NewM&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.
NewM&A Financial Due Diligence Data Analytics Consultant Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics ConsultantNew York, NY$93,200–$170,900 / 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.
Relationship Associate - Corporate Bank - Financial Institutions Citigroup IncRelationship Associate - Corporate Bank - Financial InstitutionsNew York, NY$98,960–$148,440 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management.
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.
Investment Banker - Financial Institutions - Insurance - VP Citigroup IncInvestment Banker - Financial Institutions - Insurance - VPNew York, NY$250,000–$275,000 / yearQualifications: • 6-10 years of experience • Experience in the Financial Services industry, specifically within Banking • Degree in Finance or closely related areas of Business Administration • MBA or Masters Degree in Business preferred • Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes • Consistently demonstrates clear and concise written and verbal communication skills • Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products • Series 79 and 63 within 90 days of joining. The Banker is a senior 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.
Sales Executive, Financial Services - Associate Director, New York - WAM Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, New York - WAMNew 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.
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.
Non-Financial Regulatory Reporting Global Lead Citigroup IncNon-Financial Regulatory Reporting Global LeadNew York, NY$250,000–$500,000 / yearThis position demands a strategic leader with deep expertise in large-scale data transformation, experience with firmwide regulatory reporting transformations, a proven ability to lead senior managers, and a passion for leveraging AI to solve complex regulatory challenges and de-risk the firm. The role involves setting the strategic direction, leading a global organization (which includes the Regulatory Reporting execution, Regulatory program and Data quality, Data framework), and driving the end-to-end execution of a new Target Operating Model (TOM).
Financial & Regulatory Reporting Manager US BankFinancial & Regulatory Reporting ManagerHackensack, NJ$132,260–$155,600 / 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.
Investment Banker - ECM - Financial Institutions - VP Or Director Citigroup Inc.Investment Banker - ECM - Financial Institutions - VP Or DirectorNew York, NY$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Equity Capital Markets Banker is a senior 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.
NewSenior Financial Analyst, GTM Alteryx Inc.Senior Financial Analyst, GTMNew York, NYRemote$103,000–$134,000 / yearLeadership Potential: Demonstrated ability to influence senior leadership and lead cross-functional initiatives; prior experience mentoring team members or optimizing financial processes is highly preferred. In this role, you will act as a primary Finance Business Partner for the global field sales organization, delivering actionable insights and data-driven solutions to drive strategic decision-making.
Investment Banker - Financial Institutions - Banks & Depositories - VP Citigroup IncInvestment Banker - Financial Institutions - Banks & Depositories - VPNew York, NY$250,000–$275,000 / yearThe Banker is a senior 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. Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering.
Sales Executive, Financial Services - Associate Director - (New York or Charlotte) Ernst & Young Global LtdSales Executive, Financial Services - Associate Director - (New York or Charlotte)New York, NY$243,530–$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.
Sales Executive, Financial Services - Associate Director, New York - BCM Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, New York - BCMNew 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.
Field CTO - Financial Services Celonis SEField CTO - Financial ServicesNew York, NY$191,000–$255,000 / yearWe enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate - unlocking billions in value. The qualifications you need: Experience: 15 to 20 years of relevant experience, ideally having served as a CTO at a consulting firm, as Field CTO at a software vendor, or Director/VP of Enterprise Architecture within a major corporation.
Investment Banking, Financial Institutions (Insurance) - Senior Associate Citigroup Inc.Investment Banking, Financial Institutions (Insurance) - Senior 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.
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.
Senior Client Service Associate Wealth Enhancement Group LLCSenior Client Service AssociateIselin, NJ$70,000–$80,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth 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.
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.
Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Vice President Citigroup Inc.Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Vice PresidentNew York, NY$175,000–$250,000 / yearCross Asset Solutions is a business within Solutions for Financial Intermediaries (SFI) that is responsible for the sales of Capital Markets products to financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi, which have very specific requirements with respect to pricing, structuring, settlement, and post-trade lifecycle management.
Sr Client Service Associate Wealth Enhancement Group LLCSr Client Service AssociateGreat Neck, NY$80,000–$90,000 / yearWorking proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Associate of Structured Finance Fluidstack LtdAssociate of Structured FinanceNew York, NY$150,000–$250,000 / yearBuild and maintain financial models - Construct and refine transaction models covering debt sizing, DSCR waterfalls, restricted payment mechanics, levered/unlevered returns, and multi-scenario sensitivities. Analyze capital structures - Evaluate HoldCo / OpCo / PropCo structuring, cross-collateralization provisions, cross-default mechanics, and intercreditor arrangements under the guidance of senior team members.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementWestfield, New JerseyLeverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisory Analyst Career Launch AIFinancial Advisory AnalystNew York, NY$140,000–$185,000Members of the Career Launch AI platform gain access to exclusive opportunities across financial advisory, transaction services, valuation, restructuring, and strategic finance that may not be publicly listed. This Financial Advisory Analyst description reflects opportunities available exclusively to Career Launch AI members , including: Roles shared directly with Career Launch AI by employers.
NewPrivate Capital Financial Analyst Career Launch AIPrivate Capital Financial AnalystNew York, NY$140,000–$185,000A lower middle-market private equity or private capital firm (representative of firms within our network) may seek a financially rigorous, entry-level Private Capital Financial Analyst to support investment teams across deal underwriting, valuation, and portfolio financial analysis . The role offers hands-on exposure to transaction modeling, capital structure analysis, diligence support, and portfolio monitoring within lean investment teams, providing early-career analysts with direct insight into how private capital investment decisions are evaluated and executed.
Lead Client Partner, Financial Services Pinterest IncLead Client Partner, Financial ServicesNew York, NY$119,489–$209,106 / yearDemonstrate executive presence, leadership and influence with clients by understanding the ins and outs of their business that includes but is not limited to macro trends (headwinds, tailwinds), business goals & media KPIs, opportunities, etc to think critically, the status quo and not take client directives at face value. Strong Consultative and Negotiation Skills: Proven track record of developing long-term partnerships and effectively negotiating annual partnership agreements, ensuring mutual satisfaction and driving high-value client engagements.
Lead Client Account Manager, Financial Services Pinterest IncLead Client Account Manager, Financial ServicesNew York, NY$134,705–$235,734 / yearDemonstrates curiosity and a willingness to explore AI tools to improve day-to-day productivity, including campaign setup, performance reporting, client communications, and research. Leverages AI to work more efficiently, whether it''s streamlining optimizations, preparing for client meetings, or surfacing insights from campaign data, while maintaining attention to detail and a high bar for accuracy.
Wealth Relationship Manager - SAFE ACT - Westchester County Citigroup IncWealth Relationship Manager - SAFE ACT - Westchester CountyMamaroneck, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - New York Hub (Multilingual Skills Required) Citigroup IncWealth Relationship Manager - New York Hub (Multilingual Skills Required)New York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Manhattan Citigroup IncWealth Relationship Manager - ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - 34th Street Citigroup IncWealth Relationship Manager - 34th StreetNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act - Assistant Vice President Citigroup IncWealth Relationship Manager SAFE Act - Assistant Vice PresidentNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Rego Park Citigroup IncWealth Relationship Manager - Rego ParkNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Director of Strategic Finance & Investment Strategy Mozilla CorpDirector of Strategic Finance & Investment StrategyNYRemote$217,000–$289,000 / yearMaster of Financial Modeling: Exceptional ability to build complex, scalable, and intuitive risk-adjusted financial models from scratch to evaluate partnerships, macro trends, and multi-year scenarios (ideally has utilized different AI tools in financial modeling). Executive Advisory: Act as a trusted financial advisor to senior leadership and business unit heads, distilling complex strategic data, financial models, and portfolio performance into concise, strategic narratives for board meetings and executive reviews.
Wealth Relationship Manager -Manhattan Citigroup IncWealth Relationship Manager -ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Queens/39th Citigroup IncWealth Relationship Manager - Queens/39thLong Island City, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Court Square Citigroup IncWealth Relationship Manager - Court SquareNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Allerton Avenue Citigroup IncWealth Relationship Manager - Allerton AvenueBronx, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Hewlett, NY Citigroup IncWealth Relationship Manager - SAFE ACT - Hewlett, NYHewlett, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Fund Banking Analyst Stifel Financial CorpFund Banking AnalystNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Financial Advisor Strategic People AdvisorsFinancial AdvisorRidgewood, NJFull timeYou will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementRockaway, New JerseyIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Regional Consultant (Internal Wholesaler) Brookfield CorpRegional Consultant (Internal Wholesaler)New York, NY$120,000–$140,000 / yearThe Regional Consultant (Internal Wholesaler), in partnership with a Regional Director, will be responsible for sales, support, and service of our IBD partners in their assigned region associated with Brookfield Oaktree Wealth Management Solutions. Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives.
Plant Controller Innophos Holdings IncPlant ControllerCranbury, NJ$107,000–$159,000 / yearThe Plant Controller will be responsible for month end closing activities, account reconciliations, variance analysis, audit sampling & support the plant on inventory counts, expense analysis, any inventory cost related projects and fixed assets. The benefits set forth in this posting reflect Innophos' current benefits for similarly situated employees, are subject in all respects to the terms and conditions of the applicable program policies and may be modified or discontinued by Innophos in the future (subject to applicable law).
NewPortfolio Advisory Associate Career Launch AIPortfolio Advisory AssociateNew York, NY$140,000–$185,000Actual openings may vary based on employer type (asset manager, wealth manager, multi-family office, investment bank, OCIO, or advisory firm), client segment (institutional, ultra-high-net-worth, family office), and asset class focus. These roles involve close collaboration with portfolio managers, financial advisors, investment strategists, risk teams, and relationship managers to ensure portfolios align with client objectives, risk tolerance, and market conditions.
Client Portfolio Manager, Brooklyn Direct Indexing TIAAClient Portfolio Manager, Brooklyn Direct IndexingNew York, New YorkIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors.
Client Service Specialist O'Shaughnessy Asset ManagementClient Service SpecialistStamford, ConnecticutAdvisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
Risk and Liquidity Manager - Investment Management Team UBS Group AGRisk and Liquidity Manager - Investment Management TeamWeehawken, NJThis role will contribute to the firm's risk governance framework by preparing analysis, monitoring portfolio risks, supporting liquidity assessments, and helping deliver clear insights to portfolio managers and internal stakeholders. Both teams collaborate closely with Financial Advisors, the OCIO Team, Portfolio Advisory Group, internal product and operations teams, and stakeholders across Wealth Management to drive business and product initiatives for the UBS CIO organization.
Principal Technology Engineer - Workplace Technology, Field Agencies The Guardian Life Insurance Company of AmericaPrincipal Technology Engineer - Workplace Technology, Field AgenciesHolmdel, NJ$118,980–$195,465 / yearThe ideal candidate will help drive the overall Workplace architecture for our field partners and solicit feedback from our home office and field/agencies partners, identify gaps, collaborate on feasible options with technology owners, gain buy in from stakeholders, implement solutions/capabilities & encourage/support adoption. As a Principal Technology Engineer your role will be to advance the Guardian Workplace, Communications and Collaboration capabilities and platforms for our Agencies & Producers partners delivering an integrated and AI-enabled workplace experience that enables the field to connect, collaborate, and transact seamlessly.