Private Client Specialist I - Melville, NY The Toronto-Dominion BankPrivate Client Specialist I - Melville, NYMelville, NY$25.75–$38.50 / hourOCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
Customer Success Manager, Senior Manager - Core Clouds (Sales & Service) Salesforce.com, Inc.Customer Success Manager, Senior Manager - Core Clouds (Sales & Service)New York, NY$150,100–$227,000 / yearPreferred experience in supporting customers in the following industries: Technology, Media & Telecommunications (TMT) - Works with technology companies, telecommunications providers, media organizations, and high-tech firms to accelerate innovation, improve customer success outcomes, and drive platform adoption at scale. Financial Services (FINS) - Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and improved customer and member outcomes through the Salesforce platform.
Professional Service Manager connecteamProfessional Service ManagerNew York, NYRemoteBacked by $220M+ from Insights Partners, Stripes, and Tiger Global, Connecteam is rapidly expanding worldwide - empowering frontline teams to work smarter, stay connected, and operate with greater efficiency. Collaborate with Customer Success, R&D, and integration partners (including payment processing providers) to support seamless implementations, troubleshoot issues, and ensure a best-in-class customer experience.
Senior Associate - Real Estate Advisory Services (REAS) AnchinSenior Associate - Real Estate Advisory Services (REAS)New York, NY$85,000–$125,000 / yearAnchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
Assurance Senior Associate - Financial Services EisnerAmperAssurance Senior Associate - Financial ServicesMelville, NYOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
NewManager, Client Experience Strategy Zeta GlobalManager, Client Experience StrategyNew York, NYRemote$70,000–$90,000 / yearOrchestrate the delivery of forward-thinking insights by coordinating internal teams and resources — leveraging Business Intelligence deliverables and audience strategies — under the oversight of the Strategic Account Director to help drive measurable results for clients. Zeta Global (NYSE: ZETA) is the AI-Powered Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently.
NewCase Manager - Bronx Family Justice Center URI CareersCase Manager - Bronx Family Justice CenterNew York, New YorkIn addition to emergency and transitional housing, URI delivers a robust continuum of Justice Initiatives—including economic empowerment, legal education and advocacy, prevention and youth programming, and abusive partner intervention—designed to break cycles of violence, instability, and poverty. Provide essential case management services, including safety planning, advocacy in accessing emergency shelters, crisis intervention, court accompaniment and advocacy, law-enforcement accompaniment and advocacy, public assistance advocacy, and assistance with crime victims’ compensation claims.
Client Integration Officer SGA Inc.Client Integration OfficerNew York, NY$40–$44.20 / hourThe Client Integration Team is a critical component of our organization, playing a key role in facilitating seamless onboarding of our clients across various segments, including Hedge Funds, Regulated Funds, Banks, Insurance companies, Pension Funds, and Public Institutions. The role serves as the primary liaison among Sales, Credit, and Regulatory teams, ensuring seamless communication and rapid issue resolution while collaborating with cross functional groups to prioritize onboarding requests in accordance with business objectives and customer needs.
Client Solutions Representative SyntaxClient Solutions RepresentativeNew York City, NY$65,000–$80,000 / yearAs a Client Solutions Representative, you will help advisors, clients, and platform users get the most out of Syntax Direct by answering questions, supporting onboarding, helping users understand platform functionality, documenting recurring issues, and ensuring inquiries are routed to the right internal teams. 0-3 years of experience in customer support, client service, financial services, fintech, wealth management, investment management, client success, operations, sales support, QA/testing, or a related role.
Pro Services Manager Floor & DecorPro Services ManagerParamus, NJ$25.25–$46.25 / hourThis position is responsible for providing leadership of the Pro business within a designated sales territory by driving sales growth and profitability using appropriate marketing and sales methodologies and building account relationships. Develop and submit proposals and responses to RFQs and RFPs issued by prospective clients after obtaining pricing and specifications approval from management as appropriate.
Clinic Manager SkinSpirit Skincare Clinic & SpaClinic ManagerMillburn, NJ$75,000–$125,000 / yearManage all aspects of clinic daily operations, such as organizing workflow, optimizing schedules, addressing client feedback, inventory management, revenue performance, and other administrative duties. The Clinic Manager will partner with their leadership and clinic team to strategically position the business for consistent growth while ensuring daily operations are smooth and effective.
Director, Account Manager-Key Strategic Accounts Fitch RatingsDirector, Account Manager-Key Strategic AccountsNew York, NY$130,000–$180,000 / yearReporting to the Senior Director, Segment Head, you will own end-to-end commercial responsibility for a book of enterprise accounts, building deep executive relationships and driving multi-product growth across the full Fitch Solutions portfolio. You May be a Good Fit if: 10+ years of sales, account management, or business development experience within financial services, data, or analytics, with a track record managing large or strategic institutional relationships.
Tax Manager – Financial Services (cpa firm) - Hybrid CPA firmTax Manager – Financial Services (cpa firm) - HybridNew York, NY$125,000–$160,000 / yearFull timeThis individual is responsible for managing staff, maintaining close client relationships, prospect and assist with building a sustainable business and will work closely with Partners to best service clients in an entrepreneurial environment that prides itself on excellent client service and tax expertise. The Tax Manager will be responsible for the tax planning and compliance functions for ultra-high net worth individuals and their families with a specific focus on financial service type clients, such as hedge-fund, private equity, and other investment type individuals.
Director, Private Client Services – Family Office Alvarez & Marsal Tax, LLCDirector, Private Client Services – Family OfficeNew York, NYFull timeAs a Director within Private Client Services, you will: Provide multiple clients with a variety of accounting and support services including but not limited to the following: Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
Private Client Services Associate Class Years 2022 & Earlier Hughes Hubbard & Reed LLPPrivate Client Services Associate Class Years 2022 & EarlierNew York, NY$310,000–$420,000 / yearExperience: The ideal candidate has trusts and estates experience at a large NYC firm with a Private Client Services practice comparable to Hughes Hubbard's. Draft prenuptial and postnuptial agreements; have experience in estate administration and all aspects of tax controversy, including dealing with IRS examinations and appeals.
Strategic Client Partner - AWS Financial Services CapgeminiStrategic Client Partner - AWS Financial ServicesNew York, NY$175,000–$250,000The role sits at the intersection of business strategy, technology, and client engagement , with a strong emphasis on AWS-enabled solutions and long-term partnership development. The ideal candidate brings a combination of enterprise sales experience, financial services expertise, and the ability to engage credibly with senior client executives .
Manager, Workplace Services The Toronto-Dominion BankManager, Workplace ServicesNew York, NY$22.50–$32.50 / hourTotal 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. In this dynamic space, the team designs, develops, and manages our corporate real estate portfolio while creating exceptional workplace experiences that enable colleagues to connect, collaborate, and perform at their best.
New🟢 Green — Payroll Managed Services Program Manager Funtonetwork🟢 Green — Payroll Managed Services Program ManagerLong Island City, New YorkDecompose the project scope: Convert FuntoNetwork is seeking a Payroll Managed Services Program Manager for upcoming project opportunity: NYC DOE - Payroll Managed Services into work packages, milestones, owners, dependencies, and acceptance gates. At FuntoNetwork, we connect experienced consultants with Upcoming project opportunities through a mobile-first platform built for discovery, review, application submission, payment tracking, and consultant support.
Vacancy Case Manager, Supportive Housing Services CAMBAVacancy Case Manager, Supportive Housing ServicesBrooklyn, NY$46,350–$50,000 / yearThese programs provide services to formerly homeless/special needs individuals and families including case management, crisis intervention, independent living skills training, recreation, socialization and other supports. Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports, they need to thrive.
Founders And Tech Executive Tax Senior Manager WithumFounders And Tech Executive Tax Senior ManagerNew York City, NY$135,000–$230,000 / yearJob Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. This Tax Senior Manager role will be based out of one of our Los Angeles, CA, Orange County, CA, San Francisco, CA, San Ramon, CA, San Diego, CA, New York, NY, or Whippany, NJ offices.