Senior Consultant, AI Services InvestorFlow LLCSenior Consultant, AI ServicesNew York, NY$175,000–$200,000 / 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. InvestorFlow serves over 175 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform.
Operations Intermediate Specialist - Foreign Exchange (FX) Services Brown Brothers Harriman & CoOperations Intermediate Specialist - Foreign Exchange (FX) ServicesJersey City, NJ$65,000–$80,000 / yearAbout BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Act as the focal point person between the FX NY, Tokyo & London Traders and Relationship Managers and the various pre/post-execution units, including FX Standing Instructions, Account Maintenance, Confirmations, Settlements, Investigations, and Reporting.
Associate Director, Client Services ApothecomAssociate Director, Client ServicesNY$95,000–$120,000 / yearWorking alongside colleagues across Scientific Services, Meetings, and Creative/Digital, you'll help bring bold ideas to life while supporting the continued growth and success of your accounts and teams. Drawn together from several backgrounds including the pharmaceutical industry, research, marketing, medical and regulatory writing, sales, publishing, digital media and design, we have the experience and all-round ability to conceive and deliver the best quality medical communications programs.
NewSecurities Services Business Manager - Senior Associate JPMorgan Chase Bank, N.A.Securities Services Business Manager - Senior AssociateBrooklyn, NYFull timeDevelop comprehensive materials for business reviews and strategic working sessions, demonstrating our organizational success within senior CIB Forums, incorporating business metrics, financial performance, and updates on key initiatives and results. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
M&A Financial Due Diligence Data Analytics Senior Consultant DeloitteM&A Financial Due Diligence Data Analytics Senior ConsultantNew York, NY$110,700–$218,300 / yearAn in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets - this includes managing the entire M&A lifecycle. We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, and sustainability.
Regional Director (Northeast Region) Oppenheimer & Co. Inc.Regional Director (Northeast Region)New York, NY$135,000–$150,000 / 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. The Regional Director will be responsible for developing and growing advisor relationships across the Northeast region, driving adoption of OAM investment solutions, supporting asset gathering initiatives, and executing regional business development strategies.
Senior Banker II - Newport Center Financial Center Bank of AmericaSenior Banker II - Newport Center Financial CenterJersey City, 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.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateNY$75,000–$90,000 / 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. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.
Private Wealth, Market Leader - Senior Associate Blue Owl Capital IncPrivate Wealth, Market Leader - Senior AssociateNew York, NY$125,000–$135,000 / 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 Senior Associate will partner with a Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of proactive sales outreach and representing themselves as a subject matter expert for our investment offerings.
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 YorkField 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.
NewTax Associate, Client Tax Services and Solutions Justworks, Inc.Tax Associate, Client Tax Services and SolutionsNew York, NY$82,000–$99,000 / year1-2 years of experience at a Big 4 accounting firm providing tax consulting or tax compliance services in any of the following areas: income taxes, tax provisions, fixed assets, tax credits and incentives, state and local taxes, or mergers & acquisitions. This role will explore and enable outstanding customer tax service delivery across the full range of tax market offerings that help SMBs on Justworks' platform to take advantage of federal, state and local tax programs, improve compliance and create efficiency thereby creating value and helping their growth.
NewAlternative Investor Services SS&C Technologies Holdings IncAlternative Investor ServicesNew York, NY$70,000–$135,000 / yearSS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Associate - Private Equity - Launch Program SS&C Technologies Holdings IncAssociate - Private Equity - Launch ProgramNew York, NY$72,500–$75,000 / yearThe program's goal is to expose high-potential graduates to multiple aspects of the financial services business segments, preparing them for future leadership roles within their respective functional areas. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Compliance Officer Broker-Dealer Advisor Equities and Options - VN2750 MAREX Group LimitedCompliance Officer Broker-Dealer Advisor Equities and Options - VN2750New York, NY$150,000–$185,000 / yearPurpose of Role: Marex is a seeking a Broker-Dealer Compliance Advisor (focusing on Equities and Options) who is meant to be a subject matter expert in U.S. Broker-Dealer regulation providing compliance advisory services, with a strong background on Equities and Listed Options trading activities, as well as knowledge of various regulatory reporting requirements. The 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.
Private Wealth, Relationship Management Associate Blue Owl Capital Inc.Private Wealth, Relationship Management AssociateNew York City, NY$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.
Manager - Functional Workstream Lead Workday Financials Alpha Financial Markets Consulting Group LtdManager - Functional Workstream Lead Workday FinancialsNY$130,000–$160,000 / yearWe work with leading private equity, private credit, real estate, infrastructure, venture capital, and diversified asset managers to address complex business and operational challenges through industry expertise, management consulting, technology, data, and transformation delivery. The practice works closely with Alpha's broader advisory, data, and technology teams to translate business requirements into scalable Workday solutions and provide continuity from strategy and design through implementation and ongoing support.
Client Service Support Guggenheim InvestmentsClient Service SupportNew York City, New York$100,000–$115,000 / yearGuggenheim Investments is seeking a Client Service Support individual to serve as the internal operations lead for a dedicated client service team, responsible for driving timely client onboarding execution and coordinating operational items across internal stakeholders and coordinate the opening and closing of client accounts, ensuring checklists are complete. This role will align daily with the Senior Client Service Executive and Junior Client Service Associate on daily operations and escalations while reporting directly to the Deputy Head of Client Service Operations.
NewChief Financial Officer - IPO IPO Kforce Inc.Chief Financial Officer - IPO IPONew York, NYRemote$300,000–$373,750Demonstrated government and regulatory experience, such as engaging with government agencies, navigating public policy, securing incentives/grants, or managing relations with regulatory bodies (e.g., experience in sectors with heavy government oversight like infrastructure, defense, energy, or regulated industries). Experience leading/contributing to an IPO process, including f S-1 filings, SEC compliance, roadshows, and transition to public company reporting (prior successful IPO as CFO highly preferred; Experience in pre-IPO readiness or public company finance acceptable).