Associate Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpAssociate Wealth Advisor, Schwab Wealth AdvisoryStamford, CTCoachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Deputy General Counsel Bank & Trust Stifel Financial CorpDeputy General Counsel Bank & TrustNew York, NYStrong knowledge of federal and state banking laws and regulations applicable to regulated financial institutions • Significant firm or in-house experience supporting commercial banks and other regulated financial institutions• Demonstrated expertise with the Uniform Commercial Code (UCC) and secured credits • Independence, integrity, team play and client relationship acumen. Conduct and support:• Due diligence, workouts, disputes and distressed credit matters• Drafting, reviewing and negotiating contracts, including relevant regulatory requirements • Identification, assessment and advising of legal and regulatory risk • Monitoring of legal and regulatory landscape and changes.
Test Automation Engineer Interactive Brokers Group IncTest Automation EngineerGreenwich, CT$140,000–$160,000 / yearAbout your Team: On the Transactional Surveillance Technology team you will be testing infrastructure you build will be critical to maintaining the teams velocity and reliability in detecting market manipulation and financial crimes, directly supporting regulatory compliance and protecting millions of client accounts. Youll build and maintain the automated testing infrastructure that ensures reliability across systems processing 1+ billion order events daily-work that directly impacts the fairness and security of financial markets.
Compliance Analyst - CAT Transaction System Interactive Brokers Group IncCompliance Analyst - CAT Transaction SystemGreenwich, CTIBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. The ideal candidate would have some degree of self-sufficiency in performing data analysis using common programming languages (e.g., Python, Perl) and database queries (e.g., SQL).
Product Manager Interactive Brokers Group IncProduct ManagerGreenwich, CTIBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. Our Trading Platforms group is looking for Product Manager with good knowledge and ability to communicate effectively, understanding problems and explain their solution.
NewPrivate Wealth Principal Bonadio & Co LLPPrivate Wealth PrincipalNew York City, NY$150,000–$225,000 / yearThis individual will lead complex client relationships and engagements, develop future leaders, deepen the Firm's capabilities, and drive growth in the private wealth market through strong advisory relationships and integrated solutions. This role will serve high-net-worth and ultra-high-net-worth individuals, multi-generational families, family offices, trusts, estates, and related investment entities.
VP Investment Risk & Quantitative Analysis Franklin Resources IncVP Investment Risk & Quantitative AnalysisStamford, CTOSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
Asset Management, Tax Smart Investment Specialist, Vice President JPMorgan Chase Bank, N.A.Asset Management, Tax Smart Investment Specialist, Vice PresidentNew York, NYFull timeAs a Tax Smart Investment Specialist - Vice President on the Custom Management Account Solutions team team you will be responsible for all commercial and client-facing activity within the investment team, partnering with portfolio managers, researchers, technologists, and other functions in growing the business and delivering the best possible service to both internal and external parties. Morgan Asset Management (JPMAM)'s Custom Management Account Solutions (CMAS) group is responsible for over $70bn in AUM across active and indexed tax-aware strategies, including long-short strategies, active strategy tax-overlays, and direct-indexing.
Trust Settlement Officer VP JPMorgan Chase Bank, N.A.Trust Settlement Officer VPNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Wealth Relationship Manager - SAFE ACT - Elmhurst, NY Citigroup IncWealth Relationship Manager - SAFE ACT - Elmhurst, NYElmhurst, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.Citi Wealth - Wealth Relationship Manager - ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - AVP - BROOKLYN Citigroup IncWealth Relationship Manager - AVP - BROOKLYNBrooklyn, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Citi Wealth - Wealth Relationship Manager - Flushing, NY Citigroup IncCiti Wealth - Wealth Relationship Manager - Flushing, NYFlushing, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Director of Finance EOS Hospitality LLCDirector of FinanceBrooklyn, NY$145,000–$160,000 / yearDirect and administer all financial operations of the hotel to include, but not limited to, asset protection, financial reporting, systems management, hotel-wide budget and forecasting, department management, and meeting participation and facilitation. Strong command of software applications, especially Microsoft Office (Word, Excel, PowerPoint) and hotel-specific platforms (Infor-HMS, ADP, Birchstreet, M3 Accounting Core).
Wealth Relationship Manager - C12 - NEW YORK Citigroup IncWealth Relationship Manager - C12 - NEW YORKNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementNJ$76,500–$127,500 / yearLeverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC 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.
Project Dir - Systems Integration - 90410993 - New York (New York, NY, US, 10119) AmtrakProject Dir - Systems Integration - 90410993 - New York (New York, NY, US, 10119)New York, NY$163,000–$211,140 / hourOur values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.
Tax Senior, Sustainability Credits - National Federal Tax Services Deloitte Touche Tohmatsu LtdTax Senior, Sustainability Credits - National Federal Tax ServicesNew York, NY$78,625–$160,750 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Project Manager - Finance Transformation Envestnet IncProject Manager - Finance TransformationNY$86,000–$107,500 / yearBy bridging business needs with technical solutions, improving workflows, and ensuring strong governance and compliance, the team helps modernize how Finance operates-creating a dynamic environment for those who enjoy collaborating across functions and driving meaningful, enterprise-wide impact. Partnering closely with Finance, IT, and cross-functional stakeholders, the team delivers complex system implementations, process enhancements, and digital transformation efforts that strengthen financial operations and decision-making.
Managing Director, Venture & Growth Stage Lending Stifel Financial CorpManaging Director, Venture & Growth Stage LendingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors.