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.
Regional Account Executive - Cybersecurity & Critical Services Plurilock Security IncRegional Account Executive - Cybersecurity & Critical Servicesbranchburg, NJRemote7+ years of B2B technology or cybersecurity sales experience Proven success selling into mid-market and enterprise accounts Strong face-to-face selling capability (in-person engagement expected) Experience selling professional services, managed services, or advisory engagements Comfort engaging senior executives (CISO, CIO, VP IT/Security/Risk) Experience working with channel partners and alliance-driven sales motions Strong CRM discipline with demonstrated forecast accuracy Ability to articulate business value and technical context (with pre-sales support). What Success Looks Like A successful AE at Plurilock: Creates net-new at-bats through relationships, disciplined prospecting and partner co-sell Leads executive-level conversations tied to business risk, resilience, and outcomes Lands services-first engagements that expand into multi-year programs Operates with forecast discipline, CRM rigor, and deal accountability Becomes a trusted advisor, not a transactional vendor.
Product Manager, VP – Wealth Services State StreetProduct Manager, VP – Wealth ServicesClifton, New JerseyThis role will focus on improving the end-to-end Wealth Services experience by clarifying client and business needs, reducing operational friction, strengthening service quality, and enabling teams to deliver scalable, resilient, and differentiated wealth capabilities. Wealth Services is a strategic growth area, and we are seeking an experienced Product Manager to help shape, scale, and modernize the capabilities that support our wealth clients, relationship teams, operations partners, and technology stakeholders.
Associate, Economic Valuation Services - Complex Securities KPMG International CooperativeAssociate, Economic Valuation Services - Complex SecuritiesNew York, NY$79,000–$115,000 / yearResponsibilities: Use advanced financial engineering/numerical, mathematical, econometric and statistical techniques, including Monte Carlo simulation and lattice models, to perform and review valuations of complex financial instruments including contingent consideration, put/call deal structures, stock compensation, warrants, financial derivatives (equity, interest rate, commodity, CPI, credit), embedded derivatives, debt, loans, fixed interest securities, insurance contracts, convertible notes and other hybrid instruments. Qualifications: Must be pursuing and have obtained by the start date or have completed the following degrees/majors in the past 12 months: an advanced (preferred) or Bachelors with a focus in Quantitative Finance, Financial Engineering, Mathematical Finance, Computational Finance, or equivalent program from an accredited college or university.
Loan Servicing Associate II Unity BankLoan Servicing Associate IIClinton, NJFull timeAssist management with providing internal and external auditors, with gathering files and additional documentation as requestedEducation and ExperienceBachelor's degree5 plus years' experience with a regulated financial services institution or a financial services provider or;5 plus years' experience of lending experience or:5 plus years of loan servicing experience with a regulated financial services provider. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank.
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NYBrooklyn, NYFull timeUsing 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.
Senior Associate, Financial Services Vestwell Holdings Inc.Senior Associate, Financial ServicesNew York, NY$60,000–$70,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesMahwah, NJ$149,600–$196,350 / yearThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
Director, Financial Services Marketing Gerson Lehrman Group IncDirector, Financial Services MarketingNew York, NY$121,500–$160,000 / yearOwn segment-specific content plan to demonstrate segment expertise and authority, including case studies, reports and webinar; collaborate with Brand team on marketing of 'tentpole' thought leadership pieces and Expert Marketing on opportunities to leverage relevant experts. The Director, Financial Services Marketing will be a senior marketing leader who combines deep knowledge of how investment professionals work with the strategic and executional range to build a best-in-class marketing engine from the ground up.
Financial Restructuring & Bankruptcy Client Service Specialist Fox Rothschild LLPFinancial Restructuring & Bankruptcy Client Service SpecialistMorristown, NJ$30.77–$45.67 / hourAs a member of the Client Services Team (CST), the Financial Restructuring & Bankruptcy Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.
Associate Financial Advisor Strategic People AdvisorsAssociate Financial AdvisorParsippany, NJFull timeStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
Financial Advisor Ritholtz Wealth ManagementFinancial AdvisorNY$250,000–$800,000 / yearWe're continuously working to increase the value and sophistication of how we serve clients, and a core part of our next chapter includes opening locations around the country to better engage the growing community of investors consuming RWM content. We are seeking an experienced Financial Advisor who will work directly with clients to develop and implement their investment, financial, insurance, tax, and estate planning needs.
Financial Wealth Advisor - Berkeley Heights, NJ Corebridge Financial IncFinancial Wealth Advisor - Berkeley Heights, NJBerkeley Heights, NJ$80,000–$120,000 / yearCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Associate - Technology (Workday Financials) PJT Partners IncAssociate - Technology (Workday Financials)New York, NY$95,000–$120,000 / yearAdditional responsibilities include: Provide day-to-day production support for Workday Financials, triaging, diagnosing and resolving configuration or data issues; Support Workday Financials-related projects from planning through execution, ensuring alignment with business goals and timelines; Manage configuration, testing and deployment of updates across Workday Financials modules such as Financial Accounting, Procurement, Accounts Payable, Expenses and Projects, including business process configuration and security administration; Support Financials platform roll-out within various business verticals, including finance, accounting and procurement teams; Design, build and maintain business process configuration across Financials workstreams, including approval chains, conditional routing and notifications; Configure and maintain domain and business process security policies, supporting security group assignments, access reviews and audit and compliance requests; Build and maintain custom reports, calculated fields and dashboards using Workday Report Writer, partnering with Finance to translate reporting requirements into scalable designs; Partner with Finance, Accounting and other cross-functional teams to understand business needs and support the design of effective Workday Financials solutions; Support integration efforts between Workday Financials and other enterprise systems (e.g. In addition, qualified candidates will possess the following: Bachelor's degree in Business Administration, Information Technology, Finance or a Business-related degree; 3-4 years of experience with Workday Financials, with hands-on configuration exposure to Accounts Payable, Contracts to Cash, General Ledger and Expense; Demonstrated experience configuring Workday business processes, including approval routing and conditional logic; Working knowledge of Workday security, including domain security policies, business process security policies and security group configuration; Strong Workday Report Writer skills, including calculated fields and advanced/matrix reports; Experience providing production support in a live Workday tenant, including incident triage and root cause analysis; Strong written, verbal and communication skills with the demonstrated ability to collaborate with multiple stakeholders; Excellent problem-solving skills and the ability to troubleshoot complex issues; Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
Client Executive, Investor Services - SVP Citigroup IncClient Executive, Investor Services - SVPNew York, NY$163,600–$245,400 / yearCiti is looking for a Client Executive to join its Investor Services business a top 4 global provider of Custody, Fund Services, and Agency Lending where you will own and grow a key strategic Asset Manager relationship across North America as part of a broader global client team. In this senior role, you will serve as the primary point of contact and trusted advisor for one of Citi's most important clients, operating within a network spanning 60+ countries and serving approximately 19,000 institutional clients worldwide.
Experienced Manager, Risk Advisory Services BDO International LtdExperienced Manager, Risk Advisory ServicesNew York, NY$130,000–$160,000 / yearJob Summary: The Experienced Manager, Risk Advisory Services is responsible for managing and delivering high value solutions to clients in the areas of Internal Auditing and internal control, including business risk assessment, business process improvement, Sarbanes-Oxley compliance, information technology audit control, financial and operational audit, business conduct and fraud/forensic investigations. Experience: Eight (8) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.
Deals Services - Supervisor, Strategic Finance And Fp&A, Advanced Decision Modeling RSMDeals Services - Supervisor, Strategic Finance And Fp&A, Advanced Decision ModelingNew York, NY$101,000–$203,000 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown)New York, NYFull timeUsing 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.
Deals Services - Supervisor, Strategic Finance And Fp&A, Advanced Decision Modeling (Boston/Hybrid) RSMDeals Services - Supervisor, Strategic Finance And Fp&A, Advanced Decision Modeling (Boston/Hybrid)New York, NY$101,000–$203,000 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. This role applies advanced financial modeling and valuation expertise, oversees day‑to‑day workstreams, and supports the delivery of high‑quality, client‑ready insights.
Experienced Manager, Risk Advisory Services BDO USA PCExperienced Manager, Risk Advisory ServicesNew York, NY$130,000–$160,000 / yearJob Summary: The Experienced Manager, Risk Advisory Services is responsible for managing and delivering high value solutions to clients in the areas of Internal Auditing and internal control, including business risk assessment, business process improvement, Sarbanes-Oxley compliance, information technology audit control, financial and operational audit, business conduct and fraud/forensic investigations. Experience: Eight (8) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.