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.
Account Manager, Financial Institutions Group PIMCOAccount Manager, Financial Institutions GroupNew York, NY$180,000–$240,000 / yearThis individual will engage directly with CIOs, portfolio managers, and senior treasury leaders to position the firm's full suite of public and private investment capabilities, balance-sheet solutions, and thought leadership. 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.
Production Services Specialist Bank of AmericaProduction Services SpecialistJersey City, New JerseyEnsures all impacts are accurately recorded and documented in the system of record, verifies documents and wikis are updated and available for use during triage, and supports on call responsibilities for incidents, the documentation of application flows, impacts during outages, the customer experience, and contacts for support needs. Identifies business impact, interprets monitors, dashboards, and logs, and writes queries to accurately calculate and communicate impacts to leadership in partnership with senior team members or specialists within Technology Services.
Pt Financial Access Spec Op Yale New Haven HealthPt Financial Access Spec OpGreenwich, 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.
Experienced Manager, Strategic Projects, Accounting Advisory Services BDO USA PCExperienced Manager, Strategic Projects, Accounting Advisory ServicesWoodbridge, NJ$125,000–$145,000 / yearGathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops, and maintains strong business relationships with clients, both internal and external. Begins to understand how projects operate effectively when using a work plan that follows best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress).
Client Services Liaison SRS Acquiom Inc.Client Services LiaisonNYRemote$27.40–$28.85 / hourOur solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. 2-3 years of Customer Service experience dealing with high net worth individuals preferred; experience in the financial industry required; Call center experience strongly preferred.
Senior Wealth Advisor - The Baldwin Group Financial Services BRP Group, Inc.Senior Wealth Advisor - The Baldwin Group Financial ServicesHolmdel, NJAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin's holistic asset protection platform for efficient client acquisition and closing.
Senior Retirement Advisor - The Baldwin Group Financial Services BRP Group, Inc.Senior Retirement Advisor - The Baldwin Group Financial ServicesHolmdel, NJFinalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief them on the sale and ensure a smooth handoff. Maintains a concern for accuracy, timeliness, and completion when interacting with current and prospective clients, the firm, and insurance company and recordkeeping partners to minimize potential for errors and omissions claims, while demonstrating strong organizational skills with high attention to detail.
State And Local Tax Financial Services Senior Manager PwCState And Local Tax Financial Services Senior ManagerFlorham Park, NJ$124,000–$335,000 / yearAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local tax developments. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Sales Executive - Financial Services Toppan MerrillSales Executive - Financial ServicesNew York, NY$115,000–$135,000 / yearYou will lead clients through the modernization of their regulatory communications ecosystem-delivering measurable business value, risk reduction, and operational efficiency. Toppan Merrill strives to provide our employees and loved ones with competitive benefits including: Enhanced Medical, Dental, Vision and Life insurance for employees and dependents.
Sr. Lead Client Partner, Financial Services Pinterest IncSr. Lead Client Partner, Financial ServicesNew York, NY$148,614–$260,074 / yearLeverages AI to work more efficiently, whether it''s streamlining optimizations, preparing for client meetings, or surfacing insights from campaign data, while maintaining attention to detail and a high bar for accuracy. AI Enthusiast: Demonstrates curiosity and a willingness to explore AI tools to improve day-to-day productivity, including campaign setup, performance reporting, client communications, and research.
Customer Success Manager, Financial Services - Strategic AlphaSenseCustomer Success Manager, Financial Services - StrategicNew York, NY$80,000–$95,000 / yearThis CSM must be a commercial strategist capable of navigating complex stakeholder dynamics within a select group of 8-12 Strategic accounts, ensuring AlphaSense is not just a tool, but a mission-critical component of the client's technology stack. Deep-Dive Engagement & Account Influence: Act as the "Account Expert" for a select group of Financial Service Strategic clients, navigating and influencing multiple business units to drive business outcomes and product adoption.
Investor Services Specialist Career Launch AIInvestor Services SpecialistNew York, NY$140,000–$185,000The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching for investor services, operations, and client support roles. This role ensures that investors receive timely and accurate information, resolves inquiries efficiently, and supports the operational processes that underpin capital management and investor satisfaction.
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.
7th Ave Patient Services Associate/Rehab - Required Bilingual Cantonese AND Mandarin - Brooklyn New York University School of Medicine7th Ave Patient Services Associate/Rehab - Required Bilingual Cantonese AND Mandarin - BrooklynBrooklyn, NYRegistration functions in accordance with FHC Registration polices including, but not limited to: a)Visit Registration b)Translation needs & documentation of c)Verification of demographic information including Home Address, Proper phone number, Email address d)Verification of Primary Care Provider e)Verify Site Indicator f)Obtain Photo ID and Insurance ID Card g)Obtain consent for treatment h)Offer new patient packages inclusive of FHC programs and services, contact phone numbers, after hour information, HIPAA and advance directive information. Discharge functions in accordance with FHC discharge polices including, but not limited to: a)Create follow up appointments in accordance with the providers instructions b)Create appointment for specialty services (including radiology) and ensure referrals are in place c)Print all necessary documents for patients to take home: Appointment record, Referrals, Lab/Radiology forms d)Distribute Metro Cards when appropriate.
Vice President of Human Resources â€" Corporate Services RWJ Barnabas Health Medical IncVice President of Human Resources â€" Corporate ServicesOceanport, NJ$275,000–$380,000 / yearThe Vice President is a key member of the corporate leadership structure, working closely with other executives, directors, and line staff to ascertain the pulse of the organization; prioritize business goals; cultivate a sense of belonging; boost employee retention; and ensure an effective organizational design and infrastructure. Job Overview: The Vice President of Human Resources is responsible for directing all people functions within their divisions in accordance with the mission, vision, values, policies and practices of RWJBarnabas Health; the ethical and social consciences of business and society; and the laws, regulations and administrative rulings of governmental organizations and other regulatory and advisory authorities and organizations.
NewAssociate, Network Contracting & Services (Florida) Oscar HealthAssociate, Network Contracting & Services (Florida)New York, NY$96,876–$127,149 / yearThe Associate, Network Contracting & Services is responsible for managing contracts with key healthcare providers in Oscar's network (hospital/health systems and individual provider groups) to build and maintain a robust network in assigned market/region; while also ensuring access to quality care and optimizing costs by analyzing provider performance and negotiating reimbursement rates, often involving complex contract terms and compliance with regulatory guidelines. The Associate also supports network growth and recruiting efforts by engaging with prospective providers directly; assisting with resolution of provider issues; supporting cost- saving initiatives; executing the local network strategy; and ensuring providers across our service area have the information and support they need to provide best-in-class member care.
Path to Advice Analyst (Strategy) Morgan StanleyPath to Advice Analyst (Strategy)Purchase, 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. In this role, you will support the strategy of several initiatives the Path to Advice team is standing up, including the development of new product lines (e.g., corporate cash, lending) that will span our Advisor, Workplace, and Direct client segments.
NewHead of Engagement & Services Marketing The Guardian Life Insurance Company of AmericaHead of Engagement & Services MarketingNew York, NY$132,420–$217,545 / yearSuccess in this role is measured by the ability to advance Guardian's engagement maturity through enterprise segmentation, journey transformation, lifecycle excellence, underwriting modernization support, and customer-centric innovation-creating a unified engagement ecosystem that improves client and advisor experiences while driving measurable business growth. The role serves as Guardian's marketing leader for enterprise segmentation work, lifecycle marketing, customer journey optimization, underwriting transformation, and cross-functional initiatives that shape how prospects and customers engage with Guardian throughout their relationship.
Business Development Representative - Sales And Demo Support SyntaxBusiness Development Representative - Sales And Demo SupportNew York City, NY$75,000–$90,000 / yearSupport both Syntax Direct and Syntax's traditional/custom index business, including outreach and early-stage conversations related to index products, index licensing, platform partnerships, and advisor-facing solutions. This role will support outreach, inbound follow-up, demo coordination, and early-stage relationship development across RIAs, financial advisors, wealth platforms, asset managers, ETF issuers, and other relevant financial services firms.
NewDirector, Agency Services, Project Finance & Infrastructure Canadian Imperial Bank of CommerceDirector, Agency Services, Project Finance & InfrastructureNew York, NY$225,000–$250,000 / yearAs Director, Agency Services, Project Finance & Infrastructure, you will be responsible for managing all client-facing and lender-facing activities (inter alia, the processing of waivers, extensions, consents, amendments, refinancings) on transactions in our portfolio where CIBC is acting as Administrative Agent or is a bilateral lender to a client. The Agency Services team will serve as the main point of contact for deal stakeholders (sponsors, borrowers, consultants, lawyers, lenders etc.) while closely working with the Portfolio Management team and Deal Execution Teams.
NewAssociate Director, Client Services ApothecomAssociate Director, Client ServicesNY$95,000–$120,000 / yearWorking alongside colleagues across Scientific Services, Meetings, and Creative/Digital, you'll help bring bold ideas to life while supporting the continued growth and success of your accounts and teams. Drawn together from several backgrounds including the pharmaceutical industry, research, marketing, medical and regulatory writing, sales, publishing, digital media and design, we have the experience and all-round ability to conceive and deliver the best quality medical communications programs.
Investment Product Management Associate Rockefeller Capital ManagementInvestment Product Management AssociateStamford, ConnecticutFull timeSupport ongoing post-launch product management activities across all RGIM platform product types, including modifications and enhancements to existing products; provide product ownership and expertise; manage workflow related to new subscriptions and redemptions between investor and administrator, identify and implement process improvements, respond to internal and external reporting requirements, take lead on ad hoc requests, and participate in special projects. The successful candidate will partner closely with colleagues across Distribution, Investor Services, Operations, Legal & Compliance, Finance, Portfolio Management, Trading, Performance & Risk, and external service providers to help ensure our product platform remains operationally robust, scalable, and positioned for long-term growth.
Regional Director (East), Tax and Accounting Services Earned Wealth Advisors, LLC.Regional Director (East), Tax and Accounting ServicesNew York, NYRemote$220,000–$275,000 / yearThe Regional Director, Tax & Accounting Services is accountable for the delivery of Tax & Accounting services in a defined U.S. region and accountable for P&L performance, organic growth, client retention, operational scale, integration of acquired firms, and the leadership bench that supports it all. Reporting to the Chief Operating Officer, this leader partners closely with Wealth Management, Financial Planning, Client Services, Product, and Transformation and is one of the senior voices shaping how Earned's Tax & Accounting business is built for the next decade.
Asset & Wealth Management, Institutional Marketing, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Institutional Marketing, Associate - New YorkNew York, NY$100,000–$160,000 / yearThe role will assist client-facing teams, product strategy, investment teams, and broader Asset Management (AM) marketing team by helping to coordinate marketing activities, gather insights, and contribute to full-funnel plans that support business growth in this critical segment. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Workforce Specialist, Financial Aid Liaison Research Foundation of The City University of New YorkWorkforce Specialist, Financial Aid LiaisonLong Island, New YorkThese functions include legal assessment and signing of agreements where RFCUNY is named as a fiscal agent; setting up award accounts; preparing sub-awards and assisting PIs in monitoring the work of the recipients of sub-awards; supporting project directors with hiring and managing research project and sponsored program staff; supporting the purchasing and paying for goods and services with grant and program funds; managing financial aspects of projects including accounts receivable, financial reporting, invoicing, budget monitoring, and cost compliance with uniform guidance; ensuring that sponsor financial requirements are met; monitoring compliance with applicable project and financial management rules and laws; supporting the management of independent and external audits and financial reviews; and providing data, information, management expertise, and other supports to CUNY’s research and sponsored programs. RFCUNY’s services allow CUNY researchers, faculty, and staff to focus on their intellectual curiosity and scientific discoveries, on projects and programs that serve our local and global communities, proposing concrete solutions to society’s most pressing challenges.
Senior Client Services Specialist, Family Office Aldrich CPAs + Advisors LLPSenior Client Services Specialist, Family OfficeNYRemote$75,000–$105,000 / yearAs an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7 billion in assets. The Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance.
Vice President - Financial Institutions Coverage Advisory BNP Paribas SAVice President - Financial Institutions Coverage AdvisoryNew York, NYBusiness Overview: Our FIC Advisory department offers advisory services for mergers and acquisitions (M&A), primary equity capital markets (ECM) transactions and balance sheet restructuring, combining the expertise across various sector groups with a focused international approach. We employ talented individuals from a wide variety of backgrounds, locally and globally, and are inspired by our employees who help us in cultivating a diverse, equitable and inclusive workplace through initiatives such as our Diversity, Equity & Inclusion (DEI) Leadership Forum and Employee Resource Group (ERG) communities.
Account Solution Architect - Financial Services CoreWeave IncAccount 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.
FY27 - Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Ernst & Young Global LtdFY27 - Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting ServicesNew York, NY$76,000–$125,300 / 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. Communicate with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
NewSourcing Manager-IT Professional Services NYU Langone Medical CenterSourcing Manager-IT Professional ServicesNew York, NY$121,792.21–$157,500 / yearLead commercial and contractual negotiations with IT Professional Services vendors to secure favorable terms, pricing, and contractual agreements including services scope, deliverables, acceptance criteria, service level agreements (SLA), payment structure, and key performance indicators (KPI). In this role, the successful candidateas key member of IT Strategic Sourcing team, you will play a critical role in developing and executing strategic sourcing initiatives including analyzing spend data, performing market analysis, leading the end to end RFx process.
Internal Sales Associate (January 2027 Class) Franklin TempletonInternal Sales Associate (January 2027 Class)Stamford, Florida$55,000–$65,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
Client Accounting Services Senior GrassiClient Accounting Services SeniorWhite Plains, New YorkSome of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more.
NewTax Senior Manager, Core Tax Services BDO USA PCTax Senior Manager, Core Tax ServicesNew York, NY$146,000–$200,000 / yearJob Summary: The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorFlorham Park, NJ$150,000–$438,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Analyst – Financial Advisory Services Career Launch AIAnalyst – Financial Advisory ServicesNew York, NY$100,000–$150,000A leading middle-market investment bank or advisory firm may seek a Financial Advisory Services Analyst to support clients on M&A advisory, restructuring, valuations, and strategic financial consulting . This Financial Advisory Services Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
NewFinancial Advisor - Team Durr MassMutual - NJ/NYCFinancial Advisor - Team DurrWarren, NJ$60,000–$150,000 / yearBachelor's degree in finance or business-related fields preferred but not required Excellent communication and interpersonal skills Ability to work independently and as part of a team Experience in the financial services industry is a plus but not required Series 6 or 7, 63 and 65, 66 preferred but not required A passion for helping athletes achieve their goals Experience working with college athletes is a plus. If you have a passion for helping athletes achieve their full potential and are looking to join a team of professionals dedicated to educating and empowering their clients, we would love to hear from you.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementRockaway, New JerseyIn 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. 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.
NewSenior Financial Advisor MassMutual - NJ/NYCSenior Financial AdvisorWarren, NJ$75,000–$300,000 / yearOur team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life.
Client Relationship Executive - Office of the CFO Managed Services PricewaterhouseCoopers LLPClient Relationship Executive - Office of the CFO Managed ServicesNew York, NY$122,500–$423,780 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Client Relationship Executive - Office of the CFO Managed Services, you will play a pivotal role in fostering and maintaining strategic alliances within our Internal Firm Services practice.
Client Relationship Executive - Office Of The CFO Managed Services PwCClient Relationship Executive - Office Of The CFO Managed ServicesNew York, NY$122,500–$423,780 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Client Relationship Executive - Office of the CFO Managed Services, you will play a pivotal role in fostering and maintaining strategic alliances within our Internal Firm Services practice.
Senior Associate, Financial Due Diligence KPMG International CooperativeSenior Associate, Financial Due DiligenceNY$90,630–$184,920 / yearCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
Financial Institutions Group (FIG) Analyst Career Launch AIFinancial Institutions Group (FIG) AnalystNew York, NY$100,000–$150,000These roles are ideal for candidates looking to combine rigorous analytical work with exposure to M&A, capital markets, and strategic advisory for banks, insurance companies, asset managers, fintechs, and specialty finance firms. A leading middle-market or bulge-bracket investment bank may seek a FIG Analyst to support transactions, financial modeling, research, and client deliverables for financial institutions.
NewDining Services Director Compass Group USA IncDining Services DirectorJersey City, NJ$80,000–$85,000 / yearJob Summary: The Director of Dining Services is the strategic business leader of the community's food and beverage/culinary operation ensuring resident and client satisfaction by providing a consistently high-quality product and best-in-class hospitality, while also meeting financial goals and driving a positive work environment. Business and Financial Competence: Understanding market dynamics, enterprise level objectives and important aspects of Compass Community Living's business to accurately diagnose strengths and weaknesses, anticipate opportunities and risks, identify issues, and develop strategies and plans.
NewDirector Dining Services Compass Group USA IncDirector Dining ServicesJersey City, NJ$80,000–$85,000 / yearJob Summary: The Director of Dining Services is the strategic business leader of the community's food and beverage/culinary operation ensuring resident and client satisfaction by providing a consistently high-quality product and best-in-class hospitality, while also meeting financial goals and driving a positive work environment. Business and Financial Competence: Understanding market dynamics, enterprise level objectives and important aspects of Compass Community Living's business to accurately diagnose strengths and weaknesses, anticipate opportunities and risks, identify issues, and develop strategies and plans.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateWhite Plains, NY$59,000–$82,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Corporate Accounting & Global Finance Services Leader Lonza Group LtdCorporate Accounting & Global Finance Services LeaderMorristown, NJ$132,000–$186,900 / yearLead the financial governance and compliance of key US and Canadian legal entities, playing a critical role in ensuring accurate reporting, strong controls, and business performance across a global life sciences organization. What you will do: Oversee accurate and timely financial close processes, including Balance Sheet and P&L reviews, in collaboration with Regional Controlling and Shared Service teams.
Financial Consultant Popular IncFinancial ConsultantNew York, NY$62,400–$64,350 / yearIn this position, you will: • Evaluate customers relative to financial needs, current holdings, and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation. • Pro-actively seek information from prospects and clients to understand possible changing situations, needs, and desired benefits and evaluate product or service alternatives.
Retirement Associate AllianceBernstein Holding LPRetirement AssociateNew York, NY$80,000–$86,000 / yearThis is an exciting and challenging opportunity to assist both DC Financial Advisors in all aspects of client servicing including analyzing financial information to determine investment strategies for plan participants as well as working with all Financial Advisors on account setup procedures for cash balance plans (including coordinating with outside custodians for account setup and coordinating distributions). Client Servicing responsibilities include but not limited to: open/close accounts, process cash flows, prepare client reports and regular due diligence, provide prudent investment advice to Defined Contribution plan participants; prepare marketing presentations and general troubleshooting in response to client inquiries.
Global Treasury & Payments Advisor I First Citizens BancShares IncGlobal Treasury & Payments Advisor INew York, NY$75,000–$98,000 / yearBachelor''s Degree and 1 years of experience in OR High School Diploma or GED and 5 years of experience in Treasury Management, Cash Management, Commercial Banking, Payments, Treasury Sales Support, or related financial services experience. We are seeking a dynamic, highly motivated Treasury Management Sales Associate to support Treasury Management Sales Advisors across both the Corporate Banking and Middle Market Banking segments.