Business Development Director- Private Client Services (Tax) TAG EisnerAmper, LLC (Inactive)Business Development Director- Private Client Services (Tax)New York, NY$3–$10 / yearOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. The executive will develop deep, strategic relationships with influential wealth management firms, private banks, RIAs, family offices, trust companies, business managers, and law firms, converting those relationships into meaningful, firmwide revenue.
Tax Senior Manager I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMorristown, NJServe as a trusted advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
Vice President, Auditor, Global Payments and Trade/Treasury Services The Bank of New York Mellon CorpVice President, Auditor, Global Payments and Trade/Treasury ServicesNew York, NY$68,000–$160,000 / yearPerform walkthroughs with process owners; document results in narratives/flowcharts; identify and document risks and controls; develop and execute testing strategy; prepare supporting workpapers; and document test exceptions and conclusions. In this role, youll make an impact in the following ways: Lead or participate in the delivery of complex and challenging global audit assignments, with a primary focus on the Global Payments and Trade/Treasury Services business.
Vice President, Auditor, Markets and Wealth Services The Bank of New York Mellon CorpVice President, Auditor, Markets and Wealth ServicesNew York, NY$68,000–$160,000 / yearPerform walkthroughs with process owners; document results in narratives/flowcharts; identify and document risks and controls; develop and execute testing strategy; prepare supporting workpapers; and document test exceptions and conclusions. Candidates must have deep knowledge of clearing broker‑dealer functions and the full trade lifecycle, including: Execution processes: Order routing, trade capture, and execution mechanics across various asset classes.
NewSenior Vice President, AI Enablement Lead - Network Services The Bank of New York MellonSenior Vice President, AI Enablement Lead - Network ServicesNJ, NJCoordinate end-to-end delivery of AI capabilities across Network Services, business stakeholders, and central AI teams, including management of dependencies, handoffs, and escalations. We're seeking a future team member for the role of Senior Vice President, AI Enablement Lead- Network Services to join our Network Services team.
Account Executive, Legal Services Carta IncAccount Executive, Legal ServicesNew York City, NYCarta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital. Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs.
Enterprise Account Executive - Financials UiPath IncEnterprise Account Executive - FinancialsNJAbility to translate complex AI and automation concepts into business outcomes such as cost reduction, improved controls, faster processing, risk mitigation, and enhanced customer experience. They work every day across the C-Suite, Digital Transformation, AI/Automation COEs, Operations, Risk, Compliance, Finance, and Technology teams to deliver value through UiPath's automation and AI platform.
Senior Client Associate Wells Fargo & CoSenior Client AssociateNew York, NY$30.77–$45.67 / 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 functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.
NewPatient Services Associate/Rehab 60th Street, Required Bilingual Spanish - Brooklyn NYU Langone HealthPatient Services Associate/Rehab 60th Street, Required Bilingual Spanish - BrooklynBrooklyn, NY$50,936.42Full timeRegistration functions in accordance with LFHC Registration polices including, but not limited to: a) visit registration, b) translation needs & documentation, c) verification of demographic information including Home Address, Proper phone number, Email address, d) verification of Primary Care Provider, e) verify Site Indicator, f) obtain Photo ID and Insurance ID Card, g) obtain consent for treatment, h) offer new patient packages inclusive of LFHC programs and services, contact phone numbers, after hour information, HIPAA and advance directive information. Discharge functions in accordance with LFHC discharge polices including, but not limited to: a) create follow up appointments in accordance with the providers instructions, b) create appointment for specialty services (including radiology) and ensure referrals are in place, c) print all necessary documents for patients to take home appointment records, referrals, and lab/radiology forms, d) distribute Metro Cards when appropriate.
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.
Student Services Support Center Counselor- P00072 Mercy UniversityStudent Services Support Center Counselor- P00072NY$35,000–$41,000 / yearJob Summary: Under the direction of the Assistant Director of Student Services Support Center, the Counselor will assist in the processing of the daily activities and projects of the Student Services Support Center. Process daily workflow of the Student Services Support Center; assist in the completions of projects and assignments, in an organized and consistent manner as outlined by the Vice President of Enrollment Management.
Experienced Analyst - Investment Banking, Healthcare Services Guggenheim Partners LLCExperienced Analyst - Investment Banking, Healthcare ServicesNew York City, NY$125,000–$135,000 / yearWe will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. Analysts will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients.
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.
Business Development Manager - Soundview Morgan StanleyBusiness Development Manager - SoundviewPurchase, New YorkAs part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. 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.
Advisor Consultant Full-Time - Winter 2027 Lord Abbett.comAdvisor Consultant Full-Time - Winter 2027Jersey City, New JerseyThis role serves as the primary talent pipeline for future Regional Manager positions across the West, Midwest, South, Southeast, and Northeast regions. We were honored to be ranked #1 in Barron’s Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.
Advisor Consultant Full-Time - Summer 2027 Lord Abbett.comAdvisor Consultant Full-Time - Summer 2027Jersey City, New JerseyThis role serves as the primary talent pipeline for future Regional Manager positions across the West, Midwest, South, Southeast, and Northeast regions. We were honored to be ranked #1 in Barron’s Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.
Senior Associate - QA Test Engineer/Lead - Service Experience Value Stream New York Life Insurance CoSenior Associate - QA Test Engineer/Lead - Service Experience Value StreamNew York, NY$100,000–$143,000 / yearAcross technology, data, AI, cyber, product, digital experience, architecture and infrastructure, TDAV combines the scale and investment of an industry leader, access to leading-edge technologies and the opportunity to help shape how a world-class financial services company competes in the AI era - all backed by the stability and purpose of a mutual company built to last. Within the Tech, Data, AI, Ventures (TDAV) organization, our work is guided by a shared vision: deploying the power of technology, data, AI and ventures to accelerate sustainable competitive advantage for New York Lifes businesses.
Portfolio Management Associate Morgan StanleyPortfolio Management AssociatePurchase, New YorkOur 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. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
Portfolio Management Associate Director Morgan StanleyPortfolio Management Associate DirectorRed Bank, NJ$75,000–$125,000 / 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. In partnership with Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will create reporting on investment activity and performance and communicate effectively with clients regarding their accounts, market conditions and economic trends.
Deposit Product Associate Morgan StanleyDeposit Product AssociateNew York, NY$58,000–$115,000 / yearThe Morgan Stanley U.S. Banks (Morgan Stanley Private Bank, National Association and Morgan Stanley Bank N.A.) offer a range of deposit products including brokerage account sweep deposits via the Bank Deposit Program, as well as Savings, CDs, and Global Currency deposit products for Wealth Management 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.