Assoc. Private Client Advisor KeyCorpAssoc. 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.
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.
Tax Experienced Associate, Private Client Services BDO USA PCTax Experienced Associate, Private Client ServicesStamford, CT$80,000–$83,500 / yearA Tax Experienced Associate, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
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.
Senior Associate - Quality Engineer, AI & Automation New York Life Insurance CoSenior Associate - Quality Engineer, AI & AutomationNew York, NY$81,000–$115,500 / yearThe right candidate will design and build automated test frameworks, review developer unit test strategies, improve CI/CD quality gates, analyze defect patterns, and partner with engineers and product owners to make systems more testable, observable, resilient, and business-ready. The role requires enough business fluency to know where quality risk hides: in account data, householding, balances, holdings, transactions, suitability-sensitive workflows, integrations, reports, and downstream advisor/client experiences.
Account Policy Specialist The Federal Reserve SystemAccount Policy SpecialistNew York, NY$175,000–$205,000 / yearYour role as Account Policy Specialist: Reporting to the RBAS Director, your role is to act as an advisor and policy strategist related to the provisioning of master accounts, proposed payment accounts, excess balance accounts, joint accounts, designated financial markets utilities (DFMUs) and Federal Reserve financial services. What we do: As part of the Operations and Resiliency Group, the Reserve Bank Accounts and Services (RBAS) is responsible for the administrative, business, risk, and compliance activities related to the provision of master accounts and Federal Reserve financial services for second district customers.
Service Client Specialist to the Managing Partner 94730 New York Life Insurance CoService Client Specialist to the Managing Partner 94730Melville, NY$65,000–$80,000 / yearWorking with a high degree of independence, the incumbent manages competing priorities, facilitating problem resolution, serves as a trusted resource on business processes, and identifies opportunities to improve efficiency while ensuring a high level of service to leaders, advisors, clients, and business partners. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.
Associate Director, U.S. Financial Crimes - RBC 3WFC Branch, Agency & Rep Offices, and RBC Real Estate Capital Corporation Royal Bank of CanadaAssociate Director, U.S. Financial Crimes - RBC 3WFC Branch, Agency & Rep Offices, and RBC Real Estate Capital CorporationJersey City, New Jersey$120,000–$200,000 / yearReporting to the Deputy BSA/AML Officer, the Associate Director, U.S. Financial Crimes supports the financial crimes program of 3WFC Branch and RBC Real Estate Capital Corp through regulatory examinations and audit coordination, risk and control analysis, business advisory support, and management reporting. The role works closely with the business, operations, and enterprise Financial Crime stakeholders including the FIU to assist the BSA Officer and Deputy with oversight, monitoring, and effective challenge of the financial crime control environment, and to provide ongoing financial crimes subject matter and policy expertise.
Financial Planning & Analysis (FP&A) Senior Associate Guidehouse IncFinancial Planning & Analysis (FP&A) Senior AssociateNew York, NY$74,000–$124,000 / yearThis role includes managing and developing the Corporate Services SG&A budget, analyzing actual results compared to the budget, assisting with the monthly financial close, reviewing monthly results to identify and investigate variances, and preparing reports and presentations to explain month-end outcomes. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
Senior Associate - Client Analytics Services Veeva SystemsSenior Associate - Client Analytics ServicesNew York, NYRemote$85,000–$120,000 / yearUnlike a traditional corporation, whose only legal duty is to maximize shareholder value, PBCs consider their public benefit purpose and the interests of those materially affected by the corporation's conduct-including customers, employees, and the community-in addition to shareholders' interests. We're not just any public company - we made history in 2021 by becoming a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NYBrooklyn, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred)Great Neck, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NYRockville Centre, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Westchester West JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Westchester WestMount Vernon, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY (North) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY (North)Brooklyn, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside)New York, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Huntington Station, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Huntington Station, NYHuntington Station, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Queen Central, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Queen Central, NYJackson Heights, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Community Private Client Advisor - Manhattan, NY (125th Community Branch) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Community Private Client Advisor - Manhattan, NY (125th Community Branch)New York, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Queens, NYQueens, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.