account manager, partner success specialist, financial services and investors

administrative assistant - investment banking and capital markets

analyst, investment banking, equity-linked capital markets

account manager, partner success specialist, financial services and investors Jobs in New York

administrative assistant - investment banking and capital markets Jobs in New York

administrative assistant, new york Jobs in New York

administrative assistant, new york

analyst, investment banking, equity-linked capital markets Jobs in New York

associate, social media lead - new york Jobs in New York

associate, social media lead - new york

private client banker broadway 73rd new york ny

JPMorganChase

<div>JOB DESCRIPTION 
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase&rsquo;s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities<ul>
<li>Shares the value of Chase Private Client with clients that may be eligible</li>
<li>Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs</li>
<li>Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs</li>
<li>Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week</li>
<li>Adheres to policies, procedures, and regulatory banking requirements</li></ul>
Required qualifications, capabilities, and skills<ul>
<li>Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships</li>
<li>1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation</li>
<li>Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role</li>
<li>Compliance with Dodd Frank/Truth in Lending Act*</li>
<li>High school degree, GED, or foreign equivalent</li>
<li>Adherence to policies, procedures, and regulatory banking requirements</li>
<li>Ability to work branch hours, including weekends and some evenings
</li></ul>Preferred qualifications, capabilities, and skills<ul>
<li>Excellent communication skills</li>
<li>College degree or military equivalent</li>
<li>Experience cultivating relationships with affluent clients</li>
<li>Strong team orientation with a commitment of long-term career with the firm</li></ul>
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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
ABOUT US 
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.
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&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.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<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> 
 
</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>

Private Client Banker - Broadway & 73rd - New York, NY

Brillio LLC

<div><h1 class="jobSectionHeader">Senior Manager, Strategy &amp; Consulting - R01561612</h1>
<div>About Brillio: 
</div><div></div> 
<div>Brillio is one of the fastest growing digital technology service providers and a partner of choice for many Fortune 1000 companies seeking to turn disruption into a competitive advantage through innovative digital adoption. Brillio, renowned for its world-class professionals, referred to as &quot;Brillians&quot;, distinguishes itself through their capacity to seamlessly integrate cutting-edge digital and design thinking skills with an unwavering dedication to client satisfaction.
</div><div>Brillio takes pride in its status as an employer of choice, consistently attracting the most exceptional and talented individuals due to its unwavering emphasis on contemporary, groundbreaking technologies, and exclusive digital projects. Brillio's relentless commitment to providing an exceptional experience to its Brillians and nurturing their full potential consistently garners them the Great Place to Work&reg; certification year after year.</div><div></div><div> 
Senior Manager, Strategy &amp; Consulting</div><h6 class="jobSectionHeader">
Primary Skills</h6><ul><li>
Data Analysis, SQL, Python, Exploratory Data Analysis, Data Storytelling &amp; Insight Generation, Excel VBA, Insight Generation, Communication &amp; Articulation: Vocal &amp; Written
</li></ul><h6 class="jobSectionHeader">Specialization</h6><ul><li>
BI Foundation: Manager, Strategy &amp; Consulting
</li></ul><h6 class="jobSectionHeader">Job requirements</h6><ul><li>
Brillio LLC is seeking a qualified Senior Manager Strategy &amp; Consulting</li><li>
</li><li>
Job Duties and Requirements:</li><li>
</li><li>
Utilize the power of solutions that can be driven through Sales &amp; operations suite to bring optimization and efficiency in client Sales process. Integration of the Knowledge Management Modules and Asset knowledge across the enterprise. Integrate the tool with client enterprise data warehouse to pull the required data into the tool. . Conduct post integration tests and support for the tool. Work on Web analytics tools like Google Analytics, Adobe Analytics, Adobe Target, R, Python, SQL Server (or client specific RDBMS), visualization tools like Power BI, QlikView, Tableau, developing customized analytics solutions and testing for Sales &amp; operations suite. Customize the optimization codes, Installation and Configuration of Supply Chain Optimization suite. Create advanced analytics self - serve tools and solutions. Integration of Events, Knowledge Base and Failure Mode Effect Analysis (FMEA) to Supply Chain Optimization suite. Putting up documentation and training manuals. Review the code of team members and guide them. Proactively initiate Process Improvements by delegating tasks to his teams, keeping in mind, Inputs from Audit Process, Best practices across industry and ITIL guidelines. Active participation and contribution in all client project reviews as well as internal service reviews; focus on the overall service quality and timely execution of the project being handled. Advises customers in project execution using globally distributed teams. Participates in thought leadership activities such as conducting speaker sessions at large conferences. Supports creation of CSI specific products and solutions. Provides input to the solution development team. Must have a Master&rsquo;s degree (or foreign equivalent) in Business Administration, Computer Science, Engineering (any) or related field plus two (2) years of IT experience. Two (2) years of IT experience must include experience in Google Analytics and Python. In the alternative, we will accept a Bachelor&rsquo;s degree (or foreign equiv.) in Business Administration, Computer Science, Engineering (any) or related field, plus five (5) years of progressive experience. Two (2) years of the five (5) years of progressive experience must include experience with Google Analytics and Python. We will accept any suitable combination of education, training, or experience. All experience may be acquired concurrently. Travel required 10-15% of the time to various unanticipated client locations. Standard Corporate Benefits.</li><li>
</li><li>
Job Location: New York, NY</li></ul><div>
</div><ul><li>
How to apply:</li></ul> 
<div></div><ul><li>
Send resumes to Brillio, 1450 Broadway, 30th Floor New York, NY 10018</li></ul><div>
</div><div>
Know what it&rsquo;s like to work and grow at Brillio: Click here</div> 

Salary: 150,000-155,000 USD per year salary</div>

Senior Manager, Strategy & Consulting – R01561612

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Analyst/Associate &ndash; Equity Capital Markets, Origination &ndash; New York, NY
Overview:<ul><li>
Bank of America is an industry leader in Equity Capital Markets (&ldquo;ECM&rdquo;)</li><li>
Analyst or Associate in ECM Origination will support and partner with senior members to help deliver solutions and best execution that bring to bear the full breadth of Bank of America&rsquo;s capital markets capabilities</li><li>
Position will be based in New York, NY</li></ul>
Responsibilities:<ul><li>
Preparing presentation and marketing materials</li><li>
Execution of both transaction and origination/marketing projects</li><li>
Producing comprehensive analysis pertaining to clients, transactions and market events</li><li>
Follow market and sector trends closely to ensure client materials reflect current backdrop</li><li>
Partner with colleagues in investment banking industry groups to model and refine the solutions considered and presented to clients</li><li>
Work closely with internal constituents, lawyers and representatives from other investment banks in the context of deal execution</li><li>
Managing several projects at once and working effectively as an individual and as part of a team</li><li>
Anticipate senior banker needs ahead of planned client meetings, and prepare materials accordingly</li><li>
Think critically/strategically about sectors, including expected developments and implications for each client in the context of the equity market</li><li>
Participating in the recruitment, development and training of junior resources (summer analysts, incoming classes)</li></ul>
Qualifications:<ul><li>
Prior or current investment banking or capital markets relevant experience (1-3 years for Analyst &amp; 3-5 years for Associate)</li><li>
Strong interest in global capital markets</li><li>
A track record of superior performance in professional and extracurricular activities</li><li>
Strong quantitative/analytical skills, attention to detail and client focus</li><li>
Distinguished written and oral communications skills for basic client communication</li><li>
Teamwork skills integral to working with broader ECM team</li><li>
Assertiveness, initiative, leadership, strong work ethic and team focus</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Analyst/Associate, ECM Origination

Forvis Mazars

<div><div><div><div>Requisition Number2236482</div></div></div><div><div><div><div>
Description &amp; Requirements
 
 
The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring-ensuring clients are well-informed and positioned for successful outcomes.
 
 
What You Will Do: 
 
<ul><li>Perform buy-side and sell-side financial due diligence for private equity groups and corporate clients</li>
<li>Analyze financial and operational results of target companies and prepare quality of earnings reports</li>
<li>Evaluate financial information, identifying diligence issues/opportunities, and recommending post-acquisition actions</li>
<li>Research and analyze industry standards, trends, and target companies</li>
<li>Work closely with client executives, investment bankers, private equity investors, attorneys, or other stakeholders</li>
</ul>
 
Minimum Qualifications: 
 
<ul><li>Bachelor's Degree in Accountancy, Finance, or a related field</li>
<li>Minimum of two (2) years of relevant work experience in audit or transaction services from a large public accounting or consulting firm</li>
</ul>
 
Preferred Qualifications: 
 
<ul><li>Three (3) years of relevant work experience in audit or transaction services from a large public accounting or consulting firm</li>
<li>Current and valid CPA (Certified Public Accountant) license
</li><li>Masters Degree in Accountancy</li>
</ul>
 
#LI-NYC
 
 
#LI-JT1
 
 
New York City Pay Transparency
 
 
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
 
 
New York Salary Range:
 
 
NY Minimum Salary (USD)
 
 
$ 99,900
 
 
NY Maximum Salary (USD)
 
 
$ 166,500</div></div></div></div><div><div><div><div>
With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.
We nurture a deep understanding of our clients&rsquo; industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm&rsquo;s 7,000 dedicated team members provide an Unmatched Client Experience&reg; through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. 
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. 
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.</div></div></div></div></div>

Senior Associate, Transaction Advisory

Pocketbook Agency

<div>
 
 We are seeking a high-level Executive Personal Assistant to assist our client a busy private individual and her family in New York. This role will work in Manhattan and at the family's second home in the Hamptons, NY. Ideal candidates will have 4+ years of experience supporting an executive or individual in a similar capacity. This role will heavily focus on calendar management, overseeing the household staffs, working with vendors, and heavy travel coordination. This is a great opportunity to work for a lovely individual and their family.
 
 
 
 
 
 Responsibilities:
 
 <ul>
 <li>
 Individual and family scheduling and coordination
 </li>
 <li>
 Heavy personal and family travel coordination as well as itinerary creation
 </li>
 <li>
 Overseeing staff members including scheduling, troubleshooting issues as they arise, handling pto requests, and maintaining standards
 </li>
 <li>
 Keeping track of budgeting
 </li>
 <li>
 Managing renovation projects on multiple homes
 </li>
 <li>
 Running errands and gifting
 </li>
 <li>
 Handling logistics and operations as needed
 </li>
 <li>
 Booking car services
 </li>
 <li>
 Dinner reservation booking and appointment scheduling
 </li>
 <li>
 Other ad hoc projects as needed
 </li>
 </ul>
 
 
 
 
 Requirements:
 
 <ul>
 <li>
 Must be able to provide excellent references and pass an in-depth background check
 </li>
 <li>
 Must be able to work from Manhattan and the Hamptons
 </li>
 <li>
 Must be highly proactive, a self-starter, and detail-oriented
 </li>
 <li>
 Must have prior experience in entertainment or working with a celebrity in a similar capacity
 </li>
 <li>
 Must have knowledge of popular restaurants in NYC and the Hamptons
 </li>
 <li>
 Must be tech-savvy
 </li>
 </ul>
 
 
 
 
 Location:
 
 
 New York or New Jersey. Hybrid with some flexibility. Travel to the Hamptons as needed.
 
 
 
 
 
 Compensation:
 
 
 Up to $150k DOE, benefits, bonus opportunity.
 
 
 
</div>

Executive/Personal Assistant to Private Family

Adecco

<div>
 
 
 Senior Administrative Assistant
 
 
 
 
 Location: New York, NY (4 days onsite, 1 day remote)
 
 
 
 
 Salary: $90,000 + benefits
 
 
 
 
 Full-Time
 
 
 
 
 
 
 My client, a highly regarded investment and infrastructure-focused organization, is seeking a Senior Administrative Assistant to support multiple teams within their New York office. This is a high-visibility role supporting senior leaders across three distinct teams, including one larger group comprised of several combined business units.
 
 
 
 
 
 This position will support anywhere from 6&ndash;8 individuals and, at times, up to 15 principals with varying levels of need. While the number of stakeholders may shift, the overall workload remains consistent and requires strong organization, prioritization, and the ability to seamlessly manage competing demands. The environment is fast-paced and professional, with a collaborative culture that values discretion and attention to detail.
 
 
 
 
 
 The Senior Administrative Assistant will manage complex calendars across multiple time zones, coordinate domestic and international travel, prepare and reconcile expense reports, and serve as a key point of coordination across teams. This role requires someone who can anticipate needs, adjust quickly to shifting priorities, and provide reliable support to senior-level professionals.
 
 
 
 
 
 The ideal candidate is proactive, highly organized, and comfortable supporting a high volume of principals with differing work styles and expectations. Strong judgment, communication skills, and the ability to operate independently are essential. Experience supporting senior leadership within finance, private equity, infrastructure, energy, or investment environments is strongly preferred.
 
 
 This is a full-time opportunity based in NYC with a hybrid schedule of four days in the office and one day remote. The base salary is $90,000, along with a competitive benefits package.
 
 
 
</div>

Senior Administrative Assistant

Carnegie West Psychology

Soho Psychology is a thriving group practice providing exceptional psychotherapy both in person and online.Our beautiful office is located on Broadway, in the heart of Downtown Manhattan - just steps from the World Trade Center and a short walk from City Hall - placing our team at the center of one of New York City&rsquo;s most vibrant and historic neighborhoods.Our clients are high functioning, clinically and culturally diverse, and deeply rewarding to work with. As a practice, we are relational and psychodynamically grounded and thoughtfully integrate a range of evidence-based approaches.We believe that therapists do their best work when they are supported, energized by their colleagues, and proud of the professional community they are part of. For that reason, we place great care into cultivating a warm, collegial environment where clinicians can grow, collaborate, and genuinely enjoy the work they do together.Supervisors play a particularly important role in our practice. We take great pride in the quality of supervision we provide and in the clinicians who guide and mentor the next generation of therapists. Our supervising psychologists are thoughtful, engaged, and enthusiastic teachers who enjoy helping developing clinicians refine their clinical thinking and grow into confident, skilled practitioners.We are thoughtful about every addition to our team. Beyond strong clinical ability, we look for psychologists who bring curiosity, warmth, professionalism, and a collaborative spirit to their work. We have built a remarkable group of clinicians who deliver exceptional care to their clients while also contributing to a vibrant and supportive professional community.Our group is currently seeking Supervising Psychologists for in-person, hybrid, or fully remote roles.Commitment: Full-time or part-timeLocation: Downtown Manhattan and/ or remoteCompensation: Estimated $155,000 - $220,000 annual for full-timeBenefits: Full benefits packages available, including medical, dental, and vision, 401k,Responsibilities:<ul><li>Provide 12 &ndash;28 weekly individual psychotherapy sessions, depending on your preferred schedule.</li><li>Provide weekly individual supervision to 3 &ndash; 5 clinicians.</li><li>Participate in group supervision and case conference discussions.</li><li>Maintain timely and thorough clinical documentation in accordance with practice standards.</li><li>Optional opportunities to lead didactic seminars or teaching sessions for clinicians interested in further training.</li></ul>Requirements:<ul><li>NYS Psychology License</li><li>PhD or PsyD from APA accredited Clinical or Counseling Psychology Doctoral Program</li><li>Completion of APA accredited Clinical or Counseling Psychology Internship</li><li>Strong background in Relational, Attachment-Based, and/ or Psychodynamic Psychotherapy</li><li>Knowledge of other modalities</li><li>Strong adherence to HIPAA regulations.</li><li>Excellent written and verbal communication skills.</li><li>Enthusiasm for supervising and teaching through supervision</li><li>Experience in supervising or strong interest in learning to supervise with guidance.</li><li>Excellent organizational skills, self-motivation, and a proactive attitude.</li></ul>To Apply:Please email a brief cover letter with your C.V. to careers@sohopsychology.com. Visit us at sohopsychology.com.Job Types: Full-time, Part-timePay: $155,000.00 - $225,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Professional development assistance</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in New York, NY 10007

Supervising Psychologist at Private Practice (Psychodynamic/ Relational)

Explore 1163+ Private client banker broadway 73rd new york ny in New York this March. Find roles across top companies and apply now to boost your career.