AMP Financial Advisor - New York, NY Raymond James Financial IncAMP Financial Advisor - New York, NYNew York, NY$62,353.20–$87,500 / years66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Deals Valuation - Financial Analytics & Derivatives (FAD) - Senior Associate PricewaterhouseCoopers LLPDeals Valuation - Financial Analytics & Derivatives (FAD) - Senior AssociateNew York, NY$77,000–$202,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Associate Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpAssociate Wealth Advisor, Schwab Wealth AdvisoryStamford, CTCoachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Senior Associate, Internal Audit Ares OperationsSenior Associate, Internal AuditNew 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. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Investment Product Management Associate Rockefeller Capital ManagementInvestment Product Management AssociateStamford, ConnecticutFull timeSupport ongoing post-launch product management activities across all RGIM platform product types, including modifications and enhancements to existing products; provide product ownership and expertise; manage workflow related to new subscriptions and redemptions between investor and administrator, identify and implement process improvements, respond to internal and external reporting requirements, take lead on ad hoc requests, and participate in special projects. The successful candidate will partner closely with colleagues across Distribution, Investor Services, Operations, Legal & Compliance, Finance, Portfolio Management, Trading, Performance & Risk, and external service providers to help ensure our product platform remains operationally robust, scalable, and positioned for long-term growth.
Senior Associate, Investment Operations - Private Oaktree Capital ManagementSenior Associate, Investment Operations - PrivateNew York, NY$145,000–$165,000 / yearThe Senior Associate will be responsible for executing and supporting operational activities within the private credit deal lifecycle, and will have a strong understanding of the processes, documentation, data management, and counterparty communication required to execute transactions and administer assets post-close. Outstanding organization skills with extremely high attention to detail; Outstanding initiative and a strong work ethic; Responsible with a strong sense of dedication; Excellent interpersonal, verbal and written communication skills; Works well under pressure and with time constraints; and.
Senior Associate Commercial Loan Servicing, Jericho Banco Santander (Brasil) SASenior Associate Commercial Loan Servicing, JerichoNYThe Difference You Make: The Associate, Commercial & Wholesale Operations is responsible for supporting all Back Office related activities covering all aspects of their aligned product/business area to ensure the efficient delivery of all products and services (i.e. interpreting credit agreements related to various loan/fee accruals, calculations as well as ongoing/ad-hoc reconciliation and remediation, for commercial loan/letter of credit products, which include new loans, modifications and extensions.) to the Bank's clients while developing and maintaining direct contact and good working relationships with existing clients and internal stakeholders. Education: Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required.
Senior Associate, Construction Loan Servicing, Jericho N.Y. Banco Santander (Brasil) SASenior Associate, Construction Loan Servicing, Jericho N.Y.NYThe incumbent handles analytical components (i.e. interpreting credit agreements) related to various loan/fee accruals, calculations as well as ongoing/ad-hoc reconciliation and remediation, for commercial loan/letter of credit products, which include new loans, modifications and extensions. Specialist, Commercial & Wholesale Operations is loan/letter of credit booking, funding, payments and maintenance for the defined lines of business, or executing related controls, utilizing the systems and processes defined by management.
Senior Client Services Project Manager - 2Nd Shift Toppan MerrillSenior Client Services Project Manager - 2Nd ShiftNew York, NY$40–$55 / hourYou will work closely with clients and our internal consulting, product support, sales, and service teams assisting customers as the primary point of contact for all disclosure document needs. Toppan Merrill strives to provide our employees and loved ones with competitive benefits including: Enhanced Medical, Dental, Vision and Life insurance for employees and dependents.
NewResident Services Manager - Assisted Living Benchmark Senior LivingResident Services Manager - Assisted LivingMilford, CTParticipates in daily Stand-Up Meetings, weekly Department Head Meeting, Resident at Risk meetings, Resident Move In, Resident Tracking Meeting and Associate RYG meetings as scheduled with the Executive Director and community team. The Assisted Living Care Director is responsible for hiring, supervising, educating, developing, supporting, and coaching all Resident Care Associates; customer and family relations; quality assurance; regulatory compliance and financial management.
Services Sales Lead IntappServices Sales LeadNy, NYWorking closely with Account Executives, Solution Advisory, and Delivery teams, this role identifies, positions, and closes services opportunities that help clients achieve successful outcomes with Intapp solutions. To apply for this Services Sales Lead role, you will ideally have: 8+ years of quota-carrying sales experience, including 3+ years selling professional services, implementation, or consulting engagements, with demonstrated attainment against annual services bookings targets.
Senior Associate, Financial Planning & Analysis Ares OperationsSenior Associate, Financial Planning & AnalysisNew York, New York$135,000–$165,000 / yearAres 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. The team is responsible for various projection models, fund forecasting and other corporate finance functions, and works closely with numerous groups across the organization, including Credit investment professionals and senior management as well as investor relations, fund accounting, business operations, portfolio management and technology teams.
Financial Services Program Executive VP Salesforce.com, Inc.Financial Services Program Executive VPNew York, NY$212,700–$374,400 / yearWhite space becomes pipeline and internal alignment sustains it: you proactively build and expand business relationships which enable Salesforce to support, transform and win business that delivers mutual value, working hand in hand with Sales, Success, Technology & Product, and Support to drive customer adoption initiatives and maintain alignment as One Salesforce. The delivery team performs at a higher level because you're in it: you effectively lead, inspire, and uplift Salesforce Professional Services team members - coaching them to perform at a higher level while contributing to the internal processes, artifacts, and methodologies that raise the floor for service delivery across our most strategic accounts.
Senior Manager, Accounting And Financial Advisory Services Baker Tilly Virchow Krause, LLPSenior Manager, Accounting And Financial Advisory ServicesNew York City 66 Hudson Blvd E, NY$179,850–$340,970 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Partner - Financial Services Slalom IncClient Partner - Financial ServicesNew York, NY$200,000–$260,000 / yearClient Partners are accountable for both opportunity identification and the active leadership of delivery across their accounts, remaining deeply involved in execution and working closely with Slalom teams to drive strong client outcomes and long-term impact. Primary responsibilities include representing Slalom's consulting and technical services within assigned accounts, setting strategic direction, driving delivery excellence, leading teams, and owning revenue growth and account health.
Manager, Finance & Ops - Nursing & Patient Care Services (3 yrs min Supervisory, Financial & Analytical experience; Master's Degree & Healthcare exp HIGHLY preferred!) NYU Langone HealthManager, Finance & Ops - Nursing & Patient Care Services (3 yrs min Supervisory, Financial & Analytical experience; Master's Degree & Healthcare exp HIGHLY preferred!)New York, NY$101,493.51–$137,592Full timeWorks to improve collaboration, communication, and implementation of sustainable labor and capital improvement projects within the hospital and supports the Departments of Nursing and Patient Care Services Operations by contributing to the development, implementation, and success of hospital-wide operational projects and initiatives. In this role, the successful candidate Under the direction of the Senior Director of Operations, manages, plans, organizes, evaluates, and supports the overall operating budgets for the Departments of Nursing and Patient Care Services at NYU Langone Health.
Financial Solutions Advisor - S. Brooklyn /Staten Island Market Bank of America CorpFinancial Solutions Advisor - S. Brooklyn /Staten Island MarketBrooklyn, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Services Representative II - Hauppauge Teachers Federal Credit UnionFinancial Services Representative II - HauppaugeHauppauge, NY$24–$27 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative II - North Babylon Teachers Federal Credit UnionFinancial Services Representative II - North BabylonNorth Babylon, NY$24–$26.50 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative II - Amityville Teachers Federal Credit UnionFinancial Services Representative II - AmityvilleAmityville, NY$24–$27 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.