Healthcare Financial/Actuarial Senior Director Willis Towers Watson PLCHealthcare Financial/Actuarial Senior DirectorPhiladelphia, PAWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across self-insured, fully insured, and alternative funding arrangements (e.g., minimum premium, level funding).
Director-Financial Reporting -Net Patient Revenue-ABQ Presbyterian Healthcare ServicesDirector-Financial Reporting -Net Patient Revenue-ABQPAStarting with Reverend Cooper who began our journey in 1908, the hard work of thousands of physicians, employees, board members, and other volunteers brought Presbyterian from a tiny tuberculosis sanatorium to a statewide healthcare system, serving more than 700,000 New Mexicans. This role will play a central part in implementing new revenue analytics and estimation technologies, including Kodiak Revenue Cycle Analytics, while partnering with Revenue Cycle, Government Reimbursement, Financial Reporting, and Operational leadership to enhance reporting accuracy and support critical business decisions.
Chief Financial Officer IMEG CorpChief Financial OfficerPhiladelphia, PA$200,000–$275,000 / yearAs a key executive leader, this role includes a requirement for significant stock ownership to align with long-term organizational success (details provided during the process). IMEG is seeking a strategic and results-driven Chief Financial Officer (CFO) to help advance our established growth strategy and drive continued momentum.
Audit Manager II (US) - Financial Crimes - Internal Audit Issue Validation The Toronto-Dominion BankAudit Manager II (US) - Financial Crimes - Internal Audit Issue ValidationMount Laurel, NJ$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.
FINRA Supervisory Specialist Senior Wealth Management (Senior & Non-Senior Roles) Veracity Software IncFINRA Supervisory Specialist Senior Wealth Management (Senior & Non-Senior Roles)Bridgewater, NJMotivation / Reason for Relocation (if not local): Motivation / Reason for interest in this position: Contact Number: Email ID: LinkedIn Profile URL: Full Address (Street, City, State, Zip Code): Notice Period (in weeks): Current Work Authorization Status: Expected Salary: Are you able to relocate on your own expenses and work 100% ON-SITE in United States - Alabama - Birmingham | United States - Florida - Jacksonville | United States - Florida - Miami | United States - Florida - Orlando | United States - North Carolina - Charlotte | United States - North Carolina - Raleigh | United States - New Jersey - Cherry Hill | United States - Ohio - Columbus | United States - Texas - Bellaire | United States - Texas - Dallas | United States - Michigan - Ann Arbor | United States - Ohio - Cleveland | United States - Pennsylvania - Pittsburgh | United States - Arizona - Phoenix | United States - New Jersey – Bridgewater?. Location: United States - Alabama - Birmingham | United States - Florida - Jacksonville | United States - Florida - Miami | United States - Florida - Orlando | United States - North Carolina - Charlotte | United States - North Carolina - Raleigh | United States - New Jersey - Cherry Hill | United States - Ohio - Columbus | United States - Texas - Bellaire | United States - Texas - Dallas | United States - Michigan - Ann Arbor | United States - Ohio - Cleveland | United States - Pennsylvania - Pittsburgh | United States - Arizona - Phoenix | United States - New Jersey – Bridgewater.
NewBranch Office Administrator Edward D Jones & Co LPBranch Office AdministratorFlemington, NJEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Merrill Performance Coach Bank of America CorpMerrill Performance CoachToms River, NJ$140,000–$207,200 / yearBack to search results Merrill Performance Coach New York, New York; New York, New York; Peachtree City, Georgia; Boston, Massachusetts; Deer Park, Illinois; Alpharetta, Georgia; Carmel, California; Mount Laurel, New Jersey; Paramus, New Jersey; Pennington, New Jersey; Toms River, New Jersey; Cincinnati, Ohio; Dallas, Texas; Charlotte, North Carolina; Los Angeles, California; Saint Helena, California; White Plains, New York; Columbia, South Carolina; Tucson, Arizona Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Skills:Coaching Consulting Executive Presence Business Acumen Relationship Building InfluencingInclusive Leadership Conflict Management CommunicationsEmotional Intelligence Process Management Performance ManagementStrategic Thinking Drives Engagement Required Qualifications:Minimum of 10 years of coaching and consulting experienceDeep understanding of wealth management, including product knowledge, regulatory and supervisory requirements, industry trends, and firm-wide initiativesProven experience coaching senior leaders in a results-driven, sales environment required.
Firm Account And Engagement Finance Specialist Lead DeloitteFirm Account And Engagement Finance Specialist LeadPhiladelphia, PA$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wealth Manager H Cap ConnectWealth ManagerPhiladelphia, PennsylvaniaThis opportunity is designed for entrepreneurial advisors who want to continue serving their clients while gaining access to a larger platform, enhanced resources, sophisticated planning capabilities, and dedicated growth support. If you've built a successful advisory practice and are looking for the right long-term partner to help you accelerate growth while maintaining exceptional client service, we'd welcome a confidential conversation.
Firm Account and Engagement Finance Specialist Lead Deloitte Touche Tohmatsu LtdFirm Account and Engagement Finance Specialist LeadPhiladelphia, PA$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewPrivate Client Relationship Manager Citizens Financial Group IncPrivate Client Relationship ManagerStaten Island, NY$83,000–$104,000 / yearAs a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Tax Manager - Banking & Capital Markets DeloitteTax Manager - Banking & Capital MarketsPhiladelphia, PA$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Manager - Insurance Tax Deloitte Touche Tohmatsu LtdTax Manager - Insurance TaxMorristown, NJ$123,000–$205,000 / yearAt Deloitte Tax LLP, our Global Information Reporting team provides expertise to clients to gain a competitive advantage by properly managing tax transparency regimes, enhancing their customer's experience and deploying effective technology to facilitate compliance with FATCA, CRS and other domestic and international withholding and reporting complex rules. Our spectrum of Global Information Reporting services range from FATCA, CRS, chapter 3 and 61 tax compliance globally, tax form validation services, Qualified Intermediary and Withholding Partnerships regimes, technology development in these areas, consulting services, controversy, risk management and audit readiness for these regimes.
Associate Relationship Manager | Internal Wholesaler Raymond James Financial IncAssociate Relationship Manager | Internal WholesalerPhiladelphia, PAClark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Client Associate Wells Fargo & CoClient AssociateJenkintown, PAThey 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. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsPhiladelphia, PA$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxPrinceton, NJ$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Manager - Real Estate Deloitte Touche Tohmatsu LtdTax Manager - Real EstatePrinceton, NJ$100,350–$205,000 / yearSolid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators.
Tax Manager - Banking & Capital Markets Deloitte Touche Tohmatsu LtdTax Manager - Banking & Capital MarketsMorristown, NJ$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Senior - Strategic Partnership SolutionsMorristown, NJ$78,675–$160,750 / yearWithin NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
FINRA Supervisory Specialist - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervisory Specialist - PNC Wealth ManagementBridgewater, NJ$45,000–$142,350 / yearThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
FINRA Supervisory Specialist Senior - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervisory Specialist Senior - PNC Wealth ManagementBridgewater, NJ$55,000–$157,300 / yearWorks closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystToms River, New JerseyOur 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. ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed).
Global Wealth Management UBS Group AGGlobal Wealth ManagementPennsylvania, PAn n n n n n Sharen n n nn n n n n n nn n n n n n n nn nn n n n n n n Senior Wealth Strategy Associate n n n n n n n n United States - Pennsylvania n n n n n Finance, Strategy n n n n n Global Wealth Management n n n Job Reference # n n 341013BR n n n City n n Conshohocken n n n Job Type n n Full Time n n n Your role n n Are y...
Registered Client Service Associate - Princeton, NJ Raymond James Financial IncRegistered Client Service Associate - Princeton, NJPrinceton, NJ$45,000–$75,000 / yearEducation High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $45,000.00-$75,000.00 Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter * Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
Client Services Representative Cetera Financial Group IncClient Services RepresentativeIselin, NJ$16.25–$25.95 / hourCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Client Service Associate Kestra Financial Independent AdvisorClient Service AssociateHamilton, NJThe CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies. The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice.
Vice President, Regional Branch Manager LPL Financial Holdings IncVice President, Regional Branch ManagerNJ$300,000–$350,000 / yearAs 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. The 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.
Tax Senior - Credits & Incentives Deloitte Touche Tohmatsu LtdTax Senior - Credits & IncentivesMorristown, NJ$78,675–$160,750 / yearDeloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. The team supports engagements involving the Research and Development credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs, as well as incentives tied to research activities in other jurisdictions.
PGIM Custom Harvest - Client Service Associate Prudential Financial IncPGIM Custom Harvest - Client Service AssociateNewark, NJ$75,000–$105,000 / yearPGIM Custom Harvest, a division of PGIM Global Wealth, is a pioneer in the development of tax‑beneficial investment strategies using exchange‑traded funds (ETFs) for clients seeking improved after‑tax outcomes. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Senior Wealth Planner Peapack-gladstone BankSenior Wealth PlannerBedminster, NJ$97,692–$127,000 / yearDepartment Overview: Peapack private wealth management includes investment management services provided for individual and institutions, personal trust services, (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services. There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women.
Social Media & Communications Manager ReminderMediaSocial Media & Communications ManagerPhiladelphia, PA$70,000–$80,000Ensure all testimonial and endorsement content complies with applicable advertising rules, including the FTC Endorsement Guides and Rule on the Use of Consumer Reviews and Testimonials, SEC Marketing Rule requirements applicable to investment-adviser clients , and state insurance and real estate advertising regulations. We serve real estate agents, insurance professionals, financial advisors, and other relationship-driven small businesses with branded lifestyle magazines, digital marketing platforms, and creative content that keeps our clients top-of-mind with the people who matter most to their business.
Registered Wealth Management Client Associate Bank of AmericaRegistered Wealth Management Client AssociateToms River, New JerseyOur 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 Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateMount Laurel, New JerseyOur 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 Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
PGIM Custom Harvest - Client Service Associate PGIM Global High Yield FundPGIM Custom Harvest - Client Service AssociateNewark, NJ$75,000–$105,000 / yearPGIM Custom Harvest, a division of PGIM Global Wealth, is a pioneer in the development of tax‑beneficial investment strategies using exchange‑traded funds (ETFs) for clients seeking improved after‑tax outcomes. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Managing Director (NJ) 2 WealthBridge Financial GroupManaging Director (NJ) 2Summit, NJ$120,000–$180,000You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
Senior Mortgage Loan Officer Fulton Financial CorpSenior Mortgage Loan OfficerEdison, NJA significant amount of time will be spent building relationships and soliciting first mortgages with realtors, builders, accountants, lawyers, financial advisors and other referral sources to obtain mortgage loan applications. Work with customers and prospective customers to assist them in identifying and securing a mortgage loan that is appropriate for their individual financial circumstances and is designed to help them achieve their financial goals, including home ownership.
Client Service Associate (CSA) Integrity Marketing GroupClient Service Associate (CSA)Bedminster, New JerseyVerify accounts are traded into the correct model and provide trade assistance as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected. As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice.