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The Global Insurance Strategy team designs and develops comprehensive investment management solutions customized to meet the investment objectives and relevant constraints of our global insurance clients. In particular, these solutions integrate asset-liability management (ALM) techniques and strate

In addition, the Insurance Asset Management team collaborates with clients on topics, including asset allocation, risk budgeting and asset / liability management. Associates are dedicated to supporting the efforts of the relationship management team to create new client relationships and expand exis

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for

Duration: 3 months Top 3 Skills: 5+ years in strategy consulting advising for/operating at universal banking (retail/commercial banking/wealth management) or a major regional bank through an enterprise level digital transformation experience. Banking Digital Strategy Consultant.

Blackstone is seeking a highly motivated professional to support our Blackstone Private Wealth Business Development team in expanding our analytics, reporting and business management capabilities. Please speak with your Blackstone Recruiting contact with any questions. Blackstone is the world's larg

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve, a

Morgan Stanley is building an industry leading digital banking and cash management platform that leverages cutting edge technology to provide our clients with self-service capabilities to manage their wealth and personal finances. Banking and/or Software Development Professional experience in consum

The Strategy Lead Analyst will be working on the Operations Change Management team to govern and manage the Tech Book of Work, as well as drive strategy across the Wealth program for operations. Wealth Operations Strategy Lead Analyst - Vice President. Strategy consulting experience.

This is an unpaid internship designed for students or recent graduates who are passionate about marketing and eager to gain real-world experience in the fintech industry. Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform

PwC Professional skills and responsibilities for this management level include but are not limited to:. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of opera

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. Tax Advisor, Wealth Management. Collaborate with external tax advisors ensuring consistency between adv

Citizens Bankers are the face of the branch. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex finan

Enterprise Client Success Manager - Insurance. Experience in fintech, financial services, wealth management and/or insurance is preferred. Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account.

About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services.

Strategic Client Management Position.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments and individu

Job Title: Product Owner w/d Capital Markets / Investment Banking / Wealth Management Experience. Who Are We Looking For? We Need A Skilled Capital Markets / Investment Banking / Wealth Management Product Owner With Strong Communication Skills.

Seeking a bilingual English/Spanish Speaking Intensive Care Coordinator Position Summary: The Intensive Care Coordinator (ICC) provides assessment, care planning, and service coordination activities for eligible clients, with significant behavioral health, mental health, and/or medical needs. The ICC works closely with other health and social service providers to ensure comprehensive and appropriate care needs are met to stabilize participants, promoting access to health and wellness while reducing healthcare costs. Responsibilities: • Monitor progress of each client on an ongoing basis through delivery of face to face, escort, written, electronic and telephonic outreach/monitoring/collaboration and planning activities, in accordance with Health Home, DOH, OMH, and departmental guidelines., • Complete client-centered comprehensive functional assessments to identify the medical, behavioral health, and social needs/goals of each client., • Develop, adhere to, and document daily schedule of appointments; inform supervisor of scheduling conflicts or changes and maintain accurate record of daily activities.; participate in individual and group supervision as scheduled by the appointed supervisor., • Develop, review, and update written/electronic person centered care plans that are driven by functional assessment outcomes. Shared and develop/update care plan in partnership with the client and their Health Home network partners and collateral supports. Ensure that all Care Plans uphold the policy and procedure set forth by the department and Health Home., • Maintain an accurate caseload panel through prompt identification and response to cases appropriate for level of care changes including but not limited to discharge or transfer activities., • Maintain collaborative relationships with all service providers utilized in the care planning interventions, sharing/extracting regular status updates and participating in case conferences as needed (and as outlined in the policy and procedure of the department and lead Health Home providers) to monitor level of care and health status for all assigned members., • Promptly review and address any crisis situations that arise for any client with supervisory staff, service network and any involved legal entities., • Provide services to clients as needed to meet Care Plan objectives, including facilitating referrals to medical, behavioral health and social assistance entities; assisting with management of entitlements (Medicaid, SNAP benefits, SSI, etc.); assisting with securing stable housing; and arranging transportation and other services to support wellness and health care compliance., • Utilize Electronic Health/Medical Record system(s) of assigned Health Home and NADAP database tools to maintain documentation and all relevant treatment records, entering contact notes within the timeframe outlined in the Program Manual guidelines., • Performs other duties as assigned. Qualifications: • Bilingual Spanish speaker required., • Bachelor’s Degree in Social Work, Human Services or related field required, • Degree in social work, public health, or mental health counseling preferred with two years experience or a master's degree with one year experience. Hiring Criteria may change depending on standards of governing entity of target population (i.e. DOH, OMH, etc.), • Requires advanced knowledge of specialized or technical field or a thorough knowledge of the practices and techniques of a professional field. May require knowledge of policies and procedures, and the ability to determine a course of action based on these guidelines., • Caseloads may flex based on need and acuity of targeted population. Flexibility in caseload management required. COMPANY OVERVIEW This job is presented to you by TemPositions Office, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all office related positions. To learn more about employment opportunities, visit our website at . We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Property Manager Seeking a long Term Property Manager for Family Supportive Housing units with approximately 160 apartments. Interested candidates must have previous Property Management experience along with knowledge of either HPD, HUD, OASAS, Section 8 or HDC. Job Duties: Responsible for ensuring the building is always maintained in a good operational manner. Manage the location, inspection and confirmation for all apartments and ensure that all apartments meet standards prior to lease signing. Prepare daily, weekly, and monthly reporting of all client/building repairs along with preventive maintenance to Program Directors and Case Managers. Plan, organize, and implement oversight efforts regarding all repairs and exterminations. Utilize company software and coordinate entries of all property repair information into the database. Document and discuss client related damages to apartments with the Program Directors and Case Managers. Monitor and respond to all regulatory agencies as per agreements. Update existing tenant information in Win software system. Ensure compliance with all regulatory agencies such as HUD, OASAS, HDC and HPD. Provide real- time information to SHP staff, SHP clients, and landlords regarding health/home hazards. Ensure implantation of best practices and compliance with organizational and departmental policies insecurity to keep tenants and staff safe, minimize damage to the building, and monitor security systems. Conduct unit inspections to ensure units are compliant with company, investor, and agency guidelines. Application and Data Management: Responsible for processing new rental applications, executing lease signings and renewals Represent the division on internal committees. Provide valuable input at tenant/SHP meetings. Process move-out paperwork, completing unit inspection and communicating punch list items to superintendent for the unit. Rent collection by managing tenant account. Attend all internal and external trainings and meetings. Qualifications: Bachelors’ Degree with a minimum of five years of property management experience. Must be detailed oriented and demonstrate the ability to multi- task. Experience in non-profit Scattered-Site settings and affordable housing policies and procedures. Excellent interpersonal and communication skills required. Knowledge of low-income housing tax credits, home fund laws, and regulations. Familiarity with property management software. Must be proficient in all MS Office Suite software, Outlook, internet research, and have solid math skills. Must be able to work a flexible schedule including evening and weekends. Bi-lingual, English/Spanish a plus. COMPANY OVERVIEW This job is presented to you by TemPositions Office, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all office related positions. To learn more about employment opportunities, visit our website at . We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Attorney-Direct Hire Position Summary: Our client is a non-profit organization that assists residents of Bronx County with issues related to housing and evictions. The ideal candidates will provide culturally sensitive services to low income clients facing eviction by representing them in the Bronx County court. Looking to fill several Attorney roles. Hours: 9:00 am to 5:00 pm, Monday to Friday. Hybrid schedule but must be able to make court appearance when scheduled. May need to report to offices located in the Grand Concourse area (10451, 10452, 10456). Duties: • Provide clients with counseling and assisting to ensure maintenance of housing;, • Handle a full caseload of full representation non-payment and holdover proceedings in Bronx Housing Court and the NYCHA part;, • Handle litigation before administrative agencies as necessary, including NYCHA termination hearings, etc;, • Conduct outreach, including facilitating educational workshops and trainings;, • Represent tenants at trial;, • Prepare legal agreements, documents, motions, orders to show cause, etc;, • Judge the merits and spot the issues of court cases that we are assigned by the court, the Department of Social Services, or self-referred;, • Demonstrated commitment to public interest law and social justice., • Attend professional meetings, educational conferences, and in-service trainings;, • Maintain current and accurate documentation, progress notes, and data tools both physically and electronically;, • Maintain Confidentiality;, • Maintain a professional appearance;, • Time management and prioritization;, • Interacting with other departmental staff;, • Perform general clerical duties;, • Develop and maintain good communication with other programs and units within the organization to facilitate inter-agency referrals;, • Provide coverage for other areas as directed/needed; Required skills and Qualifications: • J.D from an ABA Accredited Law School;, • Minimum of 1 year of experience required;, • 2 +years of experience with trial experience is a plus;, • Litigation experience;, • Familiarity with New York City housing law and public benefits;, • Ability to handle stress and work in a fast-paced, high volume environment;, • Experience providing client representation and handling a case from intake to closing;, • Strong team building skills and ability to work individually;, • Professional ethics and integrity;, • Excellent communication, research, organizational and writing skills;, • Ability to anticipate legal issues;, • Experience working with low income individuals;, • Fluency in Spanish is preferred, but not required;, • Strong time management skills;, • Maturity, integrity and sound judgment;, • Strong time management skills;, • Maturity, integrity and sound judgment. COMPANY OVERVIEW This job is presented to you by TemPositions Legal, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all legal related positions. To learn more about employment opportunities, visit our website at . We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. Pay:$100,000.00 - $123,000.00

Seeking Administrative and Executive Assistants for non-profit organizations, for long term temporary positions. Duties: • C-suite level scheduling of meetings (in-person and virtual), calls and conferences;, • Management of communications with external stakeholders and department staff to ensure prompt response time, • Scheduling and preparation of important meetings and communications, • Check filings for deficiencies, calculating filing fees as needed, scanning paper submissions, issue ID numbers to filings, update database, saving files to shared drive following file-naming convention, • Download files from the cloud, or copy from emails in outlook as required, • Previous executive support, scheduling, and coordination experience., • A high level of organizational skills., • Must work under a high level of discretion handling confidential matters., • Ability to manage competing priorities while maintaining a high level of attention to detail., • Strong familiarity with other computer systems, such as expense report software is desirable., • Previous understanding of Concur is a plus., • Accuracy and high attention to detail are imperative This job is presented to you by TemPositions Office, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all office related positions. To learn more about employment opportunities, visit our website at . We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Personal/Administrative Assistant (Part-time) Stay at home parents/graduate/doctorate students and candidates looking for supplemental or additional work are urged to apply POSITION SUMMARY Our client, a private equity firm primary focused on Asian markets is seeking a part-time office assistant to support the Founding Managing Director in New York. This role requires extensive knowledge and comfort with technology relevant for a senior executive productivity, experience with AI Tools, excellent communication skills, detail-orientation, and the ability to multi-task. Founding Managing Director works late hours, travels quite frequently, and shares an Assistant working internationally — hence the part-time and flexible nature of this job, with an emphasis on tasks that are better performed together, in person vs. remotely. Additionally, given the “long days”, some of the work is personal/family related. HOURS: 8 to 10 hours a week (with a need to increase hours in the future) PRIMARY RESPONSIBILITIES: • Help the FMD utilize available tools for productivity and organization — this includes optimizing various AI tools, computer and phone devices and software such as Notion and PowerPoint, • Be responsible for home office physical organization including filing system (to the extent not digitized) to ensure all documents well-organized and stored, • Providing supporting documentation and reconciling personal expenses with the international assistant, • Interaction with family members and wife’s assistant to coordinate calendars, travel, appointments, and other needs, • Some support on travel and restaurant reservations, but this role does not encompass primary responsibility for Founding Managing Director’s calendar, • Supporting special ad hoc projects as assigned QUALIFICATIONS: • BA combined with minimum one year relevant and proven administrative support job, • Self-motivated, high-functioning, with the ability to prioritize and manage multiple competing priorities, • Strong work ethic and positive attitude, • Exceptional planning and organization skills with a keen attention to detail and accuracy., • Flexible and resourceful with strong problem-solving and follow-up skills, • Exceptional interpersonal and communications skills (both oral and written), • Ability to maintain confidentiality and exercise outstanding judgment, • Tech-savvy and curious with ability to leverage technology and identify new applicable tools ( i.e. web-based scheduling tool, contact management software, etc), • Strong skills utilizing and adapting to new AI tools; PowerPoint, Word, Excel and other Microsoft applications, • A team player who is highly collaborative and demonstrates the ability to listen and learn from others This job is presented to you by TemPositions Office, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all office related positions. To learn more about employment opportunities, visit our website at . We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Process processing client service requests. Interact with immediate Brokerage Client Support team, functional area, and internal peers outside work group on wide range of

At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. As part of the Operations

Are you a quick-thinking self-starter with a passion for the financial markets and investing? Do you have a desire to be part of a team that focuses on quantitative equity portfolio management and portfolio construction? We are seeking an Analyst who has the ability to thrive in a fast-paced environ

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill Wealth Managem

Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc. We are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Adviso

Preferred experience includes 2+ years of experience in a Wealth Management industry role (business, operations, or IT) Performance Improvement / Operations experience Project Manager / Work stream lead experience Strong written and verbal communication, presentation, client service and technical wr

Goldman Sachs Asset Management's Fixed Income team is hiring a Client Portfolio Manager in New York or Chicago. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborati

Are you a highly experienced Financial Advisor with a proven track record of success? Our client is a boutique wealth management firm operating like a Family Office, seeking for motivated and independent 1099 Financial Advisors to join our growing team. Join Our Growing Team Of Financial Advisors. W

As an Associate in the Banking & Wealth Management team, you will be a key member of a small, high performance team, working across two of the largest businesses within Chase Consumer Bank and Wealth Management. Work with finance, legal and other functional partners to develop business cases, deal

We're seeking a future team member for the role of Private Banking, Lending & Wealth Technology Marketing Manager to join our Wealth Management Product Marketing team. Bachelor's degree with 7-10 years of marketing experience in private banking, lending, or wealth technology. Lead marketing initiati

Range Finance Team Opportunity.Range is creating AI-powered solutions to eliminate financial complexity for our members.We're transforming wealth management through the perfect blend of cutting-edge technology and human expertise.We're obsessed with member experience! We've built an integrated platf

Mentor and guide a diverse team of talented consultants fostering their growth and enabling them to reach their highest potential. Strong understanding of banking products, processes, and operations across wealth management, retail banking, corporate banking, or investment banking. Analytical mindse

Bilingual fluency: Spanish and English.

About the Company Our client is a growing Alternative Investment/Financial Firm based in Midtown NYC seeking to add a VP Economic Research to their growing NYC Team. Reporting to the Global Head of Economic Research and working closely with various other teams, this role will provide strategic and financial expertise to the businesses Responsibilities • Develop and implement research to understand new markets and opportunities which, • Design and implement a high-impact engagement strategy for sovereign wealth funds, public pension funds, and other asset owners and institutional investors., • Oversee analytical agenda, in partnership with other teams, analytics groups in other lines of business, • Lead and analyze the production of the U.S. forecast including managing and maintaining the US Macroeconomic Model., • complement our existing business and create opportunities for growth, • Conduct analysis of macroeconomic data, political developments and geopolitical news in key geographic areas, • Keep abreast of theoretical and empirical developments,, • Deliver custom solutions across a growing portfolio of strategic sites in key markets across the United States and beyond, • Interpret their meaning for financial data points and presents findings to the Executive Team, • Responding to Stakeholders internal queries about our economic outlook and forecasts would also be expected, • Deliver bespoke research projects that influence executive decision-making across brand, product, institutional solutions, and affiliated distribution topics, • Provide strategic insights and recommendations based on market research findings., • Identify areas of a case for development and strategizes and oversees complex analyses, • Analyze large datasets to identify trends, risks, and opportunities in target markets., • Manage strategic projects to identify new business opportunities and support growth initiatives., • Collaborate with internal stakeholders to develop and implement market solutions., • Manage, update, maintain a set of recurring analytics packages, • Support ad-hoc analysis to support team or business initiatives, • Perform related duties as assigned. Qualifications • 10+ years of experience in Economic Services/ Consulting /Strategic Operations or a related field., • Strong and well-developed analytic, problem-solving and quantitative skill, with exceptional attention to detail., • Demonstrated people leadership / management., • Develop and implement operational strategies to support the business's growth and profitability objectives., • Exceptional project management and organizational skills., • Experience in performing complex problem solving and business trade off decision analysis., • Results-orientation with an ability to take initiative, execute and complete deliverables in a timely manner.

Communications is more than messaging its about shaping culture, connecting people and driving innovation. As a Executive Director Communications Director within Asset & Wealth Management, you will serve as a trusted advisor to senior leaders, including Asset & Wealth Management Operating Committee

Tax Accountant, Tax, Global Compliance Reporting. Must have 4 years of experience in managed investment vehicles for the financial services industry. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed t

Job Description: The Head of Wealth Product, Investment Strategy and Trust owns responsibility for US Wealth's Banking and Investment Products, Investment Management and Brokerage functions, Chief Investment Office, Corporate & Personal Trust, Centralized Investment Management, Portfolio Management,

As a Wealth Management Consultant, you will play an integral role in shaping the future of wealth management for our clients and our firm. Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, wealth management operations, data management, etc

Enterprise Coverage And Client Management, Private Bank And Wirehouse - Senior Vice President / Managing Director. Direct experience working for or with wealth management firms is highly preferred. Capital is seeking a highly motivated, outgoing, and experienced client management professional to joi

As a Private Banker within Wealth Management you will develop, manage, and retain client relationships.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. The primary mission of the Credit Product Specialist is to esta

The Wealth Management Flagstar Advisors Risk and Controls Lead in this 1st Line of Defense (1st LOD) role will bring knowledge of and experience in regulatory requirements and risk experience in Wealth Management. Ensures Risk Management Frameworks are effective to manage risks associated with the

The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. The Wealth Management Associate is often the first point of contact wit

Project Manager/Wealth Management or Broker Dealer. We need a senior Project Manager with experience leading Wealth Management and/or Broker dealer projects (Not Investment Banking) in a Banking or Financial services environment.

Citi Wealth is focused on serving the needs of clients across the entire wealth spectrum. Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Wealth - Investments Busines