Alternative Investments - Internal Associate Capital Integration Systems LLCAlternative Investments - Internal AssociateNew York City, NY$100,000–$140,000 / 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. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.
Alternative Investments - Internal Associate CAIS GroupAlternative Investments - Internal AssociateNew York City, NY$100,000–$140,000 / 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. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.
Tax Senior Manager, International Tax Services bdo consultingTax Senior Manager, International Tax ServicesNew York, NY$99,750–$262,500 / yearWork with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan. Additionally, the International Tax Senior Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.
Financial Advisor- New York City The Toronto-Dominion BankFinancial Advisor- New York CityNew York, 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- East Meadow, Long Island The Toronto-Dominion BankFinancial Advisor- East Meadow, Long IslandEast Meadow, 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.
Deals Services - Supervisor, Strategic Finance And Fp&A, Advanced Decision Modeling RSMDeals Services - Supervisor, Strategic Finance And Fp&A, Advanced Decision ModelingNew York, NY$101,000–$203,000 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Compliance Officer, Broker-Dealer Advisor (Equities And Options) - Vn2750 Marex Group, Plc.Compliance Officer, Broker-Dealer Advisor (Equities And Options) - Vn2750New York, NY$150,000–$185,000 / yearPurpose of Role: Marex is a seeking a Broker-Dealer Compliance Advisor (focusing on Equities and Options) who is meant to be a subject matter expert in U.S. Broker-Dealer regulation providing compliance advisory services, with a strong background on Equities and Listed Options trading activities, as well as knowledge of various regulatory reporting requirements. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics.
Shared Services Controller Michael Page InternationalShared Services ControllerManhattan, New York$114,391–$128,950 / yearTemporaryContact Charles Pagesy Quote job ref JN-072026-7068035Job SummarySector: Financial ServicesSub Sector: Accountancy & FinanceIndustry: Financial ServicesWhere: ManhattanContract Type: TemporaryConsultant name: Charles PagesyJob Reference: JN-072026-7068035 Job TitleShared Services ControllerJob DescriptionManage and oversee accounting and financial reporting activities for shared services operations.
Tax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesMorristown, NJWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Senior Client Associate Wells Fargo & CoSenior Client AssociateNew York, NY$30.77–$45.67 / hourThey 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. Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.
Retirement Services Communications Manager VOYA Financial Inc.Retirement Services Communications ManagerNew York, NY$130,000–$150,000 / yearThe Communications Senior Manager role owns end-to-end communications responsibility for a dedicated line of business, working alongside peer communications leads for Voya's businesses across Investment Management and Workplace Solutions. Complements and closely collaborates with Marketing, Brand and Communications colleagues, including those focused on Wealth Management, Investment Management, Employee Benefits, Technology, and Corporate communications; ensures brand consistency and alignment with other communications taking place.
Product Marketing, Real Assets - Associate Blue Owl Capital Inc.Product Marketing, Real Assets - AssociateNew York City, NY$100,000–$115,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Global Private Wealth Marketing is responsible for driving awareness of the Blue Owl brand and product offerings with financial advisors and high-net-worth clients, generating leads for sales, and supporting global fundraising initiatives.
Experienced Analyst - Investment Banking, Healthcare Services Guggenheim Partners LLCExperienced Analyst - Investment Banking, Healthcare ServicesNew York City, NY$125,000–$135,000 / yearWe will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. Analysts will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients.
Real Estate And Office Services Intern (Fall 2026) GeminiReal Estate And Office Services Intern (Fall 2026)New York, NYStrong written and verbal communication skills, with experience managing communications across email, Slack (or similar platform), and in-person interactions, ensuring clear, professional, and timely coordination with employees, vendors, and visitors. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure.
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.
Head of Financial and Business Intelligence WisdomTree IncHead of Financial and Business IntelligenceNew York, NY$250,000–$300,000 / yearThe WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. This is a senior leadership role and a key thought partner to the COO and President, CIO, and senior business leaders, shaping how WisdomTree turns sales, marketing, client, product, and financial data into sharper strategic insight, better forecasting, and stronger business decisions across the firm.
Assurance Manager - Business Services RSMAssurance Manager - Business ServicesNew York, NY$89,800–$170,500 / yearSupervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment. If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
Lead Merchant Services Product Sales Consultant, Corporate Banking Wells Fargo & CoLead Merchant Services Product Sales Consultant, Corporate BankingNew York, NY$143,000–$224,000 / yearThey 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. Success requires demonstrated sales leadership, the ability to translate market insights into actionable strategies, and a commitment to sharing knowledge and collaborating within a high-performing team environment to achieve collective business objectives and exceptional client outcomes.
Associate Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpAssociate Wealth Advisor, Schwab Wealth AdvisoryStamford, CTCoachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
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.
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.
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.
Associate, Hospitality Services NYU Langone HealthAssociate, Hospitality ServicesMineola, NY$50,647.39Full timeIn this role, the successful candidate Leads Hospitality Associates to perform cleaning tasks, as assigned, to maintain a clean, sanitary environment for our patients, visitors and co-workers through general cleaning tasks in patient rooms, offices, hallways and other areas as assigned. NYU Langone Hospital—Long Island is a 591-bed university-affiliated medical center, which offers sophisticated diagnostic and therapeutic care in virtually every specialty and subspecialty of medicine and surgery.
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.
Financial Advisor-Stamford, CT (Multiple-Levels) The Toronto-Dominion BankFinancial Advisor-Stamford, CT (Multiple-Levels)Stamford, CT$66,560–$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. Counsel - Corporate Banking Products and Services The Toronto-Dominion BankSr. Counsel - Corporate Banking Products and ServicesNew York, NY$160,000–$264,000 / yearOngoing 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. Department Overview: The Corporate Products and Services (CP&S) Legal Team supports the Commercial Banking organization, covering deposits, payments and cards, treasury management, merchant services, and digital platforms for small business, commercial and government customers.
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.
Investment Banking Associate - Business Services Bank of America CorpInvestment Banking Associate - Business ServicesNew York, NY$200,000–$225,000 / yearResponsibilities:Conducts comprehensive company and industry research, preparing presentation materials for clientsParticipates in specific client and deal teams, supporting financial and statistical analyses and structuring and execution activitiesAssists clients with raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other types of financial transactionsDevelops and maintains complex financial models and performs various financial analyses, including valuations and merger consequencesSupports origination efforts, evaluation of new opportunities, and execution of deals, working on a broad scope of assignments and products across multiple sectorsAssists in coordinating and executing information in collaboration with product groupsSkills:Analytical ThinkingData VisualizationFinancial AnalysisOral CommunicationsProfitability AnalysisAttention to DetailBusiness AcumenBusiness AnalyticsData Quality ManagementFinancial Forecasting and ModelingDue DiligenceMarket AnalysisProcess ManagementRecruitingResearchShift: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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Deals Services - Supervisor, Strategic Finance and FP&A, Advanced Decision Modeling RSM US LLPDeals Services - Supervisor, Strategic Finance and FP&A, Advanced Decision ModelingNew York, NY$101,000–$203,000 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
J.P. Morgan Wealth Management - Private Client Advisor - Farmingdale, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Farmingdale, NYFarmingdale, NYUsing 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.
NewSenior Manager, NYFS Insurance Business Tax Services KPMGSenior Manager, NYFS Insurance Business Tax ServicesStamford, CTLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
Enterprise Account Executive, Financial Services New York, NY Box IncEnterprise Account Executive, Financial Services New York, NYNew York, NY$238,000–$297,500 / yearOrchestrate the extended team (Solutions Engineering, Security/Compliance, Industry Advisors, Customer Success, Marketing, Legal, Finance, and Partners/SIs) to deliver compelling, value-based solutions. Create and accelerate pipeline through high-velocity prospecting (email, social, events, partners) and executive-level discovery, delivering tailored value narratives tied to FSI outcomes.
Enterprise Account Executive, Greenfield Financial Services (New York, NY) BoxEnterprise Account Executive, Greenfield Financial Services (New York, NY)New York, NY$238,000–$297,500 / yearOrchestrate the extended team (Solutions Engineering, Security/Compliance, Industry Advisors, Customer Success, Marketing, Legal, Finance, and Partners/SIs) to deliver compelling, value-based solutions. Create and accelerate pipeline through high-velocity prospecting (email, social, events, partners) and executive-level discovery, delivering tailored value narratives tied to FSI outcomes.
Associate, SEC Financial Reporting - Short Hills, NJ Blue Owl Capital IncAssociate, SEC Financial Reporting - Short Hills, NJNJ$105,000–$115,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Work closely and develop strong working relationships within the team, finance/accounting group and other internal departments, including product fund accounting, platform, legal and compliance, corporate development, investor operations, marketing and investor relations teams.
Financial Reporting & Analytics, Associate Blue Owl Capital HoldingsFinancial Reporting & Analytics, AssociateShort Hills, New JerseyAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. The ideal candidate is equally comfortable preparing tie‑outs and disclosure support as they are building dashboards, automating reconciliations, and improving data quality across complex datasets.
Associate, Financial Reporting - Short Hills, NJ Blue Owl Capital HoldingsAssociate, Financial Reporting - Short Hills, NJShort Hills, New JerseyAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Work closely and develop strong working relationships within the team, finance/accounting group and other internal departments, including product fund accounting, platform, legal and compliance, corporate development, investor operations, marketing and investor relations teams.
Associate/Assistant Vice President, Financial Planning & Analysis Antares CapitalAssociate/Assistant Vice President, Financial Planning & AnalysisNew York, NY$120,000–$135,000 / yearSpecific tasks and projects will cover 1) financial modeling of income, balance sheet and cash liquidity needs, 2) preparation of asset management budgets and forecasts by fund and in aggregate, 3) the creation and enhancement of management reporting for actual asset management results by product, 4) expense monitoring, and 5) other ad hoc financial projects related to asset management as requested by the CFO, executive committee, board of directors as well as the Company's strategic owners. Strategic thinking and decision making: Uses solid business knowledge and data to make logical decisions about complex day-to-day technical and operational problems, improves existing solutions, plans ahead, and ensures work reflects stakeholder needs and broader organizational impacts.
Business Development Manager - Soundview Morgan StanleyBusiness Development Manager - SoundviewPurchase, NY$110,000–$190,000 / yearAs part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. 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.
Business Development Manager - NYC Wealth Center | Midtown North Morgan StanleyBusiness Development Manager - NYC Wealth Center | Midtown NorthNew York, NY$110,000–$185,000 / yearKey Responsibilities: • Working knowledge of the Firm's entire suite of products and tools • Ability to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner • Deeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional priorities • Ability to develop strategic and tactical business plans to drive positive results • Ability to continuously grow and develop Financial Advisors practices through training, education, and one on one conversation • Effectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resources • Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods • Desk-to-desk rollout of key initiatives • Deep dive book reviews and segmentation • Tactical campaigns • Procurement and facilitation of outside resources. As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives.
Alternative Investment Technical Specialist Bank of America CorpAlternative Investment Technical SpecialistNew York, NY$200,000–$258,500 / yearThe Specialist will have direct coverage of advisors and third-party asset managers and will serve as an essential resource in the creation, presentation, and execution of customized proposals to UHNW and Institutional clients. Job Description: The Alternative Investment Technical Specialist associate will provide support to the firm's Financial Advisors and clients on a suite of hedge fund products in order to drive utilization of those products.
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.
NewSenior Financial Aid Specialist, Operations BERGEN COMMUNITY COLLEGESenior Financial Aid Specialist, OperationsParamus, NJ$56,000–$65,000 / yearResponsibilities include but are not limited to: Coordinates and administers all facets of one or more aid programs and/or major office operations with a strong customer service orientation including application process, grant/scholarship program, SAP review and processing, monitoring of student enrollment status, recalculation of aid eligibility, end of year reconciliation and reporting, and consumer information support. The Senior Financial Aid Specialist coordinates and administers all facets of one or more aid programs and/or major office operations; ensures that programs and/or office operations are managed effectively, efficiently, with a strong service orientation, and in compliance with federal, state, and institutional regulations.
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.
Tax Experienced Manager, Transaction Advisory Services, Special Projects (M&A) BDO USA PCTax Experienced Manager, Transaction Advisory Services, Special Projects (M&A)New York, NY$150,000–$200,000 / yearJob Summary: The Tax Experienced Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. With technical guidance from upper management, identifies and analyzes tax risks and opportunities while advising both strategic and financial buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses.
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.
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.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New JerseyNJUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New JerseyEdison, 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.