NewClient Service Specialist Jambalaya GroupClient Service SpecialistNew York, NY$85,000–$110,000 / yearYou will support the full client-service cycle—from preparing for client and prospect meetings and coordinating account and insurance workflows to maintaining CRM records, managing follow-up, supporting financial-planning activities, and helping advisors identify opportunities for clients. Our New York City team is growing, and we are looking for an experienced Client Service Specialist who can provide high-level support to our advisors while helping deliver an exceptional experience for our clients.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorFarmingdale, NY$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Wealth Lending Specialist - New York, NY The Toronto-Dominion BankWealth Lending Specialist - New York, NYNew York, NY$25.75–$41.50 / hourThis role focuses on maximizing client's satisfaction with their borrowing relationships, maximizing, and seizing the opportunity to retain and grow balances through day to day loan modification activities, loan structuring discussions such as trusts or asset holdings companies acting as borrowers, pricing exception request submissions where appropriate, daily collateral monitor activities including communications with IAs and clients on any collateral advance rates or shortfalls that require attention, curing margin calls and supporting new client onboarding and loan application fulfilment. Wealth Lending Advisor and is a high touch, point of client and Investment Advisor contact accountable to address the unique and complex needs of securities-based and custom lending High-Net-Worth clients in internal Private Client Wealth (TDPCW) and 3rd Party channels.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New YorkNew York, NY$80,000–$160,000 / yearThe Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Enterprise Architect - Client Reporting Alpha Financial Markets Consulting Group LtdEnterprise Architect - Client ReportingNY$196,000–$239,400 / yearEstablish, champion, and continuously evolve best practice technical methodologies across client reporting programs, spanning SDLC, data architecture, data migration strategies, and integration patterns, influencing clients and internal teams to drive adoption of industry-leading approaches. In your role as a Client Reporting Enterprise Architect, you will be responsible for the following: Serve as the senior architecture authority across large-scale client reporting programs, setting the strategic direction for end-to-end delivery including analysis & design, requirements governance, system configuration/integration, QA validation, and knowledge transfer.
Asset & Wealth Management, Partner Family Office Advisor, Vice President- New York The Goldman Sachs Group IncAsset & Wealth Management, Partner Family Office Advisor, Vice President- New YorkNew York, NY$115,000–$270,000 / yearOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. The New Private Wealth Advisor (NPWA) Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team.
Data Scientist Lead-Vice President JPMorgan Chase Bank, N.A.Data Scientist Lead-Vice PresidentNew York, NYFull timeEffectively coach a team on both the computational aspects of big data as well as working with statistical models (e.g., complex SQL scripts, PySpark libraries or Jupyter Notebooks) while staying focused on solving problems, not just boosting model performance curves. Hands-on experience applying statistical and quantitative techniques (for example: decision trees, linear regression, logistic regression, ridge regression, multicollinearity analysis, string similarity, behavioral analytics, and look-alike modeling).
Asset & Wealth Management, Private Wealth Management, Financial Investment Professional, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Financial Investment Professional, Associate - New YorkNew York, NY$85,000–$160,000 / yearOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Artificial Intelligence Research - Senior Associate JPMorgan Chase Bank, N.A.Artificial Intelligence Research - Senior AssociateNew York, NYFull timeStrong track record of research in one of the following areas: (a) Synthetic Data Generation across multiple modalities (tabular, images, time-series, etc.), synthetic personas and agent simulations (b) Hybrid agent architectures including LLMs and AI planning, formal logic, solvers and neuro-symbolic approaches (c) Multimodal information discovery, deep research and analysis spanning multiple modalities e.g. The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management, effectively and responsibly.
Manager, Content (Financial Services) WSA IPG DXTRAManager, Content (Financial Services)New York, New YorkWhere an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications. The ideal candidate has a talent for translating complex financial information into clear, compelling content for diverse audiences, including the general public, wealth advisors, and other financial professionals.
Manager, Content (Financial Services) Mediabrands Worldwide IncManager, Content (Financial Services)New York, NY$70,000–$85,000 / yearWhere an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications. The ideal candidate has a talent for translating complex financial information into clear, compelling content for diverse audiences, including the general public, wealth advisors, and other financial professionals.
Financial Advisor (Multiple Levels)- Manhattan, NY TD BankFinancial Advisor (Multiple Levels)- Manhattan, NYNew York, New York$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor-Stamford, CT (Multiple-Levels) TD BankFinancial Advisor-Stamford, CT (Multiple-Levels)Stamford, Connecticut$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewFinancial Advisor (Multiple Levels)- Ramsey, NJ TD BankFinancial Advisor (Multiple Levels)- Ramsey, NJRamsey, New Jersey$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor- Astoria, NY TD BankFinancial Advisor- Astoria, NYAstoria, New York$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Product Management - Digital Client Experience - Assistant Vice President Morgan StanleyProduct Management - Digital Client Experience - Assistant Vice PresidentWhite Plains, NY$85,000–$140,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. 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.
NewSenior Client Service Associate Wealth Enhancement Group LLCSenior Client Service AssociateNYRemote$75,000–$85,000 / yearThe Senior Client Service Associate provides advanced administrative and operational support to financial advisors, manages complex account and service requests, coordinates client communications and meetings, and helps ensure the efficient operation of the practice. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
Solutions Consultant - Investment Technology & Data Alpha Financial Markets Consulting Group LtdSolutions Consultant - Investment Technology & DataNY$100,000–$150,000 / yearRole Requirements: Minimum 3 years of experience with implementations, product management, or production support role with focus on front office technology such as Blackrock Aladdin, Charles River IMS, Bloomberg AIM, Simcorp, Finbourne, or Ridgeline. Alpha Tech Services represents the technology implementation/business integration arm of the Alpha group, with deep expertise in delivering change and transformation programs centered around Asset & Wealth technology solutions.
Client and Account Data Product Manager - Vice President JPMorgan Chase & CoClient and Account Data Product Manager - Vice PresidentJersey City, NJJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Financial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGE Ernst & Young Global LtdFinancial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGENew York, NY$104,600–$191,600 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.