NewSenior Client Service Associate Wealth Enhancement Group LLCSenior Client Service AssociateNYRemote$75,000–$85,000 / yearThe Senior Client Service Associate provides advanced administrative and operational support to financial advisors, manages complex account and service requests, coordinates client communications and meetings, and helps ensure the efficient operation of the practice. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
GTM Intelligent Automation Solutions - Financial Services Capgemini SEGTM Intelligent Automation Solutions - Financial ServicesNew York, NY$93,500–$262,740 / yearIs able to handle deep conversations on some parts of Capgeminis portfolio and to negotiate with CxOs for strategic dealsInfluences Capgemini portfolio evolution through insights on clients priorities and investmentsGoes beyond closing deals and tries to build long term relationships with clients, acting as an advisor vs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.
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.
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.
PWM Client Service and Operations (CSO) Field Engagement Associate Morgan StanleyPWM Client Service and Operations (CSO) Field Engagement AssociateNew York, NY$70,000–$115,000 / 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 this role, you will support field engagement and adoption across key CSO field engagement programs, including role-based cohorts and proprietary information series (e.g., PWM/IWM First Take), while partnering closely with stakeholders across PWM and Wealth Management.
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.
Executive Director, Internal Audit - Financial Risk and Lending Sumitomo Mitsui Banking CorpExecutive 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.
Business Financial Controllership Manager DeloitteBusiness Financial Controllership ManagerJersey City, NJ$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.
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.
Asset Management - Private Equity Group Information Management and Financial Reporting- Associate JPMorgan Chase Bank, N.A.Asset Management - Private Equity Group Information Management and Financial Reporting- AssociateNew York, NYFull timeThe associate will be responsible for servicing client needs and supporting the portfolio managers responsible for investing the clients' assets, which will include evaluating information contained in correspondence from underlying investments, coordinating investment activity, performing reconciliations and overseeing the clients/portfolios service providers (for example, the custodian), and preparing communications, including financial reports, for the clients' use. Morgan Asset Management - Private Equity Group (PEG), with $41 billion in assets under management as of March 31, 2026, is comprised of more than 75 professionals globally, and is active in all private equity investment types, styles, stages of business development, industry sectors and geographical locations, and during all market environments.
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 IndustryNew York, 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 IndustryNew York, 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.
NewSenior 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.
Associate Director, Managed Business Services Oscar HealthAssociate Director, Managed Business ServicesNew York, New York$149,040–$195,615 / yearThis role translates contracts into daily execution, safeguards member and provider experiences, and enforces vendor accountability through corrective actions, service credits, or contract terminations when performance falls short. The Associate Director, Managed Business Services is a senior individual contributor who autonomously manages the performance and compliance of Oscar’s global vendor portfolio across contact center, tech, and insurance operations.
Equity Research Analyst/Associate- Payments, Processors & IT Services Bank of America CorpEquity Research Analyst/Associate- Payments, Processors & IT ServicesNew York, NY$110,000–$175,000 / yearResponsibilitiesPerform complex financial modeling & valuation workWrite regular industry and company reports and company launch initiations from scratchParticipate in IPO-related vettings and analyst daysDevelop databases integral to our research productDemonstrate strong industry knowledge and business judgmentWork with Senior Analysts to develop key industry themesBuild relationships and facilitate information flow with contacts at covered companiesParticipate and contribute to client meetings and eventsAttend meetings and interact with key opinion leadersClosely follow and understand market, industry and company specific activity, and relay to analyst when travelingSeek out new, unusual sources of informationLeverage our robust network of industry contactsInteract regularly with clientsQualificationsBachelor's Degree or equivalent years of experienceA minimum of 1-2 years of experience - sell-side or buy-side (research, investment banking) experience preferred but not requiredCredit skills is a plusMust be an expert at MS Word and MS Excel/strong modeling skillsMust be able to thrive in a fast-paced and intense environment. Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politicsMust have excellent communication skills, written and verbalMust have strong attention to detail, ability to multi-taskMust work well in a collaborative team environmentMust have strong intellectual curiosityShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Private Wealth Management Associate Morgan StanleyPrivate Wealth Management AssociateNew York, New YorkProviding 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.
Wealth Management Associate Morgan StanleyWealth Management AssociateNew York, New York$75,000–$125,000 / 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.
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.
NewAccount Solution Architect - Financial Services CoreWeaveAccount Solution Architect - Financial ServicesNew York, NY$143,000–$210,000 / yearTo conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. This role is for customer-focused AI practitioners who understand the demands of financial services environments and are excited to help leading quant, hedge fund, and enterprise finance teams deepen their partnership with CoreWeave and scale the next generation of AI workloads in production.
Financial Solutions Advisor Registration Candidate- NW Snohomish Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- NW Snohomish MarketMount Vernon, New YorkUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.