Trust Advisor - Special Needs Trust Fifth Third BancorpTrust Advisor - Special Needs TrustNew York, NY$96,500–$207,500 / yearGENERAL FUNCTION: The Special Needs Trust (SNT) team is responsible for administering Special Needs Trusts, court-created minors trusts, Guardianships, and similar relationships serving individuals with impairments. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Client Advisor- 57th Street 5th Ave Bulgari SpAClient Advisor- 57th Street 5th AveNew York, NY$30–$34 / hourAs a Client Advisor at BVLGARI, you will deliver a world-class luxury experience, building lasting client relationships while achieving sales targets. Multi-lingual skills are a plus to cater to an international clientele passionate about luxury craftsmanship and brand storytelling.
Administrative Assistant-Financial Industry New York Financial Partners IncAdministrative Assistant-Financial IndustryJericho, NYFull timeYour responsibilities will include answering phone calls, scheduling appointments, planning meetings, filing, processing paperwork, placing various office orders etc. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.
Vice President, Portfolio Management (Native American Financial Services Portfolio and Gaming) KeyCorpVice President, Portfolio Management (Native American Financial Services Portfolio and Gaming)New York, NYRemote$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance) KeyCorpVice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)New York, NY$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
Subject Matter Expert - Financial Crime Compliance Moody's CorpSubject Matter Expert - Financial Crime ComplianceNew York, NY$198,300–$287,550 / yearBy joining this team, you will help shape market strategy, influence product innovation, support client success, and contribute to the adoption of emerging technologies that enhance business outcomes across the financial services industry. Serve as a trusted industry expert driving client engagement, market strategy, and product innovation across financial crime compliance and third-party risk management solutions.
Financial Aid Manager Lincoln Technical Institute, Inc.Financial Aid ManagerLincoln, NJManagement of the daily operations of the Financial Aid Department and implement new policies to ensure the accurate, timely, and ethical awarding and processing of Title IV program funds according to federal and/or state regulations and Company policies and procedures. Lincoln Tech in Columbia, MD is looking for an experienced financial aid professional to lead the school in the daily operation of the Financial Aid Department to ensure all incoming students are accurately and completely packaged.
NewSenior Consultant, Financial Reporting & Accounting | IA&R Real Estate Solutions FTI ConsultingSenior Consultant, Financial Reporting & Accounting | IA&R Real Estate SolutionsNew York, New YorkWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO preparation, real estate and REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.
Global AI Solutions Director - Financial Services Cloudera IncGlobal AI Solutions Director - Financial ServicesNew York City, NY$200,000–$225,000 / yearDeal Support & Value Engineering: Provide deep industry-specific AI expertise during high-value sales cycles, helping technical teams validate architecture while helping business buyers calculate ROI. As the Director, Global AI Industry Solutions, you will: The Strategic Bridge: Translate complex Product R&D advancements into high-value business outcomes, sales playbooks, and go-to-market strategies tailored specifically for the Financial Services sector.
NewSenior Consultant, Financial Reporting & Accounting | Real Estate Solutions FTI Consulting IncSenior Consultant, Financial Reporting & Accounting | Real Estate SolutionsNew York, NYWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO preparation, real estate and REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.
Financial Wellness Associate KeyCorpFinancial Wellness AssociatePort Chester, NY$19.23–$28.37 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Assurance Senior Associate - Financial Services EisnerAmperAssurance Senior Associate - Financial ServicesMelville, NYOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Assurance Manager - Financial Services EisnerAmperAssurance Manager - Financial ServicesMelville, NYOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
National Tax Managing Partner - Financial Services - 1761983 RightWorksNational Tax Managing Partner - Financial Services - 1761983Woodbury, New YorkRequirements: - Bachelor's degree in Accounting, Finance, or related field; CPA certification preferred. - Strong communication and interpersonal skills to effectively interact with clients and team members.
NewEntry-Level Financial Advisor New York Life - Nassau County General OfficeEntry-Level Financial AdvisorUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
Vice President, Financial Advisor The Bank of New York Mellon CorpVice President, Financial AdvisorNew York, NY$69,000–$100,000 / yearThrough a unique service model focused on five Active Wealth practices Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. The Financial Advisor assist clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strive to build long term relationships, and work clients over time as their needs change.
Complex Claims Consultant - Financial Lines/Public D&O CNA Financial CorpComplex Claims Consultant - Financial Lines/Public D&OMelville, 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.
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.
Financial Advisor Associate - Bethpage, NY TD BankFinancial Advisor Associate - Bethpage, NYBethpage, New YorkThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
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.