Senior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
Accounting Manager - Client Accounting Services JobotAccounting Manager - Client Accounting ServicesNew York, NY$90,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Tax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesNew York, NY$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
NewTax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Senior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Manager / Consulting Services Kforce Inc.Manager / Consulting ServicesNew York, NY$100,000–$135,000The Manager/Consulting Services will lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing, and managing relationships with client management, and business development. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
Manager / Director Transaction Services (M&A) Kforce Inc.Manager / Director Transaction Services (M&A)New York, NY$125,000–$200,000Run multiple and challenging Transaction Advisory Services engagements (financial due diligence), participating in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers. Responsibilities Include: Manager/Director Transaction Services will lead buy - side diligence, sell - side diligence, working capital assistance, merger integration and optimization, divestitures and carve outs, and valuation services.
Manager of Client Relations (Nuclear Industry) JobotManager of Client Relations (Nuclear Industry)New York, NY$170,000–$230,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will represent a full portfolio of engineered products and services, working closely with engineering, manufacturing, and project teams to deliver high impact solutions to clients.
NewFinancial Services Counsel JobotFinancial Services CounselNew York, NY$320,000–$355,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a collaborative culture and deep industry expertise, the group offers attorneys the opportunity to work on highly specialized matters while building long-term careers alongside some of the leading practitioners in the space.
Vice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesNew York, NY$160,000–$215,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesNew York, NY$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewClient Support/Office Manager Perennial ResourcesClient Support/Office ManagerNew York, NY$80,000–$90,000 / yearFull timeFast-paced finanical services office needs an experienced Client Support/Office Manager to managhe day-to-day office operations.
Partner- Financial Services Litigation JobotPartner- Financial Services LitigationNew York, NY$200,000–$250,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Director of Client Relations (Nuclear Industry) JobotDirector of Client Relations (Nuclear Industry)New York, NY$170,000–$400,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will represent a full portfolio of engineered products and services, working closely with engineering, manufacturing, and project teams to deliver high impact solutions to clients.
NewREMOTE - Controller - CFO Services / Outsourced Accounting JobotREMOTE - Controller - CFO Services / Outsourced AccountingCranford, NJRemote$160,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a high-impact role for an experienced accounting professional who is passionate about leveraging cutting-edge technology to deliver controller and CFO-level services to a diverse client portfolio.
NewManager - Tax and Accounting Services Kforce Inc.Manager - Tax and Accounting ServicesWoodbury, NY$89,000–$150,000Kforce's client, a successful, established Long Island based CPA firm with diverse client base is seeking a Manager for their Tax and Accounting Services practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewTax Senior Manager, Transaction Advisory Services (M&A) bdo consultingTax Senior Manager, Transaction Advisory Services (M&A)New York, NY$170,000–$220,000 / yearThe Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS Tax strategy. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewTax Senior Manager, International Tax Services bdo consultingTax Senior Manager, International Tax ServicesNew York, NY$99,750–$262,500 / yearWork with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan. Additionally, the International Tax Senior Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesStamford, CT$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewPatient Services Manager 2 SodexoPatient Services Manager 2BROOKLYN, NY$77,605–$100,430The Patient Services Manager II will oversee approximately 40 Sodexo frontline employees within a unionized environment and play a key leadership role supporting patient dining operations, food production oversight, and patient experience initiatives. Minimum Functional Experience - 2 years work experience in food or culinary services including restaurants, fast food, vending, catering services, institutional services, mall food courts, etc.
NewEntry Level Financial Services Vaco LLCEntry Level Financial ServicesJersey city, NJ$26–$26Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
VP Professional Services, Study Experience Dassault SystèmesVP Professional Services, Study ExperienceIselin, NJ$216,000–$288,000 / yearCelebrating 25 years of ground-breaking technological innovation across more than 36,000 trials and 11 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry. Experience: A minimum of 15 years of progressive experience in professional services, client services, or clinical operations within the life sciences industry (e.g., at a CRO, eClinical/SaaS vendor, Pharma, or Biotech).
11717 Business Development Representative – Public Adjusting Services Metro Public Adjustment11717 Business Development Representative – Public Adjusting ServicesNewark, NJ$65,000–$250,000 / yearFull timeAbout Metro Public Adjusting:Metro Public Adjusting helps property owners maximize insurance settlements after storm, water, fire, or other property damage. We are seeking a motivated Outside Sales Representative to generate new business, build client relationships, and partner with our claims team.
VP Professional Services, Data Experience Dassault SystèmesVP Professional Services, Data ExperienceIselin, NJ$216,000–$288,000 / yearYou are a "player-coach" at heart—a strategic leader who can command a room with a C-suite executive, a data-savvy expert who can guide a team through a complex analytics strategy, and a proven people manager who excels at mentoring and scaling a world-class team. Celebrating 25 years of ground-breaking technological innovation across more than 36,000 trials and 11 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry.
Sr. Product Engineer – Web Services EsriSr. Product Engineer – Web ServicesNew York, NYRemote$93,600–$159,328 / yearExperience working with ArcGIS applications and technologies (such as ArcGIS Hub, ArcGIS Map Viewer, ArcGIS REST APIs, ArcGIS API for Python, ArcGIS Maps SDKs). You will act as a service owner and trusted decision‑maker, shaping priorities, balancing tradeoffs, and ensuring our web services remain reliable, scalable, and valuable to customers over time.
NewTax Manager, International Tax Services bdo consultingTax Manager, International Tax ServicesNew York, NY$79,800–$168,000 / yearThe Tax Manager, International Tax Services will manage international tax consulting projects for multinational businesses including identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the overall implementation process between the client, BDO internal services teams, BDO member firms globally and outside advisors. An Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence bdo consultingManaging Director, Transaction Advisory Services - Healthcare Financial Due DiligenceNew York, NY$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
Equity Research Business Services, AVP BarclaysEquity Research Business Services, AVPNew York, NYJoin Barclays as an Equity Research Business Services, AVP, where you’ll have the chance to collaborate with senior analysts to produce comprehensive research reports and presentations while monitoring market trends, economic indicators, and company news to update and refine investment solutions. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.
Senior Audit Manager, CPA firm JobotSenior Audit Manager, CPA firmWoodbury, NY$140,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.
NewSales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYJoin us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.
Tax Manager JobotTax ManagerTeaneck, NJ$100,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a well-established public accounting firm providing tax, accounting, and advisory services to closely held businesses, high-net-worth individuals, and growing organizations for 30+ years.
Managing Director, Transaction Advisory Services (M&A Tax) bdo consultingManaging Director, Transaction Advisory Services (M&A Tax)Melville, NY$250,000–$350,000 / yearThe responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions.
Tax Manager (Hybrid) JobotTax Manager (Hybrid)Holmdel, NJ$85,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.
NewEnvironmental Services Assistant Manager Healthcare Services Group, Inc.Environmental Services Assistant ManagerBLOOMINGDALE, NJJoin Healthcare Services Group (HCSG) as an Environmental Services (EVS) Assistant Manager, overseeing cleaning and sanitation services at a long-term care facility. Additional Pay Information: Offered salary rates for this position are determined based on applicant qualifications, experience, education, and the specific needs, aspects, operational considerations, and requirements of the facility serviced.
Managing Director, Client Portfolio Management New York Life Insurance CompanyManaging Director, Client Portfolio ManagementNew York, NY$250,000–$300,000 / yearNYL PFI is a leading capital provider in the private placement and asset backed finance industries The primary focus of NYL PFI is the origination and management of corporate and infrastructure related debt investments across a variety of sectors, including expertise in sports, REIT, healthcare and utility industries. With over 60 years in business, New York Life Private Fixed Income (“NYL PFI”) is the Private Placement and Asset Backed investment arm of New York Life Investment Management (“NYLIM”), which is a wholly owned subsidiary of New York Life Insurance Company (“New York Life”).
Corporate Vice President - Client Growth & Retention Development Lead New York Life Insurance CompanyCorporate Vice President - Client Growth & Retention Development LeadNew York, NY$147,500–$211,000 / yearYou will collaborate closely with domain architects, technology & product partners, and business stakeholders to ensure the platform aligns with enterprise objectives while leveraging AI-enabled capabilities, cloud technologies, and modern frameworks. In this role, you will leverage cutting-edge technologies—including Generative AI—to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees.
Project Manager JobotProject ManagerNew York, NY$90,000–$135,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Join a respected and growing construction organization where you'll lead high-profile projects from award through completion, own client relationships, influence business growth, and have the opportunity to build your own team and customer base.
Senior Manager - Tax Controversy JobotSenior Manager - Tax ControversyNewark, NJ$180,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. While many firms are adding PE partners or reviewing potential M&A with other firms, we're committed to focusing on the people who make our culture special and continuing the organic growth we've had for several years.
Manager, Client Programs & Events Engage Partners, Inc.Manager, Client Programs & EventsNew York, NYWorks as a collaborative member of the global client events team, supporting and contributing to events in other offices as needed to ensure a consistent and exceptional client experience across the Firm. Within this position, you will be responsible for the comprehensive management and execution of in-person and virtual client events, including CLE seminars, webinars, dinners, receptions and other Business Development and Marketing initiatives that support the firm???s practices and client engagement.
Prime Services Negotiator VP BarclaysPrime Services Negotiator VPNew York, NYThis is an exciting opportunity to showcase your expertise in drafting, negotiating, and executing prime services agreements (including cash prime brokerage agreements, futures agreements, OTC clearing agreements, and ISDA master agreements, Intermediation agreements (FXPBA), repurchase agreements (GMRA/GMSLA) and stock lending agreements (MSLA)), and provide the highest quality of service to sophisticated, multi-faceted and high-caliber clients in a dynamic environment. As a Barclays Prime Services Negotiator VP, you will be responsible for drafting, negotiating, and executing capital markets contract documentation to support the Prime Services and Prime Derivative Services businesses.
NewBilingual Mandarin Resident Services Associate AtriumBilingual Mandarin Resident Services AssociateQueens, NY$25–$27 / hourBy applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated.
NewOptical Lab technicians Customer Service and Distribution Associates VISION RX LAB AMERICAOptical Lab technicians Customer Service and Distribution AssociatesCranford, NJIn this dynamic role, you'll play a crucial part in delivering exceptional service and quality products to our customers while working in a fast-paced environment. About Us:VISION RX LAB AMERICA has been a trusted name in the optical industry for over 20 years, providing high-quality eyewear solutions to customers across the nation.
NewSenior Vice President, Fund/Client Accounting Manager BNYSenior Vice President, Fund/Client Accounting ManagerNew York, NY$102,000–$228,000In this role, you’ll make an impact in the following ways: Direct multiple Fund Accounting teams responsible for conducting accounting services on behalf of a broad array of assigned clients, including determining net asset values, calculating fund performance, allocating expenses, and preparing reports. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
NewVeterinary Client Care Specialist & Veterinary Assistant (Flex Role) Marlboro Village Veterinary HospitalVeterinary Client Care Specialist & Veterinary Assistant (Flex Role)Marlboro, NJMarlboro Village Veterinary Hospital of Marlbor and Aberdeen & The Bark Park Doggie Daycare (MVVH) is a unique, full-service veterinary hospital dedicated to providing exceptional care for dogs, cats, and exotic pets. As part of our growing practice, we also work closely with The Bark Park Dog Daycare, allowing us to support pets beyond the exam room and strengthen our connection with the community we serve.
NewFinancial Services Professional Blue Ocean Wealth Solutions LLCFinancial Services ProfessionalGreenvale, NY$100,000–$200,000 / yearHigh Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $100,000–$200,000*. Company DescriptionEach day with passion and enthusiasm, we embrace our clients’ financial well-being as our own because we know just how essential financial decisions are in helping you secure your dreams and protecting the ones you love.
Director, Transaction Advisory Services - Healthcare Financial Due Diligence bdo consultingDirector, Transaction Advisory Services - Healthcare Financial Due DiligenceNew York, NY$180,000–$280,000 / yearExamines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.
Senior Manager, Product Management – Consumer Financial Service Western Union Business Solutions (acquired by Convera)Senior Manager, Product Management – Consumer Financial ServiceNew York, NY$150,000–$190,000 / yearDrive cross-functional roadmap alignment across core business stakeholders, regional product leads, engineering, compliance, legal, marketing, and customer care teams. As the lead for this product area, you will define and drive a globally scalable yet locally tailored strategy across lending, card, bill pay, and other financial services products.
NewClient Success Analyst / Senior Analyst (Product- Digital) Curinos IncClient Success Analyst / Senior Analyst (Product- Digital)New York, NYRemote$75,000–$85,000 / yearYou will support them in using Curinos’ Digital Banking Analyzer platform, which provides regularly updated visuals and market-leading analysis of the digital banking arena. Partner with Client Success Senior Manager, Product Analysts and General Manager to support day-to-day client activities and deliverables including monitoring support inbox.
NewFinancial Services Professional New York Life InsuranceFinancial Services ProfessionalMelville, NYTogether with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.