NewDirector of Finance William Vale Employee LLCDirector of FinanceBrooklyn, NY$145,000–$160,000 / yearPart timeDirect and administer all financial operations of the hotel to include, but not limited to, asset protection, financial reporting, systems management, hotel-wide budget and forecasting, department management, and meeting participation and facilitation. Strong command of software applications, especially Microsoft Office (Word, Excel, PowerPoint) and hotel-specific platforms (Infor-HMS, ADP, Birchstreet, M3 Accounting Core).
NewSenior Relationship Banker Simmons BankSenior Relationship BankerMt Vernon, MissouriRelationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s); coach staff(s) (applies only to Sr RB in the absence of an AFCM) to sell and handle consumer loan requests in an effective manner.
Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Elmhurst South, ILElmhurst, New YorkKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFY27 - Financial Services - Wealth and Asset Management - Tax Senior Analyst - EDGE client aligned Ernst & Young Global LtdFY27 - Financial Services - Wealth and Asset Management - Tax Senior Analyst - EDGE client alignedNew York, NY$81,900–$135,100 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Sales Advisor Richemont North AmericaSales AdvisorNew York, New York$26–$28 / hourAble to identify potential sales leads; perform targeted and diligent follow-up generating product selling opportunities at the Boutique. Our whole aim is to continue our tradition with new, outstanding products, very much in keeping with Lange's claim: State-of-the-art tradition.
LPL Financial Advisor Bethpage Federal Credit UnionLPL Financial AdvisorBethpage, NYUnderstanding the members' objectives, goals, time horizon and risk tolerance, prepare and deliver comprehensive financial plans, provide pre/post-retirement planning and wealth transfer strategies, that include; executing on the plan, rebalancing, selling, purchasing and establishing investments, transferring assets, portfolio reviews, analysis and assessments. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the divisions reputation and safeguarding FourLeaf, its members and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
NewFinancial Advisor Lee, Nolan & Koroghlian, LLCFinancial AdvisorGarden City, NY$50,000–$100,000 / yearThrough volunteer programs, resource groups, and a supportive work environment, we empower our professionals to grow while making a positive impact. · If you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect.
Financial Solutions Advisor Registration Candidate - Clifton Bank of America CorpFinancial Solutions Advisor Registration Candidate - CliftonClifton, NJ$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Financial Advisor- (Brooklyn College), Brooklyn, NY The Toronto-Dominion BankFinancial Advisor- (Brooklyn College), Brooklyn, NYBrooklyn, NY$78,520–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. 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.
Product Marketing, Senior Advisor- Marketing Solutions TransUnionProduct Marketing, Senior Advisor- Marketing SolutionsNew York, NY$126,700–$190,000 / yearFor You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. 10+ years of experience in Product Marketing, Sales Enablement, DaaS or SaaS Product Management, Product Strategy, Marketing Analytics at a Professional Services/Consulting/Agency, and/or other related functions across marketing/advertising technology.
Financial Advisor/Stockbroker Trainee MORGAN WILSHIRE SECURITIES INCFinancial Advisor/Stockbroker TraineeGarden City, NY$30,000–$60,000 / yearFull timeFinancial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients.
Market Solutions Advisor - Business Banking Bank of AmericaMarket Solutions Advisor - Business BankingStamford, ConnecticutKey responsibilities include identifying and analyzing market opportunities to offer/deepen credit with clients and prospects, and advising Relationship Managers (RMs) on credit solutions by providing extensive general industry knowledge, credit expertise, product and process management, sales, and client experience support. The Market Solutions Advisor will join client meetings with the market RMs and MEs, participate in client management process routines focused on driving responsible loan growth and partner with the RM and the credit team closing the deal with the regional and centralized credit partners.
Advisor: Technology Innovation (Litigation) Mayer Brown LLPAdvisor: Technology Innovation (Litigation)New York, New YorkFull timeWe are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm’s client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm. While collaborating with other members of the Legal Technology & Innovation team, they will work closely with the other stakeholders, including and not limited to, those in Practice Technology, rest of IT, Knowledge Management, and Legal Risk Management departments to facilitate the smooth implementation of pilots and product launches of legal software tools and technology solutions.
Senior Private Credit Fund Analyst Bank of America CorpSenior Private Credit Fund AnalystNew York, NY$150,000–$228,200 / yearDesired Qualifications:8+ years of experience in the financial services industryBachelor's or Master's degreeSkills:Analytical ThinkingAttention to DetailCausation AnalysisPresentation SkillsResearchCritical ThinkingData GovernanceDecision MakingOral CommunicationsWritten CommunicationsActive ListeningData Quality ManagementExternal Resource ManagementTrading and Investment AnalysisVendor ManagementInternal employees who are currently working from home are still eligible to apply. The senior private credit fund analyst should have experience leading investment due-diligence across drawdown, private BDC's and interval funds, all focused on the broad private credit asset class.
VP, Funds & Partner Strategy, Wealth Management Voya Financial IncVP, Funds & Partner Strategy, Wealth ManagementNew York, NYThis role provides executive leadership for Retirement and Wealth Management products, including Voya Financial Advisors (VFA), third-party investment products, managed account solutions, mutual funds, ETFs, advisory platforms, and related investment solutions. Working closely with Wealth Management, Retirement, Distribution, Investment Management, Finance, Operations, Technology, Compliance, and external asset management firms, this leader ensures Voya maintains a market-leading investment platform that delivers value for advisors, clients, and shareholders.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNew York, NYUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Director, Capital Markets Russell Investments Group, LLCDirector, Capital MarketsNew York, NY$200,000–$250,000 / yearThis is a hands-on role that combines day-to-day market quality oversight, strategic relationship management across the ETF ecosystem, support for product launches and platform development, and close partnership with product, sales, marketing, investments, trading, operations, legal, and compliance. Excellent communication, presentation, and relationship-management skills, with the ability to explain technical ETF concepts clearly to investment professionals, financial advisors, clients, senior executives, Boards, and external market participants.
Private Equity Due Diligence Specialist Stifel Financial CorpPrivate Equity Due Diligence SpecialistNew York, NYMinimum Required: Bachelor's degree in Business, Economics, Finance, or Accounting• Minimum Required: 1-3 years of relevant work experience, but not limited to, private equity, investment banking, investment consulting or accounting and valuation services• Preferred: Capabilities within computer science, programming, data analysis. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Financial Advisor- Manhattan, NY The Toronto-Dominion BankFinancial Advisor- Manhattan, NYNew York, NY$76,520–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. 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.
Senior Client Service Associate Wealth Enhancement Group LLCSenior Client Service AssociateIselin, NJ$70,000–$80,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.