Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateNew York, NY$25–$45 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
NewRegistered Wealth Management Client Associate - Bilingual Portuguese and Spanish Preferred Bank of America CorpRegistered Wealth Management Client Associate - Bilingual Portuguese and Spanish PreferredNew York, NY$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Lead AI Software Engineer - T. Rowe Price Lab (MD or NYC) T. Rowe Price Group IncLead AI Software Engineer - T. Rowe Price Lab (MD or NYC)New York, NY$145,000–$247,000 / yearDrive the Build-Operate-Transfer model by incubating new AI products, hardening them for production, and partnering with business-aligned technology teams to transition proven solutions for long-term ownership and scale. Set technical direction for AI solutions, making informed trade-offs across models, orchestration patterns, retrieval, tools, data, infrastructure, latency, cost, security, reliability, and long-term maintainability.
VP, North American Wealth Management Product Sales (Hybrid- NYC) Broadridge Financial Solutions IncVP, North American Wealth Management Product Sales (Hybrid- NYC)New York, NY$200,000–$220,000 / yearThe Head of North American Wealth Management Product Sales will lead a team of sales executives responsible for selling Broadridge's front‑, middle‑, and back‑office technology and operations solutions to leading Wealth Management firms. Detailed knowledge of Wealth Management solutions including books & records, tax reporting, corporate actions, securities lending, cash management, advisor compensation, fee/expense management, data management, reconciliation, and reporting.
Senior Investment Strategist Vise AISenior Investment StrategistNew York, NY$175,000–$210,000 / yearReporting directly to the Co-CIO and working closely with our investment and product teams, you'll lead research initiatives, design innovative portfolio strategies, and translate complex investment ideas into scalable, technology-driven solutions. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Senior Investment Strategist ViseSenior Investment StrategistNew York, NY$175,000–$210,000 / yearReporting directly to the Co-CIO and working closely with our investment and product teams, you’ll lead research initiatives, design innovative portfolio strategies, and translate complex investment ideas into scalable, technology-driven solutions. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Senior Registered Client Service Associate - New York, NY Raymond James Financial IncSenior Registered Client Service Associate - New York, NYNew York, NY$80,000–$96,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - 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).
Sr. Software Licensing Analyst, SAP Rimini Street IncSr. Software Licensing Analyst, SAPNYRemote$103,000–$154,000 / yearThe Company has signed thousands of contracts with Fortune Global 100, Fortune 500, midmarket, public sector and government organizations who selected Rimini Street as their trusted, proven mission-critical enterprise software solutions provider and achieved better operational outcomes, realized billions of US dollars in savings and funded AI and other innovation investments. Rimini Street, Inc. (Nasdaq: RMNI), a Russell 2000 Company, is a proven, trusted global provider of end-to-end, mission-critical enterprise software support, managed services and innovative Agentic AI ERP solutions, and is the leading third-party support provider for Oracle, SAP and VMware software.
IT Business Management Associate Director The Depository Trust & Clearing CorpIT Business Management Associate DirectorJersey City, NJIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. We ensure security investments are aligned to the threat landscape and risk appetite, effectively funded, and focused on delivering measurable risk reduction, strengthening resilience, protecting critical assets, and enabling sustainable, secure business growth.
Member Value Personal Banker - Freeport Bethpage Federal Credit UnionMember Value Personal Banker - FreeportFreeport, NYProactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of FourLeaf members. Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
Member Value Personal Banker - Seaford Bethpage Federal Credit UnionMember Value Personal Banker - SeafordSeaford, NYSome of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. Proactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of FourLeaf members.
Member Value Personal Banker - New Hyde Park Bethpage Federal Credit UnionMember Value Personal Banker - New Hyde ParkNew Hyde Park, NYProactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of FourLeaf members. Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
Member Value Personal Banker - Baldwin Bethpage Federal Credit UnionMember Value Personal Banker - BaldwinBaldwin, NYProactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of FourLeaf members. Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
Asset & Wealth Management, Talent Strategy, Advisor Development, Private Wealth Management (PWM), Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Talent Strategy, Advisor Development, Private Wealth Management (PWM), Vice President - New YorkNew York, NY$125,000–$250,000 / yearWe''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. This individual will lead the end-to-end execution of key training and development initiatives, managing high-visibility programs and collaborating across stakeholders to strengthen how we develop and enable advisors across Private Wealth Management.
NewBusiness Line FP&A AVP- Equities Jefferies LlcBusiness Line FP&A AVP- EquitiesNew York, NY$150,000–$165,000 / yearProduce high-quality management reporting (Budget / Forecast / Actuals) across revenues, expenses, headcount, and key balance sheet/capital metrics with clear, insight-driven variance analysis. Proficiency in enterprise planning tools (Essbase, Board, Power BI experience highly valued) and advanced Excel/PowerPoint skills (complex models, pivots, power query) to manage data efficiently.
Alt Investments Accountant Sr U.S. BankAlt Investments Accountant SrHackensack, New JerseyAlternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Alternative Investments Accountant 2 U.S. BankAlternative Investments Accountant 2Hackensack, New JerseyAlternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewAccount Executive ComplySciAccount ExecutiveNew York, NY$190,000–$200,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Citi Private Bank | UHNW Investment Counselor | Metro NY Citigroup IncCiti Private Bank | UHNW Investment Counselor | Metro NYNew York, NY$211,280–$316,920 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. An individual in this role will be expected to: Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
Asset Management - Investment Specialist, Municipals - Managing Director JPMorgan Chase Bank, N.A.Asset Management - Investment Specialist, Municipals - Managing DirectorNew York, NYFull timeGFICC manages a broad range of strategies through funds and separately managed accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages, and tax aware strategies. The Customized Bond Portfolios (CBP) group within GFICC manages approximately $200 billion in Separately Managed Account (SMA) assets across municipal bonds, government securities, corporate credit, high yield, preferreds, international fixed income, and multi-sector strategies.