Financial Services Technology Consulting - Wealth and Asset Management - Manager - Private Markets Ernst & Young Global LtdFinancial Services Technology Consulting - Wealth and Asset Management - Manager - Private MarketsNew York, NY$142,600–$261,500 / 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. Support solution design and implementation across traditional and alternative investment systems, including: Aladdin, Charles River, SimCorp, Eagle, Geneva, Investran, eFront, DealCloud, Yardi, LemonEdge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools.
FY27 - Financial Services - Private Client Services - Tax Services Senior Manager EDGE Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax Services Senior Manager EDGENY$127,900–$291,900 / 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. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
Lead Value Engineer - Financial Services Celonis SELead Value Engineer - Financial ServicesNY$157,000–$184,000 / yearWe are looking for candidates who fit one of the following exact trajectories: The Banker turned Consultant: You began your career in risk management, capital markets, or retail/commercial banking operations at a major financial institution, and subsequently pivoted into Management Consulting, Strategy, or SaaS Value Engineering. The Consultant turned Banking Digital Strategist: You began your career at an MBB, Big 4, or elite tech consultancy, built a deep portfolio of quantified business cases in digital transformation, and subsequently specialized heavily within Retail Banking, Commercial Banking, or FinTech.
FY27 - Financial Services - Private Client Services - Tax Senior Manager Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax Senior ManagerNew York, NY$132,100–$301,600 / yearYou will provide deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation, and meet performance objectives and metrics set locally through individual and/or team performance (client service, quality and risk management, sales and business growth, solution development and teaming, etc.). If 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.
Senior Recruiter Financial Solutions Bloomberg LPSenior 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. Alongside managing key searches, you'll leverage market intelligence, data insights, and innovative sourcing strategies to strengthen pipelines and influence hiring decisions.
Financial Services - Customer Tax Operations and Reporting - Senior Services Manager - EDGE Ernst & Young Global LtdFinancial Services - Customer Tax Operations and Reporting - Senior Services Manager - EDGENew York, NY$127,900–$291,900 / 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. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters as well as non-US indirect taxes, such as foreign transaction taxes, stamp duty, and value-added taxes.
FY27 - Financial Services - Private Client Services - Tax Services Manager EDGE Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax Services Manager EDGENY$103,100–$188,900 / 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. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Manager-EDGE Ernst & Young Global LtdFinancial Services - Global Compliance and Reporting - Real estate -Tax Senior Manager-EDGENY$132,700–$303,200 / 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. Lead tax processes by directing and coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
Data Architecture & Engineering - Senior - Financial Services - Consulting - NYC Ernst & Young Global LtdData Architecture & Engineering - Senior - Financial Services - Consulting - NYCNY$106,900–$176,500 / 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. Must have practical experience assisting clients with development of one or more of strategic Data Architecture and Engineering, Cloud Data Modernization, Data migration and Event-driven architecture, preferably focused on financial services.
Financial Services Compliance Lead Gusto IncFinancial Services Compliance LeadNew York, NY$148,085–$182,638 / yearAt Gusto, Legal & Compliance operates as an AI native team, and you''ll help shape how AI enabled compliance workflows support smarter monitoring, stronger controls, faster regulatory change management, and more proactive risk identification, always with appropriate human in the loop controls for accuracy and accountability. Here's what you'll do day-to-day: Serve as a strategic compliance partner to Product, Engineering, and business stakeholders on financial services regulations across lending, embedded finance, deposit products, payments, and money movement, covering launches, partnerships, product changes, and marketing collateral.
Strategic Account Executive - Financial Services ClickHouse, Inc.Strategic Account Executive - Financial ServicesNY$300,000–$350,000 / yearExperience selling technical infrastructure products - databases, data platforms, cloud infrastructure, developer tools, or similar - is required; you must be able to engage credibly in technical conversations. As a Strategic Account Executive for Financial Services, you will own a focused book of named financial services accounts - including banks, asset managers, exchanges, insurance carriers, and fintech platforms.
Financial Services Tech Consulting Senior - WAM - Charles River Ernst & Young Global LtdFinancial Services Tech Consulting Senior - WAM - Charles RiverNew York, NY$102,500–$187,900 / 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. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance.
Financial Services - Customer Tax Operations and Reporting - Tax Manager Ernst & Young Global LtdFinancial Services - Customer Tax Operations and Reporting - Tax ManagerNew York, NY$103,600–$235,300 / 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. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Tax Manager - Financial Services Organization - State & Local Tax, Income Tax Ernst & Young Global LtdTax Manager - Financial Services Organization - State & Local Tax, Income TaxNY$105,100–$192,600 / 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. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Senior Account Executive - Financial Services CohereSenior Account Executive - Financial ServicesNew York, New York$132,500–$190,000 / yearFocus on net-new logo acquisition via outbound activity and relationship building with key stakeholders while also bringing a strong network of key decision-maker and influencer contacts and relationships in the Financial Services industry to accelerate engagements, drive strategic partnerships and win sales opportunities. 8-12+ years of previous B2B sales experience with Global 2000, large enterprises in the Financial Services sector, negotiating and closing transformational multi-year (2-5 year) SaaS deals in the 7 figure range, and a track record of high performance and exceeding quota.
Financial Services - Customer Tax Operations and Reporting - Tax Senior Analyst - EDGE Ernst & Young Global LtdFinancial Services - Customer Tax Operations and Reporting - Tax Senior Analyst - EDGENew York, NY$76,000–$125,300 / 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. Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
Financial Services - Customer Tax Operations and Reporting - Tax Services Manager - EDGE Ernst & Young Global LtdFinancial Services - Customer Tax Operations and Reporting - Tax Services Manager - EDGENew York, NY$103,100–$188,900 / 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. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters as well as non-US indirect taxes, such as foreign transaction taxes, stamp duty, and value-added taxes.
Financial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGE Ernst & Young Global LtdFinancial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGENY$104,600–$191,600 / 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. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Financial Services - Global Compliance and Reporting - Real Estate - Tax Senior Manager Ernst & Young Global LtdFinancial Services - Global Compliance and Reporting - Real Estate - Tax Senior ManagerNY$147,400–$336,800 / 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. Extensive knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring.
Financial Services - Wealth and Asset Management - Tax Manager - EDGE client aligned Ernst & Young Global LtdFinancial Services - Wealth and Asset Management - Tax Manager - EDGE client alignedNew York, NY$104,600–$191,600 / 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. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Financial Services Tech Consulting Senior Manager - Asset Management Ernst & Young Global LtdFinancial Services Tech Consulting Senior Manager - Asset ManagementNY$168,400–$384,600 / 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. Your deep technical knowledge of Aladdin, combined with strategic leadership, will drive multiple high-impact implementation projects across trading, compliance, portfolio management, and post-trade functions.
Investment Banking Associate - Financial Services - Insurance Piper Sandler CompaniesInvestment Banking Associate - Financial Services - InsuranceNY$175,000–$225,000 / yearOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. The Group's market-leading deal flow will provide the Associate immediate opportunity to take part in structuring and executing a variety of mergers and acquisitions, capital raising transactions, and other strategic advisory projects.
NewData Architecture & Engineering - Manager - Financial Services - Consulting - NYC Ernst & Young Global LtdData Architecture & Engineering - Manager - Financial Services - Consulting - NYCNew York, NY$125,500–$230,200 / 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. Must have practical experience assisting clients with one or more of strategic Data Architecture and Engineering, Cloud Data Modernization, Big Data initiatives and Event-driven architecture, preferably focused in financial services.
Alliance Sales Executive, Associate Director - ServiceNow - Financial Services Ernst & Young Global LtdAlliance Sales Executive, Associate Director - ServiceNow - Financial ServicesNY$221,410–$280,070 / 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. Translate ServiceNow capabilities into outcomes that resonate with Financial Services executives, including regulatory compliance and controls, operational resilience, customer and advisor experience, case and claims modernization, cybersecurity and security operations, and AI‑enabled workflow automation.
Investment Banking Vice President - Financial Services - Insurance Piper Sandler CompaniesInvestment Banking Vice President - Financial Services - InsuranceNew York, NYOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. A successful candidate will possess the following characteristics: Bachelor's degree and 5+ years of investment banking experience; MBA degree and 3+ years of investment banking experience.
Flex Financial Partner/Universal Associate Heritage Financial Credit UnionFlex Financial Partner/Universal AssociateOrange County, NY$20–$23 / hourDeliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. EXPERIENCE: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
State And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociateStamford, CT$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerStamford, CT$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerNY$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateCT$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Financial Crime Risk Senior Manager, B2B Booking Holdings IncFinancial Crime Risk Senior Manager, B2BNew York, NY$166,500–$203,500 / yearAct as the senior FCRM advisor and point of contact for B2B leadership and key stakeholders across Legal, Product, FinTech, Payments, Operations, Data, Finance, HR, and PMO, providing clear risk-based guidance that enables compliant commercial growth. Formalize and oversee cross-brand reliance and coordination with Priceline, Agoda, Booking.com, BHI FCRM, and other shared-service teams, including the development of intercompany SLAs, governance forums, and practical operating models for support and escalation.
Senior Solutions Consultant - Financial Services Appian CorpSenior Solutions Consultant - Financial ServicesNY$140,000–$218,750 / yearGrowth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Through a combination of creative persona-based storytelling, technical solutioning, and business consulting, Appian's Solution Consultant's are the driving force behind helping customers understand the business value that Appian's technology can provide during the sales cycle and beyond.
Senior Associate, Risk Consulting - Financial Services RSM US LLPSenior Associate, Risk Consulting - Financial ServicesNY$77,700–$146,900 / yearIn the Financial Services Risk, Compliance, and Internal Audit Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, lender field examination teams and various other members of management tasked with managing risk. As a senior associate in RSM's growing Financial Services Risk Consulting Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture.
Account Manager, Financial Services (High Growth) AlphaSenseAccount Manager, Financial Services (High Growth)New York, NY$100,000–$120,000 / yearOperating as a trusted advisor, Account Managers engage stakeholders from daily users to senior executives and partner closely with Account Executives on expansion opportunities, while retaining full accountability for retention and renewals. This role sits on our Financial Services Account Management team where clients include Fortune 1000 firms and leading asset managers, hedge funds, and investment banks.
NB1624 - Universal Banker Trainee Northfield Bancorp, Inc.NB1624 - Universal Banker TraineeStaten Island, NY$19.50–$25.48 / hourPerform transactional services that are efficient and error-free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions. Provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships.
U.S. Public Finance - Municipal Infrastructure, Senior Analyst - Chicago Fitch Ratings IncU.S. Public Finance - Municipal Infrastructure, Senior Analyst - ChicagoNY$80,000–$95,000 / yearThe role sits within the U.S. Municipal Infrastructure team, which is part of Fitch Ratings' broader U.S. Public Finance group, and provides ratings to municipal issuers in the infrastructure and transportation sectors, including airports, toll roads and seaports. As one of the world's top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research, and commentary to financial market participants.
NB1625 - Universal Banker Trainee Northfield Bancorp, Inc.NB1625 - Universal Banker TraineeBrooklyn, NY$19.50–$25.48 / hourPerform transactional services that are efficient and error-free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions. Provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships.
NB1623 - Universal Banker Trainee Northfield Bancorp, Inc.NB1623 - Universal Banker TraineeBrooklyn, NY$19.50–$25.48 / hourPerform transactional services that are efficient and error-free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions. Provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNYUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Sales Advisor Richemont North AmericaSales AdvisorNew York, New York$26–$28 / hourAble to identify potential sales leads; perform targeted and diligent follow-up generating product selling opportunities at the Boutique. Our whole aim is to continue our tradition with new, outstanding products, very much in keeping with Lange's claim: State-of-the-art tradition.
Lead, Financial Analyst TaskRabbit IncLead, Financial AnalystNY$128,000–$155,000 / yearAbout the Role: Taskrabbit is looking for a Lead Financial Analyst to join our FP&A team - someone who combines sharp financial instincts with the interpersonal skills to influence a fast-moving organization. About Taskrabbit: Taskrabbit is a marketplace platform that conveniently connects people with Taskers to handle everyday home to-do's, such as furniture assembly, handyman work, moving help, and much more.
Enterprise Account Executive, Financial Services New York, NY Box IncEnterprise Account Executive, Financial Services New York, NYNY$238,000–$297,500 / yearOrchestrate the extended team (Solutions Engineering, Security/Compliance, Industry Advisors, Customer Success, Marketing, Legal, Finance, and Partners/SIs) to deliver compelling, value-based solutions. Create and accelerate pipeline through high-velocity prospecting (email, social, events, partners) and executive-level discovery, delivering tailored value narratives tied to FSI outcomes.
Senior Associate, Financial Services VestwellSenior Associate, Financial ServicesNew York, NY$60,000–$70,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.
Senior Account Manager - Financial Services Guidepoint GlobalSenior Account Manager - Financial ServicesNew York, NY$100,000–$120,000 / yearWe support all of Guidepoint's service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request.
Portfolio Management Associate Morgan StanleyPortfolio Management AssociatePurchase, NY$68,000–$120,000 / yearOur 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. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
Private Wealth, Relationship Management Associate Blue Owl Capital IncPrivate Wealth, Relationship Management AssociateNew York City, NY$115,000–$125,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Primary Responsibilities: • Partner with Market Team: Senior Market Leader (SML), Market Leader (ML) and Sales Service Analyst (SSA) to develop and execute a territory business plan while utilizing data to optimize client engagement.
Event Marketing Manager Pontera IncEvent Marketing ManagerNew York, NY$110,000–$130,000 / yearBacked by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Own the operational execution of events, including shipping and receiving, inventory management, booth setup and teardown, registration management, vendor coordination, onsite logistics, and post-event reconciliation.
WM Global Investment Office, UHNW International Team, Analyst Morgan StanleyWM Global Investment Office, UHNW International Team, AnalystPurchase, NY$95,000–$120,000 / yearMaintain existing institutional client relationships by providing world class service, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date • Support and ensure efficient execution of client onboarding, KYC/AML, regulatory documentation, and cross-border structuring. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Wealth, Market Leader - Senior Associate Blue Owl Capital IncPrivate Wealth, Market Leader - Senior AssociateNew York, NY$125,000–$135,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. The Senior Associate will partner with a Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of proactive sales outreach and representing themselves as a subject matter expert for our investment offerings.
PBG UX Designer Lead - Executive Director Morgan StanleyPBG UX Designer Lead - Executive DirectorPurchase, NY$150,000–$250,000 / yearOur 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. The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and ETRADE from Morgan Stanley platforms.