NewDeals - Financial Due Diligence - Manager PricewaterhouseCoopers LLPDeals - Financial Due Diligence - ManagerNew York, NY$99,000–$232,000 / yearYou will analyze financial information, focusing on quality of earnings, assets, cash flows, and other key client deal issues, helping clients navigate complex transactions and maximize value in their business deals. Preference for at least one of the following fields of study: Accounting, Actuarial Science, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Economics, Finance, Health Administration/Public Health, Mathematics/Statistics, Risk Management/Insurance.
VP, Lead Software Engineer LPL Financial ServicesVP, Lead Software EngineerNew York, NY$170,800–$284,600 / yearThe 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. This role provides leadership across more than 20 application teams and partners closely with Product, Operations, Architecture, Security, Data, Infrastructure, Compliance, and senior leadership stakeholders to deliver scalable, secure, and resilient technology solutions that support enterprise priorities.
Financial Advisor - Team Durr MassMutual - NJ/NYCFinancial Advisor - Team DurrWarren, NJ$60,000–$150,000 / yearBachelor's degree in finance or business-related fields preferred but not required Excellent communication and interpersonal skills Ability to work independently and as part of a team Experience in the financial services industry is a plus but not required Series 6 or 7, 63 and 65, 66 preferred but not required A passion for helping athletes achieve their goals Experience working with college athletes is a plus. If you have a passion for helping athletes achieve their full potential and are looking to join a team of professionals dedicated to educating and empowering their clients, we would love to hear from you.
Senior Home Lending Advisor - Clifton Van Houten, NJ JPMorgan Chase & CoSenior Home Lending Advisor - Clifton Van Houten, NJClifton, NJJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
J.P. Morgan Wealth Management - Private Client Advisor - Nutley, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Nutley, New JerseyNutley, NJUsing 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.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateStamford, CT$25–$45 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
J.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred)Great Neck, NYUsing 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.
HR Business Advisor, Executive Director JPMorgan Chase & CoHR Business Advisor, Executive DirectorJersey City, NJEmbedded within the firmwide HR Business Advisor organization (Center of Excellence / Shared Services construct), this role advises senior leaders and managers on the full spectrum of people priorities-organization effectiveness, workforce planning, performance and talent, compensation governance, employee experience, and HR risk/controls. The Executive Director HR Business Advisor (HRBA) is a senior, strategic people partner supporting leaders within the Office of the Chief Financial Officer - Corporate and Investment Bank Finance & Business Management.
Senior Home Lending Advisor - Westfield NJ JPMorgan Chase & CoSenior Home Lending Advisor - Westfield NJWestfield, NJJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Registered Wealth Management Client Associate - Bilingual Portuguese and Spanish Preferred Bank of America CorpRegistered Wealth Management Client Associate - Bilingual Portuguese and Spanish PreferredNew York, NY$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Senior Financial Advisor MassMutual - NJ/NYCSenior Financial AdvisorWarren, NJ$75,000–$300,000 / yearOur team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life.
Deals - FS Financial Due Diligence, Manager PricewaterhouseCoopers LLPDeals - FS Financial Due Diligence, ManagerNew York, NY$99,000–$232,000 / yearPreference for at least one of the following fields of study: Accounting, Actuarial Science, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Economics, Finance, Health Administration/Public Health, Mathematics/Statistics, Risk Management/Insurance. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
NewJ.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NYRockville Centre, NYUsing 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.
Beauty Advisor - Clinique, Palisades Center - Part Time Macy's, Inc.Beauty Advisor - Clinique, Palisades Center - Part TimeWest Nyack, NYWhether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Drive sales and client loyalty by maintaining an organized and shoppable space, leveraging clienteling tools to promote offers and product launches, participating in sales events, and staying up to date through ongoing training and vendor education.
J.P. Morgan Wealth Management - Private Client Advisor - Greenwich, CT (Greenwich Dearfield) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Greenwich, CT (Greenwich Dearfield)Greenwich, CTUsing 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.
Senior Home Lending Advisor - Dover NJ JPMorgan Chase & CoSenior Home Lending Advisor - Dover NJDover, NJJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate JPMorgan Chase & CoProduct Designer, Advisor Experience - Private Bank Digital, Senior AssociateJersey City, NJIn this role, you will be at the forefront of redefining how advisors interact with digital products and services-delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex financial journeys. If you are passionate about experience design, eager to deliver transformative solutions, and ready to make a lasting impact on the future of private banking, we invite you to join our global design team to help define the next era of digital experiences.
Director, B2B Marketing Capitalize Money IncDirector, B2B MarketingNew York, NY$170,000–$210,000 / yearWe''re looking for a Director of Marketing who can act as a force multiplier for our enterprise sales team, own product marketing end to end, design and build out marketing channels and enablement strategy for both enterprise and advisors, and drive an in-person and event strategy that accelerates deals and wins trust. We've raised $35mm+ from leading venture capital investors including RRE Ventures, Canapi Ventures, Greycroft, and others, and we've been recognized as one of TIME's 100 Best Inventions, one of the Most Innovative Companies in America by Fast Company, and by Forbes as one of the Top 50 Fintech Companies in the US for several years running.
Compliance Officer CAIS GroupCompliance OfficerNew York, NY$100,000–$145,000 / 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.
NewAlternative Investments - Internal Associate CAIS GroupAlternative Investments - Internal AssociateNew York City, NY$100,000–$140,000 / 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. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.