Associate Private Banker Morgan StanleyAssociate Private BankerMorristown, New JerseyStrong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our 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.
Associate, Global Analytics and Financial Engineering (New York City, NY, US, 10281) The Bank of Nova ScotiaAssociate, Global Analytics and Financial Engineering (New York City, NY, US, 10281)New York City, NY$155,000–$185,000 / yearGuided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious metals.
Senior Managing Consultant, Advisors & Consulting Services, Marketing - Marketing Growth Hacker MasterCardSenior Managing Consultant, Advisors & Consulting Services, Marketing - Marketing Growth HackerPurchase, NYUndergraduate degree with work experience in marketing across one or more of the following fields: digital marketing, direct response marketing, offline marketing activities/campaigns, media management and planning, digital and social media campaigns, digital customer experience, end-to-end product launches, ad-tech and mar-tech ecosystems. All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Wallington / Clifton - New Jersey - Bilingual Polish/English Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wallington / Clifton - New Jersey - Bilingual Polish/English Preferredwallington, NJUsing 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 & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NYRockville Centre, NYUsing 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 - Larchmont, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Larchmont, NYLarchmont, NYUsing 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 Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Parsippany, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Parsippany, New JerseyParsippany, NJUsing 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 - Edison / Hillsborough / Somerset - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New JerseySomerset, NJUsing 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 & CoJ.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred)Great Neck, NYUsing 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 - Montclair / Short Hills - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New JerseyMontclair, NJUsing 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 - Paramus / Wayne / Wyckoff - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Paramus / Wayne / Wyckoff - New JerseyParamus, NJUsing 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 East JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westchester EastWhite Plains, NYUsing 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 Rochelle JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - New RochelleNew Rochelle, NYChampion and support your teammates' success and the goals of the bank, while fostering a culture of diversity • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills • This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Scarsdale JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - ScarsdaleScarsdale, NYChampion and support your teammates' success and the goals of the bank, while fostering a culture of diversity • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills • This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Production Services Specialist Bank of AmericaProduction Services SpecialistJersey City, New JerseyEnsures all impacts are accurately recorded and documented in the system of record, verifies documents and wikis are updated and available for use during triage, and supports on call responsibilities for incidents, the documentation of application flows, impacts during outages, the customer experience, and contacts for support needs. Identifies business impact, interprets monitors, dashboards, and logs, and writes queries to accurately calculate and communicate impacts to leadership in partnership with senior team members or specialists within Technology Services.
Head Of Financial And Business Intelligence WisdomTree Investments IncHead Of Financial And Business IntelligenceNew York, NY$250,000–$300,000 / yearThe WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. This is a senior leadership role and a key thought partner to the COO and President, CIO, and senior business leaders, shaping how WisdomTree turns sales, marketing, client, product, and financial data into sharper strategic insight, better forecasting, and stronger business decisions across the firm.
Commercial Real Estate Lending Transactor - Assistant Vice President Morgan StanleyCommercial Real Estate Lending Transactor - Assistant Vice PresidentPurchase, NY$85,000–$140,000 / yearAssist the SLT in efficiently managing the transaction cycle through final credit approval, documentation, closing and initial funding of the transaction ensuring timely coordination with all parties involved including credit risk, financial advisors, private bankers, loan operations, compliance, in-house and external legal counsel and any other party who is, or should be, involved in the specific transaction. We are seeking a high potential Commercial Real Estate Lending Transactor (AVP) to help grow and manage the Ultra High Net Worth ("UHNW") Commercial Real Estate ("CRE") lending platform serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM.
Investment Product Management Associate Rockefeller Capital ManagementInvestment Product Management AssociateNew York, New York$100,000–$110,000 / yearFull 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.
Workforce Specialist, Financial Aid Liaison Research Foundation of The City University of New YorkWorkforce Specialist, Financial Aid LiaisonLong Island, New YorkThese functions include legal assessment and signing of agreements where RFCUNY is named as a fiscal agent; setting up award accounts; preparing sub-awards and assisting PIs in monitoring the work of the recipients of sub-awards; supporting project directors with hiring and managing research project and sponsored program staff; supporting the purchasing and paying for goods and services with grant and program funds; managing financial aspects of projects including accounts receivable, financial reporting, invoicing, budget monitoring, and cost compliance with uniform guidance; ensuring that sponsor financial requirements are met; monitoring compliance with applicable project and financial management rules and laws; supporting the management of independent and external audits and financial reviews; and providing data, information, management expertise, and other supports to CUNY’s research and sponsored programs. RFCUNY’s services allow CUNY researchers, faculty, and staff to focus on their intellectual curiosity and scientific discoveries, on projects and programs that serve our local and global communities, proposing concrete solutions to society’s most pressing challenges.
Vice President - Financial Institutions Coverage Advisory BNP Paribas SAVice President - Financial Institutions Coverage AdvisoryNew York, NYBusiness Overview: Our FIC Advisory department offers advisory services for mergers and acquisitions (M&A), primary equity capital markets (ECM) transactions and balance sheet restructuring, combining the expertise across various sector groups with a focused international approach. We employ talented individuals from a wide variety of backgrounds, locally and globally, and are inspired by our employees who help us in cultivating a diverse, equitable and inclusive workplace through initiatives such as our Diversity, Equity & Inclusion (DEI) Leadership Forum and Employee Resource Group (ERG) communities.
Deals Services - Supervisor, Strategic Finance and FP&A, Advanced Decision Modeling RSM US LLPDeals Services - Supervisor, Strategic Finance and FP&A, Advanced Decision ModelingNew York, NY$101,000–$203,000 / yearIf 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. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Tax Senior Manager I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMorristown, NJWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. Assume significant client responsibility as client''s trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
NewAssociate, Financial Resource Management (FRM) – xVA Structuring and Optimization TD BankAssociate, Financial Resource Management (FRM) – xVA Structuring and OptimizationNew York, New YorkAs part of the xVA Desk, the team partners closely with Sales, Trading, Structuring, Quantitative Analytics, Risk Management, Treasury, and Technology to ensure that derivative pricing appropriately reflects the economic cost of the bank's resources while supporting client activity and business growth. 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.
Asset & Wealth Management, Institutional Marketing, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Institutional Marketing, Associate - New YorkNew York, NY$100,000–$160,000 / yearThe role will assist client-facing teams, product strategy, investment teams, and broader Asset Management (AM) marketing team by helping to coordinate marketing activities, gather insights, and contribute to full-funnel plans that support business growth in this critical segment. We''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.
Product Designer, Advisor Experience - Private Bank Digital, Senior Associate JPMorgan Chase & CoProduct Designer, Advisor Experience - Private Bank Digital, Senior AssociateJersey City, NJIn this role, you will be at the forefront of redefining how advisors interact with digital products and services-delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex financial journeys. If you are passionate about experience design, eager to deliver transformative solutions, and ready to make a lasting impact on the future of private banking, we invite you to join our global design team to help define the next era of digital experiences.
NewAccount Executive, Legal Services Carta IncAccount Executive, Legal ServicesNew York City, NYCarta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital. Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs.
Transfer Services Coordinator (Part-time) PASSAIC COUNTY COMMUNITY COLLEGE (INC)Transfer Services Coordinator (Part-time)Paterson, NJ$20–$25 / hourGeneral Description: The Part-Time Transfer Coordinator reports to the Associate Dean of Prior Learning and supports current and prospective students with transfer planning, transfer opportunities, and transfer-related resources. The position collaborates with campus departments and partner institutions to promote seamless transfer pathways, coordinate outreach activities, and support student success and transfer goals.
Account Solution Architect - Financial Services CoreWeave IncAccount Solution Architect - Financial ServicesNew York, NY$143,000–$210,000 / yearTo conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. This role is for customer-focused AI practitioners who understand the demands of financial services environments and are excited to help leading quant, hedge fund, and enterprise finance teams deepen their partnership with CoreWeave and scale the next generation of AI workloads in production.
Transactional Deposits Product Manager - Assistant Vice President Morgan StanleyTransactional Deposits Product Manager - Assistant Vice PresidentNew York, New York$85,000–$140,000 / yearThe Morgan Stanley U.S. Banks (Morgan Stanley Private Bank, National Association and Morgan Stanley Bank N.A.) offer a range of deposit products including Transactional Deposit products (i.e., Bank Checking Accounts on the E*TRADE Platform and CashPlus Brokerage Account on the Morgan Stanley Platform) for Morgan Stanley clients across various channels. Our 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.
Security Site Supervisor - Financial Building Allied UniversalSecurity Site Supervisor - Financial BuildingNew York, New York$35–$36 / hourFull timeThe general purpose and function of the Site Supervisor encompasses the professional operation, administration, profitability, and quality assurance of uniformed services for a client’s site. Overview: Company Overview: Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose.
NewSecurity Shift Supervisor - Financial Institution Allied UniversalSecurity Shift Supervisor - Financial InstitutionNew York, New York$37.01–$38.01 / hourFull timeOverview: Company Overview: Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. The Shift Supervisor performs general security duties as directed in the protection of persons and property and the enforcement of all applicable policies, rules, and regulations, as specified in post orders, and will deter criminal activity and misconduct.
Security Shift Supervisor - Unarmed - Financial Building Allied UniversalSecurity Shift Supervisor - Unarmed - Financial BuildingNew York, NY$26.22–$27.22 / hourCompany Overview: Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. The Shift Supervisor performs general security duties as directed in the protection of persons and property and the enforcement of all applicable policies, rules, and regulations, as specified in post orders, and will deter criminal activity and misconduct.
NewFinancial Institution Associate Claim Counsel The Travelers Companies IncFinancial Institution Associate Claim CounselManhattan, NY$89,800–$148,300 / yearFollow operational policies to analyze, investigate, and resolve Financial Institution liability claims involving bank, asset management and insurance company accounts of varying levels of severity with active supervision from claims management. Prepare and present reports for management that accurately reflect loss development, potential/actual financial exposure, reserve adjustments, coverage issues, and claim and recovery strategies.
Constituent Services Associate New York State Thruway AuthorityConstituent Services AssociateWhite Plains, NYCuriosity, willingness to learn, excellent research and writing skills, empathetic demeanor, attention to detail, patience, and listening and problem-solving skills are a must, as is timely and accurate recordkeeping and reporting. The Associate will have responsibility for attending meetings and events with the Senator or on the Senator's behalf, as well as helping with written work, and planning and assisting with office and community events.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesWoodbridge, NJ$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewSenior Associate, Financial Analysis - Offers & Shopping JPMorgan Chase Bank, N.A.Senior Associate, Financial Analysis - Offers & ShoppingNew York, NYFull timeJoin the Offers & Shopping Finance team within the Consumer & Community Banking Connected Commerce Finance organization at JPMorganChase for an exciting opportunity to develop and deliver robust financial analysis and business support for the Offers and Shopping business. 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.
NewSourcing Manager-IT Professional Services New York University School of MedicineSourcing Manager-IT Professional ServicesNew York, NY$121,792.21–$157,500 / yearNegotiation and Contract Management: Lead 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.
Vice President Associate General Counsel, Health Plan Services VNS HealthVice President Associate General Counsel, Health Plan ServicesNew York, NY$216,900–$289,200 / yearPowered and informed by data analytics that are unmatched in the home and community-health industry, VNS Health offers a full range of health care services, solutions and health plans designed to simplify the health care experience and meet the diverse and complex needs of the communities and people we serve in New York and beyond. Provides day to day legal counsel to the health plan with regard to member enrollment and eligibility, benefits administration, utilization management, appeals and grievances, care coordination and quality programs, provider contracting and network adequacy and credentialing.
Vice President Associate General Counsel, Provider Services VNS HealthVice President Associate General Counsel, Provider ServicesNew York, NY$216,900–$289,200 / yearPowered and informed by data analytics that are unmatched in the home and community-health industry, VNS Health offers a full range of health care services, solutions and health plans designed to simplify the health care experience and meet the diverse and complex needs of the communities and people we serve in New York and beyond. Provides hands-on counsel on a range of legal issues affecting the provider operations of VNS Health including but not limited to patient admission and discharge, regulatory issues, documentation and risk mitigation, patient workflows and advice in handling difficult-to-serve patients.
Interim Associate, Accounting Advisory Services BDO USA PCInterim Associate, Accounting Advisory ServicesNY$30–$60 / hourThe 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.
Associate - Financial Restructuring, New York Houlihan LokeyAssociate - Financial Restructuring, New YorkNew York, New York$175,000–$225,000 / yearThe firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000 - $225,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Client Relationship Manager & Servicing Advisor Raymond James Financial IncClient Relationship Manager & Servicing AdvisorBedminster, NJAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Clients are our main priority, which is why we are growing our team and seeking a registered, team-oriented, high-performing Service Advisor to complement our existing team.
FY27 - Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Ernst & Young Global LtdFY27 - Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting ServicesNew York, NY$76,000–$125,300 / 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. Communicate with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
Chief Information Security Officer (Ciso) CAIS GroupChief Information Security Officer (Ciso)New York City, NY$270,000–$320,000 / yearCAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and capital market solutions including structured notes, market-linked CDs, and hedging strategies for concentrated stock positions. CAIS is the pioneer in democratizing access to and education about alternative investments and structured products for independent financial advisors, empowering them to engage and transact with leading asset managers and bank issuers on a massive scale through a wide variety of alternative investment products and technology solutions.
Chief Information Security Officer CISO Capital Integration Systems LLCChief Information Security Officer CISONew York City, NY$270,000–$320,000 / yearCAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and capital market solutions including structured notes, market-linked CDs, and hedging strategies for concentrated stock positions. CAIS is the pioneer in democratizing access to and education about alternative investments and structured products for independent financial advisors, empowering them to engage and transact with leading asset managers and bank issuers on a massive scale through a wide variety of alternative investment products and technology solutions.
Cash Management Client Service - Associate Sumitomo Mitsui Banking CorpCash Management Client Service - AssociateNew York, NY$80,000–$105,000 / yearSMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.
Head of Financial and Business Intelligence WisdomTreeHead of Financial and Business IntelligenceNew York, NY$250,000–$300,000 / yearThe WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. This is a senior leadership role and a key thought partner to the COO and President, CIO, and senior business leaders, shaping how WisdomTree turns sales, marketing, client, product, and financial data into sharper strategic insight, better forecasting, and stronger business decisions across the firm.
Senior Consultant, Financial Communications (Media Relations) APCO Worldwide LLCSenior Consultant, Financial Communications (Media Relations)New York, NY$84,000–$101,000 / yearYou''ll work across a portfolio of public companies, private companies, financial services firms, and sponsors on the moments that most materially shape their reputation and value, including IPOs and capital markets transactions, M&A, earnings, executive transitions, activist defense, and reputation work tied to financial performance. This is a hands-on role for a strong writer and natural media operator who thinks like a reporter, knows what makes a business story land, and is building (or already maintaining) a real network of relationships across financial media.
Financial Markets Advisory, Director BlackRockFinancial Markets Advisory, DirectorNew York, New YorkThe Director will be expected to act as a senior thought partner to FMA leadership, helping to identify priority themes, grow key client relationships, and build new advisory and investment collaboration opportunities aligned with BlackRock’s broader commercial objectives. The role includes project execution, idea generation for new business opportunities, relationship management, business development, and advising clients on complex capital markets challenges in partnership with the group’s subject matter experts.
Director of Retirement Plan Services TAG EisnerAmper, LLC (Inactive)Director of Retirement Plan ServicesIselin, NJOur clients range from sophisticated financial institutions and start-ups to global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries. You will operate at the intersection of client delivery, advisor enablement, and enterprise growth-serving as the firm's subject matter expert on retirement plans and a trusted partner to clients, advisors, and EisnerAmper stakeholders.