Institutional Client Specialist, Associate/Avp - Utah Morgan StanleyInstitutional Client Specialist, Associate/Avp - UtahNew York, NY$70,000–$115,000 / 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. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.
Institutional Client Specialist, Associate/AVP Morgan StanleyInstitutional Client Specialist, Associate/AVPSouth River, New JerseyOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office (“MSFO”), Outsourced Chief Investment Office (“OCIO”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.
Sales Consultant KKR & Co IncSales ConsultantWayne, NJKKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. You'll develop deep product knowledge, sharpen your client-facing skills, and gain hands-on exposure to the sales lifecycle-all while completing a structured training and licensing program designed to accelerate your professional growth.
ETF Sales Director - AI Investment Firm Keller Executive SearchETF Sales Director - AI Investment FirmNew York, NY$150,000–$220,000 / yearBacked by prominent technology executives and investors, they have secured their RIA licence and partnered with a leading ETF infrastructure provider to bring their proprietary algorithmic investment technology to market. Drive ETF sales and AUM growth across key US distribution channels, including Registered Investment Advisors (RIAs), independent broker-dealers, platforms, and institutional investors.
Director Of ETF Sales #0610 Keller Executive SearchDirector Of ETF Sales #0610New York, NY$150,000–$220,000 / yearWith backing from notable technology leaders and investors, they have obtained their RIA registration and established a strategic partnership with a premier ETF infrastructure provider to deploy their proprietary algorithmic investment technology. The role begins as a solo contributor responsible for cultivating relationships and accelerating AUM growth, with a clear pathway to building and managing a dedicated sales organisation as the business expands.
VP Finance PreplyVP FinanceNew York, New York$300,000–$330,000 / yearAI-Enabled Finance Transformation: Lead the adoption of AI and agentic tools across FP&A, Corporate Finance, and Procurement, identifying where automation, AI-assisted analysis, and agentic workflows can replace manual processes and raise the output quality of the finance org. Investor Readiness: Partner closely with the CFO to strengthen Preply’s external financial narrative and engagement with investors; ensure the Finance organization supports transparency, accuracy, and credibility in all investor communications.
Associate Private Banker Morgan StanleyAssociate Private BankerNew York, NY$85,000–$140,000 / yearSkills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. 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.
Senior Tax Accountant / CPA AlphaHireSenior Tax Accountant / CPAHackensack, New JerseyThis role offers the opportunity to combine technical tax work with client relationship management, proactive tax planning, and exposure to financial and wealth advisory services. Description We are seeking an experienced Senior Tax Accountant with an active CPA license to join our established accounting and financial advisory firm.
First Line Credit Risk Analyst - Assistant Vice President Morgan StanleyFirst Line Credit Risk Analyst - Assistant Vice PresidentPurchase, NY$85,000–$140,000 / 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 role requires a minimum proficiency in data and reporting combined with a strong understanding of credit risk concepts applicable to private banking lending products such as Securities-based lending, Tailored Lending, Residential Mortgages, and Commercial Real Estate lending.
Executive Relationship Manager Morgan StanleyExecutive Relationship ManagerJersey City, NJ$90,000–$110,000 / yearDepartment Overview: The E TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial 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.
Wealth Management VEA Program - Alpharetta, GA Morgan StanleyWealth Management VEA Program - Alpharetta, GAEdison, New Jersey$65,000–$85,000 / 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 length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice.
Senior Consultant, Restructuring | Corporate Finance (New York) FTI Consulting IncSenior Consultant, Restructuring | Corporate Finance (New York)New York, NYIn FTI Consulting's Corporate Finance & Restructuring segment we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders. This is an excellent opportunity for a person with proven, hands-on corporate finance experience who wants to provide analytical services to debtors, creditors and other stakeholders of companies in times of critical need.
Administrative Assistant/Office Manager Upward OnAdministrative Assistant/Office ManagerNew York, New YorkAbout the Opportunity Our client is seeking an Administrative Assistant & Office Manager to play a vital role in maintaining the efficiency of daily office operations while providing essential administrative support to a high-performing wealth management team in a hybrid work environment. For this Administrative Assistant & Office Manager position, regular in-office presence is required at least two days per week, with additional in-office days as business needs dictate.
UX Designer, Assistant Vice President Morgan StanleyUX Designer, Assistant Vice PresidentPurchase, NY$85,000–$140,000 / 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. WM 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 • Chief Operating Office.
Sr. Manager, FP&A Wonder GroupSr. Manager, FP&ANew York, New York$149,000–$157,000 / yearProblem Solving & Agility : Excellent analytical and critical thinking skills to translate financial data into action, alongside strong troubleshooting skills to diagnose data discrepancies and connect the dots operationally and financially. We also offer a choice of medical, dental, and vision plans, company paid short and long term disability coverage, paid time off including flexible time off for exempt employees, paid vacation for non-exempt employees, and paid sick leave in compliance with applicable law in addition to paid parental leave, discounted meals and exclusive perks across the Wonder family of brands.
Senior Internal Audit Amalgamated BankSenior Internal AuditNew York, NY$100,000–$120,000 / yearEvaluates the design and operating effectiveness of key controls, including automated controls, application controls, IT general controls (ITGCs), information security controls, cybersecurity controls, and data governance controls. This position also plays a key role in leveraging data analytics and technology-enabled auditing techniques, supporting Audit Committee reporting, coordinating regulatory requests, and providing expertise related to IT governance, information security, cybersecurity, system implementations, and automated controls.
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.
Client Platforms Project Manager Ares OperationsClient Platforms Project ManagerNew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Ares is seeking a Vice-President to serve as Senior Project Manager within Client Platforms , the engineering team responsible for all Client facing systems within Ares, including Sales, Marketing, Client Reporting, and Digital/Web platforms.
Asset Mgmt Associate (Wealth) (Hybrid) Aon PlcAsset Mgmt Associate (Wealth) (Hybrid)New York, NY$72,000–$80,000 / yearLenox Relationship Managers (Financial Advisors), Lenox Asset Management's Sales Team (Asset Managers), and end-clients all rely on the AMA role to assist with new and existing business across managed portfolios, fixed annuities and variable annuities. Manage all additional deposits and withdrawals from clients' existing accounts through submission, tracking, and communicating with Clients, Relationship Managers, Asset Managers, and Vendors.
Distressed Credit Analyst OctusDistressed Credit AnalystNew York, NY$150,000–$160,000 / yearAnalysts will collaborate with our Distressed Debt Legal Analysts, Covenant Analysts and editorial staff to provide research and analysis directly to our subscribers, which include top hedge funds, investment banks, trading desks, financial advisors and law firms. Minimum of 5+ years of investment banking, advisory, desk analyst and/or buyside experience of which 1+ years is specifically in the restructuring and/or distressed space with significant time in either a client-facing or decision-making role.