Tax Senior Manager - Private Companies PricewaterhouseCoopers LLPTax Senior Manager - Private CompaniesNJ$124,000–$335,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in todays changing global landscape.
U.S. Bank Equipment Finance Transactional And Negotiations Attorney US BankU.S. Bank Equipment Finance Transactional And Negotiations AttorneyNew York, NY$126,820–$149,200 / yearThis attorney will exercise considerable discretion in providing legal support to EF's management, sales, credit, and negotiations teams for documentation needs relating to commercial equipment leases, loans and software financing products originated by EF or third-party financing sources such as equipment vendors, resellers and other financial institutions for transactions of all sizes and complexity, and the preparation and negotiation of documentation for EF's vendor program relationships. Relevant law firm or in-house experience, with a preference for at least six years' experience supporting complex commercial equipment lease and loan transactions and indirect lending agreements and transactions; and, Strong analytical skills with high attention to detail and accuracy.
Senior Customer Business Executive WalkMe LtdSenior Customer Business ExecutiveNew York City, NY$250,000–$260,000 / yearBy leveraging WalkMe''s features-guidance, engagement, insights, and automation-employees boost efficiency, executives gain greater visibility into digital usage, and organizations maximize their digital assets, driving successful digital transformation. The Senior Customer Business Executive is responsible for owning and growing strategic existing accounts by ensuring customers derive measurable value from the WalkMe while identifying opportunities to expand its use across the organization.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerFlorham Park, NJ$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
SVP, Management Supervisor BGBxSVP, Management SupervisorNew York, NY$210,000–$240,000 / yearBGB Group is seeking a strategic, client-centric, and highly collaborative Senior Vice President, Management Supervisor to lead key DTC healthcare accounts and drive integrated campaign excellence across a portfolio of brands. This individual will serve as a senior client lead and trusted business advisor, with deep expertise in direct-to-consumer pharmaceutical marketing, including extensive experience leading high-profile linear and connected TV campaigns from strategy through execution.
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerFlorham Park, NJ$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Senior Business Continuity Advisor Royal Bank of CanadaSenior Business Continuity AdvisorJersey City, New JerseySupport the delivery of training to RBC CM, LLC Business Units, promoting understanding of key components and core BCRM artifacts and activities (e.g., BIA, Threat Risk Assessment, BCP Exercising), and their respective roles and responsibilities (e.g., activating the BCP, strategies addressing loss of key employees, interdependencies, disruption impacts). As a key contributor of operational risk management that strengthens operational resilience and trusted partner, the Business Continuity Management (BCM) Advisor is responsible to provide subject matter expertise and working directly with RBC CM, LLC, Business Units.
VP/Wealth Advisor AllianceBernstein Holding LPVP/Wealth AdvisorNY$175,000–$250,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Vp/Wealth Advisor AllianceBernstein Holding LPVp/Wealth AdvisorNew York, NY$175,000–$250,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Treasury Advisor Under Technologies IncTreasury AdvisorNew York, NY$115,000–$150,000 / yearRho is seeking a client-focused, entrepreneurial Financial Advisor / Registered Representative to help deliver modern wealth management solutions to founders, executives, business owners, and high-growth companies. You are comfortable working in a technology-driven environment, building trusted client relationships, and collaborating across product, operations, and engineering teams to create an exceptional client experience.
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.
Private Client Advisor Bank of America CorpPrivate Client AdvisorNY$100,000–$275,000 / yearKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. 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.
Lead Client Advisor - Prince Street Faherty Brands LLCLead Client Advisor - Prince StreetNY$25–$27 / hourYou will serve as a go-to leader on the floor, influencing team performance through real-time coaching, modeling best-in-class selling behaviors, and building a robust personal book of business that drives long-term revenue and client loyalty. We believe a diversity of viewpoints, experiences, and backgrounds only serve to make our team stronger, which is why we strongly encourage those from historically and systemically marginalized communities to apply: BIPOC, women, and people in the LGBTQIA+ community, to name a few.
People Business Partner GlossGenius, Inc.People Business PartnerNew York, NY$120,000–$140,000 / yearProven experience leveraging AI tools for people analytics, engagement insights, workforce planning, and streamlining workflows that enable you to invest your time in high impact, high judgement tasks. Genius AI technology has saved businesses 106M in admin hours, earned them $2.0B in additional revenue, and facilitated more than 624M client touch points.
Financial Solutions Advisor - Participant Services (Series 7 required) Bank of America CorpFinancial Solutions Advisor - Participant Services (Series 7 required)Pennington, NJ$65,000–$85,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedAdditional Skills Needed:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. We'll help you: • Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs• Consistently identify participant opportunities and engage key partners as needed• Ability to grasp and apply complex technical material quicklyRequired Qualifications• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)• Passion for excellence and willingness to work to exceed client expectations• Strong computer skills with an ability to multitask in a fast paced environmentEnterprise Job Description:This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
NewWealth Advisor (Houston, TX) Mercer AdvisorsWealth Advisor (Houston, TX)New York, NY$85,000–$145,000 / yearJob SummaryThe Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.
NewWealth Advisor - Brooklyn, NY Citizens BankWealth Advisor - Brooklyn, NYBrooklyn, NY$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailoredfinancial plan that meets the client's goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
NewSenior Financial Advisor (Art Gallery) Masterworks, LLCSenior Financial Advisor (Art Gallery)New York, NY$300,000–$800,000 / yearAs a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.
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.
NewFinancial Solutions Advisor Registration Candidate - Scotch Plains Bank of AmericaFinancial Solutions Advisor Registration Candidate - Scotch PlainsScotch Plains, New JerseyOnce 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. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New YorkNew York, NY$80,000–$160,000 / yearThe Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Asset & Wealth Management, Partner Family Office Advisor, Vice President- New York The Goldman Sachs Group IncAsset & Wealth Management, Partner Family Office Advisor, Vice President- New YorkNY$115,000–$270,000 / yearOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. The New Private Wealth Advisor (NPWA) Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team.
NewDeal Quality Advisor Initio CapitalDeal Quality AdvisorNew York, NY$1,000–$10,000Initio Sphere is a private capital ecosystem connecting fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional infrastructure across private markets. Initio Sphere is onboarding Deal Quality Advisors to provide independent oversight, validation, and guidance on private market investment opportunities.
Financial Solutions Advisor Registration Candidate - Clifton Bank of America CorpFinancial Solutions Advisor Registration Candidate - CliftonClifton, NJ$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Treasury Advisor RhoTreasury AdvisorNew York City, New York$115,000–$150,000 / yearRho is seeking a client-focused, entrepreneurial Financial Advisor / Registered Representative to help deliver modern wealth management solutions to founders, executives, business owners, and high-growth companies. You are comfortable working in a technology-driven environment, building trusted client relationships, and collaborating across product, operations, and engineering teams to create an exceptional client experience.
Financial Solutions Advisor - Central NJ Market Bank of America CorpFinancial Solutions Advisor - Central NJ MarketSouth Plainfield, NJ$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Central NJ Market South Plainfield, New Jersey; Rahway, New Jersey; Linden, New Jersey; Berkeley Heights, New Jersey; Clark, New Jersey; Iselin, New Jersey Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Financial Solutions Advisor - Central South NJ Market Bank of America CorpFinancial Solutions Advisor - Central South NJ MarketEast Brunswick, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
Financial Solutions Advisor - Northwest NJ Market Bank of America CorpFinancial Solutions Advisor - Northwest NJ MarketMorristown, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Plainsboro Bank of America CorpFinancial Solutions Advisor - PlainsboroPlainsboro, NJ$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. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
NewSenior Director, People & Culture Business Partner Greystar Real Estate Partners LLCSenior Director, People & Culture Business PartnerNew York, NY$150,000–$200,000 / yearServe as a trusted advisor to regional leadership (including Community Managers, Regional Property Managers, Directors, and Managing Directors), providing guidance on workforce strategy, employee relations, organizational design, and culture. Reporting to the Managing Director, People & Culture, the Senior Director, People & Culture Business Partner serves as a trusted advisor and strategic partner to business leaders, with accountability for driving people strategy and outcomes across the portfolio.
Financial Solutions Advisor - Scotch Plains Bank of America CorpFinancial Solutions Advisor - Scotch PlainsScotch Plains, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Middlesex Bank of America CorpFinancial Solutions Advisor Registration Candidate - MiddlesexMiddlesex, NJ$28.85–$33.65 / hourI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Outside Sales Consultant / Business Performance Advisor Insperity (internal)Outside Sales Consultant / Business Performance AdvisorNew York, NY$106,250–$121,250 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Regional Business Development Manager Cetera Financial Group IncRegional Business Development ManagerNYRemoteCetera 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.
People Business Partner GlossGeniusPeople Business PartnerNew York, NY$120,000–$140,000 / yearProven experience leveraging AI tools for people analytics, engagement insights, workforce planning, and streamlining workflows that enable you to invest your time in high impact, high judgement tasks. From GlossGenius to Reception, its products work 24/7 on busywork like booking, marketing, client management, finances, staff and inventory management, and more.
Commercial Solution Sales Executive Open Text CorpCommercial Solution Sales ExecutiveNY$109,000–$163,400 / yearSalary Range: $109,000-$163,400 + variable; Depending on the candidate's education, experience, skills, geographical location, and alignment with internal equity and external market, actual salary may vary and be higher or lower than the range posted. A career as a Commercial Solution Sales Executive at OpenText is more than just a sales role-it''s an opportunity to help organizations solve complex business challenges through innovative information management solutions.
Financial Advisor- New York City TD BankFinancial Advisor- New York CityNew York, New YorkEnsures 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.
Head, Business Operations And Alliance Management Legend Biotech CorpHead, Business Operations And Alliance ManagementBridgewater, NJ$256,073–$336,097 / yearHeadquartered in Somerset, New Jersey, we are developing advanced cell therapies across a diverse array of technology platforms, including autologous and allogenic chimeric antigen receptor T-cell, T-cell receptor (TCR-T), and natural killer (NK) cell-based immunotherapy. Capability Building: Support BU‑wide capability strategy (technical, leadership, and operational), to ensure teams are equipped for current and future needs across Commercial, GMS, Quality, and Medical Affairs.
Business Development Representative TomoBusiness Development RepresentativeNew York City, NY$75,000–$85,000 / yearCareer growth: Multiple paths within Tomo, primarily moving into our senior sales roles (Senior PAA, Loan Advisor, Senior Loan Advisor, etc.). Backed by top-tier venture investors, including Ribbit, Citi Ventures, NFX and Progressive Insurance, Tomo is poised to become one of the most valuable fintech startups of our generation.
NewUS Business Immigration Attorney - Manager Vialto PartnersUS Business Immigration Attorney - ManagerTrenton, NJRemote$120,000–$157,000 / yearCommitted to continuous learning, with an openness to using tools such as Vialto's myMobility mobile app and staying informed through platforms like our Mobility Moments and Mobility Brand content on LinkedIn. You will serve as a trusted advisor, guiding clients and their employees through immigration processes with empathy, care, and efficiency-delivering best-in-class legal services enabled by leading technology.
Senior Manager, Business Incentives Group bdo consultingSenior Manager, Business Incentives GroupNew York, NY$99,750–$262,500 / yearA Tax Senior Manager, Business Incentives Group (BIG) in BDO’s Specialized Tax Services (STS) business is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. In addition, the STS BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.
NewHead of Advisor Consultant Development Lord Abbett.comHead of Advisor Consultant DevelopmentJersey City, New Jersey$135,000–$155,000 / yearWe’re looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations. Partner with Sales leadership and the Head of Advisor Consultant Performance to identify and develop future Regional Manager candidates, using performance feedback and observed behaviors to inform development priorities.
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.
NewWealth Advisor (Connecticut & New York) Mercer AdvisorsWealth Advisor (Connecticut & New York)New York, NY$85,000–$145,000 / yearOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.*.
Service Advisor / Service Writer – Toyota | Digital Service Drive | High Volume | $75K–$130K+ East Coast ToyotaService Advisor / Service Writer – Toyota | Digital Service Drive | High Volume | $75K–$130K+Carlstadt, New JerseyThis role is ideal for individuals who can explain technician diagnostics, present factory-recommended maintenance and repairs, and help customers make informed decisions — without pressure or gimmicks. We are a family-owned Toyota dealership with a busy, well-run service department handling approximately 1,500 customer-pay repair orders per month, plus warranty work.
Industry Advisor Salesforce IncIndustry AdvisorNY$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.
Financial Solutions Advisor - Westchester / Bronx Market Bank of America CorpFinancial Solutions Advisor - Westchester / Bronx MarketNY$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Westchester / Bronx Market New Rochelle, New York; White Plains, New York; Bronx, New York; Bronxville, New York; Yonkers, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Vice President, Enforcement Senior Advisor & Operations Financial Industry Regulatory Authority IncVice President, Enforcement Senior Advisor & OperationsWoodbridge, NJFINRA 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. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
Contracts Advisor NY Covington & Burling LLPContracts Advisor NYNY$77,000–$124,500 / yearContracts Advisor Compliance Department Summary The Contracts Advisor will handle all aspects of the contract management lifecycle for client -facing and vendor -facing contracts. This role supports procurement -related contracting sourcing and vendor management initiatives as well as analysis of and response to clients terms of engagement.
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.