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investment banking associate financial institutions

Oppenheimer Holdings

<div><p><b>Who We Are:</b></p>
<p>Oppenheimer &amp; Co. Inc. (&ldquo;Oppenheimer&rdquo;) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity &amp; fixed income research, market making, trust services and investment advisory and asset management services.</p>
<p>Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory &amp; Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client &ndash; high growth, entrepreneurial, middle market companies.</p>
<p><b>Job Description</b></p>
<p>Our Financial Institutions team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies.</p>
<p><b>Responsibilities:</b></p>
<ul><li>Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required</li>
<li>Transaction execution involving direct client interaction and communication</li>
<li>Managing client due diligence processes</li>
<li>Conducting extensive financial modeling and valuation</li>
<li>Assessing industry research and trends</li>
</ul>
<p><b>Qualifications:</b></p>
<ul><li>At least 2 years of experience in investment banking, primarily Financial Institutions related</li>
<li>Strong Microsoft Excel skills essential</li>
<li>Strong verbal and written communication skills</li>
<li>Elevated attention to detail and consistency in work product
</li><li>Strong work ethic and team player</li>
<li>Organized and proactive
</li><li>Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred</li>
<li>Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter</li>
</ul>
<p><b>Compensation:</b></p>
<p>For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.</p></div>

Investment Banking Associate - Financial Institutions

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Become an integral part of the Wealth Management Digital Marketing team, owning the public site acquisition strategy across chase.com and jpmorgan.com. This role is responsible for developing and executing the roadmap of initiatives to acquire new Wealth Management clients and deepen relationships with existing non-Wealth clients from multiple lines of business. The ideal candidate will possess a robust background in digital marketing, showcasing innovation in crafting new digital marketing strategies and tactics.</p><p>
As an Associate within Wealth Management, you will collaborate with product, analytics, design, research, and experimentation teams to optimize user journeys, improve site navigability, and enhance the discoverability of products and features. Candidate should also be knowledgeable in SEO best practices to ensure alignment with broader digital strategies.</p><p><b>
Job responsibilities</b></p><ul>
<li>Own, develop, and manage data-driven acquisition strategies for chase.com and jpmorgan.com, including landing pages, navigation, and lead generation.</li>
<li>Partner with analytics, design, research, and product teams to identify growth opportunities and measure the impact of acquisition initiatives.</li>
<li>Collaborate on cross line of business (XLOB) digital strategies to deepen engagement and acquisition across business banking, consumer banking, and other areas.</li>
<li>Support campaign acquisition efforts by partnering with marketing and product teams to improve ongoing campaigns.</li>
<li>Align overarching strategy with go-to-market plans for new and innovative business initiatives</li>
<li>Analyze and map user journeys to identify friction points and opportunities for improvement, leveraging on- and off-platform research and testing.</li>
<li>Enhance site navigability and the discoverability of products and features to drive acquisition and engagement.</li>
<li>Collaborate with the Marketing Experimentation Lead to design, execute, and analyze experiments aimed at improving acquisition and user experience.</li>
<li>Stay informed on digital marketing trends, user experience best practices, and SEO fundamentals to ensure strategies remain current and effective.</li>
<li>Work closely with marketing, product, analytics, and design teams to align on goals and deliver seamless digital experiences.</li>
<li>Communicate findings, recommendations, and results to stakeholders across the organization, utilizing strong executive communication and presentation skills.</li></ul><p><b>
Required qualifications, capabilities and skills</b></p><ul>
<li>Bachelor&rsquo;s degree in Marketing, Business, Analytics, or a related field.</li>
<li>4+ years of professional marketing experience</li>
<li>Experience in managing the creative process from strategy to brief to final assets while maintaining a broad learning agenda</li>
<li>Experience in digital marketing, acquisition strategy, or user experience optimization.</li>
<li>Strong analytical skills and proficiency in data analysis tools (e.g., Adobe Analytics, Google Analytics, Tableau).</li>
<li>Excellent executive communication, presentation and collaboration skills.</li>
<li>Ability to manage partners, multiple projects and meet deadlines in a fast-paced environment.</li></ul><p><b>
Preferred qualifications, capabilities, and skills</b></p><ul>
<li>Demonstrates strong analytical thinking and curiosity, using data to inform decisions and uncover new opportunities.</li>
<li>Is knowledgeable about design best practices and understands their impact on digital acquisition, even if not directly responsible for design execution.</li>
<li>Excels in collaboration, working effectively with cross-functional teams.</li>
<li>Is comfortable with experimentation, learning from results, and iterating quickly.</li>
<li>Thinks through user journeys and is focused on improving site navigability and product discoverability with the customer at the center of every solution
</li></ul><p></p><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Website Acquisition Strategy Associate

Talan

<div><b>Company Description</b><p><br>
Talan is an international consulting and technology expertise group supporting Corporate and Investment Banking (CIB) and Financial Services clients through large-scale transformation programs driven by data, technology, and innovation.</p><p>
In North America, Talan works with some of the largest U.S., French, and Japanese banks, delivering high-value expertise across front-office, risk, finance, regulatory, and technology domains.</p><p>
With over 20 years of experience, a presence across five continents and 21 countries, and Great Place to Work&reg; certification, the Group is on track to reach 8,000 employees worldwide, including 600 in North America.</p><b><br>
Job Description</b><p><i><br>
Location: NYC (Hybrid &ndash; at least 3 days onsite/week)</i></p><p><i>
Visa Sponsorship: We offer sponsorship under specific treaty-based U.S. work visas, including TN and E-2 (for eligible Canadian, Mexican, and French citizens). We do not support or transfer other visa types (e.g., H-1B).</i></p><p>
We are seeking an <b>IT Budget Coordinator </b>to join our team.</p><p>
In this role, you will play a central part in IT financial management, overseeing budget tracking, forecasting, and reporting across multiple technology initiatives. You will work closely with IT leadership, Finance, Procurement, and Head Office resource control teams to ensure accurate budget governance, clear visibility on spend, and strong alignment between IT strategy and business priorities.</p><p>
This position requires a strong analytical mindset, advanced reporting skills, and the ability to confidently interact with senior stakeholders. You will contribute directly to strategic decision-making by providing data-driven insights on budget performance, variances, and funding needs.</p><p><b>
Role and responsibilities</b></p><ul><li>
Develop, maintain, and enhance IT budget tracking and reporting tools using advanced Excel and Power BI.</li><li>
Monitor IT expenditures, burn rates, and forecasts to ensure strict adherence to approved budgets.</li><li>
Perform detailed variance analysis between actuals, forecasts, and budgets, and clearly communicate key drivers.</li><li>
Lead and prepare materials for budget review meetings with IT managers and senior leadership.</li><li>
Coordinate project budget requests, consolidate inputs from multiple stakeholders, and support funding approval processes.</li><li>
Partner with Procurement and Finance to ensure accurate order tracking, invoicing, accruals, and cost allocation.</li><li>
Work with Head Office resource control teams to comply with global budget processes, reporting standards, and timelines.</li><li>
Support annual budget preparation (including the 2026 budget), leveraging prior year actuals and the IT roadmap.</li><li>
Contribute to aligning IT investment decisions with business objectives, cost optimization, and digital transformation initiatives.</li></ul><p>
#LI-ASD</p><b><br>
Qualifications</b><br>
<ul><li>
Bachelor&rsquo;s degree in Finance, Engineering or Computer Science.</li><li>
MIN 5 years of experience in IT budget management, financial analysis, or a similar role within a corporate or financial services environment.</li><li>
Strong expertise in Excel (advanced formulas, pivot tables); VBA and Power BI experience is a strong plus.</li><li>
Proven ability to produce clear, senior-level financial reports and present budget insights confidently.</li><li>
Experience working with multiple stakeholders and managing competing priorities.</li><li>
Strong attention to detail, structured thinking, and a proactive, solution-oriented mindset.</li></ul><p><b>
Company&rsquo;s Benefits</b></p><p>
At Talan, we invest in our employees' well-being and empower them with benefits, including:</p><ul><li>
The salary range for this role is US$90,000 - US$140,000</li><li>
401(k) retirement plan with company matching</li><li>
15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)</li><li>
8 paid holidays + 5 sick days + 2 personal days per year</li><li>
❤️&zwj;Company health, dental, and vision insurance plans + FSA</li><li>
Voluntary STD and LTD</li><li>
Commuter/transit benefits</li></ul><p>
All your information will be kept confidential according to EEO guidelines.</p></div>

IT Budget Coordinator

EisnerAmper

<div></div><div><div>Job Description</div><div></div><div>
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you&rsquo;re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you&rsquo;ll love from top to bottom &ndash; we give you the tools you need to succeed and the autonomy to reach your goals.</div><div></div><div>
As a member of the Outsourced Solutions for Financial Services team, the Senior Manager is responsible for managing multiple client engagements simultaneously and works with staff to coordinate workflow. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.</div><div></div><div>
A Senior Manager develops and coaches staff and establishes relationships to develop new business for the Firm. Performance is judged based on management and leadership skills, quality of work, ability to meet time constraints and practice development. You will provide outsourced accounting and controller services for financial services clients, including hedge, private equity and venture capital funds, including related management companies.</div><div></div><div>
What it Means to Work for EisnerAmper:</div><ul><li><div>
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry</div></li><li><div>
You will have the flexibility to manage your days in support of our commitment to work/life balance</div></li><li><div>
You will join a culture that has received multiple top &ldquo;Places to Work&rdquo; awards</div><ul><li><div>
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions</div></li><li><div>
We understand that embracing our differences is what unites us as a team and strengthens our foundation</div></li><li><div>
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work</div></li></ul></li></ul><div></div><div>
Key Responsibilities</div><ul><li><div>
Deliver outsourced finance, operations, and accounting services to private investment companies, including their management companies and general partner entities.</div></li><li><div>
Serve as the primary client relationship manager, ensuring exceptional service delivery and proactive communication.</div></li><li><div>
Supervise and mentor staff accountants across multiple geographies, fostering collaboration and technical development.</div></li><li><div>
Coordinate with third-party service providers (administrators, custodians, auditors, tax advisors, technology vendors) to ensure seamless execution of client engagements.</div></li></ul><div></div><div>
Basic Qualifications</div><ul><li><div>
Bachelor&rsquo;s or Master&rsquo;s degree in Accounting, Finance, or a related discipline (CPA or progress toward certification strongly preferred).</div></li><li><div>
Minimum of 8 years of progressively responsible experience in public accounting, fund administration, or investment management, demonstrating increasing leadership and technical complexity.</div></li></ul><div></div><div>
Preferred Qualifications</div><ul><li><div>
Deep technical knowledge of investment company accounting (ASC 946) and relevant US GAAP topics applicable to management companies and general partners.</div></li><li><div>
Familiarity with portfolio accounting and fund administration platforms such as FundCount, Advent Geneva, or similar investment management technologies.</div></li><li><div>
Experience leveraging cloud-based accounting solutions (QuickBooks Online, Xero, Sage Intacct, NetSuite, Bill.com, Concur, Expensify).</div></li><li><div>
Strong leadership skills with the ability to coach, mentor, and develop team members at varying levels.</div></li><li><div>
Excellent communication, analytical, and problem-solving skills, with a client-service orientation.</div></li><li><div>
Exceptional organizational and time-management abilities, with proven success managing multiple concurrent engagements.</div></li></ul><div></div><div>
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.</div><div></div><div>
About our Outsourced Services Team:</div><div>
The EisnerAmper Outsourcing group brings our team&rsquo;s specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don&rsquo;t take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we&rsquo;re given the tools to both provide best-in-class service and constantly grow as professionals.</div><div></div><div>
Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers.</div><div></div><div>
Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm.</div><div></div><div>
About EisnerAmper:</div><div>
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.</div><div></div><div>
Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients.</div><div></div><div>
Should you need any accommodations to complete this application please email: <div>talentacquisition@eisneramper.com</div></div><div></div><div><div><div><div><div><div><div><div>
Preferred Location:</div></div></div></div></div></div></div></div>
New York<div></div><div><br>
For NYC and California, the expected salary range for this position is between</div>
120000<div>
and</div>
200000<div>
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.</div></div>

Outsourced Services Senior Manager – Financial Services

Intuit

<div><h2 class="jobSectionHeader"><b>Overview</b></h2><p>
Join the Intuit Data Exchange (IDX) team as a Principal Customer Experience professional focusing on technical account management for data connectivity in Intuit offerings, dedicated to a specialized business unit. The Technical Account Manager (TAM) in the fintech sector serves as an ambassador of customer obsession, and functions as a critical link among our financial data partners, the IDX platform, and product management and development teams across offerings. The role demands a blend of product knowledge, API fluency and banking/investment industry understanding to ensure high-quality and high-performance data connectivity for Intuit's customers. The TAM acts as a trusted strategic partner, proactively monitoring KPIs and creating roadmaps to address optimization opportunities and meet the needs of internal and external stakeholders. This includes providing technical and domain SME guidance and holding all contributing teams accountable for key initiatives in order to facilitate the adoption and high performance of Intuit&rsquo;s data connections and related capabilities.</p><p></p><p><br>
Focus: Single Threaded Owner for IDX data connectivity operations and support for GBSG, dedicated to QBO.</p><ul><li>
Monitor connection health and quality, analyze any low performance against SLAs and roadmap goals</li><li>
Provide technical and business insights to support progress of financial data connection capabilities against target KPIs</li><li>
Identify and explain dependencies and risks for provider integration roadmaps</li><li>
Design and drive op mechs with internal and external stakeholders for visibility of ongoing connection issues and status</li></ul><p></p><p><br>
Leverage VOC, metrics and industry best practices to generate and lead action plans, in collaboration with cross-functional teams, to continuously optimize and enhance the quality of customer and/or expert data connectivity experiences</p><p><b><br>
Responsibilities</b></p><ul><li>
Serve as the primary technical contact for assigned fintech partners, ensuring high levels of partner satisfaction and engagement.</li><li>
Develop a deep understanding of partners' business objectives and technical environments to effectively position and support our solutions.</li><li>
Provide proactive technical guidance and recommendations to partners, anticipating potential challenges and offering solutions.</li><li>
Manage and prioritize partner fintech API issues, working closely with engineering and support teams to ensure timely resolution and clear communication to the partner.</li><li>
Conduct regular partner reviews to share KPIs and YoY performance insights, identify areas for improvement, and present new features or solutions.</li><li>
Facilitate product capability reviews for partners, empowering them to scope and prioritize adoption of new updates in future roadmaps.</li><li>
Contribute to the creation of technical documentation, best practices, and knowledge base articles.</li><li>
Stay up-to-date with industry trends, emerging technologies, and competitive landscapes within fintech API and service provider offerings.</li><li>
Represent the partner's capability asks and feedback internally, ensuring partner needs are reflected in product roadmaps when appropriate.</li></ul><p><b><br>
Qualifications</b></p><p>
Education &amp; Experience</p><ul><li>
Bachelor's degree in Computer Science, Information Technology, Finance, or a related technical field. Master's degree and ITIL certifications are preferred.</li><li>
8+ years of experience in a technical account management, sales engineering, or similar partner-facing technical role in the fintech industry.</li></ul><p></p><p><br>
Technical Skills</p><ul><li>
Strong understanding of financial technologies, including payment systems, banking platforms, trading systems, and other relevant fintech domains.</li><li>
Proficiency in understanding and articulating complex technical concepts related to APIs and system integrations, including network security, authentication, authorization and consent flow protocols.</li><li>
Experience navigating Tableau, Splunk, SQL (querying) etc for data analysis and troubleshooting.</li><li>
Familiarity with CRM software (e.g., Salesforce)</li></ul><p></p><p><br>
Soft Skills</p><br>
<p></p><ul><li>
Excellent communication, presentation, and interpersonal skills, with the ability to effectively communicate technical information to both technical and non-technical audiences.</li><li>
Proven ability to build strong relationships and influence stakeholders at all levels of an organization.</li><li>
Exceptional problem-solving and analytical abilities, with a focus on partner success.</li><li>
Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.</li><li>
Proactive and results-oriented with a strong partner-centric mindset.</li><li>
Ability to work independently and as part of a distributed team.</li></ul><p></p><p><br>
Preferred Qualifications</p><ul><li>
Fluency in RESTful APIs and relevant authentication protocols (OAuth, OIDC)</li><li>
Experience with agile methodologies and software development lifecycles.</li><li>
Familiarity with data standards in the financial services industry (OFX, FDX, Open Banking, PSD2/3)</li></ul><p></p><p><br>
Reporting Structure</p><p>
The Technical Account Manager will report to the IDX Leader of Customer Experience Operations.</p><p></p><p><br>
Travel</p><p>
This role has the potential for travel to partner sites and conferences as required.</p><p><br>
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit&reg;: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is:</p><p></p><p><br>
Bay Area &amp; Southern California <b>- </b>$192,500 - $260,000</p><p>
New York - $194,500 - $263,500</p></div><p></p>

Principal Technical Account Manager (IDX Customer Success)

Ameriprise Financial

<div>Represent Ameriprise Independent Advisors (AIA), Ameriprise Advisor Group (AAG), and Ameriprise Financial Institutions Group (AFIG) to all channels of distribution with the goal of recruiting quality new advisors into the firm. Travel throughout their territory building relationships with advisors at competing firms who may be open to considering a change in affiliation and is accountable for overall regional recruiting results.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p><br>
Manage advisor recruiting pipeline by leveraging team resources, implementing best practices and activity. Maintain accurate and timely candidate records in recruiting contact management system and report accurately on results. Communicate advisor recruiting status and results effectively to internal and external audiences. Answer advisor questions and resolve issues as needed.</p></li><li><p>
Communicate Ameriprise value proposition through brokerage knowledge and expertise effectively to prospective advisors. (i.e., overcome objections, provide clarifying information, etc.). Evaluate advisor practices to ensure portability of assets and compliance with company hiring standards.</p></li><li><p>
Create a consistent, high volume flow of qualified candidates through various sources including referrals from online tools, networking with local wholesalers in the region, and firm marketing/advertising through industry publications. Build centers of influence to promote advisor referral opportunities with existing franchise advisors and other field staff to develop local recruiting sources.</p></li><li><p>
Build and maintain strong partnerships between corporate partners, field leaders and advisors to achieve recruiting goals aligned with business strategies. Set expectations with advisors and field leaders around recruiting process. Extensive phone work is instrumental to success in the role.</p></li><li><p>
Demonstrate and maintain a strong fundamental knowledge of products, process and capabilities for broker dealer. Maintain current industry competitive intelligence, benchmarking and analysis.</p></li></ul><p><b><br>
Required Qualifications</b></p><ul><li><p><br>
Education: Bachelors degree or equivalent (4-years)</p></li><li><p>
Experience: 7-10 years of relevant experience.</p></li><li><p>
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for</p></li><li><p>
education and experience.</p></li><li><p>
Proven understanding of products, process and capabilities for broker dealer.</p></li><li><p>
Experienced in recruiting efforts within the financial services industry.</p></li><li><p>
Proven success in driving results and managing multiple priorities effectively.</p></li><li><p>
Demonstrated ability to work independently; viewed as effective and trusted business partner with field leadership and internal partners.</p></li><li><p>
Outstanding relationship management, negotiation, collaboration and influencing skills.</p></li><li><p>
Demonstrated ability to assess readiness and to coach and develop others.</p></li><li><p>
Strong analytical skills, detail orientation, tracking and follow-up.</p></li><li><p>
Excellent written and verbal communication skills.</p></li><li><p>
Support and drive diversity hiring efforts.</p></li><li><p>
Candidate MUST live in territory.<br>
<br>
<b>Preferred Qualifications</b></p></li><li><p><br>
Series 7 preferred.</p></li></ul><p></p><p><b>
About Our Company</b><br>
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses &ndash; Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.</p><p></p><div><div><div><div><div><div><div><p><b>
Base Pay Salary</b></p></div></div></div></div></div></div></div>
The estimated base salary for this role is $100,000/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p>
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.</p><p></p><p>
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Human Capital<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>AAG Ameriprise Advisor Group</div>

Regional Recruiting Director, Experienced Advisor Recruiting - NY Metro

Nardello

<div><p><b>About the Role</b></p>
<p>
Nardello &amp; Co., a global investigations firm, is seeking an experienced Executive Assistant to support the Executive Chairman. The ideal candidate demonstrates unquestionable integrity, strong communication and collaboration skills, exceptional organization, and the ability to make sound decisions in a fast‑paced, dynamic environment.</p><p></p><p><b><br>
Responsibilities</b></p>
<ul>
<li>Manage a broad range of administrative tasks supporting the Executive Chairman&rsquo;s personal and professional activities.</li>
<li>Coordinate complex international and domestic travel, including itineraries, reservations, drivers, and security.</li>
<li>Oversee professional and personal calendars, including family and household commitments.</li>
<li>Research, prioritize, and address sensitive or confidential issues; determine appropriate follow‑up actions.</li>
<li>Manage conflicting priorities and ensure timely, proactive execution of tasks and projects.</li>
<li>Identify opportunities to streamline the Executive Chairman&rsquo;s office operations.</li>
<li>Perform day‑to‑day administrative duties, including lunch orders, deliveries, conference room setup, contacts, and research.</li>
<li>Serve as a point of contact for clients, candidates, and senior staff; schedule calls and meetings.</li>
<li>Collaborate with colleagues across the organization.</li>
<li>Prepare and process travel and corporate expenses.</li>
<li>Maintain and update Outlook and Salesforce contacts.</li></ul><br>
<p></p>
<p><b>
Qualifications</b></p><p></p><p><b><br>
Knowledge, Skills &amp; Abilities</b></p>
<ul>
<li>Experience managing complex travel arrangements.</li>
<li>Detail‑oriented, hardworking, and able to thrive in an entrepreneurial environment.</li>
<li>Professional, discreet, collaborative, and highly personable; strong relationship‑management skills.</li>
<li>Excellent interpersonal and diplomatic skills.</li>
<li>Produces high‑quality work with meticulous attention to detail.</li>
<li>Proactive, self‑directed, and able to anticipate needs.</li>
<li>Effective in fast‑paced environments with multiple competing priorities.</li>
<li>Understands how to operate an efficient executive office.</li>
<li>Strong command of English; Italian fluency is a plus.</li>
<li>Highly proficient in Microsoft Office; Salesforce and Quickbooks experience preferred.</li></ul><br>
<p></p>
<p><b>
Education &amp; Experience</b></p>
<ul>
<li>10+ years supporting C‑suite executives, preferably in professional services.</li>
<li>Bachelor&rsquo;s degree preferred.</li></ul><br>
<p></p>
<p><b>
Work Environment</b></p>
<ul>
<li>Professional office environment based in New York City.</li>
<li>Requires availability beyond standard business hours.</li>
<li>Must work onsite on anchor days and when the Executive Chairman is in the office.</li></ul><br>
<p></p>
<p>
Nardello &amp; Co. offers a competitive pay and benefits package and is an Equal Opportunity Employer.</p><br>
<p></p>
<p><b>
Who We Are:</b></p>
<p>
With offices in New York, London, Washington DC, Los Angeles, San Francisco, Hong Kong, and Dubai, Nardello &amp; Co. is a global investigations firm whose experienced professionals handle a broad range of matters including due diligence, anti-corruption and fraud investigations, civil and white collar criminal litigation and arbitration support, asset tracing, activist defense, political risk and strategic intelligence, digital investigations and cyber defense, monitorships and independent investigations, and compliance.</p><br>
<p></p>
<p>
Nardello &amp; Co. enjoys a reputation as the best kept secret of leading law firms and financial institutions, Fortune 500 and FTSE 100 companies, high-net-worth individuals and family offices, governments, NGOs, sports organizations, and academic institutions who know that managing risk effectively requires choosing the best investigative partner.</p><br>
<p></p>
<p>
We believe that excellence starts with having the right people. Our professionals have spent their entire careers building and enhancing their expertise. Our professional team includes former US federal prosecutors, US and international lawyers, former law enforcement personnel and intelligence operatives, licensed investigators, research analysts, former journalists, financial crimes specialists, forensic accountants, and computer forensic experts. Our team is composed of proven performers who think creatively and strategically, adhere to the highest ethical standards, and are committed to excellence.</p></div><p></p>

Executive Assistant to the Executive Chairman

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