Transactional Deposits Product Manager - Assistant Vice President Morgan StanleyTransactional Deposits Product Manager - Assistant Vice PresidentNew York, NY$85,000–$140,000 / yearThe Morgan Stanley U.S. Banks (Morgan Stanley Private Bank, National Association and Morgan Stanley Bank N.A.) offer a range of deposit products including Transactional Deposit products (i.e., Bank Checking Accounts on the E TRADE Platform and CashPlus Brokerage Account on the Morgan Stanley Platform) for Morgan Stanley clients across various channels. 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.
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.
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate JPMorgan Chase & CoProduct Designer, Advisor Experience - Private Bank Digital, Senior AssociateJersey City, NJIn this role, you will be at the forefront of redefining how advisors interact with digital products and services-delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex financial journeys. If you are passionate about experience design, eager to deliver transformative solutions, and ready to make a lasting impact on the future of private banking, we invite you to join our global design team to help define the next era of digital experiences.
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.
Associate, Financial Resource Management (FRM) – xVA Structuring and Optimization TD BankAssociate, Financial Resource Management (FRM) – xVA Structuring and OptimizationNew York, New YorkAs part of the xVA Desk, the team partners closely with Sales, Trading, Structuring, Quantitative Analytics, Risk Management, Treasury, and Technology to ensure that derivative pricing appropriately reflects the economic cost of the bank's resources while supporting client activity and business growth. 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.
Portfolio & Trading Solutions – Portfolio Management, Vice President Morgan StanleyPortfolio & Trading Solutions – Portfolio Management, Vice PresidentNew York, New York$115,000–$190,000 / yearThe Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. With more than $280 billion already under management, Morgan Stanley’s Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns.
Insured Solutions Sales Desk - Hybrid, VP Morgan StanleyInsured Solutions Sales Desk - Hybrid, VPNew York, New York$115,000–$190,000 / 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. These responsibilities are both strategic (e.g., identifying market opportunities, developing a plan, and executing in partnership with home office, regional management and local resources) and tactical (e.g., “get things done”, delivering results against specific targets) in nature.
Portfolio & Trading Solutions - Portfolio Management, Vice President Morgan StanleyPortfolio & Trading Solutions - Portfolio Management, Vice PresidentNew York, NY$115,000–$190,000 / yearThe Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. With more than $280 billion already under management, Morgan Stanley's Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns.
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.
NewAdvisory Program Product Specialist Job Description Oppenheimer Holdings IncAdvisory Program Product Specialist Job DescriptionNew York, NY$70,000–$80,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This role works closely with Financial Advisors, Compliance, Program Administration, and Technology teams to support Financial Advisor Directed and Discretionary Advisory Programs and related business initiatives.
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.
Capital Markets Client Service Associate - Vn2872 Marex Group, Plc.Capital Markets Client Service Associate - Vn2872New York, NY$125,000–$145,000 / yearThe primary function initially will be to provide the numerous Capital Markets trading desks with a central point of contact for onboarding, working closely with the various control and support functions that support onboarding, such as legal, credit, compliance and of course the KYC/onboarding team. Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets.
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.
Vice President, Infrastructure Services The Bank of New York Mellon CorpVice President, Infrastructure ServicesJersey City, NJ$83,000–$155,000 / yearIn this role, youll make an impact in the following ways: Lead technology cost transparency and cost allocation activities using Apptio, ensuring infrastructure and platform costs are accurately aligned to products and services through approved allocation methodologies. Partner with Service Owners, Product Managers, Finance, and Engineering teams to analyze, validate, and communicate service cost structures, including direct, indirect, and vendor costs across technology domains.
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.
Financial Institution Associate Claim Counsel The Travelers Companies IncFinancial Institution Associate Claim CounselManhattan, NY$89,800–$148,300 / yearFollow operational policies to analyze, investigate, and resolve Financial Institution liability claims involving bank, asset management and insurance company accounts of varying levels of severity with active supervision from claims management. Prepare and present reports for management that accurately reflect loss development, potential/actual financial exposure, reserve adjustments, coverage issues, and claim and recovery strategies.
Cash Management Client Service - Associate SMBCCash Management Client Service - AssociateNew York, NY$80,000–$105,000 / yearSMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.
Associate 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.
Client Service Associate, Communications Aon PlcClient Service Associate, CommunicationsNew York, NYRemote$52,000–$60,000 / yearCovala embodies our dedication to forming powerful bonds with our clients and plan participants - connecting them to the benefits they need and the service they Position Summary: The Communications Associate position is a central role within the organization, responsible for crafting enrollment communications and maintaining the structure and day-to-day materials of the Communications team. The focus of this position is the creation and customization of electronic and print communications, as well as enrollment portals, to meet the specific needs of institutional clients for enrollment and policy retention campaigns.