Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesWoodbridge, NJ$146,000–$200,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Wealth Management Advisory Reporting Vice President Jefferies Financial Group IncWealth Management Advisory Reporting Vice PresidentNew York, NY$140,000–$180,000 / yearThis individual will serve as a key point of contact for performance reporting-related matters, partnering closely with Financial Advisor Teams, Advisory Operations, and the technology vendor(s) to ensure timely issue resolution, effective platform utilization, and a high-quality client reporting experience. The role will focus on developing consolidated reporting packages, supporting client onboarding to the technology platform, and helping Financial Advisors leverage reporting tools, dashboards, and analytics to identify meaningful portfolio insights beyond investment returns.
Wealth Management Advisory Reporting Vice President Jefferies Financial Group Inc.Wealth Management Advisory Reporting Vice PresidentNew York, NY$140,000–$180,000 / yearThis individual will serve as a key point of contact for performance reporting-related matters, partnering closely with Financial Advisor Teams, Advisory Operations, and the technology vendor(s) to ensure timely issue resolution, effective platform utilization, and a high-quality client reporting experience. The role will focus on developing consolidated reporting packages, supporting client onboarding to the technology platform, and helping Financial Advisors leverage reporting tools, dashboards, and analytics to identify meaningful portfolio insights beyond investment returns.
Senior Associate, Internal Advisor Consultant Cohen & Steers IncSenior Associate, Internal Advisor ConsultantNew York, NY$80,000–$84,000 / yearPrimary responsibilities are providing support to Regional Consultants in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from financial advisors regarding mutual funds, separately managed accounts, Closed End Funds, private vehicles, and CITs. Job Summary: Provides service to financial advisors in the wirehouse, regional broker-deal, IDB, RIA, bank trust and multifamily office channels throughout the country working in partnership with Regional Consultants to maintain and cultivate relationships.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyNJ$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
National Advisor Recruiting Manager, VP Morgan StanleyNational Advisor Recruiting Manager, VPPurchase, NY$115,000–$190,000 / yearOur 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. Key responsibilities: Partner with Field leadership to review Financial Advisor recruit opportunities sourced by the manager and develop an in-depth understanding of each candidate's book of business, including production, assets, employment history, business mix, and other relevant profile details.
Project Manager RWJ Barnabas Health Medical IncProject ManagerNew Brunswick, NJ$130,000–$185,750 / yearAs a Project Manager on the RWJBarnabas Health Planning, Design & Construction team, you will lead capital projects from concept through completion, partnering with physicians, clinicians, facilities teams, contractors, architects, engineers, and other stakeholders to bring complex projects to life. From renovations and infrastructure improvements to major capital projects, your leadership will help create modern, safe, and innovative spaces designed around the needs of our patients, families, physicians, and employees.
Senior Manager of Patient Services Shields Health SolutionsSenior Manager of Patient ServicesHoboken, NJThis role is responsible for ensuring the adoption and continuity of best practices, achieving clinic and site level metrics, building relationships with health system stakeholders, providing ongoing support to the team, coordinating coverage, coaching, performance management and professional development of the Specialty Pharmacy Liaisons and Managers of Patient Services. Solid computer skills are required, including proficiency in Microsoft Office tools (Outlook, Teams, Word, Excel, and PowerPoint) for communication, documentation, and data management, as well as, navigating the internet and web-based platforms.
NewDirector of Major and Planned Giving Montclair State UniversityDirector of Major and Planned GivingMontclair, New JerseyWorking knowledge of tax law, estate planning principles, and charitable gift vehicles, including bequests, charitable remainder and lead trusts, gift annuities, retained life estates, and beneficiary designations. Reporting to the Assistant Vice President of Major and Planned Gifts, the Director of Major and Planned Giving is a key leader within the University Development team who advances the university’s mission and strategic priorities through transformational philanthropy.