Vice President - Americas Loans, Leveraged Finance & ICB Legal BarclaysVice President - Americas Loans, Leveraged Finance & ICB LegalNew York, NYIn this role you will provide legal advice and support to front office bankers, product origination and management partners, and risk, compliance, operations and other infrastructure personnel relating to the provision of treasury solutions for Barclays’ corporate and financial institution clients, including cash deposits and payments services (ACH, checks, etc.), escrow services, loans, letters of credit, and receivables financing. You will advise on the structuring, negotiation, syndication, and post-closing management of a variety of domestic and cross-border financing transactions, including leveraged and investment grade acquisition financings, sustainability-linked and green loans, project financings, asset-based loans, debtor-in-possession and exit financings, and working capital and liquidity facilities.
Vice President, Capital Markets Advisory Lawyer BarclaysVice President, Capital Markets Advisory LawyerNew York, NYTo be successful as a Vice President, Capital Markets Advisory Lawyer, you should have: A deep knowledge of legal and regulatory matters relating to debt capital markets transactions, including US securities laws and broker-dealer regulation applicable to the underwriting and distribution of securities issuances. In this role, you will provide legal and regulatory advisory support to the Investment Banking division across debt capital markets transactions, including investment grade and high yield securities issuances, and fixed income syndicate activities.
Director, Senior Counsel - CLOs & Securitization Page Group USADirector, Senior Counsel - CLOs & SecuritizationNew York, NY$290,000–$315,000 / yearFull timeDeep expertise in Collateralized Loan Obligations (CLOs), including warehouse financings, new issuances, refinancings, resets, amendments, and ongoing transaction management, with a strong understanding of applicable market practices, transaction structures, and regulatory considerations. Draft, review, and negotiate documentation for CLO transactions, coordinating closely with bankers, structurers, portfolio managers, trustees, collateral managers, rating agencies, investors, and external counsel.
Global Employer Services Managing Director - Actuarial Services bdo consultingGlobal Employer Services Managing Director - Actuarial ServicesNew York, NY$157,500–$420,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
NewRegulatory Associate Investment Management City National BankRegulatory Associate Investment ManagementNew York, NYRemote$92,114–$156,880 / yearRBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. Project & Problem-Solving: End-to-end project management with demonstrated ability to deconstruct complex problems, prioritize issues, and build quantitative and qualitative analyses.
NewWealth Advisor - Legal Specialty Group Truist Financial CorpWealth Advisor - Legal Specialty GroupNew York, NY$225,000–$250,000 / yearPlease review the following job description: A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
NewSenior Advisor for Legal Affairs & Policy New York City | JobsSenior Advisor for Legal Affairs & PolicyNew York, NY$120,000–$150,000 / yearAdmission to the New York State Bar; and four years of recent full-time responsible, relevant, satisfactory legal experience subsequent to admission to any bar, eighteen months of which must have been in the supervision of other attorneys, in an administrative, managerial or executive capacity, or performing highly complex and significant legal work. The Team You'll Work With: The Mayor's Office for International Affairs serves as the liaison between the City and New York City's international community, which includes 193 Permanent Missions, 116 Consulates, over 70 Trade Commissions, and the headquarters of the United Nations.
NewSenior Advisor for Legal Affairs & Policy New York City | Legal AffairsSenior Advisor for Legal Affairs & PolicyNew York, NY$120,000–$150,000 / yearThe Team You'll Work With: The Mayor's Office for International Affairs serves as the liaison between the City and New York City's international community, which includes 193 Permanent Missions, 116 Consulates, over 70 Trade Commissions, and the headquarters of the United Nations. The administration is leading the fight in making the city more affordable, reducing inequality, improving public safety, ensuring delivery of efficient and effective services, and working to make New York City's economy stronger.
NewSenior Legal Tech & Analytics Advisor (Remote) K L McKinney ConsultingSenior Legal Tech & Analytics Advisor (Remote)New York, NYRemote$150,000–$175,000 / yearThe ideal candidate will have significant experience and proficiency with various technologies, a commitment to project defensibility, and the ability to lead complex projects, while ensuring they are completed on time and within budget. This role involves serving as a trusted advisor on legal technology workflows, focusing on advanced analytics and machine learning in litigation environments.
Legal Technology Advisor Clifford Chance LLPLegal Technology AdvisorNY$150,000–$170,000 / yearAs a Legal Technology Advisor, you will have the opportunity to work hands-on with a wide range of advanced legal technology tools, including Kira, Litera Transact, HighQ, Power BI, Copilot Studio, AI Agents, AI drafting solutions, automation tools, and many others. Proven ability to collaborate with cross-functional teams, including legal professionals and IT specialists, and apply strong problem-solving and entrepreneurial skills to address challenges in legal technology implementation.
NewLegal Regulatory Advisor - Global Markets MUFG Americas Holdings CorpLegal Regulatory Advisor - Global MarketsNew York, NY$170,000–$220,000 / yearThe Americas Legal Department is looking for a motivated entry-level to mid-level attorney to provide legal and regulatory advisory support to our Global Markets businesses conducted through MUFG's regulated entities including two CFTC registered swap dealers, an SEC registered broker dealer, and one SEC security-based swap dealer. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
NewLegal Regulatory Advisor - Global Markets Mitsubishi UFJ Financial GroupLegal Regulatory Advisor - Global MarketsNew York, New YorkThe Americas Legal Department is looking for a motivated entry-level to mid-level attorney to provide legal and regulatory advisory support to our Global Markets businesses conducted through MUFG’s regulated entities including two CFTC registered swap dealers, an SEC registered broker dealer, and one SEC security-based swap dealer. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
NewSolutions Attorney & Legal Engineer AI Contract Advisor ivoSolutions Attorney & Legal Engineer AI Contract AdvisorNew York, NY$180,000–$240,000 / yearYou will be responsible for championing Ivo's innovative solutions at various events, leading product demonstrations for legal teams, and helping integrate our product into client workflows. The ideal candidate will have over 2 years of legal experience, combined with sales or customer-facing experience.
NewVice President, Legal SetpointVice President, LegalNew YorkIn August 2024, Setpoint closed a $31 million Series B led by 645 Ventures, with strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Henry Kravis, Zillow founder's 75 & Sunny, and others. We have offices in Austin, TX, New York City, NY, and Salt Lake City, UT, with hybrid roles based in these locations and an expectation of two days per week in office (Tuesdays and Thursdays).
NewVice President, Legal Setpoint Technologies IncVice President, LegalNew York, NY$250,000–$325,000 / yearIn August 2024, Setpoint closed a $31 million Series B led by 645 Ventures, with strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Henry Kravis, Zillow founder''s 75 & Sunny, and others. We have offices in Austin, TX, New York City, NY, and Salt Lake City, UT, with hybrid roles based in these locations and an expectation of two days per week in office (Tuesdays and Thursdays).
Director, Legal Counsel, Corporate & Securities Crusoe Energy Systems LLCDirector, Legal Counsel, Corporate & SecuritiesNew York, NY$235,000–$275,000 / yearWere looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved - people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services. This role is essential for building a best-in-class corporate legal function to support Crusoes rapid growth and increasing complexity.
Director, Legal - Data and Content AlphaSense, Inc.Director, Legal - Data and ContentNY$220,000–$240,000 / yearPartner closely with the Content team in acquisition and distribution of data and content, including developing any applicable policies relating thereto; Remain informed of the shifting legal landscape of applicable global laws, regulations, and industry guidance; Help create and enhance playbooks to establish company parameters to scale the legal function as the company grows; Work effectively in a dynamic environment across different functional groups and time zones; Provide legal and strategic business advice to ensure agreements are consistent with playbooks, internal policies, and processes; Develop and manage a small team to scale the department's output; and. What You'll Do: Draft, negotiate, and review sell-side research licensing agreements, exchange and financial data agreements, content distribution agreements, content aggregation agreements, data licensing agreements, and vendor and supplier contracts relating to the acquisition and distribution of data; Conduct research and help develop proposals and project plans in the procurement and/or distribution of data and content; Advise internal stakeholders, including members of the company's executive team, on data and content matters including use rights/restrictions, regulatory compliance, commercial disputes, privacy, etc.
Director, Legal Counsel, Corporate & Securities CrusoeDirector, Legal Counsel, Corporate & SecuritiesNew York, New YorkWe're looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved — people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services. Working knowledge of capital markets transactions, including Rule 144A and other private placements, sufficient to provide cross-coverage for the Capital Markets function.
Principal Corporate Counsel, Infrastructure Legal Affairs Microsoft CorpPrincipal Corporate Counsel, Infrastructure Legal AffairsNY$132,200–$232,800 / yearJuris Doctorate Degree or international equivalent degree AND 4+ years experience as a practicing attorney in the areas of IP and technology transactions; supply chain, manufacturing, logistics and procurement; and related counseling to executive business leaders. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $165,800 - $248,600 per year.
Legal Counsel, Alternatives & Asset Management Rockefeller Capital ManagementLegal Counsel, Alternatives & Asset ManagementNew York, New York$225,000–$275,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Position: Rockefeller Capital Management is seeking a highly capable legal professional to provide strategic and day-to-day guidance across its alternative investment and asset management platforms.
NewVP of Legal Honeycomb InsuranceVP of LegalNew York, NY$270,000–$290,000 / yearKey Responsibilities: Strategic legal leadership: Serve as principal legal advisor to the CEO, COO, and SLT, on enterprise strategy, business initiatives, product launches, partnerships, regulatory/licensing matters, fundraising, fronting carrier and reinsurance arrangements, corporate governance, contracts, and material risk. Carrier, reinsurer & partner negotiations: Lead the legal posture in negotiations with carriers, reinsurers, MGAs, wholesalers, agencies, and distribution partners, resolve red lines pragmatically, and protect Honeycomb's long-term economics.
NewRemote General Counsel Strategic Legal & Governance Leader job postRemote General Counsel Strategic Legal & Governance LeaderNew York, NYRemote$135,000–$150,000 / yearThe ideal candidate will have extensive legal experience ideally within nonprofit organizations and will exhibit strong collaboration and communication skills.#J-18808-Ljbffr. The role involves guiding leadership on legal compliance and organizational governance while managing outside counsel relationships.
AVP Legal Counsel Athene Holding LtdAVP Legal CounselNY$217,232–$325,848 / yearAccountabilities: Serve as a trusted legal advisor to Vitera leadership and cross-functional teams, providing guidance on corporate, commercial, operational, and regulatory-adjacent matters. Purpose: Athene is seeking an AVP, Legal Counsel to support Vitera, an Athene- and Apollo-backed platform transforming retirement income through innovative defined contribution solutions.
Marketing Legal Attorney - Vice President, Assistant General Counsel JPMorgan Chase Bank, N.A.Marketing Legal Attorney - Vice President, Assistant General CounselNew York, NYFull timeDraft and negotiate a broad range of marketing and advertising agreements, including master vendor/professional services agreements, event sponsorships, speaker agreements, releases and licenses, co-marketing agreements, social media, talent, influencer/celebrity, content creation, licensing, and media buying agreements. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Wealth Advisor SimpleCITIWealth AdvisorGarden City South, NYWe currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.
Vice President-Legal Counsel (Equity Derivatives) BNP Paribas SAVice President-Legal Counsel (Equity Derivatives)NY$190,000–$245,000 / yearResponsibilities: Advise on, analyze and review complex flow/exotic and corporate and strategic equity derivative transactions including, but not limited to, affiliate/issuer hedging and monetization transactions, capped call and call spreads, structured forward and option transactions, 10b5-1/10b-18 plans, ASRs, structured buybacks, fund of fund financing and margin loans. Familiarity with US and cross-border derivatives regulatory framework (including Dodd-Frank and EMIR requirements for financial institutions and corporates), US securities laws (including the Securities Act of 1933 and Securities Exchange Act of 1934) and Investment Company and Advisors Act as they pertain to derivatives and product disclosures.
NewFinancial Advisor Northwestern MutualFinancial AdvisorNew York, New York$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Senior Legal Counsel Alstom SASenior Legal CounselNew York, NY$180,000–$200,000 / yearDay-to-day, you'll work closely with teams across the business, including the procurement community and senior management, to draft and review contracts, manage claims and disputes, and ensure compliance with laws and regulations. From high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility, we offer our diverse customers the broadest portfolio in the industry.
Senior Counsel - Commercial Legal Mineralys Therapeutics IncSenior Counsel - Commercial LegalNYRemote$262,022–$295,584 / yearOperating in a fast-paced, pre-commercial biotech environment, this role requires a strong balance of strategic legal counsel and operational execution, with significant cross-functional interaction across Commercial, Medical, Regulatory, Compliance, and Executive Leadership teams. "Mineralys Therapeutics is a clinical-stage biopharmaceutical company focused on developing medicines to target hypertension and related comorbidities such as chronic kidney disease (CKD), obstructive sleep apnea (OSA) and other diseases driven by dysregulated aldosterone.
Sr. Legal Counsel, Commercial - San Francisco Bay Area or New York (Hybrid) (972-SLS) Solutus Legal Search LLCSr. Legal Counsel, Commercial - San Francisco Bay Area or New York (Hybrid) (972-SLS)NY$245,000–$250,000 / yearResponsibilities Include: Lead the drafting, review, negotiation, and management of a broad range of sophisticated commercial agreements, including equipment procurement contracts, strategic partnership agreements, real estate leases, grid services agreements, homebuilder arrangements, and other business-critical transactions. This attorney will play a critical role in supporting the company's continued growth and innovation by serving as a trusted legal advisor across a broad range of commercial transactions, corporate governance matters, and strategic business initiatives.
NewSr. Legal Counsel, Commercial – San Francisco Bay Area or New York (Hybrid) (972-SLS) Solutus Legal SearchSr. Legal Counsel, Commercial – San Francisco Bay Area or New York (Hybrid) (972-SLS)New York, NY$245,000–$250,000 / yearResponsibilities include: Lead the drafting, review, negotiation, and management of a broad range of sophisticated commercial agreements, including equipment procurement contracts, strategic partnership agreements, real estate leases, grid services agreements, homebuilder arrangements, and other business-critical transactions. This attorney will play a critical role in supporting the company's continued growth and innovation by serving as a trusted legal advisor across a broad range of commercial transactions, corporate governance matters, and strategic business initiatives.
VP, Legal UnitedMastersVP, LegalBrooklyn, NY$220,000–$250,000 / yearUnitedMasters has taken the bold step of building a music distribution service that, radically, puts artists first - disrupting the legacy music business by letting up-and-coming artists distribute their music directly to fans through streaming services while maintaining ownership of their master recording rights and up to 100% of royalties. Serve as a senior legal advisor across the full enterprise, including music distribution, product and technology, international expansion, sync and licensing, corporate strategy, business development, advertising, and supporting shared services (HR, Finance, IT).
VP of Legal Honeycomb Programs IncVP of LegalNew York City, NY$270,000–$290,000 / yearKey Responsibilities: Strategic legal leadership: Serve as principal legal advisor to the CEO, COO, and SLT, on enterprise strategy, business initiatives, product launches, partnerships, regulatory/licensing matters, fundraising, fronting carrier and reinsurance arrangements, corporate governance, contracts, and material risk. Carrier, reinsurer & partner negotiations: Lead the legal posture in negotiations with carriers, reinsurers, MGAs, wholesalers, agencies, and distribution partners, resolve red lines pragmatically, and protect Honeycombs long-term economics.
Executive Assistant, Legal & Finance Ramp Business CorpExecutive Assistant, Legal & FinanceNYA core part of this role is active inbox management for multiple executives - triaging communications, drafting responses, flagging what needs immediate attention, and ensuring nothing of consequence gets missed. You will support Legal counsel navigating complex transactions, regulatory matters, and cross-functional legal work, as well as a Finance executive driving GTM financial planning, forecasting, and business operations.
NewTrust Advisor City National BankTrust AdvisorNew York, New YorkRemote$134,788–$229,586 / yearFull timeGather data for account reconciliation's, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues.
Legal, RIA Custody/Broker-Dealer Attorney, Vice President, Dallas/New York City The Goldman Sachs Group IncLegal, RIA Custody/Broker-Dealer Attorney, Vice President, Dallas/New York CityNY$170,000–$270,000 / 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. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intellectual property rights that show our commitment to clients, shareholders, and regulators.
NewDirector, Legal and Compliance OMERSDirector, Legal and ComplianceNew York, NY$170,000–$270,000 / yearSupport the legal and compliance regulatory and reporting requirements to the SEC and other applicable regulators, including: Owning key regulatory filings (Form ADV, Form PF, state filings); Supporting board reporting and other over governance initiatives; Supporting other global compliance initiatives and special projects; Coordinating across deal teams, ESG teams and compliance teams on portfolio company reporting; Supporting the SEC-compliance testing program. A key component of OMERS Infrastructure's strategy includes investing with third-party investors and raising external third-party capital resulting in US SEC, UK FCA and Australian AUSTRAC and AFS registrations/licenses as well as increased complexity and additional critical compliance requirements.
Senior Legal Manager US (NY Based) Joe & the Juice / United StatesSenior Legal Manager US (NY Based)New York, NYThe candidate will be reporting to the CLO, Group General Counsel based in Europe and on a day-to-day have a seat on the US leadership team, partnering closely with cross-functional stakeholders, this individual will play a critical role in balancing legal risk with business objectives, enabling growth, and strengthening governance across the U.S. organization. For us, this means that when you choose a cup-half-full mindset, welcome people from every background, build real friendships across the bar by creating great guest experiences, and use every shift as a chance to learn something new — you become more than just a Juicer; like us, you continue to search and find purpose and meaning in what you do.
Associate Legal Counsel Webull JobsAssociate Legal CounselNew YorkThis is an exceptional opportunity for an attorney who enjoys partnering closely with the business, solving complex problems, and taking ownership of meaningful legal work in a fast-paced fintech environment as we strive to build a world-class legal function. If you're looking for an opportunity to do more than review contracts—where you'll influence business strategy, work alongside talented cross-functional teams, and make a meaningful impact in a growing fintech company—we'd love to hear from you.
Mortgage Loan Advisor East West Bancorp IncMortgage Loan AdvisorNYResponsible for generating business through direct marketing efforts to outside sources such as realtors, builders, attorneys, and professionals in the assigned areas to develop the mortgage business • Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone • Cross-sells and promotes the Bank and its services to the clients • Maintain contacts with clients throughout the application process to keep them advise of status • Maintain current and thorough knowledge of all lending programs, policies, procedures, and regulatory requirements • Works closely with the mortgage operations teams from time of application through closing • May perform other duties as assigned including contacting borrowers for loan retention purpose. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
NewCompliance Advisor Manager Capital OneCompliance Advisor ManagerNew York, NY$151,900–$173,400 / yearMcLean, VA: $151,900 - $173,400 for Compliance Advisor ManagerNew York, NY: $165,700 - $189,200 for Compliance Advisor ManagerPlano, TX: $138,100 - $157,700 for Compliance Advisor ManagerRichmond, VA: $138,100 - $157,700 for Compliance Advisor ManagerWilmington, DE: $138,100 - $157,700 for Compliance Advisor Manager. Here's how you'll operate: Execute key components of the CMP to support consistent adherence across Finance, including but not limited to Regulation W and Regulation K requirements, including coordination with stakeholders on control testing, process level assessments, new business initiatives, review intercompany service agreements for regulatory applicability, and support regulatory change management and issue management.
NewPCS Trust Advisor II - Burlington, VT Dormont Manufacturing CompanyPCS Trust Advisor II - Burlington, VTNew York, NY$91,000–$145,600 / weekWork Location Burlington, Vermont, United States of AmericaHours 40 hours per weekPay Details $91,000 - $145,600 USDLine of Business TD WealthJob Description The Private Client Services (PCS) Trust Advisor II administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships. Total rewards at TD includes base salary and variable compensation/incentive awards (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.
NewTrust Advisor - Special Needs Trust Dormont Manufacturing CompanyTrust Advisor - Special Needs TrustNew York, NY$96,500–$207,500 / yearTrust Advisor – Special Needs Trust General Function: The Special Needs Trust (SNT) team administers special needs trusts, court‑created minor trusts, guardianships, and related fiduciary relationships for individuals with impairments. Support expanding and deepening existing trust relationships and new trust business (e.g., client presentations, fiduciary strategy advisory).Oversee administration of trust accounts, ensuring compliance with documents, legal requirements, and company policies.
Financial Solutions Advisor - Williston Park Financial Center Bank of America CorpFinancial Solutions Advisor - Williston Park Financial CenterNYAccount Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage client leads • Making referrals to business partners based on client needs and asset thresholds • Meeting with clients to review financial and investment goals • Building a financial plan and recommending brokerage products.
Financial Solutions Advisor Registration Candidate - Lexington Avenue & 75th Street Bank of America CorpFinancial Solutions Advisor Registration Candidate - Lexington Avenue & 75th StreetNY$28.85–$33.65 / hourI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Wealth Advisor II Canandaigua National CorporationWealth Advisor IINY$110,000–$135,000 / yearProvides investment management and financial services to customers of the Bank as follows: Nurtures and maintains client relationships, providing proper financial planning and investment solutions to ensure the client's financial needs are being met. Prepares and maintains documentation, status records and reports on investment and accounts and financial planning activities; prepares various reports, statements, and forms including tax, regulatory, and other governmental forms as required.
NewCompensation Advisor II (US) - Capital Markets The Toronto-Dominion BankCompensation Advisor II (US) - Capital MarketsNew York, NY$97,240–$145,600 / yearIn this capacity, this role will interface with the business leaders, our various HR partners (Human Resources Business Partners, HR Advice channels, Talent Acquisition, HR Operations), as well as Finance and the Governance & Control teams to provide direction on both individualized complex total rewards requests, the management, design and oversight of incentive plans, and project-based reviews. 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.
Relationship Advisor II- Fintech First Citizens BankRelationship Advisor II- FintechNew York, New York$73,500–$98,000 / yearFull timeFirst Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.
NewCompensation Advisor II (US) - Capital Markets TD BankCompensation Advisor II (US) - Capital MarketsNew York, New YorkIn this capacity, this role will interface with the business leaders, our various HR partners (Human Resources Business Partners, HR Advice channels, Talent Acquisition, HR Operations), as well as Finance and the Governance & Control teams to provide direction on both individualized complex total rewards requests, the management, design and oversight of incentive plans, and project-based reviews. 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.
Compliance Officer Broker-Dealer Advisor Equities and Options - VN2750 MAREX Group LimitedCompliance Officer Broker-Dealer Advisor Equities and Options - VN2750NY$150,000–$185,000 / yearPurpose of Role: Marex is a seeking a Broker-Dealer Compliance Advisor (focusing on Equities and Options) who is meant to be a subject matter expert in U.S. Broker-Dealer regulation providing compliance advisory services, with a strong background on Equities and Listed Options trading activities, as well as knowledge of various regulatory reporting requirements. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics.