Client Reporting Product Owner - Vice President Morgan StanleyClient Reporting Product Owner - Vice PresidentPurchase, NY$110,000–$190,000 / 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. The Advisor Platforms team is focused on transforming Morgan Stanley's core Advisor Desktop applications that enable Advisors and their teams to effectively manage their clients' financial and demographic data.
Financial Advisor-Stamford, CT (Multiple-Levels) TD BankFinancial Advisor-Stamford, CT (Multiple-Levels)Stamford, ConnecticutEnsures 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.
NewManager / Director Transaction Services (M&A) Kforce Inc.Manager / Director Transaction Services (M&A)New York, NY$125,000–$200,000Run multiple and challenging Transaction Advisory Services engagements (financial due diligence), participating in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers. Responsibilities Include: Manager/Director Transaction Services will lead buy - side diligence, sell - side diligence, working capital assistance, merger integration and optimization, divestitures and carve outs, and valuation services.
Sr Principal Consultant - Financial Services - NetSuite Advanced Customer Support (ACS) - Managed Services Oracle CorpSr Principal Consultant - Financial Services - NetSuite Advanced Customer Support (ACS) - Managed ServicesNY$93,900–$143,900 / yearOracle NetSuite''s Advanced Customer Support (ACS) team is seeking a seasoned consultant with expertise supporting Financial Services organizations, including Consumer & Commercial Financial Services firms, specialty finance organizations, lending institutions, payment and financial technology providers, wealth and asset management firms, Investment Banks, Private Equity firms, venture capital organizations, and other financial institutions. As part of the ACS team, this role will help Financial Services customers optimize NetSuite across core financial management and accounting processes, including multi-subsidiary and multi-currency operations, financial close, budgeting, tax management, cash application, bank reconciliation, revenue recognition, compliance, regulatory and investor reporting, and financial analytics.
Student Financial Services Specialist Barnard CollegeStudent Financial Services SpecialistNew York City, NY$70,000–$75,000 / yearServe as a point person for HEOP/CSTEP Programs: Determine eligibility for prospective HEOP students during Early Decision (ED) and Regular Decision (RD) cycles; provide support and counseling to all assigned HEOP and CSTEP students, and assist the OP Office as needed. The position ensures compliance with federal, state, and institutional policies, delivers high-quality customer service and assists in piloting emerging service technologies, including AI-driven solutions, to continuously improve service delivery and response times.
Customer Success Manager, Financial Services - High Growth AlphaSense, Inc.Customer Success Manager, Financial Services - High GrowthNew York, NY$80,000–$95,000 / yearWe are looking for a CSM who thrives in a structured environment, loves a good playbook, and possesses the "grit" to navigate a high-volume portfolio of ~50 accounts while maintaining high-touch quality and technical authority. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets.
Director of Revenue Engagement- Anesthesia- Patient Financial Services-Corporate 42nd Street -Full-Time Days Mount Sinai Health SystemDirector of Revenue Engagement- Anesthesia- Patient Financial Services-Corporate 42nd Street -Full-Time DaysNew York, NY$139,748–$209,622 / yearMount Sinai advances health for all people, everywhere, by taking on the most complex health care challenges of our time - discovering and applying new scientific learning and knowledge; developing safer, more effective treatments; educating the next generation of medical leaders and innovators; and supporting local communities by delivering high-quality care to all who need it. We are consistently ranked by U.S. News & World Report's Best Hospitals, receiving high "Honor Roll" status, and are highly ranked: No. 1 in Geriatrics, top 5 in Cardiology/Heart Surgery, and top 20 in Diabetes/Endocrinology, Gastroenterology/GI Surgery, Neurology/Neurosurgery, Orthopedics, Pulmonology/Lung Surgery, Rehabilitation, and Urology.
Client Service Associate Redshift Recruiting LLCClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Sales Support Associate Cetera InvestorsSales Support AssociateWestbury, New YorkAbout Cetera Investors and Cetera Financial Group Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. " Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , First Allied Securities and Summit Brokerage Services .
Cash Management Client Service - Associate SMBCCash Management Client Service - AssociateNew York, NY$80,000–$105,000 / yearSMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.
Capital Markets Client Service Associate - Vn2872 Marex Group, Plc.Capital Markets Client Service Associate - Vn2872New York, NY$125,000–$145,000 / yearThe primary function initially will be to provide the numerous Capital Markets trading desks with a central point of contact for onboarding, working closely with the various control and support functions that support onboarding, such as legal, credit, compliance and of course the KYC/onboarding team. Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets.
Constituent Services Associate New York State Thruway AuthorityConstituent Services AssociateWhite Plains, NYCuriosity, willingness to learn, excellent research and writing skills, empathetic demeanor, attention to detail, patience, and listening and problem-solving skills are a must, as is timely and accurate recordkeeping and reporting. The Associate will have responsibility for attending meetings and events with the Senator or on the Senator's behalf, as well as helping with written work, and planning and assisting with office and community events.
Industrials & Services Analyst – IB Career Launch AIIndustrials & Services Analyst – IBNew York, NY$100,000–$150,000A leading middle-market or bulge-bracket investment bank may seek an Industrials & Services Analyst to support financial modeling, deal execution, and client deliverables for companies in the industrials, manufacturing, logistics, business services, and related sectors. This Industrials & Services Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
Business Enablement & Transformation Services Lead Technical Program Manager JPMorgan Chase & CoBusiness Enablement & Transformation Services Lead Technical Program ManagerJersey City, NJUses enterprise-authorized AI capabilities within the work environment to accelerate program planning and risk synthesis (e.g., consolidating inputs into integrated plans, RAID, and executive-ready updates), validating outputs and handling data according to sensitivity requirements. We manage and maintain the connective tissue between our strategy and goals across the FS portfolio of platforms, technical services and experience products and accomplish this by engaging and supporting our firmwide stakeholders and colleagues.
Director of Dining Services New York, NY Compass Group North AmericaDirector of Dining Services New York, NYNew York, NY$95,000–$105,000 / yearThe ideal candidate is a strategic, hands-on leader with a passion for food service excellence, team development, and creating a welcoming dining experience for students, faculty, and guests. But we don't stop at just foodservice - we take it to the next level by offering cutting-edge nutrition education programs that empower students to make smart, healthy choices daily.
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.
Clearing Associate Interactive Brokers Group IncClearing AssociateGreenwich, CTGiven IBKR's global footprint, breadth of product offering, and passion for technology and automation; the Clearing Department presents a unique opportunity to learn many facets the brokerage business and offers the candidate exciting potential for growth. If you are enthusiastic about the financial markets, enjoy problem solving, working with sophisticated computer systems and their developers, and are looking to be a difference maker in a growing company, we welcome your application.
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.
Stock Loan Operations Associate Interactive Brokers Group IncStock Loan Operations AssociateGreenwich, CTIf you are enthusiastic about the financial markets, enjoy problem-solving and working with sophisticated computer systems and their developers, and want to be a difference maker in a growing company, we welcome your application. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories.
Associate UX Designer – Client Platform Morgan StanleyAssociate UX Designer – Client PlatformPurchase, New YorkWM 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.
Financial Institutions Group (FIG) Analyst Career Launch AIFinancial Institutions Group (FIG) AnalystNew York, NY$100,000–$150,000These roles are ideal for candidates looking to combine rigorous analytical work with exposure to M&A, capital markets, and strategic advisory for banks, insurance companies, asset managers, fintechs, and specialty finance firms. A leading middle-market or bulge-bracket investment bank may seek a FIG Analyst to support transactions, financial modeling, research, and client deliverables for financial institutions.
Head of Financial Reporting Michael Page InternationalHead of Financial ReportingNew York, New York$200,000–$250,000 / yearFull timeMaintain and strengthen internal controls over financial reporting (SOX compliance).Partner with senior finance leadership, risk, legal, and operations teams on key initiatives and regulatory matters. What's On OfferThis is a highly visible leadership role offering the opportunity to shape and enhance a firm's financial reporting and regulatory framework.
Infrastructure Services Delivery Engineer (4pm-12am EST Shift) The Depository Trust & Clearing CorpInfrastructure Services Delivery Engineer (4pm-12am EST Shift)Jersey City, NJIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion.
Head Of Corporate Shared Services Technology, MD (C16) Citigroup Inc.Head Of Corporate Shared Services Technology, MD (C16)New York, NY$250,000–$500,000 / yearIt is responsible for all non-client-facing operations, including- Cash Services (Payroll & Supplier Strategy, Cash Management, Bank Network Management, Payment Controls & Processing Risk and Client Asset Oversight), as well as Balance sheet substantiation and Reconciliation, Non-Financial. We provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
Head of Corporate Shared Services Technology, MD (C16) Citigroup IncHead of Corporate Shared Services Technology, MD (C16)New York, NY$250,000–$500,000 / yearIt is responsible for all non-client-facing operations, including - Cash Services (Payroll & Supplier Strategy, Cash Management, Bank Network Management, Payment Controls & Processing Risk and Client Asset Oversight), as well as Balance sheet substantiation and Reconciliation, Non-Financial. We provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
Pricing and Risk Analytics Sales Rep Enterprise Data Sales Bloomberg Financial Solutions Bloomberg LPPricing and Risk Analytics Sales Rep Enterprise Data Sales Bloomberg Financial SolutionsNew York, NY$185,000–$250,000 / yearAnd, to ensure the best experience for our 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are. From our high-quality evaluated pricing data for fixed income and derivatives (BVAL), to innovative predictive analytics and liquidity management solutions (LQA), Bloomberg demonstrates a commitment to partnering with our clients.
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.
Interim Associate, Accounting Advisory Services BDO USA PCInterim Associate, Accounting Advisory ServicesNY$30–$60 / hourThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Audit Advisor - Assurance - Audit Services - Manager - Multiple Positions - 1716290 Ernst & Young Global LtdAudit Advisor - Assurance - Audit Services - Manager - Multiple Positions - 1716290New York, NYIf 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, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com. Provide accounting insights to clients in a clear and concise manner, including insights into complex accounting issues such as revenue recognition, share-based compensation, business combinations and internal controls.
Director - Family Office Accounting Services (CPA Firm) PKFOD CareersDirector - Family Office Accounting Services (CPA Firm)New York, New York$100,000–$150,000 / yearEvaluate and implement accounting software and workflow tools within the Family Office Services practice, leveraging deep knowledge of platforms such as Sage Intacct, QuickBooks Online, and NetSuite while actively exploring and adopting emerging solutions — including AI-driven asset management platforms (e.g., Asseta.ai), Engage with and develop fluency in next-generation platforms such as Asseta.ai for real estate and investment asset tracking — an opportunity to help shape how PKF O’Connor Davies delivers cutting-edge family office services; prior Asseta.ai experience is a plus, not a prerequisite.
Financial Consultant Popular IncFinancial ConsultantNew York, NY$62,400–$64,350 / yearIn this position, you will: • Evaluate customers relative to financial needs, current holdings, and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation. • Pro-actively seek information from prospects and clients to understand possible changing situations, needs, and desired benefits and evaluate product or service alternatives.
Strategic Client Management - Senior Coverage Officer (Vice President/ Associate) Morgan StanleyStrategic Client Management - Senior Coverage Officer (Vice President/ Associate)New York, New YorkOur 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. The team focuses on identifying opportunities to leverage relationships across Wealth Management (MSWM), Institutional Securities (ISG), and Investment Management (MSIM) to enhance client outcomes while driving revenue and asset growth.
NewOperations Support Services Apprentice Crum & Forster Holdings Corp.Operations Support Services ApprenticeMORRISTOWN, NJClaims & Underwriting Operational Services - Partners with claims, underwriting and finance professionals in property and casualty claims / underwriting / premium receivables departments to assist with the timely resolution of support matters, which may include: Properly documenting files / service requests, including notes and diaries; Reviews and processes payment requests for proper billing and coding; Assists with claim and/or underwriting document preparation for reporting and reviews; Data and Information Management - Maintains accurate records and information management, such as: Prepares, generates and reviews daily/monthly/quarterly and ad hoc reports using the most effective technology; Updates data discrepancies identified in reports and systems; Uses management information data to prepare line of business or financial reports; Prepares operational reports for claim and underwriting professionals and managers; Accurately documents pending and completed work activities using appropriate systems. Training: Phase 1: The employee will spend approximately 6 to 9 months training with hands-on experience handling and processing insurance transactions in Seneca's production claims, financial and underwriting systems and during this phase of the training curriculum the employee will be required to attain the Associate in Risk Management (ARM) designation by passing the exams of following online insurance industry courses through self-study: ARM 400: Risk in an Evolving World.
Internal Sales Associate (January 2027 Class) Franklin TempletonInternal Sales Associate (January 2027 Class)Stamford, FloridaWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
Assoc. Private Client Advisor KeyCorpAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
NewRelationship Advisor II- Fintech First Citizens BankRelationship Advisor II- FintechNew York, New York$73,500–$98,000 / yearFull timeFirst Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.
Senior Associate, Financial Planning & Analysis Gemini Trust Company LLCSenior Associate, Financial Planning & AnalysisNew York, NY$92,400–$132,000 / yearPartner with Product, Corporate Development, Strategy, Accounting, and Treasury to translate strategic plans into financial plans, monitor performance against plans, and drive ongoing enhancements in revenue planning, expense management, cash flow forecasting, and capital management. Analyze current and historical performance of key metrics to build impactful KPI presentations; translate financial analysis into actionable insights for strategic planning, cash flow management, financing, and Board meetings.
Head of Financial Crime Compliance (FCC) Capgemini SEHead of Financial Crime Compliance (FCC)New York, NY$225,000–$275,000 / yearIt delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem. This is a client-facing leadership role responsible for shaping FCC Advisory + Data + Technology + Managed Services engagements, spanning AML, KYC, sanctions, fraud, and transaction monitoring across the full lifecycle.
NewRegulatory Reporting Associate AxelonRegulatory Reporting AssociateJersey City, NJ$34.71–$45 / hourA successful Regulatory Reporting Associate should have: 5+ years of experience working in the Broker Dealer Industry, preferably experience working with 15c3-1, 15c3-3 Customer Reserve, and FCM regulatory reporting inclusive of CFTC filings. Collaborate with internal teams to gather, analyze, and verify data for reporting purposes.
Consultant, Financial Services (Private Equity) 360pi (Inactive)Consultant, Financial Services (Private Equity)NY$88,000–$121,000 / yearTogether with supporting client services team members, drive your assigned client(s) engagement and utilization of contracted resources (consulting hours, platform access, survey credits, and custom projects) to maximize return on investment, and provide an opportunity to expand relationships beyond existing parameters. Your focus will be on servicing a core set of dynamic, high-performing financial services clients, acting as the day-to-day point of contact, engagement lead, and project manager - with a north star of serving as a trusted adviser delivering strategic insights to inform their investment decisions.
Enterprise Account Executive - Financial Services Anaplan IncEnterprise Account Executive - Financial ServicesNew York City, NY$138,000–$188,000 / yearExtensive experience selling complex SaaS solutions (enterprise resource planning, supply chain management and/or human capital management) into Fortune 2000 companies. Should you have any doubts about the authenticity of an email, letter or telephone communication purportedly from, for, or on behalf of Anaplan, please send an email to people@anaplan.com before taking any further action in relation to the correspondence.
Manager of Actuarial Services VNS HealthManager of Actuarial ServicesNew York, NY$109,900–$146,500 / yearWe're one of the largest nonprofit home- and community-based health care organizations in the country, and today, more than 11,500 team members work together to make a difference in the lives of more than 99,000 patients and members on any given day. Serves as the actuarial project lead for all regulatory entities, including the Centers for Medicare & Medicaid Services (CMS), National Association of Insurance Commissioners (NAIC), Department of Health (DOH), rate reviewers, auditors, and other regulatory agencies.
Associate Director,Head of Library Electronic & Digital Services Molloy CollegeAssociate Director,Head of Library Electronic & Digital ServicesRockville Centre, NY$85,000–$100,000 / yearEnsures the financial stability and accessibility for the overall library and EDS departments by: Partnering with the University Librarian toward developing and implementing strategic initiatives and goals, working in close collaboration in terms of overall library budgeting, policy, operations, and staff. In addition, the Associate Director oversees electronic and digital products and services (EDS), including the library's website as well as personnel within Electronic Resources, Archives and Special Collections, and Access Services.
Human Resources Business Partner Director - Commercial, Wealth and Institutional Services M&T Bank CorpHuman Resources Business Partner Director - Commercial, Wealth and Institutional ServicesNew York, NY$188,800–$314,600 / yearSuccess in the role will be accomplished by effectively leading a team of HRBPs, across multiple business lines/geographies, and partnering with HR COEs to drive workforce planning, succession, capability building, performance, and organizational effectiveness that translate into measurable business results. Overview: The HR Business Partner (HRBP) Director is senior strategic advisor to executive leadership, accountable for aligning people strategy to business objectives and delivering enterprise‑level talent outcomes: right talent, in the right roles, with the right skills-now and for the future.
Senior Associate, Financial Due Diligence KPMG International CooperativeSenior Associate, Financial Due DiligenceNY$90,630–$184,920 / yearCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewDining Services Director Compass Group USA IncDining Services DirectorWatchung, NJ$80,000–$85,000 / yearJob Summary: The Director of Dining Services is the strategic business leader of the community's food and beverage/culinary operation ensuring resident and client satisfaction by providing a consistently high-quality product and best-in-class hospitality, while also meeting financial goals and driving a positive work environment. Business and Financial Competence: Understanding market dynamics, enterprise level objectives and important aspects of Compass Community Living's business to accurately diagnose strengths and weaknesses, anticipate opportunities and risks, identify issues, and develop strategies and plans.
NewDirector Dining Services Compass Group USA IncDirector Dining ServicesJersey City, NJ$80,000–$85,000 / yearJob Summary: The Director of Dining Services is the strategic business leader of the community's food and beverage/culinary operation ensuring resident and client satisfaction by providing a consistently high-quality product and best-in-class hospitality, while also meeting financial goals and driving a positive work environment. Business and Financial Competence: Understanding market dynamics, enterprise level objectives and important aspects of Compass Community Living's business to accurately diagnose strengths and weaknesses, anticipate opportunities and risks, identify issues, and develop strategies and plans.
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate JPMorgan Chase Bank, N.A.Product Designer, Advisor Experience - Private Bank Digital, Senior AssociateNew York, NYFull timeIn this role, you will be at the forefront of redefining how advisors interact with digital products and services-delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex financial journeys. If you are passionate about experience design, eager to deliver transformative solutions, and ready to make a lasting impact on the future of private banking, we invite you to join our global design team to help define the next era of digital experiences.
Client Accounting Services Senior GrassiClient Accounting Services SeniorWhite Plains, New YorkSome of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more.
Retirement Associate AllianceBernstein Holding LPRetirement AssociateNew York, NY$80,000–$86,000 / yearThis is an exciting and challenging opportunity to assist both DC Financial Advisors in all aspects of client servicing including analyzing financial information to determine investment strategies for plan participants as well as working with all Financial Advisors on account setup procedures for cash balance plans (including coordinating with outside custodians for account setup and coordinating distributions). Client Servicing responsibilities include but not limited to: open/close accounts, process cash flows, prepare client reports and regular due diligence, provide prudent investment advice to Defined Contribution plan participants; prepare marketing presentations and general troubleshooting in response to client inquiries.