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Advisor Strategy Performance

New York,NY

1162 Advisor Strategy Performance jobs in New York,NY

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CSL Logo

CSL - Summit, NJ

Director, Vaccine Portfolio Strategy&External Partnerships
New, Posted 1 day ago
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Business Tax Preparer - Retail Location

Intuit

Staten Island, NY 10314

~ 41 min OnsiteUrgently HiringBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

  • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.
  • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation
  • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.
  • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.
  • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
  • Familiarity with Circular 230
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand
  • Must reside within the United States.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
SmartExplore AI is experimental.
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Senior Wealth Investment Advisor

M&T Bank

New York, NY 10176

$170,500-$284,100/yr
New, Posted 1 day ago
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Business Tax Accountant - Retail

Intuit

Bronx, NY 10460

~ 17 min OnsiteBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

  • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.
  • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation
  • General knowledge/understanding of bookkeeping required.
  • Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.
  • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.
  • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
  • Familiarity with Circular 230
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand
  • Must reside within the United States.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
  • Must be willing to wear a TurboTax Uniform
  • Must be willing to work in a front facing retail environment
SmartExplore AI is experimental.
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Investment Forecasting Strategy & Transformation Lead

MassMutual

New York, NY 10012

Onsite

  • 10+ years of experience in FP&A; forecasting, actuarial modeling, ALM, Cash Flow Testing (CFT / AAT), or related finance/modeling roles
  • Bachelor's degree in Finance, Actuarial Science, Mathematics, Economics, or a related field
  • Strong understanding of forecasting processes, planning cycles, and production environments, including interactions between models, data, and financial outputs
  • Experience working with actuarial or financial models and understanding model development, testing, and governance cycles
  • Demonstrated experience leading model or platform conversions, including defining business requirements, shaping future-state design, and owning the business-side decision-making through implementation. Experience as a participant or tester alone is not sufficient; this role requires someone who has owned the "what" and "why," not just the "how."
  • Proven ability to understand enterprise priorities and translate them into forecasting strategy — influencing senior-level stakeholders on platform, data, and process decisions, not just executing against a strategy defined by others. This includes experience engaging with senior leadership, technology partners, and cross-functional owners as a thought partner, not solely as a workstream executor
  • Track record of thought leadership in forecasting or modeling operations — including identifying structural gaps, challenging existing processes, and designing scalable solutions that change how a function operates. The expectation is to define and build the framework, not improve within one
  • Proven ability to design and operate end-to-end workflows with clear ownership, effective handoffs, and embedded governance — with evidence of having built these from the ground up, not solely maintained existing processes
  • Navigate and lead through organizational and system change — operating with ambiguity across evolving tools, data maturity, and competing transformation priorities. Independently assess trade-offs, define sequencing, and make judgment calls that balance enterprise timelines with business quality standards
SmartExplore AI is experimental.
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New, Posted 1 day ago
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Senior Vice President, Director of Performance Measurement & Infrastructure

FleishmanHillard

New York, NY 10176

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General Manager / Country Manager

Wine Source Group USA

New York, NY 10025

  • French language proficiency is required for this role, as the position involves daily communication with French speaking suppliers and partners.
  • Bachelor's degree preferred, or an equivalent combination of education and professional experience.
  • A minimum of five years of fine-wine sales experience at the importer or supplier level is required.
  • Strong expertise in wine importation and distribution.
  • Solid understanding of US regulatory frameworks (TTB, licensing, three-tier system).
  • Proven experience in financial management and P&L ownership.
  • Ability to structure operational processes.
  • Demonstrated capability to develop markets and build commercial strategies.
  • Ability to lead a subsidiary with autonomy and accountability.
  • Experience managing multicultural teams.
  • Results-driven mindset with strong organizational skills.
  • Capacity to structure, organize, and scale a growing entity.
  • Entrepreneurial spirit and problem-solving mindset.
  • Excellent communication skills.
  • Ability to operate in an international environment.
  • Based in New York, with regular travels across other states.
SmartExplore AI is experimental.
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Product Pricing & Monetization Strategy - Associate

MongoDB

New York, NY 10176

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Director- Enterprise Strategy- MSHS

Mount Sinai Health System

New York, NY 10176

$117,000-$208,000/yr
New, Posted 18 hours ago
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Senior Analyst - BCG Vantage, Organization Design & Operating Model

Boston Consulting Group

Brooklyn, NY 11226

~ 26 min OnsiteHealth InsurancePaid Time OffRetirement Benefit

  • 2+ years of consulting experience in Organization Design & Operating Model topics strongly preferred
  • In lieu of consulting experience, 3+ years minimum industry experience required, with 4-6+ years of industry experience strongly preferred
  • Bachelor's degree with high academic achievement
  • Advanced degree preferred
  • Fluency in English
  • Strong business acumen and problem-solving capabilities
  • Outstanding interpersonal and communication skills to interact with internal and external stakeholders while working in a global collaborative team environment
SmartExplore AI is experimental.
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In-Home Sales Consultant (HVAC)

Air Experts

Woodbridge, NJ 07095

$300,000/yr
~ 40 min OnsiteHealth InsurancePaid Time OffRetirement Benefit

  • Valid driver's license with clean driving record
  • Ability to access attics on hot days and crawlspaces in cold or wet conditions to inspect existing equipment
SmartExplore AI is experimental.
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