NewHybrid Wholesaler Northcoast Asset ManagementHybrid WholesalerStamford, ConnecticutBlending 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. NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors.
Wealth Business Advisor I Truist Financial CorporationWealth Business Advisor INew York, NY$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Manager, Vendor Digitization Services The New York Public LibraryManager, Vendor Digitization ServicesLong Island City, NY$85,000–$95,000 / yearAt our world-class research centers-including the Humanities and Social Sciences Research Library at the Stephen A. Schwarzman Building, the Library for the Performing Arts, and the Schomburg Center for Research in Black Culture-expert staff facilitate the work of our diverse communities, offering inspiring reading rooms, programs, exhibitions, fellowships, and a dynamic range of research services. We are looking for someone we can count on to: Own: The end-to-end management of vendor-based digitization projects, from initial RFP development and scoping to final asset delivery, ensuring that all vendor deliverables are technically, descriptively, and administratively prepared for preservation, digital asset management, and access systems.
Manager, Investment Operations | Private Accounting | PGIM Global Services ( Hybrid/ Newark, NJ) Prudential Financial IncManager, Investment Operations | Private Accounting | PGIM Global Services ( Hybrid/ Newark, NJ)Newark, NJ$115,000–$128,000 / yearYou'll work across a diverse portfolio of asset classes including equities, public and private fixed income, and asset-backed securities, while helping ensure the accuracy, integrity, and transparency of PGIM's financial reporting and investment records. You'll serve as a key partner across the organization, helping deliver accurate and timely month-end and quarter-end results while supporting strategic initiatives that enhance operational effectiveness and business outcomes.
Senior Compliance Officer, FCM Advisor (Vn2537) Marex Group, Plc.Senior Compliance Officer, FCM Advisor (Vn2537)New York, NY$150,000–$180,000 / yearThe 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. Purpose of Role: Marex is seeking a Senior Compliance Officer - FCM Advisor who will provide compliance advisory services for FCM as well as related Introducing Brokers (IBs), Guaranteed Introducing Broker (GIBs), and Swap Dealers.
Master Principal Architect, Data Platform - FSI Oracle CorpMaster Principal Architect, Data Platform - FSINY$147,300–$243,800 / yearThis strategic presales role combines deep technical expertise, industry knowledge, and executive engagement skills to help customers modernize their data estates and accelerate business transformation using Oracle''s Data Platform portfolio. Oracle''s Data Platform portfolio delivers industry-leading database, analytics, AI, and data management solutions that enable customers to modernize mission-critical workloads, unlock business insights, and accelerate innovation.
Tax Senior Associate [Commercial Services Group] CohnReznick LLPTax Senior Associate [Commercial Services Group]New York, NY$85,000–$140,000 / yearThe group works with middle‑market and growth‑oriented companies, providing integrated advisory, assurance, and tax services tailored to the operational, financial, and regulatory challenges these industries face. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few.
Tax Senior Associate [Private Client Services] CohnReznick LLPTax Senior Associate [Private Client Services]White Plains, NY$85,000–$140,000 / yearExperience with preparing the following types of tax returns: business tax returns including 1120, 1120S, 1065, trust return 1041, and personal return 1040 including Schedules C & E. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals.
Senior Associate, Employer Services Account Manager VestwellSenior Associate, Employer Services Account ManagerNew York, NYRemote$70,000–$80,000 / yearYour responsibilities will include, but are not limited to: Client Relationship Management: Independently manage and retain relationships with top ARR clients and pooled plans across Vestwell platforms, addressing post-onboarding needs such as plan design changes, year-end testing, education, and ongoing inquiries. Successful candidates will be responsible for supporting incoming employer plan inquiries, change orders, proactive outreaches, ongoing client reviews, and supporting multiple cross-functional teams across the organization.
Associate, Transaction Advisory Services Portage Point PartnersAssociate, Transaction Advisory ServicesNew York, NY$120,000–$210,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Qualified individuals should be prepared to work within a collaborative team environment to assess a business's strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
Senior Associate, Transaction Advisory Services Portage Point PartnersSenior Associate, Transaction Advisory ServicesNew York, NY$175,000–$250,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Qualified individuals should be prepared to work within a collaborative team environment to assess a business's strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
Lead Service Financial Consultant MetLife IncLead Service Financial ConsultantNY$105,000–$145,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
AVP Operations - Settlement Services Mizuho Financial Group IncAVP Operations - Settlement ServicesNJ$85,000–$125,000 / yearMizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia.
Associate Director, Client Services WhalarAssociate 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. Success in this role means building lasting client relationships, developing exceptional talent, and delivering creator marketing programs that produce measurable business impact.
Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPManager, CFO Advisory - Financial ServicesNew York City, NY$124,910–$236,800 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Staff Assistant, Financial Aid PASSAIC COUNTY COMMUNITY COLLEGE (INC)Staff Assistant, Financial AidPaterson, NJThis person will be responsible for assisting students in the student financial aid process and assists in the general functions of the Financial Aid Office and the Enrollment Services division. The college also offers optional programs such as: Employee Assistance Program provides free, confidential, limited counseling services, work-life assistance, legal and financial guidance.
Financial Coordinator- FPA CBO Mount Sinai Health SystemFinancial Coordinator- FPA CBONew York, NY$27.58–$39.41 / hourWe are consistently ranked by U.S. News & World Report's Best Hospitals, receiving high "Honor Roll" status, and are highly ranked: No. 1 in Geriatrics, top 5 in Cardiology/Heart Surgery, and top 20 in Diabetes/Endocrinology, Gastroenterology/GI Surgery, Neurology/Neurosurgery, Orthopedics, Pulmonology/Lung Surgery, Rehabilitation, and Urology. Mount Sinai advances health for all people, everywhere, by taking on the most complex health care challenges of our time - discovering and applying new scientific learning and knowledge; developing safer, more effective treatments; educating the next generation of medical leaders and innovators; and supporting local communities by delivering high-quality care to all who need it.
Financial Coordinator-FPA CBO Mount Sinai Health SystemFinancial Coordinator-FPA CBONew York, NY$27.58–$39.41 / hourWe are consistently ranked by U.S. News & World Report's Best Hospitals, receiving high "Honor Roll" status, and are highly ranked: No. 1 in Geriatrics, top 5 in Cardiology/Heart Surgery, and top 20 in Diabetes/Endocrinology, Gastroenterology/GI Surgery, Neurology/Neurosurgery, Orthopedics, Pulmonology/Lung Surgery, Rehabilitation, and Urology. Mount Sinai advances health for all people, everywhere, by taking on the most complex health care challenges of our time - discovering and applying new scientific learning and knowledge; developing safer, more effective treatments; educating the next generation of medical leaders and innovators; and supporting local communities by delivering high-quality care to all who need it.
Client Service Associate TAG EisnerAmper, LLCClient Service AssociateIselin, NJOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Our firm adheres to a comprehensive approach helping high net worth clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.
Fund Services - Portfolio Analytics - Associate/Director Morgan StanleyFund Services - Portfolio Analytics - Associate/DirectorNew York, NY$90,000–$200,000 / yearEstablished in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family office clients. 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.