Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral 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. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Risk Management and Internal Controls – Investment Solutions Products Morgan StanleyRisk Management and Internal Controls – Investment Solutions ProductsPurchase, New York$85,000–$140,000 / 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. Risk Identification – Assist in planning and performing internal reviews of procedures and controls residing within various product and business areas to ensure that controls are adequately designed and are operating effectively in preparation for all audits, compliance exams, and regulatory inquiries.
Risk Management And Internal Controls - Investment Solutions Products Morgan StanleyRisk Management And Internal Controls - Investment Solutions ProductsPurchase, NY$85,000–$140,000 / 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. Primary responsibilities include: Supporting BCU Officer(s)in the following areas: EquityZen Migration- Assist in the migration of newly acquired Equity Zen business processes with a focus on developing and implementing of the control framework.
Investment Product Management Associate Rockefeller Capital ManagementInvestment Product Management AssociateStamford, ConnecticutFull timeSupport ongoing post-launch product management activities across all RGIM platform product types, including modifications and enhancements to existing products; provide product ownership and expertise; manage workflow related to new subscriptions and redemptions between investor and administrator, identify and implement process improvements, respond to internal and external reporting requirements, take lead on ad hoc requests, and participate in special projects. The successful candidate will partner closely with colleagues across Distribution, Investor Services, Operations, Legal & Compliance, Finance, Portfolio Management, Trading, Performance & Risk, and external service providers to help ensure our product platform remains operationally robust, scalable, and positioned for long-term growth.
Associate General Counsel - Investment And Trading (Usa) TrexquantAssociate General Counsel - Investment And Trading (Usa)Stamford, CTAdvise on financial market and global trading regulatory obligations, including regulatory developments and the management of legal matters related to execution, trading, and operations. Advise the Compliance, Technology, Finance, Investor Relations, and Management teams on financial and business legal risks, with the support of Regulatory Counsel.
Entry-Level Financial Investment Planner (Remote) (Remote) Traction Forge FinancialEntry-Level Financial Investment Planner (Remote) (Remote)Stamford, CTRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.
Entry-Level Financial Investment Planner (Remote) Traction Forge FinancialEntry-Level Financial Investment Planner (Remote)Stamford, CTRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.
Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Elmhurst South, ILElmhurst, New YorkKey responsibilities include triaging 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Senior Investment Accountant Madison-DavisSenior Investment AccountantGreenwich, CTThe ideal candidate will have experience within insurance investment accounting or public accounting with financial services clients and possess strong technical accounting and analytical skills. A leading insurance organization is seeking an Investment Accounting Senior or Manager to support investment accounting and financial reporting activities across a diverse investment portfolio.
Investment Accounting, Assistant Director American International GroupInvestment Accounting, Assistant DirectorWilton, CT$118,000–$178,000 / yearThe Investment Accounting group's specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC reporting and various government regulatory reports). The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities.
NewInvestment Accounting, Manager American International GroupInvestment Accounting, ManagerWilton, CT$112,000–$140,000 / yearThe Investment Accounting group's specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC reporting and various government regulatory reports). The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities.
Associate Buyer, Media Investment Attention ArcAssociate Buyer, Media InvestmentIrvington, New YorkAt 160 people across four offices in Phoenix, Durham, Irvington, and New York City, we occupy a deliberate sweet spot: big enough to handle major brands and complex business, nimble enough to move quickly, make decisions, and create impact. We're committed to building an agency where everyone has a genuine seat at the table and is trusted to step in and contribute, fostering collaboration, encouraging curiosity, and creating opportunities for people to take ownership and make an impact.
Financial Services & Investment Professional (Remote) Traction Forge FinancialFinancial Services & Investment Professional (Remote)Stamford, CTRemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future. Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.
Financial Services & Investment Professional Traction Forge FinancialFinancial Services & Investment ProfessionalStamford, CTRemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future. Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.
Real Estate Sales Agent (Investment Properties) New WesternReal Estate Sales Agent (Investment Properties)Brentwood, NYNew Western is the original and largest private marketplace for investment real estate. At New Western, we give motivated individuals cutting edge tools and access to build high-.
Head Of Multi-Manager Investment Solutions Northern TrustHead Of Multi-Manager Investment SolutionsStamford, CT$205,700–$360,100 / yearReporting to NTAM's Global Co‑Chief Investment Officers, this role is the senior investment authority for the firm's multi‑manager platform, with responsibility for external manager selection, portfolio‑alignment assessment, and ongoing oversight across public markets spanning equity, fixed income and real asset strategies. The Head of Multi‑Manager Investment Solutions sets research priorities, ensures disciplined and repeatable investment decision‑making, and provides senior investment judgment across the full external‑manager lifecycle-from initial sourcing and approval through implementation and ongoing monitoring.
Registered Investment Advisor (RIA) Sterling Inspired Staffing.Registered Investment Advisor (RIA)Fairfield, ConnecticutOur client partners with a range of leading wealth management firms, RIAs, broker-dealers, banks, and private wealth advisory groups across the U.S., including: LPL Financial (22,000+ advisors, 4.5M+ investors). Our client and their network of firms provide: Operational & Compliance Support Reduce administrative burdens and focus on serving clients.
Director of Brand Marketing Danessa Myricks BeautyDirector of Brand MarketingFarmingdale, New York$145,000–$200,000Founded by makeup artist and innovator Danessa Myricks, the brand has earned a passionate following among professional artists, beauty enthusiasts, creators, and retailers through breakthrough innovation, education, and inclusive product development. Comfortable operating in a high-innovation environment, leading the successful commercialization of a large portfolio of annual product launches through integrated go-to-market strategies that drive excitement, retail productivity, and consumer demand.
Senior Treasury Analyst Opal FuelsSenior Treasury AnalystWhite Plains, NYReporting to the Treasurer and based in our White Plains, NY headquarters, this role will play a key part in optimizing cash resources, strengthening banking relationships, supporting financing activities, and enhancing treasury processes and controls. For additional information, and to learn more about OPAL Fuels and how it is leading the effort to capture North America’s naturally occurring methane and decarbonize the economy, please visit www.opalfuels.com.
Portfolio Implementation Analyst AQRPortfolio Implementation AnalystGreenwich, CT$140,000–$160,000 / yearPortfolio Implementation works closely with researchers to bring to market new systematic investment strategies and refine existing ones, applying a practical understanding of markets to portfolio management decisions. Enhancing portfolio implementation: Work on projects with senior portfolio managers, researchers, developers, and traders to improve systematic portfolio management practices.