NewAssociate Director - Financial Services GuidehouseAssociate Director - Financial ServicesNew York, NY$162,000–$270,000 / yearCompensation 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. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event.
Associate Manager, Alternative Investor Services SS&C Technologies Holdings IncAssociate Manager, Alternative Investor ServicesUnion, NJ$66,000–$137,000 / yearStrong knowledge of hedge funds, private equity, and alternative investment structures, including investor services operations, transaction processing, AML/KYC, compliance requirements, and NAV‑related concepts. Process‑oriented mindset with high attention to detail, capable of driving continuous improvement, managing large workloads, and maintaining accountability for high‑quality outcomes in fast‑paced environments.
Manager - Financial Due Diligence - Healthcare RSMManager - Financial Due Diligence - HealthcareNew York, NY$112,100–$225,500 / 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 Financial Due Diligence Manager is responsible for performing financial due diligence for clients involved in acquisitions and divestitures, preparing detailed financial analyses, and interacting with top-level management to gather pertinent information.
Compliance Officer Broker-Dealer Advisor Equities and Options - VN2750 MAREX Group LimitedCompliance Officer Broker-Dealer Advisor Equities and Options - VN2750New York, NY$150,000–$185,000 / yearPurpose of Role: Marex is a seeking a Broker-Dealer Compliance Advisor (focusing on Equities and Options) who is meant to be a subject matter expert in U.S. Broker-Dealer regulation providing compliance advisory services, with a strong background on Equities and Listed Options trading activities, as well as knowledge of various regulatory reporting requirements. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics.
NewManager, Client Financial Services Allied Moving Services AustraliaManager, Client Financial ServicesNYRemote$80,000–$90,000 / yearFrom corporate relocation and household goods to home sale and commercial moving and storage, our portfolio of brands (including Sirva, Allied, northAmerican, Global Van Lines, Alliance, and Sirva Mortgage) provide everything needed to move talent and deliver experience. As a leading global relocation management and moving services company, we bring together personalized program solutions, expansive global reach, innovative technology, and an unmatched supply chain to transform businesses of any size and empower talent moving to their next opportunity.
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.
Strategic Account Executive, Financial Services (NYC or Boston) AstronomerStrategic Account Executive, Financial Services (NYC or Boston)New York, New YorkRemote$325,000–$350,000 / yearOur ideal candidate has deep knowledge of how software is positioned and sold to AI, IT, and Data executives in large, complex services organizations, as well as a demonstrated ability to articulate the business value of complex enterprise technology. Astronomer empowers data teams to bring mission-critical software, analytics, and AI to life and is the company behind Astro, the industry-leading unified DataOps platform powered by Apache Airflow®.
Tax Senior Manager - Financial Services/Asset Management RSMTax Senior Manager - Financial Services/Asset ManagementNew York, NY$126,100–$253,000 / yearOn this particular team, you'll work with clients in the asset management industry with a focus on private equity funds, hedge funds, or fund of funds while utilizing top in field technology and national resources. Drive growth and profitability to the Asset Management practice by generating new revenue on existing client portfolio, cross selling and identifying new clients for the tax practice.
Merrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan MarketNew York, NY$36.06–$40.87 / hourResponsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.
Analyst/ Associate - Equity Research, Business & Information Services Bank of America CorpAnalyst/ Associate - Equity Research, Business & Information ServicesNew York, NY$110,000–$175,000 / yearResponsibilitiesWork with Senior Analyst to develop differentiated investment ideas and actionable research for institutional investor clientsWrite regular industry and company reports and company launch initiations from scratchParticipate in IPO-related vettings and analyst daysPerform complex financial modeling & valuation workDevelop databases integral to our research productDemonstrate strong industry knowledge and business judgmentSeek out new, unusual sources of information to augment our research capabilitiesClosely follow and understand market, industry and company specific activity, and relay to analyst when travelingBuild relationships and facilitate information flow with contacts at covered companiesInterview industry experts regarding our covered companies and industriesInteract regularly with sales, trading and external clientsRespond to research inquiries from our institutional investor clients during market hoursIf performance on team is strong enough, take on coverage of individual stocks over timeQualificationsBachelor's degree or equivalent years of experience; CFA or other relevant professional certifications is a plusMinimum 3 years experience - sell-side or buy-side (research, investment banking) preferredExperience covering business and information services, financials or software preferred but not requiredStrong writing, modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politicsCredit skills are a plusStrong verbal communication skills with a demonstrated ability to generate differentiated investment insights and communicate complex ideas clearlySelf-motivated, intellectually curious, and passionate about financial marketsMust have strong attention to detail, ability to multi-task, and a strong work ethicMust work well in a collaborative team environmentShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Per Diem Acute Patient Access Services Representative Banner HealthPer Diem Acute Patient Access Services RepresentativeEdison, New JerseyResponsible for in person patient intake and registration, providing superior customer service, accurately identifying, and obtaining authorizations patients’ insurance, verifying eligibility and benefits, generating patient estimates for services rendered, financial counseling, and collecting patient liability. Accredited by The Joint Commission and Designated as a Pathway to Excellence hospital, East Morgan County Hospital brings together state-of-the-art technology and an exceptional team of health care professionals to provide the most compassionate, innovative, and personalized care possible.
Fund Services Plus Manager - Real Estate RSMFund Services Plus Manager - Real EstateEdison, New YorkAt RSM, our deep industry experience and focus, as well as our competitive advantage through our cutting edge technology and innovation, defines our commitment to quality, making RSM a First Choice Advisor to our clients serving the financial services, technology, life sciences, and manufacturing industries. 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.
Treasury Management Client Services Associate II Axos BankTreasury Management Client Services Associate IINew York, NYResponsibilities: Provide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff. The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services.
Senior Registered Client Service Associate - New York, NY Raymond James Financial IncSenior Registered Client Service Associate - New York, NYNew York, NY$80,000–$96,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Capital Markets Client Service Associate - VN2872 MAREX Group LimitedCapital Markets Client Service Associate - VN2872New York, NY$150,000–$175,000 / yearThe primary function initially will be to provide the numerous Capital Markets trading desks with a central point of contact for onboarding, working closely with the various control and support functions that support onboarding, such as legal, credit, compliance and of course the KYC/onboarding team. Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets.
Relationship Advisor II- Fintech First Citizens BancShares IncRelationship Advisor II- FintechNew York, NY$73,500–$98,000 / yearFirst Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Manages internal Know Your Client "KYC" for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.
Global Treasury & Payments Advisor I First Citizens BancShares IncGlobal Treasury & Payments Advisor INew York, NY$75,000–$98,000 / yearBachelor''s Degree and 1 years of experience in OR High School Diploma or GED and 5 years of experience in Treasury Management, Cash Management, Commercial Banking, Payments, Treasury Sales Support, or related financial services experience. We are seeking a dynamic, highly motivated Treasury Management Sales Associate to support Treasury Management Sales Advisors across both the Corporate Banking and Middle Market Banking segments.
Product Marketing, Real Assets - Associate Blue Owl Capital Inc.Product Marketing, Real Assets - AssociateNew York City, NY$100,000–$115,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Global Private Wealth Marketing is responsible for driving awareness of the Blue Owl brand and product offerings with financial advisors and high-net-worth clients, generating leads for sales, and supporting global fundraising initiatives.
M&A Financial Due Diligence Data Analytics Senior Consultant Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Senior ConsultantMorristown, NJ$110,700–$218,300 / yearAn in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets - this includes managing the entire M&A lifecycle. We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, and sustainability.
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.