Senior Banker II - Leonia Financial Center Bank of AmericaSenior Banker II - Leonia Financial CenterFort Lee, New JerseyResponsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. • In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Sales and Service Associate Popular IncSales and Service AssociateForest Hills, NY$24–$26.50 / yearConfidently 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. This position 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.
Director, Client Services ApplecartDirector, Client ServicesNew York, NY$170,000–$190,000 / yearOur senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle's online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party's most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher. A few facts about us: Applecart's platform has been used by hundreds of industry-leading clients spanning Fortune 500 companies like Blackstone and Intuit, leading nonprofit organizations like the Environmental Defense Fund, and top-tier advertising and communications agencies like Teneo, FGS, Weber Shandwick, and OMD.
Financial Consultant Partner Manhasset, NY The Charles Schwab CorpFinancial Consultant Partner Manhasset, NYManhasset, NYYou'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
Financial Service Coordinator Stamford HealthFinancial Service CoordinatorStamford, CTProvides timely and accurate information regarding patient data/status to other health system departments, physicians, physician office staff, nursing, pharmacy, and public agencies while insuring patient confidentiality is not breached. Updates receivable system with any new, corrected or pertinent information in relation to resolution of receivable accounts, and insures that proper information for follow up is shown in GE Centricity, Meditech and/or Epic, as appropriate.
Principal Solution Architect LPL Financial ServicesPrincipal Solution ArchitectNew York, NY$155,942–$259,869 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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.
Private Wealth, Relationship Management Associate Blue Owl Capital Inc.Private Wealth, Relationship Management AssociateNew York City, NY$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.
Associate - Private Equity - Launch Program SS&C Technologies Holdings IncAssociate - Private Equity - Launch ProgramNew York, NY$72,500–$75,000 / yearThe program's goal is to expose high-potential graduates to multiple aspects of the financial services business segments, preparing them for future leadership roles within their respective functional areas. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Portfolio & Trading Solutions – Portfolio Management, Vice President Morgan StanleyPortfolio & Trading Solutions – Portfolio Management, Vice PresidentNew York, New YorkThe Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. With more than $280 billion already under management, Morgan Stanley’s Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns.
Insured Solutions Sales Desk - Hybrid, VP Morgan StanleyInsured Solutions Sales Desk - Hybrid, VPNew York, NY$115,000–$190,000 / 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. These responsibilities are both strategic (e.g., identifying market opportunities, developing a plan, and executing in partnership with home office, regional management and local resources) and tactical (e.g., "get things done", delivering results against specific targets) in nature.
Cybersecurity - Compliance Advisor Interactive Brokers Group IncCybersecurity - Compliance AdvisorGreenwich, CTIBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries.
Sales Executive, Financial Services - Associate Director, New York - BCM Ernst & Young Global LtdSales Executive, Financial Services - Associate Director, New York - BCMNew York, NY$265,650–$305,550 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
IB Vice President Diversified Industrials Services Stifel Financial CorpIB Vice President Diversified Industrials ServicesNew York, NYOur investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.
Senior Client Associate Wells Fargo & CoSenior Client AssociateNew York, NY$30.77–$45.67 / 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 functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.
Advisor Consultant Full-Time - Fall 2026 Lord Abbett.comAdvisor Consultant Full-Time - Fall 2026Jersey City, New JerseyThis role serves as the primary talent pipeline for future Regional Manager positions across the West, Midwest, South, Southeast, and Northeast regions. We were honored to be ranked #1 in Barron’s Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.
Solutions Architect - Financial Services Hunter Databricks IncSolutions Architect - Financial Services HunterNew York, NY$180,000–$247,500 / yearThis is a customer-facing role, where you will work with customers, your teammates, the product team, and our post-sales teams, to identify use cases for Databricks, develop architectures and solutions using our platform, and guide customers through the implementation, to accomplish value. Consult on big data architecture, implement proof of concepts for strategic customer projects, data science and machine learning projects, and validate integrations with cloud services and other 3rd party applications.
Experienced Analyst - Investment Banking, Healthcare Services Guggenheim Partners LLCExperienced Analyst - Investment Banking, Healthcare ServicesNew York City, NY$125,000–$135,000 / yearWe will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. Analysts will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients.
Equity Research Associate - Environmental Services TD BankEquity Research Associate - Environmental ServicesNew York, New YorkTotal 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. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.
Executive Director, Institutional Securities Group Financial Crimes Advisory Program Execution Officer Morgan StanleyExecutive Director, Institutional Securities Group Financial Crimes Advisory Program Execution OfficerNew York, New York$165,000–$275,000 / yearWe're seeking someone to join our team as an Institutional Securities Group Financial Crimes Advisory Program Execution Officer in Global Financial Crimes to be responsible for the end to end operational integrity, execution discipline, and capacity management of the ISG Advisory FCC function. 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.
Business Development Representative - Sales And Demo Support SyntaxBusiness Development Representative - Sales And Demo SupportNew York City, NY$75,000–$90,000 / yearSupport both Syntax Direct and Syntax's traditional/custom index business, including outreach and early-stage conversations related to index products, index licensing, platform partnerships, and advisor-facing solutions. This role will support outreach, inbound follow-up, demo coordination, and early-stage relationship development across RIAs, financial advisors, wealth platforms, asset managers, ETF issuers, and other relevant financial services firms.