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- ...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
- ...technology company that is transforming the future of audit through AI-powered solutions. We're seeking an experienced AI Audit Solutions Engineer... ...initiatives within an accounting firm. Prior consulting, implementation, or other customer-facing experience....SuggestedFull timeWork at office
- 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...Suggested
- ...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...- JPMorgan Chase & Co. is looking for an Analytics Solutions Associate within Consumer & Community Banking Finance to support forecasting and reporting processes. In this role, you will ensure data integrity in Essbase cubes and collaborate with finance and technology partners...
- 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...
- ...financial planning and advice to individuals and families. You will build client relationships and offer personalized investment solutions. The ideal candidate should have at least 2 years of experience in a financial advisory role, possess required licenses, and demonstrate...
- 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...
- ...by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and bank and money‑managed solutions. Recommend banking and investment strategies that align with client financial goals and needs. Triage client requests and make...Temporary workMonday to FridayShift workDay shift
$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$28.85 - $33.65 per hour
...to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities... ...success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$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- 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...
$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...$40 per hour
A cybersecurity solutions company is seeking experienced professionals to evaluate AI-generated security content and solve technical problems. This role is fully remote, allowing you to work on a flexible schedule while contributing to the enhancement of AI systems in tackling...Remote jobHourly payFlexible hours$40 per hour
A cybersecurity-focused company is seeking professionals to evaluate AI-generated security content and design solutions to strengthen AI systems. Candidates should have over 2 years of experience in cybersecurity fields such as penetration testing or incident response,...Remote jobHourly payFlexible hours- TwinThread is seeking an Associate for its Strategic Financing Solutions team in New York City. The Associate will engage in the full cycle of transactional execution, preparing marketing materials and presentations for clients while supporting senior team members in corporate...
$175k - $200k
Overall Purpose of Job The Associate of Global Financial Solutions will assist in the structuring and execution of innovative financing solutions for MUFG's clients. This role requires a blend of analytical, negotiation, and relationship management skills to develop customized...Local area$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) At Bank of America, the Financial Solutions Advisor StageI (FSAI) is the first step on a... ...and66 within 120days). Complete Academy training and apply the consultative approach to identify client needs and recommend solutions....Hourly payMonday to FridayShift workDay shift- 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...
- 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- 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...
$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$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$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
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