Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingStamford, CT$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Senior Practice Technology Advisor Ropes & Gray LLPSenior Practice Technology AdvisorNew York, NY$150,100–$240,150 / yearThe firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C.The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring. The Senior Practice Technology Advisor works closely with practice groups, IT teams, and vendors to identify opportunities for technology adoption, conduct successful pilot programs, and ensure the seamless integration of new technologies into practice group workflows.
Energy Solutions Advisor Navigate Power & Verde SolutionsEnergy Solutions AdvisorStamford, ConnecticutRemote$50,000–$250,000 / yearTogether, Navigate Power & Verde Solutions offer an unprecedented array of resources and solutions— giving you, as a consultant/advisor, the powerful advantage of providing clients with comprehensive, end-to-end energy management services. From project design engineering to turnkey project management, Verde Solutions brings the best minds together to create industry-leading strategies in areas like solar, EV chargers’ installations, Battery storage and more.
Advisor Consultant Associate Neuberger Berman Group LLCAdvisor Consultant AssociateNew York, NYReporting to the National Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultants (external wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within the Midwest and West regions. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
Senior Wealth Advisor WeaverSenior Wealth AdvisorNew York, NY$100,000–$300,000 / yearThe Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.
Sales & Purchasing Advisor RichemontSales & Purchasing AdvisorNew York, New YorkWith thousands of watches available from more than 50 brands, including Rolex, Omega, IWC and more, plus boutiques across the UK and a manufacturer certified service centre, Watchfinder has established itself as the top pre-owned watch specialist. Buying, selling and negotiating prices of watches including part exchange to secure a deal with the best possible margin.
BD Senior Advisor, M&A Linklaters LLPBD Senior Advisor, M&ANew York, NY$130,000–$150,000 / yearParticipate in building and maintaining relationships and interconnectivity across broader Business Development & Marketing (BDM) function, including Clients & Sectors teams, to drive growth in priority sectors and market opportunities, and help to create compelling, M&A go-to-market campaigns to engage target clients. Technical Skills: Business Development, Business Partner Support, Client Presentation Strategy, Communication, Customer Relationship Management (CRM) System, Domain Expertise, New Business Development, Pitch Decks, Stakeholder Management, Strategic Business Planning.
Resales Specialist (Client Advisor) - Manhasset The RealReal, Inc.Resales Specialist (Client Advisor) - ManhassetManhasset, NY$21–$25 / hourAs a sustainable company, we give new life to pieces by thousands of brands across numerous categories-including women's and men's fashion, fine jewelry and watches, art, and home-in support of the circular economy. Clienteling & Outreach: Manage and grow a personal "book of business" by performing daily outreach to existing clients, turning one-time shoppers into lifelong loyalists.
2027 Technology, Data, AI & Ventures Summer Internship Program - Software Engineer Intern New York Life Insurance Co2027 Technology, Data, AI & Ventures Summer Internship Program - Software Engineer InternNew York, NY$30–$35 / hourAcross technology, data, AI, cyber, product, digital experience, architecture and infrastructure, TDAV combines the scale and investment of an industry leader with the opportunity to work with leading-edge technologies and help shape how a world-class financial services company competes in the AI era - all backed by the stability and purpose of a mutual company built to last. As part of the Technology, Data & Analytics Ventures (TDAV) Internship Program, this posting represents one of seven specialized internship opportunities: AI Engineer (MLOps), Software Engineer, Data Engineer, Platform Engineer, Security Engineer, Data Scientist, and Analyst.
Sales Advisor RichemontSales AdvisorNew York, New YorkAble to identify potential sales leads; perform targeted and diligent follow-up generating product selling opportunities at the Boutique. Our whole aim is to continue our tradition with new, outstanding products, very much in keeping with Lange's claim: State-of-the-art tradition.
NewLia Toyota Rockland - Automotive Service Technicians - Level B and Level C The Lia GroupLia Toyota Rockland - Automotive Service Technicians - Level B and Level CBlauvelt, NY$50,000–$70,000 / yearFull timeCOMPENSATION RANGE: $50K-$70KSIGN ON BONUS: N/AREQUIREMENTS: 3+ years of Service Technician experience required Diagnostic, Electrical, and Engine Repair experience required State Inspection certification required ASE Certification recommended Able to operate electronic diagnostic equipment Ability to learn new technology, repair, and service procedures and specifications Computer skills Ability to work in a fast-paced environment Must have clean & valid driver's licenseKEY RESPONSIBILITIES:Perform work specified on the repair order with efficiency and in accordance with dealership processesTest-drive vehicles, and test components and systems using diagnostic tools and special service equipment Diagnosing, maintaining, and repairing vehicle automotive systems including engine, transmission, electrical steering, suspension, brakes, air conditioning, etc. Lia service departments are equipped with the latest technologies & equipment including service drive alignment checker, alignment rack, and Hunter tire mounting and balancing machines.
Tax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesMelville, NYResponsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice; Recognize business opportunities for our clients and for CBIZ; Participate in business development activities, including networking, identifying referral opportunities, and assisting with proposal development. Maybe the internal advisor on technical matters as a Subject Matter Expert; Lead sophisticated tax planning engagements involving wealth transfer strategies, estate and gift tax planning, trust structures, charitable giving, and family succession planning.
Service Designer, eTeam Inc.Service Designer,New York City, NY$45–$51 / hourWe re looking for an experienced Service Designer to operate as a hands-on practitioner, producing high-quality journey artifacts and establishing the repeatable process for producing them at scale. You ll spend most of your time in the craft: mapping experiences, translating research into journey content, and producing artifacts that hold up as a single source of truth.
NewLia Toyota Rockland - Automotive Service Technician(s)- Level A and Level A+ The Lia GroupLia Toyota Rockland - Automotive Service Technician(s)- Level A and Level A+Blauvelt, NY$120,000–$150,000 / yearFull timeCOMPENSATION RANGE: $120k-$150K+SIGN ON BONUS: Up to $5000 available based on experience and/or certificationsREQUIREMENTS: 3+ years of Service Technician experience required Diagnostic, Electrical, and Engine Repair experience required State Inspection certification required ASE Certification recommended Able to operate electronic diagnostic equipment Ability to learn new technology, repair, and service procedures and specifications Computer skills Ability to work in a fast-paced environment Must have clean & valid driver's licenseKEY RESPONSIBILITIES:Perform work specified on the repair order with efficiency and in accordance with dealership processesTest-drive vehicles, and test components and systems using diagnostic tools and special service equipment Diagnosing, maintaining, and repairing vehicle automotive systems including engine, transmission, electrical steering, suspension, brakes, air conditioning, etc. Lia service departments are equipped with the latest technologies & equipment including service drive alignment checker, alignment rack, and Hunter tire mounting and balancing machines.
Customer Success Manager RB Global IncCustomer Success ManagerNorwalk, CTRB Global's portfolio of brands also includes Rouse Services, which provides a complete end-to-end asset management, data-driven intelligence and performance benchmarking system; SmartEquip, an innovative technology platform that supports customers' management of the equipment lifecycle and integrates parts procurement with both OEMs and dealers; Xcira, a leader in live simulcast auction technologies; and Veritread, an online marketplace for heavy haul transport. Through its auction sites in 13 countries and digital platform, RB Global serves customers in more than 170 countries across a variety of asset classes, including automotive, commercial transportation, construction, government surplus, lifting and material handling, energy, mining and agriculture.
Associate, Investment Banking - Healthcare Services Wells Fargo & CoAssociate, Investment Banking - Healthcare ServicesNew York, NY$175,000–$225,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Assist the senior banker and deal teams to analyze financial statements, conduct due diligence, build complex financial models, complete industry and comp analysis, and distill large amounts of information into concise memos that address key credit risks.
Senior Customer Success Manager Global RelaySenior Customer Success ManagerNew York, NY$100,000–$120,000 / yearYou will engage C-suite and senior stakeholders in Executive Business Reviews, orchestrate cross-functional delivery teams, and lead sophisticated renewal negotiations - all within one of the most demanding regulatory environments in enterprise SaaS. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations.
GTM Engineer: Customer Experience & Lifecycle Equinix, Inc.GTM Engineer: Customer Experience & LifecycleNew York City Office NYO1, NYDeep understanding of post-sale motions across Customer Success, support, delivery, and renewals, you know what a CSM does, how health scores are built, what drives churn, and what a customer supporter and delivery manager worries about. We are looking for a builder to elevate how Equinix identifies, engages, and converts new opportunities, designing the automations and AI-powered systems that fuel top-of-funnel pipeline generation across both demand generation and sales development motions.
Automotive Service Cashier South Shore Chrysler Dodge Jeep Ram of Five TownsAutomotive Service CashierInwood, New YorkRefers customers who have questions about the work performed, additional maintenance, or repairs etc. to the service advisor or other appropriate individual. Handles customer complaints with integrity and poise and, when necessary, refers dissatisfied customers to the appropriate individuals for resolution.
Customer Engagement Specialist (New York City) Levelpath IncCustomer Engagement Specialist (New York City)New York City, NY$62,000–$120,000 / yearReporting into Product, you will not only get a front row seat to what it takes to scale a successful product from the early days, but you will play a critical role in developing strong relationships with our customers and users, and advocating on their behalf to continuously improve our platform. Examples of day-to-day activities include answering support tickets, providing users guidance when they are stuck, generating product documentation, reporting bugs to product & engineering, and numerous other related jobs.
Associate General Counsel, Crypto Services FireblocksAssociate General Counsel, Crypto ServicesNew York, NY$202,000–$312,000 / yearFireblocks' platform and network provide the simplest and most secure way for companies to work with digital assets and it trusted by some of the largest financial institutions, banks, globally-recognized brands, and Web3 companies in the world, including BNY Mellon, BNP Paribas, ANZ Bank, Revolut, and thousands more. Working closely with product, engineering, compliance, and senior leadership and C-suite, Legal plays a central role in shaping Fireblocks' global strategy in the rapidly evolving digital assets ecosystem.
Majors Customer Success Manager (Asset Management) HarveyMajors Customer Success Manager (Asset Management)New York, New York$180,000–$210,000 / yearAs a Majors Customer Success Manager, you’ll play a critical role in guiding our largest customers through their journey with Harvey and defining the future of work at elite law firms, Fortune 500 companies and premier asset managers. Customer Health Monitoring: Proactively and strategically manage overall account health by monitoring key indicators, addressing risks early and driving initiatives that support long-term customer success and retention.
VP, Executive Partner - Customer Experience Forrester Research, Inc.VP, Executive Partner - Customer ExperienceNew York, NY$180,000–$294,000 / yearForrester's VIP service tier meets the unique needs of clients that drive or influence customer experience, marketing and digital business, who are typically the most senior leaders focused on delivering exceptional customer experiences at $1B-plus organizations. About This Role: Forrester Research is seeking an Executive Partner to work with executives in customer experience and digital leadership roles who are responsible for driving strategies that put customers at the center of their organization's leadership, strategy, and operations to maximize growth.
Chronosphere - Customer Success Architect Palo Alto NetworksChronosphere - Customer Success ArchitectNew York City, New YorkFor candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/com-missioned roles) is expected to be the annual range listed below. If you love solving complex problems, thrive in fast-paced environments, and want to leave your mark on a growing company and Customer Success organization in its most exciting phase, we’d love to hear from you.
Customer Success Manager HealthixCustomer Success ManagerNew York, NY$125,000–$165,000 / yearAbout Healthix Healthix is the largest public health information exchange (HIE) in New York State, securely connecting thousands of healthcare providers, hospitals, health plans, and community organizations to improve the quality, safety, and efficiency of care. The Customer Success Manager will build strong relationships with community and healthcare partners, serve as a trusted advisor across customer, community, city, and state initiatives, and develop a deep understanding of customer goals, workflows, and challenges.
Customer Success Manager MongoDB IncCustomer Success ManagerNew York City, NY$81,000–$160,000 / yearRelevant Experience: 5 to 7+ years in a technical customer-facing role (e.g., Technical Customer Success, Solutions Architecture/Engineering, Professional Services/Implementation, Technical Account Management) for a deeply technical, ideally consumption-based, product. Track and report progress against key business outcomes, forecast revenue retention and realization to senior leadership for business predictability, and identify new opportunities to expand customer impact, collaborating with presales teams to support growth.
Customer Success Manager ParambilCustomer Success ManagerNew York City, New York$120,000–$140,000 / yearThis is a high-impact, hands-on role where you'll be in the trenches daily: running onboarding sessions, driving adoption, managing renewals, and ensuring customers get maximum value from Parambil. Serve as a key contributor to testing, validation, and customer readiness efforts as new features ship — helping shape product functionality, UX, and go-to-market adoption strategies.
Director, Regional Marketing - Northeast Crinetics Pharmaceuticals, Inc.Director, Regional Marketing - NortheastNew York, NY$192,000–$240,000 / yearThese functions include identifying and mapping KOLs, developing KOL-specific engagement plans, supporting promotional speaker bureau development, diving peer-peer educational activities, managing vendor relationships and partnering with the Patient Marketing team on regional patient events. Develop strong collaboration with cross-functional partners: field sales leaders, sales representatives, National Account Directors and Regional Reimbursement Directors to ensure seamless field execution of promotional activities.
Senior Enterprise Customer Success Manager Carta IncSenior Enterprise Customer Success ManagerNew York, NY$153,000–$181,000 / yearBy building strong relationships with our Late Stage Private customers, you will be helping to secure our future pipeline for private and public liquidity opportunities, and drive strategic value for a key segment of Carta customers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital.
FP&A Manager, Professional Services (New York City) Medidata Solutions IncFP&A Manager, Professional Services (New York City)New York, NY$114,750–$153,000 / yearCelebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry. Responsibilities: Be a trusted advisor to leaders of assigned departments and lead their budgeting and forecasting activities, including long range planning and execution and ensuring operational plans are following financial budgets and forecasts.
Analyst, Client Service (Entry-Level, New York And San Francisco) ICONIQ CapitalAnalyst, Client Service (Entry-Level, New York And San Francisco)New York, NYThe Analyst, in collaboration with experienced team members, also helps support third-party vendor relationships on behalf of clients, serving as a liaison with concierge companies, attorneys, security providers, insurance brokers, and tax advisors to help drive core projects to completion on behalf of clients. Assist with the timely communication and execution of financial planning strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a high-touch, seamless experience for the client.
Tax Senior Manager I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMelville, NYServe as a trusted advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
Experienced Vice President - Investment Banking, Healthcare Services Guggenheim Partners LLCExperienced Vice President - Investment Banking, Healthcare ServicesNew York, NYMaintain working knowledge of multiple client sectors, monitor key industry drivers, and assemble insights to support and enhance advisory services and new business development initiatives. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesMelville, NY$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Managing Director, Transaction Advisory Services (M&A Tax) bdo consultingManaging Director, Transaction Advisory Services (M&A Tax)Melville, NY$250,000–$350,000 / yearThe responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions.
NewTax Supervisor | Private Client Services CBIZ IncTax Supervisor | Private Client ServicesMelville, NYWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Sales Associate / Client Service Associate - Wealth Management Jefferies Financial Group IncSales Associate / Client Service Associate - Wealth ManagementNew York, NY$75,000–$95,000 / yearThe Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals, and high-net-worth relationships, with a focus on biotech and healthcare. The individual should be comfortable communicating with sophisticated clients by phone and email, managing tone appropriately, and supporting Financial Advisors with client service, business development, account administration, planning coordination, and trading-related workflows, including 10b5-1 trading plans.
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.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesNew York, NY$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.
JLR Certified Technician | AutoNation Jaguar Land Rover White Plains AutoNation IncJLR Certified Technician | AutoNation Jaguar Land Rover White PlainsWhite Plains, NYAutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services.
Senior Audit Director - Investor Services Brown Brothers Harriman & CoSenior Audit Director - Investor ServicesNew York, NY$200,000–$260,000 / yearPromote internal audit quality by: Clearly defining the scope and objective of each internal audit or project, as well as the key risks to be evaluated during the planning and fieldwork phases; Lead reviews that challenge assumptions at a strategic level, addressing complex areas, and potential risk and control gaps. This is an exceptional opportunity for a talented financial services senior executive who is passionate about inspiring a team, possesses a distinguished record as a trusted risk and control advisor to senior management and values the impact a high performing internal audit function can have on a global, complex organization.
Tax Director/Principal, Professional Services AnchinTax Director/Principal, Professional ServicesNew York City, NY$220,000–$500,000 / yearServe as a strategic advisor to clients within the Professional Services industry, delivering high-quality tax planning and compliance solutions for Partnerships, Corporations and individual shareholders/partners. Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries.
Sr Client Service Associate Wealth Enhancement Group LLCSr Client Service AssociateGreat Neck, NY$80,000–$90,000 / yearWorking proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Senior Consultant - Financial Services Sia Partners SASSenior Consultant - Financial ServicesNew York, NY$124,400–$129,500 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward in a fast-paced, client-facing environment.
Consultant - Financial Services Sia Partners SASConsultant - Financial ServicesNew York, NY$89,800–$110,200 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Relevant Experience: Recent graduate or early-career candidate with up to 2 years of post-graduate experience, including internships, academic projects, or work experience demonstrating business problem-solving, analytical thinking, professional communication, AI-enabled ways of working, and a proactive, forward-deployed BA mindset; experience in financial services or management consulting is preferred.
Director of Professional Services Ivionics, LLCDirector of Professional ServicesHauppauge, NYWe are IVIONICS—an established technology services company with deep roots and long-term clients—seeking a Director of Professional Services to serve as senior vCIO to our most important clients while leading and setting direction for our consulting practice. Role Overview The Director of Professional Services serves as a senior vCIO advisor to IVIONICS’s largest and most complex clients while leading the consulting branch of our organization.
Client Service Specialist O'Shaughnessy Asset ManagementClient Service SpecialistStamford, ConnecticutAdvisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
NewFinancial Services Executive Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services ExecutiveRoslyn, NY$100,000–$200,000 / yearPerks: High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $ 100,000–$200,000*. Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group).
Director/Principal, Client Accounting Services AnchinDirector/Principal, Client Accounting ServicesNew York City, NY$200,000–$500,000 / yearAnchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
Senior Director, Clinical Services HealthCare Partners, MSOSenior Director, Clinical ServicesGarden City, NY$165,000–$190,000 / yearThe Senior Director serves as a trusted advisor to the SVP, Clinical Services, providing strategic counsel, operational leadership, executive-level project management, and oversight of key clinical initiatives that support quality outcomes, regulatory compliance, financial performance, and member satisfaction. The incumbent provides leadership for Utilization Management (UM), Care Management, Population Health, Special Needs Plan (SNP) Model of Care activities, and other Clinical Services operations while fostering collaboration across departments and external stakeholders.