Senior Banker - Chinatown Financial Center - Bilingual Mandarin Required Bank of America CorpSenior Banker - Chinatown Financial Center - Bilingual Mandarin RequiredNew York, NY$25–$31.37 / hourResponsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Financial Advisor- Bronx/Manhattan/Westchester The Toronto-Dominion BankFinancial Advisor- Bronx/Manhattan/WestchesterNY$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.
Financial Solutions Advisor Registration Candidate - Westchester/Bronx Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Westchester/Bronx MarketBronx, NY$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. 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.
Financial Advisor-Stamford, CT (Multiple-Levels) The Toronto-Dominion BankFinancial Advisor-Stamford, CT (Multiple-Levels)Stamford, CT$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.
Senior Associate, Risk Consulting - Financial Services RSMSenior Associate, Risk Consulting - Financial ServicesNew York, NY$77,700–$146,900 / yearIn the Financial Services Risk, Compliance, and Internal Audit Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, lender field examination teams and various other members of management tasked with managing risk. As a senior associate in RSM's growing Financial Services Risk Consulting Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture.
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.
Financial Solutions Advisor Registration Candidate- NW Snohomish Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- NW Snohomish MarketMount Vernon, New YorkUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
NewBusiness Solutions Advisor - Williamsburg Financial Center - Brooklyn, NY Bank of America CorpBusiness Solutions Advisor - Williamsburg Financial Center - Brooklyn, NYBrooklyn, NY$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Senior Financial Planner CAPTRUSTSenior Financial PlannerNew Hyde Park, New York$150,000–$200,000 / yearThis 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.
J.P. Morgan Wealth Management - Private Client Advisor - Scarsdale JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - ScarsdaleScarsdale, NYChampion and support your teammates' success and the goals of the bank, while fostering a culture of diversity • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills • This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Great Neck, NY (English and Mandarin Preferred)Great Neck, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewCapital Markets Advisor Initio CapitalCapital Markets AdvisorNew York, NY$200–$500Capital Markets Advisors are a key tier of our ecosystem—providing strategic guidance on capital formation, fundraising, and market positioning while benefiting from earning opportunities and enhanced credibility across our network. Initio Sphere is onboarding Capital Markets Advisors to provide strategic, operational, and capital-markets expertise to fund managers, investors, and deal sponsors.
Investment Strategy Advisor Initio CapitalInvestment Strategy AdvisorNew York, NY$200–$500Investment Strategy Advisors are a key tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and enhanced credibility across our network. This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of closing capital transactions or leading investment initiatives.
Associate Vice President, Financial Reporting Ares OperationsAssociate Vice President, Financial ReportingNew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. This role will support SEC reporting for ACI, including requirements related to its private business development company (BDC) structure, while partnering closely with fund finance & accounting, legal, operations, investment professionals and the broader finance and accounting organization.
Lead AI Product Manager VOYA Financial Inc.Lead AI Product ManagerWork@Home, NY$130,970–$183,680 / yearWorking across business, technology, compliance, legal, and risk functions, the Lead AI Product Manager identifies high-impact opportunities and delivers AI-enabled solutions that drive measurable customer and business outcomes. Strong knowledge of LLM-based products, retrieval-augmented generation (RAG), agentic workflows, model evaluation frameworks, experimentation methodologies, and data-driven product development.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateFairfield, CT$25–$44 / hourOur 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.
Frontier Industry Advisor - Capital Markets Microsoft CorpFrontier Industry Advisor - Capital MarketsNew York, NY$107,600–$187,500 / yearMasters Degree in Computer Science, Information Technology, Engineering, Business or related field AND 7+ years customer-facing experience in financial services, management consulting, consultative selling, technology or industry-relevant equivalent management or technical work experience OR Bachelors Degree in Computer Science, Information Technology, Engineering, Business or related field AND 10+ years customer-facing experience in financial services, management consulting, consultative selling, technology or industry-relevant equivalent management or technical work experience. Experience may include work with sell-side institutions, buy-side firms, financial market infrastructures, exchanges, clearing and settlement organizations, data and analytics providers, payments organizations, wealth and asset management firms, digital asset platforms, private equity firms, hedge funds, securities services, custody, risk, compliance, trading, research, or post-trade operations, with a focus on driving digital transformation through cloud, data, AI, Frontier AI, automation, security, and modern platform capabilities.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesMelville, NY$80,000–$115,000 / yearOur 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. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Assurance Manager - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Manager - Financial ServicesMelville, NY$85,000–$150,000 / yearOur 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. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Industry Advisor Salesforce IncIndustry AdvisorNew York, NY$208,180–$278,460 / yearIn this senior advisory role, you'll serve as the bridge between Salesforce's security capabilities and the CISO/InfoSec community - engaging security leaders at the C-suite level to understand their most pressing enterprise security challenges, articulating Salesforce's security posture in their language, and accelerating trust and adoption of Salesforce Trusted Services solutions. Lead and facilitate multi-customer security roundtables, executive dinners, and industry conference sessions (e.g., Gartner CISO Summit, Salesforce hosted events) to drive Salesforce and AI governance thought leadership in the CISO community.
NewAudit Manager II - Internal Controls over Financial Reporting-2 The Toronto-Dominion BankAudit Manager II - Internal Controls over Financial Reporting-2New York, NY$92,220–$149,310 / yearShareholder Accountabilities: Adheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines, contributes to the review of internal processes and activities and assists in identifying control weaknesses / failures, potential opportunities to improve operational efficiencies for their business area. 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.
Senior Compliance Officer - FCM Advisor - VN2537 MAREX Group LimitedSenior Compliance Officer - FCM Advisor - VN2537New York, NY$150,000–$180,000 / yearThe depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics. Purpose of Role: Marex is seeking a Senior Compliance Officer - FCM Advisor who will provide compliance advisory services for FCM as well as related Introducing Brokers (IBs), Guaranteed Introducing Broker (GIBs), and Swap Dealers.
Compliance Officer Broker-Dealer Advisor Equities and Options - VN2750 MAREX Group LimitedCompliance Officer Broker-Dealer Advisor Equities and Options - VN2750New York, NY$150,000–$185,000 / yearPurpose of Role: Marex is a seeking a Broker-Dealer Compliance Advisor (focusing on Equities and Options) who is meant to be a subject matter expert in U.S. Broker-Dealer regulation providing compliance advisory services, with a strong background on Equities and Listed Options trading activities, as well as knowledge of various regulatory reporting requirements. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics.
International Platform Strategy Advisor TransUnionInternational Platform Strategy AdvisorNew York, NY$100,100–$150,000 / yearFor You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. Partner with cross-functional stakeholders across International Operations, Sales/Sales Support, Finance, Billing, Technology, and other business teams to build alignment around scalable, globally consistent ways of working.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA) Financial Industry Regulatory Authority IncSenior Advisor: Market Regulation & Regulatory Service Agreement (RSA)New York, NY$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorNew York, NYRemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Medicare Advisor PropelMedicare AdvisorBrooklyn, NY$70,000–$80,000 / yearWere currently accepting applications from the states we have an established entity, which includes California, Colorado, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, New York, Oregon, Pennsylvania, Texas, Virginia, and Washington. Flex outside of core D-SNP advisory as needed, supporting broader Medicare enrollment efforts, general app CX, and other team initiatives as we scale into new states and markets.
AWM Management-L2-New York-Associate-Product Management The Goldman Sachs Group IncAWM Management-L2-New York-Associate-Product ManagementNew York, NY$85,000–$160,000 / yearAs part of one of the world's leading asset managers with over $3.14 trillion in assets under supervision globally, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. 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.
Associate, Strategic Partnerships Ares OperationsAssociate, Strategic PartnershipsNew York, New York$120,000–$135,000 / yearAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Develop and maintain strong working relationships with internal subject‑matter experts across Finance & Accounting, Legal, Compliance, Relationship Management, Investor Operations & Services, Product Management, Investor Relations, Performance, Quantitative Investment Solutions, and Quantitative Research.
Index Relationship Manager Buyside Enterprise Sales - Bloomberg Financial Solutions Bloomberg LPIndex Relationship Manager Buyside Enterprise Sales - Bloomberg Financial SolutionsNew York, NY$145,000–$235,000 / yearAs an Index Sales Specialist you will seek wider adoption and increased penetration of Bloomberg Index products in key client segments: Asset Owners, Insurance, Consultants, and Asset Managers in a US regional territory. You will be responsible for building and maintaining relationships with key influencers in the asset owner and asset management community and provide them with consultative, commercially focused index solutions.
NewSr Project Director Commercial - Hudson Tunnel - 90377183 - New York (New York, NY, US, 10119) AmtrakSr Project Director Commercial - Hudson Tunnel - 90377183 - New York (New York, NY, US, 10119)New York, NY$187,500–$242,892 / hourThis position will also conduct outreach, coordination and collaboration with Amtrak departments, the Federal Transit Administration, Federal Railroad Administration, Gateway Development Commission, Port Authority of New York & New Jersey, NJ TRANSIT, States and localities, commuter and freight operators, and suppliers, other third parties, investors and stakeholders to develop strategies, plans, funding and finance approaches, and partnerships to advance Amtrak’s mission. This position will direct project execution teams to ensure projects deliver high-quality assets safely and effectively, as well as ensuring the Program stays within the approved scope, schedule, and budget, and ensure that adequate and timely support is obtained from other functions.
Lead Product Manager CapIntelLead Product ManagerNew York City, New YorkThis role is ideal for someone with deep wealth management and financial services expertise, who additional has experience mentoring and supporting the growth of other PMs as the product organization scales. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.
Financial Solutions Advisor - Southern CT. Market Bank of America CorpFinancial Solutions Advisor - Southern CT. MarketNew Canaan, CT$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. 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.
Remote Senior Frontend Engineer ESRhealthcare and EXEC STAFF RECRUITERSRemote Senior Frontend EngineerNew York CityRemoteOur CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales. Our software integrates with leading FinTech brands and general tools like Google and Outlook.
Asset & Wealth Management, Fundamental Equity - Client Portfolio Management, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Fundamental Equity - Client Portfolio Management, Vice President - New YorkNew York, NY$125,000–$290,000 / yearOur team of client portfolio managers work closely with portfolios managers, salespeople, and a wide range of clients to understand client needs and design investment solutions, provide industry and strategy education and subject matter expertise, drive product strategy and capital raising, develop thought leadership and marketing materials, and establish and execute on business strategy. Develop solid working relationships with Asset Management investment teams, working closely with portfolio managers, researchers and investment specialists to gain investment insight to be used in our marketing collateral.
Data Analyst - Investment products (CONTRACT) REMOTE Broadridge Financial Solutions IncData Analyst - Investment products (CONTRACT) REMOTENew York, NYRemote$50–$70 / hourWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Experience with Google Cloud Platform services, Big Query, Looker (Data Studio), SQL scripting, Google Analytics (GA4), Excel, PowerPoint.
NewAvp, Client Experience Manager - IAN LPL Financial ServicesAvp, Client Experience Manager - IANNew York, NY$97,541–$162,534 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Trust Officer Midland States Bancorp, Inc.Senior Trust OfficerTarrytown, NY$106,250–$177,050 / yearThe Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
Senior Investment Strategist ViseSenior Investment StrategistNew York, NY$175,000–$210,000 / yearReporting directly to the Co-CIO and working closely with our investment and product teams, you’ll lead research initiatives, design innovative portfolio strategies, and translate complex investment ideas into scalable, technology-driven solutions. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Financial Planner IdbnyFinancial PlannerNew York City, New YorkThis individual will work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Cross Asset Solutions Salesperson Solutions for Financial Intermediaries, Vice President Citigroup IncCross Asset Solutions Salesperson Solutions for Financial Intermediaries, Vice PresidentNew York, NY$175,000–$250,000 / yearCross Asset Solutions is a business within Solutions for Financial Intermediaries (SFI) that is responsible for the sales of Capital Markets products to financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi, which have very specific requirements with respect to pricing, structuring, settlement, and post-trade lifecycle management.
Cross Asset Solutions Salesperson Solutions for Financial Intermediaries, Assistant Vice President or Vice President Citigroup IncCross Asset Solutions Salesperson Solutions for Financial Intermediaries, Assistant Vice President or Vice PresidentNew York, NY$150,000–$175,000 / yearCross Asset Solutions is a business within Solutions for Financial Intermediaries (SFI) that is responsible for the sales of Capital Markets products to financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi, which have very specific requirements with respect to pricing, structuring, settlement, and post-trade lifecycle management.
Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Assistant Vice President Citigroup Inc.Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Assistant Vice PresidentNew York, NY$150,000–$175,000 / yearCross Asset Solutions is a business within Solutions for Financial Intermediaries (SFI) that is responsible for the sales of Capital Markets products to financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi, which have very specific requirements with respect to pricing, structuring, settlement, and post-trade lifecycle management.
Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Vice President Citigroup Inc.Cross Asset Solutions Salesperson Solutions For Financial Intermediaries, Vice PresidentNew York, NY$175,000–$250,000 / yearCross Asset Solutions is a business within Solutions for Financial Intermediaries (SFI) that is responsible for the sales of Capital Markets products to financial intermediaries including private banks, broker dealers, consumer bank and registered investment advisers. These Capital Markets products include structured notes issued by Citi, which have very specific requirements with respect to pricing, structuring, settlement, and post-trade lifecycle management.
Senior Associate, Credit, US Direct Lending Ares OperationsSenior Associate, Credit, US Direct LendingNew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Working closely with senior and junior investment professionals, the Senior Associate will be expected to maintain a high level of analytical and execution excellence while assuming increasing ownership of investment committee presentations, legal documentation, portfolio oversight and external relationships.
Premier Banker- Georgetown The Toronto-Dominion BankPremier Banker- GeorgetownBrooklyn, NY$27.75–$41.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. 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.
Wealth Relationship Manager - Rego Park Citigroup IncWealth Relationship Manager - Rego ParkNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
NewManaging 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.
NewAssistant 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.