Client Associate Wells Fargo & CoClient AssociatePurchase, NY$27.88–$39.90 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
Associate Wealth Advisor Northcoast Asset ManagementAssociate Wealth AdvisorStamford, Connecticut$85,000–$90,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments.
Prime Production Services Analyst Nomura Holdings IncPrime Production Services AnalystNew York, NY$120,000–$140,000 / yearBy connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking. The ideal candidate will be a hardworking, proactive individual with strong analytical, interpersonal and communication skills who has a desire to drive continuous improvement, and the ability to manage multiple concurrent tasks to successful, timely conclusions.
Director, Customer Partner Incentive Financial Services KyndrylDirector, Customer Partner Incentive Financial ServicesNew York, New York$159,240–$286,560 / yearKyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. What you will do Drive Growth and Profitability Be a strategic mastermind: Develop and execute cutting-edge account strategies to grow and retain Kyndryl's most valuable accounts.
Director, Financial Services, Customer Partner (NY, NY) KyndrylDirector, Financial Services, Customer Partner (NY, NY)New York, New YorkKyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives.
Salesforce Financial Services Cloud Solution Architect Slalom IncSalesforce Financial Services Cloud Solution ArchitectNY$184,000–$225,000 / yearWe are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life.
Director, Customer Partner Incentive Financial Services Kyndryl IncDirector, Customer Partner Incentive Financial ServicesNew York, NY$159,240–$286,560 / yearKyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. By building deep, trusted connections with C-suite executives, you bring the full power of Kyndryl's global expertise to the table to solve complex business challenges.
Financial Solutions Advisor Registration Candidate - Greater Queens NY Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater Queens NY MarketNY$28.85–$33.65 / hourBack to search results Financial Solutions Advisor Registration Candidate - Greater Queens NY Market Forest Hills, New York; Sunnyside, New York; Jamaica, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor Registration Candidate - Brooklyn North Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Brooklyn North MarketBrooklyn, NY$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend 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 Solutions Advisor Registration Candidate - Fairfield Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Fairfield Financial CenterFairfield, CT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend 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 Solutions Advisor Registration Candidate - East Meadow Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - East Meadow Financial CenterEast Meadow, NY$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Back to search results Financial Solutions Advisor Registration Candidate - East Meadow Financial Center East Meadow, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor Registration Candidate - Midwood Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Midwood Financial CenterBrooklyn, NY$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend 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 Solutions Advisor Registration Candidate - Southern CT Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Southern CT MarketWilton, CT$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend 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.
Partner Experience (Analyst - Associate) CAIS GroupPartner Experience (Analyst - Associate)New York, NY$75,000–$100,000 / yearThis is a dual-hatted role that combines the relationship-driven side of Partner Experience (owning partner relationships, service delivery, and escalations) with the technical, platform-facing side (configuring the CAIS platform, driving process improvements and automation) into a single point of accountability. CAIS 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 at scale through a wide variety of alternative investment products and technology solutions.
Partner Experience Analyst - Associate Capital Integration Systems LLCPartner Experience Analyst - AssociateNew York, NY$75,000–$100,000 / yearThis is a dual-hatted role that combines the relationship-driven side of Partner Experience (owning partner relationships, service delivery, and escalations) with the technical, platform-facing side (configuring the CAIS platform, driving process improvements and automation) into a single point of accountability. CAIS 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 at scale through a wide variety of alternative investment products and technology solutions.
Partner Experience (Analyst – Associate) CAISPartner Experience (Analyst – Associate)New York, New York$75,000–$100,000 / yearThis is a dual-hatted role that combines the relationship-driven side of Partner Experience (owning partner relationships, service delivery, and escalations) with the technical, platform-facing side (configuring the CAIS platform, driving process improvements and automation) into a single point of accountability. CAIS 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 at scale through a wide variety of alternative investment products and technology solutions.
Principal Analyst, Transparency Services Equities - Extended Hours Financial Industry Regulatory Authority IncPrincipal Analyst, Transparency Services Equities - Extended HoursNew York, NY$112,300–$202,500 / yearFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
Global Financial Institutions - Associate SMBCGlobal Financial Institutions - AssociateNew York, NY$150,000–$200,000 / yearIn addition to providing corporate financing and other specialized financing to the financial sector, the FIG team partners with many business units throughout the SMBC Group to offer our clients a wide range of products, including Capital Markets (DCM, Capital Solutions, ABS, CLOs), Sales and Trading (Fixed Income), Trade Finance, Structured Financing (including Subscription Financing and Asset-based lending), FX/Derivatives, and Operational services. To meet the needs of domestic and global institutional clients, we leverage the full suite of products across SMBC to provide unique financial solutions to clients within the following industry sectors: Banks, Regulated and Alternative Investment Managers and Funds, Insurance Companies and Specialty Finance Companies (including BDCs).
Associate Financial Planning & Analysis (Reporting & Analytics) Mizuho Financial Group IncAssociate Financial Planning & Analysis (Reporting & Analytics)New York, NY$88,000–$125,000 / yearThis role requires strong analytical skills, attention to detail, the ability to collaborate across multiple business partners and other teams in Finance and align with both local and head office (Japan) data and regulatory requirements. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research.
Associate Director, Financial Systems Service Delivery Beeline MedicinesAssociate Director, Financial Systems Service DeliveryStamford, Connecticut$165,000–$214,500 / yearThe Associate Director, Financial Systems Service Delivery is responsible for the strategic management, optimization, and ongoing service delivery of the organization's financial systems and technology infrastructure — with NetSuite serving as the core ERP platform — including NetSuite financial reporting and analytics, expense management systems, and related finance technology applications. Coordinate NetSuite implementations, module rollouts, and enhancements, and govern the twice-yearly NetSuite release cycle — leading project planning, requirements gathering, sandbox configuration, regression and user acceptance testing (UAT), and go-live support for all financial technology projects in partnership with IT and external NetSuite partners.