Health System Senior Director - Planned Giving New York University School of MedicineHealth System Senior Director - Planned GivingNew York, NY$222,017.06–$275,625 / yearThe Senior Director will collaborate closely with Development Marketing and Communications, serving in an advisory capacity by providing subject matter expertise and input to inform multi-channel gift planning strategy, messaging, and content that grow visibility and engagement among planned gift prospects and members of the John Revere Society. The Senior Director of Planned Giving serves as NYU Langone Healths senior leader responsible for developing, executing, and growing a best-in-class planned giving program that drives significant philanthropic revenue for institutional and campaign priorities.
Global Alternatives Investment Solutions Assistant General Counsel JPMorgan Chase Bank, N.A.Global Alternatives Investment Solutions Assistant General CounselNew York, NYFull timePrior experience in structuring vehicles for hedge funds, private credit funds, fund of funds, and/or separately managed accounts, either at a law firm, a hedge fund or fund of funds, or similar organization. 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.
Site Security Manager GardaWorld Security Services U.S.Site Security ManagerNew York, NYFull timeGardaWorld Security is a global champion in sophisticated and tailored security solutions, employing and training highly skilled and dedicated professionals across the globe, offering a wealth of opportunities to individuals looking to gain experience and develop professionally in a growing industry. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, assignment, promotion, termination, layoffs, recalls, transfers, leaves of absence, compensation, and training.
Sr Wealth Advisor Northern Trust CorpSr Wealth AdvisorNew York, NY$189,290–$331,200 / yearStrategic in developing, implementing and administering programs within functional areas Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
Senior Consultant, AI Services InvestorFlow LLCSenior Consultant, AI ServicesNew York, NY$175,000–$200,000 / yearInvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow serves over 175 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform.
Asset & Wealth Management - Product Manager, Applied AI & Data Products - Vice President JPMorgan Chase & CoAsset & Wealth Management - Product Manager, Applied AI & Data Products - Vice PresidentJersey City, NJThe Analytics & Applied AI team within the Chief Data & Analytics Office (CDAO) of the Global Private Bank is responsible for unified data products - data products that cut across multiple core data domains - delivered through a multi-pod model and underpinned by the federated data mesh and its distribution points. We're seeking a leader who consistently applies AI and large language model (LLM) tools both in the products they build and in their day-to-day product management practice-using them to speed up discovery, clarify requirements, accelerate prototyping, and streamline delivery, while shipping intelligent, AI-enabled data products.
Software Engineer, Data YChartsSoftware Engineer, DataNew York, NY$120,000–$160,000 / yearWork on features that ensure financial data is consistent, reliable, timely and accurate by importing data from third party data providers and performing custom calculations on this imported data, with day-to-day emphasis on database load management, caching strategies, memory efficiency, and query optimization. At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary range is $120,000 - $160,000 USD, with starting salary based on skills and experience.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNew York, NYUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
AI & Data Systems Engineer Capital Integration Systems LLCAI & Data Systems EngineerNew York City, NY$125,000–$160,000 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
AI & Data Systems Engineer CAIS GroupAI & Data Systems EngineerNew York City, NY$125,000–$160,000 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. The BT team partners with the AI & Data Technology teams to optimize solutions & deployment processes on platforms including Snowflake (Cortex, Streamlit), N8N, Airtable, Salesforce, DataHub, Claude/CoWork, and Stonly.
Investment Management Associate Wiss & Company, LLPInvestment Management AssociateFlorham Park, NJDemonstrated ability and enthusiasm to leverage AI tools—including Claude, Microsoft Copilot, and ChatGPT—to improve productivity, enhance investment research, automate workflows, and help scale the business. This role spans investment research, portfolio management, trading, client strategy, and investment operations, providing direct exposure to senior advisors, firm leadership and clients.
Business Relationship Manager Senior Deepening - Vice President JPMorgan Chase Bank, N.A.Business Relationship Manager Senior Deepening - Vice PresidentWest Harrison, NYFull timeManage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
Managing Director, Venture & Growth Stage Lending Stifel Financial CorpManaging Director, Venture & Growth Stage LendingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors.
Managing Director, Venture Banking Stifel Financial CorpManaging Director, Venture BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors.
JPMorgan Private Client Relationship Manager - New York, NY JPMorgan Chase Bank, N.A.JPMorgan Private Client Relationship Manager - New York, NYNew York, NYFull timeBuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Project Manager GTTProject ManagerNew York, NY$90–$95 / hourProviding retail, commercial, wealth management, and wholesale banking services, we help clients thrive in today's evolving market. About GTTGTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska.
FIG Business Development Associate PIMCOFIG Business Development AssociateNew York, NY$90,000–$115,000 / yearThis associate will also be encouraged to invest in their longer-term career path, which may include pursuing an MBA/Masters from a top institution, Chartered Financial Analyst (CFA) program through the CFA Institute, and/or the Chartered Alternative Investment Analyst (CAIA) program through the CAIA Association. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Director/Managing Director, Fund Banking (Fund Finance) Stifel Financial CorpDirector/Managing Director, Fund Banking (Fund Finance)New York, NYDirect experience in a business development role engaging with VC/PE funds Knowledge of structuring and managing Fund Finance credit facilities Knowledge of treasury management and depository needs of VC/PE firms and their fund administrators Exposure and pre-existing relationships within the VC/PE ecosystem Effective communication skills to properly interact with prospective clients, including senior partners at VC/PE firms Experience managing effective teams Strong team leadership skills with experience recruiting, coaching and developing talent pipeline Outgoing and confident personality with the ability to attend many in-person industry events within the VC/PE ecosystem. Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated "VC/PE").
Small Business Sales Manager - Queens/Brooklyn, Senior Vice President Citigroup IncSmall Business Sales Manager - Queens/Brooklyn, Senior Vice PresidentNew York, NY$149,600–$224,400 / yearEstablish strong strategic partnerships with leaders across Wealth, Retail, and Mortgage to identify, prioritize, and activate high-value cross-business referral opportunities that accelerate growth and deepen client engagement across the franchise. Partner with Area Managers to translate Business Banking strategies into effective, scalable execution through Branch Teams, reinforcing alignment, operational discipline, and strategic focus across the region.
Head of Product Strategy & Platform Innovation The Guardian Life Insurance Company of AmericaHead of Product Strategy & Platform InnovationNew York, NY$155,370–$255,255 / yearThis individual wakes up every day thinking about what's next-how product, partners, packaging, and go‑to‑market strategy come together to create a compelling, modern, and advisor‑centric platform across fee‑based advisory, annuities, and alternatives. 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