Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNew York, NYUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Business Development Manager III - Financial Wellness Solutions The PNC Financial Services Group IncBusiness Development Manager III - Financial Wellness SolutionsLittle Falls, NJ$80,000–$179,400 / yearThis role is primarily focused on supporting the Relationship Manager (RM) book of business, working with assigned Relationship Managers to pursue opportunities with existing clients and targeted prospects within the Large Corporate, Diversified Industries Group (DIG), and Financial Institutions Group (FIG) segments. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Development Director- Private Client Services (Tax) TAG EisnerAmper, LLC (Inactive)Business Development Director- Private Client Services (Tax)Melville, 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.
Client Services Manager Moneco AdvisorsClient Services ManagerFairfield, CTWe combine a collaborative, people-first culture with sophisticated planning capabilities — and the Client Services Manager is central to making that experience seamless for every client we serve. This role works out of our Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
Business Financial Controllership Manager DeloitteBusiness Financial Controllership ManagerNew York, NY$131,200–$240,500 / yearWe work with the CFO, CAO, controller, and treasurer to develop an efficient, high quality, data-driven, tech-enabled controllership and treasury function that empowers our clients to drive more value to their business partners and to their investors. Supporting all phases of the Planning, Programming, Budgeting, and Execution (PPBE) cycle, including budget exhibit development, unfunded requirement requests, budget formulation, and Program Objective Memorandum (POM) activities.
Business Development Manager Morgan StanleyBusiness Development ManagerGarden City, NY$115,000–$190,000 / yearAs 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.
Business Development Manager - Soundview Morgan StanleyBusiness Development Manager - SoundviewPurchase, NY$110,000–$190,000 / yearAs 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.
Tax Managing Director, International Tax Services Bdo ConsultingTax Managing Director, International Tax ServicesNew York, NY$157,500–$420,000 / yearAn International Tax Managing Director is responsible for growing the International Tax practice by providing practical tax advice to clients, building relationships with existing clients and prospects to expand the practice, and developing a local team. Works with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and Regional Business Development Manager to develop and execute an effective marketing plan.
Sustainability Sales Associate, Non-Financial Corporations, Americas S&P GlobalSustainability Sales Associate, Non-Financial Corporations, AmericasNew York, New YorkAssumes a long-term, integrated perspective while also driving attainment of monthly and quarterly sales results, including short-term results, sales forecasts, and sustainable strategy for the designated territory ensuring both short-term and long-term success. This role will work in partnership with the marketing and business line leaders to establish clear, customer-oriented value propositions for the entire suite of sustainability solutions targeting our clients.
KYC Operations Associate / Vice President Nomura Holdings IncKYC Operations Associate / Vice PresidentNew York, NY$130,000–$160,000 / yearRisk Assessment Innovation: Proactively resolve complex KYC challenges by leveraging your analytical expertise, regulatory knowledge, and network of business partners - coordinating strategic risk assessments with global teams while escalating appropriately through management to deliver seamless compliance outcomes. Become a Regulatory Innovation Partner: Master KYC platforms, skillfully navigate complex AML/KYC requirements (Patriot Act, Section 312, MiFID), and build valuable expertise across diverse regulatory landscapes while driving meaningful improvements in operational excellence and making a real impact on compliance outcomes.
Investment Banking - Mid Cap Business Services - Associate JPMorgan Chase Bank, N.A.Investment Banking - Mid Cap Business Services - AssociateNew York, NYFull timeWe are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap - Business Services Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. 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.
Equity Research Senior Associate, Healthcare Services Citigroup Inc.Equity Research Senior Associate, Healthcare ServicesNew York, NY$121,200–$181,800 / yearCiti's Equity Research team is looking for a Senior Associate to support the lead analyst covering the Healthcare Services sector, contributing to the delivery of high-quality, independent investment insights to institutional clients globally. Apply today to bring your equity research expertise and influence across Citi's Healthcare Services franchise, with direct access to global institutional clients, senior executives, and investment banking leadership.
Wealth Management Tax Services Senior Associate PwCWealth Management Tax Services Senior AssociateNew York, NY$77,000–$214,000 / yearWithin our Tax practice, you will focus on validating clients' compliance with tax laws and regulations, reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. As a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax positions.
Technology Services, Project Manager Brookfield CorpTechnology Services, Project ManagerNew York, NY$120,000–$130,000 / yearThe Project Manager works closely with business stakeholders, technology teams, vendors, and leadership to coordinate delivery activities, manage risks, and maintain strong governance and communication throughout the project lifecycle. Lead end-to-end delivery of technology projects across a range of initiatives, including office buildouts and relocations, end-user technology, infrastructure, network, cybersecurity, and other enterprise technology initiatives.
Patient Financial Access Specialist-OP Yale New Haven HealthPatient Financial Access Specialist-OPDanbury, CTPatient Throughput: Ensures all required information obtained from referring physicians and providers in clinical areas are provided to the third party payers to ensure reimbursement for services delivered within the outpatient setting. This individual works closely with patients, physicians and nurse professionals within the clinic setting and is responsible for accurately managing and making decisions related to sequencing of complex procedures, physician appointments, infusion/chemotherapy and other multifaceted services.
PT Financial Access Specialist CS Yale New Haven HealthPT Financial Access Specialist CSDanbury, CTPatient Throughput: Ensures all required information is obtained from referring physicians and providers in clinical areas and provided to the third party payers to ensure reimbursement for services delivered within the outpatient setting. Resource Management/Quality Assurance (QA): In collaboration with Supervisor/Manager, provides support in other outpatient service departments and routinely provides coverage as necessary to maintain skill sets.
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.
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.
Audit Manager, Technology & Professional Services AnchinAudit Manager, Technology & Professional ServicesNew York City, NY$130,000–$180,000 / yearAnchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries.
Manager - Global Business Services (Gbs) - Strategy DeloitteManager - Global Business Services (Gbs) - StrategyJersey City, NJ$155,600–$306,800 / yearDeloitte's Global Business Services (GBS) team helps CFOs, CAOs, and other executives transform Finance, HR, Technology, Procurement, and other corporate functions through centralized, optimized, and technology-enabled service delivery models. You will help clients improve efficiency, scalability, service experience, governance, and business value-including by designing hybrid human-AI operating models that clarify where work is performed by people, automation, or AI agents.