Client Associate Wells Fargo & CoClient AssociatePurchase, NY$27.88–$39.90 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
Associate Bookkeeper - Outsource Accounting Services Reynolds + RowellaAssociate Bookkeeper - Outsource Accounting ServicesRidgefield, ConnecticutThis role provides the opportunity to work closely with business owners, executives, and clients across a wide range of industries while gaining exposure to accounting operations, financial reporting, budgeting, payroll, technology, and advisory services. We are proud to be one of the few independent regional accounting firms in Fairfield County, offering expertise, resources, and capabilities of a larger firm while maintaining the personalized service and collaborative culture of a close-knit team.
Client Service Associate Redshift Recruiting LLCClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Financial Planning And Design Coordinator With Life Insurance Product Expertise Edgewood Partners Insurance CenterFinancial Planning And Design Coordinator With Life Insurance Product Expertise1140 Avenue of the Americas 8th Floor, NY$75,000–$90,000 / yearOur clients include RIAs, P&C and Employee Benefit professionals, CPA and Law Firms, to private equity firms, high and ultra-high-net-worth individuals and corporations all counting on us to provide world class solutions and experience within the insurance and risk management space. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Financial Accounting Advisory Manager RSMFinancial Accounting Advisory ManagerNew York, NY$88,900–$168,300 / 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.
Financial Advisor-Stamford, CT (Multiple-Levels) TD BankFinancial Advisor-Stamford, CT (Multiple-Levels)Stamford, Connecticut$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.
Loan Services - Trade Operations Guggenheim Partners LLCLoan Services - Trade OperationsNew York, NY$110,000–$125,000 / yearAct as the operations contact with various third parties including custodian banks, trustees, fund administrators, and administrative agent banks to answer or direct various inquiries; Team is responsible for answering and addressing all inquiries which may range from trade & position questions to providing documentation. Once a funding date is determined, funding memos will be manually drafted (in some instances, the counterparty will draft the funding memos), reviewed, signed and submitted to the custodians for payment to ensure funds are received in a timely manner.
NewFinancial Analysis - Corporate Development Finance - Senior Associate JPMorgan Chase Bank, N.A.Financial Analysis - Corporate Development Finance - Senior AssociateNew York, NYFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
Associate, Investment Banking - Healthcare Services MoelisAssociate, Investment Banking - Healthcare ServicesNew York, NY$175,000–$225,000 / yearThe day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. Moelis' Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude.
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.
NewCorporate Vice President, Creative Design Director New York Life Insurance CompanyCorporate Vice President, Creative Design DirectorNew York, NY$160,000–$228,500 / yearWorking with Brand Strategy, Marketing, Research & Insights, and business partners, youll lead creative development across integrated campaigns, enterprise experiences, sponsorships, executive engagements, field marketing, and the continued evolution of New York Lifes visual identity. New York Life is seeking an experienced Creative Design Director to lead a growing Brand Creative team responsible for bringing our brand to life through bold ideas, creative thinking, and storytelling.
Assurance Senior Associate [Commercial Services Group] CohnReznick LLPAssurance Senior Associate [Commercial Services Group]Long Island, NY$85,000–$140,000 / yearCohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. The 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.
Financial Planning Team Lead Guardian LifeFinancial Planning Team LeadNew York, NY$132,420–$217,545 / yearThe role will partner closely with Group Distribution and other enterprise stakeholders to build the Guardian Wealth Partners practice, strengthen connectivity across business lines, and ensure the offering is positioned as a compelling wealth management solution for clients across different targeted segmentations ranging from mass affluent to high net worth through a combination of fully digital and hybrid engagement models. In addition to overseeing the GWP Planning team and client delivery, this leader will play a critical role in developing and executing the client acquisition go-to-market strategy for Guardian Wealth Partners, including target client segments, referral pathways, distribution partnerships, and scalable engagement models.
Senior Associate: Operations Group/Transformation Services (OPEN TO ALL U.S. LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLCSenior Associate: Operations Group/Transformation Services (OPEN TO ALL U.S. LOCATIONS)New York, NYFull timeIdentifying opportunities to significantly reduce cost structure by changing business leadership structure, sales and sales support staffing levels, business unit and functional management structure, and improvements to efficiency of all major back-office functions. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving the middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.
NewCorporate Vice President, Zone Sales Officer New York Life Insurance CompanyCorporate Vice President, Zone Sales OfficerNew York, NY$180,000–$190,000 / yearThe Zone Sales Officer is a senior sales leader responsible for driving sustainable, diversified growth across New York Lifes core product portfolio, including Life Insurance, Annuities, Long-Term Care (LTC), Individual Disability Insurance (IDI), and Worksite solutions. Build and develop a high-performing sales leadership team by coaching leaders, strengthening succession pipelines, fostering an inclusive culture, and aligning incentives and development plans with strategic business priorities.
Nonqualified Deferred Compensation - Plan Consultant Morgan StanleyNonqualified Deferred Compensation - Plan ConsultantPurchase, NY$115,000–$185,000 / 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. Position Summary: The NQDC Plan Consultant will serve as a strategic consulting resource for corporate clients and internal Morgan Stanley partners on matters related to nonqualified deferred compensation plan design, plan functionality, participant experience, governance, competitive positioning, funding considerations, and plan optimization.
Tax Senior, International Tax Services BDO International LtdTax Senior, International Tax ServicesNew York, NY$73,500–$131,250 / yearIn this role, the Tax Senior, International Tax Services will be charged with researching and summarizing tax technical positions, assessing filing obligations associated with the multinational business structures and managing U.S. international tax compliance projects including gathering required client information necessary to prepare or review tax workpapers, to utilize tax software applications to complete or review international tax returns. Job Summary: The Tax Senior, International Tax Services is responsible for utilizing research skills and applying their educational background to identify potential tax issues and planning opportunities for multinational businesses with operations in the U.S. and overseas with a focus on a large variety of industries.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesMelville, NY$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Analyst, US Client Services Ares OperationsAnalyst, US Client ServicesNew York, New York$65,000–$85,000 / yearAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. This position is responsible for assisting with client servicing and transfer agency operations within the AWMS client services department, which encompasses four key areas: Investor/Advisor Services, Transfer Agency Oversight, Onboarding, and Controls and Enablement.
Market Financial Center Manager - Nassau South Market Bank of AmericaMarket Financial Center Manager - Nassau South MarketFar Rockaway, New YorkThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.