Commercial Real Estate Lending Transactor – Assistant Vice President Morgan StanleyCommercial Real Estate Lending Transactor – Assistant Vice PresidentPurchase, New York$85,000–$140,000 / yearAssist the SLT in efficiently managing the transaction cycle through final credit approval, documentation, closing and initial funding of the transaction ensuring timely coordination with all parties involved including credit risk, financial advisors, private bankers, loan operations, compliance, in-house and external legal counsel and any other party who is, or should be, involved in the specific transaction. We are seeking a high potential Commercial Real Estate Lending Transactor (AVP) to help grow and manage the Ultra High Net Worth (“UHNW”) Commercial Real Estate (“CRE") lending platform serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM.
Financial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGE Ernst & Young Global LtdFinancial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGENY$104,600–$191,600 / 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.
Relationship Manager III - Middle Market Lending, Northern NJ Provident Financial Services IncRelationship Manager III - Middle Market Lending, Northern NJParamus, NJ$146,000–$239,800 / yearThe role serves clients across a diverse range of industry verticals, including Food & Beverage, Transportation & Logistics, Manufacturing, Distribution & Wholesale, Business Services, Heavy Contractors, Consumer & Retail, and Not-for-Profit organizations. This role focuses on business development, relationship management, credit quality, and risk mitigation while delivering a full banking relationship through the cross‑sale of depository, Treasury Management, Wealth Management, and other commercial products.
Relationship Manager III- Middle Market, NYC, Long Island Provident Financial Services IncRelationship Manager III- Middle Market, NYC, Long IslandNew York, NY$146,000–$239,800 / yearThe role serves clients across a diverse range of industry verticals, including Food & Beverage, Transportation & Logistics, Manufacturing, Distribution & Wholesale, Business Services, Heavy Contractors, Consumer & Retail, and Not-for-Profit organizations. This role focuses on business development, relationship management, credit quality, and risk mitigation while delivering a full banking relationship through the cross‑sale of depository, Treasury Management, Wealth Management, and other commercial products.
Relationship Manager Iii- Middle Market, Nyc, Long Island Provident Financial ServicesRelationship Manager Iii- Middle Market, Nyc, Long IslandNew York, NY$146,000–$239,800 / yearThe role serves clients across a diverse range of industry verticals, including Food & Beverage, Transportation & Logistics, Manufacturing, Distribution & Wholesale, Business Services, Heavy Contractors, Consumer & Retail, and Not-for-Profit organizations. This role focuses on business development, relationship management, credit quality, and risk mitigation while delivering a full banking relationship through the cross‑sale of depository, Treasury Management, Wealth Management, and other commercial products.
Business Development Director, AdvisorTarget Reach (Hybrid- NYC) Broadridge Financial Solutions IncBusiness Development Director, AdvisorTarget Reach (Hybrid- NYC)NY$155,000–$175,000 / yearThe Role: The Director - Business Development for AdvisorTarget Reach will be responsible for engaging with Ad Agencies that represent our target clientele and for collaborating with Broadridge sales teams that engage with buyers in our target markets. More specifically, this role will be responsible for the following: Lead business development efforts with Ad Agencies that represent asset managers, wealth managers, brokerages, the investor relations departments of public companies and any other financial services companies.
Associate UX Designer - Client Platform Morgan StanleyAssociate UX Designer - Client PlatformPurchase, NY$58,000–$115,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. 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.
Associate UX Designer – Client Platform Morgan StanleyAssociate UX Designer – Client PlatformPurchase, New York$58,000–$115,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. 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.
International Wealth Management (IWM) Strategy, Vice President Morgan StanleyInternational Wealth Management (IWM) Strategy, Vice PresidentNew York, New York$110,000–$190,000 / yearInternational Wealth Management (IWM) is a division within Morgan Stanley Private Wealth Management (PWM) that focuses on overseeing the business and key strategic efforts focused on servicing International clients (i.e., clients residing outside the US, and booking assets at Morgan Stanley Smith Barney). 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.
International Wealth Management (Iwm) Strategy, Vice President Morgan StanleyInternational Wealth Management (Iwm) Strategy, Vice PresidentNew York, NY$110,000–$190,000 / yearInternational Wealth Management (IWM) is a division within Morgan Stanley Private Wealth Management (PWM) that focuses on overseeing the business and key strategic efforts focused on servicing International clients (i.e., clients residing outside the US, and booking assets at Morgan Stanley Smith Barney). 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.
NewJPMorgan Private Client Relationship Manager - New York, NY JPMorgan Chase Bank, N.A.JPMorgan Private Client Relationship Manager - New York, NYNew York, NYFull timeBuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
NewSr. Manager, Marketing Compliance BettermentSr. Manager, Marketing ComplianceNew York, NY$160,000–$180,000 / yearManage and oversee the daily review of marketing materials and social media related to investment advisory and broker-dealer products to ensure adherence to SEC Rule 206(4)-1, FINRA 2210, Reg DD and other applicable regulations. We offer a competitive suite of benefits , including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options.
J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NYRockville Centre, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Private Wealth Client Associate Bank of America CorpPrivate Wealth Client AssociateNew York, NY$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
NewAsset & 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.
Director of Engineering, Enterprise Products Docupace Technologies, IncDirector of Engineering, Enterprise ProductsNYThis service processes wealth management documents at scale, orchestrates regulated workflows for account opening and advisor transitions, enforces WORM compliance, and integrates Docupace with the industry's major custodians and data providers. You will build and lead high-performing engineering teams, own cross-functional relationships with Product, Compliance, and executive stakeholders, and make the architectural and organizational decisions that determine how Docupace scales over the next decade.
NewJ.P. Morgan Wealth Management - Executive Director, AI Transformation & Strategic Execution Lead JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, AI Transformation & Strategic Execution LeadNew York, NYFull timeOperating in a highly matrixed environment, you will architect a dynamic portfolio of AI initiatives, challenge the status quo, and uncover ambitious, high-impact opportunities that deliver measurable outcomes and best-in-class experiences for our clients and advisors. You will serve as a trusted advisor to senior leaders, translating complex data and competing priorities into compelling, data-driven narratives that drive alignment, secure buy-in, and inspire action.
Digital Client Experience & Platforms - Product Owner, AVP Morgan StanleyDigital Client Experience & Platforms - Product Owner, AVPNew York, NY$85,000–$140,000 / yearIn this role, you will have the opportunity to showcase your expertise bringing successful B2C products to market with engaging consumer-facing experiences, strong knowledge of wealth management, financial planning, and investment advisory programs, and proven track record of creating and delivering innovative digital wealth management solutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution.
Business Development Associate Stifel Financial CorpBusiness Development AssociateNYStifel 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. The Business Development Associate is responsible for focusing on increasing Stifel''s revenue through the identification and establishment of new business broadly based in products and services offered by the Firm.
Finance Manager Roc Nation Sports LLCFinance ManagerNY$108,000–$135,000 / yearThe right person is a high-energy problem solver, has a can-do mindset, organized, detail-obsessed, and thrives in a fast-paced environment with a high volume of clients and moving parts. For this reason, Roc Nation will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant consistent with its legal obligations to do so, including reasonable accommodations related to pregnancy in accordance with applicable local, state and / or federal law.
Senior Account Manager - Financial Services Guidepoint GlobalSenior Account Manager - Financial ServicesNew York, NY$100,000–$120,000 / yearWe support all of Guidepoint's service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request.
Director of Family Office Services Silvercrest Asset Management GroupDirector of Family Office ServicesNew York, New YorkCompany Description: Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. Job Objective: The Director of a Family Office Services plays a strategic leadership role in overseeing the delivery of comprehensive wealth management and family office services to ultra-high-net-worth and high-net worth families.
Senior Product Marketing Manager Robinhood Markets IncSenior Product Marketing ManagerNew York, NY$166,000–$195,000 / yearWhat you'll do Build and implement go-to-market (GTM) strategies and evergreen marketing campaigns to support product and feature launches Develop differentiated and compelling messaging informed by market insights, customer research, and product expertise Drive growth performance through data-backed marketing strategy, A/B testing, and a deep understanding of acquisition economics Collaborate closely with internal partners and senior leadership to align on goals and evaluate marketing impact Serve as a strategic advisor to product teams, helping inform roadmaps and product improvements based on user insights. What you bring Strong communication and relationship-building skills across various levels and functions Experience in consumer-facing marketing or product roles, ideally in tech or financial services Fluency in marketing channels such as paid media, lifecycle, performance, and social Comfort working in fast-paced, highly regulated environments Ability to break down complex ideas into clear, accessible messaging for a broad audience Familiarity with AI tools to enhance work efficiency Strong analytical skills, including experience with testing methodologies like A/B testing.
Investment Advisory Discretionary Solutions Manager Citigroup Inc.Investment Advisory Discretionary Solutions ManagerNew York, NY$170,000–$300,000 / yearThe Investment Advisory Programs team are responsible for proactively enhancing our Investment Advisory Programs by continually evaluating our offering, in terms of investment products and Programs to both Citi Wealth Financial Advisors/Investors and ultimately to their clients. Must possess vision and passion for the transformation of the Citi Wealth Investment Advisory Programs; thought leadership, expertise in understanding trends in the fee-based programs industry, best practices and a perspective on how to enhance current state.
Product Director [Multiple Positions Available] JPMorgan Chase Bank, N.A.Product Director [Multiple Positions Available]New York, NYFull timeSkills Required: This position requires seven (7) years of experience with the following: financial products, markets, and regulations relevant to private banking and wealth management; developing and implementing long- term strategies that align with a bank's goals and market opportunities; translating high-net-worth individuals' needs and preferences relating to their banking, investment, and wealth management experiences into product features and services that enhance the customer experience and drive business growth; performing data analysis to assess product performance, identify trends, and make data-driven decisions; managing product delivery projects end-to-end including planning, execution, and coordination with cross-functional teams; presenting strategies to and collaborating with stakeholders; working with financial technology (FinTech) and digital banking platforms; liaising with design, IT, development, data, and operations teams; developing program support across non- technology teams including field engagement and adoption, client service, legal, compliance, and risk; and defining and tracking KPIs, OKRs, and product and program adoption and usage metrics. The employer will alternatively accept a Bachelor's degree in Business Administration, Finance, Engineering (any), or related field of study in Business Administration, Finance, Engineering (any), or related field of study plus 10 years of experience in the job offered or as Product Director, Product Manager, Wealth Management Consultant, or related occupation or as Product Director, Product Manager, Wealth Management Consultant, or related occupation.
Angular UI Developer (49765) Incedo IncAngular UI Developer (49765)NJYou should also have experience in working with state management libraries like Redux and MobX.Roles & Responsibilities: Strong proficiency in JavaScript, including DOM manipulation & java script object model. Role Description: As a Technical Lead - Front End - Angular at Incedo, you will be responsible for developing user interfaces using Angular.
Angular UI Developer (49766) Incedo IncAngular UI Developer (49766)NJYou should also have experience in working with state management libraries like Redux and MobX.Roles & Responsibilities: Strong proficiency in JavaScript, including DOM manipulation & java script object model. Role Description: As a Technical Lead - Front End - Angular at Incedo, you will be responsible for developing user interfaces using Angular.
Angular UI Developer (49763) Incedo IncAngular UI Developer (49763)NJYou should also have experience in working with state management libraries like Redux and MobX.Roles & Responsibilities: Strong proficiency in JavaScript, including DOM manipulation & java script object model. Role Description: As a Technical Lead - Front End - Angular at Incedo, you will be responsible for developing user interfaces using Angular.
Senior Trustee Consultant LPL Financial ServicesSenior Trustee ConsultantNew York, NY$68,083–$113,403 / 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.
Digital Banking Product Owner, Vice President Morgan StanleyDigital Banking Product Owner, Vice PresidentNY$110,000–$190,000 / yearWM Platforms consists of nine sub-teams including: • Field Experience & Platforms • Digital Client Experience & Platforms • Workplace Platforms • Automation & Workflow Solutions • Digital Trading & Investing • UX Design & Research • Strategy & Execution • Business Control & Support • and the Chief Operating Office. 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.
NewJPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine JPMorgan Chase Bank, N.A.JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning EngineNew York, NYFull timeDefine 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.
MSFO Investment Officer - Private Markets; Global Investment Office, Vice President Morgan StanleyMSFO Investment Officer - Private Markets; Global Investment Office, Vice PresidentNew York, NY$115,000–$205,000 / yearOur 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. Morgan Stanley Family Office ("MSFO") group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
MSFO Investment Officer - Capital Markets; Global Investment Office, Vice President Morgan StanleyMSFO Investment Officer - Capital Markets; Global Investment Office, Vice PresidentNew York, NY$115,000–$205,000 / yearOur 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. Morgan Stanley Family Office ("MSFO") group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
Msfo Investment Officer - Private Markets; Global Investment Office, Vice President Morgan StanleyMsfo Investment Officer - Private Markets; Global Investment Office, Vice PresidentNew York, NY$115,000–$205,000 / yearOur 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. Morgan Stanley Family Office ("MSFO") group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
Msfo Investment Officer - Capital Markets; Global Investment Office, Vice President Morgan StanleyMsfo Investment Officer - Capital Markets; Global Investment Office, Vice PresidentNew York, NY$115,000–$205,000 / yearOur 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. Morgan Stanley Family Office ("MSFO") group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
Head of OCIO Insurance - Global Investment Office, Executive Director Morgan StanleyHead of OCIO Insurance - Global Investment Office, Executive DirectorNY$175,000–$265,000 / yearOur 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 whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Deep working knowledge of insurance regulatory capital and reporting frameworks (e.g., NAIC/RBC, statutory accounting; plus exposure to Bermuda/Solvency II/IFRS as relevant), and ability to translate constraints into portfolio construction and tradeoffs.
Head Of Ocio Insurance - Global Investment Office, Executive Director Morgan StanleyHead Of Ocio Insurance - Global Investment Office, Executive DirectorNew York, NY$175,000–$265,000 / yearOur 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. Deep working knowledge of insurance regulatory capital and reporting frameworks (e.g., NAIC/RBC, statutory accounting; plus exposure to Bermuda/Solvency II/IFRS as relevant), and ability to translate constraints into portfolio construction and tradeoffs.
Managing Director, Venture Banking Stifel Financial CorpManaging Director, Venture BankingNYStifel 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. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors.
Managing Director, Venture & Growth Stage Lending Stifel Financial CorpManaging Director, Venture & Growth Stage LendingNYStifel 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. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors.
Managing Director, Syndications Stifel Financial CorpManaging Director, SyndicationsNew York, NYDevelop a strong understanding of the broader Stifel platform, including Investment Banking, Wealth Management, Fixed Income Capital Markets, and Commercial Banking, and identify opportunities to deepen client and institutional relationships across the firm. In joining Stifel''s Venture Banking team, a Managing Director, Syndications is responsible for leading the syndication strategy and execution for venture debt transactions while supporting the continued growth and scalability of the Venture Banking platform.
Morgan Stanley Family Office - MSFO Client Coverage, Vice President Morgan StanleyMorgan Stanley Family Office - MSFO Client Coverage, Vice PresidentNew York, New York$110,000–$190,000 / yearAs a strategic partner to the Advisors, Family Office Client Coverage drives the response to complex client requests and navigates the Firm’s organization to deliver the best solution across topics as varied as investment management, asset administration, family governance, estate planning, family office operations, or wealth education to name a few. 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.
Global Account Manager (Remote, Northeast) Dynatrace IncGlobal Account Manager (Remote, Northeast)New York City, NYRemote$166,000–$207,000 / yearFederated Leadership: You have previously stood as a primary account manager or team leader for a large, globally federated enterprise working with multiple business units (influencing governance and policy is a massive plus!). Global Account Ownership: Manage the growth, adoption, and overall health of the Dynatrace platform within assigned accounts on a global scale, collaborating closely with local sales, engineering, and support teams across various GEOs.
Business Group Manager - Citi Investment Management , Senior Vice President Citigroup IncBusiness Group Manager - Citi Investment Management , Senior Vice PresidentNew York, NY$176,720–$265,080 / yearCiti Investment Management ("CIM") is uniquely positioned within Citi Wealth's Investment Solutions group to offer global and regional-focused equity, fixed income and multi-asset class discretionary and advisory investment strategies with ability to customize according to clients' individual risk and return parameters, liquidity requirements, and other preferences. Additionally, this individual will act as a critical bridge and subject matter expert during a major transitional phase, supporting the migration of products, quantitative models, and capabilities to our partner platform Citi Portfolio Solutions powered by BlackRock ("CxB").
Institutional Client Specialist, Associate/AVP - Utah Morgan StanleyInstitutional Client Specialist, Associate/AVP - UtahNew York, New York$70,000–$115,000 / yearOnboard new institutional clients, which includes understanding their complex entity structure, facilitation of contract creation and signatures, and managing multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments, 3rd Party Custodians, and Family Office needs. 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.
NewTax Manager JobotTax ManagerGreat Neck, NY$120,000–$160,000 / yearFounded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Sr. Client Associate, Latin America Private Banking & Wealth Management Brown Brothers Harriman & CoSr. Client Associate, Latin America Private Banking & Wealth ManagementNY$100,000–$120,000 / yearRisk Management & Administration: Exercise sound, professional judgment on behalf of clients, while avoiding risks to the firm and demonstrating 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, and completing documentation and written records of meetings and discussions. 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.
Senior Project Manager, Neuberger Wealth Neuberger BermanSenior Project Manager, Neuberger WealthNew York, NY$150,000–$180,000 / yearLead the design and development of a comprehensive, forward-looking operating model that integrates process improvements, technology enablement, and organizational efficiencies - establishing clearly defined future-state workflows, KPIs, and measurable success criteria to guide execution and accountability. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
Digital Experience Product Owner, Vice President Morgan StanleyDigital Experience Product Owner, Vice PresidentPurchase, NY$110,000–$190,000 / yearWM Platforms consists of ten sub-teams including: • Field Experience & Platforms • Digital Client Experience & Platforms • Workplace Platforms • Automation & Workflow • Digital Trading & Investing • Generative AI • UX Design & Research • Strategy & Execution • WM Platforms Risk • and the Chief Operating Office. 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.
Fund Accountant Opto Investments incFund AccountantNew York, NY$90,000–$110,000 / yearYour Day-to-Day will include: Assist with the quarterly NAV close and financial statement process, reviewing administrator workpapers and reconciliations to ensure accuracy and compliance with U.S. GAAP and Limited Partnership Agreements, including: Reconciliations of P&L, cash, capital, and investment positions. Opto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale.
NewFounders and Tech Executive Tax Senior Manager Withum Smith+Brown, PCFounders and Tech Executive Tax Senior ManagerWhippany, NJ$135,000–$230,000 / yearJob Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. This Tax Senior Manager role will be based out of one of our Los Angeles, CA, Orange County, CA, San Francisco, CA, San Ramon, CA, San Diego, CA, New York, NY, or Whippany, NJ offices.