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.
NewPremier Client Banker - PNC Wealth Management PNC Financial Services GroupPremier Client Banker - PNC Wealth ManagementUpper Montclair, NJ$76,500–$127,500 / yearLeverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
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.
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.
Sales Manager Apex Clearing CorporationSales ManagerNew York, NY$140,800–$176,000 / yearSales Strategy & Support: Collaborate with Sales Directors to develop and execute comprehensive sales strategies, maintain client relationships, meet organizational sales targets, and identify cross-selling and upselling opportunities. Market Research & Positioning: Conduct market research and analysis to identify emerging trends, provide actionable insights for tailored strategies, and position Apexs products dynamically for diverse audiences to showcase maximum value.
Sr Relationship Manager Apex Clearing CorporationSr Relationship ManagerNew York, NY$136,400–$170,500 / yearApex 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. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.
VP, US Equity Derivatives & Structured Products Risk Manager Jefferies LlcVP, US Equity Derivatives & Structured Products Risk ManagerNew York, NY$175,000–$200,000 / yearThe role reports directly to the Head of Derivatives US and works closely with colleagues across global Equities Risk Management, Equity Derivatives Trading and Structuring, Product Control, IPV, Finance, Technology, Model Risk, Credit Risk, Legal, Compliance, Audit, and other control functions. This includes understanding how market risk oversight connects with credit and counterparty risk, liquidity risk, operational risk, conduct risk, model and methodology governance, technology and data controls, new business review, limit governance, audit, regulatory expectations, and senior committee escalation.
VP, US Cash Equities Risk Manager Jefferies LlcVP, US Cash Equities Risk ManagerNew York, NY$175,000–$200,000 / yearReview large or complex one-off transactions, facilitation requests, concentrated positions, sector and country exposures, event-driven risks, convertibles exposures, securities finance desk activity, short positions, hard-to-borrow names, collateral considerations, and other material cash-equities risk drivers as part of the pre-trade and ongoing risk oversight framework. Strong understanding of cash equities products and related market risk drivers, including inventory risk, convertibles, securities finance desk activity, liquidity risk, concentration risk, event risk, sector and country exposure, facilitation risk, and P&L explain.
Install Base Account Manager ComplySciInstall Base Account ManagerNew York, NY$145,000–$165,000 / 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. In this role, youll serve as a trusted advisor to an existing portfolio of clients - registered investment advisers (RIAs), hedge funds, private equity firms, and other financial institutions - helping to align them with our technology and consulting solutions.
NewPortfolio Manager III Bank Of America Merrill LynchPortfolio Manager IIIMelville, NYKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Project Manager ComplySciProject ManagerNew York, NY$110,000–$137,500 / 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. The Project Manager brings rigor, accountability, and process discipline to high-visibility programs, ensuring initiatives are well-planned, clearly tracked, and delivered with executive-level transparency.
Financial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
NewSenior Manager, Business Incentives Group bdo consultingSenior Manager, Business Incentives GroupNew York, NY$99,750–$262,500 / yearA Tax Senior Manager, Business Incentives Group (BIG) in BDO’s Specialized Tax Services (STS) business is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. In addition, the STS BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.
NewAssurance Senior Manager bdo consultingAssurance Senior ManagerStamford, CT$150,000–$205,000 / yearThe Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information.
NewManager, SAP Business Process Controls & Security KPMGManager, SAP Business Process Controls & SecurityNew York, NY$114,095–$268,180 / yearBachelor's degree in business, information systems, accounting, supply chain, engineering, technology, or related field preferred; or high school diploma/GED required plus seven years of relevant SAP implementation experience; certifications such as SAP functional certifications, CISA, CISSP, or other relevant SAP or risk certifications are a plus. Solid hands-on knowledge of SAP business processes across one or more functional areas such as finance/controlling, order-to-cash, procure-to-pay, supply chain, manufacturing, asset management, or other enterprise functions, including experience translating business requirements into practical SAP solution designs.
NewPartnership Manager, Tax bdo consultingPartnership Manager, TaxNew York, NY$110,000–$150,000 / yearPerforms tax planning, preparation and research for Pass-Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners. The 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.
NewAssurance Manager bdo consultingAssurance ManagerStamford, CT$120,000–$140,000 / yearTraditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The 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.
NewAssurance Manager - NFP bdo consultingAssurance Manager - NFPNew York, NY$120,000–$140,000 / yearTraditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The 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.
NewTax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesNew York, NY$146,000–$200,000 / 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. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
NewTax Project Manager, Digital Transformation & Innovation bdo consultingTax Project Manager, Digital Transformation & InnovationNew York, NY$100,000–$175,000 / yearThe Manager will coordinate with business stakeholders, DT&I product management team, software developers and DT&I deployment teams to create and implement project plans to assist and guide technology solutions that meet the needs of our clients and professionals. The Tax Project Manager, Digital Transformation & Innovation will be an integral member of the BDO Tax Digital Transformation and Innovation team, primarily focusing on managing technology development projects.