Account Executive, Legal Services DBA Carta, Inc.Account Executive, Legal ServicesNew York City, NYBuilt to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates.
Senior Consultant, AI Services InvestorFlow LLCSenior Consultant, AI ServicesNew York, NY$175,000–$200,000 / yearInvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow serves over 175 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform.
2027 Treasury Services Summer Internship Brown Brothers Harriman & Co2027 Treasury Services Summer InternshipNew York, NYWe invite analytical, intellectually curious and highly motivated students to join Treasury Services through our internship program-an opportunity to develop genuine command of global markets, apply your judgment to matters of real consequence, and begin your career among practitioners regarded as leaders in their field. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
Operations Intermediate Specialist - Foreign Exchange (FX) Services Brown Brothers Harriman & CoOperations Intermediate Specialist - Foreign Exchange (FX) ServicesJersey City, NJ$65,000–$80,000 / yearAbout BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Act as the focal point person between the FX NY, Tokyo & London Traders and Relationship Managers and the various pre/post-execution units, including FX Standing Instructions, Account Maintenance, Confirmations, Settlements, Investigations, and Reporting.
2027 Family Office Services Summer Internship Brown Brothers Harriman & Co2027 Family Office Services Summer InternshipNew York, NYAbout BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
Cybersecurity Strategy, Resource & Financial Management State Street CorpCybersecurity Strategy, Resource & Financial ManagementClifton, NJ$120,000–$217,500 / yearThis role will partner to lead workforce planning, budget management, procurement lifecycle management, vendor governance, and process transformation for Global Cybersecurity, serving as a trusted advisor to senior leadership on resource, financial, and operational decisions. Other qualifications: Experience in cybersecurity, technology, financial services, or another highly regulated environment preferred; knowledge of vendor management, contract lifecycle management, procurement governance, and supplier performance management strongly preferred.
Senior Sourcing Specialist, Data Center Construction Pride GlobalSenior Sourcing Specialist, Data Center ConstructionNew York, NY$90,000–$200,000 / yearCandidates with prior experience supporting financial services, banking, capital markets, trading, or other highly regulated technology environments are strongly preferred, particularly those who understand the specialized infrastructure, technology, resiliency, security, and operational requirements associated with financial-services organizations. The successful candidate will be responsible for developing and executing sourcing strategies, negotiating commercial agreements, managing supplier relationships, and ensuring the timely procurement of critical materials, services, and equipment in alignment with demanding construction schedules.
Services Sales Lead RidgelineServices Sales LeadNew York, New York; RemoteRemote$190,000–$237,000 / yearIn your first 6 months, you'll begin running scoping sessions independently, drafting and refining SOWs that clearly define scope, deliverables, and success metrics, and building trusted working relationships with Sales, Solutions Consulting, and Consulting. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company.".
Managing Director, Chief Financial Officer - Global Payments JPMorgan Chase Bank, N.A.Managing Director, Chief Financial Officer - Global PaymentsNew York, NYFull timeAs the Chief Financial Officer (CFO) for Global Payments , you will serve as a key member of the Payments Leadership Team and a trusted advisor to the Co-Heads of Global Payments, helping shape the strategic, financial, and operational direction of a multi-billion-dollar global franchise. 15 years of leadership experience in finance, business management, strategy, treasury services, payments, banking, or related financial services roles (If posting in EMEA, remove years-of-experience per local guidance.).
Portfolio & Trading Solutions – Portfolio Management, Vice President Morgan StanleyPortfolio & Trading Solutions – Portfolio Management, Vice PresidentNew York, New York$115,000–$190,000 / yearThe Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. With more than $280 billion already under management, Morgan Stanley’s Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns.
Portfolio & Trading Solutions - Portfolio Management, Vice President Morgan StanleyPortfolio & Trading Solutions - Portfolio Management, Vice PresidentNew York, NY$115,000–$190,000 / yearThe Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. With more than $280 billion already under management, Morgan Stanley's Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns.
Wealth Advisor TIAAWealth AdvisorHackensack, New JerseyBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Financial Analyst OTC DeloitteFinancial Analyst OTCJersey City, NJIndependently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes. OTC Clearing Workflow Management: Navigate and extract data from various OTC Clearing platforms, actively managing and validating data structures related to clearing workflows, settlements, and daily operational processes.
Financial Analyst ETD DeloitteFinancial Analyst ETDJersey City, NJETD Clearing & Exchange Workflow Management: Navigate and extract data from ETD clearing platforms, specifically GMI (Global Market Infrastructure) and/or XTP, actively managing and validating data structures related to trade registration, clearing workflows, daily settlement, variation margin, and expiry/exercise processes. 4+ years of experience working directly with GMI and/or XTP System Knowledge: Demonstrable, hands-on experience working directly with the GMI (Global Market Infrastructure) platform and/or XTP, including deep familiarity with their underlying data structures, trade and position lifecycle, clearing and settlement workflows, and daily operational processes.
Avp, Business Consultant LPL Financial ServicesAvp, Business ConsultantNew York, NY$114,330–$190,550 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Workforce Specialist, Financial Aid Liaison Research Foundation of The City University of New YorkWorkforce Specialist, Financial Aid LiaisonLong Island, New YorkThese functions include legal assessment and signing of agreements where RFCUNY is named as a fiscal agent; setting up award accounts; preparing sub-awards and assisting PIs in monitoring the work of the recipients of sub-awards; supporting project directors with hiring and managing research project and sponsored program staff; supporting the purchasing and paying for goods and services with grant and program funds; managing financial aspects of projects including accounts receivable, financial reporting, invoicing, budget monitoring, and cost compliance with uniform guidance; ensuring that sponsor financial requirements are met; monitoring compliance with applicable project and financial management rules and laws; supporting the management of independent and external audits and financial reviews; and providing data, information, management expertise, and other supports to CUNY’s research and sponsored programs. RFCUNY’s services allow CUNY researchers, faculty, and staff to focus on their intellectual curiosity and scientific discoveries, on projects and programs that serve our local and global communities, proposing concrete solutions to society’s most pressing challenges.
Business Development Director- Private Client Services (Tax) TAG EisnerAmper, LLC (Inactive)Business Development Director- Private Client Services (Tax)New York, NY$3–$10 / yearOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. The executive will develop deep, strategic relationships with influential wealth management firms, private banks, RIAs, family offices, trust companies, business managers, and law firms, converting those relationships into meaningful, firmwide revenue.
Private Wealth Summer Intern AllianceBernstein LPPrivate Wealth Summer InternNew York, New YorkWe are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. Bernstein Private Wealth Summer Interns are client service-minded individuals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, support the growth of our Private Wealth Management Platform.
Vice President, Service - Global Financial Services (Healthcare) GLG IncVice President, Service - Global Financial Services (Healthcare)New York, NY$135,000–$150,000 / yearThis leader will oversee a portfolio of strategic healthcare-focused investment clients, including public market investors, while driving commercial growth, strengthening executive client relationships, and leading high-performing client service teams. The Vice President, Global Financial Services (Public Healthcare Growth) is a key commercial and people leadership role responsible for leading GLG's Public Healthcare Growth client segment within Financial Services.
NewFinancial & Regulatory Reporting Associate/AVP Delta CapitaFinancial & Regulatory Reporting Associate/AVPNew York, New York$75,000–$95,000 / yearDelta Capita Group (a member of the Prytek Group) is a global managed services, consulting and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. As we are a Service Provider and Consulting firm servicing clients, our policy on physically working from the office (which may be the client’s offices or our own offices depending on the client) aligns to what our client’s policies and expectations are and these vary.