Asset Mgmt Associate (Wealth) (Hybrid) Aon PlcAsset Mgmt Associate (Wealth) (Hybrid)New York, NY$72,000–$80,000 / yearLenox Relationship Managers (Financial Advisors), Lenox Asset Management's Sales Team (Asset Managers), and end-clients all rely on the AMA role to assist with new and existing business across managed portfolios, fixed annuities and variable annuities. Manage all additional deposits and withdrawals from clients' existing accounts through submission, tracking, and communicating with Clients, Relationship Managers, Asset Managers, and Vendors.
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.
ETF & SMA Hybrid Sales Specialist The Capital Group Companies, Inc.ETF & SMA Hybrid Sales SpecialistNew York, NY$105,459–$168,734 / yearAs one of our Hybrid Sales Specialist, you will be partnering with our sales teams to meet with clients both virtually and in-person to further the sales discussion and act as a subject matter expert on Separately Managed Accounts (SMA) and Exchange Traded Funds (ETF). You will leverage 3-5 years of internal or hybrid wholesaling experience and ETF/SMA experience, along with strong communication, analytical, and problem-solving skills (CFA, CIMA, CETF, or CFP preferred).
Senior Internal Audit Amalgamated BankSenior Internal AuditNew York, NY$100,000–$120,000 / yearEvaluates the design and operating effectiveness of key controls, including automated controls, application controls, IT general controls (ITGCs), information security controls, cybersecurity controls, and data governance controls. This position also plays a key role in leveraging data analytics and technology-enabled auditing techniques, supporting Audit Committee reporting, coordinating regulatory requests, and providing expertise related to IT governance, information security, cybersecurity, system implementations, and automated controls.
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.
NewSenior Consultant, Financial Reporting & Accounting | Ia&R Real Estate Solutions FTI Consulting, Inc.Senior Consultant, Financial Reporting & Accounting | Ia&R Real Estate SolutionsNew York, NYWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO preparation, real estate and REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.
Vice President, Divisional Annuity Specialist JPMorgan Chase & CoVice President, Divisional Annuity SpecialistJersey City, NJConduct 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 - Vice President, Lending Solutions Project Manager JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Lending Solutions Project ManagerJersey City, NJAs 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.
NewAssociate Financial Representative LPL Financial Holdings IncAssociate Financial RepresentativeMelville, NYThe 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.
Assoc. Private Client Advisor KeyCorpAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Senior Advisor - Energy Advisory Services WSP Global IncSenior Advisor - Energy Advisory ServicesNYRemote$147,500–$272,580 / yearWSP USA is providing the compensation range that the company in good faith believes it might pay and/or offer for this position within the state of Colorado, based on the successful applicant's education, experience, knowledge, skills, and abilities in addition to internal equity and specific geographic location. Any unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of WSP and WSP will have the right to hire that candidate without reservation - no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service.
Wealth Management Advisor Selby Jennings LtdWealth Management AdvisorNew York, NY$150,000–$200,000 / yearThis is a planning-led role where Advisors act as the primary point of contact for their clients, delivering tailored advice while leveraging the support of specialists across investments, retirement planning, and broader wealth management services. Unlike many advisory opportunities, successful Advisors are provided with a sizeable portfolio of existing high-net-worth client relationships from day one.
Senior Wealth Investment Advisor Associate M&T Bank CorpSenior Wealth Investment Advisor AssociateNew York, NY$85,800–$143,000 / yearParticipate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. Supervisory/Managerial Responsibilities: Education and Experience Required: Bachelor's degree, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience.
Senior Wealth Investment Advisor M&T Bank CorpSenior Wealth Investment AdvisorNew York, NY$170,500–$284,100 / yearEducation and Experience Required: Bachelor's degree and a minimum of 7 years' investment-related experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' investment-related experience. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.
Associate, Advisor NFP CorpAssociate, AdvisorMelville, New York$53,500–$85,600 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Associate, Advisor Aon PlcAssociate, AdvisorMelville, NY$53,500–$85,600 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Senior Software Engineer, Full Stack Coinbase Advisor - Agentic Trading Coinbase Global IncSenior Software Engineer, Full Stack Coinbase Advisor - Agentic TradingNY$186,065–$218,900 / yearCoinbase Advisor is the world''s first RIA-licensed agentic trading system: an AI advisor living inside the Coinbase app that holds a natural conversation about a user''s portfolio, gives personalized financial advice, and executes trades on their behalf. What you''ll do: Own the frontend for Coinbase Advisor end to end across React Native mobile and web, including the agentic chat interface, our Strategies experience, and every entry point that brings users into it.
Banks & Affiliates Financial Institutions Group, Analyst Barclays PlcBanks & Affiliates Financial Institutions Group, AnalystNew York, NYManagement of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
Inbound Call Center Reps - Financial Transfer Agent Dept. ExlService Holdings IncInbound Call Center Reps - Financial Transfer Agent Dept.NY$19–$24 / hourIn this role, you'll make an impact in the following ways: Respond to customers inbound calls via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance. In this role, you'll make an impact in the following ways: Respond to customers inbound calls via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.
Senior Director, Financial Communications | Strategic Communications FTI Consulting IncSenior Director, Financial Communications | Strategic CommunicationsNew York, NYThe Senior Director will be expected to develop and execute client engagements related to M&A, IPOs, spin-offs, SPACs, shareholder activism, C-suite transitions and business transformations, among other issue and event-based work, as well as ongoing Investor Relations (IR) advisory. Client Related Responsibilities: Manage critical transactions and equity capital markets communications strategies for client accounts, often serving as the primary client contact working with a senior level investor relations officer or C-suite executive.