Strategic Senior Customer Success Manager, Enterprise (Financial Services) SmarshStrategic Senior Customer Success Manager, Enterprise (Financial Services)New York, NY$160,000–$180,000 / yearOur growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
Director of Revenue Engagement- Patient Financial Services-Corporate 42nd Street -Full-Time Days Mount Sinai Health SystemDirector of Revenue Engagement- Patient Financial Services-Corporate 42nd Street -Full-Time DaysNew York, NY$139,748–$209,622 / yearMount Sinai advances health for all people, everywhere, by taking on the most complex health care challenges of our time - discovering and applying new scientific learning and knowledge; developing safer, more effective treatments; educating the next generation of medical leaders and innovators; and supporting local communities by delivering high-quality care to all who need it. We are consistently ranked by U.S. News & World Report's Best Hospitals, receiving high "Honor Roll" status, and are highly ranked: No. 1 in Geriatrics, top 5 in Cardiology/Heart Surgery, and top 20 in Diabetes/Endocrinology, Gastroenterology/GI Surgery, Neurology/Neurosurgery, Orthopedics, Pulmonology/Lung Surgery, Rehabilitation, and Urology.
Financial Advisor Ritholtz Wealth ManagementFinancial AdvisorNY$250,000–$800,000 / yearWe're continuously working to increase the value and sophistication of how we serve clients, and a core part of our next chapter includes opening locations around the country to better engage the growing community of investors consuming RWM content. We are seeking an experienced Financial Advisor who will work directly with clients to develop and implement their investment, financial, insurance, tax, and estate planning needs.
Account Executive - Retirement 401(k) Services PaychexAccount Executive - Retirement 401(k) ServicesManhattan, New York$55,000–$115,000 / yearFull timeAs 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. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.
Vice President, Global Product Marketing Lead Treasury Services JPMorgan Chase & CoVice President, Global Product Marketing Lead Treasury ServicesJersey City, NJAs the Vice President, Global Product Marketing Lead Treasury Services in Treasury Services, you will partner closely with leaders across Treasury Services (TS), Product, Strategy, and Commercialization to develop compelling client-ready narratives and materials that articulate benefits, outcomes, and proof points. 8+ years of product marketing, go-to-market, or related experience, ideally in payments, B2B technology, SaaS, or financial services; Experience launching and scaling products through partner and direct channels; strong narrative and enablement portfolio.
Associate - Technology (Workday Financials) PJT Partners IncAssociate - Technology (Workday Financials)New York, NY$95,000–$120,000 / yearAdditional responsibilities include: Provide day-to-day production support for Workday Financials, triaging, diagnosing and resolving configuration or data issues; Support Workday Financials-related projects from planning through execution, ensuring alignment with business goals and timelines; Manage configuration, testing and deployment of updates across Workday Financials modules such as Financial Accounting, Procurement, Accounts Payable, Expenses and Projects, including business process configuration and security administration; Support Financials platform roll-out within various business verticals, including finance, accounting and procurement teams; Design, build and maintain business process configuration across Financials workstreams, including approval chains, conditional routing and notifications; Configure and maintain domain and business process security policies, supporting security group assignments, access reviews and audit and compliance requests; Build and maintain custom reports, calculated fields and dashboards using Workday Report Writer, partnering with Finance to translate reporting requirements into scalable designs; Partner with Finance, Accounting and other cross-functional teams to understand business needs and support the design of effective Workday Financials solutions; Support integration efforts between Workday Financials and other enterprise systems (e.g. In addition, qualified candidates will possess the following: Bachelor's degree in Business Administration, Information Technology, Finance or a Business-related degree; 3-4 years of experience with Workday Financials, with hands-on configuration exposure to Accounts Payable, Contracts to Cash, General Ledger and Expense; Demonstrated experience configuring Workday business processes, including approval routing and conditional logic; Working knowledge of Workday security, including domain security policies, business process security policies and security group configuration; Strong Workday Report Writer skills, including calculated fields and advanced/matrix reports; Experience providing production support in a live Workday tenant, including incident triage and root cause analysis; Strong written, verbal and communication skills with the demonstrated ability to collaborate with multiple stakeholders; Excellent problem-solving skills and the ability to troubleshoot complex issues; Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
Account Executive, Legal Services CartaAccount Executive, Legal ServicesNew York City, New YorkBuilt to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates.
Counsel - Corporate Banking Products and Services The Toronto-Dominion BankCounsel - Corporate Banking Products and ServicesNew York, NY$140,000–$231,000 / yearDepth & Scope: Provides consistent and sound legal advice in a clear, concise and responsive manner by taking initiative to develop legal knowledge and skill; knowing relevant substantive law, identifying legal issues; knowing the business and its products, operations, strategy, risk appetite and regulatory environment; owning the role of interpreting legal requirements through a balanced understanding of the law and business context to formulate relevant legal theories; and identifying business issues and policies related to the legal requirements, describing legal issues and options to the client. Ongoing legal support includes advising on new and updated products and services, including partnerships and sourcing arrangements; aligning customer product terms; supporting customer contracting and negotiations; advising on escalated customer and regulatory issues; reviewing communications, digital content and marketing materials; and collaborating with other teams in TD Legal.
J.P. Morgan Wealth Management - Private Client Advisor - Parsippany, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Parsippany, New JerseyParsippany, NJUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase 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.
Director, Global Digital Platform Technology Lead Invesco LtdDirector, Global Digital Platform Technology LeadNew York, NY$240,000–$260,000 / yearThis leader will own the technology direction for client and advisor portals, institutional digital servicing platforms, public websites, personalization capabilities, customer-service enablement tools and emerging AI-powered experiences that make it easier for clients to engage with Invesco globally. The Associate Director, Global Digital Platform Technology Lead will define and deliver the technology strategy, architecture and roadmap for Invesco's external-facing digital capabilities across financial advisors, institutional clients, intermediary partners and global client experiences.
Wealth Management Advisory Reporting Vice President Jefferies Financial Group IncWealth Management Advisory Reporting Vice PresidentNew York, NY$140,000–$180,000 / yearThis individual will serve as a key point of contact for performance reporting-related matters, partnering closely with Financial Advisor Teams, Advisory Operations, and the technology vendor(s) to ensure timely issue resolution, effective platform utilization, and a high-quality client reporting experience. The role will focus on developing consolidated reporting packages, supporting client onboarding to the technology platform, and helping Financial Advisors leverage reporting tools, dashboards, and analytics to identify meaningful portfolio insights beyond investment returns.
NewManager - Change Management, Outsourced Services TAG EisnerAmper, LLC (Inactive)Manager - Change Management, Outsourced ServicesIselin, NJRemoteThe Manager will embed change management into the full transformation lifecycle, translate business and workforce impacts into actionable plans, and hold leaders and project teams accountable for organizational readiness, stakeholder commitment, adoption, and sustained business outcomes. Our 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.
Financial Consulting Manager - Real Estate Accounting RSMFinancial Consulting Manager - Real Estate AccountingNew York, NY$95,400–$192,000 / yearParticipate in client design sessions to analyze requirements and redesign business processes in connection with FaaS best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc. RSM's Real Estate FaaS blends the best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company environments daily.
Account Policy Specialist The Federal Reserve SystemAccount Policy SpecialistNew York, NY$175,000–$205,000 / yearYour role as Account Policy Specialist: Reporting to the RBAS Director, your role is to act as an advisor and policy strategist related to the provisioning of master accounts, proposed payment accounts, excess balance accounts, joint accounts, designated financial markets utilities (DFMUs) and Federal Reserve financial services. What we do: As part of the Operations and Resiliency Group, the Reserve Bank Accounts and Services (RBAS) is responsible for the administrative, business, risk, and compliance activities related to the provision of master accounts and Federal Reserve financial services for second district customers.
Government Services Senior Consultant- FEMA TAG EisnerAmper, LLC (Inactive)Government Services Senior Consultant- FEMAIselin, NJRemoteThis role is ideal for someone with strong familiarity with Federal Emergency Management Agency (FEMA) funded initiatives, including the Public Assistance, Individual Assistance, Hazard Mitigation, and Building Resilient Infrastructure and Communities programs and a proven track record of supporting complex programs in a compliance- or finance-related role. EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.).
NewChief Information Security Office-Security Services & Cyber Defense Associate Bank of China Limited, New York BranchChief Information Security Office-Security Services & Cyber Defense AssociateNew York, New York$42,000–$90,000 / yearFull timeOur long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business. Minimum 1 year of work experience in Information security, cybersecurity, vulnerability management, security architecture, network, security tools and computer systems administration, risk management.
Consulting Services Practice lead Virtusa CorpConsulting Services Practice leadPiscataway, NJVirtusa Corporation is a leading worldwide provider of digital transformation services that accelerates business outcomes for Global 2000 businesses in banking and financial services, insurance, healthcare/life sciences, and telecommunications, technology, and media. We bring best in class digital engineering services to every engagement, with deep expertise in digital strategy and design; customer experience; analytics; mobile; cognitive/AI; full stack engineering, microservices, IoT; and cloud services.
Director, Agency Services Zeta GlobalDirector, Agency ServicesNew York, NY$130,000–$150,000 / yearCoordinate and manage campaign executions, including custom creative build-outs, set-up of assets, development of campaign timelines, data pulls based on client audience targeting and organization of campaign documentation. Develop deep understanding of Zeta's broader product offerings, reporting analytics, competitive advantages, resources and processes to identify cross sell and upsell opportunities to benefit clients under management.
Tax CPA - Private Client & Financial Planning AlphaHireTax CPA - Private Client & Financial PlanningParamus, NJThis opportunity is ideal for a CPA who enjoys working directly with individuals, families, and small-business owners and is interested in developing beyond traditional tax preparation into financial planning, retirement planning, estate planning, and wealth advisory services. We are a growing CPA and wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team.
Account Analyst - Latin America Pacific Investment Management Co LLCAccount Analyst - Latin AmericaNew York, NY$90,000–$100,000 / yearAccount Analysts develop skills in market and portfolio analysis, client communication, CRM and pipeline management, and the thoughtful use of data, automation, and AI-enabled tools to improve reporting, meeting preparation, and client insights. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.