Sustainability Sales Associate, Non-Financial Corporations, Americas S&P GlobalSustainability Sales Associate, Non-Financial Corporations, AmericasNew York, New YorkAssumes a long-term, integrated perspective while also driving attainment of monthly and quarterly sales results, including short-term results, sales forecasts, and sustainable strategy for the designated territory ensuring both short-term and long-term success. This role will work in partnership with the marketing and business line leaders to establish clear, customer-oriented value propositions for the entire suite of sustainability solutions targeting our clients.
Senior Banker II - Newport Center Financial Center Bank of AmericaSenior Banker II - Newport Center Financial CenterJersey City, New JerseyResponsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. • In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Customer Success Manager, Financial Services Anthropic PBCCustomer Success Manager, Financial ServicesNew York City, NY$200,000–$265,000 / yearAs an Enterprise Customer Success Manager for FSI, you''ll be the strategic partner and a trusted advisor to our most complex customers with a portfolio spanning Banking, Insurance, Asset & Wealth Management, and Data Providers - helping them harness the full potential of all our Claude capabilities - Claude Enterprise, Claude Code, and API. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Complex Claims Consultant - Financial Lines/Public D&O CNA Financial CorpComplex Claims Consultant - Financial Lines/Public D&OMelville, NY$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority.
Financial & Regulatory Reporting Manager U.S. BancorpFinancial & Regulatory Reporting ManagerHackensack, NJ$111,605–$131,300 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.
Financial and Regulatory Director U.S. BancorpFinancial and Regulatory DirectorNew York, NY$148,495–$174,700 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, the documentation and set-up of the accounting principles for unusual investment types, and processing of complex expense and incentive fee calculations and reconciliation.
Associate, Compliance FS InvestmentsAssociate, ComplianceDarien, CTThe candidate must be proactive, a self-starter and possess strong analytical acumen, sound executive judgment, discretion in handling sensitive investigations, and excellent written communication for drafting policies and formal regulatory correspondence. Working knowledge of key financial regulations, such as the Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Exchange Act of 1934, Dodd-Frank, BSA/AML/OFAC, or FINRA Conduct Rules.
Client Service Specialist Jambalaya GroupClient Service SpecialistNew York, NY$85,000–$110,000 / yearYou will support the full client-service cycle—from preparing for client and prospect meetings and coordinating account and insurance workflows to maintaining CRM records, managing follow-up, supporting financial-planning activities, and helping advisors identify opportunities for clients. Our New York City team is growing, and we are looking for an experienced Client Service Specialist who can provide high-level support to our advisors while helping deliver an exceptional experience for our clients.
Index Relationship Manager Buyside Enterprise Sales - Bloomberg Financial Solutions Bloomberg LPIndex Relationship Manager Buyside Enterprise Sales - Bloomberg Financial SolutionsNew York, NY$145,000–$235,000 / yearAs an Index Sales Specialist you will seek wider adoption and increased penetration of Bloomberg Index products in key client segments: Asset Owners, Insurance, Consultants, and Asset Managers in a US regional territory. You will be responsible for building and maintaining relationships with key influencers in the asset owner and asset management community and provide them with consultative, commercially focused index solutions.
JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning EngineJersey City, NJDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
SVP, Head of US Financial Solutions SCOR SESVP, Head of US Financial SolutionsNew York, NY$280,000–$420,900 / yearWorking at SCOR means engaging with some of the best minds in the industry - actuaries, data scientists, underwriters, risk modelers, engineers, and many others - as we work together to find solutions to pressing challenges facing societies. Applying "The Art & Science of Risk," SCOR uses its industry-recognized expertise and cutting-edge financial solutions to serve its clients and contribute to the welfare and resilience of society in around 160 countries worldwide.
Private Wealth, Sales Service Associate Blue Owl Capital Inc.Private Wealth, Sales Service AssociateNew York City, NY$80,000–$95,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Facilitate escalated operational requests for investor accounts (account updates, rep changes, capital call notices, investor portal log in requests, tax documents, business processing redemption requests).
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryStamford, CTTime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Associate Vice President, Legal Knowledge & Workflow Management Ares OperationsAssociate Vice President, Legal Knowledge & Workflow ManagementNew York, New York$145,000–$195,000 / yearDesign, prototype or configure where appropriate, test and implement workflow and AI-enabled solutions for priority capital raising work, including intake, document analysis, terms checking, investor comments, side letters, subscription and closing processes, MFN elections, clause comparison and deviation detection; partner with Corporate Tech and vendors where deeper development or integration is required. Ares 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.
Senior Associate, Financial Planning & Analysis Ares OperationsSenior Associate, Financial Planning & AnalysisNew York, New York$135,000–$165,000 / yearAres 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. Associate will support the VP and broader FP&A team in partnering across our enterprise with fund accounting, corporate accounting, divisional CFOs, senior investment professionals, senior finance leadership, information technology resources and programmers.
Asset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, Associate The Goldman Sachs Group IncAsset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, AssociateNew York, NY$100,000–$170,000 / yearThe ETF Portfolio Management Team within WIS is responsible for the oversight and management of ETF portfolios, including portfolio rebalancing, cash management, risk management and other day-to-day portfolio-related activities. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
NewAssociate, Business and Financial Management Ares OperationsAssociate, Business and Financial ManagementNew 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. • Advanced Microsoft Excel skills are essential, including the ability to structure and analyze large datasets, build robust models, use advanced formulas and lookup functions, create pivots and dashboards, perform scenario analysis, and establish repeatable reporting processes.
NewRegional Vice President, Corporate Executive Program Wealth Enhancement Group LLCRegional Vice President, Corporate Executive ProgramNew York, NY$305,000–$425,000 / yearForm meaningful and influential relationships with Corporate Partners, C-suite executives, employees and key decision makers to quickly develop credibility as a trusted advisor on tax aware financial planning, equity comp, total rewards packages. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New YorkNew York, NY$80,000–$160,000 / yearThe Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Estate Administration Attorney Gables Search GroupEstate Administration AttorneyMelville, NY$125,000–$150,000 / yearThe ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives.