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A leading wealth management company in New York is seeking a Chief Investment Officer to shape the firm's investment direction and oversee its Investment Committee.

Who we're looking for** - 3+ years in personal finance, tax prep, bookkeeping, or wealth advisory - Expertise in one or more of the following: tax preparation (TurboTax or equivalent), budgeting systems (Mint, Monarch, Copilot), personal bookkeeping (QuickBooks), US tax rules, credit card and reward

Join to apply for the Insurance Sales Agent role at DataAnnotation We are looking for an Insurance Sales Agent to join our team to train AI models. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.

Senior Technical Analyst, ideally within a professional services, accounting, or financial services environment. Act as the technical SME for assigned applications across Tax, Assurance, Advisory, Outsourcing, and Wealth Management practices—acting as the accountable point of contact for system he

From banking and lending to investments, insurance, and wealth planning, theFirst Citizens Wealthteam provides comprehensive solutions backed by trustedexpertise. Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. Client Acquisition - Identi

LISC is one of the country's largest community development organizations, helping forge vibrant, resilient communities across America.LISC works with residents and partners to close gaps in health, wealth, and opportunity so that people and places can thrive.We do this by acting as a conduit for gra

Wealth Management - Private Bank - Lending Professional, Analyst.

Overview The Private Markets business within SAP is responsible for our engagement with leading investment firms and their portfolio companies - spanning Private Equity, Growth Equity, Venture Capital, Pension Funds, Sovereign Wealth Funds, Banks, and Asset Managers. Build brand equity and trust wit

Analyst Or Associate, Wealth Management (Internal Sales). Utilizing SalesForce CRM for all interactions that lead to reports on sales activity and production as required. Working in sync alongside external partner(s) to help schedule both in-person and virtual meetings throughout their respective te

Tax or Estate Planning - In-house experience at a real estate developer, financial institution, or wealth management firm - Bankruptcy court experience or trustee work ## Role Highlights - Minimum 20 hours per week (ideally 40+) - Fully remote — must be based in the United States, Canada, or Unite

Build platforms which facilitate portfolio management, risk management, and capital management functions for AWM. Asset and Wealth Management Division - Engineering. Goldman Sachs Asset and Wealth Management Division (AWM) is one of the four key revenue generating Divisions of the Firm.

Work Location: Mamaroneck, New York, United States of America Hours: 40 Pay Details: $97,240 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Store Manager II develops, leads and contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, coaches and motivates the Store team to deliver a legendary Employee and Customer Experience while achieving shareholder value through solutions and referrals. Responsible for the Store growth by focusing on deepening customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice to customers. Depth & Scope: * Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required * Manages a medium sized store and team (based on U.S. TD Bank store levelling criteria) * Oversees and leads a medium and/or complex and/or Denovo Store while growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results * Accountable for achieving both Store and individual performance metrics * Ability to manage multiple store locations and/or a diverse and complex customer base, if required * Acts as peer mentor to developing store managers * Requires deep expert knowledge of the business, banking and bank operations * Requires deep expert process management knowledge and deep expert knowledge of the risk profile for team processes supported, advanced knowledge in identifying, tracking and resolving gaps * Provides coaching, mentorship and guidance to others within area of expertise * Oversees management of team requiring workforce to decision on acceptable level of risk-Moderate to High risk potential (loss/reputational) * Acts as the highest point of escalation/contact within the store for issues raised from customers, other internal groups and/or partners * Originates loan applications, handles Conditions of Lending and conducts loan closings * Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Education & Experience: * Undergraduate degree or equivalent experience * 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and coaching experience required * 4+ years experience of proven business development skills, including ability to conceptualize and implement strategies * 4+ years of proven leadership and coaching experience required * Small Business and Consumer lending experience required * Knowledge of Bank product lines and services as well as an understanding of Store operations and security * Proven ability to manage competing priorities, strategically aligning efforts and activities to meet Store goals and objectives * Strong financial analysis skills * Strong presentation, analytical, interpersonal and collaborative skills with all levels of internal and external customers * Excellent verbal and written communication skills * Demonstrated ability to lead and motivate team members * Proficient with Microsoft Office suite * Notary License (preferred) Customer Accountabilities: * Manages the service and advice team promoting a positive customer and colleague experience * Leads, coaches and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and tactics to improve the overall customer experience which includes improving overall financial confidence in both colleagues and customers * Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and problem resolution where necessary * Actively promotes the Bank's presence/brand within the community through participation and leadership in community business groups, initiatives, fundraisers, etc. * Builds relationships by promoting a client/customer centered organization and proactively addresses customer needs * Contributes to the execution and achievement of the team and the store's service customer experience targets by coaching/modeling appropriate attributes and behaviors; leads the store in the execution of advice plan/objectives * Provides oversight of store premises and ensures the customer and colleague areas are professional and inviting in appearance * Ensures overall colleague scheduling is optimal to meet customer demands * Provides ownership/oversight of complex daily operational/administrative duties Shareholder Accountabilities: * Creates store-specific strategies to grow the business * Uses reporting to identify opportunities to acquire and deepen customer relationships to drive deposits, investment and loan growth * Partners with Specialists to grow and advise new and existing customers * Works with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio * Manages the Store budget to meet expense and revenue objectives and revenue and manages expenses * Drives One TD - Builds and sustains awareness and engagement to increase partnership across Retail and all Lines of Business with a focus on Digital to meet and exceed goals * Proactively reaches out to prospects to develop and deepen relationships through needs-based conversations * Identifies and develops relationships with Personal, Small Business and Center and Influence (COIs) to generate demand for TD products and services * Achieves business objective for Operational Excellence * Ensures necessary due diligence to support the accuracy of all customer transactions/activities * Follows and ensures colleagues understand and apply bank operating policies and procedures * Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high risk transactions/activities as necessary * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite * Ensures colleagues are knowledgeable; and assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct * Works alongside other business lines including Wealth and Business Banking to stay abreast of emerging trends in the market, support referrals across business lines through ongoing training and coaching to store colleagues * Colleagues at higher levels may be responsible for acting as a leader in the provision of One TD services to customers, demonstrating cohesive partnership for business planning and community involvement Employee/Team Accountabilities: * Leads, coaches and develops store teammates to create a consistent legendary customer experience * Coaches teammates to provide the best advice to potential and existing TD Bank customers * Responsible for management of the overall team providing both leadership and guidance * Sets targets and objectives for the team, and holds the team accountable to deliver results and objectives * Grows team expertise to align with business/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value they deliver to customers * Leads a high performing team; provides on-going feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues * Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner * Ensures colleagues are in compliance with all human resources policies, procedures and guidelines of conduct and escalates to the appropriate partners to manage colleague risk * Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams * Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes * Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives * Establishes and fosters a cohesive team; promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally * Colleagues at the highest levels may be responsible for acting as a leader in the Market and/or Region for change management, performance measures/management, and talent pipeline development OCC Language: * This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. * Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36. * Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. * Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds -Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. 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. Learn more () Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals. Key Responsibilities and Duties * Manages time and resources efficiently and effectively * Develops and implements strategic and tactical plans with strong considerations to client challenges. * Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. * Reviews client information, including financial statements, risk investment profile and cash availability. * Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals. * Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance. * Works in a team environment to maintain a book of business and meet or exceed annual sales targets. Educational Requirements 7IC Required: * 3+ years financial services experience * Series 7, 63 and 65 (or 66) completed within 120 days of start date Preferred: * 5+ years financial services experience * Series 7, 63 and 65 (or 66) completed Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: 2026-05-31 Base Pay Range: $80,000/yr - $95,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary () . Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page () , and you can read more about your rights and view government notices here () . Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here () . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here () . For Applicants of TIAA Global Capabilities, click here () . For Applicants of Nuveen residing in Europe and APAC, please click here () . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. Privacy Notices * For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here () . * For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here () . * For Applicants of TIAA Global Capabilities, click here () . * For Applicants of Nuveen residing in Europe and APAC, please click here () . Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law () Pay Transparency Philadelphia Ban the Box ()

Build platforms which facilitate portfolio management, risk management, and capital management functions for AWM. Goldman Sachs Asset and Wealth Management Division (AWM) is one of the four key revenue generating Divisions of the Firm. Asset and Wealth Management Division - Engineering.

Strong engineering background with Bachelor's degree or higher in Computer Science, Engineering, Mathematics or related technical discipline. Participate in the complete software life cycle using various Software Development Life Cycle (SDLC) tools. Practical experience building software in a commer

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.All team members receive a competitive base salary and compensation package - this is Total Rewards.Employees enjoy multiple wealth-building opportunities through our annual st

Fractal Financial Services practice partners with banks, insurers, asset managers, and payments providers to drive growth, efficiency, and resilience using Enterprise AI and GenAI. Asset & Wealth Management: portfolio intelligence, advisory enablement, and holistic financial planning. Join us as Hea

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.All team members receive a competitive base salary and compensation package - this is Total Rewards.Employees enjoy multiple wealth-building opportunities through our annual st

Join a high-growth fintech company transforming the retirement industry through innovative financial products and a new credit marketplace focused on reducing wealth inequality.Backed by top-tier investors and founded by leaders from top financial and tech firms, this role offers the opportunity to

Northwell Healths Department of Cardiology is seeking Fellowship-trained Non-Invasive Cardiologists to join the highly skilled cardiac team at Staten Island University Hospital. Staten Island University Hospital offers convenient access to both New Jersey and Brooklyn, making it an ideal location for professionals seeking connectivity without the congestion of Manhattan. With both North and South Campuses, physicians enjoy the flexibility of practicing in diverse clinical environments, just minutes away from vibrant neighboring communities. As we expand cardiovascular health services across Northwell, we are seeking dynamic BC/BE non-invasive cardiologists to join Staten Island University Hospital and support our cardiology services. This is a full-time, academic position with vast clinical, research, and teaching opportunities. The ideal candidate will be Board Certified/Eligible in cardiovascular diseases and echocardiography, will have proficiency in TTE and TEE. Nuclear Cardiology certification is a plus. To make the transition as smooth as possible, you will have partners who have a wealth of experience in all the specialty areas of cardiology. There is a true camaraderie within the group. Moreover, you will have access to the expertise of largest health system in the New York Metropolitan area. Northwell Health is dedicated to advancing heart care through providing access to exclusive clinical trials, developing groundbreaking treatments and leading the way in novel research that redefines care. By participating in research and exclusive clinical trials, our physicians are able to provide patients with medical treatments of the future, today. Northwell Health is New York States largest health care provider and private employer, with 28 hospitals and 1,050 outpatient facilities. We care for over thirteen million people annually in the New York metro area and Connecticut, thanks to philanthropic support from our communities. Our 104,000 employees 22,000+ nurses and 13,000+ credentialed physicians, including members of Northwell Health Physician Partners are working to change health care for the better. Were making breakthroughs in medicine at the Feinstein Institutes for Medical Research. We're training the next generation of medical professionals at the visionary Donald and Barbara Zucker School of Medicine at Hofstra/Northwell and the Hofstra Northwell School of Nursing and Physician Assistant Studies. For information on our more than 100 medical specialties, visit ___ and follow us @NorthwellHealth on Facebook, Twitter, Instagram and LinkedIn. Northwell Health offers a competitive salary and benefits package. In addition, an academic appointment with The Zucker School of Medicine at Hofstra/Northwell is commensurate with credentials and experience. Physicians will be employed as members of Northwell Physician Partners, the fifth largest medical group in the country. Cover letter should be addressed to: Mitchell Weinberg, MD Chair, Department of Cardiology, Staten Island University Hospital To apply, please send your CV to the Office of Physician Recruitment: ___ or visit our webpage to learn more ___

Job Description & Requirements Pathology Physician StartDate: ASAP Available Shifts: 8 Pay Rate: $139.68 - $151.20 This facility is seeking a Pathology Physician for locum tenens support as they look to fill a current need. Details & requirements for this opportunity: • Schedule: As soon as credentialed. 2 weeks per month, • Job Setting: Hospital, • Types of Cases: General surgical pathology and cytopathology, • Credentialing Timeframe: 90 days, • Active New York State License required, • Must be Board Certified in Anatomic Pathology Facility Location The northernmost of New York City's five boroughs, The Bronx is one of the city's most storied communities. The Bronx is home to several universities including Fordham and City University of New York. Sports fans will want to pay a visit to Yankee Stadium, which opened its doors in 1923 and is a truly iconic facility. The Bronx has a rich arts history and is widely held as one of the places where hip hop was born. Culture seekers can check out the Hush Hip Hop Tour to see some of the historic sights where the genre blossomed. The Bronx offers a wealth of dining, sports, entertainment and cultural activities and is one of New York City's many intriguing, culturally rich communities. Job Benefits AMN Healthcare typically arranges medical or dental malpractice insurance for the contractor providers we match to client opportunities. In addition, our locum tenens can receive highly competitive pay and a dedicated team that handles all travel, lodging, u0009rentals and transportation needs. About the Company At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable. Pathologist, Pathology Lab, Pathology, Laboratory, Cytologic, Pathology, Healthcare, Health Care, Medical, Medical Technology, Patient Care AMN Healthcare is a digitally enabled workforce solutions partner focused on solving the biggest challenges affecting healthcare organizations today. We offer a single-partner approach to optimize labor sources, increase operating margins, and provide technologies to expand the reach of care. Compensation Information: $139.68 / Hourly - $151.20 / Hourly

As an Experience Research Senior Associate in JPM Wealth Management, you will play a pivotal role in shaping user experiences across our products and services. Conduct and execute research studies using advanced research methods, such as surveys, interviews, ethnography, and quantitative and qualita

B+ revenue Wealth Management business. Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting. Demonstrate understanding of clien

Your deep expertise in business architecture principles, wealth management operations, and emerging AI technologies will be essential for designing target-state business models that unlock new sources of competitive advantage. Proven ability to translate business strategy into actionable architectur

Morgan Stanley Private Wealth Management is seeking an Executive Assistant to support Private Wealth Management Managing Directors with a variety of administrative, organization, and logistical tasks. Detail-oriented and thorough; well organized with ability to multi-task and meet deadlines with min

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. Utilize various accounting software (QuickBooks, Sage, CFS). Proficient with accounting

Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. The Client Service Specialist is part of dynamic team and department, and the role r

Our Asset Management business is one of the world's leading asset managers with over $2 trillion in assets under supervision. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-

The expected base salary for this New York, New York, United States-based position is $70000-$110000.In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.Goldman Sachs is committed to providing our people with valuable and competitive benefit

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

Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a welcoming style? Is efficiency one of your strengths, allowing you to handle multiple tasks at once while ensuring accuracy and consistent completion? Do you want to begin a

Founded in 1869, we are a leading global investment banking, securities and investment management firm.

Job Title: Business Analyst - Asset Management (Banking/Finance) Location: New York City, NY Type: Full time Salary: $120k-$130k/year + Benefits Job Description: We are seeking a Business Analyst with strong experience in Asset Management within the Banking or Financial Services domain. The ideal candidate will work closely with stakeholders to gather, analyze, and document business requirements related to portfolio management, trading, and investment operations. Key Responsibilities: • Gather and translate business requirements into functional specifications, • Work with front-office, middle-office, and back-office teams, • Support asset classes such as equities, fixed income, and derivatives, • Analyze data flows, trade lifecycle, and portfolio performance, • Collaborate with IT teams for system enhancements and implementations, • Ensure regulatory and compliance requirements are met Required Skills:, • Experience in Asset/Wealth Management or Investment Banking, • Strong knowledge of trade lifecycle and financial instruments, • Proficiency in SQL, Excel, and data analysis tools, • Excellent communication and stakeholder management skills Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.

About Betterment Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We're headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays). About the role Betterment is looking for a Customer Support Specialist, Finance Advice to join our Human Advice team - a group of top-notch, customer-facing professionals focused on serving our high-value clients. This team does more than resolve issues; they deliver exceptional, personalized experiences that delight customers and help them feel confident in their financial journey. As a member of our Tier 2 Support Team, you will use your FINRA licenses to provide thoughtful, compliant servicing and financial guidance to clients at key milestones in their retirement and wealth management journeys. You will engage with clients via phone and email, helping them navigate our platform, understand the products and portfolios, and make informed decisions-always with a focus on quality, clarity, and impact. This is a salaried, non-exempt role that is remote eligible, except for the New York City metro area, San Francisco, Los Angeles, Seattle, Boston, Washington, D.C., & Orange County, CA. Below we've reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment's total compensation package for employees. • $54,000 - $65,000 We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits, FSA/HSA, and 401(k)with employer match as well as a generous PTO policy. A day in the life • Serve as a licensed resource for clients, providing expert guidance on portfolios, tax-advantaged strategies, and platform features while helping maximize adoption and engagement across their financial journey, • Deliver tailored, white-glove support via phone and email that is clear, professional, and empathetic to a client's unique needs, • Remain in compliance with Betterment's financial advice philosophy and standards, • Handle client escalations with professionalism and compassion, with a focus on retention and customer win-back, • Work cross-functionally to find resolutions, share client feedback, and improve tools and processes to enhance the overall Betterment experience for our highest-value users, • Respond to posts requiring customer support intervention or reputation management on the r/Betterment subreddit What we're looking for, • Active FINRA Series 65 license (or equivalent ie. Series 66), • 2-4 years of experience providing direct support or guidance in a financial services environment, • Strong communicator with the ability to explain complex financial concepts clearly and empathetically, • Solid understanding of investment products, retirement strategies, and advisory principles, • Organized and detail-oriented with excellent time management and follow-through, • Comfortable navigating multiple tools and systems in a fast-paced, client-focused setting What being at Betterment means for you We change lives Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better. We set audacious goals We set them for the company, our customers, and ourselves-and we won't stop until we reach them. We don't just show up; we give our all, then celebrate our wins. We value all perspectives When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community. We invest in you with: • A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave., • Flexible paid time off (and encouragement to use it!), • Meaningful opportunity for community building through our 7 Employee Resource Groups, • Empowerment to own and lead change and affect the business, • Dedicated professional development opportunities, • Lunch from our in-house chef at our NYC headquarters What happens next We'll take a few weeks to review all applications. If we'd like to spend more time with you, we'll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues. In the interview process, we'll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions. On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we're unable to offer individual feedback during the interview process. We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process! Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter. Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Come join us! We're 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, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law. E-Verify Statement Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee's Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants. E-Verify Notice E-Verify Notice (Spanish) Right to Work Notice Right to Work Notice (Spanish) CPRA Language - CA Applicants ONLY We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email .

Client Service Associate Robertson Stephens Wealth Management (RSWM) is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and now North Barrington (IL). The firm serves the financial planning and investment strategy needs of high-net-worth individuals and family offices. Employees of the firm share a solid work ethic, a drive to innovate within our industry and above all strive for value-creation on behalf of our clients. Job Description The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able to work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. This position may be based in either New York, NY. The salary range for this position is $90,000-$110,000. Responsibilities • Work closely with financial advisors to support their clients, • Manage cash balances and daily asset transfers in accounts, • Plan and manage new account onboarding process including SMA and alternative investments, • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts, • Develop a strong relationship with custodians to provide extraordinary client service, • Serve as a key liaison to other operational areas supporting the Business, especially marketing., • Ensuring that all KYC standards are met and materials are organized in a consistent manner., • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines, • Leverage your operational background and experience to contribute to a growing business, • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management., • Team-oriented, respectful, high integrity, humility, • Self-starter, with ability to follow direction and offer perspective on new initiatives, • Detail focused with excellent organization skills and the ability to multi-task, • Excellent written, oral and listening communication skills, • BA/BS degree required, • 2-3 years of relevant experience, • Strong interest in client service management, • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams, • Experienced in using online custodian platforms such as Schwab, Fidelity, and Pershing (Pershing experience preferred), • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues, • Familiar with industry standards and regulations to suggest new processes and controls, where needed, • Series certifications not required, but a plus, • Addepar experience, a plus

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Software Engineering position at Director level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Overview Morgan Stanley's Institutional Lending Tech team needs an experienced lead backend developer to help build leading-edge and scalable systems to support multiple business verticals supporting origination, underwriting, asset management, business operations, market insights, loan pricing, and risk calculations. What You'll Do in the Role: • Provide technical leadership and vision to design and develop a scalable platform to support multiple Lending business lines., • Collaborate with cross-functional teams to drive business requirements and deliver end-to-end solutions., • Oversee the execution of the project, ensuring quality and on-time delivery of front end and back-end components, • Mentorship of junior team members and code review expertise., • Ability to drive technical initiatives and provide leadership., • Actively contributes to agile squad ceremonies and practices., • Apply software engineering best practices, including code reviews, automated testing, and continuous integration., • Ensure adherence to security and compliance standards in all development activities., • Lead the modernization of the tech stack leveraging latest technology What You'll Bring to the Role:, • 8-10 years of proven Java 11+ development experience in modern tech stack for Spring Boot and RESTful microservices., • Solid development experience in Angular web applications., • Strong knowledge in relational or document-based databases such as Sybase, DB2, SQL Server, MongoDB or Elasticsearch., • Ability to troubleshoot complex issues and optimize application performance., • Proven track record of leading high-performance engineering teams, • Fluent in English with Excellent communication skills., • Strong understanding of software development lifecycles and agile methodologies. Preferred Qualifications:, • Understanding of Docker, Podman, or Kubernetes., • Development experience in financial institutions., • Knowledge of the Lending business. We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste into your browser. Expected base pay rates for the role will be between $120,000 and $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

Your Future Team Treasury Partners operates as an advisory practice within Hightower Advisors, a financial services company. Established in 1988, Treasury Partners provides investment services to corporations, endowments, foundations, and wealthy families. These services include comprehensive wealth management, customized portfolio reporting, and development of investment guidelines and strategies. The team consists of 32 investment professionals located in New York City and services over 500 clients with over $22 billion in client assets as of January 2026. As a growing company, opportunities for internal growth and career development are plentiful. What You'll Do • Partner with Financial Advisors to support their business and provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, strategic planning and operational support, • Work directly with clients in all aspects of client servicing with the ability to developing relationships, • Provide portfolio analysis for clients/prospects to determine appropriate investment strategies, • Partner with teammates to provide client service What You'll Bring, • BA/BS degree, • 3+ years client service experience, • Knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet, • Series 7 & 66 are required, • Interest in becoming a CFP What We Offer, • Coverage on the first day of employment for medical, dental, and vision insurance, • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver), • 401k matching plan, • HSA employer contributions, • Student loan assistance, • Pet insurance, • Base salary of $100,000-$115,000 plus discretionary bonus (exact base salary amount will be dependent on experience) Hightower's Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit . Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. Summary: The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed. Essential Duties and Responsibilities: • Process account onboarding, including preparation of Advisory Agreements and custodial account agreements, • Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance, • Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals, • Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance, • Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents, • Coordinate offboarding client notifications and manage returned mail/abandoned property accounts, • Provide proactive communication with clients and advisor teams throughout all account-related matters, • Assure accuracy and timeliness of all custodian work Technical Expertise, • Build foundational technical knowledge in operational matters, • Learn custodial bulletins and procedures, • Understand and comply with all financial regulations, • Maintain high diligence in client privacy and security, • Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources, • Maintain required logs and supporting documentation for compliance-related purposes Team Collaboration, • Observe and learn from client meetings within areas of expertise, • Receive training and mentorship from Senior Client Service Associates and leadership, • Provide support to Advisor Associates, Lead Advisors, and Service Advisors, • Support process improvement initiatives and follow established procedures, • Assist in maintaining standard templates, policies, procedures, and materials, • Embrace and adopt new technology solutions, • Contribute positively to office culture, morale, and team collaboration, • Escalate issues and requests to appropriate personnel when necessary Qualifications:, • Bachelor’s degree in Finance, Economics, or a related field preferred, • Relevant experience in financial services or a related industry, • Strong computer skills, including proficiency with Microsoft Office Suite, • Experience with CRM systems and custodial platforms preferred, • Excellent organizational and time management skills, • Commitment to professional growth and development Client Service Excellence, • Strong client orientation with focus on creating positive experiences, • Professionalism and developing communication skills (verbal and written), • Willingness to learn issue resolution techniques, • Interpersonal skills and relationship development abilities Operational Excellence, • Strong organizational, planning, and prioritization skills, • Attention to detail and commitment to delivering quality work, • Ability to handle multiple tasks while maintaining accuracy and meeting deadlines, • Developing problem-solving and decision-making capabilities, • Willingness to build technical proficiency in relevant systems and custodian platforms Professional Development, • Quick learner with the ability to adapt to new challenges., • Open to change and committed to continuous improvement., • Technology-oriented, with a focus on incorporating best practices., • Proactive in seeking feedback and asking questions What We Offer: Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $60,000 –$72,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire is an inclusive Equal Employment Opportunity employer. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Elevate your career with a firm that champions your growth and values your expertise This Jobot Job is hosted by: Hunter Dahlstrom Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: We're collaborating with a well-established law firm in Naples, Florida, known for its comprehensive legal services and a strong commitment to client success. This firm offers a dynamic environment where seasoned professionals can thrive and make a significant impact. Apply here and contact Hunter Dahlstrom directly for details at or 248.636.2434 (direct cell #) Why join us? Collaborative Culture: Engage with a team that values collaboration and open communication, fostering a supportive work environment. Professional Growth: Benefit from resources and opportunities designed to support your professional development and career advancement. Client-Centered Approach: Be part of a firm that prioritizes client relationships, ensuring personalized and effective legal solutions. Community Engagement: Join a team that is actively involved in the community, reflecting a commitment to social responsibility. Job Details We're seeking an experienced Estate Planning Attorney to join our client's Naples office. The ideal candidate will have: A minimum of 15 years of law firm experience with a focus on estate planning. Expertise in advising high-net-worth individuals on estate planning, tax and transfer planning, and business succession planning. Experience with trust and estate administration, ensuring clients' wealth preservation and transfer objectives are met. A meaningful portable book of business with potential for growth. Demonstrated ability to manage multiple projects and deadlines with exceptional responsiveness. Strong client service and business development skills, with a track record of fostering client relationships. Excellent academic credentials and a commitment to professional excellence. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Northwell Health Cardiology, the largest provider of cardiovascular care in New York, is seeking a Vice Chair to join us at Northern Westchester Hospital and Phelps Hospital. Northwell Cardiology has seen tremendous growth over the past five years across Long Island, New York City, and Westchester with the goal of providing comprehensive, integrated health care and wellness services. As we continue to expand our cardiovascular health services, we are seeking a dynamic, board-certified cardiologist, with directorship or chief experience, to join our team at Northern Westchester Hospital and Phelps Hospital as the Vice Chair of Cardiology. In this unique role, the Vice Chair will support the Chair of Cardiology and lead the clinical services provided within the Department of Cardiology across both campuses, including inpatient and consultative cardiology services, ambulatory cardiology, cardiac imaging including CCTA/CMRI, cardiac rehabilitation, advanced heart failure, interventional cardiology, and electrophysiology. Responsibilities include: • Performs direct patient care activities, providing both hospital and ambulatory clinical services., • Provide clinical leadership and expertise within the clinical cardiology team, overseeing hospital-based and ambulatory cardiology services., • Ensure the productivity of physician faculty and identify and develop new clinical programs consistent with market opportunity, patient need and financial feasibility., • Work with the Administration to meet the Hospital, Service Line and System goals for patient and employee satisfaction. This is a full-time, academic position and we offer a competitive salary and benefits package. The candidate will also receive an academic appointment at the Zucker School of Medicine at Northwell/Hofstra commensurate with experience and academic credentials. Cover letter should be addressed to: Andrew Krumerman, MD Chair, Department of Cardiology, Northern Westchester Hospital & Phelps Hospital and Varinder Singh, MD Senior Vice President, Cardiology Service Line, Northwell Health For additional information, please send your CV and cover letter to Lina Sanchez at ___.

Our client, a rapidly growing wealth management firm, is seeking a Team Executive Assistant / Administrative Assistant to support a group of Advisory professionals.

Along with experience in BAS sales and service, the ideal candidate will possess a wealth of knowledge in mechanical and HVAC systems, and strategic multi-discipline, multi-trade sales. Maintain bid lists and CRM entries accurately with timely updates to the sales funnel for reporting to the Sales M

The Head of Learning & Development for Wealth & US Consumer Card - Managing Director (MD) is a senior leader responsible for formulating and leading the learning and development strategy specifically for the Wealth and US Consumer Cards (USCC) businesses. In-depth familiarity and understanding of We

At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly

Top-Tier Investment Advisory Firm is Seeking a Wealth Management Operations Analyst!. Maintain and actively monitor client wealth systems, including asset allocation, performance, and liquidity, to support accurate, real-time decision-making.

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

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi