Enterprise Account Executive - Financial Services Salesforce.com, Inc.Enterprise Account Executive - Financial ServicesNew York, NY$123,200–$247,800 / yearResponsibilities: Build trusted relationships with key stakeholders and C-suite decision makers within assigned accounts, helping customers realize value from their Salesforce investments. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $135,300 - $272,600 per year.
J.P. Morgan Wealth Management - Private Client Advisor - Sparta, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Sparta, New JerseySparta, NJUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewTax Senior, Core Tax Services BDO International LtdTax Senior, Core Tax ServicesWoodbridge, NJ$84,000–$110,000 / yearManages projects by planning the tax process and the procedures to be performed with quality; Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers; Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues; Meets internal deadlines to match the client expectations for timely delivery of service; Identifies book-to-tax differences. Identifies consulting opportunities to reduce client's tax liability; Provides efficient and effective support for client consulting projects; Gathers relevant information for controversy work, efficiently and effectively; Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.
Tax Experienced Senior, Core Tax Services BDO USA PCTax Experienced Senior, Core Tax ServicesNew York, NY$96,000–$125,000 / yearQualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in accounting, Finance, Economics or Statistics OR Bachelor''s degree in other focus area and CPA certification required (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.
Tax Senior, Core Tax Services BDO USA PCTax Senior, Core Tax ServicesNew York, NY$84,000–$110,000 / yearManages projects by planning the tax process and the procedures to be performed with quality; Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers; Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues; Meets internal deadlines to match the client expectations for timely delivery of service; Identifies book-to-tax differences. Identifies consulting opportunities to reduce client's tax liability; Provides efficient and effective support for client consulting projects; Gathers relevant information for controversy work, efficiently and effectively; Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.
Office Services Assistant, Temporary Baker Tilly Advisory Group, LPOffice Services Assistant, TemporaryNew 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. New hire set-up - assign office or cubicle, retrieve name plates for offices or cubicles, IT tickets, new hire photo, badges, keys, new hire supplies, etc. and organize/clean out offices and cubicles of exiting team members.
NewClient Partner - Financial Services Slalom IncClient Partner - Financial ServicesNew York, NY$200,000–$260,000 / yearClient Partners are accountable for both opportunity identification and the active leadership of delivery across their accounts, remaining deeply involved in execution and working closely with Slalom teams to drive strong client outcomes and long-term impact. Primary responsibilities include representing Slalom's consulting and technical services within assigned accounts, setting strategic direction, driving delivery excellence, leading teams, and owning revenue growth and account health.
Investor Services Specialist Career Launch AIInvestor Services SpecialistNew York, NY$140,000–$185,000The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching for investor services, operations, and client support roles. This role ensures that investors receive timely and accurate information, resolves inquiries efficiently, and supports the operational processes that underpin capital management and investor satisfaction.
Manager, Investment Operations | Private Accounting | PGIM Global Services ( Hybrid/ Newark, NJ) PGIM Global High Yield FundManager, Investment Operations | Private Accounting | PGIM Global Services ( Hybrid/ Newark, NJ)Newark, NJ$115,000–$128,000 / yearYou'll work across a diverse portfolio of asset classes including equities, public and private fixed income, and asset-backed securities, while helping ensure the accuracy, integrity, and transparency of PGIM's financial reporting and investment records. You'll serve as a key partner across the organization, helping deliver accurate and timely month-end and quarter-end results while supporting strategic initiatives that enhance operational effectiveness and business outcomes.
Analyst, Investment Operations | iRisk Data Integrity | PGIM Global Services ( Newark, NJ / Hybrid) PGIM Global High Yield FundAnalyst, Investment Operations | iRisk Data Integrity | PGIM Global Services ( Newark, NJ / Hybrid)Newark, NJ$60,000–$70,000 / yearYou'll partner with experienced team members across PGIM Global Services and the Chief Investment Office to learn how investment data supports decision-making across a global investment management business. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Financial Services Audit Manager WithumFinancial Services Audit ManagerNew York, NY$110,000–$190,000 / yearThis Financial Services Audit Manager 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. How You'll Spend Your Time: Leading or supervising the engagement team staff on the planning and execution of an audit, review or compilation engagement to effectively and efficiently provide world-class client service to clients.
Audit Manager, Technology & Professional Services AnchinAudit Manager, Technology & Professional ServicesNew York City, NY$130,000–$180,000 / yearAnchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries.
Associate, Global Analytics and Financial Engineering (New York City, NY, US, 10281) The Bank of Nova ScotiaAssociate, Global Analytics and Financial Engineering (New York City, NY, US, 10281)New York City, NY$155,000–$185,000 / yearGuided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious metals.
Director, Agency Services, Project Finance & Infrastructure Canadian Imperial Bank of CommerceDirector, Agency Services, Project Finance & InfrastructureNew York, NY$225,000–$250,000 / yearAs Director, Agency Services, Project Finance & Infrastructure, you will be responsible for managing all client-facing and lender-facing activities (inter alia, the processing of waivers, extensions, consents, amendments, refinancings) on transactions in our portfolio where CIBC is acting as Administrative Agent or is a bilateral lender to a client. The Agency Services team will serve as the main point of contact for deal stakeholders (sponsors, borrowers, consultants, lawyers, lenders etc.) while closely working with the Portfolio Management team and Deal Execution Teams.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesIselin, NJ$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Senior Banker - Chinatown Financial Center - Bilingual Mandarin Required Bank of America CorpSenior Banker - Chinatown Financial Center - Bilingual Mandarin RequiredNew York, NY$25–$31.37 / hourResponsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Financial Solutions Advisor - Saddle River Bank of America CorpFinancial Solutions Advisor - Saddle Riversaddle river, NJ$70,000–$80,000 / yearKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Sourcing Manager-IT Professional Services New York University School of MedicineSourcing Manager-IT Professional ServicesNew York, NY$121,792.21–$157,500 / yearNegotiation and Contract Management: Lead commercial and contractual negotiations with IT Professional Services vendors to secure favorable terms, pricing, and contractual agreements including services scope, deliverables, acceptance criteria, service level agreements (SLA), payment structure, and key performance indicators (KPI). In this role, the successful candidate as key member of IT Strategic Sourcing team, you will play a critical role in developing and executing strategic sourcing initiatives including analyzing spend data, performing market analysis, leading the end to end RFx process.
Enterprise Account Executive- Financial Services ApplauseEnterprise Account Executive- Financial ServicesNew York, NYFull timeFocus on Business Development and Account Management to maximize Applause’s revenue and profitability potential by up-selling to existing clients, driving renewal revenue and ensuring client satisfaction; Involvement in kickoff meetings, major milestone meetings, and opportunistic participation where senior client decision makers are present. Sales Leadership – Strategic sales approach, creates value for clients and adds to the company’s capabilities and reputation; Maintains a thorough understanding of Applause’s product offerings and tailoring its presentation to meet the needs of different types of organizations.
Client Service Associate II JPMorgan Chase Bank, N.A.Client Service Associate IIBrooklyn, NYFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing exceptional customer service and operational support.