Portfolio Manager Associate City National BankPortfolio Manager AssociateNew York, NYRemote$92,114–$156,880 / yearRespond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client's goals and aspirations - Create, research, and provide detailed ad-hoc analyses. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
Financial Consulting Senior Associate - Real Estate Accounting RSMFinancial Consulting Senior Associate - Real Estate AccountingNew York, NY$73,500–$139,700 / yearRSM's Real Estate FaaS blends the best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company environments daily. Review monthly journal entries prepared by support staff for prepaid expenses, fixed asset, accrued expenses, payroll, and / or inventory transactions, as applicable, in an accurate and timely manner.
Regional Director (Northeast Region) Oppenheimer Holdings IncRegional Director (Northeast Region)New York, NY$135,000–$150,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The Regional Director will be responsible for developing and growing advisor relationships across the Northeast region, driving adoption of OAM investment solutions, supporting asset gathering initiatives, and executing regional business development strategies.
Wealth Management Lending Officer Bank of AmericaWealth Management Lending OfficerWayne, New JerseyKey responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Per Diem Registration And Financial Representative St. Joseph's Healthcare SystemPer Diem Registration And Financial RepresentativeWayne, NJThe combined efforts of the organization's outstanding physicians, superb nurses, and dedicated clinical and professional staff have made us one of the most highly respected healthcare organizations in the state, the largest employer in Passaic County, and one of the nation's "100 Best Places to Work in Health Care". Work requires a High School diploma or equivalent and up to one year of basic technical training in medical office practice plus 3 to 6 months of on the job training and orientation.
Compliance Officer Broker-Dealer Advisor Equities and Options - VN2750 MAREX Group LimitedCompliance Officer Broker-Dealer Advisor Equities and Options - VN2750New York, NY$150,000–$185,000 / yearPurpose of Role: Marex is a seeking a Broker-Dealer Compliance Advisor (focusing on Equities and Options) who is meant to be a subject matter expert in U.S. Broker-Dealer regulation providing compliance advisory services, with a strong background on Equities and Listed Options trading activities, as well as knowledge of various regulatory reporting requirements. The 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.
Premier Financial Sales Support Specialist ExtensisHRPremier Financial Sales Support SpecialistIselin, NJWho You Are: The Premier Financial Sales Support Specialist serves as ExtensisHR's subject matter expert for the Premier Financial vertical, supporting Broker Sales Managers, Sales Managers, Service, Operations, Implementation, and Product teams with deep expertise in hedge funds, family offices, private equity firms, venture capital firms, registered investment advisors, and other investment organizations. The role provides industry expertise, executive credibility, and market insight throughout the client lifecycle while helping internal teams understand the unique expectations, operating models, service requirements, and business challenges of sophisticated financial organizations.
NewInvestor Services Representative II and III SS&C Technologies Holdings IncInvestor Services Representative II and IIINJ$17–$23 / hourMore than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely.
VP, Data Intelligence Transformation LPL Financial ServicesVP, Data Intelligence TransformationNew York, NY$163,900–$273,100 / yearThe ideal candidate demonstrates the ability to pursue greatness through transformative thinking, act with integrity when making governance and technology decisions, remain driven to help our clients succeed by enabling trusted and scalable data consumption, win together through cross-functional influence and collaboration, and create and share joy by fostering alignment, simplification, and measurable impact across the organization. Working across Enterprise Data Lakehouse (EDLH), Data Warehousing & Automation (DWA), Data Modernization & Sharing (DMS), AI Engineering (AIE), and Data eXperience & Analytics (DXA), this leader drives alignment, integration, and measurable business outcomes while operating without direct ownership of the underlying engineering platforms.
Senior Banker II - Newport Center Financial Center Bank of AmericaSenior Banker II - Newport Center Financial CenterJersey City, New JerseyResponsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. • In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Principal Data Architect LPL Financial ServicesPrincipal Data ArchitectNew York, NY$155,942–$259,869 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Tax Counsel - Controversies & SALT Interactive Brokers Group IncTax Counsel - Controversies & SALTGreenwich, CTWe partner with many functions across the company, including Accounting, Treasury, Technology, Customer Service and Marketing, to assist our business in achieving our commitment of delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost. Coordinate with the tax compliance and accounting teams to ensure audit findings and settlements are properly reflected in tax returns and financial statements, including uncertain tax positions under ASC 740-10.
Contact Center and UC Engineer Interactive Brokers Group IncContact Center and UC EngineerGreenwich, CTThe ideal candidate brings hands-on expertise in Genesys Cloud, Microsoft Teams telephony, and voice gateway technologies, and is comfortable working independently in a fast-paced financial services environment. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.
NewLatam and US Offshore Sales Analyst/Associate Morgan StanleyLatam and US Offshore Sales Analyst/AssociateNew York, NY$70,000–$124,000 / 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. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
NewL&D - Assurance Advisory Kforce Inc.L&D - Assurance AdvisoryNew York, NYRemote$50–$60Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This is a highly visible consulting opportunity focused on aligning workforce capabilities with evolving business priorities, technology advancements, and organizational objectives.
Senior Vice President, Production Services Infrastructure Support The Bank of New York Mellon CorpSenior Vice President, Production Services Infrastructure SupportJersey City, NJWe're seeking a Senior Vice President, MQ Support / Administrator professional to join our production services middleware team in Pittsburgh, PA; New York, NY; New Jersey; or Lake Mary, FL. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
VEA - Team Manager Morgan StanleyVEA - Team ManagerPurchase, NY$110,000–$180,000 / yearBy leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more. 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.
Associate, Financial Resource Management (FRM) – xVA Structuring and Optimization TD BankAssociate, Financial Resource Management (FRM) – xVA Structuring and OptimizationNew York, New YorkAs part of the xVA Desk, the team partners closely with Sales, Trading, Structuring, Quantitative Analytics, Risk Management, Treasury, and Technology to ensure that derivative pricing appropriately reflects the economic cost of the bank's resources while supporting client activity and business growth. 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.
Network Contracting & Services Associate Oscar HealthNetwork Contracting & Services AssociateNew York, NYRemote$96,876–$127,149 / yearThe Associate also supports network growth and recruiting efforts by engaging with prospective providers directly; assisting with resolution of provider issues; supporting cost- saving initiatives; assisting with the design and execution of the local network strategy; and ensuring providers across our service area have the information and support they need to provide best-in-class member care. The Associate, Network Contracting is responsible for negotiating and managing contracts with healthcare providers (hospital/health system and individual) to build and maintain a robust network in assigned market/region; while also ensuring access to quality care and optimizing costs by analyzing provider performance and negotiating reimbursement rates, often involving complex contract terms and compliance with regulatory guidelines.
Financial Markets & Real Estate - Asset Backed Diligence - Senior Associate PwCFinancial Markets & Real Estate - Asset Backed Diligence - Senior AssociateNew York, NY$72,000–$184,440 / yearAs a Financial Markets & Real Estate- Asset Back Diligence- Senior Associate, you will engage with clients to analyze their financial needs, develop tailored solutions, and provide strategic guidance to optimize their financial performance. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .