Business Development Director, AdvisorTarget Reach (Hybrid- NYC) BroadridgeBusiness Development Director, AdvisorTarget Reach (Hybrid- NYC)New York, New YorkThe 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.
Product Owner - Advisor Experience Guardian LifeProduct Owner - Advisor ExperienceHolmdel, NJ$95,170–$156,355 / yearUtilize analytical acumen and data analysis skills to monitor Key Performance Indicators (KPIs) for advisor-facing products, identifying trends and recommending data-driven solutions for continuous improvement. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers
Financial Solutions Advisor Registration Candidate - Chinatown-Bayard Financial Center - Bilingual Mandarin Required Bank of America CorpFinancial Solutions Advisor Registration Candidate - Chinatown-Bayard Financial Center - Bilingual Mandarin RequiredNew York, NY$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Head Of Advisor Practice Management Guardian LifeHead Of Advisor Practice ManagementNew York, NY$155,370–$255,255 / yearThis preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers The Head of Advisor Practice Management leads the design and evolution of practice management frameworks, offerings, and consultation models that help advisors grow and strengthen their businesses.
Merrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan MarketNew York, NY$36.06–$40.87 / hourResponsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.
Financial Advisor Trainee - Garden City, NY Raymond James Financial IncFinancial Advisor Trainee - Garden City, NYGarden City, NY$33,280–$70,000 / yearBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Senior HR Services Advisor Willis Towers Watson PLCSenior HR Services AdvisorStamford, CT$80,000–$90,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
NewAMP Financial Advisor Trainee - New York, NY Raymond James Financial IncAMP Financial Advisor Trainee - New York, NYNew York, NY$33,280–$80,000 / yearEducational/Previous Experience Requirements: Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments. Job Summary: Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Private Client Advisor II- Executive Coverage Bank of America CorpPrivate Client Advisor II- Executive CoverageNew York, NY$225,000–$298,300 / yearWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Massachusetts pay and benefits information Massachusetts pay range: $225,000.00 - $298,300.00 annualized salary, offers to be determined based on experience, education and skill set. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve New Jersey pay and benefits information New Jersey pay range: $225,000.00 - $298,300.00 annualized salary, offers to be determined based on experience, education and skill set.
Financial Advisor (Multiple Levels)- Greenpoint, Brooklyn The Toronto-Dominion BankFinancial Advisor (Multiple Levels)- Greenpoint, BrooklynBrooklyn, NY$66,560–$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.
Financial Advisor Associate - Bethpage, NY The Toronto-Dominion BankFinancial Advisor Associate - Bethpage, NYBethpage, NY$66,560–$99,320 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Asset & Wealth Management Program Manager, Associate JPMorgan Chase Bank, N.A.Asset & Wealth Management Program Manager, AssociateJersey City, NJFull timeThe Analyst & Associate Program Manager position plays a variety of roles including supporting junior talent, coaching, developing, managing key stakeholder relationships, and delivering on overall Program execution. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Financial Services - Customer Tax Operations and Reporting - Tax Senior Ernst & Young Global LtdFinancial Services - Customer Tax Operations and Reporting - Tax SeniorNew York, NY$81,500–$178,300 / 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.
Financial Services - Customer Tax Operations and Reporting - Tax Manager Ernst & Young Global LtdFinancial Services - Customer Tax Operations and Reporting - Tax ManagerNew York, NY$103,600–$235,300 / 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.
IT Audit, Cybersecurity & Risk Senior Consultant (SOC focus) Baker Tilly Virchow KrauseLLPIT Audit, Cybersecurity & Risk Senior Consultant (SOC focus)New York City, NY$85,910–$162,890 / yearWhat you will do: Work 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.
Senior Account Manager - Systems & Software Control Associates, Inc.Senior Account Manager - Systems & SoftwareAllendale, NJThis is your opportunity to leverage your sales expertise and industry knowledge to drive meaningful business outcomes for premier clients in the process industries while building a rewarding career with a company that's been innovating for over 90 years. How This Role Embodies Our Core Values: Customer Focus: You'll prioritize client needs and strive to exceed expectations by delivering solutions that solve real business problems and create lasting value.
Tax Manager, Legal Entity Management Deloitte Touche Tohmatsu LtdTax Manager, Legal Entity ManagementNew York, NY$144,600–$274,750 / yearAt Deloitte Tax LLP, our TTC practice helps tax and legal departments pursue a streamlined, transparent, and efficient tax and legal functions that enhance the core responsibilities of compliance, reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. As a Manager in Legal Entity Management, your focus will be enabling our clients annual governance process with an emphasis on United States compliance, you will also support the review of governance structures, assessments of corporate documents and management of corporate data.
Manager, Oracle Implementation - Tax Technology Consulting Deloitte Touche Tohmatsu LtdManager, Oracle Implementation - Tax Technology ConsultingNew York, NY$116,175–$237,375 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Senior Manager-- Finance and Accounting BPO/Managed Services Baker Tilly Virchow KrauseLLPSenior Manager-- Finance and Accounting BPO/Managed ServicesNew York City, NY$63,300–$220,830 / yearBaker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston.
Tax Manager - Private Wealth Baker Tilly Virchow KrauseLLPTax Manager - Private WealthNew York City, NY$126,500–$166,300 / yearBaker 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. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.