Financial Planning & Analysis (FP&A) Senior Associate Guidehouse IncFinancial Planning & Analysis (FP&A) Senior AssociateNew York, NY$74,000–$124,000 / yearThis role includes managing and developing the Corporate Services SG&A budget, analyzing actual results compared to the budget, assisting with the monthly financial close, reviewing monthly results to identify and investigate variances, and preparing reports and presentations to explain month-end outcomes. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
Assoc. Private Client Advisor KeyCorpAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Senior Client Services Consultant II MetLife IncSenior Client Services Consultant IINew York, NY$100,000–$120,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
Investor Services Technology - Data Solutions Senior Vice President Citigroup IncInvestor Services Technology - Data Solutions Senior Vice PresidentJersey City, NJ$176,720–$265,080 / yearProactively identify and remove data architecture bottlenecks that are blocking delivery across the IS program - using utility tooling, pre-built reference architectures, and direct hands-on contribution to unblock platform teams and compress overall program timelines. Personally lead and contribute to the creation of canonical data models, enterprise data dictionaries, and business glossaries for Custody and Fund Services domains - collaborating directly with business SMEs, operations leads, and delivery architects to reach consensus and lock down definitions.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystMorristown, New Jersey$33,113–$90,000 / 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. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
Director, Complex Financial Instruments Alvarez & Marsal Holdings LLCDirector, Complex Financial InstrumentsNew York, NY$160,000–$180,000 / yearDue to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, transaction opinions, complex financial instruments, alternative investments, structured finance, and litigation support. The powerful combination of our valuation experience and A&M's operational heritage helps private equity, hedge funds, business development companies, banks and other financial services companies address valuation issues efficiently and effectively.
Tax Managing Director, International Tax Services BDO USA PCTax Managing Director, International Tax ServicesNew York, NY$157,500–$420,000 / yearJob Summary: An International Tax Managing Director is responsible for growing the International Tax practice by providing practical tax advice to clients, building relationships with existing clients and prospects to expand the practice, and developing a local team. Works with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and Regional Business Development Manager to develop and execute an effective marketing plan.
Client Service Associate (Midtown East, NY) Oppenheimer Holdings IncClient Service Associate (Midtown East, NY)New York, NYWith 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 salary is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Pre-Sales Consultant, Financial Services AlphaSensePre-Sales Consultant, Financial ServicesNew York, NY$80,000–$95,000 / yearWhat You Bring: Financial Services Expertise: 2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds. The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue.
Sales and Service Banker Popular IncSales and Service BankerWest New York, NJ$26–$29.25 / yearThe Sales and Service Banker is responsible for the sale of bank products and services to meet all needs of existing and potential customers while rendering quality service in accordance with bank goals to attain growth, profitability and customer satisfaction. Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client's financial life priorities and provide the products/services that are most appropriate for their situation.
Manager, Economic and Valuation Services (Intangible Assets Valuation) KPMG International CooperativeManager, Economic and Valuation Services (Intangible Assets Valuation)NJLicensed ABV, in addition to others on KPMGs approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long-lived asset impairment, supporting a companys value for bidding, or asking price plans, litigation support, and financial analysis and research.
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.
Financial Assistance Advisor Part Time Rutgers The State University of New JerseyFinancial Assistance Advisor Part TimeNewark, NJServices are readily accessible and include: inpatient, outpatient, partial hospitalization, screening, crisis stabilization, family/caregiver support, community outreach and case management, supportive housing, supported employment, prevention and consultation, employee assistance programs, and a licensed therapeutic school from preschool through high school. Under Policy 100.3.1 Immunization Policy for Covered Individuals, if employment will commence during Flu Season, Rutgers University may require certain prospective employees to provide proof that they are vaccinated against Seasonal Influenza for the current Flu Season, unless the University has granted the individual a medical or religious exemption.
Product Manager And Project Lead - Analytics And Data, Executive Director Morgan StanleyProduct Manager And Project Lead - Analytics And Data, Executive DirectorNew York, NY$150,000–$250,000 / 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 WM A&D User Experience Data Collection team drives strategy and execution of platforms that collect quantitative and qualitative data about users experience across wealth management and firmwide digital properties and activities.
Counselor/Alternative Loans Certifying Officer, Financial Aid Vaughn College of Aeronautics and TechnologyCounselor/Alternative Loans Certifying Officer, Financial AidFlushing, New YorkThe Financial Aid Counselor / Alternative Loans Certifying Officer provides proactive support to Vaughn students and maintains a strong understanding of academic requirements. Manage a caseload of approximately 300–350 students per academic year, including ISIR review, ongoing communication, verification processing, and packaging.
Vice President, Production Services Application Support The Bank of New York MellonVice President, Production Services Application SupportJersey City, NJEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Proficiency in managing and resolving complex technical issues in a fast-paced environment.2-4 years of diverse experience in multiple areas of information technology required.
Assistant Financial Controller/Financial Controller Jacobs Levy Equity ManagementAssistant Financial Controller/Financial ControllerFlorham Park, NJ$150,000–$200,000 / yearWhen determining the actual base salary offered to successful candidates, various factors will be considered, including but not limited to, the candidate's relevant experience, skills, and qualifications for the role, as well as level of education attained, certifications, and other professional licenses held. The role blends day-to-day management of the financial operations and strategic projects, with a focus on the specific nuances of managing institutional accounts and public equity investment strategies.
VPII, Corporate Strategy Lead LPL Financial Holdings IncVPII, Corporate Strategy LeadNew York, NY$178,293–$297,155 / yearThe ideal candidate will bring the structured problem-solving, analytical rigor, executive communication, and project leadership skills typically developed at a top-tier management consulting firm, with experience comparable to a Senior Manager, Engagement Manager, Principal, Associate Partner, or early Junior Partner level. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
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.
Senior Associate, Channel Marketing Pacific Investment Management Co LLCSenior Associate, Channel MarketingNew York, NY$100,000–$112,500 / yearWorking closely with colleagues across Channel Marketing, Digital, Events, Content, Creative, and Analytics, you will support the development and execution of integrated marketing programs designed to enhance client engagement and deliver a consistent experience across channels. This includes helping to execute segmentation strategies, activating targeted campaigns, and delivering integrated marketing programs that strengthen audience engagement, support distribution priorities, and generate measurable impact.