Financial Advisor- New York City TD BankFinancial Advisor- New York CityNew York, New YorkEnsures 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.
NewFinancial Advisor- Manhattan, NY TD BankFinancial Advisor- Manhattan, NYNew York, New YorkEnsures 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.
NewFinancial Advisor- Bronx/Manhattan/Westchester TD BankFinancial Advisor- Bronx/Manhattan/WestchesterPelham, New YorkEnsures 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.
NewFinancial Advisor- (Brooklyn College), Brooklyn, NY TD BankFinancial Advisor- (Brooklyn College), Brooklyn, NYBrooklyn, New YorkEnsures 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.
Financial Advisor- East Meadow, Long Island TD BankFinancial Advisor- East Meadow, Long IslandEast Meadow, New YorkEnsures 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.
Finance Manager Roc Nation Sports LLCFinance ManagerNew York, NY$108,000–$135,000 / yearThe right person is a high-energy problem solver, has a can-do mindset, organized, detail-obsessed, and thrives in a fast-paced environment with a high volume of clients and moving parts. For this reason, Roc Nation will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant consistent with its legal obligations to do so, including reasonable accommodations related to pregnancy in accordance with applicable local, state and / or federal law.
Avp, Software Engineering LPL Financial ServicesAvp, Software EngineeringNew York, NY$154,500–$257,500 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The 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.
Commercial Real Estate Lending Transactor - Assistant Vice President Morgan StanleyCommercial Real Estate Lending Transactor - Assistant Vice PresidentPurchase, NY$85,000–$140,000 / yearAssist the SLT in efficiently managing the transaction cycle through final credit approval, documentation, closing and initial funding of the transaction ensuring timely coordination with all parties involved including credit risk, financial advisors, private bankers, loan operations, compliance, in-house and external legal counsel and any other party who is, or should be, involved in the specific transaction. We are seeking a high potential Commercial Real Estate Lending Transactor (AVP) to help grow and manage the Ultra High Net Worth ("UHNW") Commercial Real Estate ("CRE") lending platform serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM.
NewCommercial Real Estate Lending Transactor – Assistant Vice President Morgan StanleyCommercial Real Estate Lending Transactor – Assistant Vice PresidentPurchase, New York$85,000–$140,000 / yearAssist the SLT in efficiently managing the transaction cycle through final credit approval, documentation, closing and initial funding of the transaction ensuring timely coordination with all parties involved including credit risk, financial advisors, private bankers, loan operations, compliance, in-house and external legal counsel and any other party who is, or should be, involved in the specific transaction. We are seeking a high potential Commercial Real Estate Lending Transactor (AVP) to help grow and manage the Ultra High Net Worth (“UHNW”) Commercial Real Estate (“CRE") lending platform serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM.
Finance Manager ROC NationFinance ManagerNew York, NY$108,000–$135,000 / yearThe right person is a high-energy problem solver, has a can-do mindset, organized, detail-obsessed, and thrives in a fast-paced environment with a high volume of clients and moving parts. For this reason, Roc Nation will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant consistent with its legal obligations to do so, including reasonable accommodations related to pregnancy in accordance with applicable local, state and / or federal law.
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.
Investment Advisory Discretionary Solutions Manager Citigroup Inc.Investment Advisory Discretionary Solutions ManagerNew York, NY$170,000–$300,000 / yearThe Investment Advisory Programs team are responsible for proactively enhancing our Investment Advisory Programs by continually evaluating our offering, in terms of investment products and Programs to both Citi Wealth Financial Advisors/Investors and ultimately to their clients. Must possess vision and passion for the transformation of the Citi Wealth Investment Advisory Programs; thought leadership, expertise in understanding trends in the fee-based programs industry, best practices and a perspective on how to enhance current state.
Senior Product Marketing Manager Robinhood Markets IncSenior Product Marketing ManagerNew York, NY$166,000–$195,000 / yearWhat you'll do Build and implement go-to-market (GTM) strategies and evergreen marketing campaigns to support product and feature launches Develop differentiated and compelling messaging informed by market insights, customer research, and product expertise Drive growth performance through data-backed marketing strategy, A/B testing, and a deep understanding of acquisition economics Collaborate closely with internal partners and senior leadership to align on goals and evaluate marketing impact Serve as a strategic advisor to product teams, helping inform roadmaps and product improvements based on user insights. What you bring Strong communication and relationship-building skills across various levels and functions Experience in consumer-facing marketing or product roles, ideally in tech or financial services Fluency in marketing channels such as paid media, lifecycle, performance, and social Comfort working in fast-paced, highly regulated environments Ability to break down complex ideas into clear, accessible messaging for a broad audience Familiarity with AI tools to enhance work efficiency Strong analytical skills, including experience with testing methodologies like A/B testing.
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.
NewAssociate UX Designer – Client Platform Morgan StanleyAssociate UX Designer – Client PlatformPurchase, New York$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.
Enterprise AI Product Manager The Carlyle Group Inc.Enterprise AI Product ManagerNew York, NY$180,000–$200,000 / yearDemonstrate hands-on technical proficiency in designing and building AI-powered solutions from concept through production, including use case applications, dashboards, operationalizing workflows or frameworks, agents, and Skills, leveraging Carlyle's enterprise AI platform capabilities. The Carlyle Group's Enterprise AI team within Enterprise Tech & Data (Global Technology & Solutions) is seeking a forward-thinking, technically fluent Senior AI Product Manager to support the strategy, platform management, and enablement programs of the Enterprise AI team.
NewAsset Management Private Markets Alternatives Attorney - Vice President, Assistant General Counsel JPMorgan Chase Bank, N.A.Asset Management Private Markets Alternatives Attorney - Vice President, Assistant General CounselNew York, NYFull timeAdvise the business on a wide range of legal and regulatory issues relevant to the formation, structuring and management of fund products, including negotiation of side letters and other contracts, as well as transactional work for such products. 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.
International Wealth Management (Iwm) Strategy, Vice President Morgan StanleyInternational Wealth Management (Iwm) Strategy, Vice PresidentNew York, NY$110,000–$190,000 / yearInternational Wealth Management (IWM) is a division within Morgan Stanley Private Wealth Management (PWM) that focuses on overseeing the business and key strategic efforts focused on servicing International clients (i.e., clients residing outside the US, and booking assets at Morgan Stanley Smith Barney). 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.
International Wealth Management (IWM) Strategy, Vice President Morgan StanleyInternational Wealth Management (IWM) Strategy, Vice PresidentNew York, New York$110,000–$190,000 / yearInternational Wealth Management (IWM) is a division within Morgan Stanley Private Wealth Management (PWM) that focuses on overseeing the business and key strategic efforts focused on servicing International clients (i.e., clients residing outside the US, and booking assets at Morgan Stanley Smith Barney). 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.
Alternative Investments - Internal Associate Capital Integration Systems LLCAlternative Investments - Internal AssociateNew York City, NY$100,000–$140,000 / 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. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.