Financial Advisor- (Brooklyn College), Brooklyn, NY TD BankFinancial Advisor- (Brooklyn College), Brooklyn, NYBrooklyn, New York$78,520–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor- Great Neck, Long Island TD BankFinancial Advisor- Great Neck, Long IslandGreat Neck, New York$78,520–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Premier Financial Representative - East Meadow Teachers Federal Credit UnionPremier Financial Representative - East MeadowEast Meadow, NY$28.50–$34.15 / hourBuild a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States.
Market Financial Center Manager - Queens East Market Bank of AmericaMarket Financial Center Manager - Queens East MarketSpringfield Gardens, New YorkWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. 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.
Market Financial Center Manager - Brooklyn Queens West Market Bank of AmericaMarket Financial Center Manager - Brooklyn Queens West MarketJackson Heights, New YorkWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. 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.
Market Financial Center Manager - Brooklyn Staten Island Market Bank of AmericaMarket Financial Center Manager - Brooklyn Staten Island MarketBrooklyn, New YorkWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. 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.
Senior Principal Architect, Data & Analytics Services JPMorgan Chase & CoSenior Principal Architect, Data & Analytics ServicesJersey City, NJAs a Senior Principal Architect at JPMorganChase within Corporate Technology - Corporate Data & Analytics Services (CDAS), you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platform products. Deep expertise in data architecture patterns: data mesh, lakehouse, canonical data modeling, domain-driven design, event-driven and streaming architectures, CQRS, and API-led connectivity.
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICESNew York, NY$100,000–$130,000 / yearCresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Deals Services - Senior Associate, Strategic Finance And Fp&A, Advanced Decision Modeling (Boston/Hybrid) RSMDeals Services - Senior Associate, Strategic Finance And Fp&A, Advanced Decision Modeling (Boston/Hybrid)New York, NY$85,100–$161,700 / yearThe ideal Senior Associate candidate has 2+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. Qualifications: Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus 3-5 years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus 3-5 years of related work experience involving financial analysis.
J.P. Morgan Wealth Management - Branch Operations Support Associate JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Branch Operations Support AssociateNew York, NYFull timeGuide Financial Advisor and new client onboarding processes, Lead resolution of escalated operational issues, Communicate with advisor teams regarding potential operations issues, Execute and take ownership of assigned projects. Reporting to the Branch Operations Director, you execute critical operational processes and collaborate with Corporate and Investment Bank operations teams to deliver timely updates and communications to advisor teams.
Associate, Retirement Plan Services VestwellAssociate, Retirement Plan ServicesNew York, NY$60,000–$70,000 / yearVestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization.
Senior Associate, Retirement Plan Services VestwellSenior Associate, Retirement Plan ServicesNew York, NY$70,000–$80,000 / yearDay-to-Day You May Also Be Expected To: Exercising independent judgment to evaluate and resolve complex retirement plan issues, including eligibility determinations, vesting, plan amendments, mergers and acquisitions, deconversions, year-end testing, and audit support. You will serve as a subject-matter resource for sophisticated plan scenarios, assess risk and compliance considerations, and partner cross-functionally to ensure high-quality service delivery, client retention, and continuous operational improvement.
Investment Banking, Financial Institutions, Sr Associate Citigroup IncInvestment Banking, Financial Institutions, Sr AssociateNew York, NY$175,000–$225,000 / yearThe Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Investment Banking Sr Associate - Financial Institutions Group Citigroup Inc.Investment Banking Sr Associate - Financial Institutions GroupNew York, NY$175,000–$225,000 / yearThe Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
Senior Associate, Credit Technology Ares OperationsSenior Associate, Credit TechnologyNew York, New York$160,000–$180,000 / yearAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Reporting to the VP, Credit Engineering Lead, this role will serve as an early-career hands-on software engineer, working with senior engineers to build applications, APIs, data services, and platform capabilities across the credit investment lifecycle, including deal origination, underwriting, portfolio monitoring, risk management, and investment analytics. .
Associate Director, Client Services - Account Executive Capital Rx LLCAssociate Director, Client Services - Account ExecutiveNew York, NY$163,600–$190,000 / 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. Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Judi Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and.
Senior Associate: Operations Group/Transformation Services (OPEN TO ALL U.S. LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLCSenior Associate: Operations Group/Transformation Services (OPEN TO ALL U.S. LOCATIONS)New York, NYFull timeIdentifying opportunities to significantly reduce cost structure by changing business leadership structure, sales and sales support staffing levels, business unit and functional management structure, and improvements to efficiency of all major back-office functions. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving the middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.
Service Operations Associate (Westport, CT) Mercer AdvisorsService Operations Associate (Westport, CT)Westport, Connecticut$29–$33 / hourToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
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.