Sales Executive, Financial Services - Associate Director, New York - BCM Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, New York - BCMNew York, NY$265,650–$305,550 / 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. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATStamford, CT$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
M&A Financial Due Diligence Data Analytics Senior Consultant Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Senior ConsultantMorristown, NJ$110,700–$218,300 / yearAn in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets - this includes managing the entire M&A lifecycle. We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, and sustainability.
Financial and Regulatory Director U.S. BankFinancial and Regulatory DirectorEdison, New YorkIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, the documentation and set-up of the accounting principles for unusual investment types, and processing of complex expense and incentive fee calculations and reconciliation.
NewFinancial And Regulatory Director US BankFinancial And Regulatory DirectorEdison, NJ$148,495–$174,700 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, the documentation and set-up of the accounting principles for unusual investment types, and processing of complex expense and incentive fee calculations and reconciliation.
NewFinancial & Regulatory Reporting Manager US BankFinancial & Regulatory Reporting ManagerNew York, NY$111,605–$131,300 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.
Sales Executive, Financial Services - Associate Director, New York - Insurance Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, New York - InsuranceNew York, NY$265,650–$305,550 / 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. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Investment Banking, Financial Institutions, Sr Associate Citigroup IncInvestment Banking, Financial Institutions, Sr AssociateNew York, NY$175,000–$225,000 / yearThe Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Senior Banker II - Newport Center Financial Center Bank of AmericaSenior Banker II - Newport Center Financial CenterJersey City, New JerseyResponsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. • In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
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.
Vice President, Divisional Annuity Specialist JPMorgan Chase & CoVice President, Divisional Annuity SpecialistJersey City, NJConduct calls with financial advisors and clients to educate on annuity products - additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption. Morgan''s Wealth Management divisions (Chase Wealth Management and JPMorgan Securities) by leveraging annuity solutions to address client investment and income needs within the Goals Based Advice Framework.
Life Insurance Specialist - VP JPMorgan Chase & CoLife Insurance Specialist - VPJersey City, NJOur products, tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged asset growth, guaranteed income, and financial security for their families and businesses. Conduct calls with financial advisors and clients to educate on life insurance products - additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption.
J.P. Morgan Wealth Management - Market Director of Wealth - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Market Director of Wealth - New JerseyMorristown, 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.
Client Service Specialist Jambalaya GroupClient Service SpecialistNew York, NY$85,000–$110,000 / yearYou will support the full client-service cycle—from preparing for client and prospect meetings and coordinating account and insurance workflows to maintaining CRM records, managing follow-up, supporting financial-planning activities, and helping advisors identify opportunities for clients. Our New York City team is growing, and we are looking for an experienced Client Service Specialist who can provide high-level support to our advisors while helping deliver an exceptional experience for our clients.
Senior Product Business Analyst Envestnet IncSenior Product Business AnalystNY$86,000–$107,500 / yearPerforms end-to-end analysis across systems, integrations, business processes, data flows, reporting, and user workflows, partnering with Product Management and Engineering teams to evaluate solution alternatives and recommend approaches that balance business value, customer needs, technical feasibility, and risk. Analyzes client feedback, operational data, competitive offerings, and market trends to identify opportunities for product improvements and influence enhancement priorities, implementation strategies, and roadmap planning.
J.P. Morgan Wealth Management - Senior Associate, Client Pricing Strategy & Design Lead JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Senior Associate, Client Pricing Strategy & Design LeadNew York, NYFull timeOwnership of specific workstreams may include but is not limited to: Develop presentations and executive materials for business executives and field leadership, Develop materials for national calls to educate advisors on strategic changes, Develop operating model and associated curriculum to educate advisors and field leaders on pricing; Build out new and enhance existing reporting and associated coaching model for field leaders. This highly visible position offers broad exposure to senior stakeholders and cross-functional partners-spanning Finance, Technology, Risk, Compliance, and our Advisor field force-while leading strategic initiatives that directly influence the largest revenue line in US Wealth Management.
Agency Financial Operations Director PfizerAgency Financial Operations DirectorNew York City, New YorkCandidate demonstrates a breadth of diverse leadership experiences and capabilities including: the ability to influence and collaborate with peers, develop and coach others, oversee and guide the work of other colleagues to achieve meaningful outcomes and create business impact. Subject to further legal review and statutory or regulatory clarification, which Pfizer intends to pursue, reimbursement of recruiting expenses for licensed physicians may constitute a reportable transfer of value under the federal transparency law commonly known as the Sunshine Act.
Premier Financial Sales Support Specialist ExtensisHRPremier Financial Sales Support SpecialistIselin, New JerseyWho You Are: The Premier Financial Sales Support Specialist serves as ExtensisHR's subject matter expert for the Premier Financial vertical, supporting Broker Sales Managers, Sales Managers, Service, Operations, Implementation, and Product teams with deep expertise in hedge funds, family offices, private equity firms, venture capital firms, registered investment advisors, and other investment organizations. The role provides industry expertise, executive credibility, and market insight throughout the client lifecycle while helping internal teams understand the unique expectations, operating models, service requirements, and business challenges of sophisticated financial organizations.
Senior Associate, Financial Services VestwellSenior Associate, Financial ServicesNew York, NY$60,000–$70,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. The ideal candidate demonstrates strong curiosity and critical thinking skills, with an ability to analyze client needs and work cross-functionally to solve problems creatively.
Vice President, Service - Global Financial Services (Healthcare) GLG IncVice President, Service - Global Financial Services (Healthcare)New York, NY$135,000–$150,000 / yearThis leader will oversee a portfolio of strategic healthcare-focused investment clients, including public market investors, while driving commercial growth, strengthening executive client relationships, and leading high-performing client service teams. The Vice President, Global Financial Services (Public Healthcare Growth) is a key commercial and people leadership role responsible for leading GLG's Public Healthcare Growth client segment within Financial Services.