NewSenior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewCompliance Specialist Senior Wealth Management City National BankCompliance Specialist Senior Wealth ManagementNew York, NYRemote$85,000–$145,000 / yearFunctions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Working knowledge of OCC Retail Non-Deposit Investment Products (RNDIP), Regulation R, associated investment products and services including associated ERISA compliance requirements.
NewSr. Tax Manager JobotSr. Tax ManagerNew York, NY$160,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team specializes in complex tax strategies tied to equity compensation, liquidity events, and high-growth environments, delivering white-glove service and strategic insight beyond traditional compliance.
NewTax Technical Expert - Manager, Director, Partner JobotTax Technical Expert - Manager, Director, PartnerWoodbury, NY$190,000–$400,000 / yearLead sophisticated tax planning and advisory work across a diverse client base that includes multinational entities, financial services firms, private investment funds, and ultra-high-net-worth individuals. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewTrainee Wealth Management Investment Firm in Stamford, CTTrainee Wealth ManagementStamford, CTIn this role, you will support our portfolio managers in providing investment management and tax management services to our high net worth clients. SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles.
NewSenior Manager - Investment Management Governance Office - RNDIP/ Reg R City National BankSenior Manager - Investment Management Governance Office - RNDIP/ Reg RNew York, NYRemote$275,000–$325,000 / yearWorking within the Investment Management Governance Office and with Senior Management of the Wealth Management division, this role will be responsible for City National Bank's Retail Non-Deposit Investment Program (RNDIP) and Reg R compliance to include coordination with City National Bank's Network Affiliates and colleagues across the division to implement policies, develop procedures and controls related to the governance requirements outlined in the OCC RNDIP Handbook (June 2024) and produce quarterly metrics and reports to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee. Compensation Starting base salary: $275,000 - $325,000 per year in New York, NY $225,000 - $275,000 per year in Los Angeles, CA $200,000 - $250,000 per year in Newark, Delaware or Charlotte, NC Exact compensation may vary based on skills, experience, and location.
NewFinancial/Wealth Management Advisor Northwestern MutualFinancial/Wealth Management AdvisorStamford, CT$82,000–$250,000 / yearAs a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis .
NewAssociate Wealth Advisor, Schwab Wealth Advisory Charles SchwabAssociate Wealth Advisor, Schwab Wealth AdvisoryStamford, CTCoachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
NewSenior Engineering Manager - Startup - Remote Everforth, CybercodersSenior Engineering Manager - Startup - RemoteNew York, NYRemote$200,000–$250,000 / yearWe're working with a fast-growing B2B fintech platform helping wealth management firms connect, orchestrate, and synchronize data across their technology stack. We're looking for a Senior Engineering Manager to lead a core product engineering team responsible for user workflows and a data orchestration platform.
NewManager, Salesforce Health Cloud & Agentforce Forward Deployed Engineer KPMGManager, Salesforce Health Cloud & Agentforce Forward Deployed EngineerNew York, NY$151,430–$254,380 / yearStrong knowledge of healthcare compliance (HIPAA, PHI/PII handling), and experience with Salesforce Shield, Event Monitoring, Data Masking, OmniStudio (OmniScripts, Integration Procedures, DataRaptors), enterprise AI/ML services or external models, Agile/Scrum methodologies, strong problem-solving, communication, and stakeholder management skills preferred. Design and configure Agentforce agents, topics, instructions, actions, and escalation paths using Agentforce Builder, Flow, Apex, and APIs, and develop and test Prompt Builder templates and grounded AI experiences using Salesforce data, Data Cloud, knowledge, and retrieval-augmented generation (RAG) patterns.
NewManager, SAP AI & Agent Governance KPMGManager, SAP AI & Agent GovernanceNew York, NY$114,095–$268,180 / yearStrong hands-on understanding of one or more SAP business process areas such as Finance/Controlling, Procure-to-Pay, Order-to-Cash, Supply Chain, Manufacturing, Asset Management, or Human Capital Management, including SAP processes, transactions, master data, workflow, integrations, and business requirements. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
NewLead Specialist, IAM Delivery Manager KPMGLead Specialist, IAM Delivery ManagerNew York, NY$114,095–$268,180 / yearResponsibilities: Provide management coordination and oversight of Cyber Managed Services delivery of contracted services; work with client and KPMG stakeholders to plan, coordinate, and deliver day-to-day engagement activities that meet client expectations for quality; monitor engagement execution and provide periodic and ad?hoc status reporting, identifying and communicating issues, risks, dependencies, and opportunities for continuous improvement to client stakeholders and engagement leadership. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewNational Sales Manager - US Market Gellert Global GroupNational Sales Manager - US MarketElizabeth, NJ$90,000–$100,000 / yearThe ideal candidate will be highly collaborative, analytical, and hands-on, with experience managing distributor networks, driving sales performance, and building strong customer relationships in the foodservice industry. MENU, part of the GGG ecosystem, is seeking a results-driven National Sales Manager – U.S. Market to lead sales growth and market expansion across the United States.
NewCommercial Relationship Manager | Business Banking & Capital Advisory Evolution Capital GroupCommercial Relationship Manager | Business Banking & Capital AdvisoryRockville Centre, NYEvolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution.\n\nThe firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM.\n\nBy combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter. Evolution Capital Group is expanding its commercial finance and advisory platform and is seeking experienced Commercial Relationship Managers, Business Bankers, and Commercial Banking professionals who have built meaningful relationships with business owners, real estate investors, CPAs, attorneys, and other centers of influence.
NewAssociate Financial Advisor Alliance Global PartnersAssociate Financial AdvisorStamford, CTOngoing monitoring and management of the client’s wealth management plan; Scheduling, coordinating, and actively participating in client meetings; Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and. As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewFinancial Consultant (Entry-Level Training Provided) Equitable AdvisorsFinancial Consultant (Entry-Level Training Provided)New York, NYProfessional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually.
NewAssociate Financial Advisor New York Life - UniondaleAssociate Financial AdvisorUniondale, NYResponsibilities: Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
NewFinancial Advisor | Path to Partnership Voya Financial - ElmsfordFinancial Advisor | Path to PartnershipStamford, CT$70,000–$85,000 / yearOur mission is to simplify complex financial concepts, provide honest and holistic guidance, and help educators confidently achieve their long-term retirement and financial goals. This position begins with financing, and a salary that lasts for one to three years, alongside commissions, and a clear pathway to building and acquiring your own book of business.