Wealth Management Advisor (New York, NY) TIAAWealth Management Advisor (New York, NY)New York, NY$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Manager of Actuarial Services VNS HealthManager of Actuarial ServicesNew York, NY$109,900–$146,500 / yearWe're one of the largest nonprofit home- and community-based health care organizations in the country, and today, more than 11,500 team members work together to make a difference in the lives of more than 99,000 patients and members on any given day. Serves as the actuarial project lead for all regulatory entities, including the Centers for Medicare & Medicaid Services (CMS), National Association of Insurance Commissioners (NAIC), Department of Health (DOH), rate reviewers, auditors, and other regulatory agencies.
NewClinical Team Manager (RN), Hospice Home Care, Bronx VNS HealthClinical Team Manager (RN), Hospice Home Care, BronxThe Bronx, New YorkWe’re one of the largest nonprofit home- and community-based health care organizations in the country, and today, more than 11,500 team members work together to make a difference in the lives of more than 99,000 patients and members on any given day. Participates in Hospice Team meetings, IDG management meetings, and serves on relevant committees for the purposes of information exchange, team collaboration, development of procedures and documentation tools, development of quality and training.
Senior Vice President, Commercial & Executive Lead - Sectors ING Group NVSenior Vice President, Commercial & Executive Lead - SectorsNew York, NY$185,000–$210,000 / yearThis key role will be responsible for initiating and driving strategic aims aligned with the global Sectors and WB strategy, partnering on efforts and special projects with Sectors' Digital & Transformation Lead, fostering commercial discipline, tracking key performance metrics and helping to drive the region's continued growth and profitability. ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.
NewAssociate, Transaction Advisory Services Portage Point PartnersAssociate, Transaction Advisory ServicesNew York, NY$120,000–$210,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Qualified individuals should be prepared to work within a collaborative team environment to assess a business's strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
NewSenior Associate, Transaction Advisory Services Portage Point PartnersSenior Associate, Transaction Advisory ServicesNew York, NY$175,000–$250,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Qualified individuals should be prepared to work within a collaborative team environment to assess a business's strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
Analyst – Transaction Services Career Launch AIAnalyst – Transaction ServicesNew York, NY$100,000–$150,000A leading middle-market investment bank or advisory firm may seek a Transaction Services Analyst to support clients in M&A transactions, financial due diligence, and strategic advisory services . This Transaction Services Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
Accounting And Finance Consulting Senior Associate (Gaming And Hospitality) RSMAccounting And Finance Consulting Senior Associate (Gaming And Hospitality)New York, NY$69,800–$132,000 / yearActively participate with engagement team and function as an in-charge and go-live lead, facilitating fieldwork by monitoring and reporting regarding productivity and adherence to work plan schedules on assignments as well as critically solve client and adoption challenges. Strong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE and reconciliations as needed.
Merrill Performance Coach Bank of America CorpMerrill Performance CoachNew York, NY$140,000–$207,200 / yearBack to search results Merrill Performance Coach New York, New York; New York, New York; Peachtree City, Georgia; Boston, Massachusetts; Deer Park, Illinois; Alpharetta, Georgia; Carmel, California; Mount Laurel, New Jersey; Paramus, New Jersey; Pennington, New Jersey; Toms River, New Jersey; Cincinnati, Ohio; Dallas, Texas; Charlotte, North Carolina; Los Angeles, California; Saint Helena, California; White Plains, New York; Columbia, South Carolina; Tucson, Arizona Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Skills:Coaching Consulting Executive Presence Business Acumen Relationship Building InfluencingInclusive Leadership Conflict Management CommunicationsEmotional Intelligence Process Management Performance ManagementStrategic Thinking Drives Engagement Required Qualifications:Minimum of 10 years of coaching and consulting experienceDeep understanding of wealth management, including product knowledge, regulatory and supervisory requirements, industry trends, and firm-wide initiativesProven experience coaching senior leaders in a results-driven, sales environment required.
Research Associate - Emerging Technologies and Services Oppenheimer & Co. Inc.Research Associate - Emerging Technologies and ServicesNew York, NY$100,000–$150,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Financial Solutions Advisor - Scotch Plains Bank of AmericaFinancial Solutions Advisor - Scotch PlainsScotch Plains, New JerseyKey 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. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Bergen East Market Bank of AmericaFinancial Solutions Advisor - Bergen East MarketJersey City, New JerseyKey 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. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Elmhurst South, ILElmhurst, New YorkKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Central NJ Market Bank of AmericaFinancial Solutions Advisor - Central NJ MarketSouth Plainfield, New JerseyUS - NJ - Berkeley Heights - 145 Snyder Ave - BERKELEY HEIGHTS BC (NJ6253), US - NJ - Clark - 1050 Raritan Rd - CLARK BC (NJ6252), US - NJ - Iselin - 655 US HIGHWAY 1 - WOODBRIDGE BC (NJ7191), US - NJ - Linden - 601 N WOOD AVE - WOOD AVENUE BC (NJ6245), US - NJ - Rahway - 1034 SAINT GEORGES AVE - RAHWAY BC (NJ6247), US - NJ - South Plainfield - 900 Oak Tree Ave - SOUTH PLAINFIELD BC (NJ7299). Key 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.
Financial Solutions Advisor - Central South NJ Market Bank of AmericaFinancial Solutions Advisor - Central South NJ MarketEast Brunswick, New JerseyKey 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. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Senior Estate Settlement Advisor - PNC Private Bank PNC BankSenior Estate Settlement Advisor - PNC Private BankMillburn, New JerseyEngages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
NewProject Manager AxelonProject ManagerNEW YORK, NY$84–$89 / hourFacilitate Agile and Scrum methodologies, including sprint planning, daily stand-ups, sprint reviews, and retrospectives. Global Financial Firm located in NEW YORK, NY has an immediate contract opportunity for an experienced Project Manager .
Wealth Senior Client Associate M&T Bank CorpWealth Senior Client AssociateNew York, NY$75,900–$126,500 / yearOverview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Education and Experience Required: Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience.
Director, Client Services ApplecartDirector, Client ServicesNew York, NY$170,000–$190,000 / yearOur senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle's online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party's most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher. A few facts about us: Applecart's platform has been used by hundreds of industry-leading clients spanning Fortune 500 companies like Blackstone and Intuit, leading nonprofit organizations like the Environmental Defense Fund, and top-tier advertising and communications agencies like Teneo, FGS, Weber Shandwick, and OMD.
Web Marketing Lead PlaidWeb Marketing LeadNew York, NY$178,800–$241,200 / yearDefine the growth strategy and roadmap for plaid.com, owning performance across product pages, docs entry points, campaign landing pages, and conversion surfaces – while partnering with Brand, Content, and Design on the vision and experience for flagship pages like the homepage. The Web Marketing Team at Plaid is a collaborative, user-first team that partners closely with Product, Engineering, Design, Sales, and Marketing to bring Plaids solutions to market and scale their adoption globally.