Wealth Services Sales Support & Service Specialist Flagstar Bank NAWealth Services Sales Support & Service SpecialistBellerose, NY$17–$26.02 / hourAdministrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. Creating and distributing newsletters, presentations, and other support materials to educate retail branch banking team members and sales teams on product offerings, sales initiatives, and sales execution strategies.
Director, Consultant Relations Invesco LtdDirector, Consultant RelationsNew York, NY$200,000–$225,000 / yearThe role: Our Institutional Consultant Relations Team is looking for a Director, Consultant Relations to partner with the team of Managing Directors, Consultant Relations in executing our strategic plan with investment consultants. Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.
OTM Lead Consultant - Remote The Dignify Solutions, LLCOTM Lead Consultant - RemoteJersey City, NJRemoteCreate Agent, Saved Queries, Action checks, Custom Actions, Screensets, Manager layouts, Workbenches, assigning user preferences, user favorites, export/import of CSV, XML, JSPX, XSL (Style sheets) Project migration, Account Policy, User Roles and Business Monitor. Responsible to gather Customer Requirement, Understand Supply Chain Business, Create functional specifications, provide logic to technical team, prepare test data, conduct internal testing and user acceptance testing, go-live and support and related documentations.
Pricing Strategy Consultant Windstream Communications, LLCPricing Strategy ConsultantNYRemote$76,000–$99,900 / yearAbout the Role: The Consultant - Pricing, Dark Fiber & Fiber Infrastructure will lead pricing strategy, deal support, and commercial analysis for Uniti's wholesale fiber infrastructure offerings, with a primary focus on hyperscale customers and large strategic opportunities. Physical Tasks- Standing Occasionally: 0-33% | Walking Occasionally: 0-33% |Sitting and Stationary: Continuously: 67-100% | Bending: Occasionally: 0-33% | Crouching: Occasionally: 0-33% | Carrying: Occasionally: 0-33% | Reaching: Occasionally: 0-33% |Lifting -Lowering >1-15 lbs: Occasionally: 0-33% | Repetitive Hand Action: Medium Dexterity: Continuously: 67-100% | Fine Manipulating: Frequently: 34-66%.
Financial Advisor-(Multiple Levels)-Jackson Heights, Queens The Toronto-Dominion BankFinancial Advisor-(Multiple Levels)-Jackson Heights, QueensJackson Heights, NY$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 (Multiple Levels)- Greenpoint, Brooklyn The Toronto-Dominion BankFinancial Advisor (Multiple Levels)- Greenpoint, BrooklynBrooklyn, NY$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 Talent HarborFinancial AdvisorPlainview, New YorkGuided by a planning-first philosophy, our client firm partners with upper-middle-class families, young professionals, and pre-retirees across the New York metro area. Talent Harbor has been retained by an established, rapidly growing independent wealth management firm based on Long Island to find their next Financial Advisor.
NewFinancial Advisor (Multiple Levels)- West Harlem/ Bronx, NY The Toronto-Dominion BankFinancial Advisor (Multiple Levels)- West Harlem/ Bronx, NYNew York, NY$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.
Salesforce Financial Services Cloud Solution Architect Slalom IncSalesforce Financial Services Cloud Solution ArchitectNY$184,000–$225,000 / yearWe are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life.
Merrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan MarketNew York, NY$36.06–$40.87 / hourResponsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.
Merrill Advisor Development Program - Financial Advisor: Park Ave Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Park Ave MarketNew York, NY$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Merrill Advisor Development Program - Financial Advisor: Western Long Island Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Western Long Island MarketGarden City, NY$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Western Long Island Market Garden City, New York; Lynbrook, New York; Forest Hills, New York; Great Neck, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Paramus & Associates MarketParamus, NJ$80,000–$90,000 / yearWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve New York pay and benefits information New York pay range: $80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. Back to search results Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Paramus, New Jersey; Fort Lee, New Jersey; West Nyack, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Pre-Sales Consultant, Financial Services AlphaSense, Inc.Pre-Sales Consultant, Financial ServicesNY$80,000–$95,000 / yearWhat You Bring: Financial Services Expertise: 2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds. The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue.
Merrill Advisor Development Program - Financial Advisor: Morristown Short Hills Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Morristown Short Hills MarketFlorham Park, NJ$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Oracle Health Lead Organizational Change Consultant Oracle CorpOracle Health Lead Organizational Change ConsultantNY$71,200–$158,200 / yearAt least 10 years total related work experience, including: change management and/or project management experience, preferably health care information technology (HCIT) consulting with a major healthcare organization or large-scale IT transformation project. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle''s differing products, industries and lines of business.
Sr. Consultant, Business Systems Analysis Canadian Imperial Bank of CommerceSr. Consultant, Business Systems AnalysisNew York, NY$130,000–$150,000 / yearAgile Thinking, Business Requirements Analysis, Communication, Critical Thinking, Domain Knowledge, Operational Efficiency, Problem Solving, Process Design, Python (Programming Language), SQL Query Writing, Technical Writing, Trade Lifecycle. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Principal Consultant - Perioperative Oracle CorpPrincipal Consultant - PerioperativeNY$71,200–$166,100 / yearWe are looking for an experienced Consultant to help design, build/configure, activate, and support the implementation of Oracle Health EHR (Millennium) solutions across Federal agencies including the Department of Defense, United States Coast Guard, Veterans Affairs and Indian Health Service. Basic Qualifications: At least 5 years total combined related work experience and completed higher education, including: At least 2 years healthcare information technology (HCIT) consulting, HCIT support and/or other client-facing or information technology (IT) solution work experience.
Merrill Advisor Development Program - Financial Advisor: Wayne & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Wayne & Associates MarketWayne, NJ$80,000–$90,000 / yearEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Long Island East Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Long Island East MarketMelville, NY$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Long Island East Market Melville, New York; Smithtown, New York; Southampton, New York; Riverhead, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Midtown Manhattan Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Midtown Manhattan MarketWhite Plains, NY$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Solutions Consultant RidgelineSolutions ConsultantNew York, NYRemote$192,000–$240,000 / yearRidgeline is headquartered in Lake Tahoe, with offices in New York, Reno, the Bay Area, and Dublin, Ireland, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company.". This role offers the chance to engage with leaders across the asset management industry, showcase Ridgeline's unified cloud-native platform, and directly influence the adoption of modern investment management solutions.
NewSales Support Specialist New York Life Insurance CoSales Support SpecialistNew York, NYOur platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. With over $800 billion in assets under management, NYLIM is a Pensions & Investments Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients.
Branch Operations Lead East West Bancorp IncBranch Operations LeadBrooklyn, NY$26–$29 / hourAs a Branch Operations Lead, you will play a key role in: • Assisting customers with their financial needs such as cash withdrawals, deposits, transfers, and loan payment across different platforms (online and mobile) • Supervising the junior staff in the branch and providing guidance and approvals as needed • Supporting the Assistant Branch Manager in leading the branch team to achieve sales, service, and operational excellence. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Senior Consultant- Forensic, Litigation & Valuation Services TAG EisnerAmper, LLC (Inactive)Senior Consultant- Forensic, Litigation & Valuation ServicesIselin, NJOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Forensic, Litigation, Valuation Services (FLVS) Team: The EisnerAmper Forensic, Litigation, Valuation Services (FLVS) team is comprised of a diverse group of professionals from across the country with a multitude of experience and certifications to leverage distinctive perspectives and specializations.
Mortgage Loan Originator - Somerset / Hunterdon / Warren Provident Financial ServicesMortgage Loan Originator - Somerset / Hunterdon / WarrenIselin, NJPOSITION OVERVIEW: As an MLO you will be responsible for the origination of residential mortgages through the solicitation and development of centers of influence such as realtors, attorneys, builders, financial consultants, business customers, etc. Maintains a comprehensive understanding of the Bank Affordable Housing products, including portfolio, FHA, USDA, and Housing Finance Agency.
Case Manager GOOD SHEPHERD SERVICESCase ManagerBrooklyn, NY$48,000–$55,000 / yearPosition Summary: The Case Manager assists participants with a wide array of social services, including screening for appropriate government benefits, application and re-certification assistance for varied services and benefits, accessing affordable housing, applying for citizenship and other immigration services, referrals to public benefits agencies, advocacy for benefits and services, and community outreach to inform about the program's services. Workshops: • Develop, schedule, and implement frequent educational and self-advocacy workshops and webinars for participants around selected topics of interest to recent immigrant families, liaising with content area experts who will deliver the workshop information.
NewOCIO Pension Portfolio Manager, Vice President Morgan StanleyOCIO Pension Portfolio Manager, Vice PresidentPurchase, New York$115,000–$205,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Experience and knowledge in investment/wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
NewOcio Pension Portfolio Manager, Vice President Morgan StanleyOcio Pension Portfolio Manager, Vice PresidentPurchase, NY$115,000–$205,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Experience and knowledge in investment/wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
Private Wealth Management Director Of Business Strategy Morgan StanleyPrivate Wealth Management Director Of Business StrategyNew York, NY$90,000–$150,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for enhancing and maintaining deep relationships with new and existing clients.
MSIM- Institutional Portfolio Manager- Mortgage & Securitized Fixed Income- Vice President/ Executive Director Morgan StanleyMSIM- Institutional Portfolio Manager- Mortgage & Securitized Fixed Income- Vice President/ Executive DirectorNew York, NY$125,000–$250,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The successful candidate will serve as a subject matter expert on the team's securitized fixed income strategies and will represent the team in client meetings, due diligence sessions, consultant reviews, prospect presentations and internal distribution discussions.
Mortgage Loan Originator - Mortgage Loan Originator-Bergen County/Westchester Provident Financial ServicesMortgage Loan Originator - Mortgage Loan Originator-Bergen County/WestchesterParamus, NJPOSITION OVERVIEW: As an MLO you will be responsible for the origination of residential mortgages through the solicitation and development of centers of influence such as realtors, attorneys, builders, financial consultants, business customers, etc. Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York.
Financial Advisor (Multiple Levels)- Kings Highway, Brooklyn The Toronto-Dominion BankFinancial Advisor (Multiple Levels)- Kings Highway, BrooklynBrooklyn, NY$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 - Fourleaf Federal Credit Union LPL Financial ServicesFinancial Advisor - Fourleaf Federal Credit UnionWestbury, NY$50,000–$70,000 / yearThis employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Fourleaf Federal Credit Union for financial solutions.
Financial Advisor-Ramsey, NJ The Toronto-Dominion BankFinancial Advisor-Ramsey, NJNJ$78,520–$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.
Managing Consultant, Environmental Project Manager ERM International Group LtdManaging Consultant, Environmental Project ManagerManhattan, NY$105,450–$142,847 / yearWho We Are: As the largest global pure play sustainability consultancy, we partner with the world's leading organizations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations. Our diverse team of world-class experts supports clients across the breadth of their organizations to operationalize sustainability, underpinned by our deep technical expertise in addressing their environmental, health, safety, risk and social issues.
Financial Advisor/Stockbroker Trainee MORGAN WILSHIRE SECURITIES INCFinancial Advisor/Stockbroker TraineeGarden City, NY$30,000–$60,000 / yearFull timeFinancial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients.
LPL Financial Advisor Bethpage Federal Credit UnionLPL Financial AdvisorBethpage, NYUnderstanding the members' objectives, goals, time horizon and risk tolerance, prepare and deliver comprehensive financial plans, provide pre/post-retirement planning and wealth transfer strategies, that include; executing on the plan, rebalancing, selling, purchasing and establishing investments, transferring assets, portfolio reviews, analysis and assessments. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the divisions reputation and safeguarding FourLeaf, its members and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Assistant Project Engineer Veterans Sourcing GroupAssistant Project EngineerWhite Plains, NYRemoteThe assistant project engineer will support New York Power Authority generation projects by performing financial and project management tasks under the supervision of Project Engineers for all phases (Initiation, Scoping, Design, Construction, Close out) of the projects. Prepare project plans, risk registers, contractor/consultant award memos, purchase requisitions, scopes of work/services and other administrative/project governance documents at direction of Project Engineers.
Financial Advisor Associate- Bronx/Manhattan/Westchester The Toronto-Dominion BankFinancial Advisor Associate- Bronx/Manhattan/WestchesterNY$66,560–$99,320 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate - Bethpage, NY The Toronto-Dominion BankFinancial Advisor Associate - Bethpage, NYBethpage, NY$66,560–$99,320 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Senior Financial Advisor CAPTRUSTSenior Financial AdvisorNew Hyde Park, New York$175,000–$225,000 / yearFull timeThis is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice, not product sales or asset gathering quotas, within a firm that invests deeply in its people and their long-term success. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.
Financial Advisor Associate - Bethpage, NY TD BankFinancial Advisor Associate - Bethpage, NYBethpage, New YorkThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Private Wealth Management Institutional Consulting Relationship Manager Morgan StanleyPrivate Wealth Management Institutional Consulting Relationship ManagerNew York, New York$120,000–$150,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management.
Pricing Advisor Remote Dassault Systemes SEPricing Advisor RemoteNew York, NYRemote$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. The Pricing Team is responsible for supporting price definition for new and existing offerings within our Offering organization, conducting analyses to guide go-to-market (GTM) and business strategy decisions, and partnering with our sales organization to maximize profits and growth.
Institutional Consulting Relationship Manager Morgan StanleyInstitutional Consulting Relationship ManagerNew York, NY$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management.
MSFO Investment Officer - Private Markets; Global Investment Office, Vice President Morgan StanleyMSFO Investment Officer - Private Markets; Global Investment Office, Vice PresidentNew York, NY$115,000–$205,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley Family Office ("MSFO") group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.
Administrative Assistant Hill, Barth & KingAdministrative AssistantHolmdel, New Jersey$30–$32 / hourWe are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine.
NewSolutions Architect Manager Hill, Barth & KingSolutions Architect ManagerParamus, New Jersey$110,000–$155,000 / yearThe Solutions Architect Manager will lead a small team of developers, and project lead other functions (domestically and internationally), responsible for supporting and evolving mission-critical, SQL-based, as well as cloud-based applications that require API access that underpin core accounting, tax, and advisory workflows. The ideal candidate understands the regulatory rigor, data sensitivity, and client impact inherent in a large public accounting firm and can lead technology initiatives with a strong risk-aware mindset.
Msfo Investment Officer - Private Markets; Global Investment Office, Vice President Morgan StanleyMsfo Investment Officer - Private Markets; Global Investment Office, Vice PresidentNew York, NY$115,000–$205,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley Family Office ("MSFO") group partners with Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan Stanley Wealth Management.