Senior 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.
Compliance 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. Demonstrated comprehensive knowledge in branch operations, client relationship and risk management with a strong working knowledge of bank back office processes and systems required.
Head of Wealth Management Compliance City National Bank City National BankHead of Wealth Management Compliance City National BankNew York, NYRemote$200,000–$340,000 / yearAdvanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9.
Tax Manager JobotTax ManagerGreat Neck, NY$100,000–$140,000 / 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.
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.
Tax 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.
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.
IT Assurance Senior Manager, Technology Risk Assurance bdo consultingIT Assurance Senior Manager, Technology Risk AssuranceNew York, NY$160,000–$180,000 / yearThe Assurance Senior Manager, Technology Risk Assurance is responsible for acting as an IT audit technical resource to clients, as well as internal stakeholders (Assurance teams), in the resolution of complex and high-level tasks associated with the audit process. Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Plans and executes IT audits, including obtaining an understanding of the control environment, designs test plans, evaluates deficiencies, and assesses the overall financial reporting control environment.
NewManager, Working Capital KPMGManager, Working CapitalNew York, NY$146,775–$267,030 / yearResponsibilities: Lead working capital engagements including order to cash, procure to pay and supply chain or inventory optimization as well as corporate performance improvement projects from start to finish, including setting scopes, budgets, staffing resources, generating information or data requests, leading client and target workshops, creating and coordinating final deliverables, and assisting with presentation of results. Lead the team to create value-add insights that tie to the client's strategic and financial ambitions, including identifying the underlying value proposition and challenging the client's near and long-term working capital and cash flow management objectives through structured data analyses to identify operational risks, efficiencies, or other opportunities.
NewManager, SAP FICO - Transfer Pricing KPMGManager, SAP FICO - Transfer PricingNew York, NY$145,350–$253,230 / yearIf 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. •Deep functional and technical knowledge of SAP intercompany processing (resource-related billing, cross-company sales/purchases), Profit Center Accounting, CO-PA, and multi-currency/multi-valuation configurations.
Senior 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.
NewManager, Strategy/M&A Execution KPMGManager, Strategy/M&A ExecutionNew York, NY$150,005–$323,380 / yearIf 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. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewManager, Strategy/Private Equity KPMGManager, Strategy/Private EquityNew York, NY$150,005–$323,380 / yearProven experience of articulating and advising on strategic issues in several of the following business areas: value creation, growth strategy, product innovation, business model transformations, operating model and profitability improvement, data monetization, and strategic planning, with experience leading and managing consulting teams; experience in one or more of our key industry sectors (Consumer/Retail, Energy, Financial Services, Industrial Markets, TMT, HCLS); cross-industry background preferred. Responsibilities: Lead enterprise-wide strategy and performance improvement engagements for private equity clients and manage the process from start to finish, including setting scopes, budgets, staffing resources, creating, and coordinating final deliverables, and assisting with presentation of results.
Tax Senior Manager, Partnerships bdo consultingTax Senior Manager, PartnershipsWoodbridge, NJ$99,750–$262,500 / yearAs a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In addition, the Tax Senior Manager, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.
Quality Management Senior Manager – Action Effectiveness bdo consultingQuality Management Senior Manager – Action EffectivenessNew York, NY$130,000–$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. This role analyzes inspection results and other quality-related findings connected to the firm’s system of quality management, identifies themes and systemic issues, and collaborates with firm leadership to develop and evaluate remedial actions.
Assurance Senior Manager bdo consultingAssurance Senior ManagerNew York, NY$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 S4 Public Cloud Professional Services Automation (PSA) KPMGManager, SAP S4 Public Cloud Professional Services Automation (PSA)New York, NY$145,350–$253,230 / yearExperience supporting at least two full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, Enterprise Portfolio and Project Management (EPPM), and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Qualifications: Minimum six years of recent external management consulting experience with a focus on hybrid business model transformation, including at least two full lifecycles SAP S/4HANA Public Cloud implementation in Enterprise Portfolio and Project Management (EPPM), Solution Order Management and/or Professional Services Automation, with demonstrated ability to support stakeholder engagement and contribute to business strategy and outcomes.
NewManager, SAP S4 Public Cloud P2R/EPPM Lead KPMGManager, SAP S4 Public Cloud P2R/EPPM LeadNew York, NY$145,350–$253,230 / yearQualifications: Minimum of six years of recent external management consulting experience, including at least Two full lifecycle SAP S/4HANA Public Cloud implementation with core responsibility for Enterprise Portfolio and Project Management (EPPM), demonstrating the ability to support stakeholder engagement and contribute to business and delivery outcomes. Responsibilities: Lead Enterprise Portfolio and Project Management (EPPM) workstreams within SAP S/4HANA Public Cloud transformation programs, supporting customer, internal, and investment project scenarios across Project to Result (P2R) and Professional Services environments, and participating in implementation lifecycle activities and solution reviews.
NewManager, IT M&A - Due Diligence, Integration, and Separation KPMGManager, IT M&A - Due Diligence, Integration, and SeparationNew York, NY$146,775–$267,030 / yearQualifications: Minimum five years of recent experience in technology/business consulting, or a combination of consulting and technology roles, with demonstrated involvement in IT transformation projects supporting IT-focused M&A projects: system integration/separation, platform migration, IT architecture modernization, outsourcing of IT operations, or regulatory technology implementation. 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.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligenceNew York, NY$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. 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.
NewManager, SailPoint Identity Governance Technical Lead KPMGManager, SailPoint Identity Governance Technical LeadNew York, NY$114,095–$268,180 / yearIf 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. Excellentanalytical, communication, presentation, and problem-solving skills, with theability to lead technical discussions; knowledge of AI tools and integrations,including management of non-human and agent identities.
Experienced Manager, Management Consulting bdo consultingExperienced Manager, Management ConsultingNew York, NY$140,000–$170,000 / yearThe Experienced Manager, Management Consulting will provide clients healthcare consulting services by assessing the client’s business needs, recommending and implementing technology, systems, applications, and operational solutions, and managing deliverables to timeline and budget. High School Diploma/GED AND eight (8) or more years of industry experience with EHR/Practice Management vendor systems, required OR Bachelor’s degree AND (6) or more years of industry experience with EHR/Practice Management vendor systems, required.
Manager, ISS - Cybersecurity bdo consultingManager, ISS - CybersecurityNew York, NY$130,000–$150,000 / yearKnowledge of applicable laws (e.g., Electronic Communications Privacy Act, Foreign Intelligence Surveillance Act, Protect America Act, search and seizure laws, civil liberties, and privacy laws), statutes (e.g., in Titles 10, 18, 32, 50 in U.S. Code), Presidential Directives, executive branch guidelines, and/or administrative/criminal legal guidelines and procedures relevant to work performed. This includes: Cybersecurity Maturity Model Certification (CMMC) for Maturity Levels 1, 3, and 5, NIST SP 800-171, NIST SP 800-172, NIST SP 800-53 (RMF), ISO 27001, CIS, the NST Cybersecurity Framework, and many others.
Senior Manager, Accounting Methods bdo consultingSenior Manager, Accounting MethodsNew York, NY$99,750–$262,500 / yearThe STS Tax Senior Manager, Accounting Methods pursue opportunities to enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal and written communication, project management, practice management, and business development. As an STS Tax Senior Manager, Accounting Methods, you will have the opportunity and charge to innovate and collaborate with fellow BDO colleagues in all of our business lines, as well as with our clients’ leaders in tax, accounting, and finance, and also in their operations, software, manufacturing, and supply chain departments.
NewManager, Forensic Technology KPMGManager, Forensic TechnologyNew York, NY$103,265–$206,540 / yearBachelor's degree in computer science, engineering, digital forensics, or equivalent from an accredited college or university is required; relevant training or certifications in the field, such as GIAC (GIME, GCFE, GCFA, GASF), IACIS (CFCE), Magnet (MCME), 13Cubed (IME Gold, ILD Gold), Cellebrite (CCME, CAAF, CAFF, CAIF), or Hexordia (HMAC). 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.
Tax Senior Manager, International Tax Services bdo consultingTax Senior Manager, International Tax ServicesNew York, NY$99,750–$262,500 / yearWork with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan. Additionally, the International Tax Senior Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.
Assurance 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.
Assurance Experienced Manager bdo consultingAssurance Experienced ManagerWoodbridge, NJ$130,000–$160,000 / yearTraditionally responsibilities of the Assurance Experienced 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.
Assurance 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.
Tax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesNew York, NY$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. 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.
Tax Senior Manager, Transaction Advisory Services (M&A) bdo consultingTax Senior Manager, Transaction Advisory Services (M&A)New York, NY$170,000–$220,000 / yearThe Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS Tax strategy. 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.
Transaction 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.
Tax Manager, International Tax Services bdo consultingTax Manager, International Tax ServicesNew York, NY$79,800–$168,000 / yearThe Tax Manager, International Tax Services will manage international tax consulting projects for multinational businesses including identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the overall implementation process between the client, BDO internal services teams, BDO member firms globally and outside advisors. An Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.
IT Experienced Manager, Technology Risk Assurance bdo consultingIT Experienced Manager, Technology Risk AssuranceNew York, NY$130,000–$160,000 / 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. The Assurance Experienced Manager, Technology Risk Assurance is responsible for leading a team of IS Assurance professionals in the review, documentation, evaluation and testing of information technology processes and controls in a wide range of environments.
Senior 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.
Managing Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingNew York, NYThis role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Assistant Vice President, Venture Banking StifelAssistant Vice President, Venture BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Managing Director, Client Portfolio Management New York Life Insurance CompanyManaging Director, Client Portfolio ManagementNew York, NY$250,000–$300,000 / yearNYL PFI is a leading capital provider in the private placement and asset backed finance industries The primary focus of NYL PFI is the origination and management of corporate and infrastructure related debt investments across a variety of sectors, including expertise in sports, REIT, healthcare and utility industries. With over 60 years in business, New York Life Private Fixed Income (“NYL PFI”) is the Private Placement and Asset Backed investment arm of New York Life Investment Management (“NYLIM”), which is a wholly owned subsidiary of New York Life Insurance Company (“New York Life”).
Corporate Vice President - Integrated Solutions Delivery Lead New York Life Insurance CompanyCorporate Vice President - Integrated Solutions Delivery LeadNew York, NY$160,000–$228,500 / yearThis role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions. The Integrated Solutions Delivery Lead is a key leadership role responsible for managing teams of technology professionals who design, develop, test and deploy a suite of integrated capabilities across Insurance, Annuities, and Wealth Management solutions.
NewHead of North American Solutions Sales ECLAROHead of North American Solutions SalesNew York, NYResponsibilities: As the Head of North America Solutions Sales, you will be responsible for: Championing growth of existing client relationships, collaborating closely with Commercial Bankers and leadership across Onboarding, Product, Services, and Marketing to drive new profitable business aligned with strategy. The Services organization provides Commercial Banking clients with access to global reach and deep transactional banking expertise, delivering insights, guidance, and solutions for both domestic and international growth.
Corporate Vice Pres, Dir, AI/Agentic Experience Strategy and UX Architecture - Consumer Journeys New York Life Insurance CompanyCorporate Vice Pres, Dir, AI/Agentic Experience Strategy and UX Architecture - Consumer JourneysNew York, NY$119,000–$200,000 / yearThe ideal candidate brings deep knowledge of how consumers and clients engage with life insurance, financial planning, retirement, and wealth management products and services across their lifecycle, combined with working fluency across AI and agentic technology domains, and a track record of moving beyond advisory work into hands-on concept development and experimentation. Maintain working fluency across key AI and agentic domains, including generative AI and LLMs, agentic and multi-step task automation, predictive and next-best-action models, conversational AI and virtual assistants, and RAG-based knowledge systems, sufficient to engage credibly with technical partners and evaluate capability claims.
ICB Insurance Coverage AVP BarclaysICB Insurance Coverage AVPNew York, NYManagement of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
Financial Operations Associate Stonex GroupFinancial Operations AssociateWarren, NJ$40,000–$43,000 / yearAs a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Assurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
J.P. Morgan Wealth Management - CAO Business Manager, Senior Associate JPMorgan Chase & CoJ.P. Morgan Wealth Management - CAO Business Manager, Senior AssociateJersey City, NJWhether leading initiatives across Wealth Management and the broader firm, developing business analyses that inform senior decision-making, or curating executive-ready presentations and coordinating leadership forums, the team ensures the CAO organization operates with clarity, alignment, and momentum. The JPMorgan Chase Wealth Management Chief Administrative Office (CAO) Business Management team is a newly formed organization that serves as a partner to the Wealth Management CAO, providing comprehensive day-to-day operational support and guiding the advancement of key business priorities.