Regional Consultant (Internal Wholesaler), Independent Broker Dealer (Ibd) Brookfield Corp.Regional Consultant (Internal Wholesaler), Independent Broker Dealer (Ibd)New York, NY$100,000–$125,000 / yearThe Regional Consultant (Internal Wholesaler), in partnership with a Regional Director, will be responsible for sales, support, and service of our IBD partners in their assigned region associated with Brookfield Oaktree Wealth Management Solutions. Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives.
Wealth Management Associate Morgan StanleyWealth Management AssociateNew York, NY$68,000–$120,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. 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.
Senior Product Manager (Margin) Apex Clearing CorporationSenior Product Manager (Margin)New York, NY$147,840–$184,800 / yearCommunication: Exceptional verbal and written communication abilities, capable of articulating complex product features, PR-FAQ and strategies with excellent ability to manage discussions and collaborations in multi team settings. Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all.
Wealth Management Analyst Morgan StanleyWealth Management AnalystNew York, NY$75,000–$125,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. 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.
GIMA Operational Due Diligence (OpDD) Analyst – Vice President Morgan StanleyGIMA Operational Due Diligence (OpDD) Analyst – Vice PresidentPurchase, New YorkThe GIMA Operational Due Diligence Analyst will perform operational due diligence on alternative investment funds and managers (fund-of-funds, hedge funds, private equity, real estate, alternative mutual funds, UCITS, evergreen funds (interval / tender), etc.) for new perspective managers and as part of the ongoing monitoring process for existing relationships. 10-15 years of total work experience including 7-10 years of direct operational due diligence experience across various types of alternative investment products and managers (alternative mutual funds, fund-of-funds, hedge funds, real estate funds, and/or private equity).
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.
Enhanced Compliance Consultant ComplySciEnhanced Compliance ConsultantNew York, NY$88,000–$121,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
NewTax Manager JobotTax ManagerGreat Neck, NY$120,000–$160,000 / yearFounded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. 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.
Gima Operational Due Diligence (Opdd) Analyst - Vice President Morgan StanleyGima Operational Due Diligence (Opdd) Analyst - Vice PresidentPurchase, NY$115,000–$190,000 / yearThe GIMA Operational Due Diligence Analyst will perform operational due diligence on alternative investment funds and managers (fund-of-funds, hedge funds, private equity, real estate, alternative mutual funds, UCITS, evergreen funds (interval / tender), etc.) for new perspective managers and as part of the ongoing monitoring process for existing relationships. Skills required: 10-15 years of total work experience including 7-10 years of direct operational due diligence experience across various types of alternative investment products and managers (alternative mutual funds, fund-of-funds, hedge funds, real estate funds, and/or private equity).
WM Philanthropy Management, Vice President Morgan StanleyWM Philanthropy Management, Vice PresidentNew York, New York$115,000–$190,000 / yearWorking in a dynamic, fast-paced team environment with Philanthropic Platforms, Philanthropic Advisory, senior leadership, cross-functional business partners, and external service providers, the Vice President designs and manages programs, partnerships, communications, and operational workstreams that strengthen relationships with clients, Financial Advisors, and philanthropic partners. Drive business development initiatives that expand philanthropic capabilities and enhance the MS GIFT product offering, including the support and build of the ‘continuum of impact’ strategy through Morgan Stanley Inclusive and Sustainable Ventures and workplace charitable giving strategies in partnership with Morgan Stanley at Work.
Global Investment Office - Institutional Portfolio & Risk Analytics, Vice President Morgan StanleyGlobal Investment Office - Institutional Portfolio & Risk Analytics, Vice PresidentNew York, New YorkOur 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. You will be expected to translate portfolio management needs into scalable analytics solutions, working closely with team leads, Portfolio Managers, Technology, Client Advisory teams, and other organizations.
Director - Family Office Accounting Services (CPA Firm) PKFOD CareersDirector - Family Office Accounting Services (CPA Firm)New York, New YorkEvaluate and implement accounting software and workflow tools within the Family Office Services practice, leveraging deep knowledge of platforms such as Sage Intacct, QuickBooks Online, and NetSuite while actively exploring and adopting emerging solutions — including AI-driven asset management platforms (e.g., Asseta.ai), Engage with and develop fluency in next-generation platforms such as Asseta.ai for real estate and investment asset tracking — an opportunity to help shape how PKF O’Connor Davies delivers cutting-edge family office services; prior Asseta.ai experience is a plus, not a prerequisite.
Equity Sales and Products Associate Morgan StanleyEquity Sales and Products AssociateNew York, New YorkOur 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. Equity Sales and Products Solutions professionals at Morgan Stanley Wealth Management leverage the thought leadership of the firm and deliver market commentary, actionable trade ideas and positioning advice to Financial Advisors for use in client accounts.
Equity Sales And Products Associate Morgan StanleyEquity Sales And Products AssociateNew York, NY$70,000–$115,000 / 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. Equity Sales and Products Solutions professionals at Morgan Stanley Wealth Management leverage the thought leadership of the firm and deliver market commentary, actionable trade ideas and positioning advice to Financial Advisors for use in client accounts.
Alternative Investments Product Development Associate Morgan StanleyAlternative Investments Product Development AssociateNew York, NY$70,000–$115,000 / 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. The role will focus on onboarding and maintaining alternative investment offerings and partnering closely with fund managers, MSWM Advisors, MSWM Field Management, and other Morgan Stanley stakeholders.
Path to Advice Analyst (Strategy) Morgan StanleyPath to Advice Analyst (Strategy)Purchase, New York$58,000–$115,000 / 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. In this role, you will support the strategy of several initiatives the Path to Advice team is standing up, including the development of new product lines (e.g., corporate cash, lending) that will span our Advisor, Workplace, and Direct client segments.
Path To Advice - Associate/Avp (Strategy) Morgan StanleyPath To Advice - Associate/Avp (Strategy)Purchase, NY$70,000–$135,000 / 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. In this role, you will support the strategy of several initiatives the Path to Advice team is standing up, including the development of new product lines (e.g., corporate cash, lending) that will span our Advisor, Workplace, and Direct client segments.
Path to Advice - Associate/AVP (Strategy) Morgan StanleyPath to Advice - Associate/AVP (Strategy)Purchase, New YorkOur 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. In this role, you will support the strategy of several initiatives the Path to Advice team is standing up, including the development of new product lines (e.g., corporate cash, lending) that will span our Advisor, Workplace, and Direct client segments.
NewTransaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) bdo consultingTransaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD)New York, NY$100,000–$170,000 / yearThe 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.
Wealth Relationship Manager Safe Act - Assistant Vice President Citigroup Inc.Wealth Relationship Manager Safe Act - Assistant Vice PresidentNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.