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 Banker - Financial Institutions - Insurance - VP Citigroup IncInvestment Banker - Financial Institutions - Insurance - VPNew York, NY$250,000–$275,000 / yearQualifications: • 6-10 years of experience • Experience in the Financial Services industry, specifically within Banking • Degree in Finance or closely related areas of Business Administration • MBA or Masters Degree in Business preferred • Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes • Consistently demonstrates clear and concise written and verbal communication skills • Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products • Series 79 and 63 within 90 days of joining. The Banker is a senior 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.
Sales Executive, Financial Services - Associate Director, New York - WAM Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, New York - WAMNew York, NY$265,650–$305,550 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Sales Executive, Financial Services - Associate Director, New York - Insurance Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, New York - InsuranceNew York, NY$265,650–$305,550 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Senior Recruiter, Financial Solutions BloombergSenior Recruiter, Financial SolutionsNew York, NY$150,000–$175,000 / yearThe energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast—while maintaining the high quality and accuracy we’re known for. You’ll partner closely with senior leadership, hiring managers, and HR stakeholders to deliver high-quality hiring outcomes, while driving continuous improvement across talent acquisition practices.
Investment Banker - Financial Institutions - Banks & Depositories - VP Citigroup Inc.Investment Banker - Financial Institutions - Banks & Depositories - VPNew York, NY$250,000–$275,000 / yearThe Banker is a senior 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. Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering.
NewFinancial & Regulatory Reporting Manager US BankFinancial & Regulatory Reporting ManagerEdison, NJ$132,260–$155,600 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.
Investment Banker - ECM - Financial Institutions - VP Or Director Citigroup Inc.Investment Banker - ECM - Financial Institutions - VP Or DirectorNew York, NY$200,000–$300,000 / 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. The Equity Capital Markets Banker is a senior 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.
Sales Executive, Financial Services - Associate Director - (New York or Charlotte) Ernst & Young Global LtdSales Executive, Financial Services - Associate Director - (New York or Charlotte)New York, NY$243,530–$305,550 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Sales Executive, Financial Services - Associate Director, New York - BCM Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, New York - BCMNew York, NY$265,650–$305,550 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Field CTO - Financial Services Celonis SEField CTO - Financial ServicesNew York, NY$191,000–$255,000 / yearWe enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate - unlocking billions in value. The qualifications you need: Experience: 15 to 20 years of relevant experience, ideally having served as a CTO at a consulting firm, as Field CTO at a software vendor, or Director/VP of Enterprise Architecture within a major corporation.
Retirement Plan Solutions Consultant Cetera Financial Group IncRetirement Plan Solutions ConsultantNY$76,000–$100,000 / yearRetirement Plan Business Consulting: support for advisors'' efforts to refine their service models, assistance with and advice on client segmentation and business efficiencies, practice manage tool optimization strategies, act as intermediary to respond to advisors'' requests for new products and selling agreements, provide technical guidance or source referrals to advisors. "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors.
Associate, Strategic Partnerships Ares OperationsAssociate, Strategic PartnershipsNew York, New York$120,000–$135,000 / 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. Develop and maintain strong working relationships with internal subject‑matter experts across Finance & Accounting, Legal, Compliance, Relationship Management, Investor Operations & Services, Product Management, Investor Relations, Performance, Quantitative Investment Solutions, and Quantitative Research.
AWM Management-L2-New York-Associate-Product Management The Goldman Sachs Group IncAWM Management-L2-New York-Associate-Product ManagementNew York, NY$85,000–$160,000 / yearAs part of one of the world's leading asset managers with over $3.14 trillion in assets under supervision globally, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Senior Manager, CFO Advisory - EPM & FP&A Modernization West Monroe Partners, LLCSenior Manager, CFO Advisory - EPM & FP&A ModernizationNew York, NY$194,100–$228,400 / yearAs a Senior Manager, you will lead complex EPM programs, serve as a trusted advisor to CFOs and finance technology leaders, maintain a market-informed platform selection point of view, and build strong delivery capabilities across West Monroe. This role is for a leader who combines deep architecture experience with a vendor-agnostic perspective and can help finance executives select, design, and implement solutions that improve planning, forecasting, consolidation, close, and performance management.
Senior Manager, CFO Advisory - Cost Optimization & Value Creation West Monroe Partners, LLCSenior Manager, CFO Advisory - Cost Optimization & Value CreationNew York, NY$194,100–$228,400 / yearThis role is designed for a finance transformation leader who combines financial rigor, operating model expertise, analytical depth, and practical implementation experience to help CFOs and private equity sponsors deliver sustainable cost improvement. Establish defensible cost baselines across labor, third-party spend, technology, facilities, and other operating expenses using general ledger, payroll, procurement, vendor, organizational, and operational data.
Senior Manager, CFO Advisory - Finance Operating Model West Monroe Partners, LLCSenior Manager, CFO Advisory - Finance Operating ModelNew York, NY$194,100–$228,400 / yearAs a Senior Manager, you will lead complex finance transformation engagements, advise CFOs and Controllers on where to invest and where to stop investing, and translate operating model decisions into executable roadmaps with measurable capacity, cost, control, and performance outcomes. Design operating models across retained finance, centers of excellence, shared services, outsourced services, and AI-enabled or agentic capacity, with clear decision rights, service levels, governance, and economics for each delivery channel.
Complex Claims Consultant - Financial Lines/Public D&O CNA Financial Corp.Complex Claims Consultant - Financial Lines/Public D&OTarrytown, NY$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority.
Global Account Manager, Financial Services SnowflakeGlobal Account Manager, Financial ServicesNew York, NY$380,000–$498,750 / yearThe 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 $380,000 - $498,750. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset - who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results.
Senior Consultant, CFO Advisory ERP Strategy West Monroe Partners, LLCSenior Consultant, CFO Advisory ERP StrategyNew York, NY$116,000–$136,500 / yearWhat you'll do: Serve on client delivery teams as a program manager on engagements of moderate-to-high complexity and scale; structure and manage your own work and the work of others within multiple workstreams according to project workplan and Statement of Work (SOW); support functional workstream planning and execution by collaborating with team members and client functional leads. 3+ years of "hands-on" experience configuring business applications and at least 1-2 years of experience advising clients on the selection and implementation of ERP Solutions (SAP ERP, Oracle ERP Cloud, and Microsoft Dynamics 365 strongly preferred); must have been an active team member or PM on at least 2 full-cycle ERP implementations.
Manager, CFO Advisory ERP Strategy West Monroe Partners, LLCManager, CFO Advisory ERP StrategyNew York, NY$154,400–$181,500 / yearWhat you'll do: Serve as a delivery leader on engagements of moderate-to-high complexity and scale, communicating with c-level client sponsors directly without oversight, and exemplifying engagement management, client relationship, client satisfaction, risk management, and delivery team management skills. 5+ years of progressive experience advising clients on the selection and implementation of ERP solutions (SAP ERP, Oracle ERP Cloud, and Microsoft Dynamics 365 strongly preferred); must have been an active team member or PM on at least 5 full-cycle ERP implementations.
Enterprise Account Executive - Financial Services & Healthcare Gong I.O LtdEnterprise Account Executive - Financial Services & HealthcareNew York City, NYRemote$240,000–$330,000 / year6+ years of relevant sales experience, with at least 3+ years of experience selling complex SaaS solutions to enterprise clients requiring a multi-threaded approach specifically having sold to Financial Services, Healthcare or other verticals. Develop tailored account plans for your assigned accounts that align with Gongs overall strategy, identifying key decision-makers, regional nuances, buying processes, current investments, and new revenue opportunities.
Client Service/Operations Support Ameriprise FinancialClient Service/Operations SupportFlorham Park, NJ$50,000–$65,000 / yearThis role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects and managing business-as-usual tasks. Help conduct the smooth operations of a fast-paced - and friendly -financial planning team by assisting in daily business functions, delivering a remarkable client experience that inspires confidence, simplifies life, and reduces stress for clients and team members.
J.P. Morgan Wealth Management - Vice President, Lending Solutions Project Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Lending Solutions Project ManagerNew York, NYFull timeAs a Vice President Product Manager for Lending Solutions, you will partner with business and technology teams to define and deliver a product roadmap that enhances the advisor and client lending experience. 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.
Vice President, Divisional Annuity Specialist JPMorgan Chase Bank, N.A.Vice President, Divisional Annuity SpecialistJersey City, NJFull timeConduct calls with financial advisors and clients to educate on annuity products - additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption. Morgan's Wealth Management divisions (Chase Wealth Management and JPMorgan Securities) by leveraging annuity solutions to address client investment and income needs within the Goals Based Advice Framework.
J.P. Morgan Wealth Management - Market Director of Wealth - Staten Island, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Market Director of Wealth - Staten Island, NYStaten Island, NYFull timeUsing 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 - Market Director of Wealth - Hudson Metro JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Market Director of Wealth - Hudson MetroWhite Plains, NYFull timeUsing 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.
Client Concierge Ameriprise Financial IncClient ConciergeFlorham Park, NJ$50,000–$65,000 / yearThis role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects and managing business-as-usual tasks. Help conduct the smooth operations of a fast-paced - and friendly -financial planning team by assisting in daily business functions, delivering a remarkable client experience that inspires confidence, simplifies life, and reduces stress for clients and team members.
AI & Data Systems Engineer CAIS GroupAI & Data Systems EngineerNew York City, NY$125,000–$160,000 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. The BT team partners with the AI & Data Technology teams to optimize solutions & deployment processes on platforms including Snowflake (Cortex, Streamlit), N8N, Airtable, Salesforce, DataHub, Claude/CoWork, and Stonly.
Client Associate UBS Group AGClient AssociateGreenwich, CTAs a Client Associate, you'll play an important role in assisting Financial Advisors along with their clients in helping them with administrative functions. Proficient in Microsoft Office Suite, UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
AI & Data Systems Engineer Capital Integration Systems LLCAI & Data Systems EngineerNew York City, NY$125,000–$160,000 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
Associate Wealth Management Relationship Manager II Provident Financial Services IncAssociate Wealth Management Relationship Manager IIMorristown, NJ$61,600–$88,000 / yearResponsibilities will include data input into the financial planning software, preparation of planning analysis on subjects such as retirement planning, estate planning, cash flow, education funding, etc., client on-boarding and service requests, client meeting preparation and follow-up, and maintenance of related items in the firm's CRM system. Please note, the base pay actually offered may vary based upon the candidates skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
NewRemote Senior Frontend Engineer ESRhealthcare and EXEC STAFF RECRUITERSRemote Senior Frontend EngineerNew York CityRemoteOur CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales. Our software integrates with leading FinTech brands and general tools like Google and Outlook.
Asset & Wealth Management, Fundamental Equity - Client Portfolio Management, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Fundamental Equity - Client Portfolio Management, Vice President - New YorkNew York, NY$125,000–$290,000 / yearOur team of client portfolio managers work closely with portfolios managers, salespeople, and a wide range of clients to understand client needs and design investment solutions, provide industry and strategy education and subject matter expertise, drive product strategy and capital raising, develop thought leadership and marketing materials, and establish and execute on business strategy. Develop solid working relationships with Asset Management investment teams, working closely with portfolio managers, researchers and investment specialists to gain investment insight to be used in our marketing collateral.
Data Analyst - Investment products (CONTRACT) REMOTE Broadridge Financial Solutions IncData Analyst - Investment products (CONTRACT) REMOTENew York, NYRemote$50–$70 / hourWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Experience with Google Cloud Platform services, Big Query, Looker (Data Studio), SQL scripting, Google Analytics (GA4), Excel, PowerPoint.
Lead Product Manager CapIntelLead Product ManagerNew York City, New York$195,000–$245,000 / yearThis role is ideal for someone with deep wealth management and financial services expertise, who additional has experience mentoring and supporting the growth of other PMs as the product organization scales. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.
Software Development Engineering - Advisor II Fiserv IncSoftware Development Engineering - Advisor IIBerkeley Heights, NJExperience you'll need to have: 6+ years of experience in software application design and development within financial services, core banking, loan servicing, deposit operations, card processing, customer relationship management (CRM), or related enterprise platforms. Build and support application programming interfaces (APIs) and service integrations using Representational State Transfer (REST) services, Swagger, JavaScript Object Notation (JSON), and Git-based development workflows.
Senior Trust Officer Midland States BankSenior Trust OfficerTarrytown, New YorkThe Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at .
Pricing and Risk Analytics Sales Rep Enterprise Data Sales Bloomberg Financial Solutions Bloomberg LPPricing and Risk Analytics Sales Rep Enterprise Data Sales Bloomberg Financial SolutionsNew York, NY$185,000–$250,000 / yearAnd, to ensure the best experience for our 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are. From our high-quality evaluated pricing data for fixed income and derivatives (BVAL), to innovative predictive analytics and liquidity management solutions (LQA), Bloomberg demonstrates a commitment to partnering with our clients.
Senior Trust Officer Midland States Bancorp, Inc.Senior Trust OfficerTarrytown, NY$106,250–$177,050 / yearThe Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
NewMarketing Manager Wealth PlusMarketing ManagerNew York, NY$130,000–$150,000 / yearSkills, Knowledge and Expertise:Education & Experience:Bachelor's degree in Marketing, Communications, Business, Finance, or a related field.3–5 years of marketing experience, preferably in B2B financial services, fintech, retirement, wealth management, workplace benefits, HR tech, or enterprise SaaS.Proven ability to own marketing work independently, including building playbooks, developing messaging, executing campaigns, and creating content. Compensation: $130,000 - $150,000 / yearDescription:Job Title: Marketing ManagerLocation: New York, NYDepartment: Marketing / GrowthReports To: Chief Executive Officer or Head of SalesPosition Summary:WealthPlus is a comprehensive workplace solution that's reimagining the modern benefit stack.
Lead, Structured Finance Fluidstack LtdLead, Structured FinanceNew York, NY$200,000–$275,000 / yearPartner cross-functionally across the business Work closely with development, power, site selection, legal, and technology teams to gather inputs for financial analyses, pressure-test commercial assumptions, and ensure financing structures are grounded in operational reality. Support equity-linked and warrant structuring Analyze and help negotiate warrant agreements, equity co-invest structures, and other instruments issued in connection with strategic credit support or partnership arrangements.
Sr Client Service Associate Wealth Enhancement Group LLCSr Client Service AssociateGreat Neck, NY$80,000–$90,000 / yearWorking proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Associate of Structured Finance Fluidstack LtdAssociate of Structured FinanceNew York, NY$150,000–$250,000 / yearBuild and maintain financial models - Construct and refine transaction models covering debt sizing, DSCR waterfalls, restricted payment mechanics, levered/unlevered returns, and multi-scenario sensitivities. Analyze capital structures - Evaluate HoldCo / OpCo / PropCo structuring, cross-collateralization provisions, cross-default mechanics, and intercreditor arrangements under the guidance of senior team members.
Senior Investment Strategist ViseSenior Investment StrategistNew York, NY$175,000–$210,000 / yearReporting directly to the Co-CIO and working closely with our investment and product teams, you’ll lead research initiatives, design innovative portfolio strategies, and translate complex investment ideas into scalable, technology-driven solutions. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Regional Director - 1099 LPL Financial Holdings IncRegional Director - 1099NJAs 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. The 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.
Index Relationship Manager Buyside Enterprise Sales - Bloomberg Financial Solutions Bloomberg LPIndex Relationship Manager Buyside Enterprise Sales - Bloomberg Financial SolutionsNew York, NY$145,000–$235,000 / yearAs an Index Sales Specialist you will seek wider adoption and increased penetration of Bloomberg Index products in key client segments: Asset Owners, Insurance, Consultants, and Asset Managers in a US regional territory. You will be responsible for building and maintaining relationships with key influencers in the asset owner and asset management community and provide them with consultative, commercially focused index solutions.
AVP, Investment AIS Data Operations Ares OperationsAVP, Investment AIS Data OperationsNew York, New YorkAres 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. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
NewAssociate, Credit, US Direct Lending Ares OperationsAssociate, Credit, US Direct LendingNew York, New YorkAres 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. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Loan Officer Outside Sales Primary Residential CareersLoan Officer Outside SalesParsippany, New JerseyOriginates their own sales by contacting prospective clients, · Develops and maintains referral sources, · Spends at least one or two hours a day, two or more times a week outside of the office (including a home office), originating loans, · Meets with prospective clients at locations other than PRMI’s offices, e.g., client’s home or other locations, · Meets with clients in person to sell mortgage loan products/packages, · Contact with clients by telephone, mail, and e-mail is adjunct to in-person contacts, · Obtains credit information and necessary documentation for application process, · In-person calls outside of the office on real estate agents and brokers, financial advisors, and other potential referral sources to develop borrower leads, · Engages in marketing and promotional activities in support of their own sales, · Develops new and continued business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc. · Completes necessary continuing education in a timely manner and remains current on local developments and trends within the real estate and mortgage industries.