Implementations Manager VestwellImplementations ManagerNew York, NY$80,000–$95,000 / yearCoordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
Estate Planning Strategist, Vice President Morgan StanleyEstate Planning Strategist, Vice PresidentPurchase, NY$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. More specifically: Working closely with senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning.
Senior Associate, Implementations VestwellSenior Associate, ImplementationsNew York, NY$70,000–$80,000 / yearCoordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
Executive Design Advisor CookUnityExecutive Design AdvisorNew York, NY$250–$300About the Team: Our Product & Design org spans Growth, Marketplace, New 0—> 1 bets, and Operations — building the experiences that connect chefs to the millions of people who eat their food every week. Diagnose where our design org can leapfrog in adopting AI-assisted workflows (Figma AI, generative design, prompt-to-design pipelines) and where the industry is heading, and build a credible, sequenced uplift plan.
Operational Risk Advisor (Hybrid - See Job Description for Listed Locations) M&T Bank CorpOperational Risk Advisor (Hybrid - See Job Description for Listed Locations)New York, NY$125,600–$209,400 / yearEducation and Experience Required: Bachelor's degree and six years' experience in risk, compliance, legal, audit, or other relevant function, OR in lieu of degree, A combined minimum of ten years' higher education and/or work experience including six years' experience in risk, compliance, legal, audit, or other relevant function. The individual is expected to demonstrate strong knowledge of operational risk management principles, industry best practices, and the supported business areas, inclusive experience with technology-enabled process risk, third-party dependencies, data and model risk intersections, resilience and change management risk.
Operational Risk Senior Advisor (Hybrid- See Job Description for Listed Locations) M&T Bank CorpOperational Risk Senior Advisor (Hybrid- See Job Description for Listed Locations)New York, NY$150,800–$251,300 / yearThe individual is knowledgeable both with respect to Operational Risk Management concepts, inclusive of industry best practices and the businesses they oversee, inclusive of experience with technology-enabled process risk, third-party dependencies, data and model risk intersections, resilience and change management risk. Bachelor's degree and eight years' experience in risk, compliance, legal, audit, or other relevant function, OR in lieu of degree, A combined minimum of twelve years' higher education and/or work experience including eight years' experience in risk, compliance, legal, audit, or other relevant function.
NewFinancial Advisor-(Multiple Levels)-Jackson Heights, Queens TD BankFinancial Advisor-(Multiple Levels)-Jackson Heights, QueensJackson Heights, New YorkEnsures 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.
Portfolio & Trading Solutions – Portfolio Management, Vice President Morgan StanleyPortfolio & Trading Solutions – Portfolio Management, Vice PresidentNew York, New YorkThe Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. With more than $280 billion already under management, Morgan Stanley’s Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns.
Business Development Manager - Soundview Morgan StanleyBusiness Development Manager - SoundviewPurchase, NY$110,000–$190,000 / yearAs part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Vice President, Liquidity Solutions CAIS GroupVice President, Liquidity SolutionsNew York, NY$175,000–$200,000 / yearThe Vice President, Liquidity Solutions will serve as a strategic leader responsible for expanding CAIS's liquidity capabilities, developing ecosystem partnerships, supporting advisor adoption, and helping design the workflows and technology that make liquidity solutions more accessible across wealth management. CAIS 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.
Financial Professional - Retirement Benefits Group - NJ, Edison (5252) Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - NJ, Edison (5252)Edison, NJ$250–$1,000418683'',''true'',''418683'',''false'',''Submission for the position: Financial Professional - Retirement Benefits Group - NJ, Edison (5252) - (Job Number: 260000BX)'',''false'',''418683'',''false'',''true'',''Financial Professional - Retirement Benefits Group - NJ, Edison (5252)'',''260000BX'',''UNITED STATES-NJ-Woodbridge'',''UNITED STATES-NJ-Woodbridge'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Wealth Management Relationship Manager II Provident Financial ServicesWealth Management Relationship Manager IIMorristown, NJ$99,400–$163,300 / yearIn conjunction with operations, ensures accounts are opened or closed accurately and promptly, collects and values assets, completes documentation, initiates and coordinates all duties associated with a new or terminated accounts. Develops direct working relationships and interacts with internal partners, clients, prospects, and external contacts (attorneys, CPAs, trustees, etc.) to ensure accounts are administered properly.
Financial Services - Customer Tax Operations and Reporting - Tax Services Manager - EDGE Ernst & Young Global LtdFinancial Services - Customer Tax Operations and Reporting - Tax Services Manager - EDGENew York, NY$103,100–$188,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters as well as non-US indirect taxes, such as foreign transaction taxes, stamp duty, and value-added taxes.
Senior Account Executive - Financial Services CohereSenior Account Executive - Financial ServicesNew York, New York$132,500–$190,000 / yearFocus on net-new logo acquisition via outbound activity and relationship building with key stakeholders while also bringing a strong network of key decision-maker and influencer contacts and relationships in the Financial Services industry to accelerate engagements, drive strategic partnerships and win sales opportunities. 8-12+ years of previous B2B sales experience with Global 2000, large enterprises in the Financial Services sector, negotiating and closing transformational multi-year (2-5 year) SaaS deals in the 7 figure range, and a track record of high performance and exceeding quota.
Financial Professional - NY, New York (5249) Equitable Financial Life Insurance CompanyFinancial Professional - NY, New York (5249)New York, NY$250–$1,000418463'',''true'',''418463'',''false'',''Submission for the position: Financial Professional - NY, New York (5249) - (Job Number: 260000BL)'',''false'',''418463'',''false'',''true'',''Financial Professional - NY, New York (5249)'',''260000BL'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Investment Banking Analyst - Financial Institutions Group Citigroup Inc.Investment Banking Analyst - Financial Institutions GroupNew York, NY$110,000–$135,000 / 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 Investment Banking Analyst 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.
Premier Banker- Brooklyn Chinatown The Toronto-Dominion BankPremier Banker- Brooklyn ChinatownBrooklyn, NY$27.75–$41.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. 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.
Analyst, Credit Technology Ares OperationsAnalyst, Credit TechnologyNew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Reporting to the VP, Credit Engineering Lead, this role will serve as an early-career hands-on software engineer, working with senior engineers to build applications, APIs, data services, and platform capabilities across the credit investment lifecycle, including deal origination, underwriting, portfolio monitoring, risk management, and investment analytics. .
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorMontville, NJEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Services Tech Consulting Senior - WAM - Charles River Ernst & Young Global LtdFinancial Services Tech Consulting Senior - WAM - Charles RiverNew York, NY$102,500–$187,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance.