Jefferies Prime Services - Equity Swap Support (Associate/AVP) Jefferies Financial Group IncJefferies Prime Services - Equity Swap Support (Associate/AVP)New York, NY$105,000–$115,000 / yearThe Jefferies Prime Services Equity Swap Support/Client Service Representative is responsible for the client support and relationship management for all Prime Services swap clients of the firm trading equity swaps. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
Sales Manager - Financial Services Team (Hybrid 2x/wk in Darien) Nielsen Consumer LLCSales Manager - Financial Services Team (Hybrid 2x/wk in Darien)Darien, CT$78,500–$100,000 / yearNIQ may utilize artificial intelligence (AI) tools at various stages of the recruitment process, including résumé screening, candidate assessments, interview scheduling, job matching, communication support, and certain administrative tasks that help streamline workflows. NielsenIQ is looking for a Salesperson with 2-7 years of experience selling data-driven research / products / services to the sell-side investment community.
FY27 - Financial Services - Private Client Services - Tax Services Manager EDGE Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax Services Manager EDGENew York, NY$103,100–$188,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
Wealth Management Associate Morgan StanleyWealth Management AssociatePurchase, NY$90,000–$130,000 / 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.
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.
Senior Principal Architect, Data & Analytics Services JPMorgan Chase & CoSenior Principal Architect, Data & Analytics ServicesJersey City, NJAs a Senior Principal Architect at JPMorganChase within Corporate Technology - Corporate Data & Analytics Services (CDAS), you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platform products. Deep expertise in data architecture patterns: data mesh, lakehouse, canonical data modeling, domain-driven design, event-driven and streaming architectures, CQRS, and API-led connectivity.
Senior Associate - Real Estate Advisory Services (REAS) AnchinSenior Associate - Real Estate Advisory Services (REAS)New York, NY$85,000–$125,000 / yearAnchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
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.
Tax Senior Manager I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMelville, NYServe as a trusted advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
Tax Supervisor | Private Client Services CBIZ IncTax Supervisor | Private Client ServicesMelville, NYWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
M&A Financial Due Diligence Data Analytics Manager - LSHC Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Manager - LSHCNew York, NY$141,200–$278,300 / yearYou will work as part of cross-functional teams providing financial, accounting, operational and commercial due diligence, bringing your skills to the M&A deal to manage and analyze the data in regulated life sciences and healthcare environments and utilize your visual analytics skills to tell a compelling story of our findings around revenue quality, pricing realization, reimbursement exposure, and operational performance. Work you'll do: As a Manager, Strategy, Growth, and Transformation on the M&A team, you will be a key member serving client M&A deal teams through gathering, analyzing, validating, and normalizing transactional, commercial, and operational data (e.g., product-level sales, claims data, rebate and chargeback data, inventory, pipeline, and customer/channel data) to develop and test hypotheses for a given M&A deal.
Senior Associate, Alternative Investments CAIS GroupSenior Associate, Alternative InvestmentsNew York City, NY$130,000–$165,000 / yearOwn the product strategy, lifecycle, and cross-functional execution for new and emerging investment structures on the CAIS platform: Lead product strategy and roadmap development for net-new investment structures, including SMAs, ETF solutions, Delaware Statutory Trusts (DSTs), Exchange Funds (XF), long/short tax strategies, and other emerging structures. CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions.
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.
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 Associate, Alternative Investments Capital Integration Systems LLCSenior Associate, Alternative InvestmentsNew York City, NY$130,000–$165,000 / yearOwn the product strategy, lifecycle, and cross-functional execution for new and emerging investment structures on the CAIS platform: Lead product strategy and roadmap development for net-new investment structures, including SMAs, ETF solutions, Delaware Statutory Trusts (DSTs), Exchange Funds (XF), long/short tax strategies, and other emerging structures. CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions.
Associate Director, Project Management, Patient Support Services SanofiAssociate Director, Project Management, Patient Support ServicesMorristown, NJ$133,500–$192,833.33 / yearOur Patient Support Services (PSS) team plays a key role in this mission, providing comprehensive support through reimbursement assistance, financial aid, patient education, and field-based services that help healthcare providers, patients, and caregivers navigate their treatment journeys. The ideal candidate is an experienced project management professional with 7+ years of cross-functional team leadership and end-to-end project delivery expertise, preferably within Patient Support Services or pharmaceutical commercial operations.
Associate Director, Client Services - Account Executive Capital Rx LLCAssociate Director, Client Services - Account ExecutiveNew York, NY$163,600–$190,000 / yearPosition Overview: The Associate Director, Client Services - Account Executive is responsible for managing the planning, execution, issue resolution and day to day account executive functions of an assigned high profile but limited client portfolio and team to ensure ongoing client satisfaction in the Pharmacy Benefit Management (PBM) market segment including Employer Groups, Public Entities, and Labor/Union. Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Judi Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and.
NewAssociate Director, Change Management And Communication, Enterprise Delivery Office, Patient Support Services SanofiAssociate Director, Change Management And Communication, Enterprise Delivery Office, Patient Support ServicesMorristown, NJ$133,500–$192,833.33 / yearOur Patient Support Services (PSS) team plays a key role in this mission, providing comprehensive support through reimbursement assistance, financial aid, patient education, and field-based services that help healthcare providers, patients, and caregivers navigate their treatment journeys. Execute comprehensive change management plans that support the implementation of change initiatives within the PSS function, ensuring timely and effective delivery of all communication touchpoints.
Deals - Capital Markets Accounting Advisory Services - Senior Associate PricewaterhouseCoopers LLPDeals - Capital Markets Accounting Advisory Services - Senior AssociateNew York, NY$77,000–$202,000 / yearPwC 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 . As a Deals - Capital Markets Accounting Advisory Services - Senior Associate, you will provide strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics.
Senior Banker II - South Street Financial Center Bank of AmericaSenior Banker II - South Street Financial CenterNewark, 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.