Revenue Accounting - Senior Associate CAIS GroupRevenue Accounting - Senior AssociateNew York, NY$85,000–$120,000 / 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. This high-impact role will own end-to-end revenue and AR processes across multiple subsidiaries and business lines, lead the utilization and optimization of revenue automation tools, and serve as a key contributor during month-end and year-end close.
Revenue Accounting - Senior Associate CAISRevenue Accounting - Senior AssociateNew York, New York$85,000–$120,000 / 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. This high-impact role will own end-to-end revenue and AR processes across multiple subsidiaries and business lines, lead the utilization and optimization of revenue automation tools, and serve as a key contributor during month-end and year-end close.
NewDirector, Private Client Services – Family Office Alvarez & Marsal Tax, LLCDirector, Private Client Services – Family OfficeNew York, NYFull timeAs a Director within Private Client Services, you will: Provide multiple clients with a variety of accounting and support services including but not limited to the following: Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
Senior Associate, Credit Technology Ares OperationsSenior Associate, Credit TechnologyNew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Reporting to the VP, Credit Engineering Lead, this role will serve as an early-career hands-on software engineer, working with senior engineers to build applications, APIs, data services, and platform capabilities across the credit investment lifecycle, including deal origination, underwriting, portfolio monitoring, risk management, and investment analytics. .
NewFinancial Advisor (Multiple Levels)- Ramsey, NJ TD BankFinancial Advisor (Multiple Levels)- Ramsey, NJRamsey, New Jersey$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.
Financial Advisor- Astoria, NY TD BankFinancial Advisor- Astoria, NYAstoria, New York$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.
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations Houlihan Lokey Europe GmbHExperienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple LocationsNew York, NY$75,000–$120,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Scope: Within our Portfolio Valuation Complex Securities practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple Locations Houlihan Lokey Europe GmbH2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple LocationsNew York, NY$80,000–$95,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our PV practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
NewSenior Solution Engineer, Financial Services Snowflake IncSenior Solution Engineer, Financial ServicesNew York, NY$220,000–$288,750 / yearIn this role you will work directly with the sales team and channel partners to understand the needs of our customers, strategize on how to navigate winning sales cycles, provide compelling value-based demonstrations, support enterprise Proof of Concepts, and ultimately close business. The following represents the expected range of compensation for this role: This role is eligible to participate in Snowflake''s commission plan and it is common for employees in this role to receive total on-target earnings of $220,000 - $288,750.
Nonqualified Deferred Compensation - Plan Consultant Morgan StanleyNonqualified Deferred Compensation - Plan ConsultantPurchase, NY$115,000–$185,000 / 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. Position Summary: The NQDC Plan Consultant will serve as a strategic consulting resource for corporate clients and internal Morgan Stanley partners on matters related to nonqualified deferred compensation plan design, plan functionality, participant experience, governance, competitive positioning, funding considerations, and plan optimization.
Associate Director, Client Services WhalarAssociate Director, Client ServicesNew York, NYSitting at the intersection of clients, creators, and cross-functional teams, you'll ensure exceptional campaign execution while serving as a trusted strategic advisor who consistently delivers outstanding client experiences. Success in this role means building lasting client relationships, developing exceptional talent, and delivering creator marketing programs that produce measurable business impact.
Deals - Financial Due Diligence, Insurance Risk Management Services, Senior Manager PricewaterhouseCoopers LLPDeals - Financial Due Diligence, Insurance Risk Management Services, Senior ManagerNew York, NY$124,000–$280,000 / yearPreference for at least one of the following fields of study: Accounting, Actuarial Science, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Economics, Finance, Health Administration/Public Health, Mathematics/Statistics, Risk Management/Insurance. As a Senior Manager in Deals - Financial Due Diligence, Insurance Risk Management Services, you will provide strategic advice and business diligence services to clients navigating mergers, acquisitions, and divestitures.
Financial Accounting Advisory Director RSMFinancial Accounting Advisory DirectorNew York, NY$126,500–$254,700 / 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.
Financial Accounting Advisory Manager RSMFinancial Accounting Advisory ManagerNew York, NY$88,900–$168,300 / 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.
Financial Planning And Design Coordinator With Life Insurance Product Expertise Edgewood Partners Insurance CenterFinancial Planning And Design Coordinator With Life Insurance Product Expertise1140 Avenue of the Americas 8th Floor, NY$75,000–$90,000 / yearOur clients include RIAs, P&C and Employee Benefit professionals, CPA and Law Firms, to private equity firms, high and ultra-high-net-worth individuals and corporations all counting on us to provide world class solutions and experience within the insurance and risk management space. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Financial Services-Senior Consultant Guidehouse IncFinancial Services-Senior ConsultantNew York, NY$107,000–$178,000 / yearWhat You Will Do: As a Senior Consultant in Guidehouse's Commercial Financial Services practice, you will play a key role in delivering client engagements by analyzing problems, developing solutions, and supporting implementation efforts. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
Services Global Solution Sales Senior Manager, Industrials - Director Citigroup IncServices Global Solution Sales Senior Manager, Industrials - DirectorNew York, NY$200,000–$300,000 / yearCiti is seeking a Services Solution Sales Senior Manager to lead senior-level client relationships and drive new business growth across a portfolio of North America-headquartered Industrials clients, operating within a global business that serves clients across 94 markets in Payments, Liquidity, Trade, and Securities Services. Advise clients at a senior level on complex cash management, liquidity, trade finance, and working capital solutions, acting as a trusted strategic partner across their global operations.
2027 Summer Intern - Executive Office - Strategy & Operating Services- Junior Federal Reserve Bank of Philadelphia2027 Summer Intern - Executive Office - Strategy & Operating Services- JuniorNew York, New YorkThe Executive Office’s Strategy and Operating Services (SOS) team at the Federal Reserve Bank of New York NY is responsible for working with senior leadership to develop the strategic priorities for the organization, communicate the strategic priorities to key stakeholders, while driving strategic and operating management transparency to support the successful execution of the Bank’s strategic plan. Always verify and apply to jobs on Federal Reserve System Careers ( https://rb.wd5.myworkdayjobs.com/FRS ) or through verified Federal Reserve Bank social media channels.
Financial Professional - NY, New York (5256) Equitable Financial Life Insurance CompanyFinancial Professional - NY, New York (5256)New York, NY$250–$1,000419104'',''true'',''419104'',''false'',''Submission for the position: Financial Professional - NY, New York (5256) - (Job Number: 260000CO)'',''false'',''419104'',''false'',''true'',''Financial Professional - NY, New York (5256)'',''260000CO'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Financial Professional - NY, Melville (5251) Equitable Financial Life Insurance CompanyFinancial Professional - NY, Melville (5251)Melville, NY$250–$1,000418503'',''true'',''418503'',''false'',''Submission for the position: Financial Professional - NY, Melville (5251) - (Job Number: 260000BP)'',''false'',''418503'',''false'',''true'',''Financial Professional - NY, Melville (5251)'',''260000BP'',''UNITED STATES-NY-Melville'',''UNITED STATES-NY-Melville'','''','''',''Equitable Advisors'',''Equitable Advisors'',''Full-time'',''Full-time'',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.