Client Director- Professional Services Sales (US East) Open Text CorpClient Director- Professional Services Sales (US East)NY$132,800–$199,200 / yearPartnering cross-functionally with the Professional Services team to support RFP development, drive opportunity tracking, and contribute to business development synergy sessions, ensuring effective communication of client account activities to key OpenText stakeholders. In this role, you will be responsible for Professional Services sales, revenue generation, and client success across accounts in east region of US, while collaborating with peers across North America to achieve shared goals around bookings, revenue, margin, and client advocacy.
Assoc. Private Client Advisor Keybank National AssociationAssoc. 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 Associate, Infrastructure Equity Investor Relations Ares OperationsSenior Associate, Infrastructure Equity Investor RelationsNew York, New York$145,000–$180,000 / yearMust also be able to develop relationships with a variety of internal Ares constituents including finance and accounting, legal and compliance, and investment professionals, as well as strategy and relationship management; Highly motivated self-starter with a drive for success who works well independently; Able to work effectively and efficiently in an entrepreneurial environment; Outgoing, collaborative, and inclusive style, well developed ability to work effectively in a team-oriented environment; High energy level displayed within a culture of intensity, accessibility and availability; Ability to multitask, meet deadlines and remain detail-oriented in a fast paced environment; Specific tasks will include: Ares 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.
Patient Services Associate, Required Bilingual Mandarin OR Cantonese/Call-Center - Brooklyn NYU Langone HealthPatient Services Associate, Required Bilingual Mandarin OR Cantonese/Call-Center - BrooklynBrooklyn, NY$50,936.42Full timeThe network also includes 12 community medicine sites providing care to disenfranchised New Yorkers, comprehensive HIV services, chemical dependency programs, and a family support center that offers educational, vocational, and other social support programs. It includes eight primary care sites, 40 school-based health centers and dental clinics, four day care centers, the nation's largest dental residency program, and New York State's largest behavioral health program.
J.P. Morgan Wealth Management | Supervision Portfolio Oversight Manager | Chicago, IL, Jersey City, NJ , and/or Brooklyn, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management | Supervision Portfolio Oversight Manager | Chicago, IL, Jersey City, NJ , and/or Brooklyn, NYJersey City, NJAs a Portfolio Oversight Manager in Wealth Management Supervision, you will lead structured reviews of advisory portfolio performance outliers and translate your findings into clear documentation and committee-ready materials. You will help us operate effectively in a regulated wealth management, registered investment advisor, and broker-dealer environment while maintaining an evidence-based, client-focused lens.
Client Service Associate (Mandarin Speaking; Midtown East, NY) Oppenheimer & Co. Inc.Client Service Associate (Mandarin Speaking; 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.
Portfolio Associate Morgan StanleyPortfolio AssociatePurchase, New YorkOur 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. ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Client Reporting Product Owner - Vice President Morgan StanleyClient Reporting Product Owner - Vice PresidentPurchase, New YorkOur 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 Advisor Platforms team is focused on transforming Morgan Stanley’s core Advisor Desktop applications that enable Advisors and their teams to effectively manage their clients’ financial and demographic data.
Vice President, Product Owner / Manager (Wealth Services) The Bank of New York Mellon CorpVice President, Product Owner / Manager (Wealth Services)Jersey 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. Partner with cross-functional teams across product, engineering, design, and data to deliver wealth reporting capabilities that align to client needs, business priorities, and platform strategy.
Tax Manager, Global Employer Services - Equity Operations Advisory Deloitte Touche Tohmatsu LtdTax Manager, Global Employer Services - Equity Operations AdvisoryStamford, CT$110,700–$226,125 / yearJoin Deloitte Tax LLP's Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how to optimize, redesign, build, and stand up effective stock administration functions, including operating models, governance, processes, controls, technology, data, integrations, service delivery, and readiness for major corporate events. As a Deloitte Tax Manager on the Equity & Incentives team, you will be responsible for: Assessing current-state stock administration functions across people, process, technology, data, governance, controls, vendor models, and participant service.
NewSummer 2027 Risk Advisory Intern - Cyber Risk Services Baker Tilly Virchow KrauseLLPSummer 2027 Risk Advisory Intern - Cyber Risk ServicesNew York City, NY$27.50–$109.20 / hourBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Assurance Manager - Business Services RSMAssurance Manager - Business ServicesNew York, NY$89,800–$170,500 / yearSupervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment. If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
Senior Financial Planning Specialist (CFP Required) YourStakeSenior Financial Planning Specialist (CFP Required)Brooklyn, NYRemote$80,000–$120,000We strive to be the leading hub for values-aligned advisors, helping clients navigate this transformative time for the world with holistic financial life planning, and drive impact through centralizing shareholder engagement and private high-impact investing efforts. YourStake, the leading software company in the values-aligned wealthtech space, has acquired Formative to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors.
Command Center Solutions and Services - Southeast Program Manager Motorola Solutions IncCommand Center Solutions and Services - Southeast Program ManagerNew York, NYRemote$120,000–$140,000 / yearThe projects contained in the Command Center portfolio include large Statewide, Regional, and major Municipal Public Safety Applications (CAD, Mobile, Records Management, Crime Analysis, and Jail), Emergency Call Handling/Next Gen 911 solutions, Asset Management Solutions, and other applications used in the Command Center. Master Project Plan: Develop and implement a comprehensive Master Project Plan using automated project management tools, defining the project charter, scope, and integrated change control processes.
Senior Consultant - Capital Markets Operations And Technology DeloitteSenior Consultant - Capital Markets Operations And TechnologyJersey City, NJ$110,700–$218,300 / yearUnderstand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. A minimum of 5+ years working in the financial services or consulting industry related to any of the following Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider.
Manager - Capital Markets Operations and Technology DeloitteManager - Capital Markets Operations and TechnologyStamford, CTFull timeA minimum of 8+ years working in the financial services or consulting industry related to any of the following Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Manager - Capital Markets Operations And Technology DeloitteManager - Capital Markets Operations And TechnologyJericho, NY$151,800–$265,600 / yearUnderstand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. A minimum of 8+ years working in the financial services or consulting industry related to any of the following Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider.
Senior Consultant - Capital Markets Operations and Technology DeloitteSenior Consultant - Capital Markets Operations and TechnologyStamford, CTFull timeA minimum of 5+ years working in the financial services or consulting industry related to any of the following Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider. Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies.
Manager, Treasury Consultant - Global Treasury Practice RSM US LLPManager, Treasury Consultant - Global Treasury PracticeNew York, NY$107,000–$214,500 / yearWhether your background is in treasury technology, treasury operations, treasury advisory, financial services treasury, or consulting, we welcome professionals who are passionate about helping clients solve complex treasury challenges and drive meaningful business outcomes. Team members have the opportunity to work on strategic initiatives across a broad range of industries, including corporate treasury and financial services, while developing expertise in both business transformation and technology-enabled solutions.
AVP, Business Consultant LPL FinancialAVP, Business ConsultantNew York, New YorkThe 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.