Loan Services - Private Fund / Clo's (Senior Associate) Guggenheim PartnersLoan Services - Private Fund / Clo's (Senior Associate)New York, NY$120,000–$130,000 / yearUpon closing a CLO transaction, develop and maintain CLO model that provides testing guidelines and limits specified in Indentures by use of proprietary excel templates Guidelines include overcollateralization, interest coverage and collateral quality tests This includes revising the model as needed due any amended terms that may occur post-closing. The position requires close interaction with various parties including traders, client service support, custodian/trustee banks, fund administrators, legal counsel and credit analysts.
Experienced Vice President - Investment Banking, Healthcare Services Guggenheim Partners LLCExperienced Vice President - Investment Banking, Healthcare ServicesNew York, NYMaintain working knowledge of multiple client sectors, monitor key industry drivers, and assemble insights to support and enhance advisory services and new business development initiatives. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
Associate Director, Client Services Whalar GroupAssociate Director, Client ServicesNew York, NYSitting at the intersection of clients, creators, and cross-functional teams, you'll ensure exceptional campaign execution while serving as a trusted strategic advisor who consistently delivers outstanding client experiences. Manage the team’s day-to-day tasks and operations of campaign delivery, with support from Director Be a positive, solutions-first role model and expertly mentor, train and develop team members through robust career pathing.
Representative Registration And Financial St. Joseph's Healthcare SystemRepresentative Registration And FinancialWayne, 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". Certified Healthcare Access Associate (CHAA) by National Association of Healthcare Access Management preferred or Revenue Cycle certification by HFMA (Healthcare Financial Management Association).
Registration/Financial Representative St. Joseph's Healthcare SystemRegistration/Financial RepresentativePaterson, 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". Certified Healthcare Access Associate (CHAA) by National Association of Healthcare Access Management preferred or Revenue Cycle certification by HFMA (Healthcare Financial Management Association).
Senior Client Service Associate Wealth Enhancement Group LLCSenior Client Service AssociateNYRemote$75,000–$85,000 / yearThe Senior Client Service Associate provides advanced administrative and operational support to financial advisors, manages complex account and service requests, coordinates client communications and meetings, and helps ensure the efficient operation of the practice. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
Senior Solution Engineer, Financial Services Snowflake IncSenior Solution Engineer, Financial ServicesNew York, NY$220,000–$288,750 / yearIn this role you will work directly with the sales team and channel partners to understand the needs of our customers, strategize on how to navigate winning sales cycles, provide compelling value-based demonstrations, support enterprise Proof of Concepts, and ultimately close business. The following represents the expected range of compensation for this role: This role is eligible to participate in Snowflake''s commission plan and it is common for employees in this role to receive total on-target earnings of $220,000 - $288,750.
Market Financial Center Manager - Nassau South Market Bank of AmericaMarket Financial Center Manager - Nassau South MarketFar Rockaway, New YorkThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Financial Crimes Quality Assurance Mizuho Americas Services LLCFinancial Crimes Quality AssuranceNew York, NYFull timeThe Americas Compliance Department (ACD) manages compliance risk in the United States for Mizuho Bank Ltd. and its U.S. subsidiary bank, Mizuho Bank (USA) and also provides compliance support services to Mizuho Americas LLC, the U.S. bank holding company for Mizuho Financial Group. Familiarity with laws and guidance applicable to money laundering (i.e. Bank Secrecy Act, USA PATRIOT Act etc.) Years of specialized experience in Financial Crimes Compliance or related function at a globally diversified financial services organization.
Private Wealth Management Associate Morgan StanleyPrivate Wealth Management AssociateNew York, NY$75,000–$125,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. 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.
Wealth Management Associate Morgan StanleyWealth Management AssociateShrewsbury, New Jersey$33,113–$90,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. 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.
Financial Advisor- Great Neck, Long Island The Toronto-Dominion BankFinancial Advisor- Great Neck, Long Islandgreat neck, NY$78,520–$117,520 / yearEnsures 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.
Financial Advisor- (Brooklyn College), Brooklyn, NY The Toronto-Dominion BankFinancial Advisor- (Brooklyn College), Brooklyn, NYBrooklyn, NY$78,520–$117,520 / yearEnsures 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.
NewAVP, Compliance Advisor (RIA Compliance Sr Associate) Teachers Insurance and Annuity Association of America (TIAA)AVP, Compliance Advisor (RIA Compliance Sr Associate)New York, NY$87,800–$119,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). The AVP provides day-to-day compliance support for an SEC-registered investment adviser ("RIA") covering alternative strategies, including real estate and real assets, and the underlying business areas of the RIA.
Registered Client Service Associate StifelRegistered Client Service AssociateNew York, New YorkFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
NewRegistered - Client Service Associate StifelRegistered - Client Service AssociateNew York, New YorkFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Sr. Director, Cloud Services Open Text CorpSr. Director, Cloud ServicesNY$203,300–$304,900 / yearA Senior Director, Professional Services role at OpenText is an opportunity to lead the strategy, delivery, and growth of mission-critical financial solutions, including Payment Hub, Order & Trade Management, Commercial Finance, and SWIFT Service Bureau offerings. Salary Range: $203,300 - $304,900 USD per annum; Depending on the candidate's education, experience, skills, geographical location, and alignment with internal equity and external market, actual salary may vary and be higher or lower than the range posted.
Financial Solutions Advisor Registration Candidate - Middlesex Bank of America CorpFinancial Solutions Advisor Registration Candidate - MiddlesexMiddlesex, NJ$28.85–$33.65 / hourI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Associate, Market Risk Control - US Prime Services The Toronto-Dominion BankAssociate, Market Risk Control - US Prime ServicesNew York, NY$90,000–$125,000 / yearTotal 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. Depth & Scope: Assists in the identification of all key market risks and determines appropriate risk metrics to assess these risks; maintains thorough understanding of all key risk and risk-related issues through continual review of risk reports/related data and dialogue with relevant parties.
Senior Human Resources Business Partner, Investor Services Brown Brothers Harriman & CoSenior Human Resources Business Partner, Investor ServicesJersey City, NJYou will connect leaders with the full breadth of HR expertise, leveraging strong partnerships across HR Centers of Excellence to bring the right insights, solutions, and capabilities to influence critical business decisions, and lead initiatives that strengthen organizational capability, leadership effectiveness, workforce planning, and talent sustainability. Serve as a trusted advisor and thought partner to senior business leaders, providing strategic guidance on organizational, talent, and workforce priorities while connecting leaders with specialized HR expertise as needed.