe annualized salary range for this role is $100,000 to $125,000 per year. All your information will be kept confidential according to EEO guidelines.VERTEX offers a solid total compensation package including base salary and discretionary bonus plan. We also offer a robust benefits package including, healthcare (with multiple plan options) and dental; Company-paid Life Insurance, Short Term Disability, and Long-Term Disability. We offer a 401k plan with immediate match and vesting, Flex Spending Account, Employee Assistance Program, and other perks. We provide a generous paid time off plan for eligible employees including 15 days of vacation, 64 hours of sick time, and 9.5 paid holidays (prorated for eligible part-time employees). Our "Lifetime of Learning" program also offers tuition reimbursement and additional support for pursuing advanced education, to help employees grow their skills and careers.VERTEX is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.If you require assistance to complete any part of the application process, please contact our Recruiting team at .NOTICE TO THIRD PARTY AGENCIES:Please note that VERTEX does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, VERTEX will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, VERTEX explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of VERTEX.
Store Consultant
FedEx, New York
POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store's business, including print, signs & graphics, and shipping. They will be responsible for taking orders, coordinating activities in the Store, providing pricing and product information, and recommending appropriate FedEx Office products and services. The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority.GENERAL DUTIES AND RESPONSIBILITIES:(This is a representative list of the general duties the position may be asked to perform, and is not intended to be all-inclusive)PeopleFollows instructions of supervisors and assists other team members in performing store functionsAssists in the training of store team membersServiceDemonstrates consultative behaviors in a retail environment to understand each customer's individualized needProvides customer expertise in printing, signs and graphics and shipping product lines and can recommend appropriate FedEx Office products and servicesProvides an outstanding customer service experience by using consultative skills to anticipate customer needs, suggest alternatives, and find solutions to meet customer needsEnsures all customer problems are resolved quickly and to the satisfaction of the customerTakes complex customer orders using order systems and provides accurate pricing informationAssembles parcels and prepares goods for shipping by wrapping items in insulation, inserting items into shipping containers, weighing packages, and affixing labels to parcelsSets up and operates printing, binding, and other related equipment using customer supplied original media and documentsMaintains a safe, clean and orderly retail StoreProfitEnsures confidentiality of customer data and careful handling of documents, media, and packagesProcesses financial transactions using a Point of Sale terminal (POS),including handling cash and making changeCleans, repairs, and stocks all retail store printing and shipping equipment and supplies to provide optimal performance and availabilityStays current on retail Store merchandising materials and ensures proper display of all retail area product and signageTakes preemptive action to prevent errors and wasteCompletes required financial paperwork and may assist with financial reporting including daily sales, close-outs and bank depositsFollows FedEx Office standard operating procedures as well as adhering to legal, HR, safety , customer service and security policies and proceduresSelf-ManagementPerforms multiple tasks at the same timeLooks for opportunities to improve knowledge and skills within the retail StoreAble to operate with minimal supervisionAdheres to all FedEx Office team member and retail store standards, as outlined in the team member handbookAll other duties as needed or requiredMINIMUM QUALIFICATIONS AND REQUIREMENTS:High school diploma or equivalent education6+ months of specialized experienceExcellent verbal and written communication skillsESSENTIAL FUNCTIONS:Ability to stand during entire shift, excluding meal and rest periodsAbility to move and lift 55 poundsAbility, on a consistent basis, to bend/twist at the waist and kneesAbility, on a consistent basis, to communicate effectively with customers, vendors, and other team membersAbility, on a consistent basis, to perform work activities requiring cooperation and instructionAbility, on a consistent basis, to function in a fast-paced environment, under substantial pressureAbility, on a consistent basis, to maintain attention and concentration for extended periods of timeAbility, on a consistent basis, to work with minimal supervisionAbility, on a consistent basis, to report regularly to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting could include regular attendance at a physical location and/or maintaining established business hours depending on the scope and nature of the positionPreferred Qualifications: Pay Transparency: This compensation range is provided as a reasonable estimate of the current starting salary range for this role across all potential locations. If this opportunity includes multiple job levels, the salary information represents the job level minimum and the job level maximum. Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential. The Company offers eligible employees health, vision and dental insurance, retirement, and tuition reimbursement.Pay: $19.50 - $22.45/hrAdditional Details: Quality Driven Management strives to deliver market-leading customer experience, business excellence, and financial return through a Quality-oriented culture and day-to-day application of Quality science.Suggests areas for improvement in internal processes along with possible solutions.Works with management to reduce company costs/wastes, and to optimize profitability in areas of responsibility.Applies Quality concepts presented at training during daily activities.Supports FedEx Office Quality initiatives.FedEx Office is an equal opportunity employer and prohibits discrimination and harassment against any employee or applicant on the basis of race, color, religion, national origin, citizenship, genetic information, age (except for bona fide occupational qualifications), sex, pregnancy (including childbirth or a related medical condition), disability, sexual orientation, gender identity, gender expression, marital status, military leave or service, status as a disabled veteran or other covered veteran status, participation in EEO protected activity, any other status protected by federal, state, or local law, or association with a person on the basis of one or more of the foregoing. America's Military Veterans and individuals with disabilities are strongly encouraged to apply.FedEx Office will provide reasonable accommodations to qualified individuals with disabilities, including throughout the application and hiring process, if requested. Applicants who require reasonable accommodations in the application or hiring process should email [email protected] Office will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the San Francisco Fair Chance Ordinance, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and the New York City Fair Chance Act. The existence of a criminal record is not an automatic or absolute bar to employment and a candidate's criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information. If you are applying in Philadelphia, PA, you can click here to learn about Philadelphia's fair chance hiring law.For more information, click here.
Inside Sales Consultant- NYC
Michael Page, New York
Working as a Inside Sales Consultant at Michael Page, you will own a role which is varied, stimulating and challenging on a daily basis. This career will further develop your interpersonal and commercial skills, giving you real opportunity for personal and professional growth.As a Inside Sales Consultant:Be responsible for "hunting" new business opportunities and lead generationManage the process from interview through offer stage and close of saleManage your own portfolio of candidates and clients, both existing and newSearch, source, and screen potential candidates, utilizing multiple online resourcesBuild close partnerships with clients and help their business grow by developing and delivering the best solutions for attracting candidatesConduct in-person interviews to thoroughly evaluate candidatesMentor and develop entry level sales consultants across the officeHave an involvement in proposal process by developing and pitching proposalsNegotiate Commercial Terms of business and ratesPage Group USA is acting as an Employment Agency in relation to this vacancy.Being an industry leader is not easily achieved, so we need the best and brightest professionals who are ready to bring the energy, passion and determination it will take to maintain this reputation.Our ideal candidate will have:MUST have 2+ year of experience in sales or recruitmentExperience with client prospecting / lead generationHas successfully built + maintained strong relationships with a client or candidate baseExperience with cold outreach (via calling, email & linkedin)Successful track record with breaking into cold accountsHigh energy, determination and resilienceResult oriented mindsetProven track record of successStrong desire to be a top performer within a winning team
Associate, Financial Services Practice
SSI (U.S.) Inc. d/b/a Spencer Stuart, New York
SSI (U.S.) Inc. d/b/a Spencer StuartSpencer Stuart is an equal opportunity and affirmative action employer F/M/Disability/Vet/Sexual Orientation/Gender Identity.Location: New YorkFull/Part Time: Full timeReq ID: R3950Position SummarySpencer Stuart is seeking to recruit an Associate for the Financial Services Practice. This Associate will have the opportunity to help solve Chief Executive Officer, Board Director, and other C-level functional executive searches, while working in partnership with several core Consultants, with a focus on Financial Services. With exposure to a broad set of clients and leadership challenges, this Associate will help to identify and develop diverse candidate slates as an essential member of the search team. The Associate role combines research, assessment, and relationship-building skills to deliver extraordinary service and value to Spencer Stuart clients.Successful candidates for the Associate position will have strong project management ability, writing skills, results orientation, rigorous attention to details, intellectual curiosity and ideally, understanding of the consumer retail industry sector. The Associate will enjoy the challenge of working internally with a variety of Consultants, and externally with diverse, senior-level executives and board members. Associates will be expected to acquire deep and insightful candidate pool knowledge over time. The Associate will ideally be based in New York.The base compensation range for this position is $100k -$120k per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. Spencer Stuart also offers a competitive benefits package, which includes:Retirement savings plan with discretionary profit sharing contribution and employer match;PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable;Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account;Life Insurance, and short-term and long-term disability insurance;Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; andVoluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage.Key RelationshipsReports toDirector of AssociatesConsultants (on an assignment basis)Other key relationshipsPractice Leaders/MembersOffice ManagerAssociates, Senior Associates and ConsultantsAnalystsExecutive AssistantsClient Development Team (CDT)Key Responsibilities Contribute actively to the start-up phase of each search by participating in client kick-off meetings with the Consultant and assisting in the development of the position specification, search strategy and target list of companies.Gather relevant information regarding the appropriate industries and target companies. Identify potential prospects and sources and represent the client effectively in the marketplace, discussing the opportunity with relevant executives.Validate potential candidates through reference and source calls.Partner with the Consultant to develop and present a slate of qualified candidates to each client. Anticipate what needs to drive the search to closure and be prepared to supply additional information, such as related industry/segment trends, market findings, reaction to the opportunity, compensation data, etc., gained during the course of a search.Contribute to the preparation of position specifications, candidate presentations and reference reports adhering to the Firm's assessment methodology.Communicate effectively with the Consultant and Executive Assistant, and remain fully abreast of search developments, in order to communicate accurately and credibly regarding the assignment.Prepare organized information for the client progress reports/meetings by teaming with the Consultant and the Executive Assistant. Provide an informed perspective on prospects/candidates and how they match against the key selection criteria.Be aware of activities and management changes in the relevant industry's sector; keep team members apprised of relevant developments in the marketplace.Add to the firm's candidate pool expertise by continually identifying and introducing new talent to the firm. Ensure that up to date assignment, company and candidate information during the course of an assignment is always available for colleagues, by leveraging technology and information from the firm's state-of-the-art, proprietary database.Contribute to responses to inquiries for new business, as well as business development initiatives.Be willing and proactive about contributing to local, practice or firm-wide initiatives. Coordinate and share practice related information with colleagues for potentially broader distribution.Ideal Experience Progressive business experience in executive search, strategy consulting, or a relevant professional services environment with significant time spent in client serviceAdvancement of skills and knowledge evidenced through promotion or tenureSuperior project management skills demonstrated through experience working in a high-performance environment where multiple projects and competing demands are the normExcellent communication skills shown through clear, structured and concise written and verbal presentationUndergraduate degree required, postgraduate degree a plusCritical Capabilities for SuccessProject ManagementPlans, manages and drives own efforts to identify and develop a slate of quality candidates as measured by consultant, client and candidate feedback. The successful Associate will do this while handling multiple projects with competing deadlines, working with individuals who have differing styles, and managing challenging expectations:Takes an end-to-end view of each project and the required resources; works at pace and with attention to detail while managing competing deadlines and priorities; has a sense of urgency.Understands the search process (from internal kick-off to referencing); asks questions to understand; and is proactive.Works on multiple projects; meets deadlines and is resilient under pressure; delivers on commitments on time or notifies as early as possible if deadlines will slip.Demonstrates enthusiasm, tenacity and intellectual curiosity; action-oriented; deals with problems immediately.Is results focused and flexible; demonstrates a strong work ethic.Candidate DevelopmentDevelops qualified and interested candidates for portfolio of searches. A successful Associate will develop excellence in search strategy to build strong contact management lists:Observes and asks questions to fully understand the issue; synthesizes information from a variety of internal/external sources, despite possibly having ambiguous or incomplete information.Gathers relevant data from a variety of sources, including views gathered through Third Party Sourcing (TPS), to help determine broad capabilities, gaps, qualifications/fit; articulates reasons for fit to spec in a succinct manner.Determines priority of which potential candidates to approach.Adds meaningful notes on Quest, diligently uses the initial assessment feature.Credibility and InfluenceCommunicates effectively both in writing and verbally; has "gravitas" (executive presence) and is able to build relationships. Able to hook candidates and convince consultants to meet them, building a strong internal brand:Interacts with a range of internal and external stakeholders and candidates with differing styles and egos, understanding and appreciating what is important to each.Becomes a credible and authentic professional by observing colleagues and emulating role models.Adapts verbal and written communications according to expectations for role and audience, specifically how to be confident, succinct, concise, prepared and professional.Market and Candidate KnowledgeObtains and incorporates knowledge to enhance client work in a meaningful way. Knows how to get information, effectively uses the available firm resources, developing and sharing candidate pool knowledge:Identifies executive movements in the market and updates Quest (ideally in real time) and colleagues; asks questions and shows interest in networking.Has a genuine interest in/curiosity about people and businesses; and has an understanding of businesses and their interrelationships.Understands how to identify and navigate the various relevant sources available (Quest, Passport, Global Information Services, Hoovers, LinkedIn, etc.).Developing Self and OthersDevelops self and others; seeks and provides feedback, modifies own performance or behavior based on feedback. A successful Associate is constantly growing, learning and enhancing his/her skills and capabilities:Seeks and is open to feedback from colleagues, placing value on self development efforts; seeks opportunities for growth.Is self-aware and open to changing one's own behavior.Firm ValuesChampions the Firm's values, culture and Code of Conduct; engages, participates and collaborates with others. A successful Associate, who people like working with and who may over time also have a leadership role:Accepts others' opinions and encourages teamwork.Brings cultural awareness and sensitivity to each interaction with colleagues.Participates actively and contributes to internal activities; engages with office and practice.Represents Spencer Stuart well by speaking positively about the Firm and aligning behavior to Firm values.Conducts themselves in a way that is consistent with the Firm's values.Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non-discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.PI242916606
Senior consultant, Murex FO
QUANTEAM - North America (RAINBOW PARTNERS Group), New York
As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Geneva, Lisbon, Porto and Casablanca.Context:Our client is a renowned French investment bank expanding operations in New York City. As part of their development strategy, the bank aims to implement the Murex Commodities module to enhance their capabilities in commodity trading.As a Senior Murex Front Office Consultant, you will be responsible for successfully implementing the Murex Commodities module at our client's New York City office. You will work closely with internal bank teams, as well as Murex and other external consultants.Responsibilities:- Analyze specific business needs related to the bank's commodities trading operations.- Design and develop technical solutions using Murex to meet identified functional requirements.- Configure and parameterize the Murex system to effectively integrate the Commodities module.- Ensure seamless integration with the bank's existing systems.- Develop and execute tests to validate configurations and developments.- Train end-users on the use of the new module and provide post-implementation support.Required Skills:- Proven experience as a Murex Consultant, specializing in Front Office functions.- Advanced expertise in implementing and configuring Murex modules, preferably Commodities.- In-depth knowledge of commodities products and associated regulatory aspects.- Ability to work independently and solve complex problems.- Excellent communication skills and demonstrated ability to work with multidisciplinary teams.Preferred Profile:- Higher education in Computer Science, Finance, or related field.- Minimum of 5 years' experience as a Murex Consultant, with at least 5 years on Front Office projects.- Previous experience in the banking or financial sector, ideally in commodities trading.- Proficiency in professional English; proficiency in French is a plus.- Ability to work effectively in an international environment and meet tight deadlines.
PowerBI Consultant
JCW, New York
JCW has partnered with a large financial service group based out of Europe that offers banking services to both retail and corporate customer. They are searching for a CONTRACT PowerBI consultant to assist their project management team in developing "Power" applications.Qualifications:Experience in PowerBI is a MUST.Experience in Power Automate is a MUST.Experience in PowerApps is a MUST.Previous coding experience in any language is a plus!If this sounds like you feel free to reach out!This opportunity is NOT open to third parties. Please do not reach out.
Financial Advisor
Ameriprise Financial, New York
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.Key Responsibilities* Attend and engage in coaching and training led by the leadership team and established advisors.* Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.* Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.* Schedule and conduct financial planning and advice meetings with clients and client prospects.* Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.* Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.* Build a book of business as a stand-alone Ameriprise Financial advisor.* If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.* Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.Required Qualifications* 3+ years of work experience with a proven track record of success.* Have a network of personal and professional contacts within the local area that you may engage for referrals.* Showcase a background in building strong relationships and delivering superior client service.* Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.* Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.* Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications* Four-year college degree, or equivalent* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.* Willingness and desire to be part of a coaching relationship and peer learning environment.* Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Base Pay Salary$52,000 - $65,478Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupSalesLine of BusinessAAG Ameriprise Advisor GroupPDN-9c633871-6b56-4455-b9d3-73c4e1354752