AI & Data Systems Engineer CAIS GroupAI & Data Systems EngineerNew York City, NY$125,000–$160,000 / 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. The BT team partners with the AI & Data Technology teams to optimize solutions & deployment processes on platforms including Snowflake (Cortex, Streamlit), N8N, Airtable, Salesforce, DataHub, Claude/CoWork, and Stonly.
Wealth Planning Analyst MarinerWealth Planning AnalystFlorham Park, New JerseyThis role supports licensed advisors by coordinating client meetings, conducting research, preparing financial plans, and assisting with follow-up activities necessary for effective client wealth management. · Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools; formal training will be provided.
JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine JPMorgan Chase Bank, N.A.JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning EngineNew York, NYFull timeDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
Strategic Accounts Director Professional Capital Services, LLCStrategic Accounts DirectorNY$127,000–$165,000 / yearUnder the direction of the Head of Sales, work closely with and communicate information to other units and their managers when needed to ensure consistency with various Retirement Plan Operations with a high level of customer service and overall retention of plans/assets. The average salary for this position is expected to be between $127,000 and $165,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
Cross Asset Solutions Salesperson Solutions for Financial Intermediaries, Vice President Citigroup IncCross 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.
Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Assistant Vice President Citigroup Inc.Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Assistant Vice PresidentNew York, NY$150,000–$175,000 / 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.
Restructuring & Leveraged Finance Associate JobotRestructuring & Leveraged Finance AssociateNew York, NY$225,000–$425,000 / yearThe ideal candidate will have experience in leveraged finance, restructuring, or a combination of both, and will play a key role advising private equity sponsors, lenders, and corporate clients on a broad range of financing and distressed transactions. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Financial Solutions Advisor Registration Candidate - Western Long Island Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Western Long Island MarketHicksville, NY$28.85–$33.65 / hourBack to search results Financial Solutions Advisor Registration Candidate - Western Long Island Market Hicksville, New York; Levittown, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Advisor-Stamford, CT (Multiple-Levels) The Toronto-Dominion BankFinancial Advisor-Stamford, CT (Multiple-Levels)Stamford, CT$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Solutions Advisor Registration Candidate- NW Snohomish Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- NW Snohomish MarketMount Vernon, New YorkUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
NewBusiness Solutions Advisor - Williamsburg Financial Center - Brooklyn, NY Bank of America CorpBusiness Solutions Advisor - Williamsburg Financial Center - Brooklyn, NYBrooklyn, NY$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Wealth Advisor SimpleCITIWealth AdvisorGarden City South, NYWe currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.
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.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - New YorkNew York, NY$80,000–$160,000 / yearThe GS PFO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance plannings, charitable giving planning etc., to meet the needs of our sophisticated high net worth clientele. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Treasury Advisor RhoTreasury AdvisorNew York City, New York$115,000–$150,000 / yearRho is seeking a client-focused, entrepreneurial Financial Advisor / Registered Representative to help deliver modern wealth management solutions to founders, executives, business owners, and high-growth companies. You are comfortable working in a technology-driven environment, building trusted client relationships, and collaborating across product, operations, and engineering teams to create an exceptional client experience.
J.P. Morgan Wealth Management - Private Client Advisor - Parsippany, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Parsippany, New JerseyParsippany, 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.
Asset & Wealth Management, Private Bank, Advisor Engagement, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Bank, Advisor Engagement, Vice President - New YorkNew York, NY$115,000–$270,000 / yearThought leadership: Craft and refine high-impact thought leadership and client materials that translate complex financial concepts into compelling, actionable stories. As a Vice President within our Wealth Management Marketing team, you will serve as a growth partner to the business, designing and executing strategic marketing plans to connect around our premier products, solutions and platform.
NewDeal Quality Advisor Initio CapitalDeal Quality AdvisorNew York, NY$1,000–$10,000This role is ideal for professionals with deep transaction experience, advisory expertise, or strong deal evaluation skills, including operators, brokers, intermediaries, and experienced financial advisors. We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across the private markets.
Head Of Advisor Practice Management Guardian LifeHead Of Advisor Practice ManagementNew York, NY$155,370–$255,255 / yearThis preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers The Head of Advisor Practice Management leads the design and evolution of practice management frameworks, offerings, and consultation models that help advisors grow and strengthen their businesses.
Senior Private Banker/Advisor Avior Executive SearchSenior Private Banker/AdvisorJericho, New YorkBachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
Vetco Clinic Advisor Petco Animal Supplies, Inc.Vetco Clinic AdvisorNew Jersey, NJ$15–$19.80 / hourWe are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. The journey starts with knowledgeable, passionately engaged associates who are proud to recommend Petco as a place to work, who believe in our Vision and who are committed to delivering a superior customer experience.
Advisor Growth & Lead Conversion Manager Cerity PartnersAdvisor Growth & Lead Conversion ManagerNew York City, New YorkThe ideal candidate brings deep fluency in the wealth management industry — across RIA, wirehouse and hybrid advisory models, as well as B2B2C programs serving corporate clients — and excels at building trust-based relationships with advisors at all levels. • Act as a trusted liaison between advisors and internal teams including compliance, operations, technology, and product — ensuring advisor needs and feedback are represented in key program decisions.
J.P. Morgan Wealth Management - Private Client Advisor - Farmingdale, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Farmingdale, NYFarmingdale, 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.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryJersey City, NJTime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
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.
Transaction Risk Advisor (Private Capital) Initio CapitalTransaction Risk Advisor (Private Capital)New York, NY$50–$200We serve fund managers, investors, operators, and finance professionals across private markets—integrating deal flow, analyst talent, investor relations, networking, training, and placement into a single platform. Ex-investment banking, private equity, venture capital, or senior consulting professionals with 5+ years of experience evaluating deal, operational, or portfolio risk in private markets.
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 - New York Metro Citigroup Inc.Wealth Relationship Manager - New York MetroNew 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.
Private Markets Advisor Initio CapitalPrivate Markets AdvisorNew York, NY$200–$500Private Markets Advisors represent a senior tier of the ecosystem—providing strategic, high-impact guidance to sponsors, funds, and investors while benefiting from meaningful earning opportunities and enhanced credibility across the network. Initio Sphere is onboarding Private Markets Advisors to provide strategic, operational, and capital-markets guidance across private market transactions.
Investment Strategy Advisor Initio CapitalInvestment Strategy AdvisorNew York, NY$200–$500Investment Strategy Advisors are a key tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and enhanced credibility across our network. This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of closing capital transactions or leading investment initiatives.
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.
Citi Wealth - Wealth Relationship Manager - Manhattan Citigroup Inc.Citi Wealth - Wealth Relationship Manager - ManhattanNew York, NY$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.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New YorkNew York, NY$80,000–$160,000 / yearThe Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Frontier Industry Advisor - Capital Markets Microsoft CorpFrontier Industry Advisor - Capital MarketsNew York, NY$107,600–$187,500 / yearMasters Degree in Computer Science, Information Technology, Engineering, Business or related field AND 7+ years customer-facing experience in financial services, management consulting, consultative selling, technology or industry-relevant equivalent management or technical work experience OR Bachelors Degree in Computer Science, Information Technology, Engineering, Business or related field AND 10+ years customer-facing experience in financial services, management consulting, consultative selling, technology or industry-relevant equivalent management or technical work experience. Experience may include work with sell-side institutions, buy-side firms, financial market infrastructures, exchanges, clearing and settlement organizations, data and analytics providers, payments organizations, wealth and asset management firms, digital asset platforms, private equity firms, hedge funds, securities services, custody, risk, compliance, trading, research, or post-trade operations, with a focus on driving digital transformation through cloud, data, AI, Frontier AI, automation, security, and modern platform capabilities.
Operations Manager Raising Cane's USA LLCOperations ManagerEast Brunswick, NJ$25.50–$26.75 / hourOccasionally drive on behalf of the Company for work-related purposes (e.g., picking up product for the Restaurant) when required by business needs (e.g., when a salaried leader is on a leave of absence or there is a role vacancy). Job Type Restaurant Management Position Type Full Time Date Posted 04/16/2026 Location 750 NJ-18, East Brunswick, NJ 08816, United States Job ID 744000121279795.
Cook - Evening & Late Night Shift Raising Cane's USA LLCCook - Evening & Late Night ShiftEdison, NJWhether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. Benefits available for hourly Crew: Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection.
NewWealth Management, Trust and Estates, Trust Settlement Officer VP JPMorgan Chase Bank, N.A.Wealth Management, Trust and Estates, Trust Settlement Officer VPNew York, NYFull timeOur 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Asset Management: Opening Market Insights Research Analyst - Associate JPMorgan Chase Bank, N.A.Asset Management: Opening Market Insights Research Analyst - AssociateNew York, NYFull timeThe Global Market Insights Strategy Team provides macroeconomic and capital markets insights and research to institutional investors, financial advisors, and their clients to help them make informed investment decisions. Morgan Asset Management provides investment expertise across a broad range of asset classes, including equity, fixed income, alternative investments, and cash management.
NewRisk Management - Special Credits - Executive Director JPMorgan Chase Bank, N.A.Risk Management - Special Credits - Executive DirectorNew York, NYFull timeNew York,NY $163,400.00 - $260,000.00 / year; Plano,TX $148,200.00 - $245,000.00 / year; Houston,TX $148,200.00 - $245,000.00 / year; Chicago,IL $148,200.00 - $245,000.00 / year . 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.
J.P. Morgan Wealth Management - Vice President - Product Journey Lead- Online Investing Workplace Strategies JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President - Product Journey Lead- Online Investing Workplace StrategiesNew York, NYFull timeMorgan Wealth Management - Vice President - Product Journey Lead- Online Investing Workplace Strategies The Online Investing Workplace Strategies Team is dedicated to delivering integrated, end-to-end experiences for J.P. 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.
Broker Dealer Business Development, Senior Associate InvestX Capital, Ltd.Broker Dealer Business Development, Senior AssociateNew York, NY$150,000–$170,000 / yearThis role is ideal for a self-starter with an established network within the Broker Dealer community and a proven track record of opening new relationships and raising assets for alternative investments. InvestX is backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications.
Senior Manager, Brand Activation Invesco LtdSenior Manager, Brand ActivationNew York, NY$120,000–$125,000 / yearWork closely with the Digital Channel Activation Team (paid media), segment marketing partners, and relevant firm stakeholders to develop insight-driven campaign briefs that inspire our internal creative team and external agency partners to produce breakthrough paid media programs delivered in impactful, measurable ways. Requirements of the Role: Results oriented marketer with 7-10 years of experience and a proven track record of creating innovative paid media campaigns in North America and EMEA that have driven business results, using data and insights to improve client engagement metrics.
J.P. Morgan Wealth Management - Private Client Advisor - Westbury, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westbury, NYWestbury, 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.
Director - Asset Based Lending Sponsor And Capital Markets Huntington Bancshares IncDirector - Asset Based Lending Sponsor And Capital MarketsNew York, NY$93,000–$217,000 / yearThis role is responsible for executing strategic growth initiatives, developing and maintaining strong relationships with (i) internal Sponsor Coverage & Capital Markets partners, (ii) directly with private equity sponsors, and intermediaries, and, (iii) partnering with internal credit, and product teams to deliver high‑quality financing solutions. Independent ability to negotiate complex sole and administrative agent asset-based lending capital structures including: ABL only, ABL and Split Lien Term Loans (private credit and syndicated markets), ABL and Bond, ABL and Junior Capital and ABL First Out in a Uni-Tranche structure.
NewDirector IDD Invesco LtdDirector IDDNew York, NY$200,000–$230,000 / yearAbout the Role: As a member of Invesco's Wealth Management Platform (WMP) team, a Director of Investment Due Diligence is responsible for elevating Invesco's platform relevance, supporting and defending current product placements, building broader awareness of Invesco's capabilities, and sharing Invesco's thought leadership. The role requires a high level of investment acumen to 1) engage with investment teams, 2) develop and maintain a deep understanding of Invesco's broad product range across asset classes and vehicles (mutual funds, ETFs, SMAs, etc.) and 3) differentiate the product range relative to leading peers on client platforms.
Tax Senior Manager, Core Tax Services bdo consultingTax Senior Manager, Core Tax ServicesStamford, CT$146,000–$200,000 / yearThe Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Senior Enterprise Customer Success Manager Carta IncSenior Enterprise Customer Success ManagerNew York, NY$153,000–$181,000 / yearBy building strong relationships with our Late Stage Private customers, you will be helping to secure our future pipeline for private and public liquidity opportunities, and drive strategic value for a key segment of Carta customers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital.
Consulting Enterprise Strategist- Education CDW CorpConsulting Enterprise Strategist- EducationNYRemote$121,450–$170,010 / yearThis role bridges strategy, architecture, governance, and execution, supporting institutions that operate under shared governance and decentralized decision-making, multi-year budget cycles, and constrained funding models, regulatory, privacy, and compliance requirements, diverse stakeholder communities, academic IT, finance, public leadership. Your core objective is to align institutional mission and business outcomes with integrated IT strategy, translating educational objectives-such as student success, research enablement, digital equity, safety, resilience, and operational efficiency-into actionable IT roadmaps and multi-year transformation programs.
Financial Advisor Simon Quick AdvisorsFinancial AdvisorMorristown, NJCompany: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 ______________________________________________________________ Company Description Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services.
Senior Compliance Officer - FCM Advisor - VN2537 MAREX Group LimitedSenior Compliance Officer - FCM Advisor - VN2537New York, NY$150,000–$180,000 / yearThe depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics. Purpose of Role: Marex is seeking a Senior Compliance Officer - FCM Advisor who will provide compliance advisory services for FCM as well as related Introducing Brokers (IBs), Guaranteed Introducing Broker (GIBs), and Swap Dealers.