Sales Advisor - Sony ActionlinkSales Advisor - SonyHartsdale, NY$19–$21 / hourIf you enjoy engaging customers, demonstrating innovative technology, and delivering results, this is your opportunity to represent a global leader in entertainment and home cinema solutions. What you will do: Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology.
Membership Sales Advisor Genesis Health ClubsMembership Sales AdvisorMt. Kisco, NYFull timeMainly responsible for leading and participating in all sales related areas including prospecting, new member sales and member retention. Genesis Health Clubs is seeking Membership Sales Advisors to assist in the financial growth and success of the Clubs.
Cyber Security Technical Advisor (GRC), AVP MUFG Americas Holdings CorpCyber Security Technical Advisor (GRC), AVPJersey City, NJ$113,000–$168,000 / yearHigh technical knowledge across Cybersecurity domains such as Identity Access Management, Data Security, Configuration Management, Log Generation, Incident Response, security risk assessment/testing methodologies, Secure Software Development Lifecycle, evaluating the adequacy and efficiency of internal controls; and identifying issues resulting from internal and/or external compliance examinations especially in cloud environments. Regulatory Knowledge: Knowledge of domestic and international banking regulations (Reg W, Basel II, FFIEC, GDPR, etc.) and experience with enforcement agencies oversight activities (regulatory examinations, matters requiring attention (MRAs), consent orders, etc.) within a global systemically important financial institution's information technology and information security environments.
NewAssociate - US Capital Markets Financial Crimes KYC Advisory Royal Bank of CanadaAssociate - US Capital Markets Financial Crimes KYC AdvisoryJersey City, New Jersey$85,000–$145,000 / yearThis role involves supporting the Capital Markets Financial Crimes Advisory team on day to day operations inclusive of conducting risk-based reviews of Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD), handling regulatory referrals, and contributing to Financial Crimes policy and program enhancements. Coordinate the ongoing implementation and refinement of customer profiles under the Customer Due Diligence rule, Section 312, 313(a), and 319(b) (Foreign Financial Institutions) to comply with internal procedures, satisfy regulatory requirements and ensure adequate enhanced due diligence of high-risk customers.
Financial Services Representative - State Farm Agent Team Member Soribel Almanzar - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberStamford, CTFull timeBy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience.
Director-Financial Reporting -Net Patient Revenue-ABQ Presbyterian Healthcare ServicesDirector-Financial Reporting -Net Patient Revenue-ABQNJStarting with Reverend Cooper who began our journey in 1908, the hard work of thousands of physicians, employees, board members, and other volunteers brought Presbyterian from a tiny tuberculosis sanatorium to a statewide healthcare system, serving more than 700,000 New Mexicans. This role will play a central part in implementing new revenue analytics and estimation technologies, including Kodiak Revenue Cycle Analytics, while partnering with Revenue Cycle, Government Reimbursement, Financial Reporting, and Operational leadership to enhance reporting accuracy and support critical business decisions.
Clearing & Custody Wealth Management Banker Royal Bank of CanadaClearing & Custody Wealth Management BankerNew York, NY$120,000–$200,000 / yearThis role is critical to driving the adoption and expansion of our financial products and services amongst Broker-Dealers (BDs) and Registered Investment Advisors (RIAs), helping them better serve their Financial Advisors and clients with innovative lending and banking solutions. The expected salary range for this particular position is $120,000-$200,000, (New York), $99,000-$176,000, (Los Angeles, Chicago), $90,000-$160,000, (Denver, Dallas, Miami) depending on your experience, skills, and registration status, market conditions and business needs.
Wealth Management Solutions - Defined Contribution Consultant - Vice President JPMorgan Chase & CoWealth Management Solutions - Defined Contribution Consultant - Vice PresidentJersey City, NJYou will be responsible for proactively educating Advisors in Chase Wealth Management and JPMorgan Advisors about the DC Consulting Program and promoting its adoption; cultivating a network of specialist advisors within the assigned territory; driving program engagement across the territory; and partnering directly with Advisors and their plan sponsor prospects/clients to lead consultative discovery, position our retirement plan consulting services, and drive opportunities through to close. As the Solutions Team Vice President, you will be a key member of the Defined Contribution (DC) Consulting team and will serve as a territory-based sales and consulting partner to a designated group of Financial Advisors focused on small and large business retirement plans.
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.
Client Service Associate - Massapequa, NY LPL FinancialClient Service Associate - Massapequa, NYWantagh, New YorkThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Wealth: Sr Portfolio Manager BRC Group Holdings IncWealth: Sr Portfolio ManagerNY$125,000–$175,000 / yearPortfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each models specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firms financial advisors.
Sr. Manager, Advised 401k Sales Betterment Holdings IncSr. Manager, Advised 401k SalesNew York City, NY$240,000–$280,000 / yearBuild feedback loops between your team and Business Development so learnings from the field (what''s working with advisors, where deals stall, what firms are asking for) shape how BD sources and prioritizes future partnerships. Our Commitment to Your Total Well-being: We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options.
Global Wealth Management UBS Group AGGlobal Wealth ManagementNew York, NY$179,088–$250,000 / yearPosition requires experience with the following: Wealth management advisory services to high international net worth clientele; managing and developing client relationships and establishing strategies for acquiring new private clients, business development and risk management; Portfolio construction and asset allocation among all asset classes including mutual funds (equity and fixed income), hedge funds, private equity, real estate, structured notes, bonds (corporate and sovereign); Selecting alternative investments such as cash, fixed income, equities, foreign currencies, commodities, and discretionary asset management on behalf of clients; Formulating hedge fund and option strategies; Evaluating global financial and economic factors and financial accounting reports to measure and track business and financial performance; Developing comprehensive investment strategies and programs for offshore investors. Alternate Education & Experience Requirement: Bachelor's degree or foreign equivalent in Business Administration, Finance, Economics, or a related field of study and 10 years of experience in the job offered or 10 years of experience as a Client Advisor, Wealth Management or a related occupation in lieu of Master's degree and 8 years of experience.
Wealth Planner Cerity PartnersWealth PlannerNew York City, New YorkExceptional issue spotting and problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Onboarding of new clients: collect new client information, and work with each new client to ensure accurate completion of PCA and appropriate forms from custodian.
Sales Advisor Richemont North AmericaSales AdvisorNew York, New York$26–$28 / hourAble to identify potential sales leads; perform targeted and diligent follow-up generating product selling opportunities at the Boutique. Our whole aim is to continue our tradition with new, outstanding products, very much in keeping with Lange's claim: State-of-the-art tradition.
Wealth Market Manager - NYC - Tri-state M&T Bank CorpWealth Market Manager - NYC - Tri-stateNew York, NY$192,200–$356,900 / yearEducation and Experience Required: Bachelor's degree and a minimum of 11 years related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years higher education and/or work experience, including a minimum of 11 years related wealth management, investment, trust or estate planning experience working with complex tax and legal issues. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.
JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning EngineJersey City, NJDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
AVP, Growth Manager LPL Financial Holdings IncAVP, Growth ManagerNew York, NY$99,910–$166,448 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Lead, Structured Finance Fluidstack LtdLead, Structured FinanceNew York, NY$200,000–$275,000 / yearPartner cross-functionally across the business Work closely with development, power, site selection, legal, and technology teams to gather inputs for financial analyses, pressure-test commercial assumptions, and ensure financing structures are grounded in operational reality. Support equity-linked and warrant structuring Analyze and help negotiate warrant agreements, equity co-invest structures, and other instruments issued in connection with strategic credit support or partnership arrangements.
Quantitative Engineer Vise IncQuantitative EngineerNew York, NY$190,000–$270,000 / yearAs we build the future of wealth management, you will partner closely with our investment strategy and core engineering teams, as well as our Chief Investment Officer to build sophisticated investment models which shape our portfolio construction and portfolio insights. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor''s behalf; Vise charges an AUM fee for its services.