Senior Associate, Financial Services Vestwell Holdings Inc.Senior 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. As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.
Associate Financial Advisor Strategic People AdvisorsAssociate Financial AdvisorParsippany, NJFull timeStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
Financial Representative Empire Growth Partners / Northwestern MutualFinancial RepresentativeWoodbridge Township, New JerseyWith more than 70 years of experience and over a quarter million clients served nationwide , Barnum Financial Group provides the resources, expertise, and comprehensive solutions advisors need to make a lasting impact. Helping clients navigate specialized planning needs, including elder care, special care, career-specific, and philanthropic planning.
Account Executive - Retirement 401(k) Services PaychexAccount Executive - Retirement 401(k) ServicesManhattan, New York$55,000–$115,000 / yearFull timeAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.
NewTechnology Services, Project Manager Brookfield Corp.Technology Services, Project ManagerNew York, NY$120,000–$130,000 / yearThe Project Manager works closely with business stakeholders, technology teams, vendors, and leadership to coordinate delivery activities, manage risks, and maintain strong governance and communication throughout the project lifecycle. Technology Services (TS) is responsible for delivering all enterprise infrastructure, applications and related end user technology services across all Brookfield business groups.
Regional Director (Northeast Region) Oppenheimer Holdings IncRegional Director (Northeast Region)New York, NY$135,000–$150,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The Regional Director will be responsible for developing and growing advisor relationships across the Northeast region, driving adoption of OAM investment solutions, supporting asset gathering initiatives, and executing regional business development strategies.
Advisory Program Product Specialist Job Description Oppenheimer Holdings IncAdvisory Program Product Specialist Job DescriptionNew York, NY$70,000–$80,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This role works closely with Financial Advisors, Compliance, Program Administration, and Technology teams to support Financial Advisor Directed and Discretionary Advisory Programs and related business initiatives.
Deal Services- Value Acceleration Solutions Associate- Fall 2027 RSM US LLPDeal Services- Value Acceleration Solutions Associate- Fall 2027New York, NY$73,920–$88,200 / yearThe VAS team helps clients identify, quantify, and validate revenue and cost synergies to strengthen deal rationale and improve transaction competitiveness and helps clients manage operational disruption, address stranded costs to align people, processes and systems, and realize the value formulated in the deal thesis. Develop and maintain integrated project plans for post-merger integration and separation management office workstreams, including milestones, dependencies, owners, and timelines.
Private Wealth, Relationship Management Associate Blue Owl Capital HoldingsPrivate Wealth, Relationship Management AssociateNew York City, New York$115,000–$125,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. The Associate will partner with the Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment offerings.
Practice Strategy, Associate/Avp Morgan StanleyPractice Strategy, Associate/AvpPurchase, NY$70,000–$140,000 / yearOur 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. The Associate/AVP will be responsible for developing high-quality Advisor resources and agents, and delivering impactful practice management in-person and virtual programming focused on educating and equipping the Field actionable ideas and tools that drive growth.
Practice Strategy, Associate/AVP Morgan StanleyPractice Strategy, Associate/AVPPurchase, NY$70,000–$140,000 / yearOur 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. The Associate/AVP will be responsible for developing high-quality Advisor resources and agents, and delivering impactful practice management in-person and virtual programming focused on educating and equipping the Field actionable ideas and tools that drive growth.
Private Wealth, Market Leader - Senior Associate Blue Owl Capital IncPrivate Wealth, Market Leader - Senior AssociateNew York, NY$125,000–$135,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. The Senior Associate will partner with a Market Team to cultivate relationships with financial advisors within a designated channel and territory, maintaining a high level of proactive sales outreach and representing themselves as a subject matter expert for our investment offerings.
Patient Services Associate, Required Bilingual Mandarin/Call-Center - Brooklyn NYU Langone HealthPatient Services Associate, Required Bilingual Mandarin/Call-Center - BrooklynBrooklyn, NY$50,936.42Full timeThe network also includes 12 community medicine sites providing care to disenfranchised New Yorkers, comprehensive HIV services, chemical dependency programs, and a family support center that offers educational, vocational, and other social support programs. It includes eight primary care sites, 40 school-based health centers and dental clinics, four day care centers, the nation's largest dental residency program, and New York State's largest behavioral health program.
Senior Associate, Economic & Valuation Services (Intangible Assets Valuation) KPMG International CooperativeSenior Associate, Economic & Valuation Services (Intangible Assets Valuation)NJResponsibilities: Perform industry research including comparable publicly-traded companies and similar M&A transactions, analyze competitive industry dynamics and financial conditions of peer companies. 2026 KPMG LLP, a Delaware Limited Liability Partnership, and its subsidiaries are part of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee.
VEA - Team Manager Morgan StanleyVEA - Team ManagerPurchase, NY$110,000–$180,000 / yearBy leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more. 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.
Associate, Financial Resource Management (FRM) – xVA Structuring and Optimization TD BankAssociate, Financial Resource Management (FRM) – xVA Structuring and OptimizationNew York, New YorkAs part of the xVA Desk, the team partners closely with Sales, Trading, Structuring, Quantitative Analytics, Risk Management, Treasury, and Technology to ensure that derivative pricing appropriately reflects the economic cost of the bank's resources while supporting client activity and business growth. 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.
Director, Financial Services Marketing Gerson Lehrman Group IncDirector, Financial Services MarketingNew York, NY$121,500–$160,000 / yearOwn segment-specific content plan to demonstrate segment expertise and authority, including case studies, reports and webinar; collaborate with Brand team on marketing of 'tentpole' thought leadership pieces and Expert Marketing on opportunities to leverage relevant experts. The Director, Financial Services Marketing will be a senior marketing leader who combines deep knowledge of how investment professionals work with the strategic and executional range to build a best-in-class marketing engine from the ground up.
Associate - Technology (Workday Financials) PJT Partners IncAssociate - Technology (Workday Financials)New York, NY$95,000–$120,000 / yearAdditional responsibilities include: Provide day-to-day production support for Workday Financials, triaging, diagnosing and resolving configuration or data issues; Support Workday Financials-related projects from planning through execution, ensuring alignment with business goals and timelines; Manage configuration, testing and deployment of updates across Workday Financials modules such as Financial Accounting, Procurement, Accounts Payable, Expenses and Projects, including business process configuration and security administration; Support Financials platform roll-out within various business verticals, including finance, accounting and procurement teams; Design, build and maintain business process configuration across Financials workstreams, including approval chains, conditional routing and notifications; Configure and maintain domain and business process security policies, supporting security group assignments, access reviews and audit and compliance requests; Build and maintain custom reports, calculated fields and dashboards using Workday Report Writer, partnering with Finance to translate reporting requirements into scalable designs; Partner with Finance, Accounting and other cross-functional teams to understand business needs and support the design of effective Workday Financials solutions; Support integration efforts between Workday Financials and other enterprise systems (e.g. In addition, qualified candidates will possess the following: Bachelor's degree in Business Administration, Information Technology, Finance or a Business-related degree; 3-4 years of experience with Workday Financials, with hands-on configuration exposure to Accounts Payable, Contracts to Cash, General Ledger and Expense; Demonstrated experience configuring Workday business processes, including approval routing and conditional logic; Working knowledge of Workday security, including domain security policies, business process security policies and security group configuration; Strong Workday Report Writer skills, including calculated fields and advanced/matrix reports; Experience providing production support in a live Workday tenant, including incident triage and root cause analysis; Strong written, verbal and communication skills with the demonstrated ability to collaborate with multiple stakeholders; Excellent problem-solving skills and the ability to troubleshoot complex issues; Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
Financial Accountant eToro Group LtdFinancial AccountantNew York, NY$85,000–$100,000 / yearManage core Accounts Payable activities, including vendors, invoices, purchase orders, wires and corporate spend platforms such as Brex and Expensify. On eToro, you can hold a range of traditional and innovative assets and choose how you invest: trade directly, invest in a portfolio, copy other investors, or invest with an AI agent.
Senior Consultant, National Federal Tax Services - Transaction & Integration Services (T&Is) - E300 DeloitteSenior Consultant, National Federal Tax Services - Transaction & Integration Services (T&Is) - E300New York, NY$78,675–$160,750 / yearTranslate that knowledge into assisting in the evaluation of the income tax implications of different types of technically complex corporate life cycle events ranging from equity financings, IPOs, restructurings, and mergers, acquisitions, and divestures. The Transaction & Integration Services (T&IS) practice advises businesses and their investors on tax matters associated with integration, divestment, joint ventures, bankruptcy emergence, public equity offerings, and legal entity realignment.