Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATStamford, CT$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
M&A Financial Due Diligence Data Analytics Senior Consultant Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Senior ConsultantMorristown, NJ$110,700–$218,300 / yearAn in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets - this includes managing the entire M&A lifecycle. We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, and sustainability.
Financial and Regulatory Director U.S. BankFinancial and Regulatory DirectorEdison, New YorkIn 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, the documentation and set-up of the accounting principles for unusual investment types, and processing of complex expense and incentive fee calculations and reconciliation.
NewFinancial And Regulatory Director US BankFinancial And Regulatory DirectorEdison, NJ$148,495–$174,700 / 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, the documentation and set-up of the accounting principles for unusual investment types, and processing of complex expense and incentive fee calculations and reconciliation.
NewFinancial & Regulatory Reporting Manager US BankFinancial & Regulatory Reporting ManagerNew York, NY$111,605–$131,300 / 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.
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.
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.
Senior Banker II - Newport Center Financial Center Bank of AmericaSenior Banker II - Newport Center Financial CenterJersey City, New JerseyResponsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. • In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Customer Success Manager, Financial Services Anthropic PBCCustomer Success Manager, Financial ServicesNew York City, NY$200,000–$265,000 / yearAs an Enterprise Customer Success Manager for FSI, you''ll be the strategic partner and a trusted advisor to our most complex customers with a portfolio spanning Banking, Insurance, Asset & Wealth Management, and Data Providers - helping them harness the full potential of all our Claude capabilities - Claude Enterprise, Claude Code, and API. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Complex Claims Consultant - Financial Lines/Public D&O CNA Financial CorpComplex Claims Consultant - Financial Lines/Public D&ONew York, 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.
Financial & Regulatory Reporting Manager U.S. BancorpFinancial & Regulatory Reporting ManagerHackensack, NJ$111,605–$131,300 / 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.
Financial and Regulatory Director U.S. BancorpFinancial and Regulatory DirectorNew York, NY$148,495–$174,700 / 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, the documentation and set-up of the accounting principles for unusual investment types, and processing of complex expense and incentive fee calculations and reconciliation.
Client Service Specialist Jambalaya GroupClient Service SpecialistNew York, NY$85,000–$110,000 / yearYou will support the full client-service cycle—from preparing for client and prospect meetings and coordinating account and insurance workflows to maintaining CRM records, managing follow-up, supporting financial-planning activities, and helping advisors identify opportunities for clients. Our New York City team is growing, and we are looking for an experienced Client Service Specialist who can provide high-level support to our advisors while helping deliver an exceptional experience for our clients.
Senior Product Business Analyst Envestnet IncSenior Product Business AnalystNY$86,000–$107,500 / yearPerforms end-to-end analysis across systems, integrations, business processes, data flows, reporting, and user workflows, partnering with Product Management and Engineering teams to evaluate solution alternatives and recommend approaches that balance business value, customer needs, technical feasibility, and risk. Analyzes client feedback, operational data, competitive offerings, and market trends to identify opportunities for product improvements and influence enhancement priorities, implementation strategies, and roadmap planning.
J.P. Morgan Wealth Management - Senior Associate, Client Pricing Strategy & Design Lead JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Senior Associate, Client Pricing Strategy & Design LeadNew York, NYFull timeOwnership of specific workstreams may include but is not limited to: Develop presentations and executive materials for business executives and field leadership, Develop materials for national calls to educate advisors on strategic changes, Develop operating model and associated curriculum to educate advisors and field leaders on pricing; Build out new and enhance existing reporting and associated coaching model for field leaders. This highly visible position offers broad exposure to senior stakeholders and cross-functional partners-spanning Finance, Technology, Risk, Compliance, and our Advisor field force-while leading strategic initiatives that directly influence the largest revenue line in US Wealth Management.
J.P. Morgan Wealth Management - Market Director of Wealth - New Jersey JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Market Director of Wealth - New JerseyMorristown, NJFull 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.
JPM Private Bank/WM Solutions, Cross Asset Structured Investments - Vice President JPMorgan Chase Bank, N.A.JPM Private Bank/WM Solutions, Cross Asset Structured Investments - Vice PresidentNew York, NYFull timeMorgan Private Bank, the Cross Asset Solutions team of specialists works seamlessly with Private Bank and Wealth Management advisors, strategists, and our cross-asset trading partners to help our clients assess market dynamics to identify and structure products and access markets for investment and risk management goals. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Life Insurance Specialist - VP JPMorgan Chase Bank, N.A.Life Insurance Specialist - VPJersey City, NJFull timeOur products, tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged asset growth, guaranteed income, and financial security for their families and businesses. Conduct calls with financial advisors and clients to educate on life insurance products - additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption.
Associate, Compliance FS InvestmentsAssociate, ComplianceDarien, CTThe candidate must be proactive, a self-starter and possess strong analytical acumen, sound executive judgment, discretion in handling sensitive investigations, and excellent written communication for drafting policies and formal regulatory correspondence. Working knowledge of key financial regulations, such as the Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Exchange Act of 1934, Dodd-Frank, BSA/AML/OFAC, or FINRA Conduct Rules.
NewGeneral Manager - Student Loans Credible Labs IncGeneral Manager - Student LoansNY$179,000–$240,000 / yearOn the enterprise side, we power financial product comparison and distribution through deep integrations and partnerships with lenders, insurance carriers, and financial institutions, as well as providing marketplace technology and capabilities to third-party partners and distribution channels. Full P&L ownership - Own the P&L for student lending, set ambitious revenue and profitability targets, forecast growth, allocate resources, and deliver results with regular reporting to Credible's Executive Leadership Team (ELT).