I’m currently in HR, based in Boston and have 8 years of experience. I’ve started a CFP course and would like to pivot into private banking. I’m drawn to building relationships and then coaching and guiding others relative to their finances. Any advice on breaking in or what other steps I should take?

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Get your license, start working with a significant group so you can get experience with clients. We have a large organization of over 9k agents varying degrees of success but the atmosphere is amazing! If you don’t have any experience that will be the biggest hurdle. You have to practice to change how you sound from lay person to professional.

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So, a recruiter gave me feedback that my lack SPHR or SHRM-SCP is causing my resume to be knock out by AI and human recruiters despite my position and work history in Multinationals and being in Technology. They suggested that we put SPHR ( Lapsed). I let it lapse in 2017. What is your opinion? Plus if I were to take another certification - should I take SPHR or SHRM-SCP?

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Hi there,

I'm receiving a [retention] bonus, but given the amount received after tax I'm considering using this for personal dev and some qualifications. I don't have any certifications or anything of yet and so looking for advice on areas to investigate. Right now it's BA and Agile areas.

I'm a technical consultant working on Greenfield projects in legal tech but looking to move into a role focusing on business analysis, change management and tech operations

Thanks!

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Total exp: 11.9 yrs

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Accenture digital consultant exits?

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Which big four has the best IT Internal audit advisory practice? Also, anyone moved from external audit to internal audit advisory in big four, how do you like/dislike?

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Hi, I am Working in EPAM Anywhere from Anywhere. On Dec'21 I joined EPAM Anywhere as a Software Engineer. It is a leading IT organization that not only provides us with tons of exciting opportunities but also lets us work at our ease from anywhere in the country. EPAM is famous for its world-class learning and specialized technical training. Below are some key points which make EPAM Anywhere Special.

Learnings, Opportunities, Work-Life Balance, Remote & Growth.

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Would selling Data Analytic software as an AE be a good stepping stone to eventually become an AE for cyber security?

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What’s next M&A option for a person in financial due diligence manager level ?

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Hi Sharks,

I am a product owner and want to learn all aspects of product management and to transition as a product manager in leading Tech firms. I had completed my engineering and mba but never worked as a software engineer. I started my career in sales and am now working as a PO. So I lack technical knowledge as well. Can some experienced product manager guide me and PPL like me here on this fish bowl a step by step plan to achieve this goal. What courses we can join, what books to read

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Does anyone want to switch jobs with me? I’ll trade you my safe/ cushy gov’t job for a high stress/high pay consulting job? Lol

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Do you look down at your coworkers who left Big 4 to work for smaller firms?

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I'm thinking about starting something, but I want to be well versed in entrepreneurship before I do. Any recommended resources (websites, podcasts, books, etc.)? Thanks!

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Anyone working Azure SQL DBA at present here ? I am looking for transition from SQL DBA to Azure SQL DBA. I have completed my training and certification.
Want to connect for real-time project related issues and interview preparation.

need help on the topic, My location is Pune.

Just a hypothetical. Would you tell your pml/directors+ that you want to switch careers into investment banking? And potentially get their help in networking to find opportunities?

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this might be a long shot but does anyone on here work in a publishing/media law? is there a legal path in the publishing industry?

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Are the recent economic troubles translating to slower hiring or lower salaries in life sciences industry? I want to transition to industry this year but am worried it may not be the best time to.

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Hi guys, I am a fresh senior software engineer working in a devops team in a reputed it services firm in India. How many years of experience would it take to get to a manager level in my field. Also, does a manager deal only with managerial aspects of the company or does he deal with the technical aspects and as such has to be technically competent forever ? I'm new to corporate industry and looking for answers from experienced professionals.

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Hi Fishes,

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If I use chase points to book a flight do I gain points from the airlines I’m flying?

Hi Fishes
What does designation lead rep quant analysis means.

I just deactivated my Instagram and FB account. Thinking of deleting my Snapchat since you can’t deactivate. I feel as though we spend our lives on social media and I’m trying to do a cleanse. Would you think it was weird if you met someone with no social media presence? I sometimes feel crazy for feeling like big brother is watching and feeling so ‘googable’ since I have a unique name. Sometimes I even wish I didn’t have a LinkedIn but in this day and age, I feel like it’s necessary - CONT’D

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Which is a better company to work for Palo Alto networks or Crowdstrike?

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Anyone stayed at Ritz Carlton Toronto? Would you recommend/nah/nicer properties around town?

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When a company reports bitcoin securities in their SEC filings, do the bitcoin securities get reported with the regular currency interest or is it a separate filing?

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Looking for customer service roles that are not direct sales. Any recommendations for companies?

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Hi there, who is bored and wants to get a drink tonight? Females preferred

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Curious about net worth milestones. How long did it take you to go from 100k - 1m? What was your “story” (income/savings rate/asset allocation)? I realize many probably achieved this in the bull market we’ve been in, but still curious.

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Additional Posts in Pivot to Finance

Black man with dread in the workplace. I want to grow my hair but I don't want negative perception to keep me from moving up, any advice?

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Do you need to be sponsored to sit for the Series 7, Series 65, and Series 82 exams? I’m hoping to become an accredited investor by passing one of them.

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A friend of mine is trying to decide between a Software engineering role in NCR (Atlanta) or BlackRock(Atlanta). They’re both in the Finance but NCR being more Tech than finance. Please help!

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Hi, I am wanting to pivot to finance but am unsure of the proper route to take. Any advice?

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Hey! I currently work in sales, have about 3 years experience, and a Bachelors degree in Business Admin/Mgmt & Marketing. I’m looking to pivot to finance and aim to get a Jr. Financial Analyst position. Is it possible to do so through online certifications like LinkedIn? Or does anyone have advice on a path I should take to pivot sooner rather than later? Thank you!

What are the best consumer PE/Growth Equity funds in NYC? What search firms do they work with?

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Does anyone have great chair recommendations. I'm young and don't want to completely ruin my back while working.

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Anyone at UBS Group Internal Consulting can share advice on the recruitment process and types of projects you work on?

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Any great resources or tool recommendations to learn financial modeling? I have a cpa so acquainted with financials as a whole. Thank you!!

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Do any bankers know of a place that you can pay to update your resume? (Specific to I-banking).

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I’m currently in a junior accounting role working with invoicing and billing management. I don’t have a degree in finance or accounting but the more I learn about finance the more interested and excited I become. Anyone have any insight as to how to grow in my career without additional schooling? (Open to certificate suggestions). Additionally what roles can I strive for given my experience?

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Hi 🐠, question on CFA / CAIA- are either worth pursuing if you want to “up” your professional bonafides? I don’t come from a background in finance, but work primarily w/ PEGs like so many of us.

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