Director, Complex Financial Instruments Alvarez & Marsal Valuation Services, LLCDirector, Complex Financial InstrumentsNew York, NYFull timeDue to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, transaction opinions, complex financial instruments, alternative investments, structured finance, and litigation support. As part of a select and highly skilled Complex Financial Instruments Valuation team, you will have the opportunity to assist in the valuation of equity compensation, complex capital structures, earnouts, convertible debt, and various other complex assets and liabilities.
Head of AI - Financial Advisory Lazard IncHead of AI - Financial AdvisoryNew York, NY$180,000–$225,000 / yearWe believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role.
Services Senior Digital Product Lead, CitiManager Platform - SVP Citigroup IncServices Senior Digital Product Lead, CitiManager Platform - SVPNew York, NY$163,600–$245,400 / yearThrough our five business lines - Liquidity Management Services, Payments, Trade & Working Capital Solutions, Investor Services and Issuer Services - we provide cash management, payments/receivables solutions, working capital solutions, post-trade securities services and issuer services across Citi's global network. Sitting within Platforms and Data Services, part of Citi Services, this role places you at the center of a high-impact product that serves clients across payments, liquidity, and working capital globally.
Services Senior Digital Product Lead, Citimanager Platform - SVP Citigroup Inc.Services Senior Digital Product Lead, Citimanager Platform - SVPNew York, NY$163,600–$245,400 / yearThrough our five business lines- Liquidity Management Services, Payments, Trade & Working Capital Solutions, Investor Services and Issuer Services - we provide cash management, payments/receivables solutions, working capital solutions, post-trade securities services and issuer services across Citi's global network. Sitting within Platforms and Data Services, part of Citi Services, this role places you at the center of a high-impact product that serves clients across payments, liquidity, and working capital globally.
Financial Restructuring & Bankruptcy Client Service Specialist Fox Rothschild LLPFinancial Restructuring & Bankruptcy Client Service SpecialistMorristown, NJ$30.77–$45.67 / hourAs a member of the Client Services Team (CST), the Financial Restructuring & Bankruptcy Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.
Associate Director, Strategic Sourcing- Marketing & Professional Services College BoardAssociate Director, Strategic Sourcing- Marketing & Professional ServicesNew York, NYRemote$60,000–$100,000 / yearYou will also partner closely with cross-functional stakeholders including Engagement and Reach and Global Policy and External Relations, as well as partners in Governance Risk and Compliance, Legal, Finance, and suppliers to align sourcing strategies with organizational goals, mitigate risk, manage supplier relationships and ensure compliance with policies and regulations. The Associate Director, Strategic Sourcing- Marketing & Professional Services will lead enterprise-wide procurement initiatives, supplier relationship management, and contract management activities across multiple categories of spend.
Equities Trade Support Consultant Page GroupEquities Trade Support ConsultantNew York, NY$100–$105 / hourThe Equities Trade Support Consultant will play a key role in managing trade support functions for equity products within the banking and financial services sector in New York. This role focuses on ensuring accurate trade processing, resolving discrepancies, and collaborating closely with internal teams to maintain seamless operations.
Senior Client Services Specialist, Family Office Aldrich CPAs + Advisors LLPSenior Client Services Specialist, Family OfficeNYRemote$75,000–$105,000 / yearAs an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7 billion in assets. The Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance.
J.P. Morgan Wealth Management - Private Client Advisor - Westchester East JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westchester EastWhite Plains, NYUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Westbury, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westbury, NYWestbury, NYUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Farmingdale, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Farmingdale, NYFarmingdale, NYUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Paramus / Wayne / Wyckoff - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Paramus / Wayne / Wyckoff - New JerseyWyckoff, 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.
J.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New JerseyEdison, 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.
J.P. Morgan Wealth Management - Private Client Advisor - Wallington / Clifton - New Jersey - Bilingual Polish/English Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wallington / Clifton - New Jersey - Bilingual Polish/English PreferredClifton, NJThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred)Great Neck, NYUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Woodbury, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Woodbury, NYWoodbury, NYUsing 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 Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New JerseyMontclair, 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.
J.P. Morgan Wealth Management - Private Client Advisor - Wantagh, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wantagh, NYWantagh, NYUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NYRockville Centre, NYUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Hicksville, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Hicksville, NYHicksville, NYUsing 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.