Lead Senior Counsel Americas Advisory Cbre ValuationLead Senior Counsel Americas AdvisoryNew York City, NYCBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). As the Lead Senior Counsel, Americas Advisory - Tri State Region at CBRE, you will serve as a key legal advisor to executive leaders and senior business stakeholders across the leasing and valuations segments-while also leading a large, NYC-based team responsible for delivering day-to-day legal support at scale.
Healthcare Investment Banking, Vice President, NY, Global Advisory Rothschild & Co SCAHealthcare Investment Banking, Vice President, NY, Global AdvisoryNew York, NY$250,000–$275,000 / yearWe have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. Given the global nature of our firm and broad reach of our M&A practice, this role will involve working collaboratively with colleagues in the North American industry coverage teams and other colleagues globally on international / cross-border projects.
Senior Regional Manager, Schwab Wealth Advisory The Charles Schwab CorpSenior Regional Manager, Schwab Wealth AdvisoryStamford, CTSchwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryJersey City, NJManager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
Senior Consultant, CFO Advisory ERP Strategy West Monroe Partners, LLCSenior Consultant, CFO Advisory ERP StrategyNew York, NY$116,000–$136,500 / yearWhat you'll do: Serve on client delivery teams as a program manager on engagements of moderate-to-high complexity and scale; structure and manage your own work and the work of others within multiple workstreams according to project workplan and Statement of Work (SOW); support functional workstream planning and execution by collaborating with team members and client functional leads. 3+ years of "hands-on" experience configuring business applications and at least 1-2 years of experience advising clients on the selection and implementation of ERP Solutions (SAP ERP, Oracle ERP Cloud, and Microsoft Dynamics 365 strongly preferred); must have been an active team member or PM on at least 2 full-cycle ERP implementations.
Svp, Centrally Managed Advisory Programs (Uma) LPL Financial ServicesSvp, Centrally Managed Advisory Programs (Uma)New York, NY$201,365–$335,677 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Treasury Advisory Executive (Director) Bank of America CorpTreasury Advisory Executive (Director)New York, NY$146,500–$234,000 / yearResponsibilities:Manages client engagements and reviews, account management, complex deals, and/or emerging solution opportunities with clients to grow market share through deal supportServes as a bank representative presenting at key industry events, leading consultative discussions at multiple levels of the organization, and providing product line expertiseAssists banking line partners in understanding treasury management, product risk, and ensuring applicable policies are applied through the sales cycleManages the strategy and tactical execution of segment initiatives across all major Lines of Business, driving collaboration between product, sales, and client relationship teamsIdentifies and develops responses to emerging product trends, competitive strategies, and market gapsDevelops and implements programs and policies in partnership with market leadership to drive Global Treasury solutions and local market strategiesActs as the product or industry expert in client call planning and strategic client reviews, identifying opportunities and influencing solutionsRequired Qualifications:7-10 years of experience in corporate treasury, finance, and/or treasury advisory consulting, ideally within a multinational environment. Treasury Advisory ExpertiseProvide guidance across a range of corporate treasury topics, including:International expansion and operating model designShared Service Center operations and treasury centralizationLiquidity management and cash structuring modelsBusiness resilience, governance, and complianceTreasury technology, including ERP and Treasury Management Systems (TMS) integrationTreasury transformation, operational process workflow and organizational designTypical engagement scenarios include:Mergers, acquisitions, and divestitures (integration and optimization)Risk management frameworks and methodologies Order-to-cash and procure-to-pay optimizationCash forecasting and liquidity management strategiesIn-house bank structures and treasury centralization initiatives Market Intelligence & Thought LeadershipConduct ongoing research into global treasury trends, market developments, and emerging operating models to assist clients with interpretation and impact analysis.
NewTrading & Value Chain Optimization Advisory Senior Consultant Deloitte Touche Tohmatsu LtdTrading & Value Chain Optimization Advisory Senior ConsultantStamford, CT$110,700–$218,300 / yearAs a Senior Consultant, Trading & VCO on the Enterprise Operations & Risk team, you will be responsible for: Lead analysis across the commodity trade lifecycle, including deal capture, scheduling and nomination, pricing, and settlements, to identify data, process, and control improvement opportunities within trading and risk operations. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Associate - Global Markets Advisory and Contract Execution, Securities Funding Documentation Team The Toronto-Dominion BankAssociate - Global Markets Advisory and Contract Execution, Securities Funding Documentation TeamNew York, NYThe Associate - Global Markets Documentation is responsible for providing best-of-class service to clients of TD Securities and internal business partners by preparing and negotiating legal documentation with global counterparties for trading products such as derivatives, foreign exchange and commodity products, i.e. ISDA Master Agreements, physical commodity agreements, and related credit support documentation. Ensure that the Bank is adequately protected in all dealings by preparing and negotiating capital markets agreements, including ISDA Master Agreements, related credit support documentation, prime brokerage agreements, master confirmation agreements, energy and metals agreements, repo and securities lending agreements, and other bespoke capital markets agreements.
Associate, 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.
Shareholder Advisory Specialist Cleary Gottlieb Steen & Hamilton LLPShareholder Advisory SpecialistNew York, New York$135,000–$165,000 / yearThis is a specialized analytical role embedded within the firm's M&A and Corporate Practice Group, working directly alongside partners and associates — including the firm's Shareholder Activism Defense Partners — who advise boards and senior management on activist defense, proxy strategy, and corporate governance. The Shareholder Advisory Specialist will function as one of the firm's in-house proxy intelligence resources — building vulnerability assessments, monitoring the activism landscape, and producing the analytical work product that underpins client strategy and business development.
Strategic Partnerships Lead, Accounting Advisory DualEntryStrategic Partnerships Lead, Accounting AdvisoryNew York City, New YorkCaelahn joined DualEntry to build the partnerships function from zero; inherited 323 partner conversations, defined our 4-channel taxonomy, and stood up the attribution and program infrastructure to activate and scale across all four channels in his first 8 weeks. You'll find leaders, colleagues who've competed at the highest levels of sport, performed on Broadway, trained with UFC champions and founded the country’s largest Python community - because that's what it takes to reinvent a $220B industry.
Director, Forensic Data & Analytics - Risk Advisory Ankura Consulting Group LLCDirector, Forensic Data & Analytics - Risk AdvisoryNew York, NY$85,000–$125,000 / yearOur team is currently expanding into key markets including New York, Chicago, and Washington, D.C. Role Overview: The Director is a pivotal leadership role requiring a blend of technical mastery and strategic business acumen. This compensation range is specific to the said markets and considers a broad range of factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs.
Investment Banking Analyst II, Advisory - Digital Infrastructure Citizens Financial Group IncInvestment Banking Analyst II, Advisory - Digital InfrastructureNew York, NY$115,000–$120,000 / yearOur Analysts are based in the NYC Metro area and support Managing Directors, Directors, Vice Presidents and Associates as they develop and pitch/market new ideas to help corporate clients and financial sponsors achieve their financial and strategic objectives. 1+ years of direct experience with proven client interaction and Investment Banking, Leveraged Finance or Capital Markets experience; will look at strong accounting backgrounds (2-4 years) with Big 4 accounting firms.
Senior Consultant, Cpa, SEC Accounting & Advisory| Forensic And Litigation Consulting | New York FTI Consulting, Inc.Senior Consultant, Cpa, SEC Accounting & Advisory| Forensic And Litigation Consulting | New YorkNew York, NYPerform technical accounting research utilizing online tools and publicly available information, assist in preparing reports and schedules that will be delivered to clients and other parties, and develop and maintain productive working relationships with client personnel. Perform day-to-day activities of projects including interaction with client personnel, other team members, and professionals from other firms involved in accounting advisory and forensic and litigation consulting engagements.
Senior Consultant, CPA, SEC Accounting & Advisory| Forensic and Litigation Consulting | New York FTI ConsultingSenior Consultant, CPA, SEC Accounting & Advisory| Forensic and Litigation Consulting | New YorkNew York, New YorkPerform technical accounting research utilizing online tools and publicly available information, assist in preparing reports and schedules that will be delivered to clients and other parties, and develop and maintain productive working relationships with client personnel. Perform day-to-day activities of projects including interaction with client personnel, other team members, and professionals from other firms involved in accounting advisory and forensic and litigation consulting engagements.
AML Advisory Team Lead - Broker-Dealer Securities Division StoneX GroupAML Advisory Team Lead - Broker-Dealer Securities DivisionNew York, New York$90,000–$135,000 / yearThis position will involve, among other tasks, responding to the front office inquiries regarding customer-related matters; advising on CIP/KYC/CDD and other AML requirements; analyzing enhanced due diligence (EDD) reviews to evaluate customer risk and providing clearance; handling activity and adverse media alert escalations for further review; working with independent auditor(s) and regulators to provide information being requested. Maintaining an in-depth understanding of how Bank Secrecy Act (BSA)/USA PATRIOT Act, OFAC/Sanctions, FinCEN, and FINRA/SEC requirements apply in practice to all aspects of the Clearing (Direct and Indirect) and Wealth Management business lines in the BD Securities Division.
Director, Accounting Advisory & Controllership Transformation (Aact) Portage Point PartnersDirector, Accounting Advisory & Controllership Transformation (Aact)New York, NY$505,000–$695,000 / 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). Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay, order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence, IPO readiness and post-transaction accounting.
Senior Advisor - Grid Modernization Advisory Services WSP Global IncSenior Advisor - Grid Modernization Advisory ServicesNY$175,000–$250,000 / yearCandidates should have a broad understanding of the energy industry and be able to demonstrate strong experience that will support our primary services of assessing organizational needs, creating strategic roadmaps, developing business cases / cost justifications, optimizing business processes, supporting system / vendor selections, and serving as trusted advisors for our clients. We are looking for talented, creative, and highly motivated Senior Advisors to join our growing Grid Modernization Advisory Services team as we help utilities and grid operators expertly navigate these complex technical and organizational transitions.
Director, Tax & Advisory Morgan StanleyDirector, Tax & AdvisoryNew York, New YorkMorgan Stanley Services Group, Inc. is seeking a Director, Tax & Advisory in New York, New York to provide tax compliance and reporting support for the firm consolidated federal, state, and local corporate tax returns, relevant schedules, and supporting documentation. Our 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.