Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate and Infrastructure Transactions Senior AssociateFlorham Park, NJ$77,000–$214,000 / 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 .
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.
Investment Banking - Mid Cap Business Services - Associate JPMorgan Chase Bank, N.A.Investment Banking - Mid Cap Business Services - AssociateNew York, NYFull timeWe are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap - Business Services Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
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.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateNew York, NY$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNJUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & Strategy JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & StrategyNew York, NYFull timePossess a minimum of 15 years of leadership experience in financial services, with a proven track record of managing teams, cross-functional initiatives, and influencing senior stakeholders. Hold advanced credentials such as a Master of Laws (LLM) in taxation or estate planning, Master of Science in Financial Planning, Chartered Financial Analyst (CFA®), or Certified Private Wealth Advisor (CPWA®).
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateSaddle Brook, NJ$64,100–$88,100 / yearAs a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Securities Services Attorney - Assistant Vice President JPMorgan Chase Bank, N.A.Securities Services Attorney - Assistant Vice PresidentNew York, NYFull timeWhile the full platform includes Custody, Fund Services, ETFs, Agency Securities Finance, Collateral Management, Cash and Liquidity Management, Depositary Receipts, and Digital Assets, you'll initially focus on a select number of these areas based on business needs and your expertise. You will also work with a broad range of clients-including asset managers, hedge funds, private equity funds, pension funds, banks, broker-dealers, and insurance companies-delivering solutions that span all Securities Services products.
NewAVP Operations - Settlement Services Mizuho Financial Group IncAVP Operations - Settlement ServicesNJ$85,000–$125,000 / yearMizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia.
Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPManager, CFO Advisory - Financial ServicesNew York City, NY$124,910–$236,800 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewSenior Manager - Global Business Services (GBS) - Strategy Deloitte Touche Tohmatsu LtdSenior Manager - Global Business Services (GBS) - StrategyMorristown, NJ$189,200–$372,900 / yearWe leverage Deloitte's capabilities, assets, and insights to help clients modernize enterprise functions-including Finance, HR, Technology, Procurement, and other back-office and core business functions-to improve financial and operational performance, manage risk, enable change, and increase strategic value. In this role, you will lead strategic transformation programs, design governance structures, implement new capabilities at scale, and help clients optimize functional processes through leading and emerging technologies.
Tax Senior, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax Senior, Legal Business Services - TechnologyJersey City, NJ$100,350–$205,000 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Tax - Manager, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax - Manager, Legal Business Services - TechnologyNew York, NY$134,475–$274,750 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Global Business Services (GBS) - Strategy - Senior Consultant Deloitte Touche Tohmatsu LtdGlobal Business Services (GBS) - Strategy - Senior ConsultantNew York, NY$128,000–$252,500 / yearOur mission is to help clients modernize functions which are part of their GBS organization including Finance, HR, Technology, Procurement, and other back office and core business functions, with the goal to enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations. In this pivotal role, you will drive strategic business transformation programs, architect effective governance structures, implement new capabilities on a global scale, and optimize functional processes by leveraging the latest technologies.
Risk Advisory Services Managing Director Baker Tilly Virchow KrauseLLPRisk Advisory Services Managing DirectorNew York City, NY$201,810–$382,600 / yearWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
NewExperienced Associate - Transaction Advisory Services Baker Tilly Virchow KrauseLLPExperienced Associate - Transaction Advisory ServicesNew York City, NY$63,490–$100,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewVP Marketing, Execution Services BNYVP Marketing, Execution ServicesNew York, NY$83,000–$134,000 / yearIn these roles, you'll make an impact in the following ways:Drive commercial success of BNY's Markets business line, specifically as it relates to product offerings for Execution Services (FX, Fixed Income, Equities, Buy‑Side Trading Services) by creating and executing marketing plans aligned with business priorities. To be successful in this role, we're seeking the following:Bachelor's degree in marketing, business, communications, or related field; master's degree preferred.5+ years of experience in product marketing, with a strong track record of success in the financial services industry.
Hourly Senior Office Assistant, Financial Aid Brookdale Community CollegeHourly Senior Office Assistant, Financial AidNJProvide first-line support to students and parents, answering questions related to financial aid applications, eligibility, and award processes. Experience: 2 years of related experience or an equivalent combination of education and experience from which comparable knowledge and abilities can be acquired.
NewP1 Advisor Non-Exempt Ameriprise Financial IncP1 Advisor Non-ExemptNew York, NYWork with an experienced advisor to build a personal book of business and help shape clients'' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
Regional Retirement Wholesaler Paychex IncRegional Retirement WholesalerNY$55,000–$70,000 / yearFunctions as a Subject Matter Experts to the Financial Advisors and Registered Investment Advisors community by prospecting, building, and managing relationships/partnerships on behalf of the Paychex sales force to increase referrals, sales and market awareness. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
Lead Principal Advanced Services Engineer, ERP Oracle CorpLead Principal Advanced Services Engineer, ERPNY$103,000–$264,100 / yearTechnical Solution Design: Drives technical strategy and architecture across the organization, mentoring technical leaders and ensuring alignment with business goals using broad knowledge across multiple technologies/ services. Proactively partners with customers and other account team members (e.g., TAM, Technical Leader) to understand customers'' technical projects, goals, and KPIs, and provide required technical guidance to delivery engineering team.
Associate Vice President, Engineering Managed Services with Delivery and Sales Experience Deloitte Touche Tohmatsu LtdAssociate Vice President, Engineering Managed Services with Delivery and Sales ExperienceMorristown, NJ$163,400–$322,100 / yearAs an associate vice president you will lead and support various internal applications and infrastructure and the complex programs surrounding these applications including internal consultants, near-shore, off-shore technologists and multiple vendor relationships. You will lead planning and budgeting, define deliverable structures and content, facilitate the buy-in of proposed solutions from top management levels, directing the on-time quality delivery of work, managing technology economics and risk.
Senior Principal Architect, Data & Analytics Services JPMorgan Chase Bank, N.A.Senior Principal Architect, Data & Analytics ServicesJersey City, NJFull timeAs a Senior Principal Architect at JPMorganChase within Corporate Technology - Corporate Data & Analytics Services (CDAS), you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platform products. Deep expertise in data architecture patterns: data mesh, lakehouse, canonical data modeling, domain-driven design, event-driven and streaming architectures, CQRS, and API-led connectivity .
Lead Service Financial Consultant MetLife IncLead Service Financial ConsultantNY$105,000–$145,000 / yearn n n n n n n n nn n n n nnn n n n n n n n n n n n n n n n n n n General Informationn n nn n n n n n n n n Location Cary, North Carolina n n n n n n n n n n n n n n n n n n n n n n n n n n Working Schedulen n n n Full-Timen n n n n Work Arrangementn n n n Hybridn n n n n Travel Requiredn n n n 10%n n n n n Relocation Assistan...
IB Vice President Diversified Industrials Services Stifel Financial CorpIB Vice President Diversified Industrials ServicesNew York, NYOur investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesWoodbridge, NJ$146,000–$200,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
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 Risk Senior Consultant Deloitte Touche Tohmatsu LtdFinancial Risk Senior ConsultantNew York, NY$110,700–$218,300 / yearExpertise in one or more Financial Risk domains: Credit Risk: Underwriting and portfolio credit risk across products (e.g., PD/LGD/EAD modeling support, credit policy/scorecards, risk rating systems, credit review/QA, allowance/CECL support, concentration/limit monitoring, early warning & remediation). Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
FY27 - Financial Services - Private Client Services - Tax Manager Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax ManagerNew York, NY$106,500–$195,100 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Financial Risk Manager Deloitte Touche Tohmatsu LtdFinancial Risk ManagerNew York, NY$134,500–$265,100 / yearUnderstand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
NewIT Business Manager (6 months contract) - Japanese Financial Service Cinter Technology ServicesIT Business Manager (6 months contract) - Japanese Financial ServiceNYC, NYKey Responsibilities Partner with Technology leadership to support financial planning, workforce management, reporting, and governance across the Technology organization. Important Notice Beware of scams: Cinter Technology will never contact candidates from an email address ending in @cintertechnology.work .
Associate Solution Architect, Professional Services Contentful GmbHAssociate Solution Architect, Professional ServicesNew York, NY$102,000–$138,000 / yearBy blending composability with native AI capabilities, Contentful enables dynamic personalization, automated content delivery, and real-time experimentation, powering next-generation digital experiences across brands, regions, and channels for more than 4,200 organizations worldwide. This includes leading technical and editorial training, facilitating collaborative workshops, leading public office hours with Customers and Solution Partners, and guiding teams through basic architecture definition and design.
Manager - Finance Managed Services Deloitte Touche Tohmatsu LtdManager - Finance Managed ServicesNew York, NY$134,500–$265,100 / yearWe support services across Procure to Pay, Order to Cash, Record to Report, and Financial Planning & Analysis (FP&A), helping clients move beyond traditional full-time-equivalent-based business process outsourcing models toward more autonomous, technology-enabled operations. By combining delivery experience, process knowledge, and Deloitte investments in automation, analytics, artificial intelligence, and other leading capabilities, we help clients accelerate time to value, reduce cost to serve, and improve stakeholder experience.
Portfolio Management Associate Morgan StanleyPortfolio Management AssociateRed Bank, New JerseyOur 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. • At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity.
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.
Head of AI - Financial Advisory Lazard IncHead of AI - Financial AdvisoryNew York, NY$180,000–$225,000 / yearWe believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role.
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.
Path to Advice Analyst (Strategy) Morgan StanleyPath to Advice Analyst (Strategy)Purchase, New York$58,000–$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 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.
NewCulinary Services Director Maplewood Senior LivingCulinary Services DirectorPlainsboro, NJ$75,000–$85,000 / yearDevelops and maintains a good working relationship with administration and inter-department personnel, as well as other communities to assure that the services offered can be properly maintained to meet the needs of the residents. Assures that the communities maintain a clean and safe manner assuring that food service safety and sanitation are maintained to perform services.
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.
Pt Financial Access Spec Op Yale New Haven HealthPt Financial Access Spec OpGreenwich, ConnecticutPatient 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.
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.
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.
Treasury Services Account Manager (Associate) Royal Bank of CanadaTreasury Services Account Manager (Associate)Jersey City, NJ$115,000–$135,000 / yearJob Responsibilities)Work with treasury sales on client proposals to identify appropriate Treasury solutions, perform cost/benefit analysis, competitive pricing and run profitability modelsAssist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer researchDevelop an understand clients'' Treasury cash management structure and objectivesCoordinate with product partners to develop comprehensive Treasury solutionsDevelop and understand competitors' products and positioning within the client & marketWork with treasury sales solutions throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accuratelyCoordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billingWhat do you need to succeed? (Required Qualifications, Capabilities and Skills)Bachelor''s Degree requiredMinimum of 3 of relevant banking and treasury experienceStrong interest in working with experienced Treasury partners in order to recognize a client''s cash flow needs and apply appropriate banking solutionsDemonstrates the ability to understand Treasury Solutions products, pricing philosophy, and billing process and proceduresStrong drive/ambition to develop into an individual contributor salespersonSuperior verbal and written communication skills with the ability to mobilize internal networks and resourcesTime management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environmentHighly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skillsWhat's in it for you?
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.
Tax Manager, Private Client & Family Office Services BDO International LtdTax 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.
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.
NewAssociate Wealth Advisor Novi Wealth PartnersAssociate Wealth AdvisorPrinceton, NJAt Novi Wealth Partners, we believe in delivering life-changing advice through deep relationships and client-centered planning-not pushing products or chasing trends. Create and update core planning deliverables such as cash flow projections, beneficiary reviews, tax analyses, investment plans, etc.
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.