NewClient Director- Professional Services Sales US East Open Text CorpClient Director- Professional Services Sales US EastNY$132,800–$199,200 / yearPartnering cross-functionally with the Professional Services team to support RFP development, drive opportunity tracking, and contribute to business development synergy sessions, ensuring effective communication of client account activities to key OpenText stakeholders. In this role, you will be responsible for Professional Services sales, revenue generation, and client success across accounts in east region of US, while collaborating with peers across North America to achieve shared goals around bookings, revenue, margin, and client advocacy.
SMA & ETF Trading Associate - Options Strategies Northcoast Asset ManagementSMA & ETF Trading Associate - Options StrategiesStamford, ConnecticutResponsibilities include building, executing and allocating trades across 7,000+ client accounts, researching and resolving trade and position breaks with executing brokers, reviewing client specific restrictions, maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Financial Advisor- Great Neck, Long Island TD BankFinancial Advisor- Great Neck, Long IslandGreat Neck, New YorkEnsures 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.
Associate, U.S. Region Financial Performance Management Royal Bank of CanadaAssociate, U.S. Region Financial Performance ManagementNew York, New YorkSupport financial performance analysis (US GAAP) and strategic projects for US Legal entities (including RIHC, CUSO, and CMLLC) and integration of RBC’s management reporting framework/system into RBC’s Combined US Operations (CUSO) and the Intermediate Holding Company (IHC). Support senior business leaders with financial insights including reviewing financial results, peer comparable, what-If analysis with respect to new initiatives and/or new businesses, and financial Impacts of regional business strategies.
Pricing and Risk Analytics Sales Rep Enterprise Data Sales Bloomberg Financial Solutions Bloomberg LPPricing and Risk Analytics Sales Rep Enterprise Data Sales Bloomberg Financial SolutionsNew York, NY$185,000–$250,000 / yearAnd, to ensure the best experience for our 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are. From our high-quality evaluated pricing data for fixed income and derivatives (BVAL), to innovative predictive analytics and liquidity management solutions (LQA), Bloomberg demonstrates a commitment to partnering with our clients.
Relationship Advisor II- Fintech First Citizens BankRelationship Advisor II- FintechNew York, New York$73,500–$98,000 / yearFull timeFirst Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.
Financial Counselor RWJ Barnabas Health Medical IncFinancial CounselorJersey City, NJ$23.04–$30.73 / hourThe Financial Counselor serves as a patient advocate, working collaboratively with clinical, social work, and case management teams to support access to care while driving timely account resolution. Driven by our Total Wellbeing promise, our market-competitive offerings include comprehensive benefits and resources to support our employees' physical, emotional, financial, personal, career, and community wellbeing.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New YorkNew York, NY$80,000–$160,000 / yearThe Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Corporate Vice President, Digital Service Portfolio Management & Alignment 94310 New York Life Insurance CoCorporate Vice President, Digital Service Portfolio Management & Alignment 94310New York, NY$125,000–$170,000 / yearReporting to the Head of Digital Service Strategy & Enablement, this role provides leadership for portfolio planning, roadmap management, cross-functional alignment, and dependency coordination to enable successful execution of strategic priorities. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation.
Treasury Consultant - Global Treasury Practice RSMTreasury Consultant - Global Treasury PracticeNew York, NY$85,100–$161,700 / yearWhether your background is in treasury technology, treasury operations, treasury advisory, financial services treasury, or consulting, we welcome professionals who are passionate about helping clients solve complex treasury challenges and drive meaningful business outcomes. Team members have the opportunity to work on strategic initiatives across a broad range of industries, including corporate treasury and financial services, while developing expertise in both business transformation and technology-enabled solutions.
Infrastructure Services Delivery Engineer (4pm-12am EST Shift) The Depository Trust & Clearing CorpInfrastructure Services Delivery Engineer (4pm-12am EST Shift)Jersey City, NJIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion.
Assoc. Private Client Advisor KeyCorpAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
NewSenior Associate - Quality Engineer, AI & Automation New York Life Insurance CoSenior Associate - Quality Engineer, AI & AutomationNew York, NY$81,000–$115,500 / yearThe right candidate will design and build automated test frameworks, review developer unit test strategies, improve CI/CD quality gates, analyze defect patterns, and partner with engineers and product owners to make systems more testable, observable, resilient, and business-ready. The role requires enough business fluency to know where quality risk hides: in account data, householding, balances, holdings, transactions, suitability-sensitive workflows, integrations, reports, and downstream advisor/client experiences.
Information Security Policy Manager Interactive Brokers Group IncInformation Security Policy ManagerGreenwich, CTWhat required skill's you need: 7+ years of experience in information / cyber security experience, including 3+ years developing and managing information security policies in a regulated industry (preferably financial services) and 3+ years hands-on, technical cybersecurity roles. About your Team: The Information Security Policy Manager develops, maintains, and communicates IBKRs information security policies aligned to regulatory requirements, industry best practices, and IBKR's control environment and risk appetite.
Senior Alternatives Investor Services Specialist Lord Abbett.comSenior Alternatives Investor Services SpecialistJersey City, New Jersey$150,000–$165,000 / yearThe successful candidate combines deep operational expertise with a continuous improvement mindset, using strong cross-functional partnership and operational leadership to simplify complexity, improve scalability, and support the firm's long-term private markets strategy. Working closely with Product Strategy, Sales, Legal, Compliance, Finance, Investment Operations, Technology, and third-party service providers, this individual will build scalable operational capabilities that support business growth while delivering a best-in-class investor experience across wealth and institutional distribution channels.
Customer Success Manager, Senior Manager - Core Clouds (Sales & Service) Salesforce.com, Inc.Customer Success Manager, Senior Manager - Core Clouds (Sales & Service)New York, NY$150,100–$227,000 / yearPreferred experience in supporting customers in the following industries: Technology, Media & Telecommunications (TMT) - Works with technology companies, telecommunications providers, media organizations, and high-tech firms to accelerate innovation, improve customer success outcomes, and drive platform adoption at scale. Financial Services (FINS) - Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and improved customer and member outcomes through the Salesforce platform.
Product Marketing, Real Assets - Associate Blue Owl Capital HoldingsProduct Marketing, Real Assets - AssociateNew York City, New YorkAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Global Private Wealth Marketing is responsible for driving awareness of the Blue Owl brand and product offerings with financial advisors and high-net-worth clients, generating leads for sales, and supporting global fundraising initiatives.
Managed Services - Fund Level Accounting & Reporting - Senior Associate PricewaterhouseCoopers LLPManaged Services - Fund Level Accounting & Reporting - Senior AssociateNew York, NY$72,000–$184,440 / yearThose in managed service management and strategy at PwC will focus on transitioning and running services, along with managing delivery teams, programmes, commercials, performance and delivery risk. 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 .
Director, PEPI - Tech Services M&A Alvarez & Marsal Holdings LLCDirector, PEPI - Tech Services M&ANew York, NY$150,000–$225,000 / yearA&M Directors frequently lead the following types of engagements: Pre-acquisition IT diligence assignments focused on the following key areas: Business systems (e.g., ERP, WMS, and CRM); IT Infrastructure; Enterprise Architecture; Software Development Lifecycle; Budgetary analysis; and Organizational / Personnel assessment. Day-1 and 100-day planning and execution - driving performance improvement in key areas such as ERP; back office; supply chain; BI / reporting integration; customer and channel management; track progress against Day-1 and Day-100 objectives, adjusting strategies or personnel as required.
Senior Director, PEPI - Tech Services M&A (Open to all US locations) Alvarez & Marsal Holdings LLCSenior Director, PEPI - Tech Services M&A (Open to all US locations)New York, NY$175,000–$250,000 / yearA&M Senior Directors frequently lead the following types of engagements: Pre-acquisition IT diligence assignments focused on the following key areas: Business systems (e.g., ERP, WMS, and CRM); IT Infrastructure; Enterprise Architecture; Software Development Lifecycle; Budgetary analysis; and Organizational / Personnel assessment. Day-1 and 100-day planning and execution - driving performance improvement in key areas such as ERP; back office; supply chain; BI / reporting integration; customer and channel management; track progress against Day-1 and Day-100 objectives, adjusting strategies or personnel as required.