Senior Client Associate Wells Fargo & CoSenior Client AssociateNew York, NY$30.77–$45.67 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.
Equity Research Associate - Power & Energy Equipment and Services The Toronto-Dominion BankEquity Research Associate - Power & Energy Equipment and ServicesNew York, NY$115,000–$200,000 / yearTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Depth & Scope: Expert level professional role requiring in-depth knowledge/expertise in own domain/field of specialty and working knowledge of broader related areas to run data analysis and develop research reports.
Senior Associate, Industry Specialty Services BDO USA PCSenior Associate, Industry Specialty ServicesStamford, CT$90,000–$115,000 / yearBachelor''s Degree in Business Administration, Public Administration, Nonprofit Management, Organizational Leadership or Development, Management, Economics, Finance, Public Policy, Information Technology, Data Analytics, Humam Resources Management, Industrial/Organizational Psychology, or Communications, preferred, MBA or MPA, preferred. We partner with organizations to help them attain operational excellence, sharpen organizational strategy, improve business processes, modernize technology, navigate change, and effectively achieve their desired impact.
Audit Manager II - Internal Controls over Financial Reporting-2 The Toronto-Dominion BankAudit Manager II - Internal Controls over Financial Reporting-2New York, NY$92,220–$149,310 / yearShareholder Accountabilities: Adheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines, contributes to the review of internal processes and activities and assists in identifying control weaknesses / failures, potential opportunities to improve operational efficiencies for their business area. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewJ.P. Morgan Wealth Management - Senior Associate, Client Pricing Strategy & Design Lead JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Senior Associate, Client Pricing Strategy & Design LeadNew York, NYFull timeOwnership of specific workstreams may include but is not limited to: Develop presentations and executive materials for business executives and field leadership, Develop materials for national calls to educate advisors on strategic changes, Develop operating model and associated curriculum to educate advisors and field leaders on pricing; Build out new and enhance existing reporting and associated coaching model for field leaders. This highly visible position offers broad exposure to senior stakeholders and cross-functional partners-spanning Finance, Technology, Risk, Compliance, and our Advisor field force-while leading strategic initiatives that directly influence the largest revenue line in US Wealth Management.
NewBusiness Support Manager II - CTI Mainframe Services Bank of AmericaBusiness Support Manager II - CTI Mainframe ServicesJersey City, New JerseyFunctions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. This role provides integrated oversight across financial management, workforce strategy, resource planning, governance, communications, and strategic initiatives supporting the Mainframe, iSeries, and Enterprise Batch technology portfolios.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesNew York, NY$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Senior, International Tax Services BDO USA PCTax Senior, International Tax ServicesNew York, NY$73,500–$131,250 / yearIn this role, the Tax Senior, International Tax Services will be charged with researching and summarizing tax technical positions, assessing filing obligations associated with the multinational business structures and managing U.S. international tax compliance projects including gathering required client information necessary to prepare or review tax workpapers, to utilize tax software applications to complete or review international tax returns. Job Summary: The Tax Senior, International Tax Services is responsible for utilizing research skills and applying their educational background to identify potential tax issues and planning opportunities for multinational businesses with operations in the U.S. and overseas with a focus on a large variety of industries.
Tax Manager, Private Client Services BDO International LtdTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Associate, Strategic Partnerships Ares OperationsAssociate, Strategic PartnershipsNew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Develop and maintain strong working relationships with internal subject‑matter experts across Finance & Accounting, Legal, Compliance, Relationship Management, Investor Operations & Services, Product Management, Investor Relations, Performance, Quantitative Investment Solutions, and Quantitative Research.
Senior Associate - QA Test Engineer/Lead - Service Experience Value Stream New York Life Insurance CoSenior Associate - QA Test Engineer/Lead - Service Experience Value StreamNew York, NY$100,000–$143,000 / yearAcross technology, data, AI, cyber, product, digital experience, architecture and infrastructure, TDAV combines the scale and investment of an industry leader, access to leading-edge technologies and the opportunity to help shape how a world-class financial services company competes in the AI era - all backed by the stability and purpose of a mutual company built to last. Within the Tech, Data, AI, Ventures (TDAV) organization, our work is guided by a shared vision: deploying the power of technology, data, AI and ventures to accelerate sustainable competitive advantage for New York Lifes businesses.
Financial Coordinator- FPA CBO Mount Sinai Health SystemFinancial Coordinator- FPA CBONew York, NY$27.58–$39.41 / hourWe are consistently ranked by U.S. News & World Report's Best Hospitals, receiving high "Honor Roll" status, and are highly ranked: No. 1 in Geriatrics, top 5 in Cardiology/Heart Surgery, and top 20 in Diabetes/Endocrinology, Gastroenterology/GI Surgery, Neurology/Neurosurgery, Orthopedics, Pulmonology/Lung Surgery, Rehabilitation, and Urology. Mount Sinai advances health for all people, everywhere, by taking on the most complex health care challenges of our time - discovering and applying new scientific learning and knowledge; developing safer, more effective treatments; educating the next generation of medical leaders and innovators; and supporting local communities by delivering high-quality care to all who need it.
NewWealth Senior Client Associate Wilmington TrustWealth Senior Client AssociateNew York, New YorkSupports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships.
NewDirector, Complex Financial Instruments Alvarez & Marsal Valuation Services, LLCDirector, Complex Financial InstrumentsNew York, NYFull timeDue to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, transaction opinions, complex financial instruments, alternative investments, structured finance, and litigation support. As part of a select and highly skilled Complex Financial Instruments Valuation team, you will have the opportunity to assist in the valuation of equity compensation, complex capital structures, earnouts, convertible debt, and various other complex assets and liabilities.
Financial Services Professional - NJ; Woodbridge, Secaucus, Toms River, Morristown (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - NJ; Woodbridge, Secaucus, Toms River, Morristown (5261)Morristown, NJ$250–$1,000420628'',''true'',''420628'',''false'',''Submission for the position: Financial Services Professional - NJ; Woodbridge, Secaucus, Toms River, Morristown (5261) - (Job Number: 260000FQ)'',''false'',''420628'',''false'',''true'',''Financial Services Professional - NJ; Woodbridge, Secaucus, Toms River, Morristown (5261)'',''260000FQ'',''UNITED STATES-NJ-Woodbridge'',''UNITED STATES-NJ-Woodbridge'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420628'',''420628'',''true'',''420628'',''false'',''Submission for the position: Financial Services Professional - NJ; Woodbridge, Secaucus, Toms River, Morristown (5261) - (Job Number: 260000FQ)'',''false'',''420628'',''false'',''true''.
Director, Derivatives Sales - Ria, FA, Wealth Management Channel Chicago Board Options ExchangeDirector, Derivatives Sales - Ria, FA, Wealth Management ChannelNew York, NY$177,650–$261,250 / yearThe Director will serve as the lead and senior-most producer on the Wealth Management coverage team and will be recognized both internally and externally as a leading industry authority on listed derivatives for the advisor and wealth channel, applying mastery of the field to shape strategy, resolve the most complex client and market challenges, and influence Cboe's long-term direction in this space. Serve as the senior producer on the Wealth Management coverage team, owning end-to-end coverage of the U.S. RIA, FA, and wealth management client segment; build, maintain, and deepen relationships with key decision-makers across RIAs, wirehouses, IBDs, family offices, and wealth management platforms.
IB Vice President Transportation & Logistics and/or Business Services Stifel Financial CorpIB Vice President Transportation & Logistics and/or Business ServicesNew York, NYOur investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.
IB Vice President Diversified Industrials & Services Stifel Financial CorpIB Vice President Diversified Industrials & ServicesNew York, NYOur investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.
Advisor Consultant Full-Time - Winter 2027 Lord Abbett.comAdvisor Consultant Full-Time - Winter 2027Jersey City, New JerseyThis role serves as the primary talent pipeline for future Regional Manager positions across the West, Midwest, South, Southeast, and Northeast regions. We were honored to be ranked #1 in Barron’s Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.
Advisor Consultant Full-Time - Summer 2027 Lord Abbett.comAdvisor Consultant Full-Time - Summer 2027Jersey City, New JerseyThis role serves as the primary talent pipeline for future Regional Manager positions across the West, Midwest, South, Southeast, and Northeast regions. We were honored to be ranked #1 in Barron’s Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.