Financial System Operations - Senior Associate JPMorgan Chase & CoFinancial System Operations - Senior AssociateJersey City, NJJPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. 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.
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.
Managed Services - Fund Level Accounting & Reporting - Senior Associate PricewaterhouseCoopers LLPManaged Services - Fund Level Accounting & Reporting - Senior AssociateNew York, NY$72,000–$184,440 / yearThose in managed service management and strategy at PwC will focus on transitioning and running services, along with managing delivery teams, programmes, commercials, performance and delivery risk. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
NewAnalyst - Core Trade Finance Financial Institutions - Global Transaction Banking, TD Securities TD BankAnalyst - Core Trade Finance Financial Institutions - Global Transaction Banking, TD SecuritiesNew York, New YorkSupport activity to enhance client experience & or increase revenue by adding new clients and increasing the penetration rate of trade finance products and services Become familiar with TDS clients across industries such as: Communications, Media, and Technology; Diversified; Financial Institutions; Financial Sponsors; Global Energy and Power; Mining; Paper, Packaging and Forestry; Real Estate and Utilities. Develops client centric solutions to remove or reduce payment risk or facilitate working capital by employing traditional trade finance products (Standby Letters of Credit / Guarantees, Import Letters of Credit, Export Letters of Credit, or Documentary Collections) associated with our clients' domestic business needs or foreign sales and purchases.
Ld Dir,Strategy & Bus De (IC) • Enterprise Strategy - Pharmacy Services CVS Health CorpLd Dir,Strategy & Bus De (IC) • Enterprise Strategy - Pharmacy ServicesNew York, NY$100,000–$231,540 / yearThe Enterprise Strategy team is responsible for helping steward the development of the company's long-term strategy and associated priorities, connecting each business unit to those priorities, exploring white space opportunities for growth, and connecting the dots across businesses to accelerate existing revenue streams. Drive annual strategic planning including leading cross-functional strategic projects executed in partnership with senior leadership and identifying opportunity areas for Pharmacy Services to grow.
Client Service Specialist O'Shaughnessy Asset ManagementClient Service SpecialistStamford, ConnecticutAdvisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystGarden City, NY$31,200–$90,000 / 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. 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.
Wealth Senior Client Associate Wilmington TrustWealth Senior Client AssociateNew York, New YorkSupports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships.
Credit Officer / Financial Institutions Sumitomo Mitsui Banking CorpCredit Officer / Financial InstitutionsNew York, NY$138,000–$185,000 / yearResponsibilities • Analyze various elements of credit risk primarily in transactions with financial institutions (Banks, Broker/Dealers, Insurance, 1940 Act Funds, BDCs, Private Funds, Asset Managers, Structured transactions, etc.) in the Americas • Scope of analysis and review includes, but not limited to, counterparty credit risk, deal structure, facility terms and conditions, transaction background, profitability, and relationship strategy • Prepare and present written executive summaries/comments of credit applications submitted from the front office to the management of the Credit Department • Coordinate the credit approval process by liaising between the front office and the management of the Credit Department • Conduct the monitoring of credit quality of the counterparties and transaction portfolio • Provide feedback and guidance to front office to ensure consistent and complete credit applications and compliance with internal policies and procedures • Ensure US Regulatory requirements are met with each credit application • Other credit related works/projects as assigned. 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.
Senior Consultant - Capital Markets Surveillance DeloitteSenior Consultant - Capital Markets SurveillanceStamford, CTFull timeStrong working knowledge of a range of financial services and / or securities-related business models, products, and services particular to the applicable industry, including deep understanding of traded asset classes and products, and related data (Orders, executions, RFQs, Market Data, etc.). A minimum of 5+ years working in the financial services or consulting industry related to any of the following Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider.
Director Of Retirement Plan Services EisnerAmperDirector Of Retirement Plan ServicesIselin, NJOur clients range from sophisticated financial institutions and start-ups to global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries. You will operate at the intersection of client delivery, advisor enablement, and enterprise growth-serving as the firm's subject matter expert on retirement plans and a trusted partner to clients, advisors, and EisnerAmper stakeholders.
Director, Client Services Rakuten Group, Inc.Director, Client ServicesNew York, NY$103,680–$193,428 / yearHeadquartered in San Mateo, California with more than 4,000 employees worldwide, the Rakuten International business portfolio includes market leaders in e-commerce, digital marketing, advertising, communications and entertainment. With access to Rakuten's diverse media properties and audiences, combined with an award-winning performance network and proprietary consumer research, Rakuten Advertising creates the right conditions to reach new customers and sustain long-lasting loyalty.
Staff II Consultant - Grants Management (Government Sector Services Advisory) EisnerAmperStaff II Consultant - Grants Management (Government Sector Services Advisory)New York, NY$60,000–$70,000 / yearEisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more.
Capital Markets Client Service Associate - VN2872 MarexCapital Markets Client Service Associate - VN2872New York, NY$150,000–$175,000 / 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.
Senior Associate, Senior Brand Copywriter New York Life Insurance CoSenior Associate, Senior Brand CopywriterNew York, NY$100,000–$143,000 / yearWorking with Brand Strategy, Creative, Research & Insights, and business partners, youll translate strategy into creative that builds trust, communicates value, and inspires action across brand campaigns, advisor communications, client experiences, and value proposition messaging. Position Overview: New York Life is seeking an experienced Brand Copywriter with a proven track record creating brand and marketing communications in financial services, wealth management, insurance, or a related industry.
Counselor/Alternative Loans Certifying Officer, Financial Aid Vaughn College of Aeronautics and TechnologyCounselor/Alternative Loans Certifying Officer, Financial AidFlushing, New YorkThe Financial Aid Counselor / Alternative Loans Certifying Officer provides proactive support to Vaughn students and maintains a strong understanding of academic requirements. Manage a caseload of approximately 300–350 students per academic year, including ISIR review, ongoing communication, verification processing, and packaging.
Deposits And Cash Management Product Associate Morgan StanleyDeposits And Cash Management Product AssociatePurchase, NY$58,000–$115,000 / yearThe Deposits and Cash Management Team designs, delivers, and maintains products and services across Morgan Stanley, Digital Direct, and MS@Work channels and platforms to help clients manage their cash needs from transactional cash (e.g., Bank Checking) to cash saved for a specific purpose (e.g., Savings) as well as cash as part of a strategic portfolio allocation (e.g., Certificates of Deposit). 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 Assistance Advisor Part Time Rutgers The State University of New JerseyFinancial Assistance Advisor Part TimeNewark, NJServices are readily accessible and include: inpatient, outpatient, partial hospitalization, screening, crisis stabilization, family/caregiver support, community outreach and case management, supportive housing, supported employment, prevention and consultation, employee assistance programs, and a licensed therapeutic school from preschool through high school. Under Policy 100.3.1 Immunization Policy for Covered Individuals, if employment will commence during Flu Season, Rutgers University may require certain prospective employees to provide proof that they are vaccinated against Seasonal Influenza for the current Flu Season, unless the University has granted the individual a medical or religious exemption.
Wealth Business Advisor I Truist Financial CorporationWealth Business Advisor INew York, NY$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Manager / Senior Manager, Client Services True North InsightsManager / Senior Manager, Client ServicesJersey City, NJ$86,000–$95,000 / yearOne day you may be partnering with your team to deliver a time-sensitive investment diligence project, and the next coaching team members, refining operational strategy, or collaborating across global offices to drive better outcomes for clients and employees alike. At True North Insights, you'll be part of one of the fastest-growing expert networks, partnering with leading healthcare and life sciences companies, institutional investors, and management consulting firms on their most important research initiatives.