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administrative assistant, global investment banking Jobs in New York

personal banker

Wells Fargo

<div>Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers&rsquo; goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence.
You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth.
As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo&rsquo;s training and coaching.
In this role you will:<ul><li>
Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement</li><li>
Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions</li><li>
Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals</li><li>
Support everyday banking needs, including new account openings, service requests, and credit applications</li><li>
Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards</li><li>
Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs</li><li>
Deliver accurate, compliant service while exercising sound judgement within defined risk controls</li><li>
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise</li></ul>
Required Qualifications:<ul><li>
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications:<ul><li>
Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations</li><li>
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement</li><li>
Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs</li><li>
Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience</li><li>
Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed</li><li>
Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience</li><li>
Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns</li></ul>
Job Expectations:<ul><li>
Ability to work a schedule that will include Saturdays</li><li>
Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support.</li></ul><ul><li>
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Posting Location(s):<ul><li>
Broadway &amp; 89th 2415 Broadway, Manhattan NY</li><li>
Madison &amp; 49th, 437 Madison Avenue, Manhattan NY</li><li>
Madison &amp; 55th, 545 Madison Avenue, Manhattan NY</li><li>
Third &amp; 52nd, 866 Third Avenue, Manhattan NY</li><li>
Third &amp; 58th, 968 Third Avenue, Manhattan NY</li><li>
Broadway &amp; 56th, 1755 Broadway, Manhattan NY</li><li>
Broadway &amp; W 73rd, 2101 Broadway, Manhattan NY</li><li>
East 86th, 247 E 86th Street, Manhattan NY</li><li>
Sixth &amp; 45th, 1156 Avenue of the Americas, Manhattan NY</li><li>
Third &amp; 42nd, 666 Third Avenue, Manhattan NY</li><li>
Third &amp; 75th, 1300 Third Avenue, Manhattan NY</li><li>
Lenox &amp;117th, 143 Lenox Ave, Manhattan NY</li><li>
Lenox &amp; 125th, 286 Lenox Ave, Manhattan</li></ul>
Pay Range 
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$23.00 - $31.00<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div>
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Posting End Date:
30 Jul 2026<ul><li>Job posting may come down early due to volume of applicants.</li></ul>
We Value Equal Opportunity
Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit&rsquo;s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Personal Banker Upper Manhattan

JPMorganChase

<div>JOB DESCRIPTION 
 
 
<div>At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. 
 
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. 
 
Job responsibilities
</div><div><ul><li>Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.</li>
<li>Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
</li><li>Engage in clear, polite, consultative communication to understand and help clients, building trust &ndash; ask questions and listen to understand, anticipate their needs.
</li><li>Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.</li>
<li>Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
</li><li>Adhere to policies, procedures, and regulatory banking requirements.</li>
</ul></div><div>Required qualifications, capabilities, and skills
</div><div><ul><li>1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
</li><li>Ability to create memorable experiences for our clients &ndash; elevate the client experience.
</li><li>Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing consistent client experience.
</li><li>Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.</li>
<li>High school degree, GED, or foreign equivalent.</li>
<li>The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
</li><li>Ability to work branch hours including weekends and some evenings.</li>
</ul></div><div>Preferred qualifications, capabilities, and skills
</div><div><ul><li>College degree or military equivalent.
</li><li>Experience adhering to banking policies, procedures, and regulatory requirements.</li>
</ul></div><div>Dodd Frank/Truth in Lending Act 
 
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. 
 
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 
 
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default
</div>ABOUT US 
 
 
Chase is a leading financial services firm, helping nearly half of America'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.
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.
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' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM
 
 
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'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>

Relationship Banker - Second Ave and 62nd St. - New York, NY

Openbank Deutschland AG

<div>It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what&rsquo;s possible. This is more than a strategic shift. It&rsquo;s a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
 
The Sales and Service Banker serves as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud. Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank.
<ul><li>Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.</li>
<li>Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.</li>
<li>Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.</li>
<li>Collaborate with team members and partners to achieve branch goals and drive overall performance.</li>
<li>Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.</li>
<li>Foster customer loyalty by addressing concerns and providing timely resolutions.</li>
<li>Engage customers with digital platforms to enhance customer interactions and educate them on self-service options.</li>
<li>Communicate clearly and effectively with customers in person, over the phone, or through digital channels.</li>
<li>Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.</li>
<li>Handle cash and maintain accurate cash drawer balances.</li>
<li>Assist with custodianship, audits, and other operational tasks.</li>
<li>Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.</li>
<li>Time allocated to each core responsibility may vary depending on the branch needs.</li>
<li>Responsibilities may extend to supporting nearby branch locations based on business necessity.</li>
</ul>What You Bring:
 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
 
Education:
<ul><li>High school diploma or GED - Required</li>
<li>Bachelor&rsquo;s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred</li> 
</ul> 
Qualifications:
<ul><li>12+ Months Experience selling products and/or services - Required. (OR)</li>
<li>6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)</li>
<li>6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)</li>
<li>6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. (AND)</li>
<li>6+ Months Cash handling experience - Required.</li>
<li>Established relationship-building skills with a focus on customer experience and loyalty.</li>
<li>Excellent customer service skills and a passion for helping others.</li>
<li>Ability to learn and apply sales techniques to recommend products and services that meet customer needs.</li>
<li>Experience in cross-selling products and services.</li>
<li>Ability to work collaboratively in a team-oriented environment.</li>
<li>Excellent communication, consultative and influence skills both verbal and written.</li>
<li>Ability to display a credible, trustworthy, and professional image at all times.</li>
<li>Proficient in using digital tools and technology to enhance customer engagement.</li>
<li>Ability to follow directions, policies, and procedures.</li>
<li>Ability to identify and escalate concerns of risk to appropriate channels.</li>
<li>Understands the necessity and value of accuracy and attention to detail.</li>
<li>Ability to work in a fast-paced environment and manage multiple priorities.</li>
<li>Computer proficiency and basic math skills.</li>
<li>Ability to work branch hours, which can include weekends and evenings.</li>
<li>Fluent in Cantonese or Mandarin preferred.</li>
</ul>Certifications:
<ul><li>No Certifications listed for this job.</li>
</ul>It Would Be Nice For You To Have:
<ul><li>Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.</li>
<li>Experience in Microsoft Office products.</li>
</ul>Work Authorization &amp; Sponsorship:
 
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$34,500.00 USD
<div><div><div><div><div><div><div>Maximum:
</div></div></div></div></div></div></div>$53,000.00 USD
We Value Your Impact:
Your contribution matters and it&rsquo;s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future.Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
 
 
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
 
 
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.</div>

Sales and Service Banker, Canal St, NY

Society Staffing

<div>
 
 
 Personal Assistant (Hybrid Role)
 
 
 
 
 
 
 
 Division:
 
 Private Household / Personal Support
 
 
 
 Location:
 
 New York, NY 10022
 
 
 
 
 
 
 Salary:
 
 $85,000 - $105,000
 
 
 
 Schedule:
 
 Full-time, primarily remote with regular support from the family's home office in New York City and flexibility to respond to occasional evenings, weekends, and on-site emergencies.
 
 
 
 Benefits:
 
 Comprehensive benefits package including health insurance, PTO, sick days, 401K with employer match, and discretionary bonus.
 
 
 
 
 
 
 Position Overview
 
 
 
 A UHNW family is seeking an experienced and highly organized
 
 Personal Assistant
 
 to oversee the day-to-day administrative and personal affairs of the household. This is a
 
 hybrid position
 
 , primarily working remotely while providing regular support from the family's home office in New York City and being available to assist on-site as needed for household projects, meetings, or emergencies.
 
 
 The ideal candidate is proactive, detail-oriented, calm under pressure, and able to manage multiple priorities while maintaining the highest level of discretion. This role works directly with the principals and collaborates closely with the household staff and trusted advisors to ensure the family's personal affairs run smoothly.
 
 
 
 
 
 
 Responsibilities
 
 
 <ul>
 <li>
 Manage household bills, invoices, expense tracking, and credit card reconciliation
 </li>
 <li>
 Process charitable donations, gifts, and maintain records for the family's tax advisors
 </li>
 <li>
 Coordinate property tax payments and organize tax-related documentation
 </li>
 <li>
 Prepare monthly spending summaries and assist with budgeting
 </li>
 <li>
 Coordinate home, auto, and personal property insurance policies and claims
 </li>
 <li>
 Track medical expenses, submit insurance reimbursements, and maintain healthcare records
 </li>
 <li>
 Schedule medical appointments and organize required documentation
 </li>
 <li>
 Serve as the primary liaison with household staff, property managers, and vendors
 </li>
 <li>
 Coordinate maintenance projects across multiple residences
 </li>
 <li>
 Assist with domestic staff recruiting, onboarding, payroll coordination, and HR support
 </li>
 <li>
 Oversee household purchases, deliveries, and returns
 </li>
 <li>
 Coordinate personal and family travel, including itineraries, transportation, and special requests
 </li>
 <li>
 Track passports, Global Entry, driver's licenses, and travel documents
 </li>
 <li>
 Maintain family calendars, appointments, and school schedules
 </li>
 <li>
 Research and book restaurants, entertainment, tickets, and reservations
 </li>
 <li>
 Assist with event planning, invitations, and family correspondence
 </li>
 <li>
 Order household supplies and personal items
 </li>
 <li>
 Coordinate technology support when needed
 </li>
 <li>
 Handle special projects, proofreading, and other personal requests
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Minimum 3+ years of experience as a Personal Assistant supporting a private principal or UHNW family
 </li>
 <li>
 Bachelor's degree preferred
 </li>
 <li>
 Strong proficiency with Google Workspace, Microsoft Office, iCloud, and related technology
 </li>
 <li>
 Exceptional organizational, communication, and problem-solving skills
 </li>
 <li>
 Experience coordinating multiple residences and household staff preferred
 </li>
 <li>
 High level of discretion, professionalism, and emotional intelligence
 </li>
 <li>
 Ability to manage multiple priorities independently in a fast-paced environment
 </li>
 <li>
 Must reside in the New York City metropolitan area
 </li>
 <li>
 Comfortable working in a hybrid environment with regular support from the family's NYC home office
 </li>
 <li>
 Available to provide on-site assistance for household matters, meetings, and emergencies as needed
 </li>
 <li>
 Flexible schedule with occasional evening and weekend availability
 </li>
 <li>
 Professional, punctual, and highly reliable
 </li>
 <li>
 Strong communication skills and attention to detail
 </li>
 <li>
 Valid U.S. work authorization
 </li>
 </ul>
 
 
</div>

Personal Assistant

Alvarez & Marsal

<div>Description
About Alvarez &amp; Marsal
Alvarez &amp; Marsal (A&amp;M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work&mdash;guided by A&amp;M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity&mdash;are why our people love working at A&amp;M.
The Team
Alvarez &amp; Marsal's Corporate Performance Improvement practice is looking for a FinOps leader who bridges finance, engineering, and operations to align cloud investments with maximum business value. This is both a strategic role - defining cloud financial management roadmaps - and a hands-on tactical role designing and implementing cost avoidance and cost reduction measures. 
Experience Should Include<ul><li>
Cloud cost modeling, optimization, and benchmarking (government and/or commercial comparables) including AI workloads.</li><li>
FinOps framework implementation - governance, tagging taxonomy, chargeback/show-back models, KPI frameworks</li><li>
FinOps Open Cost and Usage Specification (FOCUS)</li><li>
Workload rightsizing, auto-scaling, and commitment-based discount strategy (reserved instances, savings plans, committed-use agreements)</li><li>
Orphaned/unused resource identification and remediation - VM rightsizing, guardrails, tagging automation</li><li>
Native cloud cost management tools (AWS Cost Explorer, Azure Cost Management, GCP Billing) and third-party FinOps platforms (Apptio, Flexera, Cloud Health)</li><li>
Enterprise software licensing consolidation and optimization</li><li>
AI-assisted cost anomaly detection, forecasting, and optimization recommendation engines - must demonstrate active use of AI tools in delivery; AI fluency is required for this role</li></ul>
How you will contribute<ul><li>
Develop and execute comprehensive FinOps strategies aligned with business and mission goals, detailing frameworks, processes, and governance</li><li>
Create and maintain FinOps roadmaps embedding cost-conscious practices into engineering and architecture lifecycles</li><li>
Design KPI frameworks with clear targets and accountability mechanisms to monitor FinOps delivery</li><li>
Establish governance frameworks for tagging, budgeting, and resource accountability - including guardrails to prevent unnecessary resource allocation</li><li>
Drive automation and transparency in cost reporting, anomaly detection, and forecasting - providing real-time visibility into cloud spend across mission partners</li><li>
Build ROI models and cost reduction business cases that quantify optimization impact for executive audiences</li><li>
Integrate findings into A&amp;M's broader engagement scope and deliverables</li><li>
Support practice development through internal training, content creation, and people development</li></ul>
Qualifications
<ul><li>8-12+ years of professional experience in cloud cost management and FinOps practice development</li><li>
FinOps Practitioner or FinOps Engineer certification strongly preferred</li><li>
Demonstrated 15&ndash;30% cloud cost savings delivery on prior engagements</li><li>
Strong data analytics and visualization skills - experience with SQL, PowerBI, or equivalent</li><li>
Federal FinOps experience helpful but not required - demonstrated cost optimization at scale in any large enterprise is the primary qualifier</li><li>
Bachelor's degree required; Finance, Computer Science, or MIS preferred</li><li>
Comfortable with travel up to 80%</li><li>
Full-time, contract, and project-based engagements available</li></ul> 
What Distinguishes a Great Candidate
Has built FinOps practices from scratch in large enterprises - not just reported on costs. Can do rate negotiation strategy. Understands both the financial and engineering levers of cloud cost optimization. Brings AI-powered cost analytics and forecasting as standard practice, not as an add-on.
Your journey at A&amp;M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person&rsquo;s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&amp;M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez &amp; Marsal Holdings&rsquo; fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&amp;D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez &amp; Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&amp;M&rsquo;s benefits programs.
The salary range for Manager is $135,000 - $160,000 annually and Director is $150,000 - $210,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&amp;M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-EW1</div>

FinOps & Cloud Cost Optimization Lead, Digital & Technology Services

Beau Security & Investigations Inc.

<div>Beau Dietl &amp; Associates is hiring an experienced Insurance Surveillance Investigator for field-based, person-to-person surveillance on active insurance claims (workers' comp, disability, liability).

This is not a CCTV, camera-monitoring, or static guard post, applicants without direct field surveillance experience will not be considered.

Required Qualifications (must have ALL):
<ul><li>Minimum 1 year of insurance surveillance investigation experience &mdash; conducting live, in-person, mobile surveillance of claimants/subjects</li></ul>
<ul><li>Demonstrated ability to write clear, court-ready Sub Rosa reports</li></ul>
<ul><li>Experience covertly following and observing subjects in vehicles and on foot without detection</li></ul>
<ul><li>Own reliable vehicle for surveillance use</li></ul>
<ul><li>Own surveillance camera equipment (video/photo)</li></ul>
<ul><li>Valid driver's license, clean driving record</li></ul>

The Job:
<ul><li>Surveil claimants suspected of insurance fraud</li></ul>
<ul><li>Document activity via covert video/photo evidence</li></ul>
<ul><li>Submit detailed Sub Rosa reports to claims/legal teams</li></ul>
<ul><li>Work independently, often early mornings or irregular hours, tailing subjects to and from locations</li></ul>

Only Apply If You:
<ul><li>Have prior insurance-specific surveillance investigation experience</li></ul>
<ul><li>Have written Sub Rosa reports for claims or legal review</li></ul>
<ul><li>Have experience conducting live, in-person surveillance (not static camera monitoring)</li></ul>
<ul><li>Own your own vehicle and surveillance equipment</li></ul>

Apply only if you meet every requirement above.<ul><li>
Must have at least 1-2 years of experience specifically in insurance surveillance investigations. (workers' comp, disability, or liability claims)</li><li>
Must have experience conducting live, in-person, mobile surveillance of claimants/subjects (as opposed to reviewing or monitoring fixed CCTV/camera footage)</li><li>
Must have personal experience writing Sub Rosa reports for insurance claims or legal proceedings</li><li>
Must own reliable personal vehicle that you can use for surveillance work</li><li>
Must own your own surveillance camera/video equipment</li><li>
Must have a valid driver's license and clean driving record</li><li>
Must be available to work irregular hours, including early mornings, evenings, weekends, based on subject activity</li></ul></div>

Insurance Surveillance Investigator

GAIN

<div>Who Are We?
Gain is the Private Markets Super App, a connected global platform transforming how leading investors, advisors, and corporates source, evaluate, and execute deals. By combining investment-grade intelligence, AI-powered workflows, and proprietary data in one unified platform, Gain enables top deal teams to move faster, reduce risk, and build conviction with confidence.
Gain is trusted across more than $1 trillion of private capital, used by 100% of MBB and Big Four firms, and by 80% of the world&rsquo;s top 20 M&amp;A advisory houses.
Recognized for fast innovation and impact, Gain has been named both US and EU Data Provider of the Year by PE Wire, awarded Global Financial Market Review&rsquo;s Best Use of AI in Finance, and ranked in Sifted&rsquo;s Top 100 Fastest-Growing Companies, the Forbes 1000, and the Deloitte Technology Fast 50. Gain operates globally with offices in New York, London, Amsterdam, Frankfurt, Warsaw, and Bangalore. 
What will you do?
We are expanding our Intelligence Origination team into Credit. This team is responsible for sourcing proprietary, transaction-level credit intelligence across live and announced private equity-related transactions. Unlike traditional newsrooms, our model is data-first, capturing structured intelligence rather than producing news stories.
You will play a pivotal role in expanding our real-time credit intelligence coverage. The focus is on the completeness, accuracy and speed of data capture - not editorial output. Your mission is to cultivate a trusted network of off-record sources, including lenders, investment bankers, private equity sponsors, advisors, consultants and lawyers, to uncover proprietary market intelligence.
The insights you gather will be transformed into clean, machine-readable data that powers our platform and forms the backbone of our clients' origination and transaction analysis workflows.
You'll speak with market participants on a background-only basis, surfacing intelligence that rarely enters the public domain. Working closely with our analysts and research teams, you'll help convert raw market insight into structured, scalable data that fuels client workflows and supports better investment decisions.
Key Responsibilities:
In your role, you will:<ul><li>
Build and maintain a network of sources - including lenders, investment bankers, sponsors, advisors and lawyers</li><li>
Conduct daily off-record, high-trust conversations to surface non-public credit intelligence</li><li>
Ensure high-quality sourcing of proprietary datapoints that feed directly into the Gain platform</li><li>
Collaborate closely with our in-house analysts and research teams to ensure data completeness, consistency and structured format</li><li>
Support the expansion of our real-time transaction tracker and contribute to internal market intelligence sharing</li></ul>
Who are you?
You have:<ul><li>
4+ years of relevant experience in private credit, leveraged finance, restructuring, M&amp;A, private equity, or a related field, with prior people management experience being an advantage</li><li>
Experience sourcing market intelligence - in journalism, research, origination, investor relations or a related field</li><li>
A background in covering deals in private credit, distressed debt/restructuring, high-yield bond and leveraged loan offerings is preferred but not necessarily essential</li><li>
Skilled at cultivating senior-level sources and handling off-record, background-only conversations</li><li>
Excellent communication and relationship-building skills, both in-person and remotely</li><li>
High attention to detail and ability to work quickly without sacrificing accuracy</li><li>
Comfortable operating independently as part of a fast-moving, entrepreneurial team</li></ul>
What do we offer?
<ul><li>Base salary: $140,000-160,000 (depending on experience and qualifications) and an annual performance-based bonus</li><li>
Health, dental, and vision insurance</li><li>
401(k) plan with pension contribution</li><li>
Hybrid work model - 3 days per week in our Manhattan office</li><li>
20 days paid time off and public holidays</li><li>
Annual learning &amp; development budget</li><li>
International offsites and local team events</li><li>
A high-performance, inclusive culture with global collaboration and real ownership</li></ul>
Does this sound like a perfect match?
We are proud of our wonderful product and believe it has lots of potential. We are growing fast and having fun while building our platform and company. Does this sound like a team you would like to become a part of? We are excited to get to know you and show you what we do!
Gain.AI B.V., with its registered seat in Apollolaan 151, 1077 AR Amsterdam, The Netherlands, or another Gain.AI or Gain.pro entity which runs the recruitment process, further called &bdquo;Gain&quot;, is the controller of personal data you submit as part of the job application. Your personal data will be processed for the purpose of conducting a recruitment process for the job position you apply for. If you provide Gain with explicit consent, your personal data will also be processed for the purpose of conducting future recruitment processes. Please read the Gain Privacy Policy to acquaint yourself with how Gain processes your personal data: https://www.gain.ai/privacy-and-cookie-statement.
Gain is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, veteran status, or any other legally protected characteristics.</div>

Intelligence Origination – Senior Credit Reporter

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