Capital Markets Client Service Associate - VN2872 MAREX Group LimitedCapital Markets Client Service Associate - VN2872New York, NY$150,000–$175,000 / yearThe primary function initially will be to provide the numerous Capital Markets trading desks with a central point of contact for onboarding, working closely with the various control and support functions that support onboarding, such as legal, credit, compliance and of course the KYC/onboarding team. Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets.
NewPhilanthropic Services Associate Founders PledgePhilanthropic Services AssociateNew York, New YorkThe Philanthropic Services Associate provides essential administrative and operational support to our Philanthropic Services (PS) team, keeping the day-to-day machinery of grants and contributions running smoothly. You'll process gift receipts, monitor bank accounts, triage shared inboxes, and respond to contribution-related questions from members and internal stakeholders alike.
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.
Transaction Advisory Services Healthcare Industry Consulting Partner RSM US LLPTransaction Advisory Services Healthcare Industry Consulting PartnerNew York, NY$15–$20 / hourQualifications and Experience: • Big Four or similar national consulting firm background • Extensive experience in a professional services environment with a primary focus on healthcare M&A for at least three years • A bachelor's degree, master's degree preferred • Approximately 15 years of related work experience: 8+ years' experience with financial due diligence and 5+ years' experience on advisory side; prior experience at the Partner level is desired • Successful track record of building and growing a Transaction Advisory Service Practice, building/managing a client base, and managing revenue • Experience servicing private equity groups and/or strategic buyers/sellers • Experience with developing and supervising staff both on engagements and in their career • Demonstrated thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy • Demonstrates thorough abilities to identify and address client needs, including developing and sustaining meaningful client relationships and understand the client's business • Keeps up to date with the transaction advisory services and M&A trends impacting the healthcare industry with expertise in payor/provider analysis • Must possess a high degree of integrity and confidentiality • Must be willing and able to travel when necessary (approximately 15-20%). Role Responsibilities: • TAS Partners lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers.
Managing Director, AI Services InvestorFlow LLCManaging Director, AI ServicesNew York, NY$240,000–$300,000 / yearInvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. 12+ years of progressive consulting experience, including at least 4-6 years in a senior leadership role (Principal, Partner, Managing Director, or equivalent) at a top-tier management consulting firm, boutique advisory, or a technology-led consulting practice.
Financial Institution Associate Claim Counsel The Travelers Companies IncFinancial Institution Associate Claim CounselManhattan, NY$89,800–$148,300 / yearFollow operational policies to analyze, investigate, and resolve Financial Institution liability claims involving bank, asset management and insurance company accounts of varying levels of severity with active supervision from claims management. Prepare and present reports for management that accurately reflect loss development, potential/actual financial exposure, reserve adjustments, coverage issues, and claim and recovery strategies.
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate JPMorgan Chase & CoProduct Designer, Advisor Experience - Private Bank Digital, Senior AssociateJersey City, NJIn this role, you will be at the forefront of redefining how advisors interact with digital products and services-delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex financial journeys. If you are passionate about experience design, eager to deliver transformative solutions, and ready to make a lasting impact on the future of private banking, we invite you to join our global design team to help define the next era of digital experiences.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesNew York, NY$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Product Marketing, Real Assets - Associate Blue Owl Capital Inc.Product Marketing, Real Assets - AssociateNew York City, NY$100,000–$115,000 / yearAnchored 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.
Tax Experienced Manager, Transaction Advisory Services, Special Projects (M&A) BDO USA PCTax Experienced Manager, Transaction Advisory Services, Special Projects (M&A)New York, NY$150,000–$200,000 / yearJob Summary: The Tax Experienced Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. With technical guidance from upper management, identifies and analyzes tax risks and opportunities while advising both strategic and financial buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses.
Associate, Network Contracting & Services (Florida) Oscar HealthAssociate, Network Contracting & Services (Florida)New York, NY$96,876–$127,149 / yearThe Associate, Network Contracting & Services is responsible for managing contracts with key healthcare providers in Oscar's network (hospital/health systems and individual provider groups) to build and maintain a robust network in assigned market/region; while also ensuring access to quality care and optimizing costs by analyzing provider performance and negotiating reimbursement rates, often involving complex contract terms and compliance with regulatory guidelines. The Associate also supports network growth and recruiting efforts by engaging with prospective providers directly; assisting with resolution of provider issues; supporting cost- saving initiatives; executing the local network strategy; and ensuring providers across our service area have the information and support they need to provide best-in-class member care.
Senior Financial Aid Specialist, Operations BERGEN COMMUNITY COLLEGESenior Financial Aid Specialist, OperationsParamus, NJ$56,000–$65,000 / yearResponsibilities include but are not limited to: Coordinates and administers all facets of one or more aid programs and/or major office operations with a strong customer service orientation including application process, grant/scholarship program, SAP review and processing, monitoring of student enrollment status, recalculation of aid eligibility, end of year reconciliation and reporting, and consumer information support. The Senior Financial Aid Specialist coordinates and administers all facets of one or more aid programs and/or major office operations; ensures that programs and/or office operations are managed effectively, efficiently, with a strong service orientation, and in compliance with federal, state, and institutional regulations.
Vice President Associate General Counsel, Health Plan Services VNS HealthVice President Associate General Counsel, Health Plan ServicesNew York, New York$216,900–$289,200 / yearFull timeOversee organizations general contracting including managing paralegal and other legal professionals in day-to-day contract management workflows as well as acting as lead counsel for organizations large scale contracting initiatives. Provides day to day legal counsel to the health plan with regard to member enrollment and eligibility, benefits administration, utilization management, appeals and grievances, care coordination and quality programs, provider contracting and network adequacy and credentialing.
Vice President Associate General Counsel, Provider Services VNS HealthVice President Associate General Counsel, Provider ServicesNew York, NY$216,900–$289,200 / yearPowered and informed by data analytics that are unmatched in the home and community-health industry, VNS Health offers a full range of health care services, solutions and health plans designed to simplify the health care experience and meet the diverse and complex needs of the communities and people we serve in New York and beyond. Provides hands-on counsel on a range of legal issues affecting the provider operations of VNS Health including but not limited to patient admission and discharge, regulatory issues, documentation and risk mitigation, patient workflows and advice in handling difficult-to-serve patients.
Treasury Services Account Manager (Associate) Royal Bank of CanadaTreasury Services Account Manager (Associate)New York, New York$115,000–$135,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high performance culture.
Tax Manager, Private Client & Family Office Services BDO USA PCTax Manager, Private Client & Family Office ServicesNY$90,000–$125,000 / yearJob Duties: Client Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function: Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger. Understands tax planning considerations/concepts for various business entities: Comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients - helping clients navigate business decisions and their potential financial and tax implications.
Tax Manager, Private Client & Family Office Services BDO International LtdTax Manager, Private Client & Family Office ServicesNY$90,000–$125,000 / yearJob Duties: Client Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function: Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger. Understands tax planning considerations/concepts for various business entities: Comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients - helping clients navigate business decisions and their potential financial and tax implications.
Financial Advisor-Stamford, CT (Multiple-Levels) The Toronto-Dominion BankFinancial Advisor-Stamford, CT (Multiple-Levels)Stamford, CT$66,560–$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.
NewAdvisory Program Product Specialist Job Description Oppenheimer Holdings IncAdvisory Program Product Specialist Job DescriptionNew York, NY$70,000–$80,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This role works closely with Financial Advisors, Compliance, Program Administration, and Technology teams to support Financial Advisor Directed and Discretionary Advisory Programs and related business initiatives.
NewPrincipal 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.