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
- 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...
$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- ...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...$100k - $140k
Goartemis is seeking a Security Analyst to enhance AI-driven defense solutions. As a crucial team member, you will review security cases, provide recommendations, and improve detection logic across customer environments. Ideal candidates will have 2-3 years of SOC experience...- 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...
$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$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- 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
- 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...
$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...
$75k - $85k
Bank of America is looking for a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building...Temporary workWork at officeShift 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...
- 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...
- 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$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
...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$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
...opportunities to learn, grow, and make an impact. Job Description This role 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...Temporary workWork at officeMonday to FridayShift workDay shift
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