Tax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesMelville, NYResponsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice; Recognize business opportunities for our clients and for CBIZ; Participate in business development activities, including networking, identifying referral opportunities, and assisting with proposal development. Maybe the internal advisor on technical matters as a Subject Matter Expert; Lead sophisticated tax planning engagements involving wealth transfer strategies, estate and gift tax planning, trust structures, charitable giving, and family succession planning.
Senior Consultant - Financial Services - Insurance and Actuarial Advisory Services Ernst & Young Global LtdSenior Consultant - Financial Services - Insurance and Actuarial Advisory ServicesNew York, NY$110,500–$202,700 / 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 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.
Jefferies Prime Services - Equity Swap Support (Associate/AVP) Jefferies Financial Group IncJefferies Prime Services - Equity Swap Support (Associate/AVP)New York, NY$105,000–$115,000 / yearThe Jefferies Prime Services Equity Swap Support/Client Service Representative is responsible for the client support and relationship management for all Prime Services swap clients of the firm trading equity swaps. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
Enterprise Account Executive - Financials UiPath IncEnterprise Account Executive - FinancialsNJAbility to translate complex AI and automation concepts into business outcomes such as cost reduction, improved controls, faster processing, risk mitigation, and enhanced customer experience. They work every day across the C-Suite, Digital Transformation, AI/Automation COEs, Operations, Risk, Compliance, Finance, and Technology teams to deliver value through UiPath's automation and AI platform.
Equity Research Associate - Power & Energy Equipment and Services TD BankEquity Research Associate - Power & Energy Equipment and ServicesNew York, New YorkTotal 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. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.
NewPrincipal, Business and Financial Management Ares OperationsPrincipal, Business and Financial ManagementNew York, New York$175,000–$200,000 / 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. The individual will be expected to understand Technology financials in detail, identify and explain key drivers and variances, challenge assumptions, anticipate risks and opportunities, and translate complex financial information into actionable insights for Technology leadership.
SMA Personal Account Management Specialist Lord Abbett.comSMA Personal Account Management SpecialistJersey City, New Jersey$100,000–$115,000 / yearPartnering closely with Regional Managers, Portfolio Managers, Financial Advisors, Product Management, Operations, and other internal business partners, this position combines relationship management, investment knowledge, business development, and operational expertise to deliver an exceptional advisor experience while helping drive organic asset growth. Lord Abbett's Separately Managed Account (SMA) business is one of the firm's fastest-growing strategic initiatives, serving financial advisors and clients across Municipal Fixed Income, Taxable Fixed Income, and Equity investment strategies.
Business Development Manager - Soundview Morgan StanleyBusiness Development Manager - SoundviewPurchase, New YorkAs part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Business Development Manager Morgan StanleyBusiness Development ManagerGarden City, NY$115,000–$190,000 / yearAs part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Risk Advisory Services Managing Director Baker Tilly Virchow KrauseLLPRisk Advisory Services Managing DirectorNew York City, NY$201,810–$382,600 / yearWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Global Business Services (GBS) - Strategy - Consultant Deloitte Touche Tohmatsu LtdGlobal Business Services (GBS) - Strategy - ConsultantNew York, NY$95,600–$188,400 / yearAs a Consultant, Global Business Services (GBS) on the Global Business Services team, you will be responsible for supporting strategic transformation initiatives that improve operating model effectiveness, service delivery, and functional performance. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Private Wealth Associate AllianceBernstein Holding LPPrivate Wealth AssociateNew York, NY$80,000–$86,000 / yearAs Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.
Business Development Manager - Financial Wellness Solutions The PNC Financial Services Group IncBusiness Development Manager - Financial Wellness SolutionsLittle Falls, NJ$76,500–$127,500 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Account Manager - Financial Wellness Solutions - Large Corporate and Vertical The PNC Financial Services Group IncAccount Manager - Financial Wellness Solutions - Large Corporate and VerticalLittle Falls, NJ$55,000–$119,600 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Associate Director, Managed Business Services Oscar Health InsuranceAssociate Director, Managed Business ServicesNew York, NY$149,040–$195,615 / yearAbout the role: The Associate Director, Managed Business Services is a senior individual contributor who autonomously manages the performance and compliance of Oscar's global vendor portfolio across contact center, tech, and insurance operations. This role translates contracts into daily execution, safeguards member and provider experiences, and enforces vendor accountability through corrective actions, service credits, or contract terminations when performance falls short.
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/Recovery Services Forensic Services practice CRA International IncSenior Associate/Recovery Services Forensic Services practiceNew York, NY$130,000–$152,500 / yearCRA is a leading global consulting firm that provides independent economic and financial analysis behind litigation matters, guides businesses through critical strategy and operational issues to become more profitable, and advises governments on the economic impact of policies and regulations. We currently expect that individuals spend at least 3 to 4 days a week working in the office (which may include traveling to another CRA office or to client meetings), with specific days determined in coordination with your practice or team.
Tax Senior Manager I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMelville, NYServe as a trusted advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
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.
Client Services Representative Osaic IncClient Services RepresentativeNYWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational and transactional activities through both phone and processing.