NewWealth Planner Cerity PartnersWealth PlannerNew York City, New YorkExceptional issue spotting and problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Onboarding of new clients: collect new client information, and work with each new client to ensure accurate completion of PCA and appropriate forms from custodian.
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.
Associate Director, Research Advisory Services (Advancement & Financial Sustainability) EAB Global, Inc.Associate Director, Research Advisory Services (Advancement & Financial Sustainability)NY$70,500–$95,000 / yearCombine functional knowledge, with an understanding of higher ed's unique organizational dynamics, enabling partners to set strategy, lead their institutions, and manage their operations more effectively by: Diagnosing and giving voice to dynamics that are often felt, but not addressed; Supporting leaders as they align effort and teams around institutional priorities; Pathing partners through ranges of viable solutions and their pros and cons; recommending paths for improvement and serving as their guides and accountability Partners as they progress; Connecting partner institutions and creating learning experiences. Deliver EAB's point of view and advice through phone consultations, virtual meetings, conferences, and on campus presentations to: Make EAB insights and data accessible and impactful for our partners, bringing clarity and context to their understanding of their challenges; Present partners with new ideas and potential solutions to those challenges and advocate for adoption; Act as an expert outside voice, building consensus and educating committees and staff.
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.
Complex Claims Consultant - Financial Lines/Public D&O CNA Financial CorpComplex Claims Consultant - Financial Lines/Public D&OMelville, 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.
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 - 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.
NewEntry-Level Financial Advisor New York Life - Nassau County General OfficeEntry-Level Financial AdvisorUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
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.
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.
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.
Financial Planner IdbnyFinancial PlannerNew York City, New YorkThis individual will work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
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.
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.
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.
Remote 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.
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.