Account Executive, Legal Services DBA Carta, Inc.Account Executive, Legal ServicesNew York City, NYBuilt to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates.
Senior Associate, Economic & Valuation Services (Intangible Assets Valuation) KPMG International CooperativeSenior Associate, Economic & Valuation Services (Intangible Assets Valuation)NJResponsibilities: Perform industry research including comparable publicly-traded companies and similar M&A transactions, analyze competitive industry dynamics and financial conditions of peer companies. 2026 KPMG LLP, a Delaware Limited Liability Partnership, and its subsidiaries are part of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee.
Wealth Advisor TIAAWealth AdvisorHackensack, New JerseyBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In 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).
Tax Counsel - Controversies & SALT Interactive Brokers Group IncTax Counsel - Controversies & SALTGreenwich, CTWe partner with many functions across the company, including Accounting, Treasury, Technology, Customer Service and Marketing, to assist our business in achieving our commitment of delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost. Coordinate with the tax compliance and accounting teams to ensure audit findings and settlements are properly reflected in tax returns and financial statements, including uncertain tax positions under ASC 740-10.
Contact Center and UC Engineer Interactive Brokers Group IncContact Center and UC EngineerGreenwich, CTThe ideal candidate brings hands-on expertise in Genesys Cloud, Microsoft Teams telephony, and voice gateway technologies, and is comfortable working independently in a fast-paced financial services environment. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.
Head of AI - Financial Advisory Lazard IncHead of AI - Financial AdvisoryNew York, NY$180,000–$225,000 / yearWe believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role.
Product Manager (Personal Financial Management) - North America Consumer Bank, Senior Vice President (Hybrid) Citigroup IncProduct Manager (Personal Financial Management) - North America Consumer Bank, Senior Vice President (Hybrid)New York, NY$176,720–$265,080 / yearContent & Collateral Development: Oversee the creation of a wide range of marketing assets, including website content, product tutorials, videos, blog posts, email campaigns, and sales enablement materials to support the product's launch and ongoing promotion. Exceptional Communicator: Superior written and verbal communication skills, with the ability to craft compelling narratives and present complex information clearly to a variety of audiences, including senior executives.
Senior Sourcing Specialist, Data Center Construction Pride GlobalSenior Sourcing Specialist, Data Center ConstructionNew York, NY$90,000–$200,000 / yearCandidates with prior experience supporting financial services, banking, capital markets, trading, or other highly regulated technology environments are strongly preferred, particularly those who understand the specialized infrastructure, technology, resiliency, security, and operational requirements associated with financial-services organizations. The successful candidate will be responsible for developing and executing sourcing strategies, negotiating commercial agreements, managing supplier relationships, and ensuring the timely procurement of critical materials, services, and equipment in alignment with demanding construction schedules.
Principal 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.
Financial Analyst OTC DeloitteFinancial Analyst OTCJersey City, NJIndependently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes. OTC Clearing Workflow Management: Navigate and extract data from various OTC Clearing platforms, actively managing and validating data structures related to clearing workflows, settlements, and daily operational processes.
Financial Analyst ETD DeloitteFinancial Analyst ETDJersey City, NJETD Clearing & Exchange Workflow Management: Navigate and extract data from ETD clearing platforms, specifically GMI (Global Market Infrastructure) and/or XTP, actively managing and validating data structures related to trade registration, clearing workflows, daily settlement, variation margin, and expiry/exercise processes. 4+ years of experience working directly with GMI and/or XTP System Knowledge: Demonstrable, hands-on experience working directly with the GMI (Global Market Infrastructure) platform and/or XTP, including deep familiarity with their underlying data structures, trade and position lifecycle, clearing and settlement workflows, and daily operational processes.
Financial Consulting Senior Associate - Real Estate Accounting RSMFinancial Consulting Senior Associate - Real Estate AccountingNew York, NY$73,500–$139,700 / yearRSM's Real Estate FaaS blends the best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company environments daily. Review monthly journal entries prepared by support staff for prepaid expenses, fixed asset, accrued expenses, payroll, and / or inventory transactions, as applicable, in an accurate and timely manner.
Patient Services Associate, Required Bilingual Mandarin/Call-Center - Brooklyn NYU Langone HealthPatient Services Associate, Required Bilingual Mandarin/Call-Center - BrooklynBrooklyn, NY$50,936.42Full timeThe network also includes 12 community medicine sites providing care to disenfranchised New Yorkers, comprehensive HIV services, chemical dependency programs, and a family support center that offers educational, vocational, and other social support programs. It includes eight primary care sites, 40 school-based health centers and dental clinics, four day care centers, the nation's largest dental residency program, and New York State's largest behavioral health program.
NewRegional Artificial Intelligence Specialist, Vice President Morgan StanleyRegional Artificial Intelligence Specialist, Vice PresidentPurchase, NY$115,000–$190,000 / yearOur 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. This role will focus on helping Financial Advisors, Support Professionals, Field Leadership, and Home Office partners use AI as a practical platform to deliver targeted business campaigns, strengthen client and prospect engagement, and apply new capabilities in consistent, measurable ways.
Premier Financial Sales Support Specialist ExtensisHRPremier Financial Sales Support SpecialistIselin, New JerseyWho You Are: The Premier Financial Sales Support Specialist serves as ExtensisHR's subject matter expert for the Premier Financial vertical, supporting Broker Sales Managers, Sales Managers, Service, Operations, Implementation, and Product teams with deep expertise in hedge funds, family offices, private equity firms, venture capital firms, registered investment advisors, and other investment organizations. The role provides industry expertise, executive credibility, and market insight throughout the client lifecycle while helping internal teams understand the unique expectations, operating models, service requirements, and business challenges of sophisticated financial organizations.
NewSenior Vice President, Infrastructure Services The Bank of New York Mellon CorpSenior Vice President, Infrastructure ServicesJersey City, NJIn this role, you'll make an impact in the following ways: Designs, coordinates, integrates, and provides general support for complex application and/or infrastructure implementations and integrations for internal business partners and/or external clients and regulators in a multi-tiered, multi-platform environment. Partners with IT stakeholders to identify and implement continuous process improvements and solutions to critical issues, delivering data-driven analyses to measure critical success factors and key performance indicators across relevant processes and services.
Services Sales Lead RidgelineServices Sales LeadNew York, New York; RemoteRemote$190,000–$237,000 / yearIn your first 6 months, you'll begin running scoping sessions independently, drafting and refining SOWs that clearly define scope, deliverables, and success metrics, and building trusted working relationships with Sales, Solutions Consulting, and Consulting. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company.".
Private Wealth, Relationship Management Associate Blue Owl Capital HoldingsPrivate Wealth, Relationship Management AssociateNew York City, New York$115,000–$125,000 / 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. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.
Practice Strategy, Associate/Avp Morgan StanleyPractice Strategy, Associate/AvpPurchase, NY$70,000–$140,000 / yearOur 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. The Associate/AVP will be responsible for developing high-quality Advisor resources and agents, and delivering impactful practice management in-person and virtual programming focused on educating and equipping the Field actionable ideas and tools that drive growth.
Practice Strategy, Associate/AVP Morgan StanleyPractice Strategy, Associate/AVPPurchase, New York$70,000–$140,000 / yearField Program Management Support management of programs that advance Practice Strategy initiatives, with responsibilities including planning, managing timelines, stakeholder coordination, speaker preparation, studio and communication partner alignment, communication development and execution support. 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.