AI Finance Solutions Consultant
Rogo
A leading AI financial solutions company based in New York seeks an experienced professional to engage with investment banks and private equity firms. This role involves demonstrating the company's AI solutions to address client challenges and establishing strong relationships with decision-makers. The ideal candidate has a background in finance, outstanding presentation skills, and is curious about technology transforming the financial industry. #J-18808-Ljbffr Rogo
$168.75k - $278.48k
Moveworks is seeking a Sr Advisory Solution Consultant in New York City to enhance financial services through AI-driven solutions. You will work closely with sales teams, lead customer engagements, and define success criteria while developing trusted relationships with...Suggested- Addepar is seeking a Data Solutions Consultant based in New York. In this role, you will integrate clients’ portfolio data and handle complex... ...challenges. With at least 2 years of experience in technology or finance, you should be proficient in Python and possess excellent...Suggested
$175k - $225k
Icehouseventures is seeking a Solutions Consultant to be the technical bridge between our platform and enterprise legal teams. This role involves... ...PTO, and an innovative team culture focused on empowering legal professionals with AI. #J-18808-Ljbffr IcehouseventuresSuggestedContract work- ...A leading tech solutions firm in NYC is looking for a Solution Consultant to lead consultative sessions and design custom solutions for clients. This role requires... ...ability to drive adoption. Join us to shape the future of AI-driven enterprises and make a direct impact on...Suggested
- ...Acquisition Sales Specialist - AI Solutions The Acquisition Sales Specialist - AI Solutions promotes and sells CoCounsel solutions... ...competitive opportunities, which requires a very high level of consultative and solution-based selling. About the Role: In this opportunity...SuggestedWork at officeLocal areaFlexible hours
$87.38k - $128.15k
...and cross‑functionally providing on‑time deliverables for the Finance team Act as the subject matter expert on the utilization of the... ...the best in the industry to design, build, and deliver impactful solutions to world‑class customers. Along the way, you will gain hands‑on...Permanent employmentWork at officeLocal area- Cash Management Solution Officer Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management... ...knowledge of Cash Management products/solutions Bachelor's Degree in Finance or related field Relationship Building Ability to build...
- ...AI Sales Representative Elevate the Future of Global Content with TransPerfect AI TransPerfect is the leading solution provider of AI, Technology, and Data solutions; we are the engine... ...TransPerfect's AI footprint. Consultative Leadership: Act as a subject matter...
$115k - $125k
...offers investing, savings and retirement solutions for retail investors, investment advisors... ...risk assessments for SaaS applications, consulting with application owners to apply strong logical... ...examination evidence gathering, and use AI and automation tools to enhance...For contractorsSummer holidayWork at officeLocal areaFlexible hours$120k - $200k
A leading technology company is seeking a Solutions Consultant in New York, focusing on technical pre-sales processes to help enterprise clients understand and implement AI solutions. The role includes customizing product demonstrations, collaborating with sales for RFPs...$70k - $80k
Job Summary We are looking for a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging client leads, making referrals, meeting with clients, building financial plans,...Temporary workMonday to FridayDay shift$175k - $200k
Apollo Global Management, Inc. in New York is seeking a solution-oriented Investment Professional to join their Corporate Solutions team. This role focuses on developing investment opportunities, with a strong emphasis on financial modeling, credit analysis, and due diligence...- A leading financial institution is seeking a Financial Solutions Advisor in the New York area to provide tailored financial advice and investment solutions to clients. The ideal candidate will have a solid background in the financial services industry and relevant licenses...
$65k - $80k
Bank of America seeks a financial advisor in New Jersey to provide tailored financial advice and investment solutions to clients. Responsibilities include triaging client needs, building financial plans, and recommending brokerage products. Candidates should have a Series...$65k - $80k
...building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes...Temporary workWork at officeMonday to FridayShift workDay shift- A leading AI solutions company is seeking a Financial Advisor to join their remote team. The role offers flexibility, allowing you to choose... ...work on your own schedule. Ideal candidates are experienced finance professionals with advanced degrees and skills in financial...Remote jobHourly payContract workFlexible hours
$28.85 - $33.65 per hour
...building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals...Hourly payTemporary workWork at officeMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I to develop foundational advisor skills while obtaining Securities Industry licenses (SIE, Series7, Series66). This role emphasizes building client relationships and delivering tailored banking and investment...Hourly payMonday to Friday- JPMorgan Chase & Co. is seeking a Lending Professional in New York, NY to provide tailored credit solutions in the U.S. Private Bank. This role involves advising clients on capital structures, participating in pitches, and maintaining client relationships. The ideal candidate...
- Citi is seeking a Wealth Solutions Advisor SAFE Act to guide clients through investment and banking services effectively. In this hybrid role, you will enhance client relationships, identify financial needs, and provide tailored solutions. Ideal candidates will have 2-5...
$65k - $80k
Job Description At Bank of America the role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This includes triaging client leads, making referrals to business partners based on client needs...Temporary workMonday to FridayShift workDay shift$100 - $120 per hour
...Portugal (remote) We are seeking a Strategic Finance AI Expert to bridge advanced analytics... .... Evaluate and implement emerging AI solutions to improve financial decision-making... ...years of experience in strategic finance, consulting, investment banking, or FP&A, with...Hourly payContract workPart timeRemote workWeekday work- Aceolution is looking for a Finance Domain Expert to work remotely in a part-time capacity. The role involves defining... ...workflows and creating frameworks for evaluating AI-powered financial research and analysis solutions. With over 12 years of experience in Investment...Remote jobPart time
$65k - $80k
Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Temporary workMonday to FridayShift workDay shift$40 per hour
A cybersecurity solutions company is seeking experienced professionals to evaluate AI-generated security content. In this role, you will tackle real-world cybersecurity challenges and provide feedback to enhance AI systems. This position offers flexibility, allowing you...Remote jobHourly pay$28.85 per hour
Bank of America is seeking a strong candidate in New York for a financial advisory role focused on providing tailored solutions to clients. Responsibilities include assisting clients in achieving their financial goals, triaging leads, and making referrals to appropriate...Hourly pay- A leading financial institution in Fort Lee is seeking a motivated Financial Advisor to provide customized financial solutions to clients. Responsibilities include developing financial plans, recommending investment strategies, and managing client relationships. Ideal candidates...
- A leading financial institution in New York is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, triaging client requests, and recommending investment strategies. Candidates must...
- A cybersecurity solutions company is seeking experienced professionals for a remote position focused on training AI models in cybersecurity. This role involves evaluating AI-generated security content, solving technical problems, and providing essential feedback to enhance...Remote jobFlexible hours
- Bank of America is seeking a Financial Solutions Advisor Stage I to join their team in New York City. The position focuses on providing financial advice and requires obtaining necessary industry licenses. The successful candidate will receive extensive training and mentoring...
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