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.
Experienced Vice President - Investment Banking, Healthcare Services Guggenheim Partners LLCExperienced Vice President - Investment Banking, Healthcare ServicesNew York, NYMaintain working knowledge of multiple client sectors, monitor key industry drivers, and assemble insights to support and enhance advisory services and new business development initiatives. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
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.
Service Operations Associate (Westport, CT) Mercer AdvisorsService Operations Associate (Westport, CT)Westport, Connecticut$29–$33 / hourToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Strategy& Health Services - Payor/Provider, Strategy Consulting Senior Associate PwCStrategy& Health Services - Payor/Provider, Strategy Consulting Senior AssociateNew York, NY$77,000–$202,000 / yearPreference for at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Economics, Engineering, Finance, Financial Mathematics/Quantitative Finance, Health Administration/Public Health, Mathematics/Statistics, Operations/Supply Chain. In this role at PwC, you will analyze client needs, offer consulting services across various strategic areas, and support clients in developing and implementing effective strategies that align with their business objectives and drive growth.
Associate Vice President, Engineering Managed Services With Delivery And Sales Experience DeloitteAssociate Vice President, Engineering Managed Services With Delivery And Sales ExperienceNew York, NY$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.
Financial Planning Team Lead Guardian LifeFinancial Planning Team LeadNew York, NY$132,420–$217,545 / yearThe role will partner closely with Group Distribution and other enterprise stakeholders to build the Guardian Wealth Partners practice, strengthen connectivity across business lines, and ensure the offering is positioned as a compelling wealth management solution for clients across different targeted segmentations ranging from mass affluent to high net worth through a combination of fully digital and hybrid engagement models. In addition to overseeing the GWP Planning team and client delivery, this leader will play a critical role in developing and executing the client acquisition go-to-market strategy for Guardian Wealth Partners, including target client segments, referral pathways, distribution partnerships, and scalable engagement models.
Manager - Finance Managed Services DeloitteManager - 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.
Senior Principal Architect, Data & Analytics Services JPMorgan Chase & CoSenior Principal Architect, Data & Analytics ServicesJersey City, NJAs 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.
Senior 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.
Energy Services Strategic Sales - Eastern US Trane Technologies PlcEnergy Services Strategic Sales - Eastern USLong Island City, NY$98,300–$229,800 / yearDL NUMBER - Driver License, Valid and in State with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless/Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years. Work collaboratively with a cross-functional internal team of Project Development, Energy Engineering, and Project Management resources to develop system-related solutions for the customer's challenges and opportunities, including financial and performance-based considerations.
Associate Director, Client Services - Account Executive Capital Rx LLCAssociate Director, Client Services - Account ExecutiveNew York, NY$163,600–$190,000 / yearPosition Overview: The Associate Director, Client Services - Account Executive is responsible for managing the planning, execution, issue resolution and day to day account executive functions of an assigned high profile but limited client portfolio and team to ensure ongoing client satisfaction in the Pharmacy Benefit Management (PBM) market segment including Employer Groups, Public Entities, and Labor/Union. Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Judi Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and.
Financial Crimes Quality Assurance Mizuho Americas Services LLCFinancial Crimes Quality AssuranceNew York, NYFull timeThe Americas Compliance Department (ACD) manages compliance risk in the United States for Mizuho Bank Ltd. and its U.S. subsidiary bank, Mizuho Bank (USA) and also provides compliance support services to Mizuho Americas LLC, the U.S. bank holding company for Mizuho Financial Group. Familiarity with laws and guidance applicable to money laundering (i.e. Bank Secrecy Act, USA PATRIOT Act etc.) Years of specialized experience in Financial Crimes Compliance or related function at a globally diversified financial services organization.
Market Financial Center Manager - Nassau South Market Bank of AmericaMarket Financial Center Manager - Nassau South MarketFar Rockaway, New YorkThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Wealth Management Associate Morgan StanleyWealth Management AssociatePurchase, New YorkProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. 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.
NewAVP, Compliance Advisor (RIA Compliance Sr Associate) Teachers Insurance and Annuity Association of America (TIAA)AVP, Compliance Advisor (RIA Compliance Sr Associate)New York, NY$87,800–$119,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). The AVP provides day-to-day compliance support for an SEC-registered investment adviser ("RIA") covering alternative strategies, including real estate and real assets, and the underlying business areas of the RIA.
Financial Advisor- (Brooklyn College), Brooklyn, NY The Toronto-Dominion BankFinancial Advisor- (Brooklyn College), Brooklyn, NYBrooklyn, NY$78,520–$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- Great Neck, Long Island The Toronto-Dominion BankFinancial Advisor- Great Neck, Long Islandgreat neck, NY$78,520–$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.
Associate, Market Risk Control - US Prime Services The Toronto-Dominion BankAssociate, Market Risk Control - US Prime ServicesNew York, NY$90,000–$125,000 / yearTotal 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. Depth & Scope: Assists in the identification of all key market risks and determines appropriate risk metrics to assess these risks; maintains thorough understanding of all key risk and risk-related issues through continual review of risk reports/related data and dialogue with relevant parties.
Experienced Associate, Industry Specialty Services BDO USA PCExperienced Associate, Industry Specialty ServicesStamford, CT$75,000–$90,000 / yearBachelor''s Degree in Business Administration, Public Administration, Nonprofit Management, Organizational Leadership or Development, Management, Economics, Finance, Public Policy, Information Technology, Data Analytics, Human Resources Management, Industrial/Organizational Psychology, or Communications, preferred. We partner with organizations to help them attain operational excellence, sharpen organizational strategy, improve business processes, modernize technology, navigate change, and effectively achieve their desired impact.