Private Wealth Management Analyst Morgan StanleyPrivate Wealth Management AnalystNew York, New York$34,320–$90,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. 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.
Cyber Compliance Manager (Financial Services) RSMCyber Compliance Manager (Financial Services)New York, NY$107,000–$214,500 / yearThe CyberCompliance Manager will assist organizations with strengthening cybersecurity and data protection programs designed to safeguard critical assets, including cardholder data environments, customer financial data, and other sensitive information, while helping clients mature their governance, risk, compliance, and operational capabilities. In order to address the most critical needs of our clients, RSM US LLP has established the Cybersecurity and data protection risk (CDPR), comprised of dedicated cybersecurity professionals dedicated exclusively to serving the cyber security and information protection needs of our clients.
Manager, Field Marketing - US Majors Financial Services Snowflake IncManager, Field Marketing - US Majors Financial ServicesNew York, NY$143,000–$187,900 / yearSnowflake Inc. is seeking a dynamic, strategic, and results-oriented Manager, Field Marketing - US Majors Financial Services to lead field marketing strategy and execution across our highest-value US Financial Services enterprise accounts (Banking, Asset Management, Capital Markets, and Insurance). Sales & Partner Alignment: Partner closely with US Majors Financial Services Sales leadership, Account Executives, SDR teams, and Ecosystem Partners to align marketing strategy with territory goals, key target accounts, and revenue targets.
NewRelationship Banker - Edison, Highland Park and Iselin, NJ Financial Centers - Full Time Bank of AmericaRelationship Banker - Edison, Highland Park and Iselin, NJ Financial Centers - Full TimeEdison, New JerseyWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker - Midwood Financial Center Bank of AmericaRelationship Banker - Midwood Financial CenterBrooklyn, New YorkWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Director, Financial Services, Customer Partner (NY, NY) KyndrylDirector, Financial Services, Customer Partner (NY, NY)New York, New York$159,240–$286,560 / yearKyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives.
Financial Solutions Advisor - Syosset Financial Center Bank of America CorpFinancial Solutions Advisor - Syosset Financial CenterSyosset, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. 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 Share: Save job Job saved.
Senior Associate, Internal Audit Ares OperationsSenior Associate, Internal AuditNew 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. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Manager - Change Management, Outsourced Services TAG EisnerAmper, LLC (Inactive)Manager - Change Management, Outsourced ServicesIselin, NJRemoteThe Manager will embed change management into the full transformation lifecycle, translate business and workforce impacts into actionable plans, and hold leaders and project teams accountable for organizational readiness, stakeholder commitment, adoption, and sustained business outcomes. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries.
Investment Product Management Associate Rockefeller Capital ManagementInvestment Product Management AssociateStamford, ConnecticutFull timeSupport ongoing post-launch product management activities across all RGIM platform product types, including modifications and enhancements to existing products; provide product ownership and expertise; manage workflow related to new subscriptions and redemptions between investor and administrator, identify and implement process improvements, respond to internal and external reporting requirements, take lead on ad hoc requests, and participate in special projects. The successful candidate will partner closely with colleagues across Distribution, Investor Services, Operations, Legal & Compliance, Finance, Portfolio Management, Trading, Performance & Risk, and external service providers to help ensure our product platform remains operationally robust, scalable, and positioned for long-term growth.
WM Global Investment Office - Institutional Innovation Lead, Investing with Impact / Impact Private Markets, Executive Director Morgan StanleyWM Global Investment Office - Institutional Innovation Lead, Investing with Impact / Impact Private Markets, Executive DirectorNew York, New York$175,000–$265,000 / yearThe Investing with Impact team within GIO is responsible for leading the creation, development and execution of investment strategies, solutions, tools and reporting to deliver holistic wealth solutions for individual and institutional clients that seek to generate both market-rate returns and positive environmental and social impact. 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.
WM Global Investment Office - Institutional Innovation Lead, Investing With Impact / Impact Private Markets, Executive Director Morgan StanleyWM Global Investment Office - Institutional Innovation Lead, Investing With Impact / Impact Private Markets, Executive DirectorNew York, NY$175,000–$265,000 / yearThe Investing with Impact team within GIO is responsible for leading the creation, development and execution of investment strategies, solutions, tools and reporting to deliver holistic wealth solutions for individual and institutional clients that seek to generate both market-rate returns and positive environmental and social impact. 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.
East Regional Director; Private Client Services The Capital Group Companies IncEast Regional Director; Private Client ServicesNew York, NY$315,000–$355,000 / yearThe East Regional Director; Private Client Services (PCS) is a senior leader responsible for driving business development, client engagement, internal engagement, practice management, Private Wealth Advisor (PWA) talent development and coaching, and community engagement within a defined geographic region/market. This role is also responsible for supporting firm-wide initiatives across the market (e.g., Outsourced Advisor Solutions (OAS), Associate Clients, Philanthropy), supporting event strategy and execution, and leading the partnership with Human Resources on PWA talent acquisition.
Therapy Services Specialist - Carebridge Elevance HealthTherapy Services Specialist - CarebridgeIselin, NJ$29.27–$36.59 / hourMinimum Requirements: Requires graduate of a college level program in physical therapy, occupational therapy, or an accredited two-year program for a Physical Therapist Assistant or Occupational Therapist Assistant and minimum of 2 years' experience in social service or health care field; or any combination of education and experience, which would provide an equivalent background. Job Description: The Therapy Services Specialist is responsible for working under the guidance of occupational therapist, collaborate with the managed care organization to support persons aging in place receiving home or community-based services.
Therapy Services Specialist - CareBridge Elevance HealthTherapy Services Specialist - CareBridgeIselin, New Jersey$29.27–$36.59 / hourRequires graduate of a college level program in physical therapy, occupational therapy, or an accredited two-year program for a Physical Therapist Assistant or Occupational Therapist Assistant and minimum of 2 years’ experience in social service or health care field; or any combination of education and experience, which would provide an equivalent background. The Therapy Services Specialist is responsible for working under the guidance of occupational therapist, collaborate with the managed care organization to support persons aging in place receiving home or community-based services.
NewAssoc. Private Client Advisor Keybank National AssociationAssoc. 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.
Portfolio Associate Morgan StanleyPortfolio AssociatePurchase, 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. ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
NewForward Deployed Engineer - Databricks - Forensic Discovery & Financial Crime DeloitteForward Deployed Engineer - Databricks - Forensic Discovery & Financial CrimeMorristown, NJ$134,500–$265,100 / year3+ years of experience in software engineering, data engineering, data science, analytics engineering, or technical delivery roles, with experience in Amazon Web Services (AWS), Microsoft Azure, Google Cloud, or comparable cloud platform services. As a Senior Consultant- Forward Deployed Engineer (FDE) - Databricks on the Forensic, Discovery, & Financial Crime team, you will be responsible for designing, deploying, and scaling AI-enabled solutions that help clients address complex business and technology needs.
Financial Services Program Executive VP Salesforce.com, Inc.Financial Services Program Executive VPNew York, NY$212,700–$374,400 / yearWhite space becomes pipeline and internal alignment sustains it: you proactively build and expand business relationships which enable Salesforce to support, transform and win business that delivers mutual value, working hand in hand with Sales, Success, Technology & Product, and Support to drive customer adoption initiatives and maintain alignment as One Salesforce. The delivery team performs at a higher level because you're in it: you effectively lead, inspire, and uplift Salesforce Professional Services team members - coaching them to perform at a higher level while contributing to the internal processes, artifacts, and methodologies that raise the floor for service delivery across our most strategic accounts.
JPM Wealth Management-Advisor Performance Specialist-Senior Associate JPMorgan Chase Bank, N.A.JPM Wealth Management-Advisor Performance Specialist-Senior AssociateNew York, NYFull timeThe Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business. 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.