Financial Advisor Associate- Bronx/Manhattan/Westchester The Toronto-Dominion BankFinancial Advisor Associate- Bronx/Manhattan/WestchesterNY$66,560–$99,320 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Sourcing Manager-IT Professional Services NYU Langone HealthSourcing Manager-IT Professional ServicesNew York, NY$121,792.21–$157,500Full timeLead commercial and contractual negotiations with IT Professional Services vendors to secure favorable terms, pricing, and contractual agreements including services scope, deliverables, acceptance criteria, service level agreements (SLA), payment structure, and key performance indicators (KPI). In this role, the successful candidate as key member of IT Strategic Sourcing team, you will play a critical role in developing and executing strategic sourcing initiatives including analyzing spend data, performing market analysis, leading the end to end RFx process.
NewDirector Banking Center Manager Webster BankDirector Banking Center ManagerJackson Heights, NY$100,700–$103,000 / yearThey are responsible for implementing the Webster banking center network strategy, which includes achievement of sales, customer service, P&L management, operations, and colleague development goals while also contributing to the achievement of District goals. Support segmentation strategy with existing clients by implementing sales, retention and other bank initiatives to support Banking Center’s growth and profitability objectives.
Associate AI Financial Planning Analyst SofiAssociate AI Financial Planning AnalystNew York City, NY$70,400–$132,000 / yearTo be successful in this role, you'll need a proactive, problem solving mentality, superior analytical skills, and a proven ability to deliver consistent results in a fast paced environment as a member of our team! The Associate AI Financial Planning Analyst plays a critical role in the continuous improvement of our AI Coach product and shares a commitment to delivering positive member experiences.
Bilingual French Contact Center Agent I United Nations Federal Credit UnionBilingual French Contact Center Agent INew York, New York$51,500–$55,000 / yearFull timeProvide internal and external member service by responding to calls, emails or chats in all inbound queues related to product information, account details, debit/credit card inquiries, establishing new accounts for existing members, etc. Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
Billing Coordinator - Legal - NYC Page GroupBilling Coordinator - Legal - NYCNew York, NY$60,000–$85,000 / yearFull timeThis role partners closely with attorneys and internal stakeholders to resolve billing issues, support client reporting needs, and deliver exceptional customer service in a fast-paced professional environment. Responsible for managing a portfolio of client accounts, overseeing the full billing cycle, and ensuring invoices are processed accurately and in accordance with client requirements.
Business Solutions Advisor - Queens - Long Island Market Bank of AmericaBusiness Solutions Advisor - Queens - Long Island MarketJackson Heights, New YorkPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.
New["Alliance Sales Executive, Associate Director - Databricks, Industrials & Energy","Alliance Sales Executive, Associate Director - Databricks, Industrials & Energy"] Ernst & Young Oman["Alliance Sales Executive, Associate Director - Databricks, Industrials & Energy","Alliance Sales Executive, Associate Director - Databricks, Industrials & Energy"]New York$221,410–$280,070 / 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.#J-18808-Ljbffr. Alliance Sales Executive, Associate Director: Databricks – Industrial Products & EnergyAbout Sales & Strategic Pursuits (S&SP)EY's Sales & Strategic Pursuits (S&SP) function unites sales leadership, sector insight, technology expertise, and solution depth to drive market‑leading growth.
Senior Banker - Harlem West Financial Center Bank of America CorpSenior Banker - Harlem West Financial CenterNew York, NY$25.97–$31.75 / hourJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
Senior Banker - 57th And Broadway Financial Center Bank of America CorpSenior Banker - 57th And Broadway Financial CenterNew York, NY$25.97–$31.75 / hourJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
Senior Banker - Concourse Plaza Financial Center - Spanish Required Bank of America CorpSenior Banker - Concourse Plaza Financial Center - Spanish RequiredBronx, NY$25.97–$31.75 / hourJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Bloomfield Financial CenterBloomfield, New JerseyKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewVice President, Senior Salesforce Developer - SMA Solutions BlackRockVice President, Senior Salesforce Developer - SMA SolutionsNew York, NY$162,000–$215,000 / yearBe responsible for developing and customizing Salesforce applications using APEX, Aura Lightning Platform (AURA, LWC framework), JavaScript, SOQL, SOSL, HTML, CSS, SOAP / REST Webservices. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Deal Services Consulting Managing Director - Value Creation (New York, Chicago, Atlanta, LA Or Bay Area) RSMDeal Services Consulting Managing Director - Value Creation (New York, Chicago, Atlanta, LA Or Bay Area)New York, NY$181,900–$397,700 / yearThe Value Creation team partners with private equity funds and their portfolio companies to identify, quantify, and capture EBITDA improvement opportunities - driving enterprise value through revenue growth, cost optimization, operational performance, and post-close integration. Team members work collaboratively as one team with colleagues across Deal Services and Management Consulting and benefit from extensive exposure to senior investment professionals, company executives, and firm leadership.
NewBilingual Case Manager (Move Coordinator) System OneBilingual Case Manager (Move Coordinator)White Plains, NY$24–$27 / hourBilingual Case Manager (Move Coordinator) Key Responsibilities: Build positive working relationships with families, landlords, property managers, and community partners to support stable housing outcomes (training provided). Experience working with underserved populations, housing programs, Section 8/HCV participants, landlords, or nonprofit/community organizations strongly preferred.
Tax Partner - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Partner - Financial Services State and Local Tax (SALT)Iselin, NJMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our 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.
Director, Financial Services Tax (Asset Management) Alvarez & Marsal Tax, LLCDirector, Financial Services Tax (Asset Management)New York, NYFull timeCPA, JD (with bachelor's and master's degrees in accounting or tax, preferred), At least 7 years of relevant experience in partnership tax compliance, with a focus on asset managers, fund of funds, or financial services clients at a Big 4 firm, Big Law firm, or similar firm. A&M's Tax Financial Services team specializes in providing tax support to private equity firms, asset managers, private credit lenders, real estate funds, hedge funds and global banks.
Senior Director, Financial Services Tax (Asset Management) Alvarez & Marsal Tax, LLCSenior Director, Financial Services Tax (Asset Management)New York, NYFull timeCPA, JD (with bachelor's and master's degrees in accounting or tax, preferred), At least 10 years of relevant experience in partnership tax compliance, with a focus on asset managers, fund of funds, or financial services clients at a Big 4 firm, Big Law firm, or similar firm. A&M's Tax Financial Services team specializes in providing tax support to private equity firms, asset managers, private credit lenders, real estate funds, hedge funds and global banks.
NewSenior Data Scientist - Network Value PlaidSenior Data Scientist - Network ValueNew York, NY$190,800–$262,800 / yearYou’ll translate business questions into analytics projects, perform ad-hoc and strategic analysis, improve visibility into core systems through data modeling and dashboarding, create OKRs quantifying progress against business goals, support feature ship decisions through experimentation, and build ML prototypes and causal inference models. We translate ambiguous product questions into tractable analysis, serve as analytical thought partners throughout the org, identify opportunities to build better products, and champion a data-first decision-making approach everywhere we go.
Financial Specialist Sea Mar Community Health CentersFinancial SpecialistMount Vernon, NYSea Mar Community Health Centers, a Federally Qualified Health Center (FQHC) founded in 1978, is a community-based organization committed to providing quality, comprehensive health, human, housing, educational and cultural services to diverse communities, specializing in service to Latinos in Washington State. Job Description: Position Summary The Financial Specialist provides financial screening and patient account management to Sea Mar clients in the mental health, homeless, domestic violence and substance use disorder programs.