VPII, Corporate Strategy Lead LPL Financial Holdings IncVPII, Corporate Strategy LeadNew York, NY$178,293–$297,155 / yearThe ideal candidate will bring the structured problem-solving, analytical rigor, executive communication, and project leadership skills typically developed at a top-tier management consulting firm, with experience comparable to a Senior Manager, Engagement Manager, Principal, Associate Partner, or early Junior Partner level. 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.
Associate - Financial Sponsor Coverage Group Houlihan Lokey Europe GmbHAssociate - Financial Sponsor Coverage GroupNew York, NY$150,000–$175,000 / yearCollaborate closely with Houlihan Lokey's product groups - specifically Capital Solutions (including debt & equity financings) - and industry sector bankers nationwide to deliver seamless, high-quality advisory services to clients. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Associate Director- Financial Reporting Deloitte Touche Tohmatsu LtdAssociate Director- Financial ReportingNew York, NY$118,700–$197,800 / yearManaging multiple organization structures for all Deloitte entities including master data maintenance, requiring in-depth communication with the US Firms' Controller, Deloitte LLP Controller, and other Lead Controllers and FP&A to continuously ensure accurate management financial reporting. As a Firm Enterprise Solutions Associate Director, Controllership on the Controllership team, you will be responsible for: Managing the multiple processes and personnel to support the global platform which enables the financial reporting of the Deloitte US entities.
Senior Compliance Officer, FCM Advisor (Vn2537) Marex Group, Plc.Senior Compliance Officer, FCM Advisor (Vn2537)New York, NY$150,000–$180,000 / yearThe depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics. Purpose of Role: Marex is seeking a Senior Compliance Officer - FCM Advisor who will provide compliance advisory services for FCM as well as related Introducing Brokers (IBs), Guaranteed Introducing Broker (GIBs), and Swap Dealers.
Director, Complex Financial Instruments Alvarez & Marsal Holdings LLCDirector, Complex Financial InstrumentsNew York, NY$160,000–$180,000 / yearDue 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. The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies address valuation issues efficiently and effectively.
Internal Sales Director Vestwell Holdings Inc.Internal Sales DirectorNew York, NY$70,000–$80,000 / yearYou will partner closely with Regional Vice Presidents, Marketing, Product, Operations, and Partner Success teams to support advisor relationships, optimize processes, and ensure that Vestwell's offerings align with client objectives. Vestwell''s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
Senior Associate, Investment Operations - Private Oaktree Capital ManagementSenior Associate, Investment Operations - PrivateNew York, NY$145,000–$165,000 / yearThe Senior Associate will be responsible for executing and supporting operational activities within the private credit deal lifecycle, and will have a strong understanding of the processes, documentation, data management, and counterparty communication required to execute transactions and administer assets post-close. Outstanding organization skills with extremely high attention to detail; Outstanding initiative and a strong work ethic; Responsible with a strong sense of dedication; Excellent interpersonal, verbal and written communication skills; Works well under pressure and with time constraints; and.
Production Services Specialist Bank of AmericaProduction Services SpecialistJersey City, New JerseyEnsures all impacts are accurately recorded and documented in the system of record, verifies documents and wikis are updated and available for use during triage, and supports on call responsibilities for incidents, the documentation of application flows, impacts during outages, the customer experience, and contacts for support needs. Identifies business impact, interprets monitors, dashboards, and logs, and writes queries to accurately calculate and communicate impacts to leadership in partnership with senior team members or specialists within Technology Services.
NewFSO - Insurance - Life & Group Transformation - Business Consulting - Senior Ernst & Young Global LtdFSO - Insurance - Life & Group Transformation - Business Consulting - SeniorNew York, NY$116,700–$194,500 / yearOur Business Transformation and Growth team helps financial services clients improve and transform their life/annuity, group benefits, and retirement services businesses in areas such as operating model redesign, process improvement, technology enablement, organizational design, M&A due diligence, and post-merger integration as clients reimagine, modernize and disrupt how they succeed in the market and create long-term, sustainable value. If 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.
Associate Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpAssociate Wealth Advisor, Schwab Wealth AdvisoryStamford, CTCoachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Investment Banking Vice President, Healthcare Services - New York MoelisInvestment Banking Vice President, Healthcare Services - New YorkNew York, NYOversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations. Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services.
Director, Platform Services ITT Inc. - English USDirector, Platform ServicesStamford, Connecticut$185,900–$296,700 / yearFull timePosition Summary: The Director of Platform Services is accountable for the strategy, architecture, governance, financial management, project delivery, operational performance, and continuous improvement of ITT’s global platform services, including enterprise cloud and hybrid infrastructure, compute, virtualization, storage, backup and recovery, database platforms, observability, automation, and core shared services as well as end-to-end hosting infrastructure including data center operations, disaster recovery, hypervisor platforms, patching, vulnerability management, and infrastructure-as-code driven automation. - Broad enterprise knowledge of global platform technologies, including Windows, Linux & iSeries server platforms, virtualization, cloud services, storage, backup and recovery, patching & vulnerability management, database platforms, disaster recovery, container platforms, monitoring and observability, automation, infrastructure as code, and hybrid operating models.
VP, Assistant General Counsel, Cybersecurity LPL Financial ServicesVP, Assistant General Counsel, CybersecurityNew York, NY$172,010–$286,752 / 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. This role will serve as the firm's lead legal advisor on cybersecurity matters and will provide strategic legal counsel on incident response, cybersecurity regulations, data security requirements, crisis management, and cyber governance activities across the broker-dealer and investment advisory operations.
Sr. Marketing Associate, B2B BettermentSr. Marketing Associate, B2BNy, NY$89,000–$99,500 / yearWorking closely with the broader Acquisition Marketing and Betterment at Work teams, you will own the day-to-day execution of campaigns and initiatives across email, social, and webinars that build brand awareness, generate leads, and nurture our pipeline of qualified prospects for our sales partners. A Day in the Life: You will help run the day-to-day marketing execution engine to generate leads and pipeline for Betterment at Work, working across email, social, webinars, content, partnerships, and events.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystShrewsbury, New JerseyOur 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. • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
Investment Product Management Associate Rockefeller Capital ManagementInvestment Product Management AssociateStamford, ConnecticutFull timeSupport ongoing post-launch product management activities across all RGIM platform product types, including modifications and enhancements to existing products; provide product ownership and expertise; manage workflow related to new subscriptions and redemptions between investor and administrator, identify and implement process improvements, respond to internal and external reporting requirements, take lead on ad hoc requests, and participate in special projects. The successful candidate will partner closely with colleagues across Distribution, Investor Services, Operations, Legal & Compliance, Finance, Portfolio Management, Trading, Performance & Risk, and external service providers to help ensure our product platform remains operationally robust, scalable, and positioned for long-term growth.
Tax Director - Tech Unicorn Kforce Inc.Tax Director - Tech UnicornNew York, NY$220,000–$280,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Manager, Service - Financial Services Hedge Funds Gerson Lehrman Group IncManager, Service - Financial Services Hedge FundsNew York, NY$90,000–$120,000 / yearAbility to take on and manage a book of existing financial services growth clients with responsibilities including end to end project management, user activation, recruitment/identification of new experts and account performance tracking. We connect global decision-makers-from hedge fund managers and private equity partners to strategy leaders at Fortune 500s-with the specific, authoritative voices required to answer their most critical questions.
Financial Services Specialist (Remote) All Financial FreedomFinancial Services Specialist (Remote)Greenwich, CTRemoteThe ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Advisor Consultant Internship - Summer 2027 Lord Abbett.comAdvisor Consultant Internship - Summer 2027Jersey City, New JerseyThe Role: The Advisor Consultant Internship is a nine-week summer experience beginning in June 2027, designed to immerse students in the fast-paced world of financial sales, marketing, and client service at one of the world’s fastest-growing asset managers. Interns will gain firsthand exposure to investment markets, products, and consultative sales strategies, while working closely with senior leaders and experienced professionals across the firm.