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Keywords: Managing Advisor, Wealth Advisory, Location: New York City, NY

Page: 3

Associate/Senior Associate, Quantitative, Ares Insurance Solutions

portfolios to support the objectives of Aspida/Aspida Re. Updating and managing asset/market grid templates to support asset... analytics Experience in working with hedging strategies for managing Interest Rate, Prepayment and FX risk Private equity...

Posted Date: 11 Jul 2025
Salary: $145000 - 175000 per year

Asset Management - Transportation Investment Specialist - Executive Director

Job Category: Client Advisory Job Description: Come and join our Alternatives Global Transportation team..., you will actively engage in maintaining and developing relationships between the investment team, the Client and Consulting Advisor...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 05 Oct 2025

BDO Capital - Investment Banking Vice President

. This position also plays an integral role in managing client interactions as well as leading marketing efforts. Additionally, the... investment banking professionals Supports Managing Directors in all aspects of firm marketing, business development, and deal...

Company: BDO
Location: New York City, NY
Posted Date: 02 Oct 2025

BDO Capital - Investment Banking Vice President

. This position also plays an integral role in managing client interactions as well as leading marketing efforts. Additionally, the... investment banking professionals Supports Managing Directors in all aspects of firm marketing, business development, and deal...

Company: BDO
Location: New York City, NY
Posted Date: 02 Oct 2025

Account Manager, Strategic Accounts – RIA Aggregators

as an innovator, industry thought leader and trusted advisor to our clients. Position Description The mission of PIMCO...’s U.S. Global Wealth Management (GWM) group is to deliver industry-leading experiences for financial intermediaries...

Company: PIMCO
Location: New York City, NY
Posted Date: 01 Oct 2025

Divisional Head of Strategy

growth opportunities. Support innovation efforts across the division, including AI-driven advancements Executive Advisory... & Thought Leadership Serve as a strategic advisor to CAP leadership team. Prepare high-impact presentations and materials...

Company: Nasdaq
Location: New York City, NY
Posted Date: 26 Sep 2025

Financial Services - Capital Markets - Digital Assets - Senior Consultant

entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build... of relevant experience working at a financial services company or comparable experience working as an advisor to a financial...

Company: EY
Location: New York City, NY
Posted Date: 23 Sep 2025

Financial Services - Capital Markets - Digital Assets - Manager

entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build... capital markets. Your key responsibilities You'll be responsible for managing client engagements, working with high...

Company: EY
Location: New York City, NY
Posted Date: 23 Sep 2025

Tax Senior Manager, ASC740

how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages..., required Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded...

Company: BDO
Location: New York City, NY
Posted Date: 19 Sep 2025
Salary: $146000 - 200000 per year

Tax Senior Manager, ASC740

how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages..., required Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded...

Company: BDO
Location: New York City, NY
Posted Date: 18 Sep 2025
Salary: $146000 - 200000 per year

Executive Administrative Assistant

in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management... to maintain confidentiality and exercise discretion Excellence in managing multiple competing priorities Experience supporting...

Company: LPL Financial
Location: New York City, NY
Posted Date: 12 Sep 2025
Salary: $25.71 - 42.85 per hour

Compliance Officer Senior-Commercial

COMPLIANCE OFFICER SENIOR-REGISTERED INVESTMENT ADVISOR WHAT IS THE OPPORTUNITY? The Senior Compliance Officer... will act in a compliance oversight and advisory role supporting assigned business units including two registered investment...

Posted Date: 12 Sep 2025
Salary: $77000 - 143000 per year

Merrill Market Supervision Manager

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...

Company: Bank of America
Location: New York City, NY
Posted Date: 02 Aug 2025
Salary: $110000 - 155000 per year

International Private bank- Investment Professional- Analyst

Job Category: Client Advisory Job Description: We are actively looking for exceptionally talented individuals who..., you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 25 Jul 2025

FS/ Product Manager- Cap Mkts - Business Consulting

Job Description Product Manager/Owner - Wealth Management & Trust, Infosys Consulting The Role - What You'll... Do You will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management...

Posted Date: 16 Jul 2025