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.
Senior Financial Advisor (Art Gallery) Masterworks, LLCSenior Financial Advisor (Art Gallery)New York, NY$300,000–$800,000 / yearAs a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.
Financial Advisor Forest Hills Financial GroupFinancial AdvisorMelville, NY$80,000–$150,000The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
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.
Senior Financial Analyst, GTM Alteryx Inc.Senior Financial Analyst, GTMNew York, NYRemote$103,000–$134,000 / yearIn 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. In addition to base pay and bonus eligibility, this role includes clear forms of additional compensation, such as: A monthly Connectivity Plus stipend of $150 to support remote work-related expenses.
Financial Advisor Charter Oak FinancialFinancial AdvisorMelville, NY$55,000–$130,000 / yearWe deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.
M&A Financial Due Diligence Data Analytics Senior Consultant Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Senior ConsultantNew York, NY$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.
VP Finance PreplyVP FinanceNew York, New York$300,000–$330,000 / yearAI-Enabled Finance Transformation: Lead the adoption of AI and agentic tools across FP&A, Corporate Finance, and Procurement, identifying where automation, AI-assisted analysis, and agentic workflows can replace manual processes and raise the output quality of the finance org. Investor Readiness: Partner closely with the CFO to strengthen Preply’s external financial narrative and engagement with investors; ensure the Finance organization supports transparency, accuracy, and credibility in all investor communications.
Mid-Market Account Executive FeeXMid-Market Account ExecutiveNew York, NY$185,000–$225,000 / yearAs a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors). Navigate risk, InfoSec, and compliance reviews of firm's vetting Pontera (SEC, ERISA, SOC 2, custodial data privacy) and know when to deploy your internal Legal & Compliance SMEs.
VP, Business Development Aon PlcVP, Business DevelopmentMelville, NYWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Summary: Wealthspire seeks a VP, Business Development committed to clients and focused on growing and deepening client engagement through excellent wealth management and financial planning services.
VP, Business Development NFP CorpVP, Business DevelopmentMelville, NYWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Summary: Wealthspire seeks a VP, Business Development committed to clients and focused on growing and deepening client engagement through excellent wealth management and financial planning services.
J.P. Morgan Wealth Management - Vice President, Lending Solutions Product Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Lending Solutions Product ManagerNew York, NYFull timeAs 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.
Retirement Plan Solutions Consultant Cetera Financial Group IncRetirement Plan Solutions ConsultantNY$76,000–$100,000 / yearRetirement Plan Business Consulting: support for advisors'' efforts to refine their service models, assistance with and advice on client segmentation and business efficiencies, practice manage tool optimization strategies, act as intermediary to respond to advisors'' requests for new products and selling agreements, provide technical guidance or source referrals to advisors. "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors.
Senior Manager, CFO Advisory - Finance Operating Model West Monroe Partners, LLCSenior Manager, CFO Advisory - Finance Operating ModelNew York, NY$194,100–$228,400 / yearAs a Senior Manager, you will lead complex finance transformation engagements, advise CFOs and Controllers on where to invest and where to stop investing, and translate operating model decisions into executable roadmaps with measurable capacity, cost, control, and performance outcomes. Design operating models across retained finance, centers of excellence, shared services, outsourced services, and AI-enabled or agentic capacity, with clear decision rights, service levels, governance, and economics for each delivery channel.
Senior Manager, CFO Advisory - EPM & FP&A Modernization West Monroe Partners, LLCSenior Manager, CFO Advisory - EPM & FP&A ModernizationNew York, NY$194,100–$228,400 / yearAs a Senior Manager, you will lead complex EPM programs, serve as a trusted advisor to CFOs and finance technology leaders, maintain a market-informed platform selection point of view, and build strong delivery capabilities across West Monroe. This role is for a leader who combines deep architecture experience with a vendor-agnostic perspective and can help finance executives select, design, and implement solutions that improve planning, forecasting, consolidation, close, and performance management.
Senior Manager, CFO Advisory - Cost Optimization & Value Creation West Monroe Partners, LLCSenior Manager, CFO Advisory - Cost Optimization & Value CreationNew York, NY$194,100–$228,400 / yearThis role is designed for a finance transformation leader who combines financial rigor, operating model expertise, analytical depth, and practical implementation experience to help CFOs and private equity sponsors deliver sustainable cost improvement. Establish defensible cost baselines across labor, third-party spend, technology, facilities, and other operating expenses using general ledger, payroll, procurement, vendor, organizational, and operational data.
Complex Claims Consultant - Financial Lines/Public D&O CNA Financial CorpComplex Claims Consultant - Financial Lines/Public D&Otarrytown, NY$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority.
Manager, CFO Advisory ERP Strategy West Monroe Partners, LLCManager, CFO Advisory ERP StrategyNew York, NY$154,400–$181,500 / yearWhat you'll do: Serve as a delivery leader on engagements of moderate-to-high complexity and scale, communicating with c-level client sponsors directly without oversight, and exemplifying engagement management, client relationship, client satisfaction, risk management, and delivery team management skills. 5+ years of progressive experience advising clients on the selection and implementation of ERP solutions (SAP ERP, Oracle ERP Cloud, and Microsoft Dynamics 365 strongly preferred); must have been an active team member or PM on at least 5 full-cycle ERP implementations.
Senior Consultant, CFO Advisory ERP Strategy West Monroe Partners, LLCSenior Consultant, CFO Advisory ERP StrategyNew York, NY$116,000–$136,500 / yearWhat you'll do: Serve on client delivery teams as a program manager on engagements of moderate-to-high complexity and scale; structure and manage your own work and the work of others within multiple workstreams according to project workplan and Statement of Work (SOW); support functional workstream planning and execution by collaborating with team members and client functional leads. 3+ years of "hands-on" experience configuring business applications and at least 1-2 years of experience advising clients on the selection and implementation of ERP Solutions (SAP ERP, Oracle ERP Cloud, and Microsoft Dynamics 365 strongly preferred); must have been an active team member or PM on at least 2 full-cycle ERP implementations.
Enterprise Account Executive - Financial Services & Healthcare Gong I.O LtdEnterprise Account Executive - Financial Services & HealthcareNew York City, NYRemote$240,000–$330,000 / year6+ years of relevant sales experience, with at least 3+ years of experience selling complex SaaS solutions to enterprise clients requiring a multi-threaded approach specifically having sold to Financial Services, Healthcare or other verticals. Develop tailored account plans for your assigned accounts that align with Gongs overall strategy, identifying key decision-makers, regional nuances, buying processes, current investments, and new revenue opportunities.