Senior Associate - Transaction Advisory Group - Financial Due Diligence Alvarez & Marsal Transaction Advisory Group, LLCSenior Associate - Transaction Advisory Group - Financial Due DiligenceNew York, NYFull timeTAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world. As a Senior Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services.
PGIM Custom Harvest - Client Service Associate Prudential Financial IncPGIM Custom Harvest - Client Service AssociateNewark, NJ$75,000–$105,000 / yearPGIM Custom Harvest, a division of PGIM Global Wealth, is a pioneer in the development of tax‑beneficial investment strategies using exchange‑traded funds (ETFs) for clients seeking improved after‑tax outcomes. 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.
Sales Support Associate FostersSales Support AssociateWestbury, NYCetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , First Allied Securities and Summit Brokerage Services . Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
NewStrategic Initiatives Consultant, Merchant Services Wells Fargo BankStrategic Initiatives Consultant, Merchant ServicesNew York, New York$143,000–$224,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Client Service Associate TAG EisnerAmper, LLCClient Service AssociateIselin, NJOur 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. Our firm adheres to a comprehensive approach helping high net worth clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.
Fund Services - Portfolio Analytics - Associate/Director Morgan StanleyFund Services - Portfolio Analytics - Associate/DirectorNew York, NY$90,000–$200,000 / yearEstablished in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family office clients. 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.
Institutional Equity Division – Associate, Fund Services - Portfolio Analytics (New York) Morgan StanleyInstitutional Equity Division – Associate, Fund Services - Portfolio Analytics (New York)New York, New YorkEstablished in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family office clients. 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.
Institutional Equity Division - Associate, Fund Services - Portfolio Analytics (New York) Morgan StanleyInstitutional Equity Division - Associate, Fund Services - Portfolio Analytics (New York)New York, NY$90,000–$130,000 / yearEstablished in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family office clients. 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.
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorSummit, New Jersey$75,000–$85,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Financial Planning Team Lead Guardian LifeFinancial Planning Team LeadNew York, NY$132,420–$217,545 / yearThe role will partner closely with Group Distribution and other enterprise stakeholders to build the Guardian Wealth Partners practice, strengthen connectivity across business lines, and ensure the offering is positioned as a compelling wealth management solution for clients across different targeted segmentations ranging from mass affluent to high net worth through a combination of fully digital and hybrid engagement models. In addition to overseeing the GWP Planning team and client delivery, this leader will play a critical role in developing and executing the client acquisition go-to-market strategy for Guardian Wealth Partners, including target client segments, referral pathways, distribution partnerships, and scalable engagement models.
Employee Relationship Manager - Financial Wellness Solutions PNC BankEmployee Relationship Manager - Financial Wellness SolutionsEast Brunswick, New JerseyPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. 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.
Financial Data Analyst (Data Analyst 2, SG-23) New York State Thruway AuthorityFinancial Data Analyst (Data Analyst 2, SG-23)New York, NY$86,681–$109,650 / yearThrough engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system. Substitution: Associate degree may substitute for two years of specialized experience; bachelors degree may substitute for four years of specialized experience; masters degree may substitute for five years of specialized experience; J.D.
Energy Services Strategic Sales - Eastern US Trane Technologies PlcEnergy Services Strategic Sales - Eastern USLong Island City, NY$98,300–$229,800 / yearDL NUMBER - Driver License, Valid and in State with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless/Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years. Work collaboratively with a cross-functional internal team of Project Development, Energy Engineering, and Project Management resources to develop system-related solutions for the customer's challenges and opportunities, including financial and performance-based considerations.
Director, Private Client Services – Family Office Alvarez & Marsal Tax, LLCDirector, Private Client Services – Family OfficeNew York, NYFull timeAs a Director within Private Client Services, you will: Provide multiple clients with a variety of accounting and support services including but not limited to the following: Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
Senior Solution Engineer, Financial Services Snowflake IncSenior Solution Engineer, Financial ServicesNew York, NY$220,000–$288,750 / yearIn this role you will work directly with the sales team and channel partners to understand the needs of our customers, strategize on how to navigate winning sales cycles, provide compelling value-based demonstrations, support enterprise Proof of Concepts, and ultimately close business. The following represents the expected range of compensation for this role: This role is eligible to participate in Snowflake''s commission plan and it is common for employees in this role to receive total on-target earnings of $220,000 - $288,750.
Financial Crimes Quality Assurance Mizuho Americas Services LLCFinancial Crimes Quality AssuranceNew York, NYFull timeThe Americas Compliance Department (ACD) manages compliance risk in the United States for Mizuho Bank Ltd. and its U.S. subsidiary bank, Mizuho Bank (USA) and also provides compliance support services to Mizuho Americas LLC, the U.S. bank holding company for Mizuho Financial Group. Familiarity with laws and guidance applicable to money laundering (i.e. Bank Secrecy Act, USA PATRIOT Act etc.) Years of specialized experience in Financial Crimes Compliance or related function at a globally diversified financial services organization.
Market Financial Center Manager - Nassau South Market Bank of AmericaMarket Financial Center Manager - Nassau South MarketFar Rockaway, New YorkThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Financial Assistance Advisor Part Time Rutgers The State University of New JerseyFinancial Assistance Advisor Part TimeNewark, NJServices are readily accessible and include: inpatient, outpatient, partial hospitalization, screening, crisis stabilization, family/caregiver support, community outreach and case management, supportive housing, supported employment, prevention and consultation, employee assistance programs, and a licensed therapeutic school from preschool through high school. Under Policy 100.3.1 Immunization Policy for Covered Individuals, if employment will commence during Flu Season, Rutgers University may require certain prospective employees to provide proof that they are vaccinated against Seasonal Influenza for the current Flu Season, unless the University has granted the individual a medical or religious exemption.
Senior Client Service Associate Wealth Enhancement Group LLCSenior Client Service AssociateNYRemote$75,000–$85,000 / yearThe Senior Client Service Associate provides advanced administrative and operational support to financial advisors, manages complex account and service requests, coordinates client communications and meetings, and helps ensure the efficient operation of the practice. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
Associate Director, Client Services - Account Executive Capital Rx, Inc.Associate Director, Client Services - Account ExecutiveNew York, NY$129,000–$150,000 / yearPosition Overview: The Associate Director, Client Services - Account Executive is responsible for managing the planning, execution, issue resolution and day to day account executive functions of an assigned high profile but limited client portfolio and team to ensure ongoing client satisfaction in the Pharmacy Benefit Management (PBM) market segment including Employer Groups, Public Entities, and Labor/Union. By delivering true price transparency, eliminating unnecessary middleman fees, and leveraging advanced AI-powered care delivery, Judi Health helps clients achieve unprecedented operational efficiency and service levels.