Private Wealth, Relationship Management Associate Blue Owl Capital HoldingsPrivate Wealth, Relationship Management AssociateNew York City, New York$115,000–$125,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.
Private Wealth, Market Leader - Senior Associate Blue Owl Capital IncPrivate Wealth, Market Leader - Senior AssociateNew York, NY$125,000–$135,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. The Senior Associate will partner with a Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of proactive sales outreach and representing themselves as a subject matter expert for our investment offerings.
NewSustainability Sales Associate, Non-Financial Corporations, Americas S&P GlobalSustainability Sales Associate, Non-Financial Corporations, AmericasNew York, New YorkAssumes a long-term, integrated perspective while also driving attainment of monthly and quarterly sales results, including short-term results, sales forecasts, and sustainable strategy for the designated territory ensuring both short-term and long-term success. This role will work in partnership with the marketing and business line leaders to establish clear, customer-oriented value propositions for the entire suite of sustainability solutions targeting our clients.
Business Development Director- Private Client Services (Tax) TAG EisnerAmper, LLC (Inactive)Business Development Director- Private Client Services (Tax)New York, NY$3–$10 / yearOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. The executive will develop deep, strategic relationships with influential wealth management firms, private banks, RIAs, family offices, trust companies, business managers, and law firms, converting those relationships into meaningful, firmwide revenue.
Annuities Inbound Sales Consultant Prudential FinancialAnnuities Inbound Sales ConsultantNewark, New JerseyReceive immediate training, as well as ongoing coaching and mentoring from experienced members of the sales team in order to equip yourself with the meaningful sales and leadership skills necessary for success in this role. Reactively engage existing or prospective financial professionals in creative opportunities daily, using consultative selling techniques and by continuously educating about Prudential solutions.
Global Infrastructure - Complex Credits Group, Associate Director Fitch RatingsGlobal Infrastructure - Complex Credits Group, Associate DirectorNew York, NY$115,000–$140,000 / yearWhat You Need to Have: Bachelor's degree at minimum, advanced degree a plus; 7+ years relevant experience in a capital markets and/or credit analysis role; A healthy sense of intellectual curiosity and a life-long learning mindset; A demonstrated willingness and ability to attack and explain topics of analytical complexity; Strong analytical, quantitative, and organizational skills; Excellent written and verbal communication skills; Excellent modelling skills and thorough familiarity with spreadsheet-based financial models. Maintain a strong external network and profile that continues to build Fitch's reputation for analytical excellence by representing Fitch in a compelling and persuasive manner at industry conferences, webinars, issuer meetings/site visits and through media communication.
Senior Auditor Vaco LLCSenior AuditorNew York, NYDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Our client is seeking an experienced Internal Auditor to lead risk-based audits and help strengthen internal controls, risk management, governance, and regulatory compliance.
Client Services Manager Moneco AdvisorsClient Services ManagerFairfield, CTWe combine a collaborative, people-first culture with sophisticated planning capabilities — and the Client Services Manager is central to making that experience seamless for every client we serve. This role works out of our Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
Private Wealth Summer Intern AllianceBernstein LPPrivate Wealth Summer InternNew York, New YorkWe are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. Bernstein Private Wealth Summer Interns are client service-minded individuals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, support the growth of our Private Wealth Management Platform.
Senior Banker II - Newport Center Financial Center Bank of AmericaSenior Banker II - Newport Center Financial CenterJersey City, New JerseyResponsibilities: • 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.
Vice President, Global Product Marketing Lead Treasury Services JPMorgan Chase & CoVice President, Global Product Marketing Lead Treasury ServicesJersey City, NJAs the Vice President, Global Product Marketing Lead Treasury Services in Treasury Services, you will partner closely with leaders across Treasury Services (TS), Product, Strategy, and Commercialization to develop compelling client-ready narratives and materials that articulate benefits, outcomes, and proof points. 8+ years of product marketing, go-to-market, or related experience, ideally in payments, B2B technology, SaaS, or financial services; Experience launching and scaling products through partner and direct channels; strong narrative and enablement portfolio.
Business Enablement & Transformation Services Lead Technical Program Manager JPMorgan Chase & CoBusiness Enablement & Transformation Services Lead Technical Program ManagerJersey City, NJUses enterprise-authorized AI capabilities within the work environment to accelerate program planning and risk synthesis (e.g., consolidating inputs into integrated plans, RAID, and executive-ready updates), validating outputs and handling data according to sensitivity requirements. We manage and maintain the connective tissue between our strategy and goals across the FS portfolio of platforms, technical services and experience products and accomplish this by engaging and supporting our firmwide stakeholders and colleagues.
Associate - Technology (Workday Financials) PJT Partners IncAssociate - Technology (Workday Financials)New York, NY$95,000–$120,000 / yearAdditional responsibilities include: Provide day-to-day production support for Workday Financials, triaging, diagnosing and resolving configuration or data issues; Support Workday Financials-related projects from planning through execution, ensuring alignment with business goals and timelines; Manage configuration, testing and deployment of updates across Workday Financials modules such as Financial Accounting, Procurement, Accounts Payable, Expenses and Projects, including business process configuration and security administration; Support Financials platform roll-out within various business verticals, including finance, accounting and procurement teams; Design, build and maintain business process configuration across Financials workstreams, including approval chains, conditional routing and notifications; Configure and maintain domain and business process security policies, supporting security group assignments, access reviews and audit and compliance requests; Build and maintain custom reports, calculated fields and dashboards using Workday Report Writer, partnering with Finance to translate reporting requirements into scalable designs; Partner with Finance, Accounting and other cross-functional teams to understand business needs and support the design of effective Workday Financials solutions; Support integration efforts between Workday Financials and other enterprise systems (e.g. In addition, qualified candidates will possess the following: Bachelor's degree in Business Administration, Information Technology, Finance or a Business-related degree; 3-4 years of experience with Workday Financials, with hands-on configuration exposure to Accounts Payable, Contracts to Cash, General Ledger and Expense; Demonstrated experience configuring Workday business processes, including approval routing and conditional logic; Working knowledge of Workday security, including domain security policies, business process security policies and security group configuration; Strong Workday Report Writer skills, including calculated fields and advanced/matrix reports; Experience providing production support in a live Workday tenant, including incident triage and root cause analysis; Strong written, verbal and communication skills with the demonstrated ability to collaborate with multiple stakeholders; Excellent problem-solving skills and the ability to troubleshoot complex issues; Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
Senior Consultant, National Federal Tax Services - Transaction & Integration Services (T&Is) - E300 DeloitteSenior Consultant, National Federal Tax Services - Transaction & Integration Services (T&Is) - E300New York, NY$78,675–$160,750 / yearTranslate that knowledge into assisting in the evaluation of the income tax implications of different types of technically complex corporate life cycle events ranging from equity financings, IPOs, restructurings, and mergers, acquisitions, and divestures. The Transaction & Integration Services (T&IS) practice advises businesses and their investors on tax matters associated with integration, divestment, joint ventures, bankruptcy emergence, public equity offerings, and legal entity realignment.
Avp, Business Consultant LPL Financial ServicesAvp, Business ConsultantNew York, NY$114,330–$190,550 / 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.
Portfolio & Trading Solutions – Portfolio Management, Vice President Morgan StanleyPortfolio & Trading Solutions – Portfolio Management, Vice PresidentNew York, New York$115,000–$190,000 / yearThe Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. With more than $280 billion already under management, Morgan Stanley’s Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns.
Portfolio & Trading Solutions - Portfolio Management, Vice President Morgan StanleyPortfolio & Trading Solutions - Portfolio Management, Vice PresidentNew York, NY$115,000–$190,000 / yearThe Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. With more than $280 billion already under management, Morgan Stanley's Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns.
Global Treasury & Payments Advisor I First Citizens BankGlobal Treasury & Payments Advisor INew York, New York$75,000–$98,000 / yearFull timeBachelor's Degree and 1 years of experience in OR High School Diploma or GED and 5 years of experience in Treasury Management, Cash Management, Commercial Banking, Payments, Treasury Sales Support, or related financial services experience. Sales Execution & Coordination; Consultative Communication & Relationship Building; Operational Excellence; Strategic Analysis; Treasury & Solution Knowledge; Client Relationship Management; Presentation Skills; Financial Analysis; Project Management.
Tax Director - Private Client Services JobotTax Director - Private Client ServicesNew York, NY$190,000–$250,000 / yearThe team advises high-net-worth and ultra-high-net-worth individuals, families, business owners, family offices, trusts, estates, investment entities, and closely held businesses on complex tax planning and compliance matters. We are seeking an experienced Tax Director - Private Client Services to lead sophisticated tax compliance, planning, and advisory engagements for high-net-worth individuals, families, family offices, and closely held businesses.
Senior Vice President, Infrastructure Services The Bank of New York Mellon CorpSenior Vice President, Infrastructure ServicesJersey City, NJIn this role, you'll make an impact in the following ways: Designs, coordinates, integrates, and provides general support for complex application and/or infrastructure implementations and integrations for internal business partners and/or external clients and regulators in a multi-tiered, multi-platform environment. Partners with IT stakeholders to identify and implement continuous process improvements and solutions to critical issues, delivering data-driven analyses to measure critical success factors and key performance indicators across relevant processes and services.