Pre-Sales Consultant, Financial Services AlphaSensePre-Sales Consultant, Financial ServicesNew York, NY$80,000–$95,000 / yearWhat You Bring: Financial Services Expertise: 2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds. The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue.
FY27 Transaction Advisory Services, Consultant - Conversion - Winter 2026 - NYC Baker Tilly Advisory Group, LPFY27 Transaction Advisory Services, Consultant - Conversion - Winter 2026 - NYCNew York, New YorkBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
VP, Consumer Bank Service Delivery Manager SynchronyVP, Consumer Bank Service Delivery ManagerStamford, CTThis role is responsible for collaborating with, 3rd Party Vendors, product owners, program manager and business leaders to ensure that all Service Levels are met or exceeded for the Digital Bank. + Manage technical upgrade projects as well as oversee testing efforts for business-critical production issues ensuring timely and qualitative delivery.
Security Officer Guest Services Desk Allied UniversalSecurity Officer Guest Services DeskMorristown, New JerseyJoin Allied Universal at a healthcare location as a Front Desk professional, where you will welcome visitors, manage access, monitor activity, and support a professional environment through strong communication and customer service. In this stationary role, you will help address security-related concerns while representing a team that is agile, reliable, and innovative, with a caring culture that puts people first and acts with integrity.
Manager: Business Development (Structured Finance and Global Trade Finance) Mayer Brown LLPManager: Business Development (Structured Finance and Global Trade Finance)New York, New YorkFull timeBased in New York or Chicago, this highly visible role sits at the intersection of client strategy, market intelligence, and revenue generation, supporting lawyers on some of the most complex and innovative transactions across asset-backed finance, CLOs, structured credit, derivatives, private capital markets, and global trade finance. We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm’s client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm.
Director, Commercial Client Lifecycle OSTTRADirector, Commercial Client LifecycleNew York, New YorkWe are seeking a dynamic and innovative leader, with experience within Investment Banking, Financial Services and/or Software to drive engagement and business success across our Counterparty Manager product suite, which includes solutions such as CLM Pro, Document Solutions, Managed Services and Entity Data. Lead workshops to gather business requirements, challenge working group members on solution implementation, and collaborate with project and product development teams to design effective solutions aligned with client needs and regulatory compliance across various customer segments.
NewAccount Manager, Pharmacy Partnerships - NY UnitedHealth GroupAccount Manager, Pharmacy Partnerships - NYNew York, NY$29–$52 / hourSuccess in this role will be measured through relationship strength, account retention, outreach consistency, growth, and operational follow-through across assigned accounts, including: Account Retention and Growth: Retention rate of assigned accounts and continuity of service support to enact growth of this account. Responsibilities include maintaining a quarterly outreach cadence through site visits and remote follow-up, vaccination support, assisting with invoice and past-due account follow-up, and helping deliver a responsive, relationship-centered client experience.
Financial Services Audit Supervisor WithumSmith+Brown PCFinancial Services Audit SupervisorNew York City, New YorkThis Financial Services Audit Supervisor role will be based out of our East Brunswick, NJ, Whippany, NJ, Red Bank, NJ, Orlando, FL, Boca Raton, FL or New York City office . Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management.
Analyst, Client Experience & Optimization Capital Rx, Inc.Analyst, Client Experience & OptimizationNew York, NY$98,400–$123,000 / yearPosition Summary: The Senior Analyst, Client Experience & Optimization (CERO) supports the Risk Management function by independently coordinating risk-based operational initiatives from intake through execution, using judgment to develop approaches, evaluate cross-functional inputs, and escalate risks or barriers at appropriate decision points. This role identifies operational gaps and recurring risk patterns, develops and maintains process documentation and workflow maps, builds operational dashboards and KPI reporting, and supports the automation of manual processes to improve consistency, data quality, and operational efficiency across Client Services.
Client Integration Officer SGA Inc.Client Integration OfficerNew York, NY$40–$44.20 / hourThe Client Integration Team is a critical component of our organization, playing a key role in facilitating seamless onboarding of our clients across various segments, including Hedge Funds, Regulated Funds, Banks, Insurance companies, Pension Funds, and Public Institutions. The role serves as the primary liaison among Sales, Credit, and Regulatory teams, ensuring seamless communication and rapid issue resolution while collaborating with cross functional groups to prioritize onboarding requests in accordance with business objectives and customer needs.
Client Services Director LumanityClient Services DirectorMorristown, New JerseyAs a global strategic partner that brings together strategy, evidence, engagement, and technology, we were designed to engineer breakthrough value to tackle our clients’ toughest challenges by revolutionizing how value is generated, demonstrated, and communicated. Responsibilities / Position overview: Our research team are seeking a client services director of qualitative and quantitative market research, specialising in the life sciences sector, to join their dedicated commercial Insights Team.
High Net Worth Partner/Director, Private Client Group PhaxisHigh Net Worth Partner/Director, Private Client GroupNew York, NY$200,000A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire an experienced High-Net-Worth Tax Partner/Director, Private Client Group to join their teams. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates.
NewCase Manager - Bronx Family Justice Center URI CareersCase Manager - Bronx Family Justice CenterNew York, New YorkIn addition to emergency and transitional housing, URI delivers a robust continuum of Justice Initiatives—including economic empowerment, legal education and advocacy, prevention and youth programming, and abusive partner intervention—designed to break cycles of violence, instability, and poverty. Provide essential case management services, including safety planning, advocacy in accessing emergency shelters, crisis intervention, court accompaniment and advocacy, law-enforcement accompaniment and advocacy, public assistance advocacy, and assistance with crime victims’ compensation claims.
NewAssistant Branch Manager - 159th Street Apple BankAssistant Branch Manager - 159th StreetNew York, New York$65,000–$85,000 / yearDemonstrate comprehensive knowledge of all Bank products, services, procedures, policies, and appropriate regulatory issues related to daily job functions including Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit transactions, personal loan accounts, mortgage and equity loan originations, cash management, and electronic services. New York, NY (159th Street)Salary Range: $65,000 - $85,000The Assistant Branch Manager (ABM) provides supportive leadership to the Branch Manager by playing an integral role in the achievement of sales, service, and operational performance goals for the branch.
Active_Client/Customer Services Representative 2 eTeam Inc.Active_Client/Customer Services Representative 2New Providence, NJ$26–$27.61 / hourThe Customer Services Representative is responsible for interacting with customers to provide information regarding products and services, respond to inquiries, and resolve customer concerns. This role involves identifying customer issues, providing appropriate solutions, and ensuring timely follow-up.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementWestfield, New JerseyLeverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Work From Home - Client Benefits Advisor AO Garcia AgencyWork From Home - Client Benefits AdvisorElizabeth, New JerseyAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
NewClient Relations Manager LVH GlobalClient Relations ManagerNew York, New YorkAs a member of the Sales Team, Client Relations Director plays a crucial role in creating, managing, and nurturing relationships with new & existing direct clients and partners including: ESSENTIAL FUNCTIONS . LVH is the premier home chartering service for the world’s elite, bringing together a collective of trusted homeowners and guests who share a passion for refinement, elegance, and elevated human experiences.
Case Manager Family Services Bay Park Brooklyn Community ServicesCase Manager Family Services Bay ParkBrooklyn - Brownsville, NYWe offer Family Support Services, which include financial literacy and health and wellness programs enabling BCS clients and residents from the surrounding community to enhance children’s and family emotional, social and physical well-being. BCS provides services to the residents, including case management, job readiness and counseling.
Client Technology - Engineering - Architecture Ernst & Young Global LtdClient Technology - Engineering - ArchitectureHoboken, NJ$120,700–$225,800 / yearExpert-level skills in defining, designing and developing distributed and scalable products and platforms, using reusable domain-specific composable (micro) services running on containers on multi-platform/hybrid clouds (Microsoft Azure preferred) using the respective cloud IaaS/PaaS/SaaS services. Architecture leadership skills, advanced understanding and practical experience of architecture role with proven track record in a complex, large-scale (team size in hundreds), global product/platform (user base in hundreds, thousands and more) ecosystem across the entire lifecycle from planning to delivery to support/operations and adoption.