J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & Strategy JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & StrategyNew York, NYFull timePossess a minimum of 15 years of leadership experience in financial services, with a proven track record of managing teams, cross-functional initiatives, and influencing senior stakeholders. Hold advanced credentials such as a Master of Laws (LLM) in taxation or estate planning, Master of Science in Financial Planning, Chartered Financial Analyst (CFA®), or Certified Private Wealth Advisor (CPWA®).
Regional Retirement Wholesaler PaychexRegional Retirement WholesalerLong Island, New YorkFull timeFunctions as a Subject Matter Experts to the Financial Advisors and Registered Investment Advisors community by prospecting, building, and managing relationships/partnerships on behalf of the Paychex sales force to increase referrals, sales and market awareness. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes.
NewInvestment Banking - Business Services - Associate JPMorgan Chase Bank, N.A.Investment Banking - Business Services - AssociateNew York, NYFull timeSupport senior team members in origination activities including (but not limited to): analyzing financial implications of mergers and acquisitions, conducting public & private valuation analysis for clients and developing thoughtful content on broader industry trends. 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.
Regional Director (Northeast Region) Oppenheimer Holdings IncRegional 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.
Executive Director, Internal Audit - Financial Risk and Lending SMBCExecutive Director, Internal Audit - Financial Risk and LendingNew York, NY$206,000–$255,000 / yearDevelop and oversee audit coverage of complex lending portfolios and emerging risk areas, including corporate banking, private credit, non-bank financial institution (NBFI) lending, and credit risk management, while coordinating with regulators, second line functions, and business stakeholders on audit planning, issue assessment, and regulatory examination support. Oversee quarterly and annual continuous monitoring and risk assessment activities across assigned risk stripes, including credit risk, market risk, liquidity risk, and capital management, to identify emerging risks, changes in risk profile, regulatory developments, and control environment trends that may require adjustments to audit coverage or the audit plan.
NewCFO of Macro Wells Fargo BankCFO of MacroNew York, New YorkWells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate & Investment Banking, and Wealth & Investment Management. They 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.
Securities Services Attorney - Assistant Vice President JPMorgan Chase Bank, N.A.Securities Services Attorney - Assistant Vice PresidentNew York, NYFull timeWhile the full platform includes Custody, Fund Services, ETFs, Agency Securities Finance, Collateral Management, Cash and Liquidity Management, Depositary Receipts, and Digital Assets, you'll initially focus on a select number of these areas based on business needs and your expertise. You will also work with a broad range of clients-including asset managers, hedge funds, private equity funds, pension funds, banks, broker-dealers, and insurance companies-delivering solutions that span all Securities Services products.
Strategic Services Operations Manager U.S. BankStrategic Services Operations ManagerHackensack, New JerseyYou will collaborate across Wealth, Global Fund Services, Institutional Trust & Custody, Corporate Trust, Product, Technology, Risk, Finance, and other key organizations to translate emerging needs into actionable initiatives and service enhancements. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Finance Manager Page Group USAFinance ManagerStamford, CT$157,500–$175,000 / yearFull timeThis role offers the opportunity to work closely with the U.S. Financial Controller to support financial reporting, controls, treasury partnership, audit activities, process improvement, and regulatory readiness within a growing financial services organization. Having invested significantly in its finance, treasury, controls, systems, and reporting infrastructure, the business is now focused on scaling operations, optimizing processes, and preparing for the next stage of its U.S. banking journey.
NewSustainability 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.
Senior Consultant - Financial Services - Insurance and Actuarial Advisory Services Ernst & Young Global LtdSenior Consultant - Financial Services - Insurance and Actuarial Advisory ServicesNew York, NY$110,500–$202,700 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Global Business Services (GBS) - Strategy - Consultant Deloitte Touche Tohmatsu LtdGlobal Business Services (GBS) - Strategy - ConsultantNew York, NY$95,600–$188,400 / yearAs a Consultant, Global Business Services (GBS) on the Global Business Services team, you will be responsible for supporting strategic transformation initiatives that improve operating model effectiveness, service delivery, and functional performance. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Risk Advisory Services Managing Director Baker Tilly Virchow KrauseLLPRisk Advisory Services Managing DirectorNew York City, NY$201,810–$382,600 / yearWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Tax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesMelville, NYResponsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice; Recognize business opportunities for our clients and for CBIZ; Participate in business development activities, including networking, identifying referral opportunities, and assisting with proposal development. Maybe the internal advisor on technical matters as a Subject Matter Expert; Lead sophisticated tax planning engagements involving wealth transfer strategies, estate and gift tax planning, trust structures, charitable giving, and family succession planning.
Jefferies Prime Services - Equity Swap Support (Associate/AVP) Jefferies Financial Group IncJefferies Prime Services - Equity Swap Support (Associate/AVP)New York, NY$105,000–$115,000 / yearThe Jefferies Prime Services Equity Swap Support/Client Service Representative is responsible for the client support and relationship management for all Prime Services swap clients of the firm trading equity swaps. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
M&A Financial Due Diligence Data Analytics Manager - LSHC Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Manager - LSHCNew York, NY$141,200–$278,300 / yearYou will work as part of cross-functional teams providing financial, accounting, operational and commercial due diligence, bringing your skills to the M&A deal to manage and analyze the data in regulated life sciences and healthcare environments and utilize your visual analytics skills to tell a compelling story of our findings around revenue quality, pricing realization, reimbursement exposure, and operational performance. Work you'll do: As a Manager, Strategy, Growth, and Transformation on the M&A team, you will be a key member serving client M&A deal teams through gathering, analyzing, validating, and normalizing transactional, commercial, and operational data (e.g., product-level sales, claims data, rebate and chargeback data, inventory, pipeline, and customer/channel data) to develop and test hypotheses for a given M&A deal.
NewSMA Personal Account Management Specialist Lord Abbett.comSMA Personal Account Management SpecialistJersey City, New Jersey$100,000–$115,000 / yearPartnering closely with Regional Managers, Portfolio Managers, Financial Advisors, Product Management, Operations, and other internal business partners, this position combines relationship management, investment knowledge, business development, and operational expertise to deliver an exceptional advisor experience while helping drive organic asset growth. Lord Abbett's Separately Managed Account (SMA) business is one of the firm's fastest-growing strategic initiatives, serving financial advisors and clients across Municipal Fixed Income, Taxable Fixed Income, and Equity investment strategies.
Client Services Representative Osaic IncClient Services RepresentativeNYWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with other team members in all aspects of operational and transactional activities through both phone and processing.
Equity Research Associate - Power & Energy Equipment and Services The Toronto-Dominion BankEquity Research Associate - Power & Energy Equipment and ServicesNew York, NY$115,000–$200,000 / yearTotal 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. Depth & Scope: Expert level professional role requiring in-depth knowledge/expertise in own domain/field of specialty and working knowledge of broader related areas to run data analysis and develop research reports.
Loan And Member Services Representative I - Patchogue Bethpage Federal Credit UnionLoan And Member Services Representative I - PatchoguePatchogue, NY$21.78–$25.59 / hourContribute to lobby management by welcoming members, checking in members waiting for platform services, and at times assisting to ensure that the teller and drive-up traffic is managed with limited wait times. Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, and Fortune's Best Workplaces in Financial Services & Insurance 2024.