Wealth Management Associate Morgan StanleyWealth Management AssociateShrewsbury, New Jersey$33,113–$90,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. 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.
Financial Advisor- Great Neck, Long Island The Toronto-Dominion BankFinancial Advisor- Great Neck, Long Islandgreat neck, NY$78,520–$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.
Financial Advisor- (Brooklyn College), Brooklyn, NY The Toronto-Dominion BankFinancial Advisor- (Brooklyn College), Brooklyn, NYBrooklyn, NY$78,520–$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.
Sr. Director, Cloud Services Open Text CorpSr. Director, Cloud ServicesNY$203,300–$304,900 / yearA Senior Director, Professional Services role at OpenText is an opportunity to lead the strategy, delivery, and growth of mission-critical financial solutions, including Payment Hub, Order & Trade Management, Commercial Finance, and SWIFT Service Bureau offerings. Salary Range: $203,300 - $304,900 USD per annum; Depending on the candidate's education, experience, skills, geographical location, and alignment with internal equity and external market, actual salary may vary and be higher or lower than the range posted.
Associate, Market Risk Control - US Prime Services The Toronto-Dominion BankAssociate, Market Risk Control - US Prime ServicesNew York, NY$90,000–$125,000 / 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: Assists in the identification of all key market risks and determines appropriate risk metrics to assess these risks; maintains thorough understanding of all key risk and risk-related issues through continual review of risk reports/related data and dialogue with relevant parties.
Senior Human Resources Business Partner, Investor Services Brown Brothers Harriman & CoSenior Human Resources Business Partner, Investor ServicesJersey City, NJYou will connect leaders with the full breadth of HR expertise, leveraging strong partnerships across HR Centers of Excellence to bring the right insights, solutions, and capabilities to influence critical business decisions, and lead initiatives that strengthen organizational capability, leadership effectiveness, workforce planning, and talent sustainability. Serve as a trusted advisor and thought partner to senior business leaders, providing strategic guidance on organizational, talent, and workforce priorities while connecting leaders with specialized HR expertise as needed.
NewIT Services- Cyber Threat Response Analyst- Senior Associate PricewaterhouseCoopers LLPIT Services- Cyber Threat Response Analyst- Senior AssociateStamford, CT$86,500–$166,000 / yearAccepting Feedback, Accepting Feedback, Active Listening, AI Fluency, AI-Human Collaboration, Analytical Thinking, Communication, Creativity, Cybersecurity Framework, Cybersecurity Governance, Cybersecurity Risk Management, Cybersecurity Strategy, Cybersecurity Threat Mitigation, Cyber Threat Intelligence, Digital Forensics, Digital Tooling, Embracing Change, Emotional Regulation, Empathy, Firewall (Network Security), Forensic Investigation, Incident Management, Incident Remediation, Incident Response Plan, Inclusion {+ 18 more}. Join PwC as a Cyber Threat Response Senior Associate in Cybersecurity Incident Management, where you will play a vital role in protecting organizations from cyber threats through advanced technologies and strategies.
Analyst, US Client Services Ares OperationsAnalyst, US Client ServicesNew York, New YorkAres 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.
Account Manager - Financial Wellness Solutions - Large Corporate and Vertical The PNC Financial Services Group IncAccount Manager - Financial Wellness Solutions - Large Corporate and VerticalLittle Falls, NJ$55,000–$119,600 / yearPNC 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. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Fund Delivery Senior Associate Capital Integration Systems LLCFund Delivery Senior AssociateNew York, NY$121,500–$148,500 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
Senior Associate, Alternative Investments CAIS GroupSenior Associate, Alternative InvestmentsNew York City, NY$130,000–$165,000 / yearOwn the product strategy, lifecycle, and cross-functional execution for new and emerging investment structures on the CAIS platform: Lead product strategy and roadmap development for net-new investment structures, including SMAs, ETF solutions, Delaware Statutory Trusts (DSTs), Exchange Funds (XF), long/short tax strategies, and other emerging structures. CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions.
Financial Services - State and Local Tax - Tax Controversy - Senior Ernst & Young Global LtdFinancial Services - State and Local Tax - Tax Controversy - SeniorNew York, NY$98,100–$147,300 / 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 the 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.
Senior Manager, Finance Managed Services - Controllership & Record-To-Report | Energy, Resources & Industrials Industry DeloitteSenior Manager, Finance Managed Services - Controllership & Record-To-Report | Energy, Resources & Industrials IndustryJericho, NY$148,200–$292,300 / yearThis role combines accounting domain expertise, managed services solutioning, Energy, Resources & Industrials Industry experience, commercial acumen, executive presence, and strong client and team leadership. Own or provide senior leadership for Finance Operate deal flow for the Energy, Resources & Industrials sector, including pipeline visibility, opportunity qualification, pursuit prioritization, solution governance, and handoff to mobilization and delivery teams.
Senior Manager, Finance Managed Services - Controllership & Record-To-Report | Technology, Media, & Telecom Industry DeloitteSenior Manager, Finance Managed Services - Controllership & Record-To-Report | Technology, Media, & Telecom IndustryJericho, NY$148,200–$292,300 / yearThis role combines accounting domain expertise, managed services solutioning, Technology, Media & Telecom Industry experience, commercial acumen, executive presence, and strong client and team leadership. Provide senior leadership for Finance Operate deal flow for the Technology, Media & Telecom sector, including pipeline visibility, opportunity qualification, pursuit prioritization, solution governance, and handoff to mobilization and delivery teams.
Senior Director, Clinical Services HealthCare Partners, MSOSenior Director, Clinical ServicesGarden City, NY$165,000–$190,000 / yearThe Senior Director serves as a trusted advisor to the SVP, Clinical Services, providing strategic counsel, operational leadership, executive-level project management, and oversight of key clinical initiatives that support quality outcomes, regulatory compliance, financial performance, and member satisfaction. The incumbent provides leadership for Utilization Management (UM), Care Management, Population Health, Special Needs Plan (SNP) Model of Care activities, and other Clinical Services operations while fostering collaboration across departments and external stakeholders.
Senior Manager, Finance Managed Services - Controllership & Record-To-Report | Life Sciences & Healthcare Industry DeloitteSenior Manager, Finance Managed Services - Controllership & Record-To-Report | Life Sciences & Healthcare IndustryNew York, NY$148,200–$292,300 / yearThis role combines accounting domain expertise, managed services solutioning, Life Sciences & Health Care Industry experience, commercial acumen, executive presence, and strong client and team leadership. Provide senior leadership for Finance Operate deal flow for the Life Sciences & Health Care sector, including pipeline visibility, opportunity qualification, pursuit prioritization, solution governance, and handoff to mobilization and delivery teams.
PB Digital - Alternatives Advisor / Client Experience Product Senior Associate JPMorgan Chase & CoPB Digital - Alternatives Advisor / Client Experience Product Senior AssociateJersey City, NJDomain knowledge in alternative investments: knowledge across private equity, private credit, hedge funds, real estate, real assets, and structured products, including the lifecycle of commitments, capital calls, subscription workflows, fund onboarding, and performance monitoring for illiquid assets. This role supports the development and execution of digital solutions for alternatives investments, working closely with product managers, advisors, technology, and other stakeholders to innovate, design, and develop technology that will enhance the advisor and client experience.
Financial Accounting Associate Mizuho Financial groupFinancial Accounting AssociateNew York, NY$88,000–$110,000 / yearMizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia.
Senior Associate, Industry Specialty Services BDO USA PCSenior Associate, Industry Specialty ServicesWoodbridge, NJ$90,000–$115,000 / yearBachelor''s Degree in Business Administration, Public Administration, Nonprofit Management, Organizational Leadership or Development, Management, Economics, Finance, Public Policy, Information Technology, Data Analytics, Humam Resources Management, Industrial/Organizational Psychology, or Communications, preferred, MBA or MPA, preferred. We partner with organizations to help them attain operational excellence, sharpen organizational strategy, improve business processes, modernize technology, navigate change, and effectively achieve their desired impact.
NewRegistered 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.