OCIO Business Development – Endowments & Foundations, Vice President Morgan StanleyOCIO Business Development – Endowments & Foundations, Vice PresidentNew York, New YorkOur 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. The successful candidate will be expected to build strong, collaborative working relationships with the Nonprofit Client Segment Head, Portfolio Managers, Financial Advisors/Consultants, and internal Subject Matter Experts (SMEs) to help win, expand, and retain client relationships.
Trusts & Estates Center of Excellence (COE) - Senior Product Associate - Administration Oversight & Training JPMorgan Chase Bank, N.A.Trusts & Estates Center of Excellence (COE) - Senior Product Associate - Administration Oversight & TrainingNew York, NYFull timeThe role works closely with COE leadership and business partners, particularly Product Managers and Product Owners, to schedule, develop, and deliver trainings, and to maintain training materials, and ensure communications and reference content accurately reflect current practices and regulatory expectations. Administration Oversight Support : Maintain working knowledge of trust and estate administration workflows, including quality review processes and escalation paths; support issue identification, tracking, and follow-up in partnership with COE team members; and serve as a point of contact for administration-related questions.
Tax Operations Manager Robinhood Markets IncTax Operations ManagerNew York, NY$140,000–$165,000 / yearCollaborate with product, project, and engineering teams to launch, improve, and scale Robinhood products and systems, tracking various tax-related initiatives and new product promotions. Showcase strong analytical and communication skills, with proficiency in tools like SQL or Databricks to manage, mine, and convert large datasets.
Consulting Senior Manager, Banking, Risk and FSI NTT DATA Group CorpConsulting Senior Manager, Banking, Risk and FSINew York, NY$167,500–$279,000 / yearNTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com, @nttdatafed.com and @talent.nttdataservices.com email addresses. We are looking for a strategic and results-driven Business Acceleration Growth Lead with strong banking domain experience to drive business expansion, revenue growth, and client engagement across the financial services sector.
Growth Manager, Affiliate & Influencer STASHGrowth Manager, Affiliate & InfluencerNew York, NY$140,000–$160,000 / yearThis is an individual contributor role with real scope and huge impact: you'll build and scale a performance-oriented affiliate and influencer engine, manage partner relationships and economics, and grow a pipeline of publishers and creators who clear the same bar as paid media. Actual salaries will vary and will be based on various factors, such as the candidate's qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.
Senior Lifecycle Marketing Manager STASHSenior Lifecycle Marketing ManagerNew York, NY$140,000–$160,000 / yearActual salaries will vary and will be based on various factors, such as the candidate's qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry. Design and optimize churn prevention programs-early warning journeys, save flows, and proactive outreach for users showing disengagement or cancellation intent.
Account Manager Risk StrategiesAccount ManagerUniondale, New York$84,200–$120,000 / yearRisk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees.
Assistant Store Manager Safelite AutoGlassAssistant Store ManagerEast Brunswick, NJMotivate and lead activities of associates, ensuring the highest possible productivity and world class customer service; Provide appropriate associate cross-training for operational stability. This professional leads operations for an individual retail location, including assigned associates, cash management, inventory control, loss prevention, safety, store appearance and more.
Freelance Insights Manager 1000headsFreelance Insights ManagerNew York, NY$300–$400 / yearWith a wealth of powerful analytics tools at our disposal, the Insight team crafts performance reports, new business proposals and strategic audits of global award-winning brands, working with a host of departmental specialists, from Community, to Paid Media, to Strategy. From designing mouth-watering data visualizations, keeping our clients up-to-date with the latest audience behaviors, to engineering social listening exercises into cultural trends, our actionable insights are at the heart of everything we do.
Senior Business Development Manager (Partnerships ) Nexxen International LtdSenior Business Development Manager (Partnerships )New York, NY$115,000–$150,000 / yearWhat You'll Do: As the Senior Manager, Business Development, you will support the Senior Director, Business Development to build and nurture strategic partnerships across a portfolio of solutions to ensure Nexxen has innovative partner-powered products to offer our customers. Please be advised that Nexxen will never request payment (whether in cash, cryptocurrency, or any other form) as a condition of employment, offer positions that require you to invest in vague or dubious financial schemes, or promote roles that resemble get-rich-quick opportunities.
Family Office Client Service Representative Oppenheimer & Co. Inc.Family Office Client Service RepresentativeNew York, NY$80,000–$110,000 / 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. Partner across clients, financial advisors, investment bankers, wealth management, trusted partners, (trust & estate, tax, alternatives), and other internal teams; and liaise with custodians and third-party managers to ensure smooth operational flow and administrative activities required to support client relationships.
Trust Advisor City National BankTrust AdvisorNew York, New YorkRemote$148,266–$252,544 / yearFull timeGather data for account reconciliation's, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues.
Inbound Call Center Reps - Financial Transfer Agent Dept. ExlService Holdings IncInbound Call Center Reps - Financial Transfer Agent Dept.NY$19–$24 / hourIn this role, you'll make an impact in the following ways: Respond to customers inbound calls via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance. In this role, you'll make an impact in the following ways: Respond to customers inbound calls via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.
Senior Trust, Estate & Fiduciary Strategist The Capital Group Companies IncSenior Trust, Estate & Fiduciary StrategistNew York, NY$174,000–$261,000 / yearAs an integral member of our Private Client Services ("PCS") team, the Senior Trust, Estate & Fiduciary Strategist will have the unique opportunity to utilize your legal background as a trust and estate planning attorney but do away with timesheets and billing in this in-house, non-practicing attorney role. Although you will no longer draft estate planning documents for clients, your experience in drafting estate planning documents and implementing tax and wealth transfer planning solutions for high-net-worth clients is essential.
Private Capital Solutions Sales Specialist MSCI Inc.Private Capital Solutions Sales SpecialistNew York, New York$100,000–$130,000 / yearFull timeLead client engagement, needs assessment, and solution pitches · High-level contact with clients/prospects and other major industry participants · Maintain accurate records regarding account visits, client conversations, finalized contracts · Work seamlessly with other departments (Client service, Research, Product Management, Legal, Billing) to ensure that all client requests and inquiries are managed appropriately · Proactively solicit client feedback regarding new initiatives and future product development while also providing feedback from clients to internal partners. Your skills and experience that will help you excel: Your skills and experience that will help you excel: Minimum 5 years sales experience in the asset management, financial services and/or fintech space · Strong understanding of financial markets and the investment process with some experience with alternative assets.
Wealth Managment Advisor Roseland, NJ Selby Jennings LtdWealth Managment Advisor Roseland, NJRoseland, NJThe Wealth Advisor will have the advantage of stepping into an existing book of HNW clients and will be responsible for delivering comprehensive financial guidance, deepening relationships, and growing their practice within a supported, high-quality platform. In addition, advisors benefit from a robust and highly competitive benefits package, including comprehensive healthcare coverage, a strong retirement program, and additional resources designed to support long-term financial and personal well-being.
Peapack Private, Commercial Real Estate Lending Peapack-gladstone BankPeapack Private, Commercial Real Estate LendingNew York, NY$202,575–$250,000 / yearThere are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. This role serves as a trusted advisor to real estate owners, developers, investors, family offices, and institutional sponsors while delivering customized lending, treasury management, deposit, and wealth management solutions.
Senior Account Executive NFP CorpSenior Account ExecutiveNY$60,000–$160,000 / yearThis dynamic role involves in-depth research, comprehensive analysis, and guide evaluation of various benefit plans, including medical, life, disability, and more, positioning you as a trusted benefit advisor to our clients. Explain legislative guidelines including COBRA, HIPPA, ERISA, Section 125, and Health Care Reform to clients; Keep clients aware of updates on relevant.
Senior Account Executive Aon PlcSenior Account ExecutiveNew York, NY$60,000–$160,000 / yearMay have direct supervisory responsibility of junior team members Knowledge, Skills and/or Abilities: Knowledge of benefits administration, reforms in the health care system, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Ability to express ideas clearly in both written and oral communications Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Education and/or Experience: BA/BS preferred Typically more than 8 years industry and product line experience. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients.
Managing Director - Warehouse Lending Huntington National BankManaging Director - Warehouse LendingNew York, New York$125,000–$255,000 / yearThe Managing Director - Warehouse Lending for CSG - Corporate Mortgage Finance Group, will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer’s needs, meeting them through the seamless delivery of the bank's products, services and associated resources. You will manage an assigned team of Relationship Manager/Bankers as direct reports; personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group’s Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth.