Defaulthttps://xerox.jobs2026-06-12 22:58:29New YorkPublicis GroupeUnited StatesUSA2026-06-12 22:58:29**Company description** Spark Foundry was built during the most transformative time in the history of advertising and marketing. We deliver everything a traditional media agency has to offer and have grown into one of the world’s most successful agencies by helping brands evolve their marketing by leveraging identity, commerce, artificial intelligence, and more to connect with people. Transformation is part of our DNA. Spark Foundry’s start-up spirit delivers high-touch approaches and a never-ending desire to challenge the status quo. Combined with Publicis Media’s powerhouse soul leveraging connected data assets, advanced AI applications, and investment clout, we “Bring HEAT to Brands.” No other agency possesses the expertise that we do to address today’s most pressing challenges to drive business transformation through media. **Overview** The Manager, Paid Social is the day-to-day steward of paid social media for assigned brands and is responsible for leading campaign development, activation, and innovation. The Manager is expected to apply social mastery to deliver against the client(s) goals. They will work closely with their Associate Director in the development and communication of all strategy while owning tactical execution. In addition, the Manager is responsible for day-to-day management of the Social Analyst(s), including both project management to ensure timely delivery of tasks and career development. **Responsibilities** + Contribute to account strategy including annual budget development, KPIs, partner selection, new tactics, and tracking industry developments + Gather the research and data needed to formulate tactical plan development and recommendation for client delivery + Lead client relationship with day to day contact and partner agencies (where applicable) by ensuring a seamless communication process + Provide direction to Analyst(s) to conduct research necessary to build a new campaign + QA and oversee trafficking of approved plan into social platforms + Maintain oversight of budget and billing activity (pacing, Prisma management, draft billing, accuracy of budgets vs. strategy flowcharts) + Oversee Analyst(s) management of campaign budgets, pacing, and bid adjustments + Develop and recommend optimizations and/or testing plans + Pull data and research components needed for new business pitches + Contribute to development of agency level POVs on industry happenings + Primary party responsible for customization of agency POVs for individual clients **Qualifications** + 3+ years of paid social media experience, ideally in an agency environment + Mastery of social platforms + Demonstrated expertise in core MS Excel functions (vlookup, pivot tables, data visualization) + Excellent written, verbal, and interpersonal communication skills + Presentation skills are a must + Demonstrated critical thinking and problem solving skills + Excellent project management and organization skills + Ability to work successfully with teams on multiple projects under tight deadlines + Proven leadership ability + Demonstrates initiative/”hunger” + Collaborative approach/attitude + Certifications in social platforms (Twitter Flight School (X), Facebook Blueprint) highly preferred + Experience in social SAS preferred - i.e. 4C **Additional information** Our Publicis Groupe motto “Viva La Différence” means we’re better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent. Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off. If you require accommodation or assistance with the application or onboarding process specifically, please contact USMSTACompliance@publicis.com. Compensation Range: $75,050 - $120,159 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 07/24/2026. All your information will be kept confidential according to EEO guidelines. \#LI-KM8 Compensation Range: USD $75,050.00 - USD $120,159.00/Annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 7/17/2026.New York, NY151683New YorkNYNoneE664F18BC1074A5FB4042B763FEE9067https://xerox.jobs/E664F18BC1074A5FB4042B763FEE906723BOHEMIARetail Mechanical ServicesUnited StatesUSA2026-06-12 07:14:16Job description:Job Summary:Interested in growth and a great team? Retail Mechanical Services is hiring a Client Manager to lead a team of 1-2 Coordinators/Sr. Coordinators, ensuring precise work order execution and exceeding client expectations. Responsibilities include daily operations oversight and proactive and reactive client communication. The ideal candidate has 2-3 years of experience, proficiency in Microsoft Office, and strong organizational and communication skills. If you're a detail-oriented professional seeking a challenging role in a great environment, we would love for you to apply!***Must have background in HVAC Customer Service***Supervisory Responsibilities: * Train, guide, and coach direct report(s) on work order procedures and client expectations. * Provide regular feedback and performance evaluations. * Assign workloads as needed. * Addresses escalated situations as needed. * Conduct one-on-one meetings as needed. * Monitor and oversee performance of direct report(s).Duties/Responsibilities: * Empower your client coordinators through proactive calls, insightful training, and motivating coaching. * Become the ultimate problem-solver for clients, coordinators, vendors, and accounting. * Master the art of multi-channel communication, answering calls promptly, updating clients, and managing emails with a 24-hour response commitment. * Orchestrate a seamless workflow by assigning work orders strategically and managing follow-up queues like a pro. * Build strong vendor relationships to secure crucial updates, quotes, and assets. * Keep clients informed and engaged with regular work order updates. * Negotiate confidently and manage finances wisely, ensuring project profitability and resolving billing discrepancies. * Streamline client communication by managing distribution emails, obtaining approvals, and processing quotes efficiently. * Ensure weekend calls are handled smoothly and work orders are distributed seamlessly. * Foster a collaborative spirit by communicating effectively with all staff and leading productive meetings. * Share on-call responsibilities to demonstrate dedication to client service and teamwork.Required Skills/Abilities: * Proficient in Microsoft Office Suite. * Adaptable to new software and systems. * Accurate data entry with strong attention to detail. * Excellent time management and organizational skills. * Ability to prioritize tasks and meet deadlines. * Comfortable with multitasking and independent work. * Effective communication skills (written and verbal). * Previous accounting or administrative experience (preferred).Education and Experience: * Minimum of 2-3 years experience in a similar role. * Experience with work order management, and client relationship management a plus.Physical Demands: * Continual periods of sitting at a desk and computer. * Frequent reaching for files and documents, bending to file papers, and twisting to answer phone calls. * Extensive use of hands and fingers for typing, writing, and using a computer mouse. * Occasionally lifting and carrying moderate weight (up to 25 pounds) of files, binders, and office equipment. * Extensive use of close vision, distance vision, and the ability to adjust focus.Work Environment: * Primarily working in an office environment with standard lighting and temperature control. * Some background noise from colleagues, phones, and printers, but generally quiet working conditions. * Prolonged use of a computer and other electronic devices.Benefits: * Exceptional Work Culture: Be part of a team that values innovation, collaboration, and a positive environment where your ideas matter * Work-Life Harmony: We understand the importance of balance. Enjoy flexible schedules that let you thrive both at work and in your personal life * Comprehensive Medical Coverage: Your health is our priority. Benefit from top-tier medicBohemia, NYNY1654755New YorkNYNone63FFA071A3394707959833107F7D70C2https://xerox.jobs/63FFA071A3394707959833107F7D70C223NEW YORKCreative CircleUnited StatesUSA2026-06-12 07:14:16Our beauty client is looking for a Brand Manager to join their team. This is a hybrid role- 3 days in the NYC office and 2 days WFH. This role supports internal communications and transformation initiatives within a large, matrixed organization. The Brand Manager will focus on developing clear, engaging content and ensuring consistent messaging across channels. This position requires strong writing, visual storytelling, and project management skills, along with the ability to translate complex information into accessible communications for broad internal audiences.The BasicsDuration: 8 month assignment Hours: 40 hour weeksLocation: Hybrid, 3 days onsite and 2 days remote in New York CityTop Required Qualifications * Exceptional writing and communication skills with the ability to simplify complex concepts and create compelling content * Advanced PowerPoint skills with a strong eye for design and visual storytelling * Proven project management experience with strong organizational skills and attention to detailOther Qualifications7+ years of experience in internal communications, corporate communications, content marketing, or a related fieldExperience working in large, matrixed, or global corporate environmentsProficiency with Microsoft Office Suite including PowerPoint, Word, Excel, Outlook, and TeamsFamiliarity with SharePoint and internal communication toolsExperience with newsletter or campaign platforms is a plusWorking knowledge of creative tools such as Adobe Creative Suite, Photoshop, InDesign, or Canva is a plusStrong interpersonal and collaboration skillsData-driven mindset with the ability to incorporate insights into communicationsAdaptable, proactive, and able to manage shifting priorities in a fast-paced environmentKey Responsibilities * Lead execution of internal communications including newsletters, intranet content, updates, FAQs, and video scripts * Collaborate cross-functionally to ensure alignment and consistency across messaging * Support transformation initiatives through development and execution of communications strategies and playbooks * Create high-impact presentations, briefing materials, and executive talking points * Manage editorial calendar and project timelines to ensure timely delivery of content * Translate complex information into clear, engaging messaging for internal audiences * Coordinate and execute internal events including town halls, meetings, and workshops * Maintain and update internal communication platforms to ensure content is current and accessible * Partner with project teams to support communication strategies and consistent messaging activation * Manage multiple priorities and drive workstreams forward with increasing autonomyIn this position, you may have access to client or customer systems, confidential and/or proprietary information or data. This position is onsite and requires you to work closely with other individuals in a collaborative team environment.BenefitsCreative Circle's Freelance Employee benefits package includes eligibility for Minimum Essential Coverage (MEC) medical plan, dental/vision/term life package, discount prescription program, critical illness, accident, tele-behavioral health, and 401(k) plan. Sick leave is provided to Candidates whose assignment work location is in a state or city subject to sick leave laws. A Minimum Value (MV) PPO medical plan, Employee Stock Purchase Plan, and paid holiday eligibility are based on length and dates of service. Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also: Email your resume in Word to: ashley.sella@jobalert.creativecircle.com**Please do NOT change the email subject line in any way. You must keep the JobID: : AS30-1987848 -- in the email subject line for your application to be considered.*** Ashley SellNew York, NYNY1652680New YorkNYNone47675A08F23245558802CCD8EB776885https://xerox.jobs/47675A08F23245558802CCD8EB77688523NEW YORKDow Jones & Co.United StatesUSA2026-06-12 07:13:51Dow Jones & Co. Since 1882, Dow Jones has been finding new ways to bring information to the world's top business entities. Beginning as a niche news agency in an obscure Wall Street basement, Dow Jones has grown to be a worldwide news and information powerhouse, with prestigious brands including The Wall Street Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch and Financial News. This longevity and success is due to a relentless pursuit of accuracy, depth and innovation, enhanced by the wisdom of past experience and a solid grasp on the future ahead. More than its individual brands, Dow Jones is a modern gateway to intelligence, with innovative technology, advanced data feeds, integrated solutions, expert research, award-winning journalism and customizable apps and delivery systems to bring the information that matters most to customers, when and where they need it, every day. If you are a current employee at Dow Jones, do not apply here. Please go to the Career section on your Workday homepage and view "Find Jobs - Dow Jones." Thank you. Dow Jones, Making Careers Newsworthy All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status. EEO/AA/M/F/Disabled/Vets. Dow Jones is committed to providing reasonable accommodation for qualified individuals with disabilities, in our job application and/or interview process. If you need assistance or accommodation in completing your application, due to a disability, email us at talentresourceteam@dowjones.com. Please put Reasonable Accommodation in the subject line. New York City Full timeJob_Req_53449 Job Description: * Job Description * * About the Team: * * Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and live events. Dow Jones has produced unrivaled quality content for more than 130 years and today has one of the world's largest news-gathering operations globally. It is home to leading publications and products including the flagship Wall Street Journal, America's largest newspaper by paid circulation; Barron's, MarketWatch, Mansion Global, Financial News, Investor's Business Daily, Factiva, Dow Jones Risk & Compliance, Dow Jones Newswires, OPIS and Chemical Market Analytics. Dow Jones is a division of News Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV). * * About the Role: * * Our client Success Group is a team of post-sales experts who work with Wall Street Journal Barron's Group advertising and events clients to ensure smooth and successful execution of our multifaceted programs. The Client Success team is the engine that drives WSJ BG's work with momentum and efficiency. Sitting at the nexus between clients, sales and execution, the team will be experts at synthesizing client and internal intelligence to successfully deliver high performing programs. * * You Will: * Serve as the single point of contact for clients through the build and launch phases of large, multifaceted advertising programs, proactively managing complex scenarios and knowing when to escalate challenges to management * Work directly with the leadership to develop skillset and capability, aiming to support campaigns and programs of increasing complexity throughout tenure with the end goal of independently supporting complex clients and programs. * Continue to build and maintain strong, long-lasting client relationships in the post-sale phase of assigned projects, positively representing both the sales lead and organization through every client touchpoint * Launch all contracted deliverables across WSJ BG's robust product suite including custom content, live journalism, research, custom ad units, social, newsletters, podcasts, editorial sponsNew York, NYNY1652869New YorkNYNoneC2CA74B3B3BF4D70937FCD7BE9ED654Ahttps://xerox.jobs/C2CA74B3B3BF4D70937FCD7BE9ED654A23AlbanySedgwickUnited StatesUSA2026-06-12 04:30:32By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Client Service Manager | Casualty Claims Experience Required (Auto, GL or WC) | Multi-Client Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands? + Apply your Casualty Claims & Client Relations experience + Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service.  + Leverage Sedgwick’s broad, global network of experts to both learn from and to share your insights.  + Take advantage of a variety of professional development opportunities that help you perform your best work and grow your career.  + Enjoy flexibility and autonomy in your daily work, your location, and your career path.  + Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs.  **ARE YOU AN IDEAL CANDIDATE?** We are looking for driven individuals that embody our caring counts model and core values that include empathy, accountability, collaboration, growth, and inclusion. **PRIMARY PURPOSE OF THE ROLE** To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention. **ESSENTIAL RESPONSIBLITIES MAY INCLUDE** + Performs client renewal and Client Service Instruction preparation for assigned clients. + Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports. + Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients. + Educates the client on loss data - drivers of cost impacting assigned programs. + Coordinate project activity. Acts as primary client contact with focus on maintaining and improving overall customer satisfaction. + Identifies issues that impact customer satisfaction. Identifies and solicits cross selling opportunities. + Coordinates client contracts **SUPERVISORY RESPONSIBILITIES** + Administers company personnel policies in all areas and follows company staffing standards and training recommendations. + Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions. + Provides support, guidance, leadership and motivation to promote maximum performance. **QUALIFICATIONS** + Education & Licensing: High School Diploma or GED required. Bachelor's degree from an accredited college or university preferred. Professional certification as applicable to line of business preferred. + Experience: 5+ years of claims management experience or equivalent combination of education and experience required. + Supervisory Experience **TAKING CARE OF YOU** + Flexible work schedule.  + Referral incentive program.  + Career development and promotional growth opportunities.  + A diverse and comprehensive benefits offering including medical, dental vision, 401K on day one. **WORK ENVIRONMENT REQUIREMENTS** **INCLUDE** When applicable and appropriate, consideration will be given to reasonable accommodations. + Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines + Physical: Computer keyboarding + Auditory/Visual: Hearing, vision and talking As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is ($90K - $100K). A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits. Always accepting applications. Employment may be contingent upon successful completion of a motor vehicle record (MVR) check, where job related. Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace. **If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.** **Sedgwick is the world’s leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company’s expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com**Albany, NYR74687New YorkNYNone0B94D6DBECE24CB590219D2BE85A53B9https://xerox.jobs/0B94D6DBECE24CB590219D2BE85A53B923AlbanyNorstellaUnited StatesUSA2026-06-12 03:38:55Client Success Manager Company: Evaluate Location: Remote, United States Date Posted: Jun 11, 2026 Employment Type: Full Time Job ID: R-2021 **Description** Norstella is a premier and critical global life sciences data and AI solutions provider dedicated to improving patient access to life-saving therapies. Norstella supports pharmaceutical and biotech companies across the full drug development lifecycle — from pipeline to patient. Our mission is simple: to help our clients bring therapies to market faster and more efficiently, ultimately impacting patient lives. + Norstella unites market-leading brands - Citeline, Evaluate, MMIT, Panalgo, Skipta and The Dedham Group and delivers must-have answers and insights, leveraging AI, for critical strategic, clinical, and commercial decision-making. We help our clients: + Accelerate the drug development cycle + Assess competition and bring the right drugs to market + Make data driven commercial and financial decisions + Match and recruit patients for clinical trials + Identify and address barriers to therapies Norstella serves most pharmaceutical and biotech companies around the world, along with regulators like the FDA, and payers. By providing critical proprietary data supporting AI-driven workflows, Norstella helps clients make decisions faster and with greater confidence. Norstella’s investments in AI are transforming how data is consumed and decisions are made, disrupting inefficient legacy workflows and helping the industry become more efficient, innovative, and responsive to patient needs. The Role: This is not your typical CSM/AM role. You own the full commercial lifecycle of a book of existing customers; from health and adoption all the way through negotiation, renewal, and expansion, across a complex product suite sold into a pharma marketplace that is itself complex and changing fast. You own the account relationship post-sale, freeing up our sellers to focus on selling additional bookings. You are equal parts relationship builder, deal closer, and operator. You bring the instincts of a great account manager, the commercial edge of a closer, and the mindset of a CSM. You think of yourself as conducting the orchestra across your accounts; coordinating Sales, Product, Strategy, and Legal around the customer. You are energised by using AI to make yourself and your clients more effective, because AI is going to reshape this function & we are hiring people who want to be part of figuring this out. What success looks like in your first 12 months: • You own the renewal and expansion forecast for your book, and it's accurate. • You hit your NRR and GRR targets, including expansion & multi-year renewals. • You've changed at least one thing about how you work that moved a metric; a new use of AI in your workflow, a sharper account plan, a better QBR motion. What You Own: **Revenue accountability for your book** **Net Revenue Retention** **Gross Retention** **Expansion ARR** **Renewal Rate** **Contraction & Churn** **Upsell Pipeline** Responsibilities: **Commercial execution** • Lead and close your own renewals, including multi-year deals • Negotiate commercial terms and contract structures, including with Procurement, partnering with Legal on redlines and T&Cs • Build business cases for expansion with your champions • Partner with Sales on joint account strategy, handoffs, and expansion plays • Run executive QBRs and maintain account plans for your top accounts, refreshed monthly **Customer outcomes** • Drive adoption and customer health across your book using the team's framework • Own onboarding for new customers in your portfolio • Identify at-risk accounts early and drive mitigation, captured in Gainsight, always 2 quarters + ahead. • Develop advocates and references from your strongest customers • Capture value delivered with clients to support ROI conversations and renewal **Operational rigour** • Deliver accurate monthly renewal & expansion forecasts • Keep your CRM, account plans, and customer health data current. • Run Gainsight as the source of truth; CTAs closed on time, value statements logged, and the timeline up to date • Drive alignment with Sales, Product, and Finance on your accounts **Team contribution** • Operate as a peer to the rest of the CSM/AM team; share what works, pressure-test playbooks, raise the bar collectively • Bring field signal back to CS Strategy & Ops on what's working and what isn't AI And The Future Of CS: This matters as much for this role as it does for your manager's. No one knows what CS looks like in two or three years, and we're hiring people who are energized by that, not threatened by it. Renewal agents aren't live in our org today, but they're coming fast. It's unknown yet which segments they'll reshape or how the CSM/AM role evolves alongside them. We need people in the field who are actively looking for ways to be innovative — to hit the number and help us build a leaner, smarter team. What We Need FromYou: • You're a personal early adopter & already using AI in your own workflow; prep, forecasting, account research, communication, not waiting to be handed a tool. • You're a thought partner to your VP and our Strategy lead on what the CSM/AM role looks like in an agent-augmented model; bringing field signal back, pressure-testing ideas, and being willing to reinvent your own role. • You're motivated by using AI to move faster and smarter, not to protect how things used to work. _If you need a fully-formed playbook before you can move, or if you're attached to a specific vision of how CS "should" work, this won't be the right seat._ What You Bring: → 4–8 years in CS, Account Management, or a combination of both → Proven track record carrying and hitting an individual quota, including closing and negotiating renewals and expansion across multi-stakeholder contracts → Commercially fluent: comfortable with pricing, contract terms, legal redlines, and revenue math → Strong executive presence. You can go deep with a technical champion and wide with C-suite executives in your accounts → Fluency selling or supporting complex product suites, ideally into pharma or life sciences. You can navigate a fast-moving, regulated marketplace and speak the customer's language The Profile We're Looking For: Relationship-first, revenue-minded Comfortable at the negotiating table Accountable to NRR, not just NPS Runs their book by the numbers Change-curious, not change-resistant AI-confident: products & daily workflows You Won't Succeed Here If You: Think CS is just support with a nicer name Avoid commercial conversations Need a fully-built playbook to operate Wait for your manager to tell you what to prioritize Are uncomfortable owning a number Resist change or dismiss AI as a tool Our Guiding Principles for success at Norstella: 01: Bold, Passionate, and Mission-First 02: Integrity, Truth, and Reality 03: Kindness, Empathy, and Grace 04: Resilience, Mettle, and Perseverance 05: Humility, Gratitude, and Learning **Benefits: US** + Medical and Prescription Drug Benefits + Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) + Dental & Vision Benefits + Basic Life and AD&D Benefits + 401k Retirement Plan with Company Match + Company Paid Short & Long-Term Disability + Paid Parental Leave + Paid Time Off & Company Holidays _Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._ _Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we’re just as excited about you._ _All legitimate roles with Norstella will be posted on Norstella’s job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._ Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.Albany, NYR-2021New YorkNYNoneAA80F83ECCF847969EC761E61F8C9321https://xerox.jobs/AA80F83ECCF847969EC761E61F8C932123NEW YORKBank of AmericaUnited StatesUSA2026-06-12 02:43:55Wealth Management Client Associate NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management-Client-Associate\_26020334) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management-Client-Associate\_26020334) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management-Client-Associate\_26020334) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management-Client-Associate\_26020334) **Job Description:** Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) * **_* If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.**_** + ​Possesses advanced industry knowledge and an understanding of investment products + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.New York, NYJR-26020334New YorkNYNone712A4401AF0D451282592CC3BF0C21F4https://xerox.jobs/712A4401AF0D451282592CC3BF0C21F423New YorkBank of AmericaUnited StatesUSA2026-06-12 02:43:51Registered Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Registered-Wealth-Management-Client-Associate\_26020317) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Registered-Wealth-Management-Client-Associate\_26020317) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Registered-Wealth-Management-Client-Associate\_26020317) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Registered-Wealth-Management-Client-Associate\_26020317) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) + Possesses advanced industry knowledge and an understanding of investment products + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.New York, NYJR-26020317New YorkNYNoneF2C4411D2A8F41BDB51A2753C5D8A208https://xerox.jobs/F2C4411D2A8F41BDB51A2753C5D8A20823New YorkTIAAUnited StatesUSA2026-06-12 00:17:38**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience + Series 7 and 66 (or 63 and 65) passed within 120 days of start date **Preferred:** + 3+ years of financial services experience + Series 7 and 66 (or 63 and 65) passed Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-06-26 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . + For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . + For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)New York, NYR260500395New YorkNYNoneDCECF948228142E2A79FC04F443903BEhttps://xerox.jobs/DCECF948228142E2A79FC04F443903BE23White PlainsTIAAUnited StatesUSA2026-06-12 00:17:38**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience + Series 7 and 66 (or 63 and 65) passed within 120 days of start date **Preferred:** + 3+ years of financial services experience + Series 7 and 66 (or 63 and 65) passed Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-06-26 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . + For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . + For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)White Plains, NYR260500395New YorkNYNoneEBFD1E1387EA4A1D9B17188F534243A6https://xerox.jobs/EBFD1E1387EA4A1D9B17188F534243A623RomeUpstate Cerebral PalsyUnited StatesUSA2026-06-11 17:50:38Description $62,354 - $72,800 a year Upstate Caring Partners’ Certified Community Behavioral Health Clinic – Community Health and Behavioral Services is seeking a skilled Billing and Client Access Manager. The Billing and Client Access Manager will be responsible for ensuring that the responsibilities of the Client Access Representative’s (CAR’s) and Medical Billing and Coding Specialists are carried out. This position is responsible for overseeing the process of clients accessing CHBS services to promote rapid access and reduce barriers to scheduling. This position serves as a key member of the CHBS interdisciplinary team and supports the facilitation of communication between clients and their care team, to include nurses, medical, clinical providers, and billing. This position oversees the processing of referrals, intakes, client registration, answering phones, scheduling, data entry/registration and overseeing processes of the billing and coding specialists. This position works with internal and external sources to coordinate access to care and resolving billing issues. Core Responsibilities + Supervises the Medical Billing Coding Specialists and CAR’s team to maintain up to date information of participating providers by payor and maintains open communication with scheduling and clinical leadership about provider ability to see clients based on credentials and payor type. + Acts a liaison with the billing department for all registration, prior authorization and insurance eligibility issues. Assists in promoting processes that ensure “clean claims” and reduce errors in revenue cycle. + Manage and oversee the daily activities of assigned teams; train, coach, mentor and develop staff to promote accountability for assigned duties. + Oversee the intake/referral process for all CHBS locations to ensure timely access to services and communication with referring entities. + Monitor daily, weekly and monthly deliverables assigned of assigned teams. + Remain aware of regulatory requirements and ensure best practices are followed. + Ensure front office staff are scheduling appointments with appropriate provider making sure provider has appropriate credentials for patient’s insurance. + Using data and reporting, monitor daily, weekly, and monthly registration requirements and other data collection assignments. Follow through with appropriate staff on missing information or errors. Hold team accountable for accuracy to promote data integrity. + Maintain an efficient office routine and documentation flow between assigned teams and clinic/services. + Maintain timely and effective internal and external practice communication and problem resolution to ensure smooth and efficient operations. + Assist and facilitate open access and crisis walk-ins/calls in conjunction with clinical and medical team. + Administer established guidelines for prioritizing work activities, evaluating effectiveness, and modifying activities as necessary. + Maintain accurate records and files pertaining to staff schedules; to include maintaining personnel records, managing timecards. + Assist in coordinating clinician and medical provider schedules to maximize productivity. + Prepare and submit reports as needed. + Manage employee issues and resolves grievances. + Interview, hire, and orient new staff and utilizing all support tools provided by organization. + Facilitate assigned teams monthly meetings to maintain effective facilitation of information to the team. Provide updated information, policy procedures as necessary. + Act as an inter- and intra-agency liaison for the program or department; promote positive communications. + Generate and maintain department or program specific reports, databases, charts and records as directed. + Participate in special projects as appropriate. + May be required to work flexible hours, including occasional evenings and weekends, to meet the needs of the clinic and the clients. + Any additional duties assigned as necessary. Qualifications + Associate Degree preferred in a related field of medical management or 3-5 year related experience. + Previous supervisory experience preferred. + Must possess an interest and knowledge base in the provision of mental health services. + Must possess the ability to make independent decisions when circumstances are warranted. + Position requires excellent written and verbal skills. + Must have good personnel and customer service skills. + Basic Computer Skills (Windows, Outlook, Adobe Acrobat, Word, Excel). + Travel is required between clinic locations and community based settings. Must have a valid NYS Driver’s License. Benefits We believe that our employees are our greatest asset, and we are committed to creating an environment where you can thrive both personally and professionally. Our workplace offers opportunities to grow, learn, and make a meaningful impact in a fast-paced, collaborative atmosphere. We also offer a competitive salary and comprehensive benefits package, including: + Comprehensive Health/Dental/Vision Coverage + Low-cost individual health insurance plan + Dollar-for-dollar retirement match (up to 7%) + Retirement Plan 403(b) + Life Insurance & Voluntary Benefits + Flexible Spending Account (FSA) + Employee Assistance Program (EAP) + Generous PTO Plans (Sick, Vacation, Employee Leave) + Tuition Reimbursement + Service Awards & Employee Appreciation Events + Employee Discounts + Direct Deposit Upstate Caring Partners is the premier provider of direct-care services and programs in Central New York for individuals of all abilities and their families. If you believe in empowering people, Upstate Caring Partners is an excellent place to start or grow your career. Please visit our careers website to access the full job description located within the job posting. upstatecpjobs.org Billing and Client Access Manager (https://www.dropbox.com/scl/fi/6nzl9el3panaf59hb5upk/21222-Billing-and-Client-Access-Manager.doc?rlkey=hu088kcmsgq67mbfmwo9t28xf&st=3sowv701&dl=0) Qualifications Education Preferred + Associates or better Licenses & Certifications Required + Driver License Experience Preferred + 3-5 years: related experience Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.Rome, NYBILLI008126New YorkNYNone5BDF17B87F904D57AFEE46AA640A4BC9https://xerox.jobs/5BDF17B87F904D57AFEE46AA640A4BC923SmithtownBank of AmericaUnited StatesUSA2026-06-11 05:00:36Wealth Management Client Associate Smithtown, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Smithtown/Wealth-Management-Client-Associate\_26020156) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Smithtown/Wealth-Management-Client-Associate\_26020156) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Smithtown/Wealth-Management-Client-Associate\_26020156) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Smithtown/Wealth-Management-Client-Associate\_26020156) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.Smithtown, NYJR-26020156New YorkNYNone3DA37B4AB0A6448A9FAB15177C6505BEhttps://xerox.jobs/3DA37B4AB0A6448A9FAB15177C6505BE23RiverheadBank of AmericaUnited StatesUSA2026-06-11 05:00:36Wealth Management Client Associate Riverhead, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Riverhead/Wealth-Management-Client-Associate\_26020159) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Riverhead/Wealth-Management-Client-Associate\_26020159) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Riverhead/Wealth-Management-Client-Associate\_26020159) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Riverhead/Wealth-Management-Client-Associate\_26020159) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.Riverhead, NYJR-26020159New YorkNYNoneE41C46F13C4448338B1B704BD3FC7F37https://xerox.jobs/E41C46F13C4448338B1B704BD3FC7F3723New YorkBank of AmericaUnited StatesUSA2026-06-11 05:00:35Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26020164) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26020164) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26020164) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26020164) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.New York, NYJR-26020164New YorkNYNoneB0D88458413B4014A576EECD40016970https://xerox.jobs/B0D88458413B4014A576EECD4001697023New YorkU.S. BankUnited StatesUSA2026-06-11 03:32:22At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Reviews and accepts new client relationships based on business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; resolves problems quickly and effectively. Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients. Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinates the development and implementation of operational changes within the unit. May be responsible for meeting certain revenue, new business and expense goals. May manage staff, hire new staff, and/or train staff to successfully meet business objectives. PERTAINING TO THOSE WHO ARE HIRED TO PERFORM CAYMAN ISLANDS MONETARY AUTHORITY (CIMA) REGULATED ACTIVITIES. The candidate may be required to disclose/provide the following during the recruitment process (where not precluded by U.S. Bank recruitment or hiring policies): Membership to professional bodies (if applicable and required for the role), References, and Any criminal history, regulatory censure, sanctions, legal proceedings and any other formal censure, discipline or public criticism at the stage of recruitment. **Location Expectations** This role requires working from a U.S. Bank location three (3) or more days per week. **Basic Qualifications** - Bachelor’s degree, or equivalent work experience - Typically eight or more years of relevant experience **Preferred Skills/Experience** - Thorough knowledge of corporate trust and investment instruments - Thorough knowledge of account management, trust operations, project management, and legal regulations - Thorough knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations - Ability to develop new business - Effective management skills to include planning, budgeting, and people management - Ability to resolve complex problems with minimal guidance - Ability to communicate quickly with clients to resolve client issues and disputes - Effective interpersonal, verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,260.00 - $155,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0016577New YorkNYNoneA0F52710BF6349848DC9EE51198F764Fhttps://xerox.jobs/A0F52710BF6349848DC9EE51198F764F23New YorkCitigroupUnited StatesUSA2026-06-11 03:27:41**Job Purpose:** A solutions-driven role to help resolve on-boarding, documentation, regulatory, or other infrastructure issues preventing our key customers from either growing or enhancing business with the Markets division in North America. **Job Background/context:** This role reports into Markets Operations, specifically this role will reside within Client Facilitation. This role will be integral in support of the following initiatives: + Ensure coordination of Credit, Legal and Operational efforts related to new and existing business integral to the franchise + Assist in maintenance of, and the design of new processes/protocols to ensure efficient processing and escalation of client request or issues with a focus on risk related issues + Provide a point of escalation, debate or discussion for our key customers with respect to these issues This is a unique and challenging role that provides exposure to clients, to various product and control groups as well as visibility from senior business leaders, with a focus on enhancing the client experience **Key Responsibilities:** The primary function is to improve the service and experience offered to our Platinum and Priority customers across the region, ensuring the client receives a service that is seamless and structured to ensure efficiency. As stated this is a client solutions based role facilitating the management of the various documentation processes, Credit approvals and operational troubleshooting as necessary. As such the candidate will: + Act as point of escalation and interface for risk related issues across Markets clients + Become the interface and/or relationship (point of contact) for our key customers with respect to the pre-execution on-boarding process + Develop and implement client driven solutions to enhance the client experience through the trade lifecycle + Co-ordinate and ensure completion of various client requests including ISDA’s and other agreements i.e. GMRA’s etc. + Act as a point of escalation/resolution for other client impacting events such as risk, regulatory or legislative change + Coordinate the setup and completion of other bespoke agreements or arrangements to help drive the customer franchise + Manage an efficient new approval and escalation process for non-standard documentation requests from clients (work with the trading desk / XVA on certain trade approvals) + Address ad-hoc requests from institutional accounts + Create metrics for use in client tracking and improved transparency + Work with management and others on the team globally to ensure that the strategic goals are met + Help manage sensitive issues both internally and externally in a client friendly manner, managing expectations throughout + Overall drive change and efficiency to ensure the customer experience is both nimble and painless **Development Value:** + Role offers the opportunity to work closely with the Sales & Trading desks, building technical product knowledge & understanding of end-to-end infrastructure. + Broad exposure across the Citi client network both internal and external to Markets + A client facing role that will provide exposure to the firm’s key customers both from a business, infrastructure and regulatory perspective + Also offers exposure to Trading/Sales, Risk Management, Legal, Compliance and Operation’s departments in understanding the implications of derivative transactions in a fast-changing marketplace. **Knowledge/Experience & Qualifications:** + Ideal candidate will have 4+ years experience in financial services and a risk based background. + Solid Powerpoint and presentation / deck creations skills + Good exposure or previous experience in a client development, marketing, relationship, risk or similar role + Broad range of Markets products such as Fixed Income, Equity, FX and Commodity Products, specifically but not limited to derivatives and financing transactions + Knowledge of trade flows, infrastructure and documentation + Counterparty Credit Risk experience preferred + Documentation experience advantageous + Good operational control, change management & customer interaction experience would also be a benefit + Education: Degree preferred (Legal advantageous) **Skills & Competencies** + Ability to quickly learn in-house trading and related systems + Superior verbal and written communication skills + Exceptional process and conflict management ability + Highly motivated, self-starter who can work on own initiative + Ability to prioritise multiple tasks based on materiality + Fast thinker/quick learner, possess the ability to work effectively under pressure in a rapidly changing environment in order to meet tight deadlines. + Technology, Efficient and effective use of office software (including spreadsheets and powerpoint) + Process management skills an advantage + Ability to drive the decision process without direct ownership ------------------------------------------------------ **Job Family Group:** Institutional Sales ------------------------------------------------------ **Job Family:** Investor Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $129,840.00 - $194,760.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jun 17, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) ._ _View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.New York, NY26970540New YorkNYNoneAEECE8F1296A4CAC8B53624453EB7410https://xerox.jobs/AEECE8F1296A4CAC8B53624453EB741023PittsfordWorld Insurance Associates, LLC.United StatesUSA2026-06-11 02:12:11 Company Overview  World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.   Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.    Position Summary   The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.    Primary Responsibilities  + Evaluates exposures, obtains quotes, review, negotiate and finalize quotes   + Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.   + Determines Markets within Core Carrier Strategy   + Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.   + Creates complete carrier submission and submits   + Obtains signed binding and notifies carriers   + Reviews binding documents for accuracy   + Contract Reviews   + Set up and maintain accurate account details, contacts, and policy information in EPIC   + Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance   + Attach, organize, and name documents in EPIC   + Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.   + Create activities in EPIC and assign to applicable team member   + Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.     Work Experience   + 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages     Professional Licenses/Certifications  + Must hold state Property & Casualty insurance license     Essential Skills/Competencies  + Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.  + Able to understand new technology platforms quickly.   + Proficient in agency management systems (EPIC) and carrier sites.  + Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.   + Maintains effective relationships with clients, co-workers, and colleagues.  Viewed as a team player and is cooperative and collaborative  + Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.    + Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.   + Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.  + Able to solve difficult problems that are not routine, but not overly complex.    + Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.   + Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.     Education   + High School Diploma or equivalent experience.     Physical Demands & Working Conditions   Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.    Equal Employment Opportunity    At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.    To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.  #PK-1 Powered by JazzHR Pittsford, NY10850715New YorkNYNoneA52AACF0607A43EFA3C37BA40B99384Fhttps://xerox.jobs/A52AACF0607A43EFA3C37BA40B99384F23New YorkDeloitteUnited StatesUSA2026-06-11 01:51:59Are you a delivery-focused tax leader who thrives on individual tax compliance? Do you bring strong risk and quality controls, operational rigor, and the ability to interact with clients on their personal tax matters? If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery may be a great fit. Recruiting for this role will end on May 31, 2027. Work you'll do As a Tax Delivery Manager in our Global Employer Services - Individual Client Services group, you will + Own end-to-end delivery for a portfolio of High Net Worth (HNW) individual compliance engagements (planning through post-filing). + Drive workflow, capacity, and management (intake, prioritization, peak-period execution) to meet deadlines. + Execute and monitor quality and risk controls, ensuring adherence to firm standards and regulatory requirements. + Lead and collaborate with delivery teams to deliver excellent client service to our clients. + Partner with engagement leadership on scope/change control, issue escalation, and delivery communications (status, milestones, risks/issues), including return review/signing oversight. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals, assist our clients in managing individual income tax obligations including reviewing and signing income tax returns. In addition to managing compliance, the practice consults with clients to minimize tax obligations using effective tax planning. Learn more about Deloitte Tax Global Employer Services. Qualifications Required + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week + Bachelor's Degree in Accounting, Finance, Business Administration or other relevant degree + 5+ years of experience in personal income tax and compliance- specifically High Net Worth tax compliance and planning + Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve + Limited immigration sponsorship may be available + One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent Preferred + Proven delivery leadership: manage teams, allocate work, prioritize across competing deadlines, and drive results in a fast-paced model. + Strong engagement/project management skills (planning, workflow coordination, issue escalation) across large, complex engagements. + Quality-first, deadline-driven approach with strong attention to detail and consistency in execution. + Effective client-facing communication (written, verbal, presentation) to run delivery status, align expectations, and support scope discussions. + Strong analytical and reporting capabilities with tools such as Excel and PowerPoint (dashboarding tools like QlikView/Tableau a plus); global/cross-cultural experience preferred. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $105,375 to $215,375. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.New York, NY355824New YorkNYNoneDB85F472D6C1473D9E44D32C5A0A7596https://xerox.jobs/DB85F472D6C1473D9E44D32C5A0A759623New YorkHSBCUnited StatesUSA2026-06-10 10:04:17AVP, Client Relationship Management, Prime Services Location: New York, NY, US, 10001 Brand: HSBC Area of Interest: Closing Date: Office Worker Date: 9 Jun 2026 **Job description** In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share The AVP, Client Relationship Management will be responsible for identifying sales opportunities, addressing specific client needs and maintaining business relationships with clients As our AVP, Client Relationship Management you will: + Deliver fair outcomes for our customers and ensure our own conduct maintains the orderly and transparent operation of financial markets + Develop strong and productive relationships with the client base, ensuring current and future service requirements are understood and satisfied at all levels + Contribute to the profitability and growth of the client base by delivering excellent client experience, generating ideas and cross selling the firm’s products + Proactively address issues and challenges escalated by the client to identify efficient solutions + Contribute to the continued build and development of the Prime Finance platform and the Client Management Organization + Build and maintain relationships with internal HSBC teams including Sales, Credit Legal, IT, Operations, Trading, and various Global Markets execution teams + Closely monitor client activity and balances to ensure that market share is protected and grown + Identify opportunities to cross sell the firm products and innovative opportunities to grow revenue You´ll likely have the following skills to succeed in this role: + The role will require the job holder to obtain/maintain FINRA series 7 and 63 licenses. + Bachelor’s degree in finance, Economics, Business, or related field + Relevant experience (Prime brokerage, Equity Finance or Custody Services) + Strong analytical, organizational, and communication skills + High attention to detail and ability to work under pressure in a fast-paced environment + Strong commitment to confidentiality, ethics, and client service excellence + Product Knowledge Solid understanding of complex financial products, including global equities, fixed income, derivatives, securities lending and margin financing As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Manhattan **Nearest Secondary Market:** New York CityNew York, NY47395New YorkNYNone61903C08B7764747B71DA5AB262FBE74https://xerox.jobs/61903C08B7764747B71DA5AB262FBE7423New YorkBank of AmericaUnited StatesUSA2026-06-10 06:27:27Private Client Manager- Investments New York, New York;Miami, Florida; Chicago, Illinois; Boston, Massachusetts; Florham Park, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Client-Manager\_26019953) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Client-Manager\_26019953) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Client-Manager\_26019953) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Client-Manager\_26019953) **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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Drives inflows of new business across all product lines with a strong emphasis on Investment Products + Leads complex investment opportunities. + Grows book balances and Year over Year revenue + Partners with and mentors Private Client Managers on more complex products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction + Encourages use and adoption of digital capabilities to enhance the client and client team experience + Builds relationships with internal and external partners and centers of influence **Required Qualifications:** + Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position + 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience + Excellent ability to work in a team environment + Strong interpersonal and influence / partnership skills + Significant knowledge of banking and investments: general understanding of investments, trust and wealth transfer **Desired Qualifications:** + MBA or Post-Graduate Degree + CFP, CPA, CFA, CTFA, CFM or JD a significant plus​ + Strong Investment experience **Skills:** + Client Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail + Collaboration + Decision Making + Financial Analysis **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.New York, NYJR-26019953New YorkNYNoneB79E53F4B2774408B5759959A5DA6AC7https://xerox.jobs/B79E53F4B2774408B5759959A5DA6AC723AlbanyCVS HealthUnited StatesUSA2026-06-10 05:24:46We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. **Position Summary** Gain process knowledge in order to support onboarding and training initiatives. Develop and maintain training processes for internal team members. Works closely with other business teams to manage onboarding items, provide training sessions, and create as well as maintain work instructions and procedures put in place for internal and external teams. **Duties & Responsibilities** + Supports the design and development of training programs aligned to organizational goals + Delivers effective training sessions and workshops for employees + Evaluates training effectiveness and recommends improvements based on feedback and assessments + Partners with subject matter experts and stakeholders to develop training content + Maintains accurate training records and documentation in compliance with policies + Provides timely support to employees during and after training + Assists with training strategies that support employee growth and performance + Analyzes training data and prepares summary reports for management + Keeps current on training and development best practices and recommends enhancements Required Qualifications + Experience collaborating with cross-functional teams and subject matter experts to support training initiatives + 1–3 years of experience analyzing training effectiveness, using feedback/data to recommend improvements Preferred Qualifications + Basic awareness of problem solving and decision making skills + Ability to confidently present to large groups and deliver engaging public speaking sessions **Education** + Bachelor's degree preferred or High School Diploma and prior relevant work experience **Anticipated Weekly Hours** 40 **Time Type** Full time **Pay Range** The typical pay range for this role is: $43,888.00 - $102,081.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. **Great benefits for great people** We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits are provided during the application process and on Benefits Moments (https://learn.bswift.com/cvshealth-mainland) . We anticipate the application window for this opening will close on: 06/19/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. CVS Health is an equal opportunity/affirmative action employer, including Disability/Protected Veteran — committed to diversity in the workplace.Albany, NYR0896209New YorkNYNoneF2BA4A6BD0E54637B982D4F15B3CFF39https://xerox.jobs/F2BA4A6BD0E54637B982D4F15B3CFF3923AlbanyAmerican Express Global Business TravelUnited StatesUSA2026-06-10 05:21:12Amex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We’re here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued. The Manager of Client Management leads innovative account management strategies, with focus on growing profitability and deepening client relationships within a portfolio of Global Multi-National accounts. The Manager of Client Management role is to grow and increase the non-transactional revenue of their portfolio, through a combination of outstanding relationship management and consultative sales skills, a sophisticated ability to synthesize client needs and identify innovative solutions, a strong understanding of the external market, and their in‑depth knowledge of the power of the Amex GBT value proposition. To drive growth and develop innovative, value‑add and client focused solutions, **What You'll Do:** + Research the marketplace and competitor products and services to highlight the value that distinguishes Amex GBT products, benchmarking, and technology as critical value drivers. + Develop an in-depth understanding of key business drivers, organizational culture and the competitive position of clients. + Leads the global efforts for assigned portfolio across 4 regions and 50+ countries, which includes guiding the regional market leads in their efforts to support the client global goals/initiatives. + Leading sales efforts to deliver multiple revenue streams and further penetrate accounts, with a focus on driving non-transaction, premium revenue. + Increasing profitability by proactively identifying new opportunities and delivering innovative solutions that continue to contribute to our clients. + Develop creative pricing strategies and contributing to ongoing client P&L management and client retention. + Lead business planning, C-Level executive reviews, quarterly and annual reviews, and business negotiations on rebids for strategic accounts. + Enhance the American Express Global Business Travel value proposition through policy consultation, researching white paper needs, technology road mapping, optimizing online solutions, and event content development. + Strong relationship building skills to ensure trusted partnerships with clients. **What We're Looking For:** + 5+ years of global account/client management experience with strong proven people leadership skills and travel industry is strongly preferred. + Previous customer / client-facing experience and client relationship management skills with global clients. + Previous global service delivery /account implementations experience a plus. + Proven track record to deliver a data-driven, analytical approach to the client’s travel program in a consultative manner as the subject matter authority, with the ability to identify business opportunities. + Demonstrated ability to quickly learn, understand, and articulate key product and value proposition knowledge in a variety of contexts. + Proven success in consultative selling is required, in addition to demonstrated success growing client revenue and profitability. + Ability to communicate Amex GBT’s value proposition, with proven executive level presentation skills up to and including the “C Suite”. + Demonstrated ability to build strategic vision, account plans, action plans, set and measure goals, etc. + Proven innovative problem-solving abilities and decision-making skills required, in addition to project management, prioritization, and planning skills. + Strong financial skill and analytical attitude required to use the key drivers of profitability. + A very strong business and financial competence with a consistent track record of gaining results and achieving targets are required. + Strong negotiation skills, including the ability to handle objections and achieve mutually beneficial solutions with proven success in RFP management/negotiations. + Demonstrated ability to proactively build and maintain a comprehensive network, both internally and externally, to successfully navigate through client organizations. + A sophisticated range of communication, presentation and influencing skills to present complex ideas in a simple and compelling way to a wide variety of audiences. + Highly collaborative with proven success working in matrixed environments. + Proficient and comfortable with using various software platforms including but not limited to PowerPoint, Excel, Word and Salesforce. + Virtual based location, must be very comfortable with working remotely, and traveling for work as needed for quarterly client business review, etc. **\#GBTJobs** **Location** Canada The Canada national base salary range for this position is from $71,862 - $121,862 The national range provided includes the base salary that Amex GBT expects to pay for the role. Actual base salary will be based on factors including the scope and complexity of the role and the successful candidate’s relevant experience, skills, knowledge, and work location. In addition to base salary, the anticipated range of which is posted above, this role is eligible for a discretionary annual bonus, which rewards participants based on company and individual performance. **The #TeamGBT Experience** Work and life: Find your happy medium at Amex GBT. + **Flexible benefits** are tailored to each country and start the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and wellbeing resources to support you and your immediate family. + **Travel perks:** get a choice of deals each week from major travel providers on everything from flights to hotels to cruises and car rentals. + **Develop the skills you want** when the time is right for you, with access to over 20,000 courses on our learning platform, leadership courses, and new job openings available to internal candidates first. + **We strive to champion Inclusion** in every aspect of our business at Amex GBT. You can connect with colleagues through our global INclusion Groups, centered around common identities or initiatives, to discuss challenges, obstacles, achievements, and drive company awareness and action. + And much more! All applicants will receive equal consideration for employment without regard to age, sex, gender (and characteristics related to sex and gender), pregnancy (and related medical conditions), race, color, citizenship, religion, disability, or any other class or characteristic protected by law. Click Here (https://explorer.amexglobalbusinesstravel.com/rs/346-POJ-129/images/Additional%20Disclosures%20in%20Accordance%20with%20the%20LA%20County%20Fair%20Chance%20Ordinance.pdf?version=2) for Additional Disclosures in Accordance with the LA County Fair Chance Ordinance. Furthermore, we are committed to providing reasonable accommodation to qualified individuals with disabilities. Please let your recruiter know if you need an accommodation at any point during the hiring process. For details regarding how we protect your data, please consult the Amex GBT Recruitment Privacy Statement (https://www.amexglobalbusinesstravel.com/gbt-recruitment-privacy-statement/) . **What if I don’t meet every requirement?** If you’re passionate about our mission and believe you’d be a phenomenal addition to our team, don’t worry about “checking every box;" please apply anyway. You may be exactly the person we’re looking for! Click Here to Learn More (https://www.amexglobalbusinesstravel.com/careers/)Albany, NYJ-82641New YorkNYNone89A3D57EFDF74E6B8EFF49C333FC9AEAhttps://xerox.jobs/89A3D57EFDF74E6B8EFF49C333FC9AEA23New YorkU.S. BankUnited StatesUSA2026-06-10 04:45:31At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** **This role has multiple levels, open to candidates with a minimum of 3-5 years of commercial lending experience. The successful candidate will be hired for the level of the position that aligns with their experience.** We are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative delivery team to be focused on virtually managing and growing a large, diverse, nationwide portfolio of corporate, commercial, and municipal clients. This role is best suited for a disciplined, results‑oriented professional who excels at excels at high volume relationship building, solution delivery, and business development. The RM builds and maintains strong client relationships to grow revenue, improve client satisfaction and retention, and ensure compliance with bank policies and applicable regulations. Acting as a trusted financial services partner and primary point of contact, the RM proactively collaborates with product partners to identify and refer opportunities, deepens relationships, and expands product usage through targeted outreach and solution-based selling. Responsibilities also include supporting client service needs and day-to-day account management to ensure a seamless experience. The role requires end-to-end deal management, including leading negotiations, pricing within return targets, developing and executing relationship plans, monitoring performance, and analyzing account activity to drive results - ultimately managing the full lifecycle of opportunities while ensuring compliance and conformance with company policy and regulatory requirements. **This role does require the ability for limited travel for conferences and internal meetings.** **The role offers a hybrid/flexible schedule with an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.** **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Three to eight years of sales experience in the financial services industry **Preferred Skills and Experience** + Proven strong business development mindset with a track record of revenue growth in corporate/commercial banking sales and relationship management + Strong understanding of commercial banking products and services applicable to target client segment, including credit, treasury, and cash management + Excellent interpersonal, verbal and written communication skills with advanced presentation, negotiation, financial analysis, and deal structuring skills + Ability to manage large portfolio and resourcefully operate independently in a virtual sales environment + Collaborative, client-centric approach with strong internal partnership skills + High discipline around risk management and regulatory compliance If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0012099New YorkNYNoneDE27BBF098284E668E27C4FDE746D33Bhttps://xerox.jobs/DE27BBF098284E668E27C4FDE746D33B23New YorkU.S. BankUnited StatesUSA2026-06-10 04:45:15At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** **This role has multiple levels, open to candidates with a minimum of 3-5 years of commercial lending experience. The successful candidate will be hired for the level of the position that aligns with their experience.** We are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative delivery team to be focused on virtually managing and growing a large, diverse, nationwide portfolio of corporate, commercial, and municipal clients. This role is best suited for a disciplined, results‑oriented professional who excels at excels at high volume relationship building, solution delivery, and business development. The RM builds and maintains strong client relationships to grow revenue, improve client satisfaction and retention, and ensure compliance with bank policies and applicable regulations. Acting as a trusted financial services partner and primary point of contact, the RM proactively collaborates with product partners to identify and refer opportunities, deepens relationships, and expands product usage through targeted outreach and solution-based selling. Responsibilities also include supporting client service needs and day-to-day account management to ensure a seamless experience. The role requires end-to-end deal management, including leading negotiations, pricing within return targets, developing and executing relationship plans, monitoring performance, and analyzing account activity to drive results - ultimately managing the full lifecycle of opportunities while ensuring compliance and conformance with company policy and regulatory requirements. **This role does require the ability for limited travel for conferences and internal meetings.** **The role offers a hybrid/flexible schedule with an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.** **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Three to eight years of sales experience in the financial services industry **Preferred Skills and Experience** + Proven strong business development mindset with a track record of revenue growth in corporate/commercial banking sales and relationship management + Strong understanding of commercial banking products and services applicable to target client segment, including credit, treasury, and cash management + Excellent interpersonal, verbal and written communication skills with advanced presentation, negotiation, financial analysis, and deal structuring skills + Ability to manage large portfolio and resourcefully operate independently in a virtual sales environment + Collaborative, client-centric approach with strong internal partnership skills + High discipline around risk management and regulatory compliance If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $124,355.00 - $146,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0012003New YorkNYNone627A68FC8B974BBEA4C72B0871DC993Chttps://xerox.jobs/627A68FC8B974BBEA4C72B0871DC993C23New YorkU.S. BankUnited StatesUSA2026-06-10 04:45:15At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs. Basic Qualifications - Bachelor's degree, or equivalent work experience - Four to six years of relevant experience Preferred Skills/Experience - Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products - Strong relationship management and business development skills - Strong analytical and problem-solving skills - Effective presentation, verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0014775New YorkNYNone6D5BCEBF57E44813A5F993A7FD723AEChttps://xerox.jobs/6D5BCEBF57E44813A5F993A7FD723AEC23HicksvilleJPMorgan ChaseUnited StatesUSA2026-06-10 04:01:12At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Hicksville, NY $66,360.00 - $66,360.00Hicksville, NY210756965New YorkNYNone00B252F016B44B78AD9CC40FED564F13https://xerox.jobs/00B252F016B44B78AD9CC40FED564F1323WestburyJPMorgan ChaseUnited StatesUSA2026-06-10 04:01:12At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Westbury, NY $66,360.00 - $66,360.00Westbury, NY210756979New YorkNYNone9B3BF1C7A37F4F4C9A54F0184C906645https://xerox.jobs/9B3BF1C7A37F4F4C9A54F0184C90664523New YorkJPMorgan ChaseUnited StatesUSA2026-06-10 04:01:12The Global Sales & Marketing team is part of the Corporate and Investment Bank (CIB) division of JPMorgan Chase. This role supports effective client risk management across Global Sales & Marketing and drives initiatives to strengthen the risk management framework for the client population. **Job Responsibilities** + Conduct due diligence and prepare risk assessments for presentation to senior AML operating committees. + Communicate clearly and efficiently with Front Office, Compliance/Legal, and Middle Office stakeholders. + Coordinate with Sales, Bankers, Relationship Managers, Account Opening teams, and clients to obtain required information. + Perform public and internal research to compile AML and non-AML due diligence materials. + Manage an active and dynamic pipeline of due diligence and risk assessment requests. **Required qualifications, capabilities, and skills:** + Strong working knowledge of AML/KYC, Compliance, Risk, and Operational Management, with the ability to interpret policy and procedural changes and identify potential control gaps. + Sound judgment and the ability to assess AML/KYC risks, broader risk issues, and data quality concerns. + Interest in, and working knowledge of, global political and economic developments and their potential risk implications. + Ability to operate effectively in a fast-paced environment with evolving regulatory expectations and business priorities. + Strong investigative skills and a quality-focused mindset, with a demonstrated commitment to regulatory compliance and a strong controls orientation. + Proven ownership mindset, including the ability to drive issues to resolution and build or enhance risk management programs and initiatives. + Knowledge of relevant products and services, including Markets and Securities Services. + Strong organizational skills, with the ability to prioritize multiple concurrent requests and escalate material risks and issues in a timely manner. + Strong written and verbal communication skills, including the ability to convey complex concepts clearly and appropriately to different audiences. + Ability to build effective working relationships across a large, matrixed organization. + Minimum of **10 years' experience** in **Compliance** or **Risk/Controls** supporting **Sales & Trading** (e.g., Markets) within a financial institution, or equivalent experience at a reputable financial consulting firm. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $184,000.00 - $235,000.00 / yearNew York, NY210756943New YorkNYNoneBD2AD178F93E4A59A845EA4600ECB008https://xerox.jobs/BD2AD178F93E4A59A845EA4600ECB00823New YorkDeloitteUnited StatesUSA2026-06-10 02:46:22Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 08/31/2026. Work you'll do You will lead client implementations and onboarding to our Accelsior Suite of technology products. You will be leading analysts and developers across multiple client engagements while building and maintaining client relationships. Responsibilities + Helping clients streamline operations, automate tasks, and improve processes in their finance, regulatory reporting, fund accounting, portfolio monitoring and operations functions + Advising clients on tailored solutions for their reporting and infrastructure needs, while managing expectations regarding final deliverables and timing + Facilitating use of technology-based tools or methodologies to review, design and/or implement products and services + Building reports and dashboards leveraging market leading business intelligence tools + Defining data exchange requirements and coordinating loading data through ETL / API / SFTP + Gathering and analyzing client requirements, and configuring products and implementation to meet those requirements + Overseeing a team of business analysts and providing constructive on-the-job feedback + Preparing and presenting written and verbal materials such as reports, findings, and training + Assisting product leaders in developing product roadmaps A successful candidate would possess these skills: + Ability to work independently and collaborate as part of a team + Effective written and verbal communication skills + Meticulous attention to detail and quality of work product + Ability to build and sustain professional relationships + Ability to lead projects or workstreams + Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment + Strong interpersonal skills and professional demeanor + Ability to meet deadlines + Ability to mentor and provide clear guidance to others The team Our Finance Operate offering provides ongoing operation of the Finance function as an extension of the Finance Transformation Advise and Implement offering portfolio. Qualifications Required: + Bachelor's degree in Accounting, Finance, Management Information Systems, or related field + 5+ years of experience in investment management fund accounting, regulatory reporting, financial reporting or finance who comes with experience in streamlining reporting automation. + Background in the financial services. Areas of interest include, but are not limited to: + Investment Management Fund Accounting or Regulatory Reporting (Form PF, Form CPO-PQR, N-PORT, N-CEN etc.) + Fund Finance (Subscription, NAV, and Hybrid Facilities) / Asset-backed Lending + Strong interest in a career that combines technology, finance/accounting, and consulting + Experience with financial concepts and formulas + Strong comfort with Microsoft Excel + Experience in client-facing roles and managing client relationships + Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve. + Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Preferred: + MBA in Finance and Business Analytics. + Strong understanding of alternative investment industry + Experience and strong comfort with database systems and financial/accounting systems + Experience working with diverse projects and teams under tight timelines + Experience with borrowing base calculations + AI awareness and adoption for enhancing product and user experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $128,000-252,500. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.New York, NY355512New YorkNYNoneF7A60248EC7A4D7590242CDD39996FC1https://xerox.jobs/F7A60248EC7A4D7590242CDD39996FC123New YorkPublicis GroupeUnited StatesUSA2026-06-09 15:48:44**Company description** Starcom is the world's first standalone media agency, a storied innovator that continues to lead the way for many of the world's best brands. Starcom has long been the professional birthplace and proving ground for marketing leaders – CEOs, CMOs, sales leaders, and technology pioneers – and we continue to drive the industry with peerless talent and relentless innovation. From the start, we've known that achieving growth for our clients requires understanding and connecting with real people where they live and work, in ways they value. In an AI era, we remain ""Guided By Humanity,"" a phrase that describes our foundational belief that human expertise must remain in the driver's seat, supported by the best processes and technology. With our proprietary capabilities and Publicis Media's industry-leading resources and clout, we create ideas that move people and drive transformative business outcomes for brands. **Overview** **Who is Starcom:** With a history that dates back over 80 years, Starcom is a global communications planning and media leader. We are an agency still grounded in our founding principle that people are at center of all we do. Each day, we apply this belief to harness the transformative power of data and technology to inspire and move people and business forward. With more than 7,000 employees in over 100 offices around the world, Starcom partners with the world's leading marketers and brands, including Bank of America, Best Buy, Kellogg Company, McDonald's, Novartis, Samsung, Visa and more. **About This Role:** This is a unique opportunity to work as an embedded team member with our client, Warner Brothers Discovery, out of their Flatiron District office in New York City, gaining the kind of hands-on, brand-side experience that is rare in a traditional agency role. If you've ever wanted to see your paid social strategies come to life from the client's seat, this role puts you in that position while still being part of Starcom's broader network and career development opportunities. **What You'll Do:** The Paid Social specialist is a strategic evolution of the traditional Media Buyer. In an era where bidding and placements are increasingly automated by platform algorithms (e.g., Meta Advantage+), this role focuses on managing the inputs rather than the levers. You will be responsible for architecting the data signals, creative feedback loops, and business guardrails that allow AI-driven platforms to perform at their peak. You are the "pilot" of the machine, ensuring that automation remains aligned with complex business objectives and high-quality data. **Responsibilities** + **Algorithmic Steering:** Manage and optimize "black box" campaign types by shifting focus from manual bid adjustments to value-based signal management. + **Data Signal Hygiene:** Act as the primary owner of data integrity, monitoring the health of Conversion APIs (CAPI), offline conversion uploads, and pixel firing to ensure the AI is optimizing toward high-value business outcomes. + **Creative Performance Analysis:** Partner with creative teams to treat "Creative as Targeting." You will analyze which visual attributes drive algorithmic success and request specific assets to feed the AI’s learning phase. + **Constraint & Guardrail Management:** Implement and monitor brand safety controls, negative placements, and frequency caps to ensure AI spend does not deviate from brand standards. + **Anomaly Detection & Intervention:** Utilize automated reporting to identify performance "hallucinations" or spend inefficiencies, intervening manually when AI models over-scale or under-perform against KPIs. **Qualifications** + 3+ years of hands-on experience in paid digital media platforms (e.g. Meta Ads Manager, TikTok Ads Manager). + Deep understanding of the modern tracking landscape, including server-side tagging, first-party data strategies, and privacy-centric measurement. + Analytical mindset with the ability to translate "machine logic" into a human-readable strategy. + Proficiency in advanced data manipulation and "outside-the-platform" analysis. + Strong communication skills to act as a bridge between technical data sets and creative production teams. + Bachelor’s degree or higher preferred. **Additional information** Starcom is an Equal Opportunity Employer. Our employment decisions are made without regard to actual or perceived race, color, ethnicity, religion, creed, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, childbirth and related medical conditions, national origin, ancestry, citizenship status, age, disability, medical condition as defined by applicable state law, genetic information, marital status, military service and veteran status, or any other characteristic protected by applicable federal, state or local laws and ordinances. The Power of One starts with our people! To do powerful things, we offer powerful resources. Our best-in-class wellness and benefits offerings include: + Paid Family Care for parents and caregivers for 12 weeks or more + Monetary assistance and support for Adoption, Surrogacy and Fertility + Monetary assistance and support for pet adoption + Employee Assistance Programs and Health/Wellness/Comfort reimbursements to help you invest in your future and work/life balance + Tuition Assistance + Paid time off that includes Flexible Time off Vacation, Annual Sick Days, Volunteer Days, Holiday and Identity days, and more + Matching Gifts programs + Flexible working arrangements + 'Work Your World’ Program encouraging employees to work from anywhere Publicis Groupe has an office for up to 6 weeks a year (based upon eligibility) + Business Resource Groups that support multiple affinities and alliances The benefits offerings listed are available to U.S. based employees, are reviewed on an annual basis, and are governed by the terms of the applicable plan documents. Compensation Range: $75,050 - $120,159 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be July 31. If you require accommodation or assistance with the application or onboarding process specifically, please contact USMSTACompliance@publicis.com. All your information will be kept confidential according to EEO guidelines. Compensation Range: USD $75,050.00 - USD $120,159.00/Annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 7/25/2026.New York, NY152176New YorkNYNone3F888A13234142F9B949D1DBD4C20EF8https://xerox.jobs/3F888A13234142F9B949D1DBD4C20EF823New YorkPublicis GroupeUnited StatesUSA2026-06-09 15:48:35**Company description** Starcom is the world's first standalone media agency, a storied innovator that continues to lead the way for many of the world's best brands. Starcom has long been the professional birthplace and proving ground for marketing leaders – CEOs, CMOs, sales leaders, and technology pioneers – and we continue to drive the industry with peerless talent and relentless innovation. From the start, we've known that achieving growth for our clients requires understanding and connecting with real people where they live and work, in ways they value. In an AI era, we remain ""Guided By Humanity,"" a phrase that describes our foundational belief that human expertise must remain in the driver's seat, supported by the best processes and technology. With our proprietary capabilities and Publicis Media's industry-leading resources and clout, we create ideas that move people and drive transformative business outcomes for brands. **Overview** What You’ll Do: The Manager, Paid Social serves as the day‑to‑day steward of paid social campaign development, activation, and innovation. This role works closely with media strategy and client teams to translate high‑level marketing goals and media objectives into impactful, performance‑driven paid media campaigns across social platforms. The Manager is responsible for the daily leadership and development of a team of Analysts and Senior Analysts, balancing project management to ensure timely, high‑quality delivery with ongoing coaching, mentorship, and career development. This position is both strategic and hands‑on in scope, requiring deep paid social expertise and the ability to translate data into actionable insights and recommendations. The Manager partners closely with the Associate Media Director and Director to strengthen paid social thought leadership within the team and to help develop innovative strategies that consistently meet and exceed client business objectives. **Responsibilities** + Direct and manage the day‑to‑day workflow of paid social campaigns, including proposal development, campaign activation and ongoing maintenance, and post‑buy recaps + Partner cross‑functionally with Investment, Strategy, and Activation teams to respond to client briefs, develop strategic campaign plans, communicate service offerings, and collaboratively identify and deliver new solutions + Train, mentor, and develop Analysts and Senior Analysts, providing guidance on executional excellence, optimization approaches, and career growth + Compile and synthesize data across multiple social platforms, collaborating with the Analytics team to deliver weekly and monthly performance reporting, inclusive of insights, optimization recommendations, and future strategy considerations + Uphold established account management standards while continuously enhancing campaign best practices and operational rigor + Monitor emerging trends across social platforms, ad formats, and technologies, translating new developments into performance opportunities and client‑ready recommendations + Champion strong communication and collaboration within the paid social team and across the broader agency + Actively participate in and lead knowledge‑sharing sessions, contributing learnings, new approaches, and optimization strategies + Develop and execute action plans for achieving and measuring social media success, including defining KPIs, measurement frameworks, and optimization roadmaps + Advocate for the value of paid social by educating clients, partners, and internal teams on evolving capabilities, platform innovation, and best practices + Provide oversight and direction to a dedicated team of social media buyers, ensuring quality, consistency, and performance across all activations + Lead regular performance reviews and check‑ins, tracking results against KPIs and identifying opportunities for improvement + Guide optimization efforts through strategic refinements, testing initiatives, and the adoption of new platform features and capabilities + Create and deliver clear, compelling presentations for clients and internal stakeholders that articulate campaign strategy, performance results, and next‑step recommendations + Develop informed points of view on emerging technologies, trends, and opportunities within the social media landscape to support innovation and thought leadership **Qualifications** + Bachelor’s degree or higher preferred, ideally in marketing, advertising, business, engineering, statistics, economics, sociology, or a related field + 3+ years of directly relevant paid media experience, with a strong emphasis on paid social campaign development, execution, and optimization + 1+ years of hands‑on experience managing and optimizing campaigns across Facebook and Instagram, with experience in TikTokrequired; experience leveraging API‑based and/or self‑serve tools strongly preferred + Solid understanding of traditional and digital media planning principles, including audience targeting, budgeting, pacing, and measurement + Strong analytical skills, with the ability to interpret performance data and translate insights into actionable recommendations + Demonstrated organizational, problem‑solving, and communication skills, with the ability to manage multiple workstreams in a fast‑paced environment + Prior people management or leadership experience preferred, including coaching, mentoring, or project oversight + Proficiency in Microsoft Office, with intermediate to advanced Excel skills (e.g., formulas, pivot tables, data manipulation) + Resourceful, curious, and self‑motivated, with the ability to work independently while also thriving in a highly collaborative team environment **Additional information** Starcom is an Equal Opportunity Employer. Our employment decisions are made without regard to actual or perceived race, color, ethnicity, religion, creed, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, childbirth and related medical conditions, national origin, ancestry, citizenship status, age, disability, medical condition as defined by applicable state law, genetic information, marital status, military service and veteran status, or any other characteristic protected by applicable federal, state or local laws and ordinances. The Power of One starts with our people! To do powerful things, we offer powerful resources. Our best-in-class wellness and benefits offerings include: + Paid Family Care for parents and caregivers for 12 weeks or more + Monetary assistance and support for Adoption, Surrogacy and Fertility + Monetary assistance and support for pet adoption + Employee Assistance Programs and Health/Wellness/Comfort reimbursements to help you invest in your future and work/life balance + Tuition Assistance + Paid time off that includes Flexible Time off Vacation, Annual Sick Days, Volunteer Days, Holiday and Identity days, and more + Matching Gifts programs + Flexible working arrangements + 'Work Your World’ Program encouraging employees to work from anywhere Publicis Groupe has an office for up to 6 weeks a year (based upon eligibility) + Business Resource Groups that support multiple affinities and alliances The benefits offerings listed are available to U.S. based employees, are reviewed on an annual basis, and are governed by the terms of the applicable plan documents. Compensation Range: $75,050.00 - $120,159.00 Annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 7/6/2026. If you require accommodation or assistance with the application or onboarding process specifically, please contact USMSTACompliance@publicis.com. All your information will be kept confidential according to EEO guidelines. Compensation Range: USD $75,050.00 - USD $120,159.00/Annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 7/25/2026.New York, NY152179New YorkNYNone693A7416334642E39F0BDF4466DC3858https://xerox.jobs/693A7416334642E39F0BDF4466DC385823New YorkPublicis GroupeUnited StatesUSA2026-06-09 15:47:03**Company description** Present in over 100 countries and employing nearly 80,000 professionals, Publicis Groupe is the third largest communications group in the world. Publicis Groupe is listed on the Euronext Paris [FR0000130577] and is part of the CAC 40 index. Active across the entire value chain, Publicis Groupe offers its major clients a transversal, unified and fluid model allowing them access to all the Groupe’s tools and expertise around the world through the mantra "The Power of One. **Overview** **About Global Client Growth Practice:** Publicis Groupe, known for its world-renowned creativity, media scale and best in class technology, digital, data and consulting expertise, is world’s largest Agency Holding Company, powered by more than 98,000 creative minds in over 100 countries. In the last decade, the Groupe has invested more than any other holding company in data, commerce and technology. It has also undergone a profound transformation by scaling a new model connecting data, creativity, media and technology, This model is called the “Power of One” and gathers all the capabilities of the Groupe under one roof, putting clients at the core of the organization and breaking down all silos in the service of helping our clients transform their business and their marketing. **THE GLOBAL CLIENT GROWTH PRACTICE:** This role will sit within the America’s regional leadership office but will collaborate very closely with the Global Client Growth Practice (GCGP) – a team that sits at the core of the largest most exciting, highest growth potential clients in the Publicis Groupe. Its specific purpose is to generate profitable growth for the Groupe, partnering with some of the world’s leading brands and companies to help them transform to accelerate their growth. We deliver this through driving and delivering the Power of One, uniquely bringing together our capabilities in the service of their business, brands and people. With Global Clients hubbed and run from all corners of our business we connect all parts of our organisation in service to their growth. In this way we are a truly connected and globally minded team. We are also nimble, efficient, and consultative by our very definition. As **Program Manager, Client Health** , you will be responsible for the ongoing stewardship, enhancement, and expansion of our client health program. Your focus will be on maintaining program excellence, broadening participation across geographies, and continuously improving processes and outcomes. You will champion the adoption of new reporting solutions, harness AI to deepen insights, and refine both internal and external communications to maximize impact. This role requires strong leadership, strategic thinking, and the ability to foster collaboration across diverse teams and stakeholders **Responsibilities** + Program Maintenance & Enhancement: Oversee ongoing management and continuous improvement of the program, ensuring it remains aligned with organizational goals. + Account Stewardship: Provide tailored support to stakeholders, addressing unique needs and ensuring effective resolution of issues; serve as a key point of contact for stakeholders, facilitating regular updates, training sessions, and feedback loops + Regional Participation: Drive initiatives to broaden program participation across all regions, fostering engagement and adoption among diverse teams and stakeholders. + Reporting Solutions: Lead the implementation and optimization of new reporting tools and dashboards, ensuring timely, accurate, and actionable insights for stakeholders. + AI-Driven Insights: Leverage AI platforms and advanced analytics to enhance the depth and quality of client health insights, supporting data-driven decision-making. + Communications Excellence: Refine and standardize internal and external communications related to the program, ensuring clarity, consistency, and impact. + Governance & Compliance: Maintain rigorous governance of the program, ensuring ongoing compliance with established protocols and standards. + Risk Management: Proactively identify and advance risks or issues, collaborating with the Program Director and solution providers to resolve challenges efficiently. + CRM Database Management: Ensure the accuracy and integrity of CRM data, partnering with Epsilon and other teams to support communications and program delivery. + Partnership Development: Cultivate strong partnerships across the Groupe, collaborating to mine, conceptualize, and deliver insights to key clients **Qualifications** **Critical Skills:** + Demonstrated experience in program management, with a focus on ongoing improvement and stakeholder engagement. + Expertise in change management and driving organizational adoption of new processes and technologies. + Exceptional communication and interpersonal skills, with the ability to influence and engage at all levels. + Proficiency in CRM databases, reporting platforms (e.g., Power BI), and AI tools. + Strong analytical skills, with the ability to translate complex data into actionable insights. + Ability to thrive in a dynamic, fast-paced environment and manage competing priorities **Required Qualifications:** + 8 – 10 years’ experience in an operations role at a global marketing organization. + Successfully demonstrated ability in leading large enterprise initiatives to completion. + Deep enthusiasm and passion for strengthening how Publicis Groupe can better deliver on client needs in an ever-changing world + Experience working with a multitude of stakeholders and agencies across a large holding company role a plus **Additional information** Our Publicis Groupe motto “Viva La Différence” means we’re better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent. Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off. If you require accommodation or assistance with the application or onboarding process specifically, please contact USMSTACompliance@publicis.com . Compensation Range: $75,050.00 - $120,159.00 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 07/17/2026. All your information will be kept confidential according to EEO guidelines. \#LI-MB5New York, NY145702New YorkNYNoneF3CF6C9BE16F4E049B5D6E62B737AC61https://xerox.jobs/F3CF6C9BE16F4E049B5D6E62B737AC6123New YorkJPMorgan ChaseUnited StatesUSA2026-06-09 04:50:13At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New York,NY $28.85 - $39.90 / hourNew York, NY210755598New YorkNYNone59A1633149C3482EBDB7F239A0429241https://xerox.jobs/59A1633149C3482EBDB7F239A042924123New YorkMetaUnited StatesUSA2026-06-09 04:28:22 **Summary:** The Client Solutions Manager for Meta’s Global Business Group is a client-focused partner who puts our customers at the core of everything we do. This is a great opportunity to lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allows the individual to translate a business objective into an analysis framework, in order to provide effective data-driven consultative sales approach, and can prioritize competing workstreams and collaborate effectively with cross-functional teams to deliver against business goals. **Required Skills:** Client Solutions Manager Responsibilities: 1. Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners 2. Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.) 3. Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies 4. Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth 5. Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders 6. Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations 7. Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership 8. Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments 9. Oversee account operations (e.g. troubleshooting issues, account set up, etc.) 10. Work and collaborate with a wide group of internal cross-functional teams to project manage complex workstreams 11. Travel as needed **Minimum Qualifications:** Minimum Qualifications: 12. Advanced experience structuring and manipulating raw data into datasets for analysis 13. Expertise analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights 14. Demonstrated track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases 15. Demonstrated track record in leveraging data to develop broader prototyping solutions for the entire team 16. Demonstrated track record driving a book of business, increasing revenue and business performance 17. Experience delivering insights to both technical and non-technical audiences 18. Experience working with cross-functional teams 19. Experience influencing C-level executives and clients 20. Experience navigating ambiguity with agility to effectively lead complex and changing priorities 21. Proven understanding of the technology landscape 22. 12+ years of experience with online advertising/online media 23. Bachelor's degree in a relevant field (e.g., Business, Marketing, Analytics, or related field) **Preferred Qualifications:** Preferred Qualifications: 24. Knowledge and experience with data querying (e.g., SQL, advanced excel/Google Sheet) 25. Knowledge of SQL, relational databases, and/or statistical packages such as R, SAS, SPSS 26. Experience with business case modeling and market/opportunity sizing 27. Demonstrated ongoing AI skill development (e.g., prompt/context engineering, agent orchestration) and staying current with emerging AI technologies 28. Experience with Meta’s full suite of advertising solutions 29. Experience adhering to and implementing responsible, ethical AI practices (e.g., risk assessment, bias mitigation, quality and accuracy reviews) 30. Demonstrated ability to integrate AI tools to optimize/redesign workflows and drive measurable impact (e.g., efficiency gains, quality improvements) 31. Experience working cross-functionally with Product teams to improve products features and functionalities **Public Compensation:** $149,000/year to $219,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@meta.com.New York, NYa1KDp000000B9uAMASNew YorkNYNone971829846B164C068059E9BCD22B4E24https://xerox.jobs/971829846B164C068059E9BCD22B4E2423AlbanyDatavantUnited StatesUSA2026-06-09 03:11:32Datavant is the data collaboration platform trusted for healthcare. Guided by our mission to make the world’s health data secure, accessible and actionable, we provide critical data solutions for organizations across the healthcare ecosystem - including providers, health plans, researchers, and life sciences companies. From fulfilling a single patient’s request for their medical records to powering the AI revolution in healthcare, Datavanters are building the future of how data is connected and used to improve health. By joining Datavant today, you’re stepping onto a driven and highly collaborative team that is passionate about creating transformative change in healthcare. **What We’re Looking For:** The Manager, Client Success will be working with designated clients to ensure that all client business needs are met with a high degree of quality. The Manager, Client Success serves as a key partner for day-to-day client operations, helping to drive satisfaction, retention, and operational excellence throughout the client lifecycle. **What You Will Do:** + Serve as the primary point of contact for assigned clients, managing day-to-day needs and ensuring smooth delivery of services. + Lead and coach a team of account managers that service Datavant customers to ensure meeting format, communication and reporting are consistent. Serve as a key escalation point for issue resolution. + Develop a trusted advisor relationship with strategic accounts, overseeing execution across client engagements, including implementation, forecasting, project tracking, and issue resolution. + Collaborate with internal teams (sales, operations, product) to ensure alignment between client goals and Datavant’s solutions. + Support client success planning and identify opportunities to expand client engagement through additional products or services. + Partner with Client Success leadership to escalate and resolve complex client challenges. + Track and report on client performance metrics and service level agreements. + Help define and implement best practices for account management, reporting, and client communication. + Stay informed about industry trends and competitive developments to help guide clients effectively. + Learn the systems, processes, and technologies that support client delivery and actively suggest process improvements. **What You Will Bring to the Table:** + Bachelor’s degree or equivalent experience + 6+ years experience in client management, account management, or customer success roles + Experience working in the healthcare insurance and/or healthcare audit industry required + Demonstrated ability to prioritize and manage multiple projects at a time while paying strict attention to detail + Experience leading or mentoring team members. + Strong communication and presentation skills, with the ability to manage relationships across client and internal teams. + Demonstrated success in delivering client-focused solutions that meet business needs. + Excellent problem-solving, organization, and analytical skills. + Proficiency in project management and data tools. + Collaborative, flexible, and able to adapt quickly in a fast-paced environment. + Strong judgment and ability to manage competing priorities effectively. + Demonstrated ability to work within a diverse work group environment + Willingness to travel up to 15% of the time We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. The estimated total cash compensation range for this role is: $140,000—$152,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (https://www.datavant.com/eeo-commitment-statement) . Know Your Rights (https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal) , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren’t even able to see whether you’ve responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (https://peopleteam.datavant.com/portal/en/newticket?departmentId=248697000248790029&layoutId=248697000248795462) by selecting the ‘Interview Accommodation Request’ category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (https://app.tango.us/app/workflow/Greenhouse--Locating-Requisition-ID-2c7d618c8a8a423da4330ff12330695e) . Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy (https://www.datavant.com/privacy-policy) .Albany, NY7143New YorkNYNoneD114F16E262A4250BC1FAD4B0690B794https://xerox.jobs/D114F16E262A4250BC1FAD4B0690B79423PittsfordBank of AmericaUnited StatesUSA2026-06-09 02:53:58Private Wealth Management Client Associate Pittsford, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pittsford/Private-Wealth-Management-Client-Associate\_26019840) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pittsford/Private-Wealth-Management-Client-Associate\_26019840) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pittsford/Private-Wealth-Management-Client-Associate\_26019840) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pittsford/Private-Wealth-Management-Client-Associate\_26019840) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.Pittsford, NYJR-26019840New YorkNYNoneD11BEFC451E44FA8B6B50F144FBADCA6https://xerox.jobs/D11BEFC451E44FA8B6B50F144FBADCA623AlbanyOracleUnited StatesUSA2026-06-09 02:48:37**Job Description** Oracle’s Strategic Customer Engineering organization enables Oracle’s most strategic customers to successfully plan, acquire, and consume OCI services at scale. Our customers run mission-critical and AI-intensive workloads on Oracle Cloud, and our mission is to ensure customer growth plans are translated into predictable and executable technical outcomes. The Technical Delivery organization serves as the execution and delivery orchestration layer between Customer Management, Technical Demand, Capacity Management, Product, Engineering, Data Center Build, Networking, Operations, and regional delivery teams. The team is responsible for converting prioritized customer demand and capacity plans into executable delivery plans, dependency resolution, readiness tracking, risk mitigation, and fulfillment alignment for strategic customer programs. As a **Principal Technical Program Manager, Technical Delivery** , you will lead complex cross-functional delivery programs for Oracle’s most strategic OCI customers. You will apply experience in technical program management, cloud infrastructure delivery, customer engagement, operational execution, and stakeholder management to ensure strategic customer commitments are planned, tracked, governed, and delivered with predictability. You will regularly interact with leaders across Customer Management, Technical Demand, Capacity Management, Product, Engineering, Data Center Build, Networking, Operations, and Delivery organizations to ensure customer priorities, capacity plans, technical dependencies, and execution outcomes remain aligned. Strong communication skills, analytical capabilities, operational rigor, technical depth, and executive presence are required. Highly preferred: hands-on Data Center or network engineering background, with demonstrated ability to translate technical infrastructure dependencies into actionable delivery plans, risks, milestones, and executive-ready updates. **Responsibilities** + Lead complex technical delivery programs for Oracle’s strategic OCI customers and high-priority AI workloads. + Translate prioritized customer demand and capacity plans into executable delivery plans with clear milestones, owners, dependencies, risks, and success criteria. + Drive cross-functional execution across Customer Management, Technical Demand, Capacity Management, Product, Engineering, Data Center Build, Networking, Operations, vendors, colocation partners, and regional delivery teams. + Establish and manage delivery operating mechanisms, including program reviews, readiness checkpoints, dependency tracking, risk reviews, escalation forums, and leadership reporting. + Identify delivery risks, technical dependencies, capacity constraints, deployment blockers, vendor delays, and execution gaps early. + Develop mitigation plans, escalation paths, and decision frameworks to keep strategic customer commitments on track. + Partner with Technical Demand to ensure delivery execution is aligned with approved demand, customer priorities, planning assumptions, and fulfillment readiness. + Partner with Capacity Management and infrastructure teams to align delivery plans with capacity availability, deployment timelines, and operational readiness. + Support prioritization and tradeoff discussions involving competing customer commitments, technical dependencies, delivery constraints, and capacity limitations. + Provide clear visibility into delivery health, customer impact, risks, tradeoffs, blockers, and required decisions. + Drive accountability across matrixed teams by establishing clear ownership, timelines, action items, and follow-up mechanisms. + Improve Technical Delivery governance, tooling, dashboards, templates, metrics, and repeatable execution processes. + Work with geographically distributed teams across multiple regions and time zones. + Ensure strategic customer demand is positioned for successful, predictable, and timely technical delivery. Disclaimer: **Certain U.S. based or U.S. customer or client-facing roles may be required to comply with applicable requirements, such as immunization/occupational health mandates, and/or drug testing requirements.** **Range and benefit information provided in this posting are specific to the stated locations only** US: Hiring Range in USD from: $90,100 to $209,500 per annum. May be eligible for bonus and equity. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted. Career Level - IC4 **About Us** Only Oracle brings together the data, infrastructure, applications, and expertise to power everything from industry innovations to life-saving care. And with AI embedded across our products and services, we help customers turn that promise into a better future for all. Discover your potential at a company leading the way in AI and cloud solutions that impact billions of lives. True innovation starts when everyone is empowered to contribute. That’s why we’re committed to growing a workforce that promotes opportunities for all with competitive benefits that support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs. We’re committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_mb@oracle.com or by calling 1-888-404-2494 in the United States. Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans’ status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.Albany, NY335656New YorkNYNone23306F16508D4576A3D1A2915F069E14https://xerox.jobs/23306F16508D4576A3D1A2915F069E1423New York CitySiemensUnited StatesUSA2026-06-09 02:22:07**Job Family:** Buildings **Req ID:** 508624 **Position Location:** This role supports our Morristown, NJ branch location, which serves customers throughout the Brooklyn, Bronx, Queens, Long Island, greater northern New Jersey & New York City, NY Metro areas. Here at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering customers by combining the real and digital worlds. Improving how we live, work, and move today and for the next generation! We know that the only way a business thrives is if our people are thriving. That’s why we always put our people first. Our global, diverse team would be happy to support you and challenge you to grow in new ways. Who knows where our shared journey will take you? ** **     Our Smart Buildings help to create efficient, safe, adaptable, and responsible environments. Our aim isn’t just about improving buildings; it’s about creating perfect places that improve people’s lives.   **Transform** **the everyday** **with us** **!** Our **Client Service Managers** manage a portfolio of service agreements (through delivery) and are responsible for profit and loss of these agreements. As a Client Service Manager, ensuring the financial performance of our service agreements and customer satisfaction are critical to our success. You’ll be working directly with the customer to develop trusted-advisor relationships and recommend services and solutions. **As a** **Client Service Manager,** **you will:**    + Manage assigned service agreement accounts, driving to a financial target and outstanding customer satisfaction and retention + Balance time between on-site customer interactions and back-office responsibilities + Develop account strategies to achieve the customer’s business goals, leveraging the company’s entire service and product portfolio + Develop service delivery plans with the customer to provide service agreement scope of work + Identify customer needs and make prioritized recommendations for service agreement adds, upgrades, and escalations + Participate in the development of a master schedule to deliver service for all customers in the service area and lead quality assurance activities that will support service agreement renewals + Maintain excellent organizational and interpersonal skills **You will make an impact with these qualifications:**   _Basic Qualifications: _ _ _ + High school diploma or state-recognized GED + On-the-job experience working within: + The Building Technology industry + Engineering Fire Alarm systems + NICET Level 1 certification required + Experience with Microsoft Office and business software systems + Must be 21 years of age and possess a valid driver's license with limited violations; must meet eligibility requirements to participate in Siemens' fleet vehicle program + Legally authorized to work in the United States on a continual and permanent basis without company sponsorship _Preferred Qualifications:_ + NICET Level II preferred + Associate degree from a two-year/technical college or bachelor's degree + Previous background in installation, Inspections, troubleshooting, programming for Fire Alarm systems + Demonstrated experience in the building technology industry + NYC S98 certificate of fitness   **Ready to create your own journey?**  Join us today! **About Siemens** We are a global technology company focused on industry, infrastructure, transport, and healthcare. From more resource-efficient factories, resilient supply chains, and smarter buildings and grids, to sustainable transportation as well as advanced healthcare, we create technology with purpose adding real value for customers.   **Our Commitment to Equity and Inclusion in our Diverse Global Workforce** We value your unique identity and perspective. We are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society, while ensuring that we attract the best talent based on qualifications, skills, and experiences. We welcome you to bring your authentic self and transform the everyday with us. \#LI-BS1 \#Northeast-EREF \#VeteranCareers #TransitioningServiceMember #MilitarySpouse hvac controls, building controls, programming, hvac field technician, heating, ventilation, air conditioning, direct digital control, apogee, Desigo, Modbus, Tridium, Niagara, Alerton, commissioning, LonWorks, BACnet, DDC, BMS, building management, mechanical systems, system integration  **Curious to see what a Client Service Manager does every day?** Youtube Video (https://youtu.be/cjRbX0-qkfY?si=05etx7XQLqCBT5Qa) **You’ll Benefit From** Siemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here: https://www.benefitsquickstart.com/siemens/index.html The pay range for this position is $60,476 - $103,673 annually with a target incentive of 5% of the base salary. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location. **Organization:** Smart Infrastructure **Job Type:** Full-time **Category:** Customer ServicesNew York City, NY508624New YorkNYNoneCF5BBE5C3E9B45E8B7DDA151CC750373https://xerox.jobs/CF5BBE5C3E9B45E8B7DDA151CC75037323New YorkHSBCUnited StatesUSA2026-06-08 19:16:08Senior Project Manager-Client Change Management, Client Connectivity Location: New York, NY, US, 10001 Brand: HSBC Area of Interest: Commercial Banking Closing Date: Hybrid Worker Date: 8 Jun 2026 **Job description** In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share. We’re seeking a dynamic Senior Project Manager to join our Client Change Management team, part of Client Connectivity within Global Payment Systems. This role is ideal for someone who thrives at the intersection of technology and business, and is passionate about delivering seamless, innovative solutions for our diverse U.S. and global clients. You’ll lead the full project life cycle for new products, services, and systems, collaborating with stakeholders across business and technology to continually enhance the client experience. This is a high-impact role, working on complex, cross-border projects with both internal and external stakeholders. As our Senior Project Manager – Client Change Management, Client Connectivity, Global Payment Systems you will: + Lead end-to-end delivery of client change initiatives, including planning, execution, risk management, and issue resolution + Collaborate with business units and clients to gather requirements, define project scope, and set clear deliverables + Develop and maintain detailed project plans, timelines, and status reports, communicating progress to clients, internal stakeholders, and senior sponsors + Conduct user training sessions and prepare supporting documentation to ensure successful adoption and ongoing client satisfaction + Oversee the setup and onboarding of new financial products and connectivity solutions for clients + Coordinate with global and U.S.-based teams to ensure deliverables are met, acting as a central point of contact for the client + Design and execute system integration strategies, connecting new solutions with internal systems and third-party platforms (e.g., SWIFT, ISO 20022, APIs, host-to-host) + Work with clients to test payment and receivables files in industry-accepted formats, coordinating globally as required + Build and maintain strong client relationships, acting as a trusted advisor + Serve as a bridge between technical and non-technical teams, translating business needs into actionable technical requirements You'll likely have the following qualifications: + Proven experience in systems implementation and integration, preferably within the financial services sector + Strong project management skills with a track record of delivering projects on time and within scope + Project management certification (e.g., PMP, Prince2, Agile) is advantageous but not required + Technical proficiency in integration tools, APIs, and data mapping; familiarity with platforms such as JIRA, MS Project, or Confluence is a plus + Excellent communication, stakeholder management, and influencing abilities, including experience working with senior leaders + Analytical mindset with strong problem-solving and process optimization skills + Familiarity with U.S. compliance, data privacy, and security best practices + Experience working in a multicultural, global environment is highly valued As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Manhattan **Nearest Secondary Market:** New York CityNew York, NY46798New YorkNYNone4687291596E34965977565524F2FB01Ahttps://xerox.jobs/4687291596E34965977565524F2FB01A23New YorkJPMorgan ChaseUnited StatesUSA2026-06-07 05:52:01Join the Client Onboarding and Service (COS) organization, focused on providing a best-in-class experience to our clients and employees. We are seeking a highly talented candidate for a full-time position on our COS Business Management support team within the Finance & Business Management (F&BM) organization. Work with senior leadership to provide executive communication support, data visualization, and business performance analysis. As a Business Manager within the COS Business Management support team, you will coordinate and communicate information to support COS senior leadership, create high-quality executive presentations, and participate in planning key business initiatives. Your role involves providing data and reporting for business presentations, coordinating initiatives, and managing a team of business management analysts. **Job Responsibilities:** + Coordinate, collect, consolidate, and communicate information to support COS senior leadership. + Partner with business executives to create high-quality executive presentations and special topic storylines. + Participate in planning key business initiatives, framing strategy, and tracking execution. + Provide data and reporting for business presentations that distill complex ideas into actionable messages. + Coordinate initiatives with stakeholders and monitor outcomes for alignment with strategic objectives. + Articulate and document complex topics in executive-level communication for management meetings. + Assist in driving efficiencies and managing risks impacting finance and budgets. + Collaborate with functional leads to develop strategies for achieving organizational goals. + Identify cross-impacts, dependencies, and impediments to progress and address them. + Manage a team of business management analysts. + Foster open communication and manage complexity within the organization. **Required Qualifications, Capabilities, and Skills:** + Bachelor's degree with an emphasis in Finance or Business Management. + 8+ years of relevant work experience. + Excellent interpersonal and organizational skills with the ability to communicate at all organizational levels. + Ability to synthesize large amounts of information to tell a relevant story. + Strong experience in creating professional presentations for senior executives. + Demonstrated ability to manage tight delivery timelines and adapt to unexpected circumstances. + Experience in managing programs and strategic initiatives across multiple functions. + Self-directed with the ability to multi-task and maintain attention to detail. + Critical thinker with the ability to analyze information and provide sustainable solutions. + Energetic and results-oriented team player. + Experience with PowerPoint, Excel, SharePoint, Teams, and other workplace tools. **Preferred Qualifications, Skills, and Capabilities:** + Previous people management experience. **To be eligible for this role, you **must be authorized** to work in the United States. We **do not** offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).** JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $128,250.00 - $210,000.00 / yearNew York, NY210755607New YorkNYNone1660586355AB49F4B48D52E9D90BCEE8https://xerox.jobs/1660586355AB49F4B48D52E9D90BCEE823New YorkAllied UniversalUnited StatesUSA2026-06-07 00:25:52Allied Universal® is hiring a Security Account Manager for a Financial Client located in the Hudson Yards area of Manhattan. As an Account Manager, you are the driving force behind daily security operations, ensuring the safety and well-being of the people and places you protect. You will lead from the front—guiding, developing, and motivating your team of security officers and supervisors to deliver exceptional service. This is your opportunity to lead with purpose, make a real impact, and create a safer environment for those who count on you. **Why Join Allied Universal?** + **Career Growth:** Opportunities to advance within a global leader in security services + **Impactful Work:** Play a vital role in protecting people, property, and businesses + **Supportive Team:** Work with caring professionals dedicated to safety and excellence **RESPONSIBILITIES:** + **Manage scheduling:** Leverage AI-powered technology to effectively schedule security officers, meeting client contract hours while minimizing unbilled overtime + **Lead and Develop Security Teams:** Hire, coach and manage security officers and supervisors while overseeing payroll, performance, and employee relations + **Enhance Client Relationships:** Serve as the primary point of contact for clients, ensuring high-quality service that protects people and property + **Handle Security Incidents and Emergencies:** Respond to escalated issues professionally, coordinating with clients and internal teams + **Direct Compliance and Security Operational Excellence:** Oversee training, safety, and site operational standards as well as managing inventory (uniforms, equipment, and other essential supplies) **QUALIFICATIONS (MUST HAVE):** + High school diploma or equivalent + Must be former / retired police officer + Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment + Valid driver’s license if driving a company vehicle, or personal vehicle while conducting business + Minimum of two (2) years of experience in business operations, security management, or supervising teams in a fast-paced environment + Experience in leading, developing, and retaining a dynamic team while building positive client relationships + Knowledge of emergency preparedness, physical security protocols, risk assessments, and law enforcement coordination + Proven ability to evaluate situations, make sound independent decisions, and resolve conflicts in an efficient manner + Proficiency in web-based applications and computer systems, including Microsoft Office + Ability to communicate effectively with clients and employees while managing multiple projects and driving operational excellence + Financial acumen; able to manage staffing levels while minimizing non-billed overtime and managing turnover costs; planning and organizing skills to control costs related to inventory (uniforms, equipment, etc.) **PREFERRED QUALIFICATIONS (NICE TO HAVE):** + College degree in Business Administration or a law enforcement-related field + Law enforcement, military, and/or contract or proprietary security services, or facility management experience + American Society of Industrial Security (ASIS), International Certified Protection Professional (CPP) certification + Previous payroll, billing, or scheduling experience + Aptitude with security systems: CCTV, access control, and badge administration + Graduate of certified public safety academy (e.g., Law Enforcement, Firefighter/Paramedic, Corrections Officer) **BENEFITS:** + Medical, dental, vision, basic life, AD&D, and disability insurance + Enrollment in our company’s 401(k)plan, subject to eligibility requirements + Eight paid holidays annually, five sick days, and four personal days + Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Salary: $125,000 / year **Job ID:** 2026-1607607 **Location:** United States-New York-New York **Job Category:** Account Manager, ManagementNew York, NY2026-1607607New YorkNYNone41624D9B1FE94F95813E642E311D5D9Ahttps://xerox.jobs/41624D9B1FE94F95813E642E311D5D9A23New YorkAllied UniversalUnited StatesUSA2026-06-07 00:25:52Allied Universal® is hiring a Security Account Manager for a Global Financial Client located in the Times Square area of Manhattan. As an Account Manager, you are the driving force behind daily security operations, ensuring the safety and well-being of the people and places you protect. You will lead from the front—guiding, developing, and motivating your team of security officers and supervisors to deliver exceptional service. This is your opportunity to lead with purpose, make a real impact, and create a safer environment for those who count on you. **Why Join Allied Universal?** + **Career Growth:** Opportunities to advance within a global leader in security services + **Impactful Work:** Play a vital role in protecting people, property, and businesses + **Supportive Team:** Work with caring professionals dedicated to safety and excellence **RESPONSIBILITIES:** + **Manage scheduling:** Leverage AI-powered technology to effectively schedule security officers, meeting client contract hours while minimizing unbilled overtime + **Lead and Develop Security Teams:** Hire, coach and manage security officers and supervisors while overseeing payroll, performance, and employee relations + **Enhance Client Relationships:** Serve as the primary point of contact for clients, ensuring high-quality service that protects people and property + **Handle Security Incidents and Emergencies:** Respond to escalated issues professionally, coordinating with clients and internal teams + **Direct Compliance and Security Operational Excellence:** Oversee training, safety, and site operational standards as well as managing inventory (uniforms, equipment, and other essential supplies) **QUALIFICATIONS (MUST HAVE):** + High school diploma or equivalent + Law enforcement, military, and/or contract or proprietary security services, or facility management experience + Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment + Valid driver’s license if driving a company vehicle, or personal vehicle while conducting business + Minimum of two (2) years of experience in business operations, security management, or supervising teams in a fast-paced environment + Experience in leading, developing, and retaining a dynamic team while building positive client relationships + Knowledge of emergency preparedness, physical security protocols, risk assessments, and law enforcement coordination + Proven ability to evaluate situations, make sound independent decisions, and resolve conflicts in an efficient manner + Proficiency in web-based applications and computer systems, including Microsoft Office + Ability to communicate effectively with clients and employees while managing multiple projects and driving operational excellence + Financial acumen; able to manage staffing levels while minimizing non-billed overtime and managing turnover costs; planning and organizing skills to control costs related to inventory (uniforms, equipment, etc.) **PREFERRED QUALIFICATIONS (NICE TO HAVE):** + College degree in Business Administration or a law enforcement-related field + American Society of Industrial Security (ASIS), International Certified Protection Professional (CPP) certification + Previous payroll, billing, or scheduling experience + Aptitude with security systems: CCTV, access control, and badge administration + Graduate of certified public safety academy (e.g., Law Enforcement, Firefighter/Paramedic, Corrections Officer) **BENEFITS:** + Medical, dental, vision, basic life, AD&D, and disability insurance + Enrollment in our company’s 401(k)plan, subject to eligibility requirements + Eight paid holidays annually, five sick days, and four personal days + Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Salary: $99,840 / year **Job ID:** 2026-1607613 **Location:** United States-New York-New York **Job Category:** Account Manager, ManagementNew York, NY2026-1607613New YorkNYNoneF23398788BDC486AA977E067D9C2F70Dhttps://xerox.jobs/F23398788BDC486AA977E067D9C2F70D23New YorkMetaUnited StatesUSA2026-06-06 06:18:09 **Summary:** The Client Solutions Manager for Meta’s Global Business Group is a strategic client partner who drives solutions who puts our customers at the core of everything we do. This is an opportunity to lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allow the individual to translate a business objective into an analysis framework, in order to provide data-driven consultative sales approach, and can effectively prioritize and deliver against business goals in a collaborative, fast-paced environment delivering against business goals. **Required Skills:** Client Solutions Manager Responsibilities: 1. Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners 2. Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.) 3. Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies 4. Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth 5. Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders 6. Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations 7. Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership 8. Drive proactive media and measurement strategy, implementation, and optimizations to increase performance and investments 9. Oversee account operations (e.g. troubleshooting issues, account set up, etc.) 10. Work and collaborate with a wide group of internal cross-functional teams to project manage complex workstreams 11. Travel as needed **Minimum Qualifications:** Minimum Qualifications: 12. Advanced experience structuring and manipulating raw data into datasets for analysis 13. Expertise analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights 14. Demonstrated track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases 15. Demonstrated track record in leveraging data to develop broader prototyping solutions for the entire team 16. Demonstrated track record driving a book of business, increasing revenue and business performance 17. Experience delivering insights to both technical and non-technical audiences 18. Experience working with cross-functional teams 19. Experience influencing C-level executives and clients 20. Experience navigating ambiguity with agility to effectively lead complex and changing priorities 21. Proven understanding of the technology landscape 22. 8+ years of experience with online advertising/online media 23. Bachelor's degree in a relevant field **Preferred Qualifications:** Preferred Qualifications: 24. Knowledge of SQL, relational databases, and/or statistical packages such as R, SAS, SPSS 25. Knowledge and experience with data querying (e.g., SQL, advanced excel/GSheet) 26. Demonstrated ongoing AI skill development (e.g., prompt/context engineering, agent orchestration) and staying current with emerging AI technologies 27. Experience adhering to and implementing responsible, ethical AI practices (e.g., risk assessment, bias mitigation, quality and accuracy reviews) 28. Experience with business case modeling and market/opportunity sizing 29. Experience with Meta’s full suite of advertising solutions 30. Experience working cross-functionally with Product teams to improve product features and functionalities 31. Demonstrated ability to integrate AI tools to optimize/redesign workflows and drive measurable impact (e.g., efficiency gains, quality improvements) **Public Compensation:** $112,000/year to $175,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@meta.com.New York, NYa1KDp000000B9qNMASNew YorkNYNone5B1CA3D09ACB454F8E54B7D9B0C8A71Fhttps://xerox.jobs/5B1CA3D09ACB454F8E54B7D9B0C8A71F23New YorkMetaUnited StatesUSA2026-06-06 06:18:04 **Summary:** The Client Solutions Manager for Meta’s Global Business Group is a professional with proven experience in scoping, developing and implementing strategies and plans that increase impact, putting our customers at the core of everything we do. This is an opportunity to build and manage key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement for Meta's top advertisers. With a proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop client relationships and drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allow the individual to translate a business objective into an analysis framework, in order to provide data-driven consultative sales solutions data-driven consultative sales solutions. **Required Skills:** Client Solutions Manager Responsibilities: 1. Act as a product & insights expert, in partnership with Client Partner, to identify and implement marketing solutions that drive measurable business results for our partners 2. Build and manage relationships with key clients and agency partners 3. Craft narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders 4. Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations 5. Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership 6. Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments 7. Oversee account operations (e.g. troubleshooting issues, account set up, etc.) 8. Work and collaborate with diverse group of internal cross-functional teams to project manage complex workstreams 9. Travel as needed **Minimum Qualifications:** Minimum Qualifications: 10. Advanced experience structuring and manipulating raw data into datasets for analysis 11. Expertise analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights 12. Proven track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases 13. Experience delivering insights to both technical and non-technical audiences 14. Experience working with diverse set of cross-functional teams 15. Experience influencing executive level clients 16. 5+ years of experience in online advertising/online media **Preferred Qualifications:** Preferred Qualifications: 17. Knowledge and experience with data querying (e.g., SQL) 18. Demonstrated ability to integrate AI tools to optimize/redesign workflows and drive measurable impact (e.g., efficiency gains, quality improvements) 19. Experience working cross-functionally with Product teams to improve product features and functionalities 20. Demonstrated ongoing AI skill development (e.g., prompt/context engineering, agent orchestration) and staying current with emerging AI technologies 21. Experience adhering to and implementing responsible, ethical AI practices (e.g., risk assessment, bias mitigation, quality and accuracy reviews) 22. Knowledge of statistics and experience with statistical packages as R, SAS, SPSS 23. Experience with Meta’s full suite of advertising solutions 24. Experience with business case modeling and market/opportunity sizing **Public Compensation:** $87,000/year to $131,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@meta.com.New York, NYa1KDp000000BA4KMAWNew YorkNYNone661A88132EF24C7582BB3040E23AA69Dhttps://xerox.jobs/661A88132EF24C7582BB3040E23AA69D23New YorkBank of AmericaUnited StatesUSA2026-06-06 05:16:55Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26019515) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26019515) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26019515) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26019515) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.New York, NYJR-26019515New YorkNYNone4991DBC4517B4D89BBA18103690FE4C3https://xerox.jobs/4991DBC4517B4D89BBA18103690FE4C323Saratoga SpringsBank of AmericaUnited StatesUSA2026-06-06 05:16:55Wealth Management Client Associate Saratoga Springs, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Saratoga-Springs/Wealth-Management-Client-Associate\_26019682) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Saratoga-Springs/Wealth-Management-Client-Associate\_26019682) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Saratoga-Springs/Wealth-Management-Client-Associate\_26019682) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Saratoga-Springs/Wealth-Management-Client-Associate\_26019682) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.Saratoga Springs, NYJR-26019682New YorkNYNone948AF2F8DC754AB28176433A5A421A10https://xerox.jobs/948AF2F8DC754AB28176433A5A421A1023NEW YORKDow JonesUnited StatesUSA2026-06-05 23:46:46+ Job Description **About the Team:** Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and live events. Dow Jones has produced unrivaled quality content for more than 130 years and today has one of the world's largest news-gathering operations globally. It is home to leading publications and products including the flagship Wall Street Journal, America's largest newspaper by paid circulation; Barron's, MarketWatch, Mansion Global, Financial News, Investor's Business Daily, Factiva, Dow Jones Risk & Compliance, Dow Jones Newswires, OPIS and Chemical Market Analytics. Dow Jones is a division of News Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV). **About the Role:** Our client Success Group is a team of post-sales experts who work with Wall Street Journal Barron's Group advertising and events clients to ensure smooth and successful execution of our multifaceted programs. The Client Success team is the engine that drives WSJ BG's work with momentum and efficiency. Sitting at the nexus between clients, sales and execution, the team will be experts at synthesizing client and internal intelligence to successfully deliver high performing programs. **You Will:** + Serve as the single point of contact for clients through the build and launch phases of large, multifaceted advertising programs, proactively managing complex scenarios and knowing when to escalate challenges to management + Work directly with the leadership to develop skillset and capability, aiming to support campaigns and programs of increasing complexity throughout tenure with the end goal of independently supporting complex clients and programs. + Continue to build and maintain strong, long-lasting client relationships in the post-sale phase of assigned projects, positively representing both the sales lead and organization through every client touchpoint + Launch all contracted deliverables across WSJ BG's robust product suite including custom content, live journalism, research, custom ad units, social, newsletters, podcasts, editorial sponsorships and more. + Coordinate across key internal stakeholders to ensure delivery of program elements. Leverage internal experts to guide clients in their decision making process, ensuring milestones are met across all deliverables. Ensure all internal stakeholders are supporting a flawless client experience. Work cross functionally to offer strategic solutions to clients when challenges and problems arise. + Ensures successful client touch points through well communicating client scheduling, thoroughly prepared and socialized agendas, concise conversation recaps inclusive of recommendations and next steps for clients and internal stakeholders. + Serve as WSJ BG's product ambassadors by developing a comprehensive understanding of the advertising and event product suite. Leverage a deep understanding of both the media industry and a client's business vertical to make informed strategic recommendations for successful program management. + Thoroughly leverage WSJ BG's project management system to ensure timelines are coordinated and internal and external dependencies understood. Communicate milestones status to client and internal stakeholders. + Assess and coordinate the project from a deal health and margin perspective for programs in post-sale. + Maintain and uphold the integrity of the brand, always upholding our reputation and creative values. **You Have:** + 3+ years of relevant experience + Understanding of media performance metrics and custom brand research studies. + Solution-minded, always looking for ways to improve efficiency. + Experience navigating complex matrix company. **Our Benefits:** + Comprehensive Healthcare Plans + Paid Time Off + Retirement Plans + Comprehensive Medical, Dental and Vision Insurance Plans + Education Benefits + Paid Maternity and Paternity Leave + Family Care Benefits + Commuter Transit Program + Subscription Discounts + Employee Referral Program + \#LI-Hybrid **Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status or any other protected characteristic under applicable law. EEO/Disabled/Vets **Reasonable Accommodation** We are committed to providing reasonable accommodation for qualified individuals with disabilities in our job application and/or interview process. If you need assistance or accommodation in completing your application or participating in an interview due to a disability, email us at talentresourceteam@dowjones.com. Please put "Reasonable Accommodation" in the subject line and provide a brief description of the type of assistance you need. This inbox will not be monitored for application status updates. Please refer to the privacy notice at the bottom of this page for submitting any data access, deletion, or other data subject rights requests, where permitted under your local laws and regulations. **Business Area: Dow Jones - Media Sales** **Job Category: Sales** **Union Status:** **Union role** **Base Pay Range: $90,000 - $120,000** **We’re committed to offering competitive and flexible compensation to attract top talent. This pay range reflects our good faith estimate for the role and may vary based on a candidate’s experience, skills, location, and other relevant factors.** **For bonus-eligible roles, targets are determined based on multiple considerations, including market benchmarks and individual contributions.** **For benefits-eligible roles, we offer a comprehensive and competitive benefits package covering health, retirement, wellbeing, and more, along with optional benefits to meet the diverse needs of our employees.** **Since 1882, Dow Jones has been finding new ways to bring information to the world’s top business entities. Beginning as a niche news agency in an obscure Wall Street basement, Dow Jones has grown to be a worldwide news and information powerhouse, with prestigious brands including The Wall Street Journal, Dow Jones Newswires, Factiva, Barron’s, MarketWatch and Financial News.** **This longevity and success is due to a relentless pursuit of accuracy, depth and innovation, enhanced by the wisdom of past experience and a solid grasp on the future ahead. More than its individual brands, Dow Jones is a modern gateway to intelligence, with innovative technology, advanced data feeds, integrated solutions, expert research, award-winning journalism and customizable apps and delivery systems to bring the information that matters most to customers, when and where they need it, every day.** **Req ID: 53449**New York, NY53449New YorkNYNone745462E2DE8B4D6686EA9A8EF749C3DEhttps://xerox.jobs/745462E2DE8B4D6686EA9A8EF749C3DE23GetzvilleCitigroupUnited StatesUSA2026-06-05 06:19:49Job Description: **First Line Client Specialist** Exciting opportunity to grow your career. **First Line Client Specialist sits within the Client Facilitation Team within Global Market Operations, with dual accountability to the designated sales product or regional head** Role / Team Overview: This is a position for an individual who applies in-depth disciplinary knowledge to drive the development of new techniques and the continuous improvement of processes and workflows. The ideal candidate will integrate subject matter and industry expertise to remove administrative burdens from the sales team, allowing them to concentrate on value-add client engagement. The successful candidate will act as a key escalation point for sales and client issues, diagnosing root causes, and driving both tactical and strategic solutions. This position is integral to the desk's success, with input deemed essential for all pre- and post-trade processes. **What you'll be doing:** Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle. Improving the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues Remove the administrative burden from sales enabling the salesforce to focus on true value add and client engagement **Key Responsibilities** + Proactively mitigating client impact whilst enhancing the client experience, ensuring client set-up is accurate and right first time (eCommerce, Risk or Operational Platforms) + Lead and manage the end-to-end onboarding and maintenance of high-value clients, ensuring new or existing accounts are prioritized and set -up in a timely fashion. + Diagnose the root causes as issues arise and identify both tactical and strategic solutions -owning the delivery + Spearhead investigations and implement robust processes to prevent future errors, enhancing operational reliability and transforming operational expertise into strategic value. + Proactively support the sales team to manage the ‘First Line of Defense,’ including monitoring desk controls, minimizing credit line breaches, and ensuring credit facilities are sufficient and maintained to support trading. + Ensure pre and post-trade processes are managed efficiently and effectively, including prompt resolution of booking issues, settlement issues, and margin disputes. + Act as a point of escalation and own resolution of operational issues between sales, client and support functions + Identify opportunities to reduce manual intervention and improve STP **Knowledge/Experience:** + 1-2 years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or, + Understanding of Markets Products or Financial Degree + Some experience working in a financial organization may help **Skills** + Proficient with Microsoft Office, Bloomberg or credit risk and settlement systems + Excellent interpersonal and communication skills + Superior quantitative / problem-solving skills + Some knowledge of the FX product, clients and business **Qualifications:** + Bachelor’s degree (or equivalent) + For some locations, fluency in native language may be preferred **Competencies:** + Self-motivated, innovative, results-oriented individual + Highly organized individual with special attention to detail + Strong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given time + Ability to work effectively both individually and within a team environment, and to interact professionally with other departments **Candidates up to and including the Assistant Vice President (AVP) level will be considered.** **Any internal candidates will transfer with their current title** ------------------------------------------------------ **Job Family Group:** Institutional Sales ------------------------------------------------------ **Job Family:** Investor Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Getzville New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $70,080.00 - $105,120.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jun 10, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) ._ _View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.Getzville, NY26968525New YorkNYNoneD03978E2CB1C48129AFCEFFCAC81577Fhttps://xerox.jobs/D03978E2CB1C48129AFCEFFCAC81577F23New York CityCBREUnited StatesUSA2026-06-04 06:19:13**About the Role:** As a CBRE Client Care Director, you will oversee themanagement of a team responsible for the achievement of strategic goals anddeliverables for a client or set of clients within small to medium real estateportfolios. This job is part of the Client Services Job Function.They are responsible for providing daily advice and support to clients thatneed assistance with business products and services. **What You'll Do:** + Develop and maintain robust governance frameworks providing clear structure for managing client engagement across all levels - Client Account Leads (CALs), Operational Leads, and Global Functions. + Establish formal communication channels to promote regular, structured dialogue between CBRE IA&R and its clients, ensuring timely information flow, issue resolution, and continuous improvement. + Create clear escalation protocols to ensure challenges are identified proactively and addressed appropriately, minimizing service disruptions and maintaining client trust. + Provide guidance and oversight for client governance meetings managed by CALs. + Offer templates, agendas, and best practices to guide governance meetings, ensuring discussions are aligned with service performance reviews, strategic priorities, and emerging client needs. + Facilitate regular performance updates, including progress against service delivery metrics, survey results, and KPIs. + Oversee end to end KPI process. Analyze results and liaise with internal teams on remediation, as needed. + Lead client survey process. Analyze results and coordinate with CALs to communicate insights to clients. + Maintain Action Plan templates and best practices to address major service concerns, and support CALs in execution. + Identify issues impacting client engagements, CAL performance, or client-related processes. Partner with internal stakeholders to craft solutions, drive business alignment, and transition responsibilities to designated stakeholders. + Maintain secure storage and accessibility of all post-sales documentation related to the client engagement, including contracts and client management performance reports. + Oversee quarterly fee administration process including fee calculations, client approvals, invoicing & collections. + Provide input into pricing analyst time for large / complex new deals. + Continue to embed Onspring & Replicon into business processes to drive adoption & value. + Partner with onboarding team for client management related set-up activities including contract map, fee calculator, KPI configuration, client survey, and governance framework. + Provide formal supervision to employees. Monitor the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees. + Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed. + Maintain and achieve financial, operational, and other measures as defined in deliverables and KPIs. + Lead by example and model behaviors that are consistent with CBRE RISE values. Persuade managers and other colleagues to act while being guided by the organization's functional business plans. Negotiate with external partners, vendors, and customers of divergent interests to reach a common goal. + Identify and solve multi-dimensional, complex, operational, and organizational problems leveraging the appropriate resources within or outside the department. + Significantly improves and changes existing methods, processes, and standards within job discipline. **What You'll Need:** + Bachelor's Degree preferred with 10+ years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. + Relationship management skills to enable to partner with internal and external stakeholders so can achieve project success and work through any challenges. + Knowledge of the alternative investments fund industry, including familiarity with jargon, strongly preferred. + Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention is preferred. + Ability to lead the exchange of sensitive, complicated, and difficult information, convey performance expectations, and handle problems. + Leadership skills to set, manage and achieve targets with a direct impact on multiple departments results within a function. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Expert organizational skills and an advanced inquisitive mindset. CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for this position is $160,000 annually and the maximum salary for this position is $180,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program. Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)New York City, NY276449New YorkNYNoneA4EC0EF01824471FBF226FAF078330E7https://xerox.jobs/A4EC0EF01824471FBF226FAF078330E723HuntingtonJPMorgan ChaseUnited StatesUSA2026-06-04 04:38:01At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Huntington,NY $28.85 - $39.90 / hourHuntington, NY210754904New YorkNYNone48669C0BAE8E4A3ABF2B05216916241Bhttps://xerox.jobs/48669C0BAE8E4A3ABF2B05216916241B23Long BeachJPMorgan ChaseUnited StatesUSA2026-06-04 04:38:01At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Long Beach,NY $28.85 - $39.90 / hourLong Beach, NY210754930New YorkNYNone8F982D072DAE48F1908B544B309BFBD0https://xerox.jobs/8F982D072DAE48F1908B544B309BFBD023TarrytownCitizensUnited StatesUSA2026-06-04 02:52:59 Description As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues. Ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for exercising discretion and applying independent judgement with respect to matters of significance on a daily basis. Primary responsibilities include + Hire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid/year-end reviews, etc.) + Develop and implement new career path roles and opportunities within Client Service + Partner with Wealth Managers to understand their business and pipeline in order to help optimize best practices and implement appropriate support models + Identify, escalate and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies and harmonize workflows and expectations across the firm + Assist with the onboarding and integration of new Advisor Teams + Handle day to day questions and manage the escalation of “sensitive and timely” issues (client complaints, fraud, KYC red flags) + Perform duties and responsibilities as required Qualifications, Education, Certifications and/or Other Professional Credentials + Required Qualifications + 5+ years of related experience + BS/BA degree in Business, Finance or related field or equivalent experience + Series 7/66 Licenses required + Series 9/10 or 24 highly preferred (must obtain within 90 days of employment) + Excellent communication and interpersonal skills + Strong presentation skills + Proven self-starter with the ability to think and work autonomously + Ability to work with a sense of ambiguity + Ability to collaborate with internal partners + Excellent written and verbal skills with careful attention to detail + Proficient in Microsoft office applications with an intermediate to expert skill level in Excel and PowerPoint + Preferred Qualifications + Experience with platform implementation preferred + Project management experience preferred Pay Transparency The salary range for this position is $145,000 - $180,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits . Hours & Work Schedule + Hours per Week: 40 + Work Schedule: Monday - Friday #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 06/26/2026Tarrytown, NY43793New YorkNYNone8EADEF21467A426EB464027065AEC4E8https://xerox.jobs/8EADEF21467A426EB464027065AEC4E823NEW YORKCohnreznick LLPUnited StatesUSA2026-06-03 07:20:48Job Description As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Manager to join the team in our New York office. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week. YOUR TEAM. This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. We work with clients to help them achieve their goals around complex financial matters tied to their business, individual and familial needs. The right candidate will own the attributes of executive presence and emotional intelligence, as well as having a growth mindset. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Reviews trust, personal, partnership and S Corp tax returns not requiring advanced expertise Reviews amended tax returns not requiring advanced expertise Responds to tax notices and does initial drafts of any related correspondence required Works on client matters while maintaining confidentiality Possesses the technical knowledge sufficient to train and supervise entry-level associates Establishes proficiency at tax research, including knowledge of the reference sources available to the Firm Acquires the skills necessary to develop quality client relationships and loyalty Develop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity. Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics. Gain the respect and confidence of the CohnReznick team through effective client management, timely and accurate communication, and clear and concise team direction. Prepare timely and accurate bills for professional services rendered. YOUR EXPERIENCE. The successful candidate will have: Education: BS/BA accounting; CPA required Minimum 8+ years tax & accounting experience in public accounting Excellent analytical, technical, and auditing skills including knowledge in US GAAP, GAAS, and PCAOB rules and standards Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Strong leadership, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills Computer expertise including knowledge of audit-preparation software and an understanding of the impact of technology St ong reseNew York, NYNY1647932New YorkNYNoneA867CAF0356F4D17855E5ECDBADDE676https://xerox.jobs/A867CAF0356F4D17855E5ECDBADDE67623VALLEY STREAMMed-MetrixUnited StatesUSA2026-06-03 07:20:28Job PurposeThe Director, Client Management will oversee the operational structure and implementation of the Denial Management client service operational requirements, responding to the client and business needs impacting the performance Divisions work product. This position will define and manage process review related to improving operational outcomes, recommendations for efficiencies, and staff performance to ensure efficient functioning of day-to-day business processes. Duties and Responsibilities * Oversee Client Managers to ensure organizational goals are appropriately prioritized and defined * Help define and improve the internal processes of the department * Define and oversee revenue cycle performance goals and metrics * Utilize domain knowledge and feedback from internal and external sources to ensure all needs related to Claim and Authorization Denials are met * Help innovate solutions, effectively target, identify, and manage inventory * Manage additions and/or reallocation of current staff/processes to ensure client needs are being addressed * Define client-centric projects and ensure the evolving AR goals of the client and business are met * Assist with the design and development of projects tailored towards meeting broad industry and local client needs within IT infrastructure * Implement strategies to improve performance, increase client revenue, and ongoing satisfaction * Ensure preparedness for client meetings * Communicate issues which require technical and/or business attention to upper management * Ensure compliance with applicable laws and regulatory standards * Advocate for positive changes to department workflow and staffing which can improve outcomes * Provide leadership, mentorship, and guidance to department managers and supervisors * Other duties as assigned * Use, protect and disclose patients protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards * Understand and comply with Information Security and HIPAA policies and procedures at all times * Limit viewing of PHI to the absolute minimum as necessary to perform assigned dutiesQualifications * Bachelors degree in a related field * 7+ years of experience in hospital revenue cycle roles * 5+ years of experience as a director, or similar role overseeing staff, within hospital revenue cycle industry * Background and familiarity with various Hospital Accounting and EMR Systems * Solid ability to analyze, interpret and present data in meaningful ways * Experience managing and overseeing denials programs preferredWorking Conditions * Must possess a smart-phone or electronic device capable of downloading applications, for multifactor authentication and security purposes. * Physical Demands: While performing the duties of this job, the employee is occasionally required to move around the work area; Sit; perform manual tasks; operate tools and other office equipment such as computer, computer peripherals and telephones; extend arms; kneel; talk and hear. * Mental Demands: The employee must be able to follow directions, collaborate with others, and handle stress. * Work Environment: The noise level in the work environment is usually minimal. Med-Metrix will not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, veteran status, other non-merit based factors, or any other characteristic protected by federal, state or local law.Valley Stream, NYNY1648236New YorkNYNoneA11BD767ED9A41BF9A084C828BF85644https://xerox.jobs/A11BD767ED9A41BF9A084C828BF8564423Forest HillsJPMorgan ChaseUnited StatesUSA2026-06-03 03:03:08At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Forest Hills,NY $28.85 - $39.90 / hour; Fresh Meadows,NY $28.85 - $39.90 / hourForest Hills, NY210754561New YorkNYNoneE6048D26A44E416B9CD3A58D8370B022https://xerox.jobs/E6048D26A44E416B9CD3A58D8370B02223NEW YORKDeutsche BankUnited StatesUSA2026-06-02 07:19:25Job Description:Job Title Client Transition Management SpecialistCorporate Title Assistant Vice PresidentLocation New York, NY Overview:This is a cross product role responsible for ensuring that client integration onto the Deutsche Bank Workflow Solutions offering is delivered accurately and within deadline. This person will also be the first point of contact for our external clients from inception to go-live. They will be providing the clients first impression of Deutsche Bank. What We Offer You * Adiverse and inclusive environment that embraces change, innovation, and collaboration * A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days * Employee Resource Groups support an inclusive workplace for everyone and promote community engagement * Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits * Educational resources, matching gift, and volunteer programs What You'll Do * Define business requirements with Workflow Solution / Emerging Market Sales teams prior to initiating the onboarding process (e.g market requirements, execution channels, reporting requirements etc.) * Manage the delivery of Workflow Solution / Emerging Market Sales requests through the Know Your Client Credit, Legal, Information Technology, and Operations processes * Manage the prioritisation of the client pipeline with Workflow Solution / Emerging Market business owners * Concurrently coordinate the Legal, Credit and Compliance sign offs across global jurisdictions (Asia, EMEA and Americas) as part of the onboarding process * Educate clients on global jurisdictional nuances (operational trade flow, regulatory reporting, instruction cut-off times etc.) and respectively manage client's expectations in line with between Deutsche Bank capabilities * Visit clients with Workflow Solution / Emerging Market Sales teams as part of the sales pitch process * Lead weekly stakeholder call, providing updates to stakeholders on onboarding activity that week Skills You'll Need * Investment Banking experience with some history specifically covering the Foreign Exchange (FX) market * Previous experience should primarily be in a role which encompasses direct client interaction, internal stakeholder relationship management and cross departmental communication * Should possess excellent communication skills (both verbal and written), a service mentality is pivotal to the role to ensure a culture of client focus * An understanding of the Global Emerging Market environment across APAC, EMEA and Americas is preferred along with and awareness of external FX platform offerings * Bachelors Degree Required Skills That Will Help You Excel * Excellent team player with effective communication skills * Excellent verbal and written communication skills are a must * Ability to work to tight deadlines in a fast-paced environment * Good negotiation skills and the ability to manage individual clients' expectations * Strong initiative and commitment to run various client projects independently * Excellent team player with effective communication skills * Excellent verbal and written communication skills are a must * Ability to work to tight deadlines in a fast-paced environment * Good negotiation skills and the ability to manage individual clients' expectations * Strong initiative and commitment to run various client projects independently ExpectationsIt is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $65,000 toNew York, NYNY1647363New YorkNYNone0743F7581A8640D29F640596220E4417https://xerox.jobs/0743F7581A8640D29F640596220E441723PURCHASETeladoc Health IncUnited StatesUSA2026-06-02 07:18:15Join the team leading the next evolution of virtual care. At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives. Here you will be part of a high-performance culture where colleagues embrace challenges, drive transformative solutions, and create opportunities for growth. Together, we're transforming how better health happens. Summary of Position Teladoc is transforming business operations to deliver abestinclass client implementation and onboarding experiencewhile driving meaningful operational efficiency through the Client Connection Center. We are building aconnected digital ecosystemthat modernizes how enterprise clients are configured, onboarded, and managed across their lifecycle, enabling seamless selfservice client interactions while maintaining continuity across legacy systems. In partnership withData Science, Operations, Engineering, and Client Management, this role will create scalable, resilient configuration capabilities that support both nearterm operational needs and longterm platform modernization. The Senior Product Manager, Client Configuration owns theendtoend product roadmap and executionfor client configuration capabilities that cut across multiple value streams and downstream systems. The ideal candidate brings strong product leadership, systems thinking, and the ability to manage complexity in an enterprise environment. Essential Duties and Responsibilities * Leadcrossfunctional and crossenterprise teamsin the development and execution of the Client Configuration roadmap within the Client Connection Center. * Own theproduct vision, strategy, and roadmapfor Client Configuration, balancing new capability delivery with legacy system constraints and technical debt. * Ownendtoend release readinessfor Client Configuration capabilities delivered through multiwave project releases, including sequencing, cutover, stabilization, and hypercare. * Partner with Engineering and Operations to definecutover strategies, rollback plans, and parallelrun approachesthat protect live client operations. * Proactively identify and managecrossplatform dependenciesacross legacy systems, emerging capabilities, and thirdparty vendors. * Continuously evaluate market, client, and operational insights to identify opportunities forproduct enhancements, efficiency gains, and improved client outcomes. * Manage backlog prioritization, write clear requirements and user stories, and make informed tradeoffs across business value, operational risk, and technical feasibility. * Partner closely with Client Management and Operations to ensureoperational and client readiness, including workflows, enablement, and adoption. * Identify, communicate, and mitigateclientimpacting and operational risksassociated with configuration changes. * Support the transformation of raw data intoactionable business and product insightsto drive continuous improvement. The time spent on each responsibility reflects an estimate and is subject to change dependent on business needs. Supervisory ResponsibilitiesNo * Qualifications Expectedfor Position * 5+ years of Product Management experience in an enterprise or B2B environment, preferably supporting operational or platform-based products. * Proven experience owning products that spanmultiple systems and operational teams, including legacy and modern architectures. * Strong knowledge of data, analytics, and enterprise platforms with experience operationalizing automated data quality checks (validation rules, reconciliation, monitoring) to keep client configurations aligned across downstream systems. * Demonstrated success deliveringcomplex, multi-phase releases with live operational impact. * Strong experience with backlog ownership, requirements definition, and translating ambiguous needs into clear, actionable usePurchase, NYNY1646824New YorkNYNoneBF1B0BDDE35D434EA5D1B5147A8127EBhttps://xerox.jobs/BF1B0BDDE35D434EA5D1B5147A8127EB23Great NeckJPMorgan ChaseUnited StatesUSA2026-06-02 04:05:13At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Great Neck,NY $28.85 - $39.90 / hourGreat Neck, NY210750916New YorkNYNone89D0F7FC696B4A289F9DD5B78FEDB5BBhttps://xerox.jobs/89D0F7FC696B4A289F9DD5B78FEDB5BB23BuffaloM&T BankUnited StatesUSA2026-06-02 00:37:40**Overview** The Client Engagement Program Manager is responsible for the design, orchestration, and execution of the Bank’s enterprise client engagement program, with a focus on deepening client connections and growing business with key client relationships across all lines of business. This role brings together client‑relationship business lines and corporate functions including marketing and community, and executive resources to deliver a seamless, integrated client experience across the bank. Operating at the intersection of enterprise strategy, market activation, and business development, this role ensures the right solutions and services are aligned with the appropriate relationship owners and internal partners at the right time. **Primary Responsibilities** + Lead the end-to-end design and management of the enterprise client engagement program defining strategy, setting objectives, and overseeing execution. + Develop a comprehensive understanding of key client relationships and their networks to align bank solutions, resources, and expertise. + Collaborate with client-relationship business lines (Commercial, Wealth, Retail, etc.) and corporate functions including marketing, PR, and community teams to ensure a cohesive, organization-wide engagement approach. + Partner with Regional Presidents, Chief of Staff, and market activation peers to align enterprise initiatives with market-level execution. + Convene cross-functional teams (including Charitable Foundation, Office of the CEO, and CRA) to plan and deliver integrated engagement events, sponsorships, and forums. + Bridge the connection between executive engagement and main client contacts. + Continuously eliminate silos across business lines to create a seamless holistic client experience and increase cross-functional collaboration. + Translate enterprise engagement priorities into actionable playbooks, roadmaps, and toolkits for market teams. + Leverage quantitative and qualitative insights to inform program evolution, adjust strategy, and drive continuous improvement. + Maintain ongoing tracking and reporting on program performance, outcomes, ROI, and opportunities for enhancement. + Act as a central liaison between internal stakeholders and capabilities teams to ensure coordinated engagement planning and execution. + Mentor and support internal teams on best practices in client engagement, program governance, and strategic alignment. + Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. + Ensure client engagement programs and activities align with compliance, regulatory, and governance expectations. + Identify risk-related issues needing escalation to management. + Maintain internal control standards, including timely completion of internal and external audit remediation items. **Education and Experience Required** Bachelor’s degree and a minimum of 7 years of relevant work experience, or, in lieu of a degree, a combined minimum of 11 years of higher education and/or work experience, including at least 7 years of relevant experience. Demonstrated experience managing complex, cross-functional programs in a fast-paced, matrixed environment. Strong interpersonal, verbal, and written communication skills with the ability to influence and partner effectively at senior leadership levels. Proven ability to synthesize complex information and translate strategy into actionable programs. High level of organizational discipline with the ability to manage multiple initiatives concurrently. Proficiency with Microsoft Office or equivalent tools (Word, Excel, PowerPoint, Project, Visio, Outlook). **Education and Experience Preferred** Bachelor’s degree in Business, Finance, Marketing, Economics, or related field; MBA or advanced degree preferred. 8+ years of relevant experience in strategy, program management, client engagement, market activation, community development, or business development roles. Banking or financial services industry experience. Experience working closely with executive leadership and enterprise-level stakeholders. Formal training or certification in project management, change management, Lean, Six Sigma, or Agile methodologies. Strong analytical capabilities, including experience with performance measurement, dashboards, and reporting. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $124,700.00 - $207,800.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Boston, Massachusetts, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.Buffalo, NYR85894New YorkNYNone217C0526BB024E4DA2901F492CA2D57Bhttps://xerox.jobs/217C0526BB024E4DA2901F492CA2D57B23New YorkM&T BankUnited StatesUSA2026-06-02 00:37:40**Overview** The Client Engagement Program Manager is responsible for the design, orchestration, and execution of the Bank’s enterprise client engagement program, with a focus on deepening client connections and growing business with key client relationships across all lines of business. This role brings together client‑relationship business lines and corporate functions including marketing and community, and executive resources to deliver a seamless, integrated client experience across the bank. Operating at the intersection of enterprise strategy, market activation, and business development, this role ensures the right solutions and services are aligned with the appropriate relationship owners and internal partners at the right time. **Primary Responsibilities** + Lead the end-to-end design and management of the enterprise client engagement program defining strategy, setting objectives, and overseeing execution. + Develop a comprehensive understanding of key client relationships and their networks to align bank solutions, resources, and expertise. + Collaborate with client-relationship business lines (Commercial, Wealth, Retail, etc.) and corporate functions including marketing, PR, and community teams to ensure a cohesive, organization-wide engagement approach. + Partner with Regional Presidents, Chief of Staff, and market activation peers to align enterprise initiatives with market-level execution. + Convene cross-functional teams (including Charitable Foundation, Office of the CEO, and CRA) to plan and deliver integrated engagement events, sponsorships, and forums. + Bridge the connection between executive engagement and main client contacts. + Continuously eliminate silos across business lines to create a seamless holistic client experience and increase cross-functional collaboration. + Translate enterprise engagement priorities into actionable playbooks, roadmaps, and toolkits for market teams. + Leverage quantitative and qualitative insights to inform program evolution, adjust strategy, and drive continuous improvement. + Maintain ongoing tracking and reporting on program performance, outcomes, ROI, and opportunities for enhancement. + Act as a central liaison between internal stakeholders and capabilities teams to ensure coordinated engagement planning and execution. + Mentor and support internal teams on best practices in client engagement, program governance, and strategic alignment. + Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. + Ensure client engagement programs and activities align with compliance, regulatory, and governance expectations. + Identify risk-related issues needing escalation to management. + Maintain internal control standards, including timely completion of internal and external audit remediation items. **Education and Experience Required** Bachelor’s degree and a minimum of 7 years of relevant work experience, or, in lieu of a degree, a combined minimum of 11 years of higher education and/or work experience, including at least 7 years of relevant experience. Demonstrated experience managing complex, cross-functional programs in a fast-paced, matrixed environment. Strong interpersonal, verbal, and written communication skills with the ability to influence and partner effectively at senior leadership levels. Proven ability to synthesize complex information and translate strategy into actionable programs. High level of organizational discipline with the ability to manage multiple initiatives concurrently. Proficiency with Microsoft Office or equivalent tools (Word, Excel, PowerPoint, Project, Visio, Outlook). **Education and Experience Preferred** Bachelor’s degree in Business, Finance, Marketing, Economics, or related field; MBA or advanced degree preferred. 8+ years of relevant experience in strategy, program management, client engagement, market activation, community development, or business development roles. Banking or financial services industry experience. Experience working closely with executive leadership and enterprise-level stakeholders. Formal training or certification in project management, change management, Lean, Six Sigma, or Agile methodologies. Strong analytical capabilities, including experience with performance measurement, dashboards, and reporting. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $124,700.00 - $207,800.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Boston, Massachusetts, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.New York, NYR85894New YorkNYNoneD584FA98081E4BD2B187919A4E95BC91https://xerox.jobs/D584FA98081E4BD2B187919A4E95BC9123PURCHASETeladoc Health IncUnited StatesUSA2026-06-01 07:08:47Join the team leading the next evolution of virtual care. At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives. Here you will be part of a high-performance culture where colleagues embrace challenges, drive transformative solutions, and create opportunities for growth. Together, we're transforming how better health happens. Job Description Summary of Position The Client Manager is primarily responsible for accounting service and relationship management of multiple accounts. The Client Manager will have a proven ability to form relationships with client stakeholders at varying levels within an organization, and the client's consultant, if applicable. The position requires an individual who can balance client support, strategic influence, and mobilize and motivate internal resources to resolve client issues. The Client Manager will develop and support retention strategies for an assigned client base; retention responsibilities include contract renewal and product expansion. This individual must be comfortable with quota. Responsibilities also include utilization support strategies such as benefit design and member communication strategies, including identification of client capabilities. The Client Manager is responsible for conveying the value Teladoc brings in terms of ROI, cost avoidance, population health management, and employee wellness to the client, and the client's consultant, if applicable. The Client Manager is also responsible for daily management of client needs, coordination and management of projects, maintenance of client relationships, and upselling of Teladoc products into existing their client base. Essential Duties and Responsibilities * Relationship Management * Act as primary client interface: manage accounts, meet with clients, review results, ensure client satisfaction with Teladoc * Perform account review calls and face-to-face meetings to review value creation, reporting, additional training needs, project status, outstanding issues, and opportunities to integrate additional Teladoc services * Coordinate client administrative details with Operations, Finance, Legal, and IT * Cultivate and maintain positive relationships with clients * Ensure clients experience prompt and professional issue resolution * Manage internal and external stakeholders to maximize both retention and growth * Develop strategies to align client goals with Teladoc plan goals * Work with all functional areas to resolve client inquiries/problems/complaints in a timely manner * Develop 12-month client communication plans to drive utilization * Facilitate discussions to evaluate client satisfaction and performance against key metrics * Develop knowledge and actively seek current information about client's organizational structure, products, services, and markets serviced * Manage the creation, distribution, and review of client reporting * Evaluate, approve, and manage special projects/requests, including but not limited to, determining feasibility of request, resource utilization, and ownership of project completion * Work closely with Sales to manage client needs and expectations * Provide internal management information to assist in the updating of monthly forecasts and billing * Use Salesforce database to log activities and sales opportunity management * Develop client relationships to support clients use for reference, speaker, and media requests * Revenue Generation * Maintain satisfied clients through consistent client support * Direct renewal activities for assigned accounts * Learn Teladoc product offerings and value propositions * Expand product offering or population covered to meet yearly sales quota Required Qualifications * 3-5 Years in Healthcare Client Management and sales * Deadline pressure (Fast paced work environmPurchase, NYNY1646235New YorkNYNone7C9753026C034D9DA85B43C58AEDF0EAhttps://xerox.jobs/7C9753026C034D9DA85B43C58AEDF0EA23NEW YORKOctagon, Inc.United StatesUSA2026-06-01 07:08:07About youA hungry, strategic, creative, collaborativePR pro, who wants to make a difference on the accounts you work on and the agency you join. You have an outlook that is: * Team oriented "we" over "I" * Positive and inspirational * Energized and charismatic * Humble and inquisitive * Agile and adaptableAbout usA fast-growing, small agency with big reach. We have a simple but powerful belief: every patient, disease and therapy is different - therefore every message, stakeholder, and challenge needs to be approached in a unique way. We are made up of: * Conversation-starters * Storytellers * Strategist * Digital natives * PhD-level scientists * Writers * Designers * BuildersSenior Manager - Client Experience, Digital, Healthcaredna has an opportunity for a proven communications professional with 6+ years of social and digital media experience to join our team as aSenior Managerin our growing digital healthcare practice.The ideal candidate will have previous digital healthcare experience, and is a motivated, proactive team player who is strong in account management, content development and creative thinking. He/she possesses a thorough understanding of the client's business, the healthcare and pharmaceutical industries, digital and social media, measurement and communications strategies.If that is you, let's talk!Responsibilities include: * Support day-to-day social strategy for a major client, becoming an expert on our clients' business and understanding how their communications objectives help achieve business goals * Assist in managing content production from concept through execution, through coordination among interdisciplinary team of creative and digital strategists, ensuring quality standards are met and desired results are delivered * Oversee completion of client status reports and recaps * Offer a strong understanding of digital analytics and measurement and performance-driven insights * Maintain a keen interest in current industry trends, and act as a thought leader in elevating these trends to directly and indirectly affect clients and our digital health practice * Be a demonstrated self-starter and work well within a highly collaborative, multi-disciplinary team to deliver client success * Identify training and development needs of junior staff and provide opportunities that enable staff members to reach their full potential * Write campaign briefs, develop project timelinesBasic Qualifications: * 5-6 years of experience within the digital marketing industry (e.g., digital, ad agency, etc.) with a strong understanding of integrated strategies * 3+ years team management experience leading small groups and projects * Experience in branded pharma, as well as managing influencer marketing programs collaborating with cross-functional medical, legal, and regulatory teams to ensure FDA-compliant content * Bachelor's Degree * Have excellent organization and time management skills * Have very strong written and verbal communications skills * Be able and eager to quickly learn new systems, tools, approaches and platforms * 5-6 years of experience within the digital marketing industry (e.g., digital, ad agency, etc.) with a strong understanding of integrated strategies * 3+ years team management experience leading small groups and projects * Experience in branded pharma, as well as managing influencer marketing programs collaborating with cross-functional medical, legal, and regulatory teams to ensure FDA-compliant content * Bachelor's Degree * Have excellent organization and time management skills * Have very strong written and verbal communications skills * Be able and eager to quickly learn new systems, tools, approaches and platformsdna - the details (this is the section where we humble brag)dna was recently the winner of MM+M small healthcare agency of the year.dna prides itself on delivering an employee experiNew York, NYNY1646280New YorkNYNoneA217ECF30902455883311B27CE7A4E2Dhttps://xerox.jobs/A217ECF30902455883311B27CE7A4E2D23NEW YORKDow Jones & Co.United StatesUSA2026-05-31 07:09:05Dow Jones & Co. Since 1882, Dow Jones has been finding new ways to bring information to the world's top business entities. Beginning as a niche news agency in an obscure Wall Street basement, Dow Jones has grown to be a worldwide news and information powerhouse, with prestigious brands including The Wall Street Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch and Financial News. This longevity and success is due to a relentless pursuit of accuracy, depth and innovation, enhanced by the wisdom of past experience and a solid grasp on the future ahead. More than its individual brands, Dow Jones is a modern gateway to intelligence, with innovative technology, advanced data feeds, integrated solutions, expert research, award-winning journalism and customizable apps and delivery systems to bring the information that matters most to customers, when and where they need it, every day. If you are a current employee at Dow Jones, do not apply here. Please go to the Career section on your Workday homepage and view "Find Jobs - Dow Jones." Thank you. Dow Jones, Making Careers Newsworthy All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status. EEO/AA/M/F/Disabled/Vets. Dow Jones is committed to providing reasonable accommodation for qualified individuals with disabilities, in our job application and/or interview process. If you need assistance or accommodation in completing your application, due to a disability, email us at talentresourceteam@dowjones.com. Please put Reasonable Accommodation in the subject line. NYC - 1211 Ave of the Americas Full timeJob_Req_53218 Job Description:About the Role: Dow Jones Energy is rapidly investing in its institutional client engagement capabilities to deepen partnerships with our most critical financial accounts. Located in the heart of the world's financial capital, this non-traditional account management role is built for a sophisticated, cross-functional partner. You will focus exclusively on elevating how Dow Jones Energy engages with premier financial organizations-including tier-1 investment banks, hedge funds, commodity trading desks, and private equity firms-moving day-to-day interactions into long-term strategic alliances. Working closely with Sales, Product, and Editorial teams, you will deliver a cohesive client experience, ensuring Wall Street's top market participants realize the full value of the Dow Jones portfolio. You will report directly to the VP, Commercial Transformation. About the Team: Dow Jones Energy delivers trusted price transparency, benchmarks, analytics, news, and insights across the global energy, chemicals, metals, and fuel supply value chain. Our offerings support institutional investors, analysts, and traders navigating spot, wholesale, and retail markets, as well as emerging segments tied to the energy transition. Through authoritative data, real-time intelligence, and deep market expertise, Dow Jones Energy enables financial professionals to mitigate risk and make high-stakes commercial decisions in volatile and fast-evolving global markets. You Will: * Own the Financial Portfolio: Champion a culture of exceptional client engagement within your assigned patch of NYC-based financial institutions and global banking accounts * Embed Within the Buy/Sell Side: Build deep, trusted relationships with portfolio managers, head traders, research analysts, and market data procurement executives * Drive Commercial Cohesion: Partner seamlessly with Commercial Managers to defend renewals and aggressively pursue expansion opportunities (whitespace, cross-sell, and upsell) across enterprise-wide licenses * Maximize Retention & Adoption: Oversee the full commercial lifecycle, creating strategic engagement and onboarding plans that embed Dow Jones dNew York, NYNY1645129New YorkNYNoneB17160204CC04A9D853FC8C6888AD79Dhttps://xerox.jobs/B17160204CC04A9D853FC8C6888AD79D23NEW YORKCreative CircleUnited StatesUSA2026-05-30 07:09:53Our beauty client is looking for a Brand Manager to join their team. This is a hybrid role- 3 days in the NYC office and 2 days WFH. This role supports internal communications and transformation initiatives within a large, matrixed organization. The Brand Manager will focus on developing clear, engaging content and ensuring consistent messaging across channels. This position requires strong writing, visual storytelling, and project management skills, along with the ability to translate complex information into accessible communications for broad internal audiences.The BasicsDuration: 8 month assignment Hours: 40 hour weeksLocation: Hybrid, 3 days onsite and 2 days remote in New York CityTop Required Qualifications * Exceptional writing and communication skills with the ability to simplify complex concepts and create compelling content * Advanced PowerPoint skills with a strong eye for design and visual storytelling * Proven project management experience with strong organizational skills and attention to detailOther Qualifications7+ years of experience in internal communications, corporate communications, content marketing, or a related fieldExperience working in large, matrixed, or global corporate environmentsProficiency with Microsoft Office Suite including PowerPoint, Word, Excel, Outlook, and TeamsFamiliarity with SharePoint and internal communication toolsExperience with newsletter or campaign platforms is a plusWorking knowledge of creative tools such as Adobe Creative Suite, Photoshop, InDesign, or Canva is a plusStrong interpersonal and collaboration skillsData-driven mindset with the ability to incorporate insights into communicationsAdaptable, proactive, and able to manage shifting priorities in a fast-paced environmentKey Responsibilities * Lead execution of internal communications including newsletters, intranet content, updates, FAQs, and video scripts * Collaborate cross-functionally to ensure alignment and consistency across messaging * Support transformation initiatives through development and execution of communications strategies and playbooks * Create high-impact presentations, briefing materials, and executive talking points * Manage editorial calendar and project timelines to ensure timely delivery of content * Translate complex information into clear, engaging messaging for internal audiences * Coordinate and execute internal events including town halls, meetings, and workshops * Maintain and update internal communication platforms to ensure content is current and accessible * Partner with project teams to support communication strategies and consistent messaging activation * Manage multiple priorities and drive workstreams forward with increasing autonomyIn this position, you may have access to client or customer systems, confidential and/or proprietary information or data. This position is onsite and requires you to work closely with other individuals in a collaborative team environment.BenefitsCreative Circle's Freelance Employee benefits package includes eligibility for Minimum Essential Coverage (MEC) medical plan, dental/vision/term life package, discount prescription program, critical illness, accident, tele-behavioral health, and 401(k) plan. Sick leave is provided to Candidates whose assignment work location is in a state or city subject to sick leave laws. A Minimum Value (MV) PPO medical plan, Employee Stock Purchase Plan, and paid holiday eligibility are based on length and dates of service. Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also: Email your resume in Word to: ashley.sella@jobalert.creativecircle.com**Please do NOT change the email subject line in any way. You must keep the JobID: : AS30-1987848 -- in the email subject line for your application to be considered.*** Ashley SellNew York, NYNY1644719New YorkNYNoneDFB2DD32301348D2B9CF8EEA74AC6528https://xerox.jobs/DFB2DD32301348D2B9CF8EEA74AC652823NEW YORKCohnreznick LLPUnited StatesUSA2026-05-30 07:09:45Job Description As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Manager to join the team in our New York office. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week. YOUR TEAM. This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. We work with clients to help them achieve their goals around complex financial matters tied to their business, individual and familial needs. The right candidate will own the attributes of executive presence and emotional intelligence, as well as having a growth mindset. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Reviews trust, personal, partnership and S Corp tax returns not requiring advanced expertise Reviews amended tax returns not requiring advanced expertise Responds to tax notices and does initial drafts of any related correspondence required Works on client matters while maintaining confidentiality Possesses the technical knowledge sufficient to train and supervise entry-level associates Establishes proficiency at tax research, including knowledge of the reference sources available to the Firm Acquires the skills necessary to develop quality client relationships and loyalty Develop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity. Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics. Gain the respect and confidence of the CohnReznick team through effective client management, timely and accurate communication, and clear and concise team direction. Prepare timely and accurate bills for professional services rendered. YOUR EXPERIENCE. The successful candidate will have: Education: BS/BA accounting; CPA required Minimum 8+ years tax & accounting experience in public accounting Excellent analytical, technical, and auditing skills including knowledge in US GAAP, GAAS, and PCAOB rules and standards Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Strong leadership, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills Computer expertise including knowledge of audit-preparation software and an understanding of the impact of technology St ong reseNew York, NYNY1643824New YorkNYNone598A4B2EDE0343E7985009E96E431B8Ehttps://xerox.jobs/598A4B2EDE0343E7985009E96E431B8E23New YorkBank of AmericaUnited StatesUSA2026-05-30 04:41:00Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26018736) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26018736) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26018736) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26018736) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.New York, NYJR-26018736New YorkNYNone845255BF3F5D4C97832F99C412BFAC41https://xerox.jobs/845255BF3F5D4C97832F99C412BFAC4123New YorkBank of AmericaUnited StatesUSA2026-05-30 04:41:00Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26018703-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26018703-2) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26018703-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate\_26018703-2) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.New York, NYJR-26018703New YorkNYNoneA753C26E038047C18CB7E23E1FFADC5Ahttps://xerox.jobs/A753C26E038047C18CB7E23E1FFADC5A23New YorkDeloitteUnited StatesUSA2026-05-30 01:53:22Are you driven by a passion for spearheading industry-leading business development initiatives? Do you excel in cultivating business relationships with clients? If so, a career as a Client Relationship Executive could be the role of a lifetime for you. Deloitte is seeking high-performing, entrepreneurial professionals to drive strategic relationships and business development with our most sophisticated Financial Services clients. In this role, candidates will focus on one or two specific Financial Services clients. The CRE will drive demand-generation through the depth and breadth of relationships at designated clients, leading to net-new value and growth for Deloitte. The team Our Strategic Relationship Management team focuses on building and expanding executive-level client relationships that drive long-term growth across priority accounts. The team works closely with business, industry, and account leaders to identify opportunities, shape go-to-market strategies, and support coordinated sales efforts across Deloitte's offerings. This role sits at the intersection of relationship management, sales strategy, and cross-functional leadership. In this role, candidates will have responsibility for relationship and business development, as well as sales for the wide range of services offered by Deloitte's US subsidiaries. The individual is responsible for building the relationship between Deloitte and the client, helping to market Deloitte's services and capabilities, as well as the planning and penetration of target areas within the client's organization. Work you'll do + Build and own relationships with key executives and decision-makers at all levels + Execute against relationship strategies by monetizing relationships to drive value and impact + Identify solutions that meet client needs and support fulfillment of personal and account white space goals + Drive exploratory conversations with clients that reflect our business' storefront offerings + Identify and pursue new ("greenfield" and "white space") opportunities, leveraging personal, professional, and firm networks + Represent "voice of customer" by bringing deep client and industry knowledge throughout sales lifecycle + Collaborate and team across industries and sectors and with Lead Client Service Partners and other account leaders to drive growth + Be a market sensor-providing proactive feedback on market shifts, competitive insights and "voice of the customer" + Understand client's buying processes and budget cycle, as well as the client's business and strategic priorities + Connecting Deloitte capabilities and assets to client strategy, challenges and executive priorities + Contribute client and industry knowledge to development of account strategy and proactively understand relevant case studies and offerings The successful candidate would possess these skills + Ability to work independently and collaborate as part of a team + Effective written and verbal communication skills + Meticulous attention to detail and quality of work product + Ability to build and sustain professional relationships + Ability to lead projects or workstreams + Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment + Strong interpersonal skills and professional demeanor + Ability to meet deadlines + Ability to mentor and provide clear guidance to others Qualifications Required + Bachelor's degree + Must be based in the New York Tri-state area + 10+ years of professional experience + 5 years' minimum experience working in or serving the Financial Services industry + Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve + Limited immigration sponsorship may be available Preferred Qualifications + Education: MBA + Experience: + 10+ years of experience as a relationship and/or business development executive working at or serving Financial Services organizations + Strong professional services sales experience and Financial Services domain knowledge + Proven track record in selling and/or delivering consulting, tax and advisory services to large global complex Fortune 100 organizations + Demonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients-as well as ability to leverage pre-existing network of clients or contacts in the marketplace + Experience working with strategic alliances and partners to collaborate on potential opportunities + Proven ability to assemble, collaborate and influence cross-functional teams to deliver differentiated proposals + Success in playing a leading role within an account team framework (i.e., working effectively with Lead Client Service Partners, Service Line/Industry leaders, practitioners, and other business development professionals) + Proven track record cultivating and managing client procurement/sourcing relationships across the client enterprise and line of businesses The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $186,500 to $311,000. You may also be eligible to participate in a CRE incentive program, whereby you may be eligible to receive certain incentive compensation amounts based on achievement of certain sales goals set forth each year, subject to the terms and conditions of any applicable program document. EA_ExpHire EA_CMG_ExpHire All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.New York, NY353332New YorkNYNone0555BB96B9664C31B6D0833D759E373Dhttps://xerox.jobs/0555BB96B9664C31B6D0833D759E373D23JerichoDeloitteUnited StatesUSA2026-05-30 01:53:22Are you driven by a passion for spearheading industry-leading business development initiatives? Do you excel in cultivating business relationships with clients? If so, a career as a Client Relationship Executive could be the role of a lifetime for you. Deloitte is seeking high-performing, entrepreneurial professionals to drive strategic relationships and business development with our most sophisticated Financial Services clients. In this role, candidates will focus on one or two specific Financial Services clients. The CRE will drive demand-generation through the depth and breadth of relationships at designated clients, leading to net-new value and growth for Deloitte. The team Our Strategic Relationship Management team focuses on building and expanding executive-level client relationships that drive long-term growth across priority accounts. The team works closely with business, industry, and account leaders to identify opportunities, shape go-to-market strategies, and support coordinated sales efforts across Deloitte's offerings. This role sits at the intersection of relationship management, sales strategy, and cross-functional leadership. In this role, candidates will have responsibility for relationship and business development, as well as sales for the wide range of services offered by Deloitte's US subsidiaries. The individual is responsible for building the relationship between Deloitte and the client, helping to market Deloitte's services and capabilities, as well as the planning and penetration of target areas within the client's organization. Work you'll do + Build and own relationships with key executives and decision-makers at all levels + Execute against relationship strategies by monetizing relationships to drive value and impact + Identify solutions that meet client needs and support fulfillment of personal and account white space goals + Drive exploratory conversations with clients that reflect our business' storefront offerings + Identify and pursue new ("greenfield" and "white space") opportunities, leveraging personal, professional, and firm networks + Represent "voice of customer" by bringing deep client and industry knowledge throughout sales lifecycle + Collaborate and team across industries and sectors and with Lead Client Service Partners and other account leaders to drive growth + Be a market sensor-providing proactive feedback on market shifts, competitive insights and "voice of the customer" + Understand client's buying processes and budget cycle, as well as the client's business and strategic priorities + Connecting Deloitte capabilities and assets to client strategy, challenges and executive priorities + Contribute client and industry knowledge to development of account strategy and proactively understand relevant case studies and offerings The successful candidate would possess these skills + Ability to work independently and collaborate as part of a team + Effective written and verbal communication skills + Meticulous attention to detail and quality of work product + Ability to build and sustain professional relationships + Ability to lead projects or workstreams + Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment + Strong interpersonal skills and professional demeanor + Ability to meet deadlines + Ability to mentor and provide clear guidance to others Qualifications Required + Bachelor's degree + Must be based in the New York Tri-state area + 10+ years of professional experience + 5 years' minimum experience working in or serving the Financial Services industry + Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve + Limited immigration sponsorship may be available Preferred Qualifications + Education: MBA + Experience: + 10+ years of experience as a relationship and/or business development executive working at or serving Financial Services organizations + Strong professional services sales experience and Financial Services domain knowledge + Proven track record in selling and/or delivering consulting, tax and advisory services to large global complex Fortune 100 organizations + Demonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients-as well as ability to leverage pre-existing network of clients or contacts in the marketplace + Experience working with strategic alliances and partners to collaborate on potential opportunities + Proven ability to assemble, collaborate and influence cross-functional teams to deliver differentiated proposals + Success in playing a leading role within an account team framework (i.e., working effectively with Lead Client Service Partners, Service Line/Industry leaders, practitioners, and other business development professionals) + Proven track record cultivating and managing client procurement/sourcing relationships across the client enterprise and line of businesses The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $186,500 to $311,000. You may also be eligible to participate in a CRE incentive program, whereby you may be eligible to receive certain incentive compensation amounts based on achievement of certain sales goals set forth each year, subject to the terms and conditions of any applicable program document. EA_ExpHire EA_CMG_ExpHire All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.Jericho, NY353332New YorkNYNoneD04EB7E835E54CBFB7E5F976653DD9BChttps://xerox.jobs/D04EB7E835E54CBFB7E5F976653DD9BC23New York CityShare Local MediaUnited StatesUSA2026-05-30 01:44:21 About us Share Local Media, or SLM, is a rapidly growing startup reimagining the world of offline marketing for tech and e-commerce companies. We started as e-commerce marketers ourselves, and launched SLM with a goal of transforming offline marketing channels, starting with direct mail and now OOH, by turning them into high performing, scalable channels for a digitally native client set. To do so, we've taken an inputs based-approach to the space, and re-engineered the channels from the ground up to make it easier to test, faster to execute, more measurable, and ultimately, more effective for e-commerce and tech clients of all types. So what does SLM actually do? We're a full-service direct mail & OOH agency, media program operator, and technology platform, serving some of your favorite e-commerce and tech brands (think Casper, Away, Grubhub, etc.). We live and breathe direct response marketing, and strive to delight clients with high performing campaigns built around fast, data-driven client service, and premium, unique branding. What are we like at SLM? We're passionate, humble, and kind. We value data-driven thinking, speed, persistence, creativity, and teamwork. We love helping clients grow and scale through a tactile medium that has long term brand value. And finally, we get excited about transforming an old-school channel into something new through data, product, technology, and a service-driven mentality. Share our excitement? Great - we'd love to hear from you! The Role We are looking for a Senior Manager of Client Retention and Growth Strategy to spearhead client retention and growth initiatives on our Poplar platform. A key strategic partner to the account management team, this role is responsible for improving client retention rates, increasing client growth, and providing clear reporting and defining relevant metrics for leadership and internal stakeholders. Specific responsibilities include analyzing client retention rates, diagnosing causes for churn, and uncovering actionable insights from successful campaigns to develop strategies promoting long term platform stickiness and client growth. You will help us define the trajectory of clients' life-cycle/spend, identify areas of growth within existing clients, inform new product capabilities based on client data/usage, and provide recommendations to managers and the executive team for implementation. You will also create internal reporting, define relevant KPIs and work with the product team to ensure back-end data is structured to support reporting capabilities. This role is crucial to the continued growth of the platform and has high leadership visibility. Ideal candidates are self-starters who love breaking down complex problems, building solutions, delivering actionable and data-driven insights, and working in a fast-paced, dynamic environment. You would help to create scalable systems and programs that will help transform the organization and drive revenue and retention. You'll work with key stakeholders to ensure the delivery of high quality initiatives that have an impact on growth and overall customer experience. Key Responsibilities: + Partner with Product and Engineering teams to build out reporting metrics that deliver insights across campaign lifecycle: from client onboarding and campaign creation through campaign launch and performance in market + Identify gaps in our current data collection. Work directly with the Product team to suggest new platform capabilities that capture missing client intent or performance data + Design and automate a recurring feedback schedule (e.g. Customer Satisfaction Scores) at critical client lifecycle stages to gather data on improving overall client experience + Translate client feedback into actionable product insights and collaborate with Product and Marketing to inform roadmap priorities + Analyze client churn rates and work with Account Management team to develop enhanced client retention strategies + Uncover insights from successful efforts to identify new opportunities and strategies to maximize performance for all clients + Translate complex data insights into repeatable playbooks the Account Management team can utilize to aid in the growth and retention of clients + Help develop the roadmap for how a client moves from "Initial Test" to "Always-on Scale," including milestones for upsell/crosssell opportunities + Own execution of these strategic programs supporting the Poplar team + Regularly report on the effectiveness of these strategic programs to senior management, providing insights and recommendations for ongoing improvements + Manage multiple concurrent workstreams, stakeholders, and timelines to ensure on-time, high-quality delivery + Contribute to the development of scalable implementation of processes and best practices across the platform team Requirements: + 5+ years of relevant experience in marketing, account management, strategy, or consulting, preferably in SaaS, AdTech, MarTech, or startup environments + Experience working within multi-channel marketing ecosystems (SMS, RCS, email, push, CDPs, ESPs, marketing automation platforms) + Demonstrated ownership of ambiguous projects and self-defining objectives and priorities + Proven experience mapping customer journeys and developing strategies to reduce churn or increase net revenue retention. + Experience building standard operating procedures that have been successfully adopted by larger teams + Strong analytical skills with the ability to leverage AI and pull together data to generate insights + Proven ability to work effectively cross-functionally, building relationships and ensuring cohesive strategies towards common business goals + Strong, hands-on project management experience delivering large-scale technical deployments What we offer + Base salary range for this position is $120,000 - $128,000 and is based upon experience and other factors. + Hybrid role based out of our NYC office + Ownership and growth opportunities + Flexible vacation policy + Robust benefits package + A fun culture including: catered meals, team events, and happy hours + The opportunity to work with a group of passionate, humble, and kind team members If you're looking to be part of something new that is transforming an industry, this is the role for you. You will be empowered to think like an entrepreneur by coming up with new ideas, testing, implementing, and then scaling them quickly. New York City, NY51e2c2369731New YorkNYNoneEC9205E13C9B4806A82942A174D332FChttps://xerox.jobs/EC9205E13C9B4806A82942A174D332FC23NEW YORKArnold & PorterUnited StatesUSA2026-05-29 07:12:51Arnold & Porter is a global law firm with offices across the United States, Europe, and Asia. We advise clients on complex regulatory, litigation, and transactional matters across a broad range of industries, including more than half of the Fortune 100. We are seeking a Client Development Manager to help drive the growth and expansion of the firms most strategic client relationships. This role may be based in our New York, Washington, DC, or San Francisco office.In this role, you will partner closely with Client Team Leaders and senior partners to strengthen client engagement, identify new opportunities, and support revenue growth. You will play a key role in advancing the firms global growth strategy by helping to institutionalize client relationships, promote cross-practice collaboration, and deliver data-driven insights that guide decision-making.Serving as a central link between client teams and the Marketing Department, you will collaborate with firm leadership to design and execute initiatives that deepen relationships and enhance client value.Key Responsibilities * Manage a portfolio of strategic client accounts, supporting initiatives that drive growth, collaboration, and high-quality service delivery. * Partner with Client Team Leaders to develop and implement client strategies focused on expanding relationships, increasing engagement, and driving profitable revenue. * Help create and execute annual client development plans with clear goals, timelines, and accountability. * Identify growth opportunities, facilitate cross-practice collaboration, and coordinate introductions to expand service offerings. * Organize and participate in client team meetings, including preparing agendas, capturing key takeaways, and tracking follow-up actions. * Gather and analyze client intelligence, including business priorities, market dynamics, competitive landscape, and key decision-makers. * Maintain and enhance client dashboards by integrating internal and external data to provide insights into relationship health and growth opportunities. * Prepare internal and client-facing reports on financial performance, key matters, and business development activity. * Collaborate with Business Development, Marketing Operations, and Events teams to deliver targeted client initiatives, proposals, and programs. * Partner with cross-functional teamsincluding Pricing, Client Service, Innovation, Alumni Relations, and Pro Bonoto enhance client value and strengthen relationships. * Support structured client feedback processes, including relationship reviews, leadership visits, and post-matter evaluations. * Maintain and contribute to client development resources such as relationship maps, plans, presentations, and reporting tools. * Share best practices and promote successful client development strategies across the firm.Qualifications * Bachelors degree required; MBA or JD preferred. * 6+ years of experience in business or client development within legal marketing. * Proven ability to manage sensitive information with discretion and professionalism. * Exceptional writing, editing, and communication skills, with strong attention to detail. * Strong project management and organizational capabilities. * Ability to collaborate effectively across teams, practices, and geographies. * Service-oriented mindset with flexibility, initiative, and the ability to perform under pressure. * Experience working with senior stakeholders in a partnership environment. * Strong interpersonal skills, with the ability to build credibility and influence at all levels. * Results-driven, self-motivated, and able to manage competing priorities effectively. * Advanced stakeholder management and negotiation skills. * Experience working in matrixed organizations and balancing competing priorities. * Strong teamwork and knowledge-sharing orientation. * Familiarity with CRM systems, busNew York, NYNY1643466New YorkNYNone055524F49A2B47DEB165B11E751A7F1Ehttps://xerox.jobs/055524F49A2B47DEB165B11E751A7F1E23SeldenJPMorgan ChaseUnited StatesUSA2026-05-29 07:09:17At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Selden, NY $66,360.00 - $66,360.00Selden, NY210752911New YorkNYNone9616506D2E2148CE9E4763F099842AD7https://xerox.jobs/9616506D2E2148CE9E4763F099842AD723New YorkBank of AmericaUnited StatesUSA2026-05-29 06:09:07Registered Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Registered-Wealth-Management-Client-Associate\_26018580) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Registered-Wealth-Management-Client-Associate\_26018580) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Registered-Wealth-Management-Client-Associate\_26018580) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Registered-Wealth-Management-Client-Associate\_26018580) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) + Possesses advanced industry knowledge and an understanding of investment products + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.New York, NYJR-26018580New YorkNYNone22205A56C87749D6AD833773B4C7F0F6https://xerox.jobs/22205A56C87749D6AD833773B4C7F0F623New YorkU.S. BankUnited StatesUSA2026-05-29 04:22:06At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs. Basic Qualifications - Bachelor's degree, or equivalent work experience - Four to six years of relevant experience Preferred Skills/Experience - Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products - Strong relationship management and business development skills - Strong analytical and problem-solving skills - Effective presentation, verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0014021New YorkNYNoneFE65E1F73755458C9F5441C72B1E4CEFhttps://xerox.jobs/FE65E1F73755458C9F5441C72B1E4CEF23New YorkUpClearUnited StatesUSA2026-05-28 22:46:04ABOUT UPCLEAR UpClear provides software to growing Consumer Goods brands, helping them plan & analyze volumes, revenue and trade promotion. Our software BluePlanner facilitates collaboration, efficiency, and holistic business analysis throughout the distribution process. We serve clients at various stages of growth across America, Europe and Asia. Our growth is substantial and consistent; we have been on the Inc 5000 list of fastest growing private companies for nine consecutive years. UpClear's global headquarters is in New York City and we have offices in London, Paris, and Singapore. Please note: We are not able to provide sponsorship for employment authorization at this time. This role requires 4 days on site collaboration per week. You must be able to commute to our West 22nd Street office in New York. About The Role As Client Delivery Manager, you will be part of UpClear’s global Delivery team. You will work with our new clients (primarily in the US) to deploy our SaaS software as well as provide project management support to our existing client base. The role involves developing and managing project plans, running discovery workshops to gather clients requirements , managing project communications externally and internally, and directing technical resources on our Solutions team. The role includes periodic travel (less than 10%) to client locations for discovery, design, and training sessions but is otherwise office based. You have opportunities for advancement as the company grows and you develop BluePlanner expertise and project management skills. Responsibilities + Lead the end-to-end delivery of TPM software implementations from scoping and design to deployment and post-go-live support, including managing system integrations with third party systems. + Serve as the primary liaison between CPG business stakeholders and technical delivery teams, translating business requirements into actionable plans. + Manage multiple concurrent projects, including enterprise-level implementations with large stakeholder groups and intricate system integrations that involve a mix of configuration and tech deliverables + Identify key opportunities with clients and upsells where appropriate to drive more value both for client and UpClear + Establish broad TPx functional expertise across BluePlanner modules and features + Maintain strong customer relationships by understanding their business needs and motivations + Identify and raise potential risks and escalations to direct manager, supporting the management of project scope, budget, and timelines within defined parameters. + Test software functionality ahead of deployment to clients + Train clients on software usage and best practices + Lead the change management plan including training, communications, and post-go-live support + Full documentation of system configuration for full project handover Requirements + Bachelor’s degree with a minimum 4-6 years of work experience, including Business Analysis and Project management + TPM Software Experience. Familiarity with leading TPM platforms + CPG Industry Knowledge. Understanding of CPG trade terms, promotional spend tracking, and customer planning cycles. + Ability to manage delivery through both Agile sprints and milestone-based approaches. + Strong collaboration and project management skills + Strong stakeholder management and persuasion skills + Ability to quickly diagnose and address issues/concerns from multiple levels of the client organization and communicate effectively + Ability to successfully manage ambiguity and adapts to changing conditions during project planning and execution + Ability to work with standard oversight and identify ways to contribute “above and beyond” day to day tasks + Ability to take initiative to establish better “Ways of Working” in the organization and serve as an example and mentor to more junior resources + Team player with the willingness to step up when needed Benefits WHY UPCLEAR? + Develop SaaS consulting and implementation experience and expertise in the CPG / Retail industry + Opportunities to grow within technical and other areas such as strategy, marketing, and sales activities + Get on the ground floor of a startup-like company that already has a global reach. UpClear employees have access to a range of competitive benefits, including + Various Health Care Plans you can choose from to best fits your needs (Medical, Dental & Vision) + Retirement Plan with company match (401k, IRA) + Commuter Benefits + Generous Paid Time Off package that grows with seniority (Vacation, Sick, and Public Holidays) + Paid Maternity leave + Paid Parental bonding leave + One month paid sabbatical after five continuous years of work at Upclear + Salary $115K-$155K The salary range listed is a good faith determination of potential compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary several factors may be considered as applicable including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority. New York, NYC70DA42F33New YorkNYNone5370827F9A7D410B91AEC7E7D117642Fhttps://xerox.jobs/5370827F9A7D410B91AEC7E7D117642F23NEW YORKDow JonesUnited StatesUSA2026-05-28 15:31:31**About the Role:** Dow Jones Energy is rapidly investing in its institutional client engagement capabilities to deepen partnerships with our most critical financial accounts. Located in the heart of the world’s financial capital, this non-traditional account management role is built for a sophisticated, cross-functional partner. You will focus exclusively on elevating how Dow Jones Energy engages with premier financial organizations—including tier-1 investment banks, hedge funds, commodity trading desks, and private equity firms—moving day-to-day interactions into long-term strategic alliances. Working closely with Sales, Product, and Editorial teams, you will deliver a cohesive client experience, ensuring Wall Street’s top market participants realize the full value of the Dow Jones portfolio. You will report directly to the VP, Commercial Transformation. **About the Team:** Dow Jones Energy delivers trusted price transparency, benchmarks, analytics, news, and insights across the global energy, chemicals, metals, and fuel supply value chain. Our offerings support institutional investors, analysts, and traders navigating spot, wholesale, and retail markets, as well as emerging segments tied to the energy transition. Through authoritative data, real-time intelligence, and deep market expertise, Dow Jones Energy enables financial professionals to mitigate risk and make high-stakes commercial decisions in volatile and fast-evolving global markets. **You Will:** + **Own the Financial Portfolio:** Champion a culture of exceptional client engagement within your assigned patch of NYC-based financial institutions and global banking accounts + **Embed Within the Buy/Sell Side:** Build deep, trusted relationships with portfolio managers, head traders, research analysts, and market data procurement executives + **Drive Commercial Cohesion:** Partner seamlessly with Commercial Managers to defend renewals and aggressively pursue expansion opportunities (whitespace, cross-sell, and upsell) across enterprise-wide licenses + **Maximize Retention & Adoption:** Oversee the full commercial lifecycle, creating strategic engagement and onboarding plans that embed Dow Jones data directly into analyst and trader workflows + **Act as a Strategic Feedback Loop:** Conduct continuous, investigative dialogue with sophisticated market participants to surface unrecognized data needs, channeling actionable feedback directly to our Product and Editorial teams + **Maintain Portfolio Health:** Provide senior leadership with accurate, data-driven visibility into account health, renewal risks, and pipeline expansion opportunities + **Represent the Brand:** Act as an embedded, senior-level trusted advisor within the NYC financial community, representing Dow Jones Energy at industry events and C-suite briefings **You Have:** + **Industry Expertise:** At least 12 years of relationship management, account management, or commercial experience, with a heavy preference for individuals coming from financial market data vendors, financial technology (FinTech), or commodity research firms + **Financial Market Literacy:** A strong understanding of how energy, commodities, and ESG data integrate into macro trading strategies, risk management, and investment banking models + **C-Suite Gravitas:** Proven experience engaging directly with internal and external institutional stakeholders, market data heads, and C-suite executives on Wall Street + **Data-Driven Execution:** Expertise in analyzing complex usage data, account trends, and market signals to preemptively combat churn and identify commercial upside + **Cross-Functional Leadership:** The ability to align competing internal priorities (Sales, Product, Editorial) to deliver a seamless client experience to demanding financial institutions + **Forward-Thinking Mindset:** A genuine curiosity about how AI integration and advanced APIs are transforming workflows, data consumption habits, and quantitative decision-making on trading desks + **Tech Stack:** Proficiency with Salesforce and modern client-success analytics platforms **Our Benefits** + Comprehensive Healthcare Plans + Paid Time Off + Retirement Plans + Comprehensive Insurance Plans + Lifestyle programs & Wellness Resources + Education Benefits + Family Care Benefits & Caregiving Support + Commuter Transit Program + Subscription Discounts + Employee Referral Program Learn more about all our US benefits \#LI-Hybrid **Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status or any other protected characteristic under applicable law. EEO/Disabled/Vets **Reasonable Accommodation** We are committed to providing reasonable accommodation for qualified individuals with disabilities in our job application and/or interview process. If you need assistance or accommodation in completing your application or participating in an interview due to a disability, email us at talentresourceteam@dowjones.com. Please put "Reasonable Accommodation" in the subject line and provide a brief description of the type of assistance you need. This inbox will not be monitored for application status updates. Please refer to the privacy notice at the bottom of this page for submitting any data access, deletion, or other data subject rights requests, where permitted under your local laws and regulations. **Business Area: Dow Jones - Energy** **Job Category: Sales** **Union Status:** **Non-Union role** **Base Pay Range: $155,000 - $200,000** **We’re committed to offering competitive and flexible compensation to attract top talent. This pay range reflects our good faith estimate for the role and may vary based on a candidate’s experience, skills, location, and other relevant factors.** **For bonus-eligible roles, targets are determined based on multiple considerations, including market benchmarks and individual contributions.** **For benefits-eligible roles, we offer a comprehensive and competitive benefits package covering health, retirement, wellbeing, and more, along with optional benefits to meet the diverse needs of our employees.** **Since 1882, Dow Jones has been finding new ways to bring information to the world’s top business entities. Beginning as a niche news agency in an obscure Wall Street basement, Dow Jones has grown to be a worldwide news and information powerhouse, with prestigious brands including The Wall Street Journal, Dow Jones Newswires, Factiva, Barron’s, MarketWatch and Financial News.** **This longevity and success is due to a relentless pursuit of accuracy, depth and innovation, enhanced by the wisdom of past experience and a solid grasp on the future ahead. More than its individual brands, Dow Jones is a modern gateway to intelligence, with innovative technology, advanced data feeds, integrated solutions, expert research, award-winning journalism and customizable apps and delivery systems to bring the information that matters most to customers, when and where they need it, every day.** **Req ID: 53218**New York, NY53218New YorkNYNoneBDB2190101E24852B3EE8A88A9C53A34https://xerox.jobs/BDB2190101E24852B3EE8A88A9C53A3423ElmsfordBAYADA Home Health CareUnited StatesUSA2026-05-28 06:41:42**Client Services Manager** - Elmsford, NY and New York, NY **Salary** : $60,000- $63,000/ year depending on qualifications **Join BAYADA and lead with purpose** BAYADA HOME HEALTH CARE is seeking a full-time Client Services Manager for our Assistive Care team. This team provides best-in-class home care to clients and families, helping them live safely at home with comfort, dignity, and independence. If you’re energized by serving others, solving problems, and building relationships, this role will give you the opportunity to grow as a leader while making a meaningful difference every day. **Position summary** As a Client Services Manager, you are at the heart of the office, ensuring that clients receive the care they need and that our field employees feel supported, valued, and set up for success. In this role, you will lead service delivery, strengthen client and caregiver relationships, support day-to-day operations, and help drive office growth. With the right coaching, challenge, and support, this role offers strong potential for continued leadership development while helping BAYADA continue to grow so we can serve more people in need of home care. **Training will be a multi- location approach within the first 60- days.** **What you’ll do** + Lead the coordination and delivery of client services, helping ensure schedules are filled quickly and care is delivered with consistency and quality. + Serve as a key point of contact for clients and families, responding to questions, resolving concerns, and creating a positive client experience. + Partner closely with caregivers, clinical teams, and office staff to support teamwork, communication, onboarding, and day-to-day problem-solving. + Support referrals, intakes, service conversion, and ongoing case management to promote growth and continuity of care. + Maintain accurate documentation and use key systems and technology platforms to manage client and employee information effectively. + Help identify best practices, coach team members, and contribute to training, development, and performance improvement efforts across the team. + Support office and market goals related to customer service, recruiting, fiscal performance, and caseload growth. **What we’re looking for** We’re looking for someone who brings strong judgment, professionalism, and a genuine commitment to service. The ideal candidate is organized under pressure, communicates clearly, and knows how to balance the needs of clients, caregivers, and the business with confidence and care. **Qualified candidates should have:** + A demonstrated record of goal achievement and strong interpersonal skills. + Experience successfully growing and managing a caseload; at least one year is required, with more experience preferred. + Prior supervisory experience. + The ability to communicate effectively in English. + Home care, health care, or recruiting experience is a plus. **Schedule & Work Environment** + Full-time role: exempt + Monday–Friday, daytime office hours 8:30am- 5:00pm + Training will be located in our NYC office on West 30thst but the role will eventually move to our new office in Elmsford, NY. **Benefits** + BAYADA Home Health Care offers a comprehensive benefits plan including: + Medical, dental, and vision coverage + Paid holidays, vacation, and sick time + 401(k) with company match + Employer-paid life insurance + Employee Assistance Program + Tuition reimbursement To learn more about BAYADA benefits: https://www.bayada.com/benefits **Why BAYADA** At BAYADA, you’ll be part of a team that leads with heart and holds itself to a high standard of excellence. This is an opportunity to make a direct impact on clients and families, support the growth of caregivers and office teams, and build a meaningful career within an organization that invests in leadership development. If you are energized by service, collaboration, and the chance to make a difference every day, we’d love to connect with you. \#LIRX **As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.** BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here (https://www.bayada.com/50) . BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.Elmsford, NY8562382002New YorkNYNone3629DEB9C81743B5B09A5501A9E67C6Fhttps://xerox.jobs/3629DEB9C81743B5B09A5501A9E67C6F23NEW YORKOctagon, Inc.United StatesUSA2026-05-27 07:26:27About youA hungry, strategic, creative, collaborative client expert who wants to make a difference on the accounts you work on and the agency you join. You have an outlook that is: * Team oriented "we" over "I" * Positive and inspirational * Energized and charismatic * Humble and inquisitive * Agile and adaptableAbout usA fast-growing, small agency with big reach. We have a simple but powerful belief: every patient, disease and therapy is different - therefore every message, stakeholder, and challenge needs to be approached in a unique way. We are made up of: * Conversation-starters * Storytellers * Strategist * Digital natives * PhD-level scientists * Writers * Designers * BuildersWhat You Will Be Doing:Our team is seeking a Manager with client experience and healthcare communications expertise to serve as a counselor to our clients for one of our largest and fastest growing accounts. As a Manager, you will be responsible for developing and executing strategic integrated communications programs, supporting overall strategy, and advising healthcare clients. You will be a conceptual thinker with exceptional organizational and prioritization skills.In addition, you should have an agency background in healthcare communications with experience working on pharmaceutical products and/or disease education programs, as well as knowledge of the media landscape and considerations in this space. The ideal candidate will have broad interest in the full remit of healthcare communications, including social/digital, earned media, data and regulatory milestones, and unbranded disease awareness programming. Additionally, the ideal candidate will have a specific interest or experience in celebrity campaigns.Other responsibilities include, but are not limited to: * Support day-to-day digital strategy for a major client across a portfolio of brands, becoming an expert on our clients' business and understanding how their communications objectives help achieve business goals. * Write content briefs, oversee social media content calendars and develop project timelines * Coordinate with account, sci comms, analytics and influencer teams * Off a baseline understanding of digital analytics and measurement performance-driven insights for social, influencer and digital platforms * Manage client status & internal status documents from a digital perspective * Maintain a keen interest in current industry trends, and act as a thought leader in elevating these trends to directly and indirectly affect clients and our digital health practice * Attend and speak on client calls, offering strategic counsel with digital lead support * Be a demonstrated self-starter and work well within a highly collaborative, multi-disciplinary team to deliver client successWhat We Are Looking For: * Experience working on multi-disciplinary (holistic) healthcare communication initiatives, ideally including disease education campaigns * Familiarity with data and regulatory milestone communications * Fluency and/or familiarity with digital and social media * Strong understanding of the relationship between traditional public relations and the use of current online/digital technology and social media * Experience with clients and accounts that are measurement and evaluation driven * Strong presentation skills, poise, and professionalism * Industry experience in healthcare communications and/or pharmaceuticalsBasic Qualifications * At least 4 years' experience in public relations at an agency or corporate in-house (healthcare experience preferred) * The ability to manage multiple projects at various stages simultaneously. * Be a self-starter who works well within a highly collaborative, multi-disciplinary team. * BA or BS in Public Relations, Communications, or in a related field * At least 4 years' experience in public relations at an agency or corporate in-house (healthcare experiencNew York, NYNY1641142New YorkNYNoneAD97286B8C2C4F4E83D1602BD3F1DF16https://xerox.jobs/AD97286B8C2C4F4E83D1602BD3F1DF1623HauppaugeJPMorgan ChaseUnited StatesUSA2026-05-27 06:13:20At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Hauppauge, NY $66,360.00 - $66,360.00Hauppauge, NY210751857New YorkNYNone18DE414D09D94CD0BE094BBC46C26912https://xerox.jobs/18DE414D09D94CD0BE094BBC46C2691223New YorkWorld Wide TechnologyUnited StatesUSA2026-05-27 04:11:54**Why WWT?** At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. WWT is dedicated to achieving its mission of creating a profitable growth company that is also a Great Place to Work for All. We achieve this through our world-class culture, generous benefits, and by delivering cutting-edge technology solutions for our clients. WWT was founded in 1990 in St. Louis, Missouri. We employ more than 12,000 people across WWT and Softchoice and generate more than $20 billion in annual revenue. We have an inclusive culture and believe our core values are the key to company and employee success. WWT is proud to have been included on the FORTUNE “100 Best Places to Work For®” list 15 years in a row!   Want to work with highly motivated individuals on high-performance teams? Join WWT today!  **RESPONSIBILITIES:** + Operate as a consultative seller — leading with discovery, framing recommendations around customer outcomes, and following through on commitments to build trust internally and externally. + Help orchestrate complex customer relationships by leveraging WWT's High Performance Team (sales engineers, consulting architects, services, and partner managers) to qualify, advance, and close opportunities tied to account-level bookings and pipeline goals. + Build and maintain working relationships with Partner / OEM technical specialists, account managers, and business unit leaders to drive joint account plans, co-selling motions, and joint pursuits. + Identify and engage the right partners for each opportunity based on technical fit, customer preference, OEM program alignment, and deal economics — and lead joint briefings, demos, and proposal development as needed. + Actively leverage senior team members and forums (deal reviews, account reviews, win/loss debriefs) to accelerate learning and apply WWT best practices. **QUALIFICATIONS:** + 7–10 years of progressive sales experience in a relevant technology industry (infrastructure, cloud, AI/data, networking, security, or services-led selling), with a consistent track record of pipeline ownership and quota attainment. + Strong cultural fit with WWT's core values and a clear passion for continuous learning — pursuing certifications, engaging with ATC resources, and applying feedback quickly. + Proven ability to develop new customer relationships from a standing start, multi-thread across business and technical stakeholders, and position technical solutions in terms of business outcomes. + Experience leading account planning with an extended team, calling at multiple levels of the customer organization (practitioner through C-suite), and managing partner relationships. + Outstanding communication, executive presentation, and organizational skills, including disciplined CRM and pipeline hygiene (Salesforce or equivalent). + Experience selling into Fortune 1000 companies strongly preferred, including familiarity with long enterprise sales cycles and formal RFI / RFP / RFQ pursuits. + Bachelor's degree or equivalent industry experience preferred; relevant OEM or technology certifications are a plus. Want to learn more about Global Enterprise Sales? Check out the Solutions and Services we provide on the platform:  https://wwt.com The well-being of WWT employees is essential. So, when it comes to our benefits package, WWT has one of the best. We offer the following benefits to all full-time employees: + Health and Wellbeing: Health, Dental, and Vision Care, Onsite Health Centers, Employee Assistance Program, Wellness program + Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching, Life and Disability Insurance, Tuition Reimbursement + Paid Time Off: PTO & Holidays, Parental Leave, Sick Leave, Military Leave, Bereavement + Additional Perks: Nursing Mothers Benefits, Voluntary Legal, Pet Insurance, Employee Discount Program + Certain states and localities require employers to post a reasonable estimate of salary range. A reasonable estimate of the current base salary range for this position is $140,000-160,000 + commission. Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary. We strive to create an environment where all employees are empowered to succeed based on their skills, performance, and dedication. Our goal is to cultivate a culture of belonging that encourages innovation, collaboration, and respect for all team members, ensuring that WWT remains a great place to work for All! **Equal Opportunity Employer** \#LI-NO1 WWT will consider for employment, without regard to disability, a disabled applicant who satisfies the requisite skill, experience, education, and other job-related requirements of the job and is capable of performing the essential requirements of the job with or without reasonable accommodation. World Wide Technology is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or other characteristics protected by law. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please call 1-800-432-7008 and ask for Human Resources.New York, NY26-1541New YorkNYNone43DA62A6994246EAAAD9B6B0C186E245https://xerox.jobs/43DA62A6994246EAAAD9B6B0C186E24523NEW YORKOctagon, Inc.United StatesUSA2026-05-26 07:08:03About youA hungry, strategic, creative, collaborativePR pro, who wants to make a difference on the accounts you work on and the agency you join. You have an outlook that is: * Team oriented "we" over "I" * Positive and inspirational * Energized and charismatic * Humble and inquisitive * Agile and adaptableAbout usA fast-growing, small agency with big reach. We have a simple but powerful belief: every patient, disease and therapy is different - therefore every message, stakeholder, and challenge needs to be approached in a unique way. We are made up of: * Conversation-starters * Storytellers * Strategist * Digital natives * PhD-level scientists * Writers * Designers * BuildersWhat You Will Be Doing:Our team is seeking a Manager with client experience and healthcare communications expertise to serve as a counselor to our clients for one of our largest and fastest growing accounts. As a Manager, you will be responsible for developing and executing strategic integrated communications programs, supporting overall strategy, and advising healthcare clients. You will be a conceptual thinker with exceptional organizational and prioritization skills.In addition, you should have an agency background in healthcare communications with experience working on pharmaceutical products and/or disease education programs, as well as knowledge of the media landscape and considerations in this space. The ideal candidate will have broad interest in the full remit of healthcare communications, including social/digital, earned media, data and regulatory milestones, and unbranded disease awareness programming. Additionally, the ideal candidate will have a specific interest or experience in celebrity campaigns.Other responsibilities include, but are not limited to: * Manage account team implementation of agreed-upon programs, ensuring quality standards are met and desired results are delivered on-budget * Lead project management, ensuring all activities are moving forward and are within deadlines * Coordinate among interdisciplinary team of research, creative, digital and media strategists * Develop a range of external and media materials including press releases, key message documents, pitches, social media content, etc. * Manage client status reports, including materials trackers, media trackers, and website analytics trackers. * Manage event and activation logistics in a variety of settings * Set and meet campaign measurement and evaluation criteria * Identify training and development needs of junior staff and provide opportunities that enable staff members to reach their full potential * Assist in financial management for clients, including development of invoices and activity reportsWhat We Are Looking For: * Experience working on multi-disciplinary (holistic) healthcare communication initiatives, ideally including disease education campaigns * Familiarity with data and regulatory milestone communications * Fluency and/or familiarity with earned, digital and social media activations * Strong understanding of the relationship between traditional public relations and the use of current online/digital technology and social media * Strong budgeting and financial management skills * Experience with clients and accounts that are measurement and evaluation driven * Strong presentation skills, poise, and professionalism * Industry experience in healthcare communications and/or pharmaceuticalsBasic Qualifications * At least 4 years' experience in public relations at an agency or corporate in-house (healthcare experience required) * The ability to manage multiple projects at various stages simultaneously. * Be a self-starter who works well within a highly collaborative, multi-disciplinary team. * BA or BS in Public Relations, Communications, or in a related field * At least 4 years' experience in public relations at an agency or corporate in-house (healthNew York, NYNY1640349New YorkNYNone450FE9B229D04F4997112B8D4E722814https://xerox.jobs/450FE9B229D04F4997112B8D4E72281423NEW YORKFidelity Information ServicesUnited StatesUSA2026-05-26 07:07:39Position Type : Full timeType Of Hire : Experienced (relevant combo of work and education) Job DescriptionAs the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS? About the role: The Team Lead, Client Success Manager is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution whilst leading and developing a team of Client Success Managers. By serving as a strategic partner, the CSM ensures clients realize the full value of their investment, fostering long-term relationships and aligning solution outcomes with business goals. This role will be aligned to the FIS Commercial Lending Suite and Asset Financing solutions. Our commercial lending technology supports both the customer's interactions and the full process behind the scenes. About the team: This role is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use their product expertise to help clients achieve business goals, deliver measurable ROI through product adoption, and realize value from products. CSMs are also responsible for minimizing churn/compression risk and identifying expansion opportunities. What you will be doing: * Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities. * Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact. * Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization * Develop a deep understanding of clients' business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption * Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn * Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback * Capture, communicate, and bring forward expansion recommendations from customer insights to sellers * Act as a liaison between product management and clients; partner with sales & professional services teams * Participate in the renewal process and articulate the renewal value story to clients What you will need: * 8 + years of experience in Client Success, Client Service/Support, Account Management, or similar roles * Prior people-management experience or strong player/coach readiness * Have an understanding of the entire commercial loan process, and the individual needs of small- to medium-sized business customers, financial institutions and specialty lenders, our commercial lending technology supports both the customer's interactions and the full process behind the scenes. In addition to a basic understanding of operations related to Asset Financing between lessors and lessees. * Bachelor's degree or equivalent experience required, MBA or another advanced degree preferred * Relevant previous experience in financial technology services * Ability to clearly articulate business value (written/verbal) to various stakeholders within clients' organizations * Knowledge of financial technology industry and products, including market trends, challenges, and opportunities * Strong analytical skills, including experience with Tableau or similar software, and turning data into insights * Strong communication/presentatioNew York, NYNY1640579New YorkNYNoneE03938ED020141E1BA1E1909A029A6C2https://xerox.jobs/E03938ED020141E1BA1E1909A029A6C223NEW YORKCrowe LLPUnited StatesUSA2026-05-26 07:07:38Your Journey at Crowe Starts Here:At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description:As a Private Client Service Tax Managerinvolved in both compliance and consultingon a variety of projects,strong technical and communication skillsare vital to this role. Tax consulting includes performing tax research and working with clients on tax matters as well as planning and implementing special projects. The Tax Manager is responsible for the compliance function for clients including supervising the preparation and technical review of individual, fiduciary, and investment entity income tax returns. Responsibilities: * Your role will include identifying and implementing tax planning and consulting opportunities, preparation and review of client tax projections and calculations, management of client tax relationships and supervising and developing staff. * Manage, direct, and monitor multiple client engagements as well as serve as an advisor to the client. * Identify and assist with implementation of tax planning and tax savings strategies. * Research and consult on complex tax matters. * Management of client and governmental deadlines to ensure timely compliance for all tax filings. * Work closely with partners and staff to integrate technology and AI into our standard operating procedures to build efficiencies and leverage while utilizing a team approach. * Oversee full cycle of client engagement, from issuance of engagement letters, delivery of services, and billing of account. * Proactively identify and pursue opportunities to expand services with existing clients and attract new high-net-worth individuals and family office clients Qualifications: * BS in Accounting required, Masters in Taxation is a plus * CPA or EA * Minimum of five (5) years of progressive experience in public accounting or corporate/public blend * High Net Worth Individual Tax Practice experience including working with individuals, trusts, and investment entities, estate and gift experience is a plus * Proven engagement and staff management skills * Ability to manage and grow strong client relationships * Attention to detail, time management, and interest in developing technology and AI skills are all necessary * BS in Accounting required, Masters in Taxation is a plus * CPA or EA * Minimum of five (5) years of progressive experience in public accounting or corporate/public blend * High Net Worth Individual Tax Practice experience including working with individuals, trusts, and investment entities, estate and gift experience is a plus * Proven engagement and staff management skills * Ability to manage and grow strong client relationships * Attention to detail, time management, and interest in developing technology and AI skills are all necessary We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this timNew York, NYNY1640990New YorkNYNoneACCDE2C9C6184B9FB6EB8DBDE3827B4Ahttps://xerox.jobs/ACCDE2C9C6184B9FB6EB8DBDE3827B4A23ROCHESTERCore Logic Solutions LLCUnited StatesUSA2026-05-25 07:08:12At Cotality, we are driven by a single mission-to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry. Job Description: The Senior Program Manager, Client Delivery will be responsible for all aspects of the implementation of assigned programs and provides a single point of contact for complex large-scale programs. In particular, this role will oversee a complex technical program of projects supporting the real estate product suite. This program includes a mix of complex delivery projects, LEAN initiatives, and coordination of workstreams with interdependencies with Product, Product Marketing, Sales, Client Delivery, and Client Success teams. Responsibilities: Program Leadership: Responsible for coordinating aspects from initiation to post implementation for complex large-scale programs. Mentors and drives change with stakeholder teams, fostering a collaborative and productive work environment. Lead weekly and monthly status report meetings as appropriate to ensure proper progress and communication throughout the Cotality eco system. Fosters and develops program management methodologies as designed at the enterprise level and seeks to drive change effectively across the organization. Governance Provide program governance ownership, which includes monitoring and managing program scope through the change mgmt. process, establishing and maintaining regular cadence of program governance to communicate state, escalations and decision rises and issues to ensure leadership engagement. Portfolio Management: Prioritize and track a complex portfolio of initiatives, driving outstanding project execution. Project Planning: Develop and manage comprehensive project plans across the program, ensuring alignment with strategic objectives. Stakeholder Management: Collaborate with cross functional stakeholders around progress, milestones and status of the initiative leveraging appropriate tools and communication matrix. Develops processes across programs and ensures consistent implementation. Partners and collaborates with stakeholders throughout the business unit to gain consensus and drive program completion. Partners with internal and external customers, business partners, and others to understand and prioritize business goals and information needs related to the project, driving results. Risk Management: Identify potential program risks and develop mitigation strategies. Budget Management: Oversee project budgets, ensuring projects are completed within financial constraints. Provide financial oversight inclusive of: monitoring budget, run rate, forecast, cost savings and delta reporting. Will provide findings and financial details to the executive team on a timely basis (Monthly, quarterly or upon request). Performance Tracking: Monitor project progress and performance, using metrics and KPIs to ensure successful outcomes. Change Management: Act as the central point of liaison, communications, and coordination between stakeholder teams and others Job Qualifications: Education: A bachelor's degree in a relevant field (e.g., ComputerRochester, NYNY1639886New YorkNYNone5853DA2E800D47AC8918E47A6F12D757https://xerox.jobs/5853DA2E800D47AC8918E47A6F12D75723NEW YORKPinterest, Inc.United StatesUSA2026-05-23 07:08:27About Pinterest:Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace theflexibility to do your best work. Creating a career you love? It's Possible.At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we're looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we'll explore your foundational skills and how you collaborate with AI.Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here.As a Sr Client Account Manager, you will be in charge of driving a sophisticated book of business featuring some of the largest advertisers at Pinterest. You'll work directly with some of our key advertisers as a trusted consultant to their business. Your strategic advice, analytical skills and sales skills are core to bringing to life the value we deliver as a platform.We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Client Account Manager position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams. What you'll do: * Manage and grow client accounts, collaborating with partners to optimize campaigns and identify new opportunities. * Translate partner goals and data into clear, actionable insights for effective media strategies. * Advise clients on Pinterest ad products, targeting, bidding, creative, and measurement best practices. * Participate in client meetings to understand needs, solve challenges, and promote Pinterest solutions. * Clearly explain complex products and processes, serving as a trusted advisor to clients and agencies. * Build strong partner relationships and proactively expand opportunities to drive revenue growth. What we're looking for: * Experience in digital advertising sales, preferably with performance advertisers. * Demonstrates curiosity and a willingness to explore AI tools to improve day-to-day productivity, including campaign setup, performance reporting, client communications, and research. Leverages AI to work more efficiently, whether it's streamlining optimizations, preparing for client meetings, or surfacing insights from campaign data, while maintaining attention to detail and a high bar for accuracy. * Proven ability to manage mutually beneficial client accounts independently. * Strong knowledge of digital ad technologies across Search, Shopping, Display, and Social. * Effective at managing multiple priorities and achieving goals in a fast-paced environment. * Excellent written and verbal communication; skilled at building lasting partnerships. * Bachelor's degree in Business or a related field, or equivalent experience. In-Office Requirement Statement: * We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection. * This role will need to be in the office for in-person collaboration 2/ week and therefore needs to be in a commutable distance from one of the following offices: New York Relocation Statement: * This position is not eligibleNew York, NYNY1637753New YorkNYNone95BA4A86EEF842C1A9CF565728F1FEAChttps://xerox.jobs/95BA4A86EEF842C1A9CF565728F1FEAC23WantaghJPMorgan ChaseUnited StatesUSA2026-05-23 02:39:41At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Wantagh, NY $66,360.00 - $66,360.00Wantagh, NY210751642New YorkNYNoneB2A01ABBC0C942B7822F612F4CE3F188https://xerox.jobs/B2A01ABBC0C942B7822F612F4CE3F18823Rockville CentreJPMorgan ChaseUnited StatesUSA2026-05-23 02:39:41At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Rockville Centre, NY $66,360.00 - $66,360.00Rockville Centre, NY210751593New YorkNYNoneE7360A782CE54606AE6080972EFE7EBBhttps://xerox.jobs/E7360A782CE54606AE6080972EFE7EBB23AlbanyCapital OneUnited StatesUSA2026-05-23 00:15:30Manager, Client Development Affiliate Marketing, Capital One Ad Solutions (Remote) Capital One Ad Solutions is looking for a Strategic Client Manager to join the Partnerships Team. You’ll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution’s suite of products. In this client-facing role, the team is looking for a highly detail-oriented individual with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for our top merchants. You’ll act as a key liaison between our clients and internal teams, and be responsible for successfully executing their marketing campaigns from start to finish. Key Responsibilities Include: + Partner with key external stakeholders (merchants, agencies, networks) to help grow and cultivate Capital One Ad Solutions + Integrate Capital One Ad Solution’s products and services with our merchant partners + Leverage data to optimize and grow your book of business + Teach, support, and train agencies and industry partners on Capital One Ad Solutions + Work with Product, Revenue Management, and other key stakeholders to help drive our business + Drive strategic analysis to support merchant initiatives + Technical skills (utilizing analytic platforms, APIs, and proprietary tools) are a plus + Scale up new merchants via education and support + Demonstrated success leveraging data, analytical and communication skills + Travel onsite for merchant visits and/or industry conferences An ideal candidate will possess: + Strong strategic, analytical, and data-analysis skills + Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions + Excellent communication skills, both written and verbal + Experience in identifying, creating, and building strategies to achieve organizational objectives + Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners + A strong deference to team culture, collaboration, and open communication Basic Qualifications: + At least 6 years of experience in a client facing sales or account management role + At least 5 years of experience reviewing or analyzing data Preferred Qualifications: + Bachelor’s Degree + 6+ years of affiliate, enterprise sales or performance marketing experience + Proven track record of managing, selling, and developing relationships with Strategic Merchants + Experience managing technical sales and integrations + Demonstrated success selling and managing merchants on sophisticated ad platforms + Strong data, analytical and communication skills At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $138,100 - $157,700 for Manager, Capital One Ad Solutions Richmond, VA: $138,100 - $157,700 for Manager, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (https://www.capitalonecareers.com/benefits) . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).Albany, NYR243021New YorkNYNoneE949AADA366443E8BCF12D370FD6BE0Ahttps://xerox.jobs/E949AADA366443E8BCF12D370FD6BE0A23Sag HarborJPMorgan ChaseUnited StatesUSA2026-05-22 05:16:07At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Sag Harbor, NY $66,360.00 - $66,360.00Sag Harbor, NY210750887New YorkNYNoneFACF553F037F4DA6936D2D26D7F4D6BAhttps://xerox.jobs/FACF553F037F4DA6936D2D26D7F4D6BA23AlbanyEvolentUnited StatesUSA2026-05-22 04:06:27**Your Future Evolves Here** Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect the pieces of fragmented health care system and ensure people get the same level of care and compassion we would want for our loved ones. Evolent employees enjoy work/life balance, the flexibility to suit their work to their lives, and autonomy they need to get things done. We believe that people do their best work when they're supported to live their best lives, and when they feel welcome to bring their whole selves to work. That's one reason why diversity and inclusion are core to our business. Join Evolent for the mission. Stay for the culture. **What You’ll Be Doing:** **Managing Director, Client Data Engineering** **Summary** The Managing Director of Client Data Engineering leads the engineering organization responsible for client data ingestion, transformation, validation, exchange, and extraction capabilities that support Evolent’s client implementations, production operations, and strategic platform evolution. This role leads distributed engineering teams across domains such as provider, member, authorization, claims, and EAS-related client data flows, while partnering closely with Product, Implementation, Operations, Architecture, and business stakeholders to deliver reliable, scalable, and client-centered solutions. This leader is accountable for ensuring client implementations are delivered on time, production support remains strong, and client satisfaction stays high. The role requires close partnership with Product and direct engagement with clients to refine requirements, clarify scope, identify risks early, and ensure support requests are sized and prioritized appropriately. The Managing Director also helps shape the transition from legacy integration patterns toward more modern, standardized, and scalable data exchange platforms. **Responsibilities** + Develop and execute the strategic vision for Client Data Engineering, aligning technical investments and delivery priorities with business goals, client commitments, and product strategy. + Lead the engineering teams responsible for client data ingestion, outbound data delivery, interface development, implementation support, and production support across provider, member, authorization, claims, and related client data domains. + Partner closely with Product leadership to refine business and client requirements, improve requirement quality, and ensure engineering teams receive clear, actionable, and appropriately scoped work. + Work directly with clients, implementation teams, and internal stakeholders to clarify technical requirements, identify risks and dependencies early, and scope client support requests so implementations happen on time and client satisfaction remains high. + Drive successful client implementations by improving data readiness, validation practices, delivery predictability, and coordination across engineering, product, implementation, and operations teams. + Establish clear ownership, operating models, and engagement patterns for Client Data Engineering teams so internal partners know how to engage the organization effectively and critical work is routed to the right teams. + Lead the modernization of client data exchange capabilities, including migration of legacy interfaces and EDI-related workflows to more standardized, maintainable, and scalable platforms and patterns. + Provide strategic direction for healthcare data integration capabilities, including EDI/X12 transactions, client-specific file interfaces, data movement across operational platforms, and evolving interoperability approaches such as FHIR-enabled architectures where appropriate. + Ensure strong governance of software engineering and data engineering practices across the organization, including design, testing, release management, production readiness, support processes, and operational accountability. + Monitor and improve delivery, quality, and operational performance through the use of metrics, service health indicators, implementation outcomes, and continuous improvement practices. + Build strong cross-functional relationships with Product, Client Delivery, Implementation, Operations, Architecture, Infrastructure, and other Engineering teams to resolve issues quickly and deliver value-driven solutions. + Lead and mentor directors, senior directors, managers, and technical leaders within Client Data Engineering, building a culture of accountability, collaboration, technical excellence, and customer focus. + Drive organizational planning, staffing, and talent development for a geographically distributed team, including contractor and vendor strategy where needed to support business priorities. + Represent Client Data Engineering in executive discussions and broader organizational planning, communicating priorities, risks, dependencies, progress, and strategic recommendations effectively. **Requirements** + Bachelor’s degree in Computer Science, Software Engineering, Information Systems, or a related field; + 15+ years of experience in software engineering, data engineering, or healthcare data integration, including 7+ years in senior leadership roles managing distributed engineering organizations. + Demonstrated success leading large-scale client-facing engineering or data integration organizations responsible for implementations, production support, and strategic platform evolution. + Strong technical background in healthcare data integration, data pipelines, interface design, and enterprise software delivery, including experience with modern cloud platforms such as Azure, AWS, or GCP. + Deep experience working with healthcare data exchange patterns and technologies, including file-based integrations, EDI/X12 transaction flows, and related operational support models; familiarity with FHIR and modern interoperability approaches is strongly preferred. + Proven ability to partner effectively with Product and business stakeholders to improve requirements, prioritize investments, manage tradeoffs, and translate business needs into executable engineering plans. + Experience working directly with clients or client-facing teams to refine requirements, manage delivery expectations, resolve escalations, and maintain strong customer satisfaction. + Demonstrated success improving implementation delivery, operational stability, and engineering maturity through better processes, metrics, quality practices, and organizational clarity. + Strong leadership experience developing managers and senior technical leaders while building high-performing, accountable, and collaborative teams. + Excellent communication and interpersonal skills, with the ability to influence executives, collaborate across organizations, and represent engineering effectively with both internal and external stakeholders. + Strong business acumen with the ability to balance strategic modernization goals with near-term client commitments, operational needs, and delivery timelines. To ensure a secure hiring process we have implemented several identity verification steps, including submission of a government issued photo ID. We conduct identity verification during interviews, and final interviews may require onsite attendance. All candidates must complete a comprehensive background check, in-person I-9 verification, and may be subject to drug screening prior to employment. The use of artificial intelligence tools during interviews is prohibited and monitored. Misrepresentation will result in immediate disqualification from consideration. **Technical Requirements:** We require that all employees have the following technical capability at their home: High speed internet over 10 Mbps and, specifically for all call center employees, the ability to plug in directly to the home internet router. **Evolent is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.** **If you need reasonable accommodation to access the information provided on this website, please contact recruitingteam@evolent.com for further assistance.** The expected base salary/wage range for this position is $175,000-185,000. As part of our total compensation package, Evolent is proud to offer comprehensive benefits (including health insurance benefits) to qualifying employees. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts. Don't see the dream job you are looking for? Drop off your contact information and resume and we will reach out to you if we find the perfect fit!Albany, NYJR-916299New YorkNYNone921F2B6A02DD4158B9D136AC1E4812A2https://xerox.jobs/921F2B6A02DD4158B9D136AC1E4812A223BuffaloHighmark HealthUnited StatesUSA2026-05-22 03:41:58**Company :** Highmark Inc. **Job Description :** **JOB SUMMARY** This job is responsible for managing a book of business and the business relationship as a strategic consultant for existing accounts directly or through intermediaries. The incumbent is responsible for renewing accounts and selling new products and services to existing accounts to ensure retention and growth of profitable business. **This role can be hybrid or remote. If you are within 50 miles of an office you are required to be onsite 3 days a week - T, W, Th.** **ESSENTIAL RESPONSIBILITIES** + Review new products, services, capabilities, and technologies with the client in order to sell assigned product lines, renewals and add-on sales to ensure retention, profitability and growth of existing business. + Manage relationships at senior levels with clients, consultants and brokers/producers by creating valued business partnerships, demonstrating business acumen and cultivating an active network. + Develop appropriate sales solutions giving consideration to increased competition and the changing political environment. + Develop, implement and execute business plans and metrics for retaining and growing membership while enhancing profitability and cross-selling. + Conduct routine service calls and function as the primary Group contact for strategic planning and consultation. + Support customers during the implementation of sales contracts and throughout the relationship by advocating for escalated services issues in a timely and professional manner; taking responsibility for customer satisfaction and loyalty. + Complete and maintain sales projections, finalize rates and benefit adjustments and prepare reports and documents for renewal and sales presentations. + Participate in product development and prepare business programs (i.e. territory specific action plans and strategy for closing sales) and long term strategy for specific account needs. Lead internal partners (Clinical, Analytics, etc.) in delivering client strategy. + Other duties as assigned or requested. **QUALIFICATIONS** **Minimum** + State specific Producer License's for Life, Accident & Health are required or must be obtained within 45 days of hire + 7 years of Account/Client Management experience or other relevant experience **Substitutions** + None **Preferred** + None **Skills** + Ability to speak publicly and extemporaneously on a variety of subjects + Presentation, communication and negotiation skills + Organizational skills and the ability to meet deadlines + Creativity and Innovation + Persistence & Resilience + Problem Solving + Influence **Language (Other than English):** None **Travel Requirement:** 0% - 25% **PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS** **Position Type** Office-based or Remote Teaches / trains others regularly Occasionally Travel regularly from the office to various work sites or from site-to-site Rarely Works primarily out-of-the office selling products/services (sales employees) Never Physical work site required Yes Lifting: up to 10 pounds Constantly Lifting: 10 to 25 pounds Occasionally Lifting: 25 to 50 pounds Rarely **_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._ **_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._ _As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._ _Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._ **Pay Range Minimum:** $96,000.00 **Pay Range Maximum:** $144,000.00 _Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._ Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law. We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below. For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org California Consumer Privacy Act Employees, Contractors, and Applicants Notice Req ID: J281834Buffalo, NYJ281834New YorkNYNoneC7C6EB925FAA410DB0188FC52AB71B60https://xerox.jobs/C7C6EB925FAA410DB0188FC52AB71B6023New YorkNuveen InvestmentsUnited StatesUSA2026-05-22 00:15:19The Client Portfolio Manager, Content collaborates with CPM teammates to write, review and/or edit a range of Nuveen thought leadership and other investment-related content in support of Nuveen’s sales/distribution efforts and other business priorities. The role ensures editorial quality, consistency of messaging and maintenance of Nuveen brand guidelines in line with the highest professional standards. **Key Responsibilities and Duties** + Write, edit and/or review the following content: + Weekly economic, market and/or asset class-specific pieces, including the CIO Weekly or others that may be created or assigned + Monthly performance commentaries for Nuveen equity, fixed income and real assets UCITS and/or Luxembourg funds + Monthly market or asset class updates to meet non-U.S. and/or institutional client-specific requests, such as global equities review/outlook for Japan + Quarterly performance commentaries for Nuveen mutual funds, closed-end funds, retail and/or institutional SMAs, CREF variable annuity accounts and other portfolios/strategies as assigned + Quarterly asset class reviews & outlooks, such as the Bond Market Review & Outlook, Equities Market Outlook or others that may be created or assigned + White papers, including evergreen subjects with annual updates (e.g., asset class primers), ad hoc economic, market, asset class and investment strategy themes, and other thematic thought leadership pieces as assigned + Internal-use materials, such as weekly market updates or talking points on current issues or topics relevant to client-facing business partners + As backup to the head of the CPM Content team for executive communications, provide direct editorial support to Nuveen CIO’s social media and Global Investment Committee (GIC) content as assigned + Liaise with Marketing and/or Compliance (via AdMaster submission review platform) as needed to ensure successful content outcomes + Perform editorial/logistical/project support (e.g., research, CPM self-produced layout) as assigned **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required Qualifications** + Minimum 3+ years in a writing and editing role at an asset manager or other investment/financial services firm + FINRA series 7 & 63 or ability to obtain within 6 months **Preferred Qualifications** + 5+ years in a writing and editing role within an asset manager + Experience working in a fast-paced, deadline-driven environment + Demonstrated ability and comfort level to work with high-level investment professionals and senior executive management Related Skills Analytical Skills, Asset/Investment Modeling, Asset Allocation, Asset Management, Communication, Economic Analysis, Financial Risk Management, Forecasting, Investment Research/Analysis, Investments, Investment Strategy Acumen, Programming **Anticipated Posting End Date:** 2026-06-22 Base Pay Range: $129,000/yr - $160,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . + For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . + For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)New York, NYR260500077New YorkNYNone8CE47526E8A8497B9C30BA1970083CBAhttps://xerox.jobs/8CE47526E8A8497B9C30BA1970083CBA23NEW YORKMarsh McLennan Inc.United StatesUSA2026-05-21 07:39:22We are seeking a talented individual to join our Client Management Operations team at Marsh. This role will be based in New York City. This is a hybrid role that has a requirement of working at least three days a week in the office. The Global Program Manager for Client Management Operations will play a critical role in implementing and executing significant transformation programs. Reporting directly to the Global Head of Client Management Operations, you will shape and deliver large-scale, complex programs aligned with the global strategic transformation and change agenda, serving as a trusted advisor to leadership and driving Operational Excellence (OpEx) priorities. We will count on you to: Lead the design and execution of our client management strategy, in partnership with operations, technology, sales, distribution and practice teams, focused on increasing commercial opportunities and optimizing client retention strategies. This includes establishing relationships with the regional value stream leaders and COOs to partner on advancing our commercial objectives, through a strong understanding of business challenges, goals and the outcomes required Leveraging the power of our client data to drive excellence in client service, end to end, across all of our value streams by leading the design and development of our client reference and preference data strategy, including development of key performance indicators for continuous improvement. Advancing our aspiration to establish a globally consistent, differentiated colleague and client experience around transition management and client onboarding, committed to best practices and continuous improvement across all of our regions, which includes the following functions: Transition Management, Client Due Diligence, Internal Client Set-Up, Servicing Preparation / Client Profile completion, and Client Service Agreement coordination Actively contribute to the technology strategy of the value stream, establishing change and adoption plans in partnership with regional leaders and ensuring consistency in solutions Develop methods for implementing long-term project goals and objectives for highly complex and regional projects, prioritizing and driving transformation needs to deliver desired customer, colleague, operational, and financial outcomes. Manage all project funds, develop and implement project plans covering resources, scope, schedule, cost, assumptions, and dependencies, and prepare global status reports while interfacing with stakeholders across seven regions. Coordinate and communicate project activities with relevant stakeholders to ensure progress within time and budget constraints. Provide tracking and next steps in initiative delivery to leaders and support project teams with expertise in process excellence, project management, facilitation, problem solving, and accelerating transformation and value creation. Influences cross-functional leaders across highly matrixed global organization to align competing perspectives, build consensus, and guide stakeholders through complex change journeys-delivering on program milestones, minimizing disruption, and securing sustained adoption. What you need to have: 12+ years in program/project management on large, complex solutions aligned with organizational strategic vision. 8+ years experience working with, facilitating, and presenting to senior leadership. Strong Commercial acumen - ability to identify where operations can enhance the client value proposition, keeping a client-centric focus Proactive stakeholder management, strategic and tactical influencing skills Experience in leading and driving transformation /change at scale and pace Ability to lead in ambiguity - translate complexity to clear vision Pragmatic approach to problem solving, aligned to client and business needs, operating with a sense of urgency Team player, demonstrates strength in working collaboratively Evidence of ability to innovate Extensive people leadersNew York, NYNY1635165New YorkNYNoneAB534CB6E17F4411BE902F7D58D2B98Chttps://xerox.jobs/AB534CB6E17F4411BE902F7D58D2B98C23AlbanyDatavantUnited StatesUSA2026-05-21 07:20:47Datavant is the data collaboration platform trusted for healthcare. Guided by our mission to make the world’s health data secure, accessible and actionable, we provide critical data solutions for organizations across the healthcare ecosystem - including providers, health plans, researchers, and life sciences companies. From fulfilling a single patient’s request for their medical records to powering the AI revolution in healthcare, Datavanters are building the future of how data is connected and used to improve health. By joining Datavant today, you’re stepping onto a driven and highly collaborative team that is passionate about creating transformative change in healthcare. **What We’re Looking For:** Datavant’s Legal & Insurance Client Success organization partners with customers across the insurance, legal, and claims ecosystem to help them retrieve, organize, analyze, and securely exchange critical records. Our team is responsible for protecting revenue, improving customer health, expanding adoption, and advocating for a better end-to-end customer experience through proactive, data-driven account management. We are looking for a Client Success Manager to manage an assigned book of customers and drive customer health, adoption, retention support, value realization, and qualified growth opportunities. This role is responsible for moving beyond reactive account support by using data, customer feedback, account planning, and proactive engagement to identify risks and opportunities before they become renewal issues or customer escalations. As a Client Success Manager, you will own the customer plan for your assigned book. You will build relationships with customer stakeholders, monitor account health, maintain clean account documentation, identify expansion signals for Sales, and partner cross-functionally to improve the customer experience. Success in this role means assigned accounts have clear ownership, organized account plans, proactive engagement, documented risks and opportunities, and measurable progress toward retention, growth, customer health, and operational improvement goals. **What You Will Do:** + Work remotely from anywhere in the United States. + Manage an assigned book of customers across Datavant’s Legal & Insurance business, which may include insurance carriers, law firms, claims organizations, plaintiff firms, enterprise clients, regional accounts, or other customer segments. + Own the customer relationship for assigned accounts by driving engagement (meetings, calls, email, webinar), account health, adoption, value realization, retention support, and expansion identification. + Build trusted relationships with customer stakeholders. + Develop and maintain a clear understanding of each customer’s business, workflow, goals, products used, order behavior, service experience, risks, opportunities, and overall health. + Build and maintain account plans for assigned customers, including stakeholder maps, business hierarchy, product usage, order trends, revenue trends, open issues, risks, opportunities, renewal considerations, and next steps. + Use Salesforce, dashboards, revenue reporting, order activity, usage data, hold reports, aging reports, escalation trends, and customer feedback to identify risks and opportunities across the book. + Proactively engage customers based on data signals, including declining volume, low adoption, inactivity, unresolved holds, service issues, workflow gaps, customer sentiment changes, or expansion potential. + Lead customer meetings, trainings, health reviews, account check-ins, business reviews, and renewal readiness discussions based on customer segment, account complexity, and business need. + Help customers understand and adopt Datavant/Ontellus solutions by connecting capabilities to practical outcomes, including faster case movement, improved records usability, reduced administrative burden, clearer workflow visibility, stronger claims or legal files, and better case resolution. + Identify qualified growth opportunities by uncovering customer needs tied to additional products, expanded usage, new users, new business units, new carrier programs, new firm relationships, or workflow improvements. + Partner with Sales to share clear lead context, including the customer need, business problem, stakeholder information, current usage, revenue opportunity, and recommended next action. + Partner with Operations, Client Services, Product, Finance, and other internal teams to address customer issues, improve workflows, resolve recurring pain points, and close the loop with customers. + Capture customer feedback in a structured way, including pain points, recurring issues, process gaps, sentiment changes, product needs, and operational improvement opportunities. + Maintain strong Salesforce hygiene, including accurate activity logging, account notes, meeting outcomes, risk tracking, opportunity signals, stakeholder updates, renewal notes, and follow-up actions. + Support renewal readiness by documenting customer value, unresolved risks, adoption trends, stakeholder sentiment, operational issues, and expansion paths. + Lead customer health reviews, account check-ins, trainings, business reviews, and renewal readiness conversations as appropriate for assigned accounts. + Act as the voice of the customer internally by using customer data, feedback, and account insights to help improve the customer experience and strengthen the broader Client Success operating model. + Create qualified growth opportunities for Sales by connecting customer needs, usage patterns, stakeholder feedback, and business outcomes. + Operate with independence and sound judgment while keeping leadership informed of material risks, opportunities, and customer trends. **What a Typical Day Looks Like:** + Review customer health, revenue trends, order activity, usage patterns, hold reports, escalation status, renewal timing, and customer feedback across your assigned book. + Prioritize outreach based on account risk, adoption gaps, customer needs, service issues, or expansion signals. + Prepare for and lead customer check-ins, trainings, health reviews, business reviews, discovery conversations, or renewal readiness discussions. + Analyze account data to identify declining usage, stalled workflows, revenue leakage, under-adoption, reactivation opportunities, or additional service needs. + Partner with Sales on qualified leads, account growth strategies, stakeholder alignment, and customer messaging. + Work with internal teams to resolve issues, clarify root causes, improve communication, and reduce avoidable escalations. + Update Salesforce with account plans, activity notes, stakeholder information, risks, opportunities, customer feedback, next steps, and follow-up dates. **What You Need to Succeed:** + 3+ years of experience in Customer Success, Account Management, Client Services, legal services, insurance, claims, healthcare technology, SaaS, or another B2B client-facing role. + Experience managing a book of business, portfolio of accounts, or assigned customer relationships. + Strong relationship management, discovery, and consultative communication skills. + Ability to use data, reporting, dashboards, and customer feedback to identify risks, opportunities, and account trends. + Experience maintaining account plans, stakeholder maps, meeting notes, risk documentation, opportunity signals, and follow-up actions. + Strong Salesforce hygiene or CRM discipline, including accurate activity logging, account documentation, and next-step management. + Ability to identify commercial opportunities and translate customer needs into qualified leads or expansion recommendations for Sales. + Experience working cross-functionally with Sales, Operations, Client Services, Support, Product, Finance, or other internal teams. + Strong organizational skills and ability to manage multiple accounts, meetings, follow-ups, and priorities. **What Helps You Stand Out:** + Experience in record retrieval, claims, legal offices. We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. The estimated total cash compensation range for this role is: $85,000—$95,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (https://www.datavant.com/eeo-commitment-statement) . Know Your Rights (https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal) , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren’t even able to see whether you’ve responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (https://peopleteam.datavant.com/portal/en/newticket?departmentId=248697000248790029&layoutId=248697000248795462) by selecting the ‘Interview Accommodation Request’ category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (https://app.tango.us/app/workflow/Greenhouse--Locating-Requisition-ID-2c7d618c8a8a423da4330ff12330695e) . Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy (https://www.datavant.com/privacy-policy) .Albany, NY6835New YorkNYNone588CE09931204A65ABADBF6AA8C687CEhttps://xerox.jobs/588CE09931204A65ABADBF6AA8C687CE23New YorkRobert HalfUnited StatesUSA2026-05-21 00:25:45**JOB REQUISITION** Client Solutions Manager (Marketing & Creative) Midtown NY **LOCATION** NY MIDTOWN NEW YORK **JOB DESCRIPTION** **Job Summary** As a **Client Solutions Manager** , your responsibilities will include: + Business development: Develop and grow your own client base by marketing our services for full time placement solutions using your proven **Marketing & Creative** and/or recruiting background. Market to **Marketing & Creative** via telephone, video as well as conduct in-person meetings with **Marketing & Creative** and key decision makers. Client Solutions Manager will participate in local association and networking events to solidify Robert Half’s presence in the local business community. + Placement activities: Select well-matched candidates to fulfill client job orders and maintain on-going contact with client companies and contract professionals currently on assignment to ensure both receive exceptional customer service. In addition, the client solutions manager will resolve any customer service issues quickly and efficiently to maintain the highest level of customer satisfaction. + Meet and exceed weekly business development goals. **Qualifications:** + Bachelor’s degree required. **Marketing & Creative** degree preferred. + 2+ years of business-to-business development experience and/or working in a **Marketing & Creative** related field is preferred. + Must have a strong desire to build a career in business development by using proven closing skills and the ability to build client relationships. + A combination of business development and account management skills are required. + Ability to multi-task and persevere in a fast-paced dynamic environment with a sense of urgency. + Must have a proven track record of success and be a competitive and self-motivated individual. Salary: The typical salary range for this position is $75,000 to $92,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives. **Top Reasons to Work for Robert Half:** + **EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER –** For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match. + **PERFORMANCE = REWARD –** We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com . + **UPWARD MOBILITY –** With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond. + **TOOLS FOR SUCCESS –** We provide world-class training, client relationship management tools and advanced technology to help you succeed. + **RESPECTED WORLDWIDE –** Robert Half has appeared on FORTUNE magazine’s list of “Most Admired Companies” since 1998, as well as numerous “Best Places to Work” lists around the world. + **OUTSTANDING CORPORATE RESPONSIBILITY –** We believe in an “Ethics First” philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half’s Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility . Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance. In your email please include the following: + The specific accommodation requested to complete the employment application. + The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. **JOB LOCATION** NY MIDTOWN NEW YORKNew York, NYJR-260394New YorkNYNone70B66814154A404987092DE09F12F817https://xerox.jobs/70B66814154A404987092DE09F12F81723NEW YORKCohnreznick LLPUnited StatesUSA2026-05-20 07:18:47Job Description As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Senior Associate to join the team. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings. YOUR TEAM. This position is rooted within the Client Advisory & Management Services practice. The CAMS team partners closely with clients to strengthen and modernize their finance and accounting functions. Our professionals deliver hands-on support across day-to-day accounting, financial reporting, month-end close, audit readiness, budgeting, and process improvement, helping organizations operate more efficiently and make informed business decisions. The team serves a diverse client base from entrepreneurial and growth-stage companies to established middle-market organizations, across a variety of industries. CAMS works directly with business owners, CFOs, and leadership teams, acting as an extension of the client's internal finance function while leveraging technology and best practices to scale operations and drive long-term success. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE Responsibilities include, but are not limited to: The Senior Associate in our Client Advisory and Management Services team will be expected to supervise and review work from our bookkeepers, including monthly bookkeeping and financial reporting, and tackle non-routine projects that our clients need. In addition to being a resource to other supported team members, Senior Associates can be expected to assist with onboarding new clients and documenting policies and procedures for bookkeeping processes. Experience with Quickbooks Online and BILL is a plus, as well as familiarity with budgeting, invoicing and payroll. YOUR EXPERIENCE. The successful candidate will have: Bachelor's or Master's in Accounting/Taxation preferred CPA, JD or EA not required but preferred 3-5 years' experience in a public accounting firm 1+ year of supervisory experience Ability to lead, manage and develop staff in a highly interactive team environment Strong knowledge and experience with Excel Solid working knowledge of Microsoft Office and Quickbooks Online Exceptional organizational, communication and presentation (verbal and written) skillsStudies have shown that we are less likely to pply toNew York, NYNY1634241New YorkNYNone84703271EB594C5FBF23ECA9A56C9F50https://xerox.jobs/84703271EB594C5FBF23ECA9A56C9F5023NEW YORKMarsh McLennan Inc.United StatesUSA2026-05-19 07:36:36We are seeking a talented individual to join our Client Management Operations team at Marsh. This role will be based in New York City. This is a hybrid role that has a requirement of working at least three days a week in the office. The Global Program Manager for Client Management Operations will play a critical role in implementing and executing significant transformation programs. Reporting directly to the Global Head of Client Management Operations, you will shape and deliver large-scale, complex programs aligned with the global strategic transformation and change agenda, serving as a trusted advisor to leadership and driving Operational Excellence (OpEx) priorities. We will count on you to: Lead the design and execution of our client management strategy, in partnership with operations, technology, sales, distribution and practice teams, focused on increasing commercial opportunities and optimizing client retention strategies. This includes establishing relationships with the regional value stream leaders and COOs to partner on advancing our commercial objectives, through a strong understanding of business challenges, goals and the outcomes required Leveraging the power of our client data to drive excellence in client service, end to end, across all of our value streams by leading the design and development of our client reference and preference data strategy, including development of key performance indicators for continuous improvement. Advancing our aspiration to establish a globally consistent, differentiated colleague and client experience around transition management and client onboarding, committed to best practices and continuous improvement across all of our regions, which includes the following functions: Transition Management, Client Due Diligence, Internal Client Set-Up, Servicing Preparation / Client Profile completion, and Client Service Agreement coordination Actively contribute to the technology strategy of the value stream, establishing change and adoption plans in partnership with regional leaders and ensuring consistency in solutions Develop methods for implementing long-term project goals and objectives for highly complex and regional projects, prioritizing and driving transformation needs to deliver desired customer, colleague, operational, and financial outcomes. Manage all project funds, develop and implement project plans covering resources, scope, schedule, cost, assumptions, and dependencies, and prepare global status reports while interfacing with stakeholders across seven regions. Coordinate and communicate project activities with relevant stakeholders to ensure progress within time and budget constraints. Provide tracking and next steps in initiative delivery to leaders and support project teams with expertise in process excellence, project management, facilitation, problem solving, and accelerating transformation and value creation. Influences cross-functional leaders across highly matrixed global organization to align competing perspectives, build consensus, and guide stakeholders through complex change journeys-delivering on program milestones, minimizing disruption, and securing sustained adoption. What you need to have: 12+ years in program/project management on large, complex solutions aligned with organizational strategic vision. 8+ years experience working with, facilitating, and presenting to senior leadership. Strong Commercial acumen - ability to identify where operations can enhance the client value proposition, keeping a client-centric focus Proactive stakeholder management, strategic and tactical influencing skills Experience in leading and driving transformation /change at scale and pace Ability to lead in ambiguity - translate complexity to clear vision Pragmatic approach to problem solving, aligned to client and business needs, operating with a sense of urgency Team player, demonstrates strength in working collaboratively Evidence of ability to innovate Extensive people leadersNew York, NYNY1633102New YorkNYNone0B1AAB5E34CD40D9A1A90A2ED73630C4https://xerox.jobs/0B1AAB5E34CD40D9A1A90A2ED73630C423AmherstCVS HealthUnited StatesUSA2026-05-17 03:55:49We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. **Position Summary** ****We are open to location for qualified candidates**** The Director, Pharmacy Client Management leads a team of account executives, driving strategic and operational excellence to ensure client satisfaction, retention, and growth. This role partners closely with senior client leadership and cross-functional teams to deliver consultative solutions, resolve issues, and advance the adoption of Meritain Pharmacy Solutions’ products and services. ****In addition to a base salary, this role is also eligible for Sales Incentive Commissions**** **Key Responsibilities** + **Leadership & Team Development** + Provide strategic direction and operational oversight to the account executive team. + Coach, mentor, and develop team members to achieve high performance and professional growth. + Assign and manage account executive portfolios to align with strategic goals and support client retention. + Model leadership expectations and foster a collaborative, high-trust team culture. + **Client Relationship Management** + Build and maintain consultative partnerships with senior client stakeholders. + Serve as the primary escalation point for client issues, ensuring timely and effective resolution. + Facilitate strategic discussions with clients to review service performance, identify growth opportunities, and execute retention strategies. + Gather and act on routine feedback from client contacts to continuously improve service delivery. + **Operational Excellence** + Develop and implement standard operating procedures and reporting requirements for consistent, high-quality client service. + Establish processes and tracking methodologies to monitor contract performance and prevent recurring issues. + Collaborate with cross-functional partners to drive process improvements and ensure strategic alignment across the enterprise. + **Business Development & Contract Management** + Lead contract negotiations and pricing for new business and renewals. + Participate in request for proposal (RFP) processes and provide account leadership during project implementations. + Support the development and execution of consultant engagement strategies to expand market presence. + **Financial & Resource Management** + Manage budgets, revenue goals, staffing, and resource allocation to meet organizational objectives. + Oversee employee relations, including conflict resolution and performance management. + Attend face-to-face meetings with customers as needed to support team and client engagement. + **Other Duties** + Perform additional responsibilities as assigned to support organizational success. **Required Qualifications** + **Education & Experience** + Bachelor’s degree or equivalent work expereince. + Minimum 6 years of client services experience in healthcare or pharmacy benefit management, preferably with self-funded health plans. + Minimum 4 years of leadership or people management experience. + **Additional Qualifications** + Deep understanding of the pharmacy benefit management (PBM) industry, with expertise in areas such as pharmacy trends and plan benefits. + Exceptional interpersonal skills, with the ability to facilitate meetings, resolve conflicts, build consensus, and influence stakeholders at all levels. + Strong organizational and prioritization skills; able to manage multiple complex projects under pressure and tight deadlines. + Proven ability to create a compelling vision, inspire action, and deliver team results. + Demonstrated success in strategic planning, client retention, and product adoption. + Analytical skills to develop solutions for complex client challenges. + Experience working effectively in a matrixed team environment and leading cross-departmental initiatives. + Track record of identifying improvement opportunities and leading process change. + **Preferred Qualifications** + Experience in PBM client management or sales leadership. **Additional Requirements** + Ability to travel up to 30% of the time. + Flexibility to work outside standard business hours as needed. **Anticipated Weekly Hours** 40 **Time Type** Full time **Pay Range** The typical pay range for this role is: $68,000.00 - $174,134.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. **Great benefits for great people** We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits are provided during the application process and on Benefits Moments (https://learn.bswift.com/cvshealth-mainland) . We anticipate the application window for this opening will close on: 08/15/2026 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. CVS Health is an equal opportunity/affirmative action employer, including Disability/Protected Veteran — committed to diversity in the workplace.Amherst, NYR0905042New YorkNYNone94F36EB4AF8F463686A18E529FA8764Dhttps://xerox.jobs/94F36EB4AF8F463686A18E529FA8764D23NEW YORKPinterest, Inc.United StatesUSA2026-05-16 07:08:53About Pinterest:Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace theflexibility to do your best work. Creating a career you love? It's Possible.At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we're looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we'll explore your foundational skills and how you collaborate with AI.Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here.As a Sr. Client Account Manager, you will play a pivotal role in driving business results for Pinterest's largest strategic advertisers. Your expertise throughout the funnel tactics will help you grow and nurture client relationships and guide them from awareness through to conversion and retention. We're looking for a Client Account Manager to help our most strategic partners successfully grow their business through Pinterest. You'll work directly with some of our key advertisers as a trusted consultant to their business. Your strategic advice, analytical skills and sales skills are core to bringing to life the value we deliver as a platform.We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Sr. Client Account Manager position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams. What you'll do: * Plan, execute, upsell, and optimize data-driven ad campaigns in collaboration with internal teams. * Build and maintain strategic partnerships, aligning with stakeholder goals across all funnel stages. * Ensure accurate implementation of first-party data and campaign launches with cross-functional teams. * Optimize media campaigns and audience targeting daily using various technologies and platforms. * Deliver weekly campaign performance reporting and insights. * Advise clients on Pinterest ad products, targeting, bidding, creative, and measurement strategies. * Provide exceptional client service through communication, issue resolution, and seamless execution. * Simplify complex processes, upsell and pitch strategic solutions, and continuously improve campaigns. What we're looking for: * Proven experience managing and growing client accounts with data-driven strategies. * Strong knowledge of advertising best practices and technical media measurement. * Skilled at identifying client needs, communicating persuasive recommendations, and overcoming objections. * Ability to build and execute full-funnel sales strategies, driving adoption and conversions. * Excellent at managing multiple campaigns, tasks, and timelines simultaneously. * Outstanding verbal and written communication skills with a proactive, problem-solving mindset. * Bachelor's degree in Business, Sales, or related field, or equivalent experience. In-Office Requirement Statement: * We recognize that the ideal environment for work is situational and may differ across departments. What this looks like day-to-day can vary based on the needs of each organization or role. * This role will need to be in the office for in-person collaboration 2 times per week anNew York, NYNY1631162New YorkNYNoneCDE9CC0BE15A4750BA529E8F36B4F2CBhttps://xerox.jobs/CDE9CC0BE15A4750BA529E8F36B4F2CB23New YorkU.S. BankUnited StatesUSA2026-05-16 04:51:24At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Reviews and accepts new client relationships based on business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; resolves problems quickly and effectively. Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients. Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinates the development and implementation of operational changes within the unit. May be responsible for meeting certain revenue, new business and expense goals. May manage staff, hire new staff, and/or train staff to successfully meet business objectives. PERTAINING TO THOSE WHO ARE HIRED TO PERFORM CAYMAN ISLANDS MONETARY AUTHORITY (CIMA) REGULATED ACTIVITIES. The candidate may be required to disclose/provide the following during the recruitment process (where not precluded by U.S. Bank recruitment or hiring policies): Membership to professional bodies (if applicable and required for the role), References, and Any criminal history, regulatory censure, sanctions, legal proceedings and any other formal censure, discipline or public criticism at the stage of recruitment. **Location expectations** This role requires working from a U.S. Bank location three (3) or more days per week. **Basic Qualifications** - Bachelor’s degree, or equivalent work experience - Typically eight or more years of relevant experience **Preferred Skills/Experience** - Thorough knowledge of corporate trust and investment instruments - Thorough knowledge of account management, trust operations, project management, and legal regulations - Thorough knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations - Ability to develop new business - Effective management skills to include planning, budgeting, and people management - Ability to resolve complex problems with minimal guidance - Ability to communicate quickly with clients to resolve client issues and disputes - Effective interpersonal, verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0013137New YorkNYNoneDC1DD52178EB46ED9ED4877CB82CD051https://xerox.jobs/DC1DD52178EB46ED9ED4877CB82CD05123RiverheadJPMorgan ChaseUnited StatesUSA2026-05-16 04:35:11At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Riverhead,NY $28.85 - $39.90 / hour; Mount Sinai,NY $28.85 - $39.90 / hourRiverhead, NY210747017New YorkNYNoneDA18C7EB613647D9A5F5DD13200C6E42https://xerox.jobs/DA18C7EB613647D9A5F5DD13200C6E4223SouthamptonBank of AmericaUnited StatesUSA2026-05-16 04:32:19Wealth Management Client Associate Southampton, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Southampton/Wealth-Management-Client-Associate\_26017087) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Southampton/Wealth-Management-Client-Associate\_26017087) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Southampton/Wealth-Management-Client-Associate\_26017087) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Southampton/Wealth-Management-Client-Associate\_26017087) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.Southampton, NYJR-26017087New YorkNYNone0E22124B1E934E41BF9A622DC7CD002Fhttps://xerox.jobs/0E22124B1E934E41BF9A622DC7CD002F23AlbanySharecareUnited StatesUSA2026-05-16 02:42:38**Job Description:** **Job Summary:** Effectively manage ongoing relationships with clients in portfolio and oversee Client Success Manager. Focus of this position is to enhance and nurture existing relationships resulting in client retention and identification of upsell (add-on business) opportunities and to lead streamlined, effective internal teams to support clients and customers. **Essential Job Functions:** **Performance Monitoring** : + Oversee daily operations and performance of client success managers + Act as main point of contact for CSMs to support client inquiries, concerns, and feedback + Identify opportunities with CSMs to expand the client’s use of service + Participate in creating of goals, and track progress throughout the year with team + Ensure team is staying on track to meeting goal for all implementations + Manage portfolio requirements set by Director of CSM + Coordinate 1:1 with CSMs to track and report on performance and key metrics within Portfolio **Issue Resolution** : + Handle escalated internal/external complaints or complex issues + Ensure CSMs are managing the at-risk process from start to finish and maintain the proper escalation path is being utilized + Work with internal teams to streamline process and develop strategies to prevent similar issues from arising in the future + Participates in reporting for senior leadership on at risk status and remediation **Training and Development** : + Manager will be responsible for coaching, training, and developing team members + Facilitate team training sessions and support career development + Develops CSMs as future leaders in the organization **Performance Monitoring** : + Oversee daily operations and performance of client success managers + Act as main point of contact for CSMs to support client inquiries, concerns, and feedback + Identify opportunities with CSMs to expand the client’s use of service + Participate in creating of goals, and track progress throughout the year with team + Ensure team is staying on track to meeting goal for all implementations + Manage portfolio requirements set by Director of CSM + Coordinate 1:1 with CSMs to track and report on performance and key metrics within Portfolio **Process Improvement** + Identify opportunities to enhance processes and improve service efficiency + Look for recurring issues from clients/complaints to identify areas of improvement across the organization (products or services) + Work with CSM and cross collaborate with internal teams to address where improvement is needed based on internal or client feedback **Client Management** + Manages a high level relationships with assigned accounts while maintaining oversight and adherence to all Client SLAs + Responsible for reporting financial standing of services and Interprets data and make targeted, focused recommendations for future product enhancements + Responsible for maximizing existing services to their full value and search for opportunities to augment portfolio with new/add-on services + Uses technical and business development skills to increase client’s utilization of current technology + Responsible for tracking, analyzing, creating, and delivering relevant reports and insights + Effectively manages unplanned and ongoing projects/client deliverables on time, and within budget + Participate in collaborating with internal departments to resolve customer issues including resolution of technical and/or customer service problems in a timely manner + Builds and enhances positive working relationships with key clients and internal stakeholders. + Responsible for own workflow assignments and must be able to take the initiative to resolve problems and meet deadlines. + Effectively manage client requests for program changes that may impact Sharecare’s ability to efficiently deliver services + Responsible for creating client profile, Quarterly Business Reviews and gathering Voice of the + Customer (VOC) through NPS (Net Promoter Score) and quarterly health checks. + Responsible for tracking add-on opportunities in Salesforce along with updated financial information. + Participate in client strategy and revenue goals for coming year + Participate in strategic planning for clients to ensure account retention, growth and short-term tactical plans to ensure client satisfaction + Participate in pre-renewal internal strategy meetings to discuss client issues, problems, needs, opportunities, competitive threats, and alternatives to be + Utilizes and keeps Salesforce up to date and accurate regarding assigned accounts **Reporting** + Collaborate with the reporting team to analyze necessary data, develop reports and dashboards and deliver monthly, quarterly and annually + Review and analyze reports for accuracy and outcomes needed to satisfy the client + Consistent, accurate and timely Salesforce usage **Implementation and Service Delivery** + Collaborate with implementation team for effective implementation and service delivery of new accounts. This also includes addition of services for Child accounts + Improve and maintain the implementation process and ensure consistency and success of implementations + Ensure implementation activities are achieved on schedule and as required **Qualifications:** + Bachelor’s degree required. Master’s Degree in business, health administration or clinical specialty is a plus or equivalent work experience in a business development, account management, or customer support role in software or financial services + At least 5-7 years of experience in a client facing role, project management, account management, and comfortable interfacing with all levels of the business + Experience with cloud SaaS based solutions or web applications + Strong communication skills and the ability to speak and write professionally to clients. + Diverse capabilities represented by successful experiences in several healthcare settings or a variety of healthcare experiences within a single setting preferred + Demonstrated consultative sales and client relationship management abilities + Excellent time management, organization, and planning skills are essential + Able to set priorities, influence others, and manage customer expectations + Demonstrated success in customer relationship management + Able to effectively prioritize and multi-task under tight deadlines + Experience using standard MS Office tools + Strong interpersonal and quantitative skills + Ability to take initiative and exercise independent judgment, decision making and problem-solving expertise + Strong understanding of business SaaS business strategies + Ability to travel as business needs require **Information Governance Accountabilities:** + A high-level understanding of the organization’s information governance program and role-specific accountabilities + A thorough understanding of role requirements, including policies, procedures and processes, to include how individual work impacts the organization and its strategic and financial goals; and how tasks and projects affect the integrity of the organization’s data and information + Commitment to discuss questions and recommendations about processes and any observed variations in performing tasks to ensure a standardized approach to work and services provided + in education as required for corporate compliance and role-specific functions and tasks **HIPAA/Compliance:** + Maintain privacy of all patient, employee and volunteer information and access such information only on a need to know basis for business purposes. + Comply with all regulations regarding corporate integrity and security obligations + Report unethical, fraudulent or unlawful behavior or activity + Maintain current and yearly HIPAA certification. Sharecare and its subsidiaries are Equal Opportunity Employers and E-Verify users. Qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, sexual orientation, gender identity, religion, age, equal pay, disability, genetic information, protected veteran status, or other status protected under applicable law. Sharecare is an Equal Opportunity Employer and doesn't discriminate on the basis of race, color, sex, national origin, sexual orientation, gender identity, religion, age, disability, genetic information, protected veteran status,or other non-merit factor.Albany, NYR-101896New YorkNYNone87F0A2DB776A48E7A18B1185193DF542https://xerox.jobs/87F0A2DB776A48E7A18B1185193DF54223NEW YORKHunton Andrews KurthUnited StatesUSA2026-05-15 07:34:13The Client Operations Manager plays a vital role in supporting key client relationships in collaboration with partners and multidisciplinary teams to advance client service standards and financial objectives. This highly collaborative role will partner with attorneys, key clients, and administrative teams to develop and execute legal operations strategies that enhance client relationships and drive profitability. The Client Operations Manager oversees multi-million dollar client portfolios, implements alternative fee arrangements, and leverages legal project management tools to build efficient, cohesive teams. This role demands a strategic mindset to evaluate financial terms, propose adjustments, and ensure alignment with both client and firm goals.Key Responsibilities:Finance and Budget Management * Manage and track multi-million dollar portfolio arrangements and client engagements. * Oversee progress against budgets, identify potential issues such as budget overruns or scope changes, and develop client communication strategies to ensure transparency and minimize write-downs. * Facilitate internal and external communication regarding financial arrangements, budgets, and billing processes. * Assess time entries and invoices to ensure compliance with firm and client billing guidelines and strategize corrections if necessary. * Conduct annual or more frequent reviews of client engagements to ensure pricing and billing arrangements meet client and firm goals; suggest and implement modifications. * Collaborate with financial reporting and analytics teams to analyze matter performance and conduct debrief sessions to capture lessons learned.Project and Client Operations Management * Partner with attorneys and billing teams to establish and manage end-to-end processes for client engagements. * Coordinate and direct administrative staff supporting matter opening, billing, reporting, case management tracking, process improvements, and technology enhancements. * Define and oversee data capture processes on client engagements to enable actionable reporting and accurate billing in compliance with guidelines. * Understand and implement client-required billing and matter management solutions, liaising with client legal and operations professionals to align firm processes. * Ensure accurate capture of client engagement terms related to scope, timekeeper rates, and fee/billing arrangements in matter opening and billing systems; oversee periodic audits.Communication and Training * Develop and participate in frequent internal communications among those managing portfolio AFAs and matters to ensure coordination and clear understanding of client expectations. * Draft and coordinate communication plans between the firm and clients regarding matter status, scope changes, and significant developments. * Prepare for and attend client meetings, including discussions on process improvements and budget negotiations. * Develop trainings and protocols related to client operations team development and management; deliver training in effective formats such as live or on-demand sessions.Qualifications:Education: Bachelors degree required.Experience: Minimum of 5 years of experience managing projects or processes required, preferably in a law firm, professional services, or other client relationship-based organization. Knowledge of Microsoft Office required.Other Qualifications: Flexibility to travel and compliance with Firm in-office policy are required. Availability and willingness to work long hours as needed to meet critical deadlines. Proficiency with Microsoft Office Suite applications. Strong commitment to client service excellence and teamwork. Must possess the highest standards of ethical conduct and professionalism. Must act as catalyst for change, drive and own results. Creative and innovative, with strong leadership, time management and organizational skills. Excellent communication skillsNew York, NYNY1630402New YorkNYNone13C3097B6AD449EEB7C79701456A99AChttps://xerox.jobs/13C3097B6AD449EEB7C79701456A99AC23New YorkJPMorgan ChaseUnited StatesUSA2026-05-15 04:49:33**Private Equity Group** J.P. Morgan Asset Management - Private Equity Group (PEG), with $38 billion in assets under management, is comprised of more than 70 professionals globally, and is active in all private equity investment types, styles, stages of business development, industry sectors and geographical locations, and during all market environments. The team manages diversified commingled funds and customized separate accounts investing all stages and types of private equity including buyout, growth equity, and venture capital across partnerships, secondaries, and direct co-investments. Our global client base includes pension plans, insurance companies, endowments & foundations, as well as family offices, trusts, and high-net worth individuals. The team also works closely with consulting firms, third party advisors, and other intermediaries. **Role Overview** This position is for a Vice President - Investment Management / Execution and Client Services role within the PEG. The role would have four basic areas of responsibility: + Investment execution - supporting the PEG investment teams in the subscription process for closing private equity investments, including primary commitments in private equity funds as well as secondary investments and co-investments. + KYC/AML information management - obtaining and providing KYC/AML materials requested by private equity administrators during closing process and throughout investment cycle. + Account management - acting as principal administrative point of contact for certain PEG account relationships, including managing financial reporting, cash flows, expense payments, periodic investor calls and requests, in conjunction with the broader PEG business, investment and operations teams. + PEG fund closings - manage fund closings for investors in PEG funds, including coordinating client onboarding and KYC process, with the PEG investor relations and marketing teams, JPMC client account managers and operations team, and external custodian / administrator While not a legal role, investment funds experience as a lawyer, paralegal, AML officer, finance or operations would be useful. Critical to success of the role is developing a deep understand of all of the PEG's business functions (e.g., investment support, product development, marketing, finance, operations), collaborating closely with the Group's global investor relations and portfolio management teams, building institutional knowledge, and being a representative of the PEG to clients, service providers and other teams at JPMC. Excellent communication (written and verbal), analytical, time management and organizational skills and attention to detail are critical. **Responsibilities include:** + Completion of subscription booklets and KYC onboarding requirements for PEG clients participation in private equity investments + Manage and respond to KYC/AML compliance requests from private equity administrators. + Managing all administrative aspects for certain PEG account relationships + Manage private equity fund closings, including client onboarding and KYC processing **Qualifications** + **Essential Skills:** + Accepts ownership and accountability; self-motivated with a strong work ethic and ability to make decisions + Independent and creative thinker with ability to learn and tackle new challenges + Experience successfully working through high stress, challenging situations while managing multiple projects + Confidence to constructively challenge assumptions, accept feedback and overcome disagreement + Takes a team-oriented, collaborative approach + Highest ethical and fiduciary standards + **Preferred Experience:** + 4-6 years of professional experience in relevant asset management function, such as investment execution, operations, legal support, client servicing or similar role + Familiarity with private equity documentation, subscription process and financial reporting + **Education/Credentials:** + BA + JD helpful but not required. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $170,000.00 - $275,000.00 / yearNew York, NY210748456New YorkNYNone5E604CCB0BB04D48A100EC292A81EFB8https://xerox.jobs/5E604CCB0BB04D48A100EC292A81EFB823New YorkNuveen InvestmentsUnited StatesUSA2026-05-15 00:14:21The Brooklyn Investment team is building the next generation of direct indexing — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. As a Client Portfolio Manager (CPM), you will sit at the intersection of clients, quantitative research, and technology, translating complex analytical insights into actionable client outcomes. You will partner closely with portfolio managers, engineers, and customer success representatives to customize portfolios, communicate performance and risk, and help scale a platform that is redefining wealth management. This is a high-visibility role requiring fluency in markets, proficiency in Python, and the credibility to engage effectively with sophisticated allocators and advisors. **Key Responsibilities and Duties** + Serve as a primary ambassador of the direct indexing platform by engaging directly with clients and advisors, building trust and delivering a high-quality investment experience. + Interpret and communicate portfolio data — including exposures, tax trades, drift, and risk — in a clear and actionable manner for a sophisticated client audience. + Conduct quantitative analyses using Python, including pulling time series data, diagnosing factor exposures, validating tax trades, and building diagnostic dashboards. + Collaborate with research and engineering teams to translate client needs and feedback into platform features and workflow improvements. + Proactively monitor accounts to identify and act on opportunities related to tax-loss harvesting, portfolio transitions, customization enhancements, and compliance with client-specific investment restrictions. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **Career Level** 7IC Required Qualifications: + Minimum of 3+ years of direct indexing and python coding experience Preferred Qualifications: + Demonstrated expertise in equity markets, factor-based risk frameworks, and tax-aware investment strategies. + Practical proficiency in Python with the ability to independently manipulate data, conduct analyses, and collaborate effectively with quantitative researchers and software engineers. + Exceptional communication skills with the ability to move fluidly between detailed technical discussions and clear, client-ready narratives tailored to sophisticated audiences. + Proven track record of building and sustaining trust with institutional clients, financial advisors, or other high-caliber allocators. + CFA preferred. **Anticipated Posting End Date:** 2026-07-04 Base Pay Range: $123,000/yr - $193,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . + For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . + For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)New York, NYR260400458New YorkNYNone6E9E1C83A0FB402E876DCDC5427A8D6Chttps://xerox.jobs/6E9E1C83A0FB402E876DCDC5427A8D6C23VictorEWASTE+United StatesUSA2026-05-14 23:24:31Client Services Sales Manager Description EWASTE+ is seeking a hands-on Sales Manager to lead and improve our growing Client Services Sales Team. This role is ideal for an experienced sales leader who wants a challenge, thrives in a growth environment, and is motivated by building something bigger. We are looking for someone who can raise standards, create accountability, improve processes, coach reps, and help build the sales engine needed to support our next stage of growth. EWASTE+ is actively expanding in the marketplace. Last year, we completed our first acquisition, and our long-term goal is to continue growing the EWASTE+ brand nationally. This role is for someone who wants to come along for that ride and make a measurable impact. The right candidate will be able to evaluate current sales workflows, identify what is working, working with the Sales Director to determine where improvements are needed, and implement practical solutions that improve efficiency, consistency, and results. This person should be comfortable using CRM data, campaign metrics, AI tools, automation, and strong sales fundamentals to help the team execute more effectively. This is not a maintenance role. We need someone who can lead from the front, build frameworks, monitor performance, course correct when needed, and hold the team accountable to activity, pipeline, and revenue goals. Key Responsibilities + Lead, coach, and develop the Client Services Sales Team with a focus on accountability, pipeline growth, and revenue performance. + Evaluate sales workflows and implement process improvements that increase efficiency, consistency, follow-up, and results. + Monitor campaign performance, including connect rates, close rates, conversion rates, meetings booked, opportunities created, pipeline movement, and revenue outcomes. + Use performance data to identify gaps, adjust strategy, coach reps, and course correct when results are not meeting expectations. + Leverage CRM tools, ZoomInfo, Excel, AI tools, automation, templates, dashboards, and reporting to streamline workflows and improve execution. + Build repeatable frameworks for campaign planning, account prioritization, sales cadences, lead follow-up, pipeline reviews, and rep coaching. + Listen to calls, review sales activity, provide direct feedback, and help reps improve prospecting, discovery, follow-up, and closing skills. + Set clear expectations for outbound activity, CRM usage, follow-up, forecasting, pipeline management, and revenue goals. + Support key accounts and opportunities by modeling strong sales habits and enterprise selling techniques. + Help build a scalable sales organization that supports EWASTE+’s long-term growth goals. Pay: $70,000- $120,000 About UsEWASTE+ is the leading electronics recycling and IT asset disposition (ITAD) provider based in Victor, NY, with regional facilities in Westchester County and Albany, NY. For more than 25 years, we’ve helped organizations across a wide range of industries securely and sustainably manage their end-of-life technology. Our services include NAID AAA certified data destruction, R2v3 certified environmental compliance, and full downstream accountability—ensuring every asset is handled to the highest standards of security and environmental responsibility. With our own fleet of trucks, quick response times, and a reputation for exceptional service, EWASTE+ is the trusted choice for businesses that care about security, sustainability, and compliance. Why EWASTE+ EWASTE+ is growing, investing, and expanding. We completed our first acquisition last year and are working toward taking the EWASTE+ brand national. This is an opportunity to help build the sales structure, systems, culture, and team needed to support that growth. If you want a role where everything is already figured out, this may not be the right fit. If you want a challenge and want to make a measurable impact, we want to hear from you. EWASTE+ Offers a Comprehensive Benefits Package Including: + Medical, Dental and Vision Insurance + Paid Time Off + 401k plan with company match + Short Term Disability + Employer-Paid Life Insurance + Supplemental Life Insurance for self, spouse, and children + Employer Paid Long-Term Disability. If you’re ready to build and lead a team, inspire others, and drive growth in a high-impact role, we want to hear from you. Apply today and help shape the future of our Client Services Sales team at EWASTE+. Position Requirements What We’re Looking For 5+ years of experience leading and developing sales teams. + A competitive, growth-minded leader who wants to win and is energized by challenge, change, and opportunity. + A strong track record of improving sales performance, accountability, pipeline quality, and revenue results. + Experience evaluating sales workflows and implementing process improvements that drive better execution. + Strong ability to analyze campaign performance, including connect rates, close rates, conversion rates, activity levels, and pipeline movement. + Comfortable using technology, including CRM systems, ZoomInfo, Excel, AI tools, automation, and reporting, to improve team performance. + Skilled at coaching reps, providing direct feedback, setting expectations, and holding people accountable. + Process-oriented, data-driven, and capable of turning ideas into repeatable systems the team can execute. + Strong individual sales background, including experience with complex B2B accounts. + Experience in electronics recycling, ITAD, data destruction, solid waste, logistics, or related industries is a plus. About the OrganizationEWASTE+ is a R2/RIOS Certified Electronics Recycler ITAD company and a licensed NAID AAA Certified Data Destruction Contractor. EWASTE+ focuses on the recovery of value from idle, obsolete and excess electronic equipment and operates a large-scale processing facility in Victor, New York (near Rochester) and two regional consolidation facilities in Albany and New York City. In 2025, EWASTE+ expanded its footprint by adding Take 2 Recycling, based in Waterbury, Connecticut, enhancing its service reach across the Northeast. The company utilizes environmentally sound processing methods that maximize value and recovery while eliminating disposal of electronics in landfills. EWASTE+ has been recognized as a Rochester Top 100 Company for five consecutive years and was a recipient of the Rochester Business Journal Environmental Leadership Award. EOE StatementWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Full-Time/Part-TimeFull-Time ShiftDays LocationEWASTE+ Victor, NY This position is currently accepting applications. Victor, NYNew YorkNYNone87E61CA9764D4EE5AF42AB88A4663CF0https://xerox.jobs/87E61CA9764D4EE5AF42AB88A4663CF023New YorkHSBCUnited StatesUSA2026-05-14 10:08:42Vice President, Client Relationship Management Location: New York, NY, US, 10001 Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Closing Date: Office Worker Date: 11 Jun 2026 **Job description** **Vice President, Client Relationship Management, HSBC Securities (USA) Inc., New York, NY:** Responsible for global business origination, implementation, and retention for a portfolio of clients. Develop and institutionalize effective and beneficial relationships, including at the C-suite level, with key client stakeholders. Work closely with internal stakeholders to ensure that transactions balance risk, return, and profitability. Develop an understanding of clients’ operating models and business needs and identify solutions that HSBC can deliver to help meet their challenges and objectives. Responsible for ultimate ownership of credit and financial crime risk for a portfolio of clients. Oversee risks and ensure alignment with HSBC risk appetite. Support the broader Institutional Client Group coverage team in their objectives, helping drive revenue generation against targets, new business pitches, product alignment, client planning, client briefings, customer satisfaction, cost containment. \#LI-DNI Full time employment, Monday – Friday, 40 hours per week. Pay Range: $170,000.00 to $180,000.00 per year. **MINIMUM REQUIREMENTS:** Must have a Bachelor’s degree in Commerce, Economics, Business Administration or a related field and 3 years of related work experience. Must have 3 years of experience in: + Managing a portfolio of client relationships, consisting of complex financial institutions operating across multiple jurisdictions and business lines as the accountable banker; + Developing and institutionalizing effective client relationships at senior levels, thus creating a direct channel to and relationship with key decision-makers that award mandates to banking partners; + Operations, business models, and business needs of financial institutions, including banks, broker dealers, and financial technology companies; + Analyzing and applying domestic and international regulatory frameworks affecting financial institutions, including their impact on capital requirements, liquidity management, counterparty risk, and cross-border operations; + Sale and delivery of banking products applicable to financial institutions, including Transaction Banking, Securities Services, Capital Markets, Structured Finance, Global Markets, and Asset Management; + Modelling and evaluating transactions against risk, return, and profitability metrics; + Know Your Client, Anti-Money Laundering, financial crime risk, and risk management requirements for financial institution relationships; + Assessing credit risk and credit; + Training and overseeing the professional development of junior team members, including Analysts and Associates, including teaching and providing guidance on credit analysis, client coverage strategy, internal processes, and product and industry knowledge. International travel required up to 2%. Domestic travel required up to 20%. **If you would like to apply to this position, please click the 'Apply' button.** _In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ _At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a competitive benefits package including a robust Wellness Hub, in a welcoming, diverse, and inclusive work environment. You will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!_ **Nearest Major Market:** Manhattan **Nearest Secondary Market:** New York CityNew York, NY44174New YorkNYNone118558D6399840A087BDBAF99987843Fhttps://xerox.jobs/118558D6399840A087BDBAF99987843F23New YorkNeubergerUnited StatesUSA2026-05-14 04:01:36**Position Overview:** The Client Service Operations Manager will support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams. This is a “player/coach” role for a hands-on operator who will initially execute alongside the team while building the systems, controls, and operating cadence needed to materially improve speed, accuracy, and scalability. The Manager will partner closely with all members of the portfolio management team as well as own the relationship with the broader Operations, Compliance, and Business Controls teams at the firm to ensure a seamless and rewarding client experience. **Primary Responsibilities:** _Operations Manager_ + Act as the team’s day-to-day operational quarterback: organize workflows, drive accountability, and ensure consistent execution across client servicing activities. + Build and implement repeatable processes, templates, checklists, and controls to improve turnaround times, avoid errors, and mitigate operational risk. + Evaluate current-state workflows, identify bottlenecks and friction points, and implement measurable improvements (e.g., cycle-time reduction, fewer reworks, reduced break frequency). + Partner closely with firmwide Operations, Compliance, Business Controls, and Technology to enhance tools, workflows, and policies that impact client onboarding and ongoing servicing. + Become a power user of internal platforms and help the team use technology more effectively through training, standardization, and process redesign. + Establish service standards and operating rhythms (e.g., daily priorities, weekly pipeline reviews, escalation paths) to improve responsiveness and follow-through. + Own escalation management for client-impacting operational issues, coordinating rapid resolution, and implementing preventative fixes. + Lead cross-functional execution for complex/time-sensitive client events (large asset transfers, multi-account onboarding, urgent disbursements), ensuring clean handoffs and high-quality outcomes. + Create a scalable foundation for future team growth, with clear role definitions, documentation, and metrics—positioning the function to evolve into a managed group with direct reports. _Client Service_ + In addition to operational leadership, the Manager will remain hands-on in day-to-day client servicing. This includes supporting onboarding and account opening, coordinating money movements and account maintenance, and responding to client requests with a high-touch approach and strong follow-through. **Experience & Skills Qualifications:** + Bachelor’s degree required. + 10+ years of experience in private wealth management operations, client service, or a comparable “process + execution” role within financial services. + SIE, Series 7, and 66 required or ability to obtain within the firm's timeline. + Demonstrated ability to improve operational performance through systems thinking, strong judgment, and disciplined follow-through. + Strong understanding of operational risk, documentation standards, and working effectively in a regulated environment. + Highly organized, detail-oriented, and comfortable managing multiple competing priorities in a fast-paced, client-driven setting. + Excellent communication skills and the ability to partner across functions and influence without formal authority. + Strong technology aptitude; comfortable learning platforms quickly and translating needs into practical workflows. Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship. Compensation Details The salary range for this role is $175,000-$225,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus and production compensation, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.** _Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the_ Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) _._ Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 790-plus investment professionals and more than 2,900 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: http://www.nb.com/linkedinNew York, NYR0012173New YorkNYNone64B26FCCEA3240DD85D1770D9DBED0E9https://xerox.jobs/64B26FCCEA3240DD85D1770D9DBED0E923CommackJPMorgan ChaseUnited StatesUSA2026-05-13 05:41:02At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Commack, NY $66,360.00 - $66,360.00Commack, NY210747326New YorkNYNone6DEAF74AFC5B47F5A0576F026CF8F66Ehttps://xerox.jobs/6DEAF74AFC5B47F5A0576F026CF8F66E23New YorkJPMorgan ChaseUnited StatesUSA2026-05-13 05:37:09Join JP Morgan Asset Management, where your expertise as a Client Account Manager supporting our Insurance segment will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. You will act as a point of contact for daily servicing needs of our Insurance clients and develop an understanding of their unique requirements of clients across all asset classes. As a Client Account Manager you will also partner with Senior Client Account Managers to provide similar support to certain key strategic relationships clients and partner with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. **Job Responsibilities** + Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager(s) for non-investment related activity and proactively manage and develop relationships with those clients + Manage the onboarding process in tandem with our COM team for account set-up, communication with client and other third parties, inclusive of working with clients and internal stakeholders to agree upon mutually acceptable investment management agreements, fees schedules and investment guidelines + Ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders + Attend client meetings and events as appropriate (including due diligence meetings) + Perform all required client service functions including maintenance of client records, coordination of client cash flows and asset transfers, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, following up with clients on all outstanding invoices, and respond to clients' auditors, consultants, and other third party requests + Communicate significant client issues internally and document/escalate as appropriate + Participate in client impacting business and regulatory driven projects and initiatives **Required qualifications, capabilities, and skills** + Previous experience at an asset management firm; background in client service + Bachelor's Degree required + Excellent written and verbal communication skills + Client focused and able to gain an in-depth understanding of clients' servicing needs + Highly accurate with good attention to detail + Strong organizational and problem-solving skills; ability to multi-task and to manage complex assignments + Flexible/ability to adapt to change JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $85,500.00 - $150,000.00 / yearNew York, NY210747070New YorkNYNone40E360F90E0245BAB4A65953D5A35A37https://xerox.jobs/40E360F90E0245BAB4A65953D5A35A3723New YorkHSBCUnited StatesUSA2026-05-12 10:09:32Senior Manager, Client Development, Client & Banking Analytics Location: New York, NY, US, 10001 Brand: HSBC Area of Interest: Commercial Banking Closing Date: Hybrid Worker Date: 9 Jun 2026 **Job description** In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share The Client & Banking Analytics (CBA) team within CIB transforms data with strategic analytics, driving insight, innovation, and commercial performance across HSBC. As the business owner of Omnia and Client Management Experience (CME), CBA is instrumental in their strategic development—simplifying data analytics, enhancing business intelligence, and ultimately driving client and shareholder excellence. We deliver data-driven insights to optimize investment across clients, products, channels, and resources, and to enhance pricing. Through disciplined governance, consistent methodology, and fact-based analysis (including client peer benchmarking, wallet sizing, and customer feedback), CBA fosters business optimization, strengthens CIB partnerships, and provides critical insights for shaping CIB’s commercial strategy. As a Senior Manager in the Client Development pillar, you’ll be a key contributor to defining and executing a client-focused strategy that optimizes CIB frontline activity and drives strategic collaboration. You’ll work closely with coverage bankers and product sales to deliver advanced data-driven insights. Critically, you’ll actively support the strategic development and evolution of Omnia (CIB’s core business intelligence tool) and CME (the foundational Client Relationship Management application (CRM), client planning, and pipeline platform), directly shaping their future. In addition to your core responsibilities, you’ll support the Global Head of Client & Banking Analytics by: + Develop high-impact collateral (presentations, reports, and communications) for senior leadership and client engagement. + Coordinate global engagement activities to ensure consistent messaging, alignment, and follow-up across regions and stakeholder groups. This role requires a strategic thinker with a deep understanding of how to leverage data, technology, and analytics to generate actionable business development initiatives, enhance client engagement, and support the strategic roadmap of CIB’s internal platforms. You’ll be a critical resource supporting the Omnia Commercial Leadership team and driving essential partnerships under the guidance of the Director. **Skills & Experience** + Client-Focused Strategic Insight: + Proven ability to translate complex data into actionable, client-centric insights and innovative solutions that drive tangible business outcomes and inform sophisticated performance reporting. + Industry Domain Expertise: + Deep understanding of CIB business models, client lifecycle, frontline operations, and the competitive landscape for HSBC and its banking peers. + Technical Expertise: + Strong knowledge of Omnia and/or CME, or similar enterprise-level CRM and business intelligence systems. + Advanced proficiency in Microsoft Excel and PowerPoint. + Experience with data visualization tools (e.g., Tableau, Power BI) to create impactful dashboards and reports. Proficiency in SQL for data querying and extraction is preferred but not required. + Influential Communication: + Exceptional communication, interpersonal, and stakeholder management skills, with a demonstrated ability to influence, negotiate, and drive consensus across diverse groups, including senior management and frontline teams. + Strategic Execution & Innovation: + A highly results-oriented mindset with a proven track record of leading the execution of analytical projects, driving innovation, and delivering significant results in dynamic environments, including managing complex, cross-functional projects. + Team Collaboration & Mentorship: + Experience in working effectively within a global team, contributing to a collaborative, high-performing environment, and actively mentoring junior colleagues. + Inclusive Perspective: + Demonstrated openness to diverse viewpoints, cultivating an inclusive environment that values varied backgrounds for enhanced strategic thinking and problem-solving. + Collateral & Engagement Coordination: + Experience developing executive-level collateral and coordinating high-impact engagement activities across multiple stakeholder groups is highly desirable. **Qualifications** + Experience in a data analytics, client insights, or business development role, specifically within corporate, institutional, investment, or transaction banking. + A Bachelor's or Master's degree in Business, Finance, Economics, Data Science, or a related quantitative discipline is highly preferred. + Mastery of financial concepts, including credit risk, revenue drivers, capital allocation, and return metrics (e.g., RWA, RoRWA, RoTE). + Prior frontline relationship management or trading desk experience is preferred but not required. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Manhattan **Nearest Secondary Market:** New York CityNew York, NY42061New YorkNYNone5AC2EC6BE510456BA20F81A0B4D42B44https://xerox.jobs/5AC2EC6BE510456BA20F81A0B4D42B4423New YorkTiffany & Co.United StatesUSA2026-05-12 06:37:10**Position Overview** The Data Science & AI team at Tiffany & Co. acts as an enterprise value accelerator, building end-to-end AI products that drive measurable impact across client experience, retail, and CRM. The team partners closely with business and technology leaders to translate strategic priorities into scalable AI solutions that improve decision-making, elevate client interactions, and drive commercial performance. As an AI Product Manager – Client Experience, you will own and scale a portfolio of AI products across Digital, Retail, CRM, and Marketing at Tiffany & Co. Working cross functionally with business leaders, data science and IT teams, you will define product vision, shape roadmaps, prioritize opportunities, and ensure AI solutions deliver measurable operational and financial impact. **You will own the full product lifecycle from problem identification to solution design, delivery management, deployment, adoption, and scale.** **You will identify high-value commercial opportunities and translate them into scalable AI products that drive efficiency, revenue optimization, and client experience improvements.** This role is central in Tiffany’s AI transformation, embedding AI into how client experience and commercial decisions are designed, activated and optimized across channels. **Key Responsibilities** + Own a portfolio of AI products across client e-commerce, retail, CRM, marketing. + Define product vision and roadmap for AI use cases across client facing domains. + Identify high-value business opportunities and translate them into scalable AI products. + Establish success metrics and KPIs aligned with operational and financial objectives. + Act as the main interface between executive business stakeholders and data science teams. + Drive cross-functional alignment from ideation through delivery, adoption, and scale. + Ensure AI products are embedded into business processes and operating models. + Monitor product performance and communicate impact, insights, and priorities to senior leadership. Champion adoption and change management to maximize business value from AI solutions. **Required Qualifications** + Bachelor’s or Master’s degree in Business Administration, Industrial Engineering, Operations Management, or a related field. + 5+ years of experience in product management, digital transformation, process engineering. + Strong expertise in at least one of the following areas: client experience, retail, sales, e-commerce, CRM or media marketing. Experience in luxury is a plus. + Experience delivering AI or advanced analytics solutions at scale. + Strong executive communication and stakeholder management skills. + Proven ability to translate complex business needs into actionable product strategies + AI literacy and experience working with data science and technical teams. **Preferred Qualifications** + Familiarity with Salesforce (Sales Cloud, Marketing Cloud, Service Cloud). + Experience defining and tracking KPIs such as conversion, CLV, and incremental revenue. + Highly autonomous with strong prioritization skills. The hiring range for this position ranges from $130,000 – $170,000. The rate of pay offered will be dependent upon candidates' relevant skills and experience. **Job Identification** : 62988 **Job Category:** : Research & Innovation **Assignment Category** : Regular Full-time **Remote Positions** : No **Professional Experience** : Minimum 5 Years Equal Opportunity EmployerNew York, NY62988New YorkNYNone0B5AF86FAEFC461DAC89E1AAFA88156Chttps://xerox.jobs/0B5AF86FAEFC461DAC89E1AAFA88156C23NEW YORKBank of AmericaUnited StatesUSA2026-05-12 06:14:33Wealth Management Client Associate NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management-Client-Associate\_26016424) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management-Client-Associate\_26016424) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management-Client-Associate\_26016424) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management-Client-Associate\_26016424) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.New York, NYJR-26016424New YorkNYNoneE0F14199F4CB4695BCA0FB2F15BD1EE2https://xerox.jobs/E0F14199F4CB4695BCA0FB2F15BD1EE223New YorkU.S. BankUnited StatesUSA2026-05-12 05:35:54At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** Oversees the day-to-day activities of a corporate lending team. Assists the Corporate Banking Division Manager in overseeing business development and handles some of the most complex loan requests. Supervises a team of loan officers/relationship managers on a portfolio of corporate accounts. Provides subordinate officers with functional guidance. Solicits, develops, and services a wide variety of corporate loans and lines of credit, both secured and unsecured. Interviews loan applicants on very complex loans. Directs credit department's or junior officer's analysis of applicant's credit worthiness; makes decisions on loans at the highest lending limits. Monitors outstanding loans. Handles the most complex accounts and sensitive client relationships, and is trusted to make difficult credit decisions independently. Basic Qualifications - Bachelor's or Master's degree in finance, accounting or other related field - 10 or more years of banking experience - Five or more years of management experience Preferred Skills/Experience - Strong leadership abilities and strategic management skills - Thorough knowledge of division and relation to industry - Excellent verbal and written communication skills - Excellent analytical, decision-making and problem-solving skills - Considerable tact, diplomacy and people skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $194,225.00 - $228,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0012421New YorkNYNoneE11EB6A4633D4FC48FE5A4B63610EA84https://xerox.jobs/E11EB6A4633D4FC48FE5A4B63610EA8423New YorkSnap Inc.United StatesUSA2026-05-12 04:07:08Snap Inc (https://www.snap.com/en-US/) is a technology company. We believe the camera presents the greatest opportunity to improve the way people live and communicate. Snap contributes to human progress by empowering people to express themselves, live in the moment, learn about the world, and have fun together. The Company’s three core products are Snapchat (https://www.snapchat.com/) , a visual messaging app that enhances your relationships with friends, family, and the world; Lens Studio (https://ar.snap.com/lens-studio) , an augmented reality platform that powers AR across Snapchat and other services; and its AR glasses, Spectacles (https://www.spectacles.com/) . We’re looking for a Manager, Client Partner to join Snap Inc! As a Manager, you will manage a team of Client Partners within one category. You will need to have natural leadership skills; the ability to coach, develop, and challenge your direct reports; and strong client-facing skills. You should have a deep understanding of the performance of top accounts at Snap and a point of view on how they would accelerate growth in their vertical over the next year. What you’ll do: + Have command of and be responsible for the growth of your and subsequent accounts at Snap and be able to inform client teams on trends in that vertical + Manage a team of Client Partners + Build and manage relationships with key clients and agency partners + Hold your team accountable to revenue quotas and KPIs + Define, execute, and deliver KPI-driven measurement strategies + Understand broad vertical trends and translate into strategic areas and opportunities to drive growth of the business + Assist Sales leadership with determining individual quotas and account lists for team members Knowledge, Skills & Abilities: + Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization (internally and externally) + Proven ability to drive the sales process from plan to close + Strong business sense and industry expertise across the verticals + Excellent mentoring, coaching and people management skills + Experience working effectively with cross-functional teams and all levels of management + Ability to travel as needed Minimum Qualifications: + Bachelor’s degree in business, communications, marketing, or equivalent experience + 10+ years experience in sales in digital media space Preferred Qualifications: + Can facilitate meetings with multiple senior stakeholders + Pre-existing relationships with brand marketers within the vertical and advertising agencies If you have a disability or special need that requires accommodation, please don’t be shy and provide us some information (https://docs.google.com/forms/d/e/1FAIpQLScV7t31iR3yYR9ztGDHJpbvL63svWpb6s0afkBkLEjGnDx4Kg/viewform) . "Default Together" Policy at Snap: At Snap Inc. we believe that being together in person helps us build our culture faster, reinforce our values, and serve our community, customers and partners better through dynamic collaboration. To reflect this, we practice a “default together” approach and expect our team members to work in an office 4+ days per week. At Snap, we believe that having a team of diverse backgrounds and voices working together will enable us to create innovative products that improve the way people live and communicate. Snap is proud to be an equal opportunity employer, and committed to providing employment opportunities regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, pregnancy, childbirth and breastfeeding, age, sexual orientation, military or veteran status, or any other protected classification, in accordance with applicable federal, state, and local laws. EOE, including disability/vets. We are an Equal Opportunity Employer and will consider qualified applicants with criminal histories in a manner consistent with applicable law (by example, the requirements of the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, where applicable). Our Benefits (http://careers.snap.com/benefits) : Snap Inc. is its own community, so we’ve got your back! We do our best to make sure you and your loved ones have everything you need to be happy and healthy, on your own terms. Our benefits are built around your needs and include paid parental leave, comprehensive medical coverage, emotional and mental health support programs, and compensation packages that let you share in Snap’s long-term success! Compensation In the United States, work locations are assigned a pay zone which determines the salary range for the position. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The starting pay may be negotiable within the salary range for the position. These pay zones may be modified in the future. Zone A (CA, WA, NYC) (https://careers.snap.com/us-payzones) : The base salary range for this position is $229,000-$343,000 annually. Zone B (https://careers.snap.com/us-payzones) : The base salary range for this position is $218,000-$326,000 annually. Zone C (https://careers.snap.com/us-payzones) : The base salary range for this position is $195,000-$292,000 annually. This position is eligible to participate in a sales incentive program. This position is eligible for equity in the form of RSUs. **A Decade of Snap (https://www.youtube.com/playlist?list=PLdfCGl7CQeT\_N\_Gmli1oV1X6c9Ubzoozp)** **:** Learn about our origin story, values, mission, culture of innovation, and more. **CitizenSnap (https://citizen.snap.com/)** **:** In our third annual CitizenSnap Report, we demonstrate progress towards our environmental, social, and governance (ESG) goals, and we lay out our plans looking forward. **The DEI Innovation Summit (https://actreport.com/dei-innovation-summit-2022/)** **:** Watch highlights from the 2nd annual DEI Innovation Summit, which brings together thought leaders and DEI experts for a day of courageous conversations to enable bold action. **Snap News (https://newsroom.snap.com/)** **:** Stay up to date on the latest and greatest product and innovation news at Snap Applicant and Candidate Privacy Policy (https://storage.googleapis.com/hris-assets/Applicant\_and\_Candidate\_Privacy\_Policy.pdf)New York, NYQ226MCP10New YorkNYNoneA99B4AE3B8C94ABCB153D97D09219918https://xerox.jobs/A99B4AE3B8C94ABCB153D97D0921991823HamburgCitizensUnited StatesUSA2026-05-10 02:55:52 Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities.  Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals.  We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.    As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues.  PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs), creating the Citizens Private Client team. Primary responsibilities include + Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. + Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives. + Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. + Provide exceptional, high-touch client experiences. + Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. + Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. + Leverage Salesforce CRM to track activity. Measures of Success include + Growth in net new investment assets in collaboration with Wealth Partners. + Growth in new deposits including checking, savings, and CD balances. + Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. + Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials + Bachelor’s degree (preferred). + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. + Demonstrated success in a client-centric, initiative-taking sales environment. + Experience establishing and maintaining relationships with clients and internal partners. + Knowledge of industry regulatory requirements to ensure a sound control environment. + Excellent written and verbal communication skills. Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $83,000 - $104,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. #LI-CITIZENS5 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Hamburg, NY46725New YorkNYNone3A8FD3BC82E443D0ADB4B978A08F25B8https://xerox.jobs/3A8FD3BC82E443D0ADB4B978A08F25B823DepewCitizensUnited StatesUSA2026-05-10 02:55:52 Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities.  Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals.  We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.    As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues.  PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs), creating the Citizens Private Client team. Primary responsibilities include + Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. + Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives. + Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. + Provide exceptional, high-touch client experiences. + Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. + Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. + Leverage Salesforce CRM to track activity. Measures of Success include + Growth in net new investment assets in collaboration with Wealth Partners. + Growth in new deposits including checking, savings, and CD balances. + Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. + Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials + Bachelor’s degree (preferred). + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. + Demonstrated success in a client-centric, initiative-taking sales environment. + Experience establishing and maintaining relationships with clients and internal partners. + Knowledge of industry regulatory requirements to ensure a sound control environment. + Excellent written and verbal communication skills. Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $83,000 - $104,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. #LI-CITIZENS5 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Depew, NY46725New YorkNYNone5FDFCA1C4C904E1A82F3D145679EEE62https://xerox.jobs/5FDFCA1C4C904E1A82F3D145679EEE6223East AuroraCitizensUnited StatesUSA2026-05-10 02:55:52 Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities.  Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals.  We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.    As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues.  PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs), creating the Citizens Private Client team. Primary responsibilities include + Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. + Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives. + Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. + Provide exceptional, high-touch client experiences. + Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. + Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. + Leverage Salesforce CRM to track activity. Measures of Success include + Growth in net new investment assets in collaboration with Wealth Partners. + Growth in new deposits including checking, savings, and CD balances. + Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. + Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials + Bachelor’s degree (preferred). + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. + Demonstrated success in a client-centric, initiative-taking sales environment. + Experience establishing and maintaining relationships with clients and internal partners. + Knowledge of industry regulatory requirements to ensure a sound control environment. + Excellent written and verbal communication skills. Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $83,000 - $104,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. #LI-CITIZENS5 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. East Aurora, NY46725New YorkNYNone7C95E18BD23C453482F0F77E56880AC0https://xerox.jobs/7C95E18BD23C453482F0F77E56880AC023New YorkNew York Life Insurance CompanyUnited StatesUSA2026-05-08 22:40:06**Location Designation:** [[cust_rolelocationdesignation]] **About New York Life Investment Management** With over $800 billion in assets under management, NYLIM is a _Pensions & Investments_ ' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life. Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution. With over 60 years in business, New York Life Private Fixed Income (“NYL PFI”) is the Private Placement and Asset Backed investment arm of New York Life Investment Management (“NYLIM”), which is a wholly owned subsidiary of New York Life Insurance Company (“New York Life”). NYLIM currently has approximately $800 billion in assets under management of which NYL PFI currently has over $100 billion of private placement and asset backed assets under management. NYL PFI is a leading capital provider in the private placement and asset backed finance industries The primary focus of NYL PFI is the origination and management of corporate and infrastructure related debt investments across a variety of sectors, including expertise in sports, REIT, healthcare and utility industries. NYL PFI also originates and manages structured debt solutions for consumer, commercial and residential mortgage related assets via our asset backed finance capabilities. The Client Portfolio Manager will be based in NYL PFI’s New York office. This role serves as the client-facing investment representative for our NYL PFI platform, partnering closely with Origination/Underwriting, Trading/Structuring, Operations, Legal, Distribution and Client Service. The primary focus for this individual is to play a lead role in managing NYL PFI’s third party asset management initiative including primary responsibilities for partnering on business development, client servicing, portfolio management/reporting, and closing new client relationships geared specifically toward growing AUM. The candidate should be a seasoned asset management professional with strong credit skills, and experience in third party client interaction. The individual should have demonstrated success in managing third-party asset clients, delivering portfolio/market insights, and supporting growth and retention through best-in-class servicing, reporting, and due diligence support. **ESSENTIAL DUTIES AND RESPONSIBILITIES** The key responsibilities for the role will be as follows: + Primary coverage for third-party clients (including public and private pension funds, Taft-Hartley funds, insurance companies, private wealth managers, endowments, and foundations): lead/coordinate review meetings, portfolio updates, and ongoing relationship management with overall goal to grow NYL PFI’s third party business. This includes ownership of institutional client relationships, with responsibility for coverage strategy, prioritization, and retention. + Work with the clients to establish investment parameters, and work with origination/credit to select securities to build portfolios that meet the client’s expectations. + Act as a bridge between investment teams and clients, by translating investment process, credit selection, risk positioning, relative value, and performance attribution in clear client language; develop narratives and presentations. + Play a lead role in fundraising processes by providing due diligence and pipeline support: own/drive responses for RFP/RFI/DDQ, consultant questionnaires, and ad-hoc data requests; coordinate internal inputs (deal team, risk, ops, legal/compliance). + Client reporting and materials: create/update fact sheets, commentaries, strategy updates, market notes, and investor reports for portfolio update meetings and upon ad hoc requests. + Market and competitive intelligence: monitor macro/credit conditions and competitor positioning; synthesize implications for IG private credit portfolios and client messaging. + Internal “client advocate” function: feed client needs back into originators, credit analysts and operations; help shape product enhancements / new product initiatives where relevant. **QUALIFICATIONS, SKILLS AND EXPERIENCE** The successful candidate will have the following career experience: + College degree from an accredited university. + MBA or Master’s Degree in finance or related discipline is preferred. + 10+ years of in-depth experience in client portfolio management. + Strong knowledge of the debt private placement and/or asset backed finance asset class preferred. + Strong technical investment grade private credit skills including operating fundamentals and capital markets. + Sound ability to present and discuss investment matters and strategies without portfolio manager support. + Must have desire, energy, and willingness to spend a significant amount of time with third party clients. Must be highly organized, motivated, and able manage a full list of relationships. + The successful candidate will bring a current, state-of-the-art institutional quality industry perspective and experience to this position. + Extensive experience managing institutional client relationships across pensions, insurance, and consultant channels, with demonstrated success supporting fundraising and client retention efforts. The successful candidate will have the following personal attributes and characteristics: + Highly motivated with a strong record of academic and professional achievement. + Strong relationship builder, both externally within the marketplace and internally within the firm. + Willingness and ability to collaborate with other members of the NYL PFI team. The company draws upon the relevant expertise of all the NYL PFI team and expects the team to collaborate openly to achieve the best results. + Will be able to hold their own in a fast-paced, intellectually challenging environment. Can defend their decisions and views while still admitting areas of uncertainty. + Ability to operate with a high degree of autonomy while influencing senior stakeholders across investment, distribution, and product teams. + Motivated, self starter. Very highly developed organizational skills. + Strong communications skills, both written and verbal. An “open communicator/team player” rather than a “close to vest” person will succeed best in the firm’s environment. + Excellent presentation skills. Thoughtful listener. Direct and open communication style. Has presence that commands respect in the industry and within NYL PI. + Adheres to the NYL PCI values and culture of commitment, collaboration, drive towards excellence, honesty, integrity, respect for others and trust. **Job Level: [[cust_Level_obj]]** **Pay Transparency** Salary Range: [[cust_salaryRangePosting]] Overtime eligible: [[customString6]] Discretionary bonus eligible: [[cust_merit]] Sales bonus eligible: [[stockPackage]] Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. **Our Benefits** We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click here (https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338\_0524%20HR%20Talent%20Acquisition%20Employee%20Benefits%20PDF\_NYL\_FINAL.pdf) to discover more about our comprehensive benefit options or visit ourNYL Benefits Site (https://nylbenefits.com/) . **Our Commitment to Inclusion** At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here (https://www.newyorklife.com/newsroom/featured-awards) to learn more about New York Life’s leadership in this space.​ Recognized as one of _Fortune’s_ World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation (http://www.newyorklife.com/foundation) . We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit theCareers (https://www.newyorklife.com/about/careers/) page of www.NewYorkLife.com . Job Requisition ID: [[id]] ​New York, NYNew YorkNYNoneCAECFCF8B74F4BA1B6804EB4E966905Bhttps://xerox.jobs/CAECFCF8B74F4BA1B6804EB4E966905B23New YorkWorld Insurance Associates, LLC.United StatesUSA2026-05-08 07:26:08 Company Overview  World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.   Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary   + With some guidance and or direction, leads client service for middle market clients, and supports large market clients often collaborating closely with senior colleagues on strategy design and renewal messaging.    + Clients are often fully insured, or level funded with 50 to 250 enrolled EEs, and generate $25k or more in EB revenue.   + Independently leads on a few key clients and/or small clients, including renewal messaging.  + Assigned book between $700K to $1.2M in EB rev.   Primary Responsibilities  + Manage client strategy planning and contributes to program and coverage recommendations.  + Supports RFP process, carrier negotiations and carrier contract reviews for fully insured clients typically between $25k to $100k in revenue.   + Build using EB tools and templates benchmarking, financial dashboards, projections, and other financial analysis and assist in presenting insights and recommendations.   + Lead client and vendor meetings and calls (such as Carrier implementation) and conducting knowledgeable and engaging open enrollment meetings (both in-person and virtually).  + Create and edit open enrollment communicate templates   + Communicate the value of WIA EB Subject Matter Experts and knowing when to engage them.    Additional Duties   + Take and resolve calls/emails from clients and or members, related to claims, billing, EOB and coverages   Work Experience  Knowledge, Skills, and Abilities (Proficient)  + Understanding of fully insured, level-funded, and simple self-funding concepts.  + Identifying trends and patterns in data sets and understanding their implications for clients’ health plans.  + Project management skills in collaborating with colleagues, carriers, vendors, and SMEs to deliver on client service plans.  + Excel and PowerPoint, with developing knowledge and application of EB analytics tools, models, and capabilities.  + Effective communicator, tailoring writing and speaking styles to convey messages and ideas to varied audiences to build understanding and commitment.  + Developing knowledge around vendor/solutions/products outside of traditional insurance products.    People Management  + Individual contributor; may provide general guidance/direction to more junior staff informally.    Professional Licenses/Certifications  + Must hold state life and health insurance license Education   Bachelor’s degree preferred, but equivalent work experience would be considered  Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $86,600 to $113,700. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers (https://www.worldinsurance.com/careersfor)  for more details. Physical Demands  Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.  Equal Employment Opportunity  At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.  To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.  #LI-MA1 #LI-HYBRID   Powered by JazzHR New York, NY10782800New YorkNYNoneF94375FA569842E7887D596442260589https://xerox.jobs/F94375FA569842E7887D59644226058923RochesterJPMorgan ChaseUnited StatesUSA2026-05-08 03:32:44At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Rochester,NY $25.25 - $34.62 / hourRochester, NY210744273New YorkNYNone00E2FD17F4D148488EA91E4CD013DEF2https://xerox.jobs/00E2FD17F4D148488EA91E4CD013DEF223New YorkJPMorgan ChaseUnited StatesUSA2026-05-08 03:32:44As an Onboarding Product Manager, you will apply strong product discipline to develop strategy for a critical component of the platform and lead end-to-end execution across Business and Technology workstreams-proactively managing senior stakeholder expectations and competing priorities, while mobilizing partners throughout delivery to achieve measurable business, client, and operational outcomes. Join the Asset Management Product and Experience (AMPX) team to deliver differentiated client experiences and scalable operating models through innovative products. Immerse yourself in our people and business, drive process and technology change, and build high-performing collaborations with Engineering and Design partners. Within AMPX, the Client Service Experience team drives the development of capabilities for the pre-onboarding, onboarding, and servicing phases of the client lifecycle. We are undertaking significant business process and client experience initiatives to meet our clients' needs and AM's growth ambition. **Job Responsibilities:** + Define and maintain the onboarding product vision and roadmap, aligned to business priorities, operating model needs, and client experience goals. + Lead transformation management and business change for onboarding capabilities, driving adoption, operational readiness, and measurable outcomes. + Develop and execute strategy for onboarding journeys (e.g., prospect-to-client conversion, information capture, approvals, documentation/workflow), optimizing for speed, transparency, and quality. + Establish and run governance and execution cadence (planning, delivery milestones, dependency management, issue management, decision making, and escalation). + Define OKRs and success metrics tied to cycle time, throughput, quality, rework, client experience, and operational efficiency. + Own the product backlog and prioritize features in collaboration with stakeholders while managing scope, timelines, dependencies, and risk. + Communicate complex process and technology topics clearly, producing crisp updates, decisions, and action plans for varied audiences. + Proactively manage senior stakeholders, shape agendas, navigate competing priorities, and drive timely decisions and escalations as needed. + Use data to inform decisions and continuous improvement; ensure data quality and monitoring are in place for ongoing oversight. **Required Qualifications, Capabilities, and Skills:** + Hands-on product management experience with agile product practices (roadmaps, backlogs, prioritization, iterative delivery). + High data literacy, with the ability to analyze and communicate insights effectively (e.g., funnel metrics, cycle time, defect/rework, adoption). + Excellent stakeholder management skills; comfortable influencing senior leaders and facilitating decision-making. + Strong written and verbal communication, documentation, analytical thinking, and sound judgment. + Ability to learn new domains quickly and translate business problems into clear product outcomes and requirements. **Preferred Qualifications, Capabilities, and Skills:** + Asset Management experience and/or experience delivering solutions for a Client Service organization. + Experience partnering with UX research/design to improve client and user journeys. + Familiarity with onboarding, KYC/client due diligence concepts, documentation/workflow, or client lifecycle operations. + AI-driven mindset, with a desire to apply AI-enabled tooling to improve product decisioning, documentation quality, and delivery velocity with triad partners. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $122,550.00 - $201,000.00 / yearNew York, NY210744959New YorkNYNone7538414A67474366A648D39C7B978646https://xerox.jobs/7538414A67474366A648D39C7B97864623Kew GardensSafe HorizonUnited StatesUSA2026-05-07 12:35:12Pay or shift range: $23.36 USD to $25.30 USD The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. Description Summary: The Family Court Program provides a safe reception center and various services to assist survivors and victims of crime involved in the family court system. The program provides crisis intervention, case services, advocacy, information and referrals and practical assistance to survivors and victims of crime with an overall goal of promoting survivor safety and reducing the impact of victimization. Essential Job Functions: + Managing the Reception Center including greeting and signing in clients and visitors; + Conducting intakes and providing clients with the proper resources and information based on the intake assessment; + Assisting clients with additional information and services and carrying a small caseload as needed; + Communicating with the court parts and coordinating the client’s court appointments; + Answering telephones and responding to service inquiries and providing information and referrals; + Assisting crime victims in completing New York State Office of Victim Services compensation applications; + Coordinating with outside agencies to facilitate services; + Arranging for transportation and financial assistance; + Compiling records; maintaining and preparing statistics on a monthly basis; and + Performing other related tasks as assigned. Supervisory Reports: + None Knowledge and Skills: Required: + Understanding of the dynamics of domestic violence and other forms of victimization; + Experience working with survivors of domestic violence; + Excellent communication and organizational skills; + Ability to work as part of a team while also independently generating tasks; + Good communication skills, written and verbal; + Computer knowledge; + Organizational skills. Desirable: + Knowledge of the civil and criminal justice systems; + Bilingual (English/Spanish) preferred. Education: Required: + Bachelor’s Degree in a related field or equivalent experience. Desirable: + Experience working with domestic violence victims; + Experience in a social service setting; If hired, I agree to abide by all of Safe Horizon’s rules and regulations, and understand that, if employed, my employment may be terminated with or without cause, and with or without notice, at any time, at the option of either the company or me. I further understand that no representation, whether oral or written by any representative or agent of the organization, at any time, constitutes a contract of employment. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Technology Statement:Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance.Please follow this link to view complete EEO Law and complaint filing information: Know Your Rights: Workplace discrimination is illegal (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) Hiring Range: $23.36 - 25.30 hourly Full-time Hours: 35 Hours per weekFull-time Benefits: Vacation Time, Paid Sick Time, Holidays, Medical, Dental, Vision, 403(b) Retirement Plan, Company Life Insurance, Medical/Dependent Care Flexible Spending Accounts, Tuition Assistance Program, Commuter Benefits Program, Gym Reimbursement, Parental Leave, Employee Learning Center Safe Horizon was named one of City & State New York Top Workplaces of 2025 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.Kew Gardens, NYCASEM002006New YorkNYNoneA5FA1F4A84674246A79C97ED39193D30https://xerox.jobs/A5FA1F4A84674246A79C97ED39193D3023New YorkGuardian LifeUnited StatesUSA2026-05-07 06:36:47**About the role** We’re seeking a hands-on Content Strategist & Producer to support Guardian’s Financial Protection & Retirement Solutions (FPRS) and Client Solutions & Wealth Management (CSWM) businesses. Sitting on the Enterprise Content Team, you will plan, develop, and manage production of high impact thought leadership and sales enablement content in support of our brand, consumer, and financial advisor-facing initiatives. In this role you will develop research-backed narratives, original reports, articles, and other content and serve as a primary content partner for sales enablement across both FPRS and CSWM. You’ll leverage AI tools to accelerate research, drafting, and production — while driving strategic vision and maintaining Guardian’s standards for accuracy, compliance, and brand voice. **You are:** A strategic thinker and strong writer who can turn complex financial topics into clear, compelling content. You’re equally comfortable shaping a content roadmap, building a sharp PowerPoint storyline, and developing a polished research brief after interpreting proprietary research. You thrive in fast-paced, collaborative environments, partner well with compliance and business stakeholders, and take pride in delivering work that is both high-quality and highly usable by financial advisors and consumers. You are interested in the future of web and content production and can advocate for change based on how we show up for and in AI. **You will:** + Plan, develop, and manage production of research‑driven thought leadership, including reports, briefs, articles, infographics, webinars, podcasts, and presentations. + Serve as the lead for thought leadership sales enablement content supporting FPRS and CSWM. + Partner with distribution, financial advisors, and marketing and communications teams to identify content needs, refine topics, and prioritize initiatives. + Develop activation and promotional plans for thought leadership reports and create supporting materials (e.g., social copy, video scripts, tiles/graphics, and advisor communications). + Write and update consumer‑facing articles across channels, including guardianlife.com and other owned content platforms. + Draft landing pages, homepage and hub callouts, and related copy to support business campaigns and priorities. + See content through stakeholder feedback, SEO optimization, edits, and compliance approval. + Support the transition of content to new MarTech platforms, including content migration, tagging, quality checks, and ongoing enablement. + Maintain and update a consumer content editorial calendar aligned to FPRS/CSWM priorities, thought leadership releases, and timely market opportunities. + Monitor personal finance, retirement, wealth, and economic news to identify timely and relevant content opportunities. + Review content performance metrics and advisor feedback and apply insights to optimize content effectiveness and usability. + Use enterprise‑approved AI tools to support research, drafting, editing, summarization, and presentation development while maintaining quality and compliance standards. **You have:** + Exceptional writing, editing, and storytelling skills across longform and presentation formats and experience using those skills creatively in a highly-regulated industry + Familiarity with and comfort using AI tools to enhance content development and strategic thinking. + Experience developing sales enablement content in partnership with distribution teams. + Familiarity with SEO writing and digital content best practices, with an interest in the web of the future. + Subject matter familiarity with retirement and wealth/investments, including product familiarity with annuities. + Experience contributing to multichannel business campaigns with content strategy and production. + Strong project and time management skills with the ability to lead multiple initiatives independently and simultaneously and the ability to shift quickly between projects and topics. + Demonstrated ability to create high-impact PowerPoint decks for executive and sales audiences. + Excellent written and verbal communication skills and a high bar for quality and accuracy. **Education:** + Bachelor’s degree in marketing, business, communications, or a related field. **Experience:** + Around 6–10 years of experience in content strategy or marketing in financial services. **Location:** + This role is hybrid with 3 days in our Hudson Yards NY, Bethlehem PA, or Holmdel NJ office + Up to 5% travel within US **Salary Range:** $103,450.00 - $169,960.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. **Our Promise** At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._ **Equal Employment Opportunity** Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. **Accommodations** Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com . Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site. **Visa Sponsorship** Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship. **Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment** As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers (http://%20https://www.guardianlife.com/careers) ). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues. Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to MyHR@glic.com , making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via MyHR@glic.com . Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here (https://www.workday.com/en-us/legal/responsible-ai-and-bias-mitigation.html) . **Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.** Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com . Visa Sponsorship: Guardian Life is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.New York, NYR000109262New YorkNYNone1A857B46DD594CB1B1E7A9E6D41B6344https://xerox.jobs/1A857B46DD594CB1B1E7A9E6D41B634423New YorkU.S. BankUnited StatesUSA2026-05-07 05:10:47At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven years of commercial banking experience Preferred Skills/Experience - Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures - Strong relationship management and business development abilities, with thorough knowledge of credit products - Strong analytical and problem-solving skills - Ability to work effectively with individuals and groups across the company to manage customer relationships - Well-developed written communication and verbal presentation skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0010977New YorkNYNoneFC0772A721184F68B6B0FF20911F9A44https://xerox.jobs/FC0772A721184F68B6B0FF20911F9A4423New YorkJPMorgan ChaseUnited StatesUSA2026-05-07 04:21:19As a seasoned Investment Banking professional in our Financial Institutions Group, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. **Job Responsibilities** + Acting as the primary day-to-day client point of contact and lead banker on deals + Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward + Refining marketing/execution materials for maximum client impact + Overseeing the creation of financial projection models + Identifying and managing all risks in a given deal + Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) + Leading client negotiations, Q&A process and management interviews **Required qualifications, capabilities, and skills** + Prior work experience in an investment banking front office role. + Experience in training junior bankers + Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity + Very strong quantitative and analytical skills (including Excel modelling and valuation work) + Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions + Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team + Ability to comfortably interact with clients in a professional and mature manner + Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $200,000.00 - $275,000.00 / yearNew York, NY210742479New YorkNYNoneBFD46CEAEBD744F9B5B693D9AF544C46https://xerox.jobs/BFD46CEAEBD744F9B5B693D9AF544C4623Garden CityCompass Group, North AmericaUnited StatesUSA2026-05-07 03:34:23Canteen **Travel: This position requires regular travel to Manhattan (approximately 30% - 40%)** **Salary: $75,000 - $85,000 / year** **Other Forms of Compensation:** Yearly Bonus Opportunity, Car Allowance & Cell Phone Stipend **_Growth. Opportunity. Excellence._** Coffee Distributing Co. (CDC) was founded in 1963 by brothers Samuel and Louis Friedman, who entered the office coffee business with the acquisition of Coffee Dispensing Company in 1966. By the mid-1980s, CDC had become the NY Metro area's largest office beverage supplier by combining innovation with a devotion to providing superior service. In 2011, the company became part of the Canteen Division of Compass Group USA, the leading foodservice management group worldwide with over 500,000 associates. Though now part of a huge company, CDC still operates with the same family-company focus on customer satisfaction that has made it the industry leader. **_This position is eligible for an Employee Referral Bonus! If you know someone that is qualified for this role, please use the ‘job search’ in PeopleHub to refer your referral and email them a link to apply. Your referral will be able to apply by clicking the link in the email. You can check the status through your profile, accessible via Careers in PeopleHub, by clicking on ‘referral tracking.’ For Employee Referral guidelines, FAQs and the Compass Employee Referral Policy, email MyReferral@compass-usa.com._** **Job Summary:** The Senior Account Manager is responsible for maintaining and expanding a portfolio of key Coffee Distributing Company accounts. This role supports departmental strategic initiatives aimed at enhancing client satisfaction, improving retention, and driving operational excellence. Success in this position requires the ability to build trust and approach each account with a positive, solutions-oriented mindset. **Key Responsibilities:** **Client Strategy** • Ensure high client satisfaction and retention rates by proactively managing client relationships, conducting regular business reviews and timely resolution of client concerns • Develop and maintain strategic account plans tailored to meet client objectives • Build and sustain trusted advisor relationships with key stakeholders • Identify and pursue opportunities to upsell products or services that add value for the client and grow overall account revenue • Act as the primary liaison between the client team and the CDC internal teams to ensure client needs are addressed efficiently and effectively • Lead contract renewals and negotiations, prioritizing a balance between client satisfaction and CDC goals **Preferred Qualifications:** • Bachelor’s degree or equivalent experience • 4+ years of experience in account management and/or customer service • Demonstrated ability to prepare, analyze, and present business reviews • Excellent interpersonal skills to navigate complex negotiations and maintain strong client relationships • Proven success in business growth and retention • Adept at resolving high-level client issues • Ability to prioritize, multitask, and adapt in an agile environment • Adapt easily to new and proprietary technologies • Willingness to travel locally (~30%-40%) **Apply to Canteen today!** _Canteen is a member of Compass Group USA_ **Click here to Learn More about the Compass Story (http://www.compass-usa.com/our-story/)** **Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.** **Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.** Applications are accepted on an ongoing basis. Canteen maintains a drug-free workplace. **Associates at Canteen** **are offered many fantastic benefits.** + Medical + Dental + Vision + Life Insurance/ AD + Disability Insurance + Retirement Plan + Paid Time Off + Holiday Time Off (varies by site/state) + Associate Shopping Program + Health and Wellness Programs + Discount Marketplace + Identity Theft Protection + Pet Insurance + Commuter Benefits + Employee Assistance Program + Flexible Spending Accounts (FSAs) + Paid Parental Leave + Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here (https://www.compass-usa.com/wp-content/uploads/2023/08/2023\_WageTransparency\_Canteen.pdf) or copy/paste the link below for paid time off benefits information. https://www.compass-usa.com/wp-content/uploads/2023/08/2023\_WageTransparency\_Canteen.pdf **Certain positions may require Florida Level 2 background screening. Details:** **https://info.flclearinghouse.com/** **Req ID: 1531518** Canteen Leticia PinonGarden City, NY1531518New YorkNYNone720719CF1A4143BFBE4AD92C0ADE32E9https://xerox.jobs/720719CF1A4143BFBE4AD92C0ADE32E923IthacaVCA Animal HospitalsUnited StatesUSA2026-05-06 23:59:53**We are looking for you!** VCA Colonial Animal Hospital is a 14 doctor hybrid specialty hospital located in the heart of the finger lake region in Ithaca, NY. We are currently seeking a Client Service Manager to assist with the development of our client service area. **Client Service Manager-** The CSR manager will work in conjunction with the Hospital Manager, Director and Medical Director to cultivate and maintain a successful hospital. Primary- Oversight of day to day activities related to staff and client service needs, register management, billing, CSR staff recruiting, training and development, scheduling, policy implementation, client management, assist in the implementation of new programs. The expectation of this position is 50% office work and 50% floor training, mentoring, building morale, and assisting teams. 5 day work week, not assigned to shift work As the Client Service Manager, the ideal candidate will be professional, courteous, with excellent written and verbal communication skills. Will ensure a “Respectful Workplace Policy” is followed by all team members. Candidate must Possess effective listening skills. Willing to adapt to change. Promotes growth and talent. Builds a strong client satisfaction rating from our clients. Follow through, efficiency, and ability to multi-task are very important and must possess a strong work ethic. **Responsibilities:** + Oversee client flow to insure clients and patients are being seen and treated in a professional, timely manner + Function as a mentor to staff by providing guidance with developing interpersonal skills while working in an ever-evolving environment. + SOP development + Practice Program oversight, Care Credit, Trupanion, MyVCAapp, + Assist in recruiting, job posting, interviews, hiring, and orientation process + Complete staff performance reviews + Disciplinary action, Terminations, Training, Education, Developing of staff + Supervise staff to assure each job is being effectively handled + Employee policy enforcement + Employee relations and communications + In conjunction with supervisor oversee time off requests and scheduling + Oversight of DVM on call production/timecard + Organize and conduct regular staff meetings + Modify and update systems and procedures wherever needed to better serve clients, patients, the practice, and employees + AR, Promissory, Collection process + Responsible for administration and review of non-medical complaints + Manage client receivables - statements and calls for payment + Assist in the review of bills for hosp patients, calculation of any discounts and other special accounts + Sort and process daily mail + Oversee or troubleshoot daily register and credit card reconciliation **Requirements:** + Associate degree, BS in Management + A minimum of 3 years’ experience in a leadership position. + In-depth knowledge of outstanding written and verbal communication skills. + Problem-solver with excellent time-management abilities. + Proven experience with managing multiple team members + Excel, word and power point necessary + Veterinary Hospital experience strongly encouraged **Benefits:** + Competitive compensation package + Continuing education allowance + Regional continuing education + Medical/Dental/Vision + Vacation/Sick/Paid Holidays + Bereavement Leave + Long and short term disability + Opportunity for advancement and growth + Woof University-online training + 401k + Pet Discount Plan + Parental leave + VIP Discount Plans + Term Insurance + Optional Voluntary Plans + Health Savings Account + Flexible Spending Account + Dependent Flexing Spending Account + Group Legal Plan + Identity Protection + Health Advocate Program + Salary range 58,000 - 65,000 The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development). **If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.** Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more! The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development) We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.comIthaca, NYR-240435New YorkNYNoneEC1B4DC963D042A7B811BB10A8C1AA45https://xerox.jobs/EC1B4DC963D042A7B811BB10A8C1AA4523New YorkU.S. BankUnited StatesUSA2026-05-06 06:05:30At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs. Basic Qualifications - Bachelor's degree, or equivalent work experience - Seven to ten years of commercial banking experience Preferred Skills/Experience - Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures - Strong relationship management and business development abilities, with thorough knowledge of credit products - Strong analytical and problem-solving skills - Ability to work effectively with individuals and groups across the company to manage customer relationships - Well-developed written communication and verbal presentation skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $124,355.00 - $146,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0010451New YorkNYNoneD64DC83B1A4C4F43B0354BFA825895BDhttps://xerox.jobs/D64DC83B1A4C4F43B0354BFA825895BD23New YorkNuveen InvestmentsUnited StatesUSA2026-05-06 00:01:10We are seeking a Client Success Manager to play a critical role in shaping the client experience across Brooklyn’s tax-advantaged products. This individual will serve as a key point of contact for clients, ensuring seamless onboarding, proactive issue resolution, and continuous feedback loops into product and operational decision-making. **Key Responsibilities and Duties** **Client Onboarding & Client Relationship Management** + Support and manage the onboarding process for new clients, ensuring a smooth transition onto Brooklyn’s platform + Coordinate with internal teams and distribution partners to address client needs and deliver a high-quality service experience + Serve as the primary point of contact for client inquiries, ensuring timely and effective resolution of questions and issues + Triage and prioritize client requests across multiple stakeholders in a fast-paced environment + Build and maintain strong relationships with existing, new, and prospective clients to support long-term engagement and success + Regularly interact with clients through meetings and communications to reinforce trust and platform adoption **Cross-Functional Collaboration** + Partner with Sales & Marketing, Engineering, and Operations teams to resolve client issues and enhance service delivery + Act as a liaison between clients and internal teams, ensuring alignment and clear communication **Process Improvement** + Identify opportunities to enhance client service workflows, including automation and process optimization + Gather and synthesize client feedback, serving as the “voice of the client” across the organization + Provide actionable insights to inform product development and strategic decision-making **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **Career Level** 6IC **Qualifications:** **Required:** + 2+ years experience working in financial services, asset management, or fintech + Strong organizational skills with the ability to manage multiple priorities in a dynamic environment + Excellent written and verbal communication skill **Preferred:** + Bachelor’s degree + Prior experience in a Client Success Manager or client-facing role + 3+ years experience working in financial services, asset management, or fintech + Familiarity with portfolio management platforms or investment-related products + Experience contributing to process improvement or operational enhancements + High attention to detail and ability to execute with precision + Ability to work independently and exercise sound judgment in time-sensitive situations + Demonstrated ability to build and maintain strong relationships + Interest in finance and/or asset management + Quick learning style with the ability to grasp complex concepts and adapt rapidly **Anticipated Posting End Date:** 2026-06-20 Base Pay Range: $90,000/yr - $125,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . + For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . + For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)New York, NYR260400459New YorkNYNone12CEC18828014D84BA21CA77CB8FF407https://xerox.jobs/12CEC18828014D84BA21CA77CB8FF40723New YorkEYUnited StatesUSA2026-05-05 23:45:21Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Support new and existing client relationships + Provide compliance and consulting delivery services to meet deadlines for client deliverables + Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks + Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Develop, document, and gain cross functional alignment on processes to support processes and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide professional direction and day-to-day supervision to staff members + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to staff **Skills and attributes for success** + Experience identifying tax related issues and developing recommended solutions via research and/or position development + Experience interacting with clients on a regular basis in the delivery of services + Experience managing team members delivering tax consulting and compliance projects for clients + Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations + Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments and deadlines simultaneously + Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Excellent teaming, leadership, organizational, and verbal/written communication skills **Ideally, you'll also have** + Familiarity with the financial services industry + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $76,000 to $125,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $91,100 to $142,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .New York, NY1624167New YorkNYNone7DC05F9901154C5CBCF33EAA39FCBB66https://xerox.jobs/7DC05F9901154C5CBCF33EAA39FCBB6623SchaumburgPaylocityUnited StatesUSA2026-05-05 22:00:55 Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at our Schaumburg, IL OR Rochester, NY, location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview: Client Services Manager Ops play a pivotal role in ensuring client satisfaction and retention. They develop strategies to effectively address issues, proactively service highly complex clients and lead a team comprising of leaders and various levels of Account Managers. Success in this role is driven by proficiency with technology, ability to quickly learn our HCM platform and products, and a deep commitment to providing outstanding customer service. This role requires a unique balance of leadership, technical expertise, process management, and soft skills to be effective. Client Service Manager Ops works with a peer team of Managers to appropriately prioritize client interactions and efforts on behalf of the client. This includes engaging directly with clients by directly addressing escalated calls and working to negotiate with the client and our internal partners for the betterment of the business. Responsibilities: The below represents the primary duties of the position, others may be assigned as needed. 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. + Develop strategies and initiatives to enhance and maintain client satisfaction and retention. + Lead and manage a team of Account Managers providing coaching and guidance on client interactions, issue resolution, and the application of soft skills to minimize client risk. + Facilitate continuous learning opportunities to expand the knowledge base of your staff. + Offer proactive development opportunities aligned with corporate goals and values. + Create and maintain an effective and positive work environment that encourages open communication, learning, coaching and recognition in line with the organization’s values. + Monitor team workload, ensuring appropriate balance of volume, priority, and client/account manager alignment. + Manage the hiring and onboarding of new team members, emphasizing the establishment of strong trusted relationships from day one. + Generate creative solutions and innovative ideas to increase employee engagement and retention. + Collaborate with cross-functional partners to ensure that processes and tools are in place to best support clients and the client services team, including Technical Services, Finance, Tax, Sales, Support, Distribution, and Implementation. + Exhibit flexibility in day-to-day responsibilities, emphasizing agility in adapting to changing circumstances. + This job requires up to 25% travel for internal and/or client-facing meetings. Education: + Bachelor’s degree required + 2+ years of previous leadership experience in a customer service/customer relationship role + Experience using reporting and metrics as a key part of the job (Monthly/Quarterly KPIs) + Experience with leading other leaders preferred + Previous experience in HCM/Direct Payroll Industry + Experience working with payroll, HCM, or HRIS software + Excellent knowledge of MS Office, including MS Excel + Strong interpersonal skills Physical requirements + Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. + Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. The base pay range for this position is $74,600 - $110,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. (https://px.sequoia.com/prospect/gacc-a80d1349-69db-4199-9253-1b4c7539f1fc) This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers. Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants (https://www.paylocity.com/company/protecting-our-clients/privacy-center/notice-of-privacy-practices-for-job-applicants/) and applicable data protection laws. Schaumburg, NYNew YorkNYNoneE0DA5717C5FF44F9A9701EDBBB0EE44Ehttps://xerox.jobs/E0DA5717C5FF44F9A9701EDBBB0EE44E23New YorkJPMorgan ChaseUnited StatesUSA2026-05-05 04:55:34At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New York,NY $66,360.00 - $66,360.00New York, NY210744098New YorkNYNoneA177B565A47E4080A1CA203AC59A2BEDhttps://xerox.jobs/A177B565A47E4080A1CA203AC59A2BED23New YorkU.S. BankUnited StatesUSA2026-05-05 03:40:43At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and credit risk assessment of commercial loans within the Media & Telecom sector ensuring sound financial analysis, compliance with regulatory requirements, and alignment with the bank’s credit policies and risk appetite. This role requires strong leadership, industry knowledge, and the ability to collaborate with relationship managers, risk teams, and senior leadership to drive high-quality credit decisions. Key Responsibilities • Lead and manage a team of underwriters focused on commercial loans in the media & telecom space, providing guidance, mentorship, and performance oversight. • Assess and approve complex commercial loan applications. • Conduct in-depth financial analysis, including cash flow modeling, debt service coverage, and collateral valuation, to determine borrower creditworthiness. • Develop and refine underwriting standards specific to the Media Telecom Industry ensuring alignment with market trends and regulatory requirements. • Collaborate with relationship managers and credit approval officers to structure loans that meet client needs while protecting the bank’s interests. • Monitor portfolio performance, identifying trends, early warning signs, and risk mitigation strategies. • Ensure compliance with all regulatory guidelines, internal policies, and industry best practices. • Present credit decisions and recommendations to senior management and CRM. needed. • Stay informed on industry trends, including market conditions, regulatory changes, and economic factors affecting the Media Telecom sector. ​Basic Qualifications - Degree in finance, accounting or other related field or equivalent experience - 10 or more years of corporate/commercial lending experience - Three or more years of management experience Preferred Qualifications • Bachelor’s degree in Finance, Accounting, Business, or a related field (MBA or CFA preferred). • 10+ years of commercial loan underwriting experience, with at least 3 years in a leadership role. • Knowledge of the media & telecom industry is preferred. • Strong credit analysis skills, including financial statement analysis, risk assessment, and structuring complex deals. • Experience working in a banking environment managing multi-million-dollar loan portfolios. • Deep understanding of banking regulations (OCC, FDIC, Basel III) and loan underwriting best practices. • Proven leadership skills with the ability to mentor and develop underwriting teams. • Excellent communication skills, with the ability to present credit decisions to executive leadership and loan committees. • Proficiency in credit risk modeling tools and financial analysis software. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $194,225.00 - $228,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0011211New YorkNYNoneB8A017A5AC16481682B2184515FFD00Ehttps://xerox.jobs/B8A017A5AC16481682B2184515FFD00E23RochesterPaylocityUnited StatesUSA2026-05-05 01:04:26 Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview: Client Services Manager Ops play a pivotal role in ensuring client satisfaction and retention. They develop strategies to effectively address issues, proactively service highly complex clients and lead a team comprising of leaders and various levels of Account Managers. Success in this role is driven by proficiency with technology, ability to quickly learn our HCM platform and products, and a deep commitment to providing outstanding customer service. This role requires a unique balance of leadership, technical expertise, process management, and soft skills to be effective. Client Service Manager Ops works with a peer team of Managers to appropriately prioritize client interactions and efforts on behalf of the client. This includes engaging directly with clients by directly addressing escalated calls and working to negotiate with the client and our internal partners for the betterment of the business. This position will focus on our Enterprise clients. Primary Responsibilities: The below represents the primary duties of the position, others may be assigned as needed. 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. + Develop strategies and initiatives to enhance and maintain client satisfaction and retention. + Lead and manage a team of Account Managers providing coaching and guidance on client interactions, issue resolution, and the application of soft skills to minimize client risk. + Facilitate continuous learning opportunities to expand the knowledge base of your staff. + Offer proactive development opportunities aligned with corporate goals and values. + Create and maintain an effective and positive work environment that encourages open communication, learning, coaching and recognition in line with the organization’s values. + Monitor team workload, ensuring appropriate balance of volume, priority, and client/account manager alignment. + Manage the hiring and onboarding of new team members, emphasizing the establishment of strong trusted relationships from day one. + Generate creative solutions and innovative ideas to increase employee engagement and retention. + Collaborate with cross-functional partners to ensure that processes and tools are in place to best support clients and the client services team, including Technical Services, Finance, Tax, Sales, Support, Distribution, and Implementation. + Exhibit flexibility in day-to-day responsibilities, emphasizing agility in adapting to changing circumstances. + This job requires up to 25% travel for internal and/or client-facing meetings Education and Experience: + Bachelor’s degree required + 2+ years of previous leadership experience in a customer service/customer relationship role + Experience using reporting and metrics as a key part of the job (Monthly/Quarterly KPIs) + Experience with leading other leaders preferred + Previous experience in HCM/Direct Payroll Industry + Experience working with payroll, HCM, or HRIS software + Excellent knowledge of MS Office, including MS Excel + Strong interpersonal skills + Physical requirements + Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. + Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The base pay range for this position is $74,600 - $115,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. (https://px.sequoia.com/prospect/gacc-a80d1349-69db-4199-9253-1b4c7539f1fc) This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers. Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants (https://www.paylocity.com/company/protecting-our-clients/privacy-center/notice-of-privacy-practices-for-job-applicants/) and applicable data protection laws. Rochester, NYNew YorkNYNone6660342E9C98445D9F98CDB6694565EEhttps://xerox.jobs/6660342E9C98445D9F98CDB6694565EE23BUFFALOSeneca HoldingsUnited StatesUSA2026-05-04 07:11:46CI Azumano Travelis Seneca Holdings' full-service travel management company for businesses, governments, and personal travelers. We offer 24/7 support for travelers while also supporting customers with travel expense management, policy implementation, technology solutions, business intelligence tools, and vendor negotiations.Our team of talented individuals is what makes us successful. To support our team, we provide a balanced mix of benefits and programs.Your total rewards package includes competitive pay, benefits, and perks, flexible work-life balance, professional development opportunities, and performance and recognition programs. We offer a comprehensive benefits package that includes medical, dental, vision, life, and disability, voluntary benefit programs (critical illness, hospital, and accident), health savings and flexible spending accounts, and retirement 401K plan. One of our fundamental principles is to offer competitive health and welfare benefits to our team members, providing coverage and care for you and your family. Full-time employees working at least 30 hours a week on a regular basis are eligible to participate in our benefits and paid leave programs. We pride ourselves on our collaborative work environment and culture, which embraces our mission of providing financial and non-financial benefits back to the members of the Seneca Nation. CI Azumano is seeking a Client Services Manager. This is a remote position; however, one week of in-person orientation at our home office in Virginia Beach, VA is required.The Client Services Manager will serve as the primary lead for onboarding and implementation of new User Agencies and will provide ongoing strategic support and account management to existing and prospective agencies.Roles & Responsibilities include, but are not limited to:Travel & Statewide Support * Travel with STP staff to meetings throughout the state, at no additional cost to the State. * Be available for on-site meetings in Sacramento, CA within twenty-four (24) hours' notice, if requested by STP. * Operate on a Pacific Time Zone (PT) (UTC -8:00) work schedule.Implementation & Onboarding * Lead the onboarding and implementation of new User Agencies * Provide detailed implementation plans outlining specific actions, timelines, and milestones. * Conduct weekly calls with STP and User Agencies to ensure consistent communication and progress tracking. * Develop and manage a structured 90-day onboarding timeline to ensure a smooth and effective transition for each new User Agency. * Oversee integration and configuration of: * Custom travel policies * Custom rule classes * Approval processes * User roles and permissions * Future system configurations * Ongoing site maintenanceStrategic Planning & Agency Development * At the request of STP, develop comprehensive goals and tailored strategies specific to each User Agency. * Establish and maintain strong professional relationships with both existing and prospective User Agencies. * Provide proactive account management to ensure long-term engagement and program growth.Performance Review & Opportunity Analysis * Conduct, at minimum, a bi-annual analysis and review of the top ten (10) User Agencies, at the request of STP. * Identify missed travel opportunities and new business opportunities. * Align findings with each User Agency's specific goals and strategic objectives.CRM & Reporting * Utilize the Customer Relationship Management (CRM) software designated by STP. * Maintain accurate, up-to-date records of all User Agency activities. * Track onboarding progress, agency engagement, and account development efforts. * Utilize the Customer Relationship Management (CRM) software designated by STP. * Maintain accurate, up-to-date records of all User Agency activities. * Track onboarding progress, agency engagement, and account development efforts. Equal Opportunity StBuffalo, NYNY1623140New YorkNYNone6DDFFD45B8FA47639B952469D24133A5https://xerox.jobs/6DDFFD45B8FA47639B952469D24133A523NEW YORKT-MobileUnited StatesUSA2026-05-03 07:08:57At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That's how we're UNSTOPPABLE for our employees! Job Overview The Client Success Manager at T-Mobile is a pivotal role focused on enhancing customer relationships and retention within the Government, Strategic, and Enterprise business segments. This position is responsible for managing the entire customer lifecycle, ensuring successful onboarding, product adoption, and continuous value realization. By identifying upsell and cross-sell opportunities, the Client Success Manager works closely with sales teams to develop strategies that increase account value. Acting as a customer advocate, this role coordinates with multiple departments including sales, engineering, support, and operations to meet contract commitments and resolve issues. Through strategic business reviews and building trusted executive relationships, the Client Success Manager fosters long-term partnerships and enhances client loyalty. Job Responsibilities: * Customer Relationship Advocacy - Serve as the primary post-sales point of contact for assigned government and enterprise accounts, advocating for customer needs across internal teams and ensuring a positive end-to-end experience. Build and maintain executive-level relationships with client stakeholders to foster trust, understand business goals, and drive customer satisfaction and loyalty. * Onboarding Product Adoption - Oversee new customer onboarding and training to guarantee a smooth implementation from Day 0 onward. Educate customers on T-Mobile for Business products, services, and self-service tools (e.g. Account Hub) to accelerate product and solution adoption, ensuring clients realize full value from their investments. Develop customer success plans and conduct regular health checks. * Account Health Monitoring Reviews - Proactively monitor account performance and health indicators (usage trends, service quality, billing, NPS, etc.) to identify signs of risk or opportunity. Lead regular success reviews and QBRs, presenting key performance metrics and insights to client executives. Recommend action plans to address service gaps or evolving needs. * Issue Resolution Cross-Functional Coordination - Take ownership of customer issues and coordinate cross-functional resolution, engaging internal experts to troubleshoot and swiftly resolve problems. Act as the customer champion in internal discussions, documenting interactions and ensuring service levels are met. Drive timely resolutions to maintain operational continuity. * Retention Renewal Management - Develop and execute strategies to retain customers and secure renewals, mitigating churn. Analyze account health data to identify at-risk accounts or partial disconnect requests and address root causes proactively. Lead contract renewal processes, negotiate terms, and finalize agreements that maintain or grow revenue. * Account Growth Upsell - Drive account expansion by identifying and executing cross-sell and upsell opportunities based on customer needs and usage data. Prepare and present proposals for new solutions, partnering with Sales and Solutions Engineering on complex opportunities that align with customer goals.Education and Work Experience: * Bachelor's Degree Business Administration, Management, or related field (Preferred) * Master's/Advanced Degree Business Administration, Management, or related field (Preferred) * 4-7 years Managing customer relationships and account management in business segments such as Government, Strategic, or Enterprise (Required) * 2-4 years Coordinating with multiple departmentNew York, NYNY1622913New YorkNYNone305E3CD306514EB290D46DB5267DF0ABhttps://xerox.jobs/305E3CD306514EB290D46DB5267DF0AB23NEW YORKDow Jones & Co.United StatesUSA2026-05-02 07:14:53Dow Jones & Co. Since 1882, Dow Jones has been finding new ways to bring information to the world's top business entities. Beginning as a niche news agency in an obscure Wall Street basement, Dow Jones has grown to be a worldwide news and information powerhouse, with prestigious brands including The Wall Street Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch and Financial News. This longevity and success is due to a relentless pursuit of accuracy, depth and innovation, enhanced by the wisdom of past experience and a solid grasp on the future ahead. More than its individual brands, Dow Jones is a modern gateway to intelligence, with innovative technology, advanced data feeds, integrated solutions, expert research, award-winning journalism and customizable apps and delivery systems to bring the information that matters most to customers, when and where they need it, every day. If you are a current employee at Dow Jones, do not apply here. Please go to the Career section on your Workday homepage and view "Find Jobs - Dow Jones." Thank you. Dow Jones, Making Careers Newsworthy All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status. EEO/AA/M/F/Disabled/Vets. Dow Jones is committed to providing reasonable accommodation for qualified individuals with disabilities, in our job application and/or interview process. If you need assistance or accommodation in completing your application, due to a disability, email us at talentresourceteam@dowjones.com. Please put Reasonable Accommodation in the subject line. NYC - 1211 Ave of the Americas Full timeJob_Req_52700 Job Description:About the Role: Dow Jones Energy is investing in its client engagement capabilities to deepen partnerships with its most critical accounts. In this non-traditional account management role, you will be a cross-functional, client-facing partner focused on elevating the quality and consistency of how Dow Jones Energy engages with its most important customers from day-to-day interactions to long-term strategic partnership. You will work closely with Sales, Product, and Editorial teams to deliver a cohesive client experience and ensure that the full value of the Dow Jones portfolio is realized by each account. You will report to the SVP, Head of Sales. About the Team: Dow Jones Energy delivers trusted price transparency, benchmarks, analytics, news, and insight across the global energy, chemicals, metals, and fuel supply value chain. Our offerings support customers across spot, wholesale, and retail markets, as well as emerging segments tied to the energy transition. Through authoritative data, real-time intelligence, and deep market expertise, Dow Jones Energy enables customers to make confident, high-stakes commercial decisions in volatile and fast-evolving markets. You Will: * Champion a culture of exceptional client engagement within your assigned accounts * Build deep, trusted relationships with key contacts and influential stakeholders, ensuring customers consistently realize the strategic value of the Dow Jones Energy portfolio * Drive cohesion across teams and functions to ensure clients receive a seamless, consistent experience * Work in close partnership with Commercial Managers to identify and pursue growth opportunities within the account base, including whitespace, cross-sell, upsell, and strategic account expansion * Translate client insights and market knowledge into actionable commercial strategies * Ensure clients are supported through the full commercial lifecycle - from onboarding & adoption through retention & renewal * Build and maintain engagement plans that drive usage, deepen relationships, and maximize the value of enterprise-wide licenses * Conduct continuous, investigative dialogue with customers to unNew York, NYNY1622374New YorkNYNoneAA9DE2B309E04427B89DBA33E1B22501https://xerox.jobs/AA9DE2B309E04427B89DBA33E1B2250123AlbanyNTT America, Inc.United StatesUSA2026-05-02 05:48:30**Make an impact with NTT DATA** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive. **Your day at NTT DATA** The Lead Inside Sales Client Manager has significant inside sales experience. This is a transactional role that is focused on current clients with the opportunity to engage through programmatic use cases and digital channels to acquire their technology needs​. The Lead Inside Sales Client Manager mines for new sales opportunities within an assigned account list. The Lead Inside Sales Client Manager uses a proactive and systematic approach to work through the assigned account list which is done by leveraging company tools and methodologies to understand the client’s implicit and explicit needs. This role acts as an informal team lead. In this role you will: **_***Must be bilingual in Japanese and English. Mandatory requirement.***_** + Manages and grows relationships and drives expansion and renewals across all solutions (foundational solutions primary) within assigned accounts. + Minimizes churn and maximizes retention in assigned accounts. + Drives client satisfaction throughout the entire lifecycle of the clients’ buying process. + Generates demand by assisting clients to identify current needs, and then effectively articulate how the company can add value through our services and solutions. + Uses the company’s sales tools and methodology to effectively manage accounts, opportunities, pipelines, and forecasts. + Presents new and additional offerings to clients. + Communicates quotes, provides supportive sales documentation and obtains a sales order where there is an opportunity to close a sale. + Builds relationships with clients and displays an interest in and knowledge of the client environment. + Identifies opportunities for up-selling of solutions. + Identify sales opportunities by managing and growing revenue and expansion across solutions areas in the assigned accounts. + Complies with and adheres to pre-identified governance and compliance standards as outlined by the company and escalate identified problems for investigation and resolution. + Adheres to Finance standards and procedures to reduce costs and report associated risk + Key responsibilities related to administrative support includes: + Schedules and manages the Executive level appointments, meetings, and travel arrangements. + Coordinates and prioritizes Executive’s daily schedule, ensuring they are well-prepared for each engagement. + Serves as a gatekeeper for phone calls and visitors, screening and directing them as needed. + Creates detailed itineraries and ensures all travel logistics are smooth. + Tracks and manages expenses, including preparing and submitting expense reports on behalf of the Executive. + Maintains strict confidentiality regarding sensitive information and conversations. + Organizes and coordinates events, conferences, or team-building activities as needed. + May provide personal assistance, such as managing personal appointments or handling personal errands, as requested by the Executive. + Performs any other related tasks as required. **You are perfect for this role if you:** + Sales business acumen. The skills supporting successful selling through organizational and business outcome mindset. Success will require focusing on planning, leveraging tools and data, and concentrating on the company's business requirements. Developing the skills to understand the client’s business (including commercial and financial aspects) in order to bring value to them from the company's portfolio of services. + Sales client engagement and management. The skills used to effectively manage and analyze the client throughout the client lifecycle, with the goal of improving client relationships and driving sales growth. Success will require a detailed understanding of client needs, effective sales planning, and building trust, all while managing to client expectations. Developing the skills required to know the client, building effective and lasting relationships with them, and being seen as a trusted advisor. + Sales solution skills. The knowledge of the company's offerings, client applications, use cases, and market trends and the skill to apply them to the individual client and prospect situations that positions the sales team member as an expert client advisor. Success will require the ability to link company offerings, including high-value services to a specific client and prospect needs and outcomes. + Sales pursuit. The skills and knowledge to create success by identifying and advancing opportunities at assigned prospects and clients. Success will require both individual ownership as well as accountability for coordinating internal and external resources in order to close sales opportunities. + Excellent written and verbal communication skills are crucial for conveying information, managing correspondence, and liaising with internal and external stakeholders. + Excellent interpersonal skills with a demonstrated proactive approach to work and a good understanding of the strategic objectives of the global business. + Ability to efficiently manage own time and that of the executive's time to ensure all commitments are met and deadlines are upheld is critical. + Strong organizational skills are a must for managing the executive's schedule, coordinating meetings, and handling logistics. + Ability to display the required level of confidentiality, discretion and professionalism when dealing with sensitive information. + Ability to handle unexpected issues and finding creative solutions. + Ability to prioritize and coordinate initiatives, events or activities. + High attention to detail is important, especially when dealing with scheduling, document preparation, and record-keeping. + Strong project management skills are important to manage any special initiatives or handle complex tasks effectively. **Required experience:** + Significant demonstrated experience in a similar role in a similar environment. + Significant sales and client engagement experience. + Significant demonstrated experience negotiating with clients and vendor. + Significant demonstrated experience analyzing commercial information. **Required Qualifications:** + Basic understanding of IT infrastructure (e.g., data centers, networks). + **Native-level proficiency in Japanese.** + Effective communication skills in English for internal and external coordination. + Proficiency in Microsoft Office tools (Excel, PowerPoint, Word). + Willingness to learn and use sales tools such as Salesforce (prior experience not required). **Preferred Qualifications:** + Experience in inside sales at an IT company. + Familiarity with quotation and order workflows in IT services. + Experience using Salesforce or similar sales tools. + Ability to navigate ambiguous situations by proactively gathering information and consulting with supervisors. + Understanding of both U.S. and Japanese corporate cultures. **Working Conditions:** This is a home office-based position, with occasional travel for company meetings. Responsibilities may require evening work in response to working with Asia and European coworkers and supporting the Global Sales Team. Target Base Salary: $76,800 to $115,200 base plus variable bonus NTT intends to offer a base pay within this range dependent upon factors such as experience and job-related requirements. Base pay is one part of the Total Rewards offerings that NTT provides to employees. We also provide benefits offerings to include medical, dental, vision, life insurance, supplemental life insurance, spouse and child life insurance, STD, LTD, Flex Spending Accounts and the Company's 401(k) retirement plan. **Workplace type** **:** Hybrid Working **About NTT DATA** NTT DATA is a $30+ billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world’s leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is part of NTT Group, which invests over $3 billion each year in R&D. **Equal Opportunity Employer** NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today. **Third parties fraudulently posing as NTT DATA recruiters** NTT DATA recruiters will never ask job seekers or candidates for payment or banking information during the recruitment process, for any reason. Please remain vigilant of third parties who may attempt to impersonate NTT DATA recruiters—whether in writing or by phone—in order to deceptively obtain personal data or money from you. All email communications from an NTT DATA recruiter will come from an **@nttdata.com** email address. If you suspect any fraudulent activity, please contact us (global.careers@nttdata.com) .Albany, NYR-144502New YorkNYNoneE06DFDE8A8BE4544AF2563404E4AC928https://xerox.jobs/E06DFDE8A8BE4544AF2563404E4AC92823New YorkNeubergerUnited StatesUSA2026-05-02 03:29:09As the Manager of the Dealer Services team, the primary responsibilities include providing operational and client servicing support to the Fund’s intermediary partners and retail clients and the oversight of the Fund’s external transfer agent provider. **Client Support** + Manage trading across omnibus versus direct accounts (broker-dealers, RIAs, retirement platforms) + Oversee call center/investor inquiries, statements, etc for 65k direct accounts + Drive day-to-day client interactions: providing documentation for account transfers, required minimum distributions, exchanges and eligibility requirements for the Fund’s different share class offerings + Draft and coordinate client communications + Develop strong relationships with internal groups (Legal, Compliance, Operations, Client Service, Reporting, Marketing, RFP, and Portfolio Management) to process and resolve client requests, manage deadlines, and deliver superior client experience + Provide support for the US Intermediary Sales team for the distribution of our offshore funds + Assist with Board Reporting **Operational Support** + Ensure proper adherence to the requirements of the Fund’s prospectus and SAI + Monitor large cash flows impacting investor concentration + Oversee key performance indicators and work quality of the external transfer agency providers + Conduct on-site and virtual operational visits (health checks) and manage operational risk assessment of third-party vendors + Partner with product management on all modifications to the existing funds including ETF conversions + Transfer Agency Lead on New Fund launches + Manage industry reporting obligations, including participation in ICI surveys **Process Improvement** + Act as a day-to-day coordination point across teams, helping drive internal process improvement and data insights to support business growth + Leverage AI tools and automation to enhance data workflows and reporting processes - reducing manual effort and improving turnaround times **Qualifications** _Required:_ + Bachelor's degree + 8+ years of experience managing teams and operationally supporting 40 Act Funds + Series 7 and Series 24 are required; additionally, candidates must hold either the Series 66 or both the Series 63 and Series 65 or be willing to obtain the applicable license(s) within 6 months of hire. + Knowledge of DTCC/NSCC mutual fund processing + Strong proficiency in Excel and PowerPoint; ability to work with large datasets and effectively visualize information + Superior interpersonal, written, and verbal communication skills; able to synthesize information and communicate clearly with both internal and external stakeholders + Ability to work independently and manage/prioritize multiple projects across numerous internal groups + Proactive, resourceful, highly motivated, team player who can coach and mentor team + Comfortable in a fast-paced, high-intensity environment with evolving priorities _Preferred:_ + Demonstrated familiarity with AI tools (e.g., ChatGPT, Microsoft Copilot, or similar) and a proactive mindset toward using AI to automate workflows, surface insights, and create efficiencies across sales and operations functions + Ability to identify repetitive or manual workflows and apply AI-assisted solutions to improve speed and accuracy + Eagerness to stay current on emerging AI tools relevant to asset product management and sales enablement Location: New York City; hybrid with a minimum of two days per week in office. \#LI-KF1 \#LI-Hybrid Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship. Compensation Details The salary range for this role is $125,000-$150,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.** _Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the_ Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) _._ Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 790-plus investment professionals and more than 2,900 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: http://www.nb.com/linkedinNew York, NYR0012123New YorkNYNone9CC43D7DA44949E2A9F6F5558F2CCEFAhttps://xerox.jobs/9CC43D7DA44949E2A9F6F5558F2CCEFA23SchaumburgPaylocityUnited StatesUSA2026-05-01 22:05:36 The Client Accounts Manager plays an important role within our Sales Support Division, providing leadership and oversight to our CAE team. CAEs are an integral part of the company’s sales organization, working with current clients to help them better identify their business objectives and leverage Paylocity product sets for maximum results and efficiencies. Primary Responsibilities: The below represents the primary duties of the position, others may be assigned as needed. 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. + Coach and mentor team to meet or exceed assigned monthly sales activity standards and sales quotas + Develop and execute comprehensive sales strategies, closely aligning them with the company's growth objectives. + Continuously evaluate the sales team's performance by monitoring and analyzing key performance indicators (KPIs). Provide constructive feedback, tailored coaching, and impactful training programs to elevate their capabilities and achievements. + Drive ongoing improvement of sales processes and methodologies. Identify and eliminate bottlenecks, inefficiencies, and obstacles to streamline operations, ensuring peak productivity and revenue maximization. + Cultivate strong and lasting relationships with existing customers. Understand their unique needs, promptly address inquiries, and drive customer satisfaction and loyalty. + Harness the power of data analytics and market insights to make informed decisions. Leverage sales data and industry trends to spot opportunities, mitigate risks, and devise data-backed strategies. + Creates a climate that attracts, retains, and motivates team to reach high quality standards, coaching more junior members. + Oversee the recruitment, onboarding, and continuous development of new sales team members. Equip them with the necessary tools, knowledge, and motivation to excel in their roles and contribute to the team's success. + Responsible for meeting deadlines and prioritizing workload in an efficient and professional manner. + Conducts regular weekly and monthly team meetings to ensure proper communication and team cohesion. + Partners with cross functional teams to include Marketing, L&D, Sales Partners, etc. to complete projects related to the CAE Department, and process improvement. Ensure that sales strategies are harmoniously aligned with the broader company objectives and initiatives. + Compile and present detailed sales reports, and business reviews to senior management. Highlight achievements, challenges, and recommendations to guide strategic planning and decision-making. + Responsible for performing other job-related duties as assigned. Schaumburg, NYNew YorkNYNone09AB36DD2D284C37BECC42995CEDEB2Bhttps://xerox.jobs/09AB36DD2D284C37BECC42995CEDEB2B23AlbanyCapital OneUnited StatesUSA2026-05-01 16:22:21Senior Manager, Client Development Affiliate Marketing - Capital One Ad Solutions (Remote) Capital One Ad Solutions is looking for a Senior Strategic Client Manager to join the Partnerships Team. You’ll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution’s suite of products. In this client-facing role, the team is looking for a highly detail-oriented individual with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for our top merchants. You’ll act as a key liaison between our clients and internal teams, and be responsible for successfully executing their marketing campaigns from start to finish. Key Responsibilities Include: + Partner with key external stakeholders including C-suite level contacts to help grow and cultivate Capital One Ad Solutions + Integrate Capital One Ad Solution’s products and services with our merchant partners + Leverage data and analytical methodologies to optimize and grow your book of business + Teach, support, and train agencies, industry partners, and other stakeholders on Capital One Ad Solutions + Work with Product, Revenue Management, and other key stakeholders to help drive our business + Technical skills (utilizing analytic platforms, APIs, and proprietary tools) are a plus + Owning a broad portfolio of enterprise relationships; proven ability to influence and build consensus across multiple teams + Demonstrated success leveraging data, analytical and communication skills + Create and deliver executive level decks & materials + Travel onsite for merchant visits and/or industry conferences An ideal candidate will possess: + Strong strategic, analytical, and data-analysis skills + Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions + Excellent communication skills, both written and verbal + Experience in identifying, creating, and building strategies to achieve organizational objectives + Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners + Experience partnering on and creating product roadmaps + A strong deference to team culture, collaboration, and open communication Basic Qualifications: + At least 8 years of experience in a strategic client facing sales or account management roles + At least 8 years of experience reviewing or analyzing data Preferred Qualifications: + Bachelor’s Degree + 7+ years of affiliate, enterprise sales, performance marketing, or account management experience + 11+ years of experience in a client facing role + Proven track record of managing, selling, and developing relationships with Strategic Merchants + Experience managing technical sales and integrations + Demonstrated success selling and managing merchants on sophisticated ad platforms + Strong data, analytical and communication skills At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $161,500 - $184,300 for Senior Manager, Capital One Ad Solutions Richmond, VA: $161,500 - $184,300 for Senior Manager, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (https://www.capitalonecareers.com/benefits) . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).Albany, NYR233566New YorkNYNoneC08F0621B85F414D8C352FE207A5CBB6https://xerox.jobs/C08F0621B85F414D8C352FE207A5CBB623Livingston InternationalUnited StatesUSA2026-05-01 01:40:20 Regional Manager, Client Service Join Livingston and grow your career in the constantly changing world of international trade. Livingston is a market leader offering customs brokerage, international trade consulting, compliance and freight forwarding services around the world. Livingston has over 3,000 employees at more than 90 key border crossings, sea ports, airports and other strategic locations in North America, Europe and Asia. Our fast-paced and collaborative environment offers you the opportunity to work with leaders in the industry, receive recognition for achievements and develop your expertise in the complex and evolving world of trade. Learn how you can make an impact at Livingston. JOB SUMMARY Reporting to the Director, Client Service, this position is responsible for the overall service level management for all clients within their region. Responsible for achieving team profitability, client retention, up-selling opportunities and client loyalty through performance management, training, coaching, mentoring and motivating staff. Location: Open to all US locations. KEY DUTIES & RESPONSIBILITIES + Train, motivate, mentor, coach and manage the overall performance of staff members to achieve results. + Ensures delivery of exceptional client service to foster and enhance superior client relationships within the region. + Drive the revenue, profitability, retention, and client satisfaction to ensure the region meets or exceeds its targets. Review attainment vs. target for the region and develop corrective actions where necessary. + Analyze data and run reports for clients within the region to identify trends and patterns, track lost business, determine and resolve root cause issues and increase client satisfaction and loyalty. + Manage and control the use of systems and technology, such as the Customer Relationship Management (CRM) tools, to drive efficiency in all client service operations. Monitor and report service level statistics and other key performance indicators. + Develop processes and procedures to achieve regional goals and objectives. + Conduct root-cause analysis and create scalable solutions to resolve systemic issues or service delivery deficiencies. + Create and foster partnerships with other internal departments to resolve cross-functional communication or cooperation difficulties. + Assist direct reports with challenging barriers and obstacles they may encounter. + Maintain appropriate balance between client service and up-selling activities/sales focused revenue growth. + Attend client visits with the Client Service Mangers as required. + Complete annual performance reviews with direct reports. + Perform other related duties as assigned by management. + Adhere to established policies and procedures. KNOWLEDGE & SKILLS + Excellent interpersonal skills. Ability to develop and maintain deep, consultative relationships with external and internal clients. + Good communication skills (both written and verbal). + Knowledge and experience with project management methodology and techniques. + Excellent problem solving and conflict resolution skills. + The ability to make and execute effective decisions based on factual content. + Comfortable preparing and making presentations to small and large audiences. + Ability to be self-motivated, creative and work in a challenging and stressful environment. + Ability to prioritize, plan and schedule activities. + Excellent understanding of customs brokerage process, procedures, regulations, and regulatory requirements. + Working knowledge of Microsoft Office software (MS Word, MS Excel, MS PowerPoint) and Customer Relationship Management tools. WORK EXPERIENCE – MINIMUM REQUIRED 6 years of related experience EDUCATION Required: Bachelors Degree or equivalent CERTIFICATIONS DESCRIPTION COMPETENCIES Business Acumen and Straight Talk Leading and Developing Inclusion and Collaboration Customer First Focus Agility Accountability At Livingston, we are committed to fostering a flexible, growth-oriented environment where you can thrive. Our culture is built on respect, recognition, and collaboration, and we empower our team with trusted expertise, continuous learning opportunities, and long-term support. We offer competitive compensation, comprehensive benefits, and a transparent pay philosophy aligned with market data and job-related factors. Base salary is one component of our total rewards package which also includes incentive opportunities, benefits, and professional development. Salary ranges are established by location and reflect relevant factors such as skills, experience, and market conditions. The good-faith salary range for this position is $84,455 - $127,000. Actual compensation will be determined based on these factors and may vary accordingly. Diversity, Equity, and Inclusion at Livingston We are proud to be an inclusive employer and welcome applicants of all backgrounds, experiences, and perspectives. We know some candidates, especially women and people of color, may hesitate to apply unless they meet every requirement. If this role excites you, we encourage you to apply. Livingston is an equal opportunity employer committed to fostering an inclusive and accessible workplace. Accommodations are available throughout the recruitment process for applicants with disabilities. If you require an accommodation, please advise when submitting your application. In accordance with Ontario transparency requirements, t his posting is for an existing, currently available position. In accordance with Ontario transparency requirements, this posting is for an existing, currently available position. Job Type: Full Time Location: HomeOffice New York, HomeOffice California, HomeOffice Colorado, HomeOffice Florida, HomeOffice Georgia, HomeOffice Illinois, HomeOffice Indiana, HomeOffice Massachusetts, HomeOffice Michigan, HomeOffice Ohio, HomeOffice Texas, NY Champlain - US019 New York, USA74053New YorkNYNoneEF36BA4BA6FD454B8207B86436C44DB5https://xerox.jobs/EF36BA4BA6FD454B8207B86436C44DB523AlbanyPioneer BankUnited StatesUSA2026-05-01 01:25:32Full Time Professional Albany, NY, US Salary Range: $62,354.00 To $85,000.00 Annually POSITION: Client Account Manager LOCATION: Headquarters REPORTS TO: Vice President – Employee Benefits CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 55 ($62,354 - $85,000 annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: Responsible for successfully servicing and cross-selling group products to existing clients while consistently providing excellent customer service. Works directly with client Human Resource personnel and employees to manage the relationship with insurance carriers to correct claims, billing issues and interpret various plan provisions. Builds interpretive relationships with carriers and stays current with industry trends, such as product and legislative changes. Key Responsibilities: + Establishes relationships with clients and manages a book of business, which consists of fully insured clients but may also include self-insured clients. + Acts as primary intake representative, provides prompt, accurate, courteous service, maintains call logs to aid with managing relationships, and ensuring 24 hour returned call times. + Answers telephone and in-person inquiries from new and existing clients and their employees. + Utilizes market knowledge to fulfill the marketing process, which includes obtaining quotes, preparing and submitting bid specifications and evaluating the results to present final client recommendations. + Manages renewal, conducts on-site enrollment meetings and open enrollment process according to client expectations and carrier requirements. + Gathers application and enrollment materials for case submission and coordinates with carriers throughout the underwriting process. + Delivers the master contract and certificates to clients, explains benefits, claims and administration. + Prepares materials needed for client meetings including but not limited to agendas, reports, employee enrollment materials, ID cards, etc. + Informs and educates clients regarding emerging healthcare issues - ACA, ERISA, State Mandates, HIPPA, COBRA, FMLA, 5500s, Health Care Reform, etc. + Develops client service tools to assist clients in timely issue resolution. + Contacts clients on a quarterly basis to ensure satisfaction while building on existing relationships to identify cross-selling opportunities and enhancing referral probabilities. + Manages client online enrollment platform provided by Pioneer. + Creates and manages database stewardship reports. + Researches and develops vendor service tools to assist HR professionals with employee benefit administration and communication. + Evaluates proposals to assure they meet clients’ needs. + Prepares product spreadsheets, financial impact calculations and financial exposure projections. + Researches and develops new product line information in collaboration with insurance carriers and national vendor partners. + Supervises client mailing list, delivery of newsletters and Pioneer seminar participation. + Participates in training and/or continuing education as requested for professional development. + Performs other duties as may be requested. Education & Experience • High School Degree required. • 3 years’ of Employee Benefits experience required. • State appropriate Life, Accident and Health licenses are required. • Strong oral and communication skills required. • A 2 year college degree in Business or a related field preferred. • Prior Customer Service experience preferred. • Must be able to maintain flexible schedule, including possible evenings. • Must have access to reliable transportation on short notice to travel to other off-site locations and valid driver's license plus ability to maintain this throughout employment. • Experience with Community & Experience Rated Health Plans preferred. • Knowledge of Zywave a plus. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Albany, NY1908New YorkNYNone21F0714CA6254E4D8A8BEFEA17B8D9D2https://xerox.jobs/21F0714CA6254E4D8A8BEFEA17B8D9D223NEW YORKPinterest, Inc.United StatesUSA2026-04-30 07:12:02About Pinterest:Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace theflexibility to do your best work. Creating a career you love? It's Possible.At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we're looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we'll explore your foundational skills and how you collaborate with AI.Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here.As a Client Account Manager II, you will be in charge of driving a sophisticated book of business featuring some of the largest advertisers at Pinterest. You'll work directly with some of our key advertisers as a trusted consultant to their business. Your strategic advice, analytical skills and sales skills are core to bringing to life the value we deliver as a platform.We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Client Account Manager position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams.What you'll do: * Manage and grow client accounts, collaborating with partners to optimize campaigns and identify new opportunities. * Translate partner goals and data into clear, actionable insights for effective media strategies. * Advise clients on Pinterest ad products, targeting, bidding, creative, and measurement best practices. * Participate in client meetings to understand needs, solve challenges, and promote Pinterest solutions. * Clearly explain complex products and processes, serving as a trusted advisor to clients and agencies. * Build strong partner relationships and proactively expand opportunities to drive revenue growth. * Leverages AI tools in day-to-day work, with curiosity around adopting new tools and exploring agent-based workflows to improve efficiency and impact.What we're looking for: * Experience in digital advertising sales, preferably with performance advertisers. * Proven ability to manage mutually beneficial client accounts independently. * Strong knowledge of digital ad technologies across Search, Shopping, Display, and Social. * Effective at managing multiple priorities and achieving goals in a fast-paced environment. * Excellent written and verbal communication; skilled at building lasting partnerships. * Demonstrates curiosity and a willingness to explore AI tools to improve day-to-day productivity, including campaign setup, performance reporting, client communications, and research. Leverages AI to work more efficiently, whether it's streamlining optimizations, preparing for client meetings, or surfacing insights from campaign data, while maintaining attention to detail and a high bar for accuracy. * Familiarity with AI tools and emerging agent capabilities, with a track record of quickly learning, experimenting, and applying new technologies effectively. * Bachelor's degree in Business or a related field, or equivalent experience.In-Office Requirement Statement: * We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continuNew York, NYNY1621411New YorkNYNoneF4A811F6C9E542E5A9C6F62D6DBB380Chttps://xerox.jobs/F4A811F6C9E542E5A9C6F62D6DBB380C23NEW YORKInforma PLCUnited StatesUSA2026-04-30 07:11:54Company DescriptionDo you want to develop your career and make an impact in the fast-growth, fast-moving B2B technology space?At Informa TechTarget, you'll collaborate and grow alongside some of the industry's most respected experts. You'll work with leading brands and be exposed to world-shaping innovations. You'll apply your energy and intellect to helping clients be faster to market and faster to revenue.We're a vibrant community of world-class practitioners - over 2000 colleagues strong - with offices in 19 locations around the world. We're traded on Nasdaq and also part of Informa PLC, a global leader in business-to-business events, digital services, and academic research in the FTSE 100.About Informa TechTarget InformaTechTarget (Nasdaq: TTGT) informs, influences and connects the world's technology buyers and sellers, to accelerate growth from R&D to ROI.With an unparalleled reach of over 220 highly targeted technology-specific websites and more than 50 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into technology markets.Underpinned by those audiences and their data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients. We provide our customers with: * Trusted information that shapes the industry and informs investment * Intelligence and advice that guides and influences strategy * Advertising that grows reputation and establishes thought leadership * Custom content that engages and prompts action * Intent and demand generation that more precisely targets and convertsOur organization is committed to sustainability, diversity, wellbeing, and ethical working practices. Visit informatechtarget.com and follow us on LinkedIn.For more information, visit informatechtarget.com and follow us on LinkedInJob DescriptionThis role is based in our New York office.The Client Services Account Manager serves as the primary point of contact for clients utilizing NetLine's Lead Generation Services. This role is pivotal in ensuring client satisfaction, driving campaign success, and contributing to the profitability of NetLine, a division of Informa Tech.The ideal candidate will excel at fostering strong client relationships, delivering exceptional service, and optimizing campaign performance. This position requires a highly adaptable, detail-oriented professional with a passion for client service, the ability to manage multiple projects simultaneously, and a commitment to integrity.Key Responsibilities * Client Relationship Management:Build, manage, and retain relationships with new and existing clients, ensuring their needs are met and campaigns are executed successfully. * Project Coordination:Provide detailed project management to coordinate and deliver campaign objectives effectively. * Strategic Campaign Oversight:Manage high-profile campaigns, communicate with key stakeholders, and ensure alignment with client goals. * Campaign Reporting and Optimization:Create and maintain campaign analysis reports using internal tools, regularly updating clients on program status and offering optimization recommendations. * Platform Utilization:Leverage NetLine's Portal platform to create campaign offers, monitor results daily, and ensure campaign success. * Proactive Communication:Engage with clients via email and phone to deliver contracted campaigns through strategic planning and execution. * Account Growth and Retention:Cultivate client relationships to support account renewals and retention, providing sales operations support as needed. * Feedback and Optimization:Attend regular campaign meetings with clients, provide updates on results, and develop optimization plans based on client feedback. * Client Understanding:Develop a deep understanding of client objectives, target audiences, and competitive landscapes to ensure campaign success.New York, NYNY1621796New YorkNYNoneA729E2BCDEC448A79E60B717ECD066F0https://xerox.jobs/A729E2BCDEC448A79E60B717ECD066F023ROCHESTERCore Logic Solutions LLCUnited StatesUSA2026-04-30 07:11:35At Cotality, we are driven by a single mission-to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry. Job Description: As a Senior Associate, Client Operations Management (Tax Research), you are the "go-to" expert for solving complex property tax issues. You'll use your research skills and our data tools to make sure property taxes are handled correctly for our top-tier clients. You aren't just following a checklist; you're a problem-solver who ensures everything runs smoothly and accurately. What You Will Be Doing: Deep-Dive Research: You'll investigate tricky property tax cases by gathering info from different departments, outside agencies, and public records to find the right solution. Client Support: You will be the main point of contact for our most important clients, keeping them updated and happy in a fast-paced environment. Problem Solving: When a process gets stuck or an issue is complicated, you'll use your expertise to fix it independently. Quality Control: You'll make sure every task meets our high standards and is finished on time. Improving the Way We Work: You'll spot ways to make our software and workflows better and faster. Are You the Right Fit? A Natural Investigator: You love connecting the dots and finding answers in complex data. Tech-Comfortable: You're good with computers and can quickly learn new, specialized software. Detail-Obsessed: You take pride in being accurate and can understand legal or property documents. Great Communicator: You can explain complicated updates clearly, whether you're speaking or writing. Calm Under Pressure: You can handle a busy to-do list and tight deadlines without breaking a sweat. Job Qualifications: Education: High School Diploma/GED required (Bachelor's degree is a plus). Experience: 3+ years of relevant work experience (or a college degree). Skills: Experience in customer service, strong time management, and a high comfort level with Microsoft Office/data tools. Mindset: You are eager to learn, grow with the company, and help your teammates succeed. #LI-RS1 Annual Pay Range: 38,500 - 47,840 USD Application Window: This opportunity is expected to remain posted through the date identified below, subject to business needs. 2026-04-23 Thrive with Cotality At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life. Highlights, depending on role classification, include: Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off. Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend. Health: Multiple medical plan options with mental health and wellness support offerings. Retirement: 401(k) with company match and vesting after one year. Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250. Extras: Recognition Rewards, Referral bonuses, exclusiRochester, NYNY1621481New YorkNYNone114446B7184F4E9B890A9B9CA69FC8E8https://xerox.jobs/114446B7184F4E9B890A9B9CA69FC8E823NEW YORKInforma PLCUnited StatesUSA2026-04-30 07:11:05Company DescriptionDo you want to develop your career and make an impact in the fast-growth, fast-moving B2B technology space?At Informa TechTarget, you'll collaborate and grow alongside some of the industry's most respected experts. You'll work with leading brands and be exposed to world-shaping innovations. You'll apply your energy and intellect to helping clients be faster to market and faster to revenue.We're a vibrant community of world-class practitioners - over 2000 colleagues strong - with offices in 19 locations around the world. We're traded on Nasdaq and also part of Informa PLC, a global leader in business-to-business events, digital services, and academic research in the FTSE 100.About Informa TechTarget InformaTechTarget (Nasdaq: TTGT) informs, influences and connects the world's technology buyers and sellers, to accelerate growth from R&D to ROI.With an unparalleled reach of over 220 highly targeted technology-specific websites and more than 50 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into technology markets.Underpinned by those audiences and their data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients. We provide our customers with: * Trusted information that shapes the industry and informs investment * Intelligence and advice that guides and influences strategy * Advertising that grows reputation and establishes thought leadership * Custom content that engages and prompts action * Intent and demand generation that more precisely targets and convertsOur organization is committed to sustainability, diversity, wellbeing, and ethical working practices. Visit informatechtarget.com and follow us on LinkedIn.For more information, visit informatechtarget.com and follow us on LinkedInJob DescriptionThis role is based in our New York office.The Client Services Account Manager serves as the primary point of contact for clients utilizing NetLine's Lead Generation Services. This role is pivotal in ensuring client satisfaction, driving campaign success, and contributing to the profitability of NetLine, a division of Informa Tech.The ideal candidate will excel at fostering strong client relationships, delivering exceptional service, and optimizing campaign performance. This position requires a highly adaptable, detail-oriented professional with a passion for client service, the ability to manage multiple projects simultaneously, and a commitment to integrity.Key Responsibilities * Client Relationship Management:Build, manage, and retain relationships with new and existing clients, ensuring their needs are met and campaigns are executed successfully. * Project Coordination:Provide detailed project management to coordinate and deliver campaign objectives effectively. * Strategic Campaign Oversight:Manage high-profile campaigns, communicate with key stakeholders, and ensure alignment with client goals. * Campaign Reporting and Optimization:Create and maintain campaign analysis reports using internal tools, regularly updating clients on program status and offering optimization recommendations. * Platform Utilization:Leverage NetLine's Portal platform to create campaign offers, monitor results daily, and ensure campaign success. * Proactive Communication:Engage with clients via email and phone to deliver contracted campaigns through strategic planning and execution. * Account Growth and Retention:Cultivate client relationships to support account renewals and retention, providing sales operations support as needed. * Feedback and Optimization:Attend regular campaign meetings with clients, provide updates on results, and develop optimization plans based on client feedback. * Client Understanding:Develop a deep understanding of client objectives, target audiences, and competitive landscapes to ensure campaign success.New York, NYNY1621788New YorkNYNone21CBABED78604ABF896E625CF7B08D26https://xerox.jobs/21CBABED78604ABF896E625CF7B08D2623NEW YORKInforma PLCUnited StatesUSA2026-04-30 07:11:04Company DescriptionDo you want to develop your career and make an impact in the fast-growth, fast-moving B2B technology space?At Informa TechTarget, you'll collaborate and grow alongside some of the industry's most respected experts. You'll work with leading brands and be exposed to world-shaping innovations. You'll apply your energy and intellect to helping clients be faster to market and faster to revenue.We're a vibrant community of world-class practitioners - over 2000 colleagues strong - with offices in 19 locations around the world. We're traded on Nasdaq and also part of Informa PLC, a global leader in business-to-business events, digital services, and academic research in the FTSE 100.About Informa TechTarget InformaTechTarget (Nasdaq: TTGT) informs, influences and connects the world's technology buyers and sellers, to accelerate growth from R&D to ROI.With an unparalleled reach of over 220 highly targeted technology-specific websites and more than 50 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into technology markets.Underpinned by those audiences and their data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients. We provide our customers with: * Trusted information that shapes the industry and informs investment * Intelligence and advice that guides and influences strategy * Advertising that grows reputation and establishes thought leadership * Custom content that engages and prompts action * Intent and demand generation that more precisely targets and convertsOur organization is committed to sustainability, diversity, wellbeing, and ethical working practices. Visit informatechtarget.com and follow us on LinkedIn.For more information, visit informatechtarget.com and follow us on LinkedInJob DescriptionThis role is based in our New York office.The Client Services Account Manager serves as the primary point of contact for clients utilizing NetLine's Lead Generation Services. This role is pivotal in ensuring client satisfaction, driving campaign success, and contributing to the profitability of NetLine, a division of Informa Tech.The ideal candidate will excel at fostering strong client relationships, delivering exceptional service, and optimizing campaign performance. This position requires a highly adaptable, detail-oriented professional with a passion for client service, the ability to manage multiple projects simultaneously, and a commitment to integrity.Key Responsibilities * Client Relationship Management:Build, manage, and retain relationships with new and existing clients, ensuring their needs are met and campaigns are executed successfully. * Project Coordination:Provide detailed project management to coordinate and deliver campaign objectives effectively. * Strategic Campaign Oversight:Manage high-profile campaigns, communicate with key stakeholders, and ensure alignment with client goals. * Campaign Reporting and Optimization:Create and maintain campaign analysis reports using internal tools, regularly updating clients on program status and offering optimization recommendations. * Platform Utilization:Leverage NetLine's Portal platform to create campaign offers, monitor results daily, and ensure campaign success. * Proactive Communication:Engage with clients via email and phone to deliver contracted campaigns through strategic planning and execution. * Account Growth and Retention:Cultivate client relationships to support account renewals and retention, providing sales operations support as needed. * Feedback and Optimization:Attend regular campaign meetings with clients, provide updates on results, and develop optimization plans based on client feedback. * Client Understanding:Develop a deep understanding of client objectives, target audiences, and competitive landscapes to ensure campaign success.New York, NYNY1621828New YorkNYNoneCB557436437944F9805A112C6FEC91EBhttps://xerox.jobs/CB557436437944F9805A112C6FEC91EB23AlbanyAmerican Express Global Business TravelUnited StatesUSA2026-04-28 03:27:50Amex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We’re here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued. The Client General Manager (CGM) serves as the primary strategic contact for one dedicated account, focusing on identifying opportunities, driving satisfaction, and delivering innovative travel solutions tailored to entertainment clients. They leverage deep industry knowledge and subject matter expertise to retain and grow the entertainment practice while ensuring client initiatives are fully delivered. Working collaboratively with a high-performance team, the CGM supports clients across news, sports, film production, and television programming—whether for transient or group travel arrangements. This position, based in the US or Canada, is virtual but will be expected to keep East Coast hours. Travel is required 10% to 20% of the time. The position requires a technical knowledge of Travel Management Company operations. Those with no TMC experience will not be considered. **What You'll Do:** + Possessing an in-depth understanding of your client’s strategic objectives, key drivers of success, organizational culture, and business objectives. + Providing guidance to customers in the assessment of goals and strategies to transform and optimize their program. + Identifying unique travel needs that exist for news, sports, film or tv production, and developing innovative solutions to enhance productivity & improve the traveler/arranger experience during service fulfillment. + Provide strategic recommendations (and act upon them) for both the structure of the client's program and the fulfillment of such change at Amex GBT. + Establishing partnerships with key business constituents (Global Business Consulting, Client Services, Service Delivery, Implementations, Group Management and GMN colleagues) + Building a web of influence at key levels within the account and among affiliate studios / networks / theatrical BUs + Completing strategic account plans, focused on identifying ground-breaking business opportunities that enhance and optimize the customer experience, + Leading the improvement of the Amex GBT's value proposition through consultation, technology road mapping and optimizing online servicing solutions. + Leading business planning, quarterly and annual reviews, regional pricing strategies, and ongoing P&L management for the account. + Researching the marketplace and competitor products and services to highlight the value that distinguishes Amex GBT products, and specifically uses MI, benchmarking, and technology as critical value drivers. **What We're Looking For:** + Passion and excitement for the unique needs of entertainment clients + Proven success and demonstrable positive results in a global account/client management, and or Project Management, experience. + Experience/knowledge of Media and Entertainment Travel. + Proven success in upselling products, services and solutions increasing client revenue and profitability. + Demonstrated ability to develop and implement growth strategies, build action plans, and set goals. + Demonstrated ability to develop creative solutions addressing the outstanding needs of entertainment travel + Proven innovative problem-solving abilities and decision-making skills required, in addition to prioritization, and planning skills. + Strong negotiation skills, including the ability to handle objections and achieve mutually beneficial solutions. + Demonstrated ability to proactively build and maintain a comprehensive network, both internally and externally, to successfully navigate through client organizations and demonstrated ability to quickly learn, understand, and articulate key product and value proposition knowledge in a variety of contexts. + Strong financial acumen required to leverage the key drivers of profitability and strong business acumen required to communicate the Amex GBT value proposition. + Previous large market /multinational client/global experience preferred and possess a strong understanding of the Global Business Travel marketplace. + Travel Operations knowledge required and solid understanding of Business Travel Service Delivery technology/tools and processes. + Advanced software skills (MS Office, Excel, PowerPoint, etc.) required. **Location** United States The US national base salary range for this position is from $81,900.00 - $152,100.00 The national range provided includes the base salary that Amex GBT expects to pay for the role. Actual base salary will be based on factors including the scope and complexity of the role and the successful candidate’s relevant experience, skills, knowledge, and work location. In addition to base salary, the anticipated range of which is posted above, this role is eligible for a discretionary annual bonus, which rewards participants based on company and individual performance. For information about our comprehensive US benefits programs and eligibility, please review our Benefits-at-a-Glance document. Benefits at a glance (https://experience100.ehr.com/LinkClick.aspx?fileticket=CjACTXO3wMk%3d&portalid=66) **The #TeamGBT Experience** Work and life: Find your happy medium at Amex GBT. + **Flexible benefits** are tailored to each country and start the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and wellbeing resources to support you and your immediate family. + **Travel perks:** get a choice of deals each week from major travel providers on everything from flights to hotels to cruises and car rentals. + **Develop the skills you want** when the time is right for you, with access to over 20,000 courses on our learning platform, leadership courses, and new job openings available to internal candidates first. + **We strive to champion Inclusion** in every aspect of our business at Amex GBT. You can connect with colleagues through our global INclusion Groups, centered around common identities or initiatives, to discuss challenges, obstacles, achievements, and drive company awareness and action. + And much more! All applicants will receive equal consideration for employment without regard to age, sex, gender (and characteristics related to sex and gender), pregnancy (and related medical conditions), race, color, citizenship, religion, disability, or any other class or characteristic protected by law. Click Here (https://explorer.amexglobalbusinesstravel.com/rs/346-POJ-129/images/Additional%20Disclosures%20in%20Accordance%20with%20the%20LA%20County%20Fair%20Chance%20Ordinance.pdf?version=2) for Additional Disclosures in Accordance with the LA County Fair Chance Ordinance. Furthermore, we are committed to providing reasonable accommodation to qualified individuals with disabilities. Please let your recruiter know if you need an accommodation at any point during the hiring process. For details regarding how we protect your data, please consult the Amex GBT Recruitment Privacy Statement (https://www.amexglobalbusinesstravel.com/gbt-recruitment-privacy-statement/) . **What if I don’t meet every requirement?** If you’re passionate about our mission and believe you’d be a phenomenal addition to our team, don’t worry about “checking every box;" please apply anyway. You may be exactly the person we’re looking for! Click Here to Learn More (https://www.amexglobalbusinesstravel.com/careers/)Albany, NYJ-81771New YorkNYNoneA64BC78ED7E5417B87703FAD243F7983https://xerox.jobs/A64BC78ED7E5417B87703FAD243F798323New YorkRobert HalfUnited StatesUSA2026-04-28 00:16:09Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office. Responsibilities: + Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication + Continually develop and strengthen relationships with clients + Provide timely and accurate responses to operational and administrative client inquiries + Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts + Manage all communication between clients and the firm’s custodians + Prepare for and complete special projects throughout the year + Consistently identify opportunities the company to improve its client service and/or operations capabilities Requirements Requirements: + 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking + Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous + Knowledge of Tamarac CRM system is advantageous + Excellent verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $90-110k base plus bonus. If your profile matches the above criteria, please email me directly and add me on LinkedIn, Trishan Khareghat. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) . New York, NY02944-0013426695New YorkNYNone37F748E0FFF84324864572F7320507EAhttps://xerox.jobs/37F748E0FFF84324864572F7320507EA23White PlainsTIAAUnited StatesUSA2026-04-28 00:12:33**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-06-29 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . + For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . + For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)White Plains, NYR260300707New YorkNYNone92908B2EEE874AB18C18766A6F39718Bhttps://xerox.jobs/92908B2EEE874AB18C18766A6F39718B23New YorkTIAAUnited StatesUSA2026-04-28 00:12:33**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-06-29 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . + For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . + For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)New York, NYR260300707New YorkNYNoneA3EEC7D65C1D41AB9AE9A14BF15F4CAAhttps://xerox.jobs/A3EEC7D65C1D41AB9AE9A14BF15F4CAA23NEW YORKCreative CircleUnited StatesUSA2026-04-26 07:12:34Community Manager Position OverviewThe Community Manager will be responsible for building and managing the online presence engaging with our community across various social media platforms, and fostering relationships with our audience. This role focuses on content creation, brand awareness, and enhancing customer interaction to drive loyalty and engagement. Key Responsibilities * Develop and implement social media strategies to increase brand awareness and engagement. * Create engaging content for various platforms including blogs, social media, and newsletters. * Plan and organize events to enhance community interaction and brand visibility. * Manage customer relationships and ensure a positive experience through effective communication. * Analyze social media metrics and adjust strategies accordingly to improve reach and engagement. * Monitor online conversations and respond to inquiries in a timely manner to build a positive community atmosphere. * Collaborate with marketing and PR teams to align community efforts with overall brand goals.Qualifications * Bachelor's degree in Marketing, Communications, or related field. * 1+ year of community management experience (agency preferred) * Strong event planning skills with a track record of successful community engagement activities. * Experience with Customer Relationship Management (CRM) systems and analytics tools. * Experience managing high-volume organic social communities * Familiarity with tools such as Sprinklr, Dash Social, or similarIn this position, you may have access to client or customer systems, confidential and/or proprietary information or data. This position is onsite and requires you to work closely with other individuals in a collaborative team environment.BenefitsCreative Circle's Freelance Employee benefits package includes eligibility for Minimum Essential Coverage (MEC) medical plan, dental/vision/term life package, discount prescription program, critical illness, accident, tele-behavioral health, and 401(k) plan. Sick leave is provided to Candidates whose assignment work location is in a state or city subject to sick leave laws. A Minimum Value (MV) PPO medical plan, Employee Stock Purchase Plan, and paid holiday eligibility are based on length and dates of service. Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also: Email your resume in Word to: brenna.belardinelli@jobalert.creativecircle.com**Please do NOT change the email subject line in any way. You must keep the JobID: : BB14-1981706 -- in the email subject line for your application to be considered.*** Brenna Belardinelli - Recruitment Strategist, Enterprise For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United States. This job was first posted by Creative Circle on 03/25/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Creative Circle is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law.Our hiring process includes AI screening for keywords and minimum qualificationsNew York, NYNY1619766New YorkNYNone394CD59350A1410283D175ECC371B509https://xerox.jobs/394CD59350A1410283D175ECC371B50923New YorkNeubergerUnited StatesUSA2026-04-25 03:36:00Neuberger’s Technology team is seeking a technically strong, highly organized onboarding lead to coordinate new client implementations from kickoff through go-live. You will partner with client stakeholders and internal technology and business teams to define requirements, align timelines and dependencies, drive issue resolution, and ensure readiness across data, integrations, access, and operational workflows. You’ll own clear communication, documentation, and governance to deliver a controlled, repeatable onboarding experience and successful client outcomes. **_Responsibilities:_** + Own end-to-end technical onboarding execution for new clients, coordinating activities from kickoff through go-live and handoff to BAU support. + Drive cross-team planning across Engineering, Data, Infrastructure/Cloud, Network, Information Security, and Support to align scope, milestones, dependencies, and resourcing. + Develop effective communication plans including management reporting, tracking, and senior management presentations + Lead technical discovery with the client and internal partners to capture requirements (data feeds, file formats, APIs, SSO, entitlements, environments), document decisions, and confirm acceptance criteria. + Coordinate data and integration delivery: manage interface specifications, data mapping, secure transfer setup, connectivity validation, and end-to-end workflow readiness across upstream/downstream systems. + Ensure operational and security readiness by coordinating environment provisioning, access/entitlements, SSO setup, security reviews, and required approvals with InfoSec and control functions. + Plan and run testing and cutover: define test approach, coordinate SIT/UAT, track defects to closure, execute go-live checklists, and lead hypercare through stabilization. + Run onboarding governance: maintain RAID logs, facilitate regular tech working sessions and stakeholder readouts, escalate blockers, and publish clear status updates, documentation, and runbooks for handoff. **_Requirements:_** + 5+ years of experience in product management, business analysis, and solution design, particularly in financial services. + Familiarity with portfolio management workflows (e.g., idea generation, research management, PM workflows, portfolio construction, performance/attribution, risk, compliance) and how data flows across them. + Hands-on with SQL; proficiency with Python for analysis/prototyping and Tableau (or similar BI) for visualization. + Exposure to generative AI/agentic frameworks and their practical application in research and investment workflows is a plus (prompt engineering, RAG, orchestration, evaluation). + Experience with modern SDLC and DevOps (agile practices, CI/CD, testing strategies, observability). + Strong business analysis and project management skills across Agile and Waterfall frameworks; experience with Kanban, Scrum, or similar methodologies a plus + Excellent verbal and written communication skills; able to influence and present effectively to senior management and diverse stakeholders + Well organized, detail-oriented, with a high commitment to execution quality and individual accountability + Proficient in Microsoft Office (Word, Excel, PowerPoint, MS Project); experience with Monday, Confluence, JIRA, Visio, Miro, Aladdin and similar tools a plus + A broad knowledge of traditional and alternative asset classes and investment vehicles (mutual funds, ETFs, UCITS, CLOs, private funds, institutional/multi-asset mandates) is a plus + Bachelor’s degree in a technical or quantitative field (CS, Engineering, Finance, or related) or equivalent experience. **_Location/ In Office Requirement:_** This position will be based in our New York office. This is a Hybrid work schedule, with a mandatory requirement of a minimum 2 days in office, which is subject to change at Neuberger's discretion. \#LI-DD2 \#LI-Hybrid Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship. Compensation Details The salary range for this role is $130,000-$150,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.** _Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the_ Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) _._ Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 790-plus investment professionals and more than 2,900 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: http://www.nb.com/linkedinNew York, NYR0012090New YorkNYNone274A3E71E89F4F478BC70C08D336351Bhttps://xerox.jobs/274A3E71E89F4F478BC70C08D336351B23New YorkRobert HalfUnited StatesUSA2026-04-24 00:05:15**JOB REQUISITION** Client Solutions Director (Management Resources) **LOCATION** NY MIDTOWN NEW YORK **JOB DESCRIPTION** **Robert Half** is looking for professionals to join our business development team. As a **Client Solutions Director** in the **Management Resources** practice, you will focus on cultivating project and business consulting opportunities within finance and accounting, human resources and operations, and business systems and transformation. If you are a self-confident, motivated person with a strong work ethic and excellent communication skills, and enjoy a fast-paced environment, contact us today! **SUMMARY** As a **Client Solutions Director,** you will be responsible for: + Introducing our services via video, telephone, and in-person meetings with new and existing clients. + Developing enterprise-wide relationships with key stakeholders to present Robert Half’s suite of offerings for complex client initiatives requiring senior-level professionals. + Researching trends in hiring, the labor market and the competitor landscape. + Delivering and analyzing marketplace insights and industry trends to clients to become a trusted business advisor. **Salary:** The typical salary range for this position is $66,300.00 to $94,000.00. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives. **QUALIFICATIONS** + undefined + A business-related degree, ideally in finance or accounting. CPA and/or MBA a plus. + 5+ years of professional experience. Public/industry accounting/finance or professional services experience a plus. + Excellent negotiation, conflict management, problem solving and decision-making skills. + Strong relationship development and persuasive skills-at all levels of the organization. + Proficient in Microsoft office; knowledge of Salesforce or other CRM system a plus. + undefined **WHY ROBERT HALF** **World leader.** Robert Half is the world’s first and largest specialized talent solutions and business consulting firm. We connect people to exciting work and provide clients with the talent and deep subject matter expertise they need to confidently compete and grow. **Unlimited potential** . We offer exceptional earning potential and a competitive benefits package, including a base salary and monthly performance-based bonuses, paid time off, group health, life and disability insurance, and retirement savings plans. **Best-in-class delivery models.** Be part of an innovative solution to solve clients’ most complex business challenges through our Managed Business Solutions, blending Protiviti’s expertise and Robert Half’s deep pool of specialized talent. **Career development.** With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond. **Cutting edge tools for success.** We provide world-class training, client relationship management tools and advanced AI matching technology to help you succeed. **Recognized organization** . We are the only staffing firm included on Fortune's “Most Admired Companies” list for 25 consecutive years. **Top Reasons to Work for Robert Half:** + **EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER –** For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match. + **PERFORMANCE = REWARD –** We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com . + **UPWARD MOBILITY –** With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond. + **TOOLS FOR SUCCESS –** We provide world-class training, client relationship management tools and advanced technology to help you succeed. + **RESPECTED WORLDWIDE –** Robert Half has appeared on FORTUNE magazine’s list of “Most Admired Companies” since 1998, as well as numerous “Best Places to Work” lists around the world. + **OUTSTANDING CORPORATE RESPONSIBILITY –** We believe in an “Ethics First” philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half’s Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility . Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance. In your email please include the following: + The specific accommodation requested to complete the employment application. + The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. **JOB LOCATION** NY MIDTOWN NEW YORKNew York, NYJR-260160New YorkNYNone29E74B0326414E1EAA72A3BFF24D364Dhttps://xerox.jobs/29E74B0326414E1EAA72A3BFF24D364D23BrewsterWorld Insurance Associates, LLC.United StatesUSA2026-04-18 23:20:52 Company Overview  World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.   Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.    Position Summary   The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.    Primary Responsibilities  + Evaluates exposures, obtains quotes, review, negotiate and finalize quotes   + Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.   + Determines Markets within Core Carrier Strategy   + Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.   + Creates complete carrier submission and submits   + Obtains signed binding and notifies carriers   + Reviews binding documents for accuracy   + Contract Reviews   + Set up and maintain accurate account details, contacts, and policy information in EPIC   + Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance   + Attach, organize, and name documents in EPIC   + Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.   + Create activities in EPIC and assign to applicable team member   + Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.     Work Experience   + 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages     Professional Licenses/Certifications  + Must hold state Property & Casualty insurance license     Essential Skills/Competencies  + Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.  + Able to understand new technology platforms quickly.   + Proficient in agency management systems (EPIC) and carrier sites.  + Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.   + Maintains effective relationships with clients, co-workers, and colleagues.  Viewed as a team player and is cooperative and collaborative  + Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.    + Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.   + Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.  + Able to solve difficult problems that are not routine, but not overly complex.    + Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.   + Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.     Education   + High School Diploma or equivalent experience.     Physical Demands & Working Conditions   Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.    Equal Employment Opportunity    At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.    To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.  #LI-CF1 Powered by JazzHR Brewster, NY10746725New YorkNYNone87CF12BD7BD842779B4424D6BA370252https://xerox.jobs/87CF12BD7BD842779B4424D6BA37025223Garden CityBank of AmericaUnited StatesUSA2026-04-18 06:18:07Registered Wealth Management Client Associate Garden City, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-City/Registered-Wealth-Management-Client-Associate\_26013951) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-City/Registered-Wealth-Management-Client-Associate\_26013951) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-City/Registered-Wealth-Management-Client-Associate\_26013951) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-City/Registered-Wealth-Management-Client-Associate\_26013951) **Job Description:** _Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance._ _Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America._ _Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective._ **Position Overview:** The **Registered Wealth Management Client Associate** role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) + Possesses advanced industry knowledge and an understanding of investment products + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.Garden City, NYJR-26013951New YorkNYNone9F70B9403082475D866012D198C4CF37https://xerox.jobs/9F70B9403082475D866012D198C4CF3723New YorkJPMorgan ChaseUnited StatesUSA2026-04-18 03:41:39At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families. You have a passion for uplifting the community where the community branch is located. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Have a passion for uplifting the community through engagement, involvement, and cultivating relationships by hosting and participating in Community Events, with your Community Manager. Be involved in local community volunteer leadership groups (VLGs) and Market Leadership Team (MLT) sponsored events (Ex. Back to School Events, Managing Debt Workshops, pop up shop openings, business openings, community events and educational involvement) + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management by demonstrating a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + Demonstrated ability to provide holistic view of clients' needs and financial coaching beyond investments and to share financial health education with community. + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New York, NY $62,400.00 - $100,000.00 / yearNew York, NY210737401New YorkNYNone89C227F980A04F2D9830094387C34159https://xerox.jobs/89C227F980A04F2D9830094387C3415923BuffaloHighmark HealthUnited StatesUSA2026-04-18 03:11:48**Company :** Highmark Inc. **Job Description :** **JOB SUMMARY** This job implements and administers strategic activities related to client retention, growth, and profitability of existing accounts within the assigned market. May also have responsibility for the acquisition and profitability of new accounts. The incumbent motivates and develops sales personnel to achieve and/or exceed new sales goals or opportunities and directing the activities of new sales to ensure corporate objectives are met as they relate to the market. Responsible for market management (i.e., awareness and management of external distribution channel relationships, competition, media and development of overall market/region strategies). Develops and monitors targets to ensure sales staff meet goals and standards. **This is a hybrid based role in Buffalo, NY or Parkersburg, WV. The territory for this role is West Virginia and New York. This role is looking for someone who has small group health insurance experience and leadership experience.** **ESSENTIAL RESPONSIBILITIES** + Understand and utilize economic, financial, market and industry segment data to accurately diagnose business strengths and weaknesses, identify key issues and implications for potential strategies and plans. + Utilize appropriate financial strategies and systems to achieve financial goals while managing risk to the organization. + Forecast and achieve annual retention goals and objectives to ensure growth and profitability goals are met or exceeded. + Analyze risk and initiate actions that balance risk and profitability to achieve team profitability and client satisfaction. + Continuously monitor and maintain knowledge of the market and competition. + Develop new potential markets and grow existing business for the Organization. + Influence and build effective relationships with business partners (i.e. customers, peers, and Producers). + Develop and maintain effective relationships with clients, consultants and brokers. + Partner with Distribution Administration to develop and/or strengthen the Organization’s relationships with key distribution channels and partners. + Provide input to and execute on the Organization’s distribution strategy. + Manage profitability; effective risk and underwriting actions; guide sales of products and services that result in solutions that create value for the client and sustainable profit for the Organization. + Implement and administer strategic activities related to retaining and growing sales within assigned market, including setting goals for enrollment, profitability, and cross-selling. + Serve as a coach for the staff. + Provide the leadership necessary to motivate and develop the sales personnel to achieve and/or exceed sales / retention goals and profitability within assigned market. + Continuously raising expectations to achieve goals while upholding organizational values and standards and tracking progress towards goals. + Other duties as assigned or requested. **QUALIFICATIONS** : **Required** + Bachelor’s Degree; or 4 years equivalent work experience may be considered in lieu of Degree + 5 years of sales experience in health- or insurance-related field + State-specific Producer License Life, Accident & Health are required or must be obtained within 45 days of hire **Substitutions** None **Preferred** Master’s Degree Leadership & Management experience Health Insurance experience in applicable market segment **Skills** + Demonstrated financial acumen. + Leadership + Coaching + Talent Management + Strategic Thinking + Business Acumen + Communication + Creativity & Innovation + Drive for Results + Evaluates Critically + Influence + Planning & Organization + Problem Solving SCOPE OF RESPONSIBILITY Does this role supervise/manage other employees? Yes, number of direct reports: 2+, varies by market WORK ENVIRONMENTIs Travel Required? Yes Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. Compliance Requirement: This position adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies. As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements. **Pay Range Minimum:** $88,000.00 **Pay Range Maximum:** $132,000.00 _Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._ Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law. We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below. For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org California Consumer Privacy Act Employees, Contractors, and Applicants Notice Req ID: J279832Buffalo, NYJ279832New YorkNYNoneE84BDBBEF0154796AA72FBE8EA7FC49Fhttps://xerox.jobs/E84BDBBEF0154796AA72FBE8EA7FC49F23New YorkAllied UniversalUnited StatesUSA2026-04-18 00:26:58**Allied Universal® is hiring a Security Account Manager for a Global Financial Client located in Midtown, Manhattan.** As an Account Manager, you are the driving force behind daily security operations, ensuring the safety and well-being of the people and places you protect. You will lead from the front—guiding, developing, and motivating your team of security officers and supervisors to deliver exceptional service. This is your opportunity to lead with purpose, make a real impact, and create a safer environment for those who count on you. **Why Join Allied Universal?** + **Career Growth:** Opportunities to advance within a global leader in security services + **Impactful Work:** Play a vital role in protecting people, property, and businesses + **Supportive Team:** Work with caring professionals dedicated to safety and excellence **RESPONSIBILITIES:** + **Manage scheduling:** Leverage AI-powered technology to effectively schedule security officers, meeting client contract hours while minimizing unbilled overtime + **Lead and Develop Security Teams:** Hire, coach and manage security officers and supervisors while overseeing payroll, performance, and employee relations + **Enhance Client Relationships:** Serve as the primary point of contact for clients, ensuring high-quality service that protects people and property + **Handle Security Incidents and Emergencies:** Respond to escalated issues professionally, coordinating with clients and internal teams + **Direct Compliance and Security Operational Excellence:** Oversee training, safety, and site operational standards as well as managing inventory (uniforms, equipment, and other essential supplies) **QUALIFICATIONS (MUST HAVE):** + High school diploma or equivalent + Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment + Valid driver’s license if driving a company vehicle, or personal vehicle while conducting business + Minimum of two (2) years of experience in business operations, security management, or supervising teams in a fast-paced environment + Experience in leading, developing, and retaining a dynamic team while building positive client relationships + Knowledge of emergency preparedness, physical security protocols, risk assessments, and law enforcement coordination + Proven ability to evaluate situations, make sound independent decisions, and resolve conflicts in an efficient manner + Proficiency in web-based applications and computer systems, including Microsoft Office + Ability to communicate effectively with clients and employees while managing multiple projects and driving operational excellence + Financial acumen; able to manage staffing levels while minimizing non-billed overtime and managing turnover costs; planning and organizing skills to control costs related to inventory (uniforms, equipment, etc.) **PREFERRED QUALIFICATIONS (NICE TO HAVE):** + College degree in Business Administration or a law enforcement-related field + Law enforcement, military, and/or contract or proprietary security services, or facility management experience + American Society of Industrial Security (ASIS), International Certified Protection Professional (CPP) certification + Previous payroll, billing, or scheduling experience + Aptitude with security systems: CCTV, access control, and badge administration + Graduate of certified public safety academy (e.g., Law Enforcement, Firefighter/Paramedic, Corrections Officer) **BENEFITS:** + Medical, dental, vision, basic life, AD&D, and disability insurance + Enrollment in our company’s 401(k)plan, subject to eligibility requirements + Eight paid holidays annually, five sick days, and four personal days + Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Salary: $122,929 / year **Job ID:** 2026-1574782 **Location:** United States-New York-New York **Job Category:** Account Manager, ManagementNew York, NY2026-1574782New YorkNYNoneFF98D0A3D93341ABB4B1F31D5C73EE13https://xerox.jobs/FF98D0A3D93341ABB4B1F31D5C73EE1323NEW YORKSkadden, Arps, Slate, Meagher, & Flom LLPUnited StatesUSA2026-04-17 07:11:52We invite you to review our current business services professionals openings to learn about the opportunities available across the firm. About UsSkadden, Arps, Slate, Meagher & Flom LLP has forged a reputation as one of the most prestigious law firms in the world. Relying on innovation, intellect, teamwork and tenacity, our lawyers deliver the highest quality advice and novel solutions to our clients' legal issues. We are known for handling the most complex transactions, litigation/controversy issues, and regulatory matters, as well as for the strong partnerships we build with clients and each other. Our attorneys, who reflect a broad range of experiences and perspectives, work together seamlessly across 50-plus practices and 21 offices in the world's major financial centers.The OpportunityWe are seeking a Client Accounting Senior Global Billing Manager. This position will be based in our NYC office (hybrid). This position manages and oversees daily activity with regards to the billing and collections aspect of the Client Accounting Department, manages the billing and collections supervisory staff, and develops and facilitates effective and consistent workflow processes. * Ensures optimal day-to-day operations of department functions. * Develops and maintains local and global departmental workflow processes, goals and supporting objectives for assigned staff. * Provides problem solving guidance and resolution on a global basis. * Develops and maintains an in-depth knowledge and understanding of Firm processes and related applications as they relate to Client Accounting. * Advises assigned staff regarding the timely escalation of critical and/or sensitive billing matters. * Analyzes reports to determine trends and facilitate effective billing and collections strategies. * Meets with partners as needed to discuss goals/objectives, issues, etc. * Communicates with clients (both verbally and in writing) on behalf of partners, as needed. * Provides input for designing complex and/or customized reports and charts to accompany client bills. * Participates in development of test plans and implements system changes effecting Client Accounting, including but not limited to quality assurance, project management of testing environment, and final approval of system rollout. * Participates in large department projects. * Ensures current knowledge of firm policies and practices for staff, current knowledge of industry trends, and continued professional development for staff. * Develops and communicates departmental guidelines and procedures. * Provides ongoing coaching and guidance to assigned staff and collaborates with same to implement continuous quality improvements and/or enhancements to department operating efficiency. * Identifies training needs within the department and assists in developing training courses. * Coordinates and oversees department projects, day-to-day operations, and long-range plans. * Participates in the interviewing, selection, and training process. * Oversees employees' work performance and provides guidance in the resolution of problems. * Initiates disciplinary procedures in collaboration with the Human Resources Department. * Effectively utilizes the Firm's performance management process to communicate performance expectations, monitor performance, coach employees, and manage unsatisfactory performance. * Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others. * Recommends and implements changes and improvements in methods and procedures to higher level management. * Monitors time, attendance, overtime, and expense reports to ensure accuracy and compliance with Firm policies. * Recommends guidelines and practices to promote efficiency, effectiveness, excellent customer service, and improved employee relations, in alignment with the Firm's Core Values. * Ensures accNew York, NYNY1616241New YorkNYNone30CE168DDD984E04B07AEC44CA831BB2https://xerox.jobs/30CE168DDD984E04B07AEC44CA831BB223New YorkEYUnited StatesUSA2026-04-15 23:55:39Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Tax – Business Tax Services Private Tax EDGE – Financial Services Organization – Senior Manager** **The opportunity** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. **Your key responsibilities** A Senior Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. Specific responsibilities include: + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** **To qualify for the role, you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney + Minimum of 8 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies **Ideally, you will have** + Excellent teaming, leadership, organizational, and verbal/written communication skills **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .New York, NY1694371New YorkNYNone65D993E2B8BD4C63BF5143B6A5FA9E0Bhttps://xerox.jobs/65D993E2B8BD4C63BF5143B6A5FA9E0B23New YorkEYUnited StatesUSA2026-04-15 23:55:36Location: New York, Boston, Hoboken At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Will you shape the future or will the future shape you?** **The opportunity** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Private Tax is a growing practice within the organization, and you’ll see that growth reflected in your career. You’ll be part of a growing global team and collaborate closely with colleagues across the organization. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. As a Senior Manager in Private Tax, you will provide personal and private tax advice and compliance requirements to business owners, business-owning families, and owners of private wealth on matters involving family, their business entities, and private wealth management. You will also provide tax advice on High Net Worth Individuals’ personal business matters, including family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. Key responsibilities include: + Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. + Supporting clients in wealth transfer, succession planning, and governance strategies. + Navigating the unique challenges of multijurisdictional families and cross-border tax matters. **Your key responsibilities** You will be reviewing complex individual tax returns and providing income tax planning and advisory services to high net worth individuals and families, allowing you to develop into a trusted advisor to clients. You will work with specialists in other areas, including International Tax, State and Local Tax, and Asset Management, to deliver comprehensive solutions to clients. The core purpose of this role is the effective management and delivery of complex processes, solutions, and/or projects, maintaining focus on quality and risk management while navigating operational and organizational dynamics. You may be accountable for the budget, delivery, and performance of complex processes, solutions, and/or projects to achieve performance objectives. You may be responsible for building and managing client relationships, revenue generation, and/or managing commercial relationships. The role provides leadership and direction up to and including Managers across multiple activities, leading teams with broad visibility to achieve performance objectives. You will provide deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation, and meet performance objectives and metrics set locally through individual and/or team performance (client service, quality and risk management, sales and business growth, solution development and teaming, etc.). Regular travel is required as needed by external clients, and you will manage client relationships and lead client engagements (planning, execution, closure) on a daily basis. **Analytical/Decision Making Responsibilities:** + Performing high-quality review of complex tax returns + Demonstrating extensive knowledge and experience handling hedge fund and private equity K-1s + Researching tax issues to develop effective tax planning strategies and translating complex data from a range of sources into client-ready insights and deliverables + Maintaining and enhancing your technical expertise by staying current with tax developments and best practices + Exercises judgment in selecting methods, techniques, and evaluation criteria for obtaining results. + Develops solutions to complex problems. + Recommends changes to policies and establishes procedures that affect immediate work area and possibly the business function within own area/department. **Skills and attributes for success** Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart. + Demonstrated ability to manage and deliver complex processes, solutions, and projects while maintaining a focus on quality and risk management. + Experience in building and managing client relationships, revenue generation, and commercial relationship management. + Proven leadership and direction for teams across multiple activities to achieve performance objectives. + Deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation. + Track record of meeting performance objectives and metrics through individual and/or team performance in client service, quality and risk management, sales and business growth, solution development, and teaming. **To qualify for the role, you must have** + Bachelor’s degree required (4-year degree) in accounting, supported by significant tax or financial planning experience; master's degree preferred + CPA license or a Licensed Attorney is required + Minimum of 8 years of work experience in professional services or professional tax organization + A thorough understanding of estate and wealth planning + Experience with federal and state personal and trust income tax + Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds + A thorough understanding of automated tax processing systems and laws within your area of technical professionalism **Ideally, you’ll also have** + A proven record in high net-worth tax planning + A proven record in a professional services environment + Strong analytical skills and attention to detail + Experience leading engagement delivery and managing engagement economics. + Ability to develop resource plans and budgets for large-scale projects. + Experience collaborating with senior management and providing input on performance evaluations and hiring. + Familiarity with global regulatory compliance and advanced tax technology solutions. **What we look for** We seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is adaptable, commercially minded, and committed to continuous learning and innovation. Are you ready to shape your future with confidence? Apply today. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $132,100 to $301,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $158,500 to $342,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .New York, NY1694377New YorkNYNone90D59C1550234045A2724CB06D5E47D6https://xerox.jobs/90D59C1550234045A2724CB06D5E47D623MelvilleBank of AmericaUnited StatesUSA2026-04-15 05:05:03Wealth Management Client Associate Melville, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/Wealth-Management-Client-Associate\_26013476-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/Wealth-Management-Client-Associate\_26013476-1) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/Wealth-Management-Client-Associate\_26013476-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Melville/Wealth-Management-Client-Associate\_26013476-1) **Job Description:** _Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance._ _Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America._ _Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective._ **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.Melville, NYJR-26013476New YorkNYNone5582E1178D924B9CBE978299DA2B12B1https://xerox.jobs/5582E1178D924B9CBE978299DA2B12B123New YorkU.S. BankUnited StatesUSA2026-04-14 05:50:32At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Non-Profit Healthcare Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs. Basic Qualifications - Bachelor's degree, or equivalent work experience - Eight or more years of relevant experience Preferred Skills/Experience - Extensive knowledge of commercial/corporate lending and credit standards, policies, procedures and products - Strong relationship management and business development skills - Strong analytical and problem-solving skills - Excellent presentation, verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $148,495.00 - $174,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0008910New YorkNYNone76C12F7C10984BD6A7400F6A485C10E5https://xerox.jobs/76C12F7C10984BD6A7400F6A485C10E523New YorkU.S. BankUnited StatesUSA2026-04-14 05:50:28At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** Partners with assigned Relationship Manager(s) to successfully manage ICG Healthcare credit account relationships. These accounts are across the for-profit Healthcare industry, including physician practices, for-profit hospitals, medical device, pharmaceutical, life sciences, healthcare technology, health insurance, and other healthcare related companies. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs. Basic Qualifications - Master's degree, or equivalent work experience - 10 or more years of commercial banking experience Preferred Skills/Experience - Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures - Strong relationship management and business development abilities, with thorough knowledge of credit products - Strong analytical and problem-solving skills - Ability to work effectively with individuals and groups across the company to manage customer relationships - Well-developed written communication and verbal presentation skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $148,495.00 - $174,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0009148New YorkNYNone17BD7E269341499A86A714D98A0F2BFDhttps://xerox.jobs/17BD7E269341499A86A714D98A0F2BFD23RochesterPaylocityUnited StatesUSA2026-04-13 21:54:21 Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! This is a 100% in-office role based at our Pittsford, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview The Senior Manager Client Services Ops - Enterprise oversees Manager-led teams of Account Managers, providing development & support, as well as Client Project Managers (CPM’s), who drive and execute strategic support for our clients. The Senior Manager plays a critical role in leading and directing teams to ensure exceptional customer service delivery and retention of our clients. The role will work collaboratively with leaders within the department and across the organization to drive consistent, quality service delivery, as well as strategic initiatives centered around client satisfaction and retention, process improvement and operational excellence. This role is not only dedicated to our commitment to servicing our clients but also developing our leaders within the service organization. Primary Responsibilities The below represents the primary duties of the position, others may be assigned as needed. 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. + Managing, the execution of strategic initiatives to achieve expected goals and meet committed service level agreements. + Building a culture of engagement and accountability. Responsible for personnel staffing, morale, measurement, decreasing turnover and employee development. + Responsible for development and accountability of Key Performance Indicators and reporting the KPIs to senior management. + Responsible for evaluating processes involving internal and external partners and collaborating with those partners to improve them. + Ensuring effective communication between Account Managers and all internal and external partners both verbally and in writing. Provide necessary coaching when necessary. + Leading the team to achieve customer service and financial targets while being accountable to the approved fiscal budget. + Key examples include customer retention, employee retention, and customer satisfaction. Education and Experience + Bachelor’s degree required + 5+ years in an operational management role in a high-volume environment. + Proven success of management concepts and practices including supervising and motivating employees, performance management and employee development/training. + Experience developing, implementing and managing control/auditing processes via a recognized process improvement methodology, (such as Lean Six Sigma), is required. + Experience managing employees working on both task oriented and project driven tasks a strong plus. + Experience managing tasks in a matrix project management environment is a strong plus. + Experience developing and driving adoption of cross departmental processes preferred. + Experience collecting data and driving development priorities using a data focused approach is a plus. + Experience working with payroll and/or HR data a huge plus! + Extensive experience with a multi-customer product required. + Demonstrated use of a Process Improvement methodology is required. + Strong communication skills with external parties required. Physical requirements + Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. + Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The base pay range for this position is $98,000 – $140,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. (https://px.sequoia.com/prospect/gacc-caf23ca0-0fdc-11f0-8761-139060d2fe23) This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers. Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants (https://www.paylocity.com/company/protecting-our-clients/privacy-center/notice-of-privacy-practices-for-job-applicants/) and applicable data protection laws. Rochester, NYNew YorkNYNoneAE54BCE2C3864299805D8F37C76AA9ABhttps://xerox.jobs/AE54BCE2C3864299805D8F37C76AA9AB23White PlainsJPMorgan ChaseUnited StatesUSA2026-04-11 04:12:27At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** White Plains, NY $66,360.00 - $66,360.00\nRye Brook, NY $66,360.00 - $66,360.00\nMamaroneck, NY $66,360.00 - $66,360.00\nRye, NY $66,360.00 - $66,360.00White Plains, NY210734055New YorkNYNoneA3ECB34FC7BB422A941BF99B489152C0https://xerox.jobs/A3ECB34FC7BB422A941BF99B489152C023NY ROCHESTERRobert HalfUnited StatesUSA2026-04-11 00:07:50**JOB REQUISITION** Client Solutions Director (Management Resources) **LOCATION** NY ROCHESTER **JOB DESCRIPTION** **Robert Half** is looking for professionals to join our business development team. As a **Client Solutions Director** in the **Management Resources** practice, you will focus on cultivating project and business consulting opportunities within finance and accounting, human resources and operations, and business systems and transformation. If you are a self-confident, motivated person with a strong work ethic and excellent communication skills, and enjoy a fast-paced environment, contact us today! **SUMMARY** As a **Client Solutions Director,** you will be responsible for: + Introducing our services via video, telephone, and in-person meetings with new and existing clients. + Developing enterprise-wide relationships with key stakeholders to present Robert Half’s suite of offerings for complex client initiatives requiring senior-level professionals. + Researching trends in hiring, the labor market and the competitor landscape. + Delivering and analyzing marketplace insights and industry trends to clients to become a trusted business advisor. **QUALIFICATIONS** + A business-related degree, ideally in finance or accounting. CPA and/or MBA a plus. + 5+ years of professional experience. Public/industry accounting/finance or professional services experience a plus. + Excellent negotiation, conflict management, problem solving and decision-making skills. + Strong relationship development and persuasive skills-at all levels of the organization. + Proficient in Microsoft office; knowledge of Salesforce or other CRM system a plus. The typical salary range for this position is $80,000 to $100,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives. **Top Reasons to Work for Robert Half:** + **EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER –** For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match. + **PERFORMANCE = REWARD –** We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com . + **UPWARD MOBILITY –** With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond. + **TOOLS FOR SUCCESS –** We provide world-class training, client relationship management tools and advanced technology to help you succeed. + **RESPECTED WORLDWIDE –** Robert Half has appeared on FORTUNE magazine’s list of “Most Admired Companies” since 1998, as well as numerous “Best Places to Work” lists around the world. + **OUTSTANDING CORPORATE RESPONSIBILITY –** We believe in an “Ethics First” philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half’s Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility . Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance. In your email please include the following: + The specific accommodation requested to complete the employment application. + The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. **JOB LOCATION** NY ROCHESTERNy Rochester, NYJR-260069New YorkNYNoneD525B8B087FA4C7C88CA56BC198EA13Ahttps://xerox.jobs/D525B8B087FA4C7C88CA56BC198EA13A23New YorkJPMorgan ChaseUnited StatesUSA2026-04-10 05:11:58This is a high-impact opportunity to join our Global Payments Corporate Sales team where you'll build strategic client partnerships and deliver measurable outcomes-retaining and expanding business while operating in a fast-paced, global enviro nment. As a Payments Client Manager (PCM) within Global Payments Corporate Bank Sales, you will own and grow a portfolio of Media & Communications client relationships-serving as a trusted advisor and day-to-day partner to treasury and finance stakeholders. You'll help clients achieve measurable outcomes by retaining and expanding existing business , identifying opportunities to optimize payment flows, and delivering a consistently high-quality client experience. In this role, you act as the client's advocate across the firm, bringing the right partners together to solve problems quickly and drive progress. You'll proactively manage relationship health, anticipate client needs, and translate those needs into internal action-navigating a complex organization with clarity, urgency, and accountability. Your success will be reflected in strong client satisfaction, deeper product adoption, and sustained revenue growth. Job responsibilities + Serve as a trusted advisor to clients by understanding industry nuances, client operating models and objectives, providing strategic recommendations. + Collaborate across the Global Corporate Bank to meet client requirements including Payment Sales Managers, Product, Service, Onboarding, Credit, international teams, credit partners, and Corporate Bankers. + Prepare and deliver regular-occurring business reviews; monitor and maintain client health indicators, proactively addressing issues. + Drive product and solutions activation to enhance client value. + Prepare deal documentation, ensure functional alignment, and secure necessary approvals to propel deal execution for timely realization of business outcomes. + Oversee credit facilities by supporting setup, ongoing maintenance, monitoring, and periodic reviews-ensuring appropriate controls, compliance, and responsiveness to client needs. + Build and maintain account plans that define the client strategy, priorities, stakeholder map, engagement plan, and next-best actions-aligning coverage and product partners around shared goals. + Maintain disciplined reporting and forecasting using pipeline and call reporting tools to track engagement, opportunities, and financial performance. Required qualifications, capabilities, and skills + 5+ years of experience in client management, sales, or a related role + Strong understanding of payments products and payments industry dynamics + Excellent communication and interpersonal skills + Ability to build and maintain strong client relationships + Analytical mindset with the ability to identify growth opportunities and optimize processes + Proficiency in CRM software and Microsoft Office Suite JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $130,000.00 - $195,000.00 / yearNew York, NY210734258New YorkNYNoneD56E304AD32144CCAE80A2CB6E4B7ACBhttps://xerox.jobs/D56E304AD32144CCAE80A2CB6E4B7ACB23AlbanyBank of AmericaUnited StatesUSA2026-04-10 04:22:51Wealth Management Client Associate Albany, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/Wealth-Management-Client-Associate\_26013100) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/Wealth-Management-Client-Associate\_26013100) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/Wealth-Management-Client-Associate\_26013100) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/Wealth-Management-Client-Associate\_26013100) **Job Description:** _Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance._ _Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America._ _Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective._ **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.Albany, NYJR-26013100New YorkNYNoneEC379EEEACD444BAB2A7F964FF805798https://xerox.jobs/EC379EEEACD444BAB2A7F964FF80579823WoodburyWorld Insurance Associates, LLC.United StatesUSA2026-04-10 00:38:15 Company Overview  World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.   Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.    Position Summary   The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.    Primary Responsibilities  + Evaluates exposures, obtains quotes, review, negotiate and finalize quotes   + Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.   + Determines Markets within Core Carrier Strategy   + Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.   + Creates complete carrier submission and submits   + Obtains signed binding and notifies carriers   + Reviews binding documents for accuracy   + Contract Reviews   + Set up and maintain accurate account details, contacts, and policy information in EPIC   + Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance   + Attach, organize, and name documents in EPIC   + Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.   + Create activities in EPIC and assign to applicable team member   + Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.     Work Experience   + 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages     Professional Licenses/Certifications  + Must hold state Property & Casualty insurance license     Essential Skills/Competencies  + Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.  + Able to understand new technology platforms quickly.   + Proficient in agency management systems (EPIC) and carrier sites.  + Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.   + Maintains effective relationships with clients, co-workers, and colleagues.  Viewed as a team player and is cooperative and collaborative  + Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.    + Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.   + Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.  + Able to solve difficult problems that are not routine, but not overly complex.    + Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.   + Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.     Education   + High School Diploma or equivalent experience.     Physical Demands & Working Conditions   Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.    Equal Employment Opportunity    At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.    To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.  Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $76,500 to $94,500. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers (https://www.worldinsurance.com/careersfor)  for more details. #LI-MA1 Powered by JazzHR Woodbury, NY10729805New YorkNYNoneC45F3643B4994AA584E3830F78ADD9A0https://xerox.jobs/C45F3643B4994AA584E3830F78ADD9A023RochesterPaylocityUnited StatesUSA2026-04-09 00:28:19 Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview The Senior Manager Client Services Ops, East-Majors oversees a team of Account Managers, Team Leads, and Managers, providing guidance and support as needed. The Senior Manager plays a critical role in leading and directing teams to ensure exceptional customer service delivery and retention of our clients. The role will work collaboratively with leaders within the department and across the organization. This role is not only dedicated to our commitment to servicing our clients, but also growing our team leads and managers within the service organization. Primary Responsibilities The below represents the primary duties of the position, others may be assigned as needed. 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. + Managing, the execution of strategic initiatives to achieve expected goals and meet committed service level agreements. + Building a culture of engagement and accountability. Responsible for personnel staffing, morale, measurement, decreasing turnover and employee development. + Responsible for development and accountability of Key Performance Indicators and reporting the KPIs to senior management. + Responsible for evaluating processes involving internal and external partners and collaborating with those partners to improve them. + Ensuring effective communication between Account Managers and all internal and external partners both verbally and in writing. Provide necessary coaching when necessary. + Leading the team to achieve customer service and financial targets while being accountable to the approved fiscal budget. + Key examples include customer retention, employee retention, and customer satisfaction. Education and Experience + Bachelor’s degree required + 5+ years in an operational management role in a high-volume environment. + Proven success of management concepts and practices including supervising and motivating employees, performance management and employee development/training. + Experience developing, implementing and managing control/auditing processes via a recognized process improvement methodology, (such as Lean Six Sigma), is required. + Experience managing employees working on both task oriented and project driven tasks a strong plus. + Experience managing tasks in a matrix project management environment is a strong plus. + Experience developing and driving adoption of cross departmental processes preferred. + Experience collecting data and driving development priorities using a data focused approach is a plus. + Experience working with payroll and/or HR data a huge plus! + Extensive experience with a multi-customer product required. + Demonstrated use of a Process Improvement methodology is required. + Strong communication skills with external parties required. Physical requirements + Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. + Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The base pay range for this position is $98,000 – $140,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. (https://px.sequoia.com/prospect/gacc-caf23ca0-0fdc-11f0-8761-139060d2fe23) This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers. Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants (https://www.paylocity.com/company/protecting-our-clients/privacy-center/notice-of-privacy-practices-for-job-applicants/) and applicable data protection laws. Rochester, NYNew YorkNYNone35C8EB0E948F4AC3997471D14996D9AChttps://xerox.jobs/35C8EB0E948F4AC3997471D14996D9AC23New YorkStantecUnited StatesUSA2026-04-06 20:16:20Communities everywhere share the need for clean water. And as they work to meet that need, they’re facing new, more complex challenges every day. Our water professionals collaborate to contribute innovative ideas, guided by scientific rigor and a vision for sustainable growth. Every day, we’re helping communities improve, reuse, and protect our world’s most precious resource. Join our team to deliver transformational projects that will benefit future generations. Grow with us, H2O+U. Your Opportunity Our Water division brings together leading engineers and scientists to approach water as a unified, integrated system. We offer comprehensive water and wastewater services that span the entire lifecycle of infrastructure solutions, including the design and rehabilitation of pump stations, drinking water and wastewater treatment facilities, and stormwater management systems. Additionally, we implement innovative resiliency projects to assist communities in adapting to climate change, safeguarding essential assets, and maintaining reliable service under extreme conditions. With a foundation in expertise and innovation, we support communities in conserving and reusing water for future generations. We are currently recruiting a dedicated Client Account Manager (CAM) for our New York City office. The CAM will provide leadership in both business development and project execution for NYC agencies and other regional clients. Key responsibilities include supporting project managers, facilitating cross-business line selling efforts, promoting resource sharing, and securing as well as managing project delivery. The CAM is instrumental in advancing Stantec’s growth and reputation within New York City by consistently delivering innovative, high-quality solutions that surpass client expectations. Your Key Responsibilities You will work with a diverse team of water management professionals to support all consulting tasks: acquiring, delivering, and managing projects. - Assist in marketing Stantec’s water infrastructure services. - Identify industry trends and use your expertise to engage clients and generate opportunities. - Create and maintain effective client account management plans. - Collaborate with marketing and business development to pursue new water and wastewater projects. - Participate actively in proposal decisions and development, working closely with the marketing team. - Represent Stantec at regional and national industry groups to promote our brand and experts. - Provide high-quality consultation on water and wastewater infrastructure. - Respond to client needs as a senior project manager or client service lead. - Apply your knowledge to projects involving water collection, conveyance, storage, pumping, and treatment. - Use Stantec resources for successful technical outcomes. - Coordinate with internal teams, clients, agencies, and subcontractors. - Lead and mentor water professionals. - Support team growth through training, client engagement, and professional development. - Supervise and mentor staff for career advancement. - Lead teams according to Stantec’s core values and make sound decisions for staff, clients, and business success. Education, Experience, and Credentials - Bachelor’s degree in civil/environmental engineering, water resources engineering, or a related field. - A minimum of 15 years of relevant professional experience in public and municipal sectors associated with the planning, design, and/or construction of water infrastructure projects. - Licensed Professional Engineer (PE) in New York or ability to obtain within one year. - Knowledge of water policies, programs, and regulations relevant to New York City. - Excellent written and verbal communication skills, including ability to convey complex issues to a variety of audiences, required. - Strong client relationships and experience with New York City Department of Environmental Protection and related agencies and stakeholders. - Geographically based in New York City area, or willingness to relocate. This description is not a comprehensive listing of activities, duties or responsibilities that may be required of the employee and other duties, responsibilities and activities may be assigned or may be changed at any time with or without notice. Stantec is a place where the best and brightest come to build on each other’s talents, do exciting work, and make an impact on the world around us. Join us and redefine your personal best. Pay transparency laws require employers to provide the following information for positions that may be in the following jurisdiction(s): **Salary Range(s):** • Locations in NYC & CA (Bay Area) & NJ (RP)-$162,000.00 - $243,100.00 Annually The final agreed upon compensation is based on individual education, qualifications, experience, and work location. At Stantec certain roles are bonus eligible. **Primary Location:** United States | NY | New York **Organization:** 1951 Water-US Northeast-New York NY **Employee Status:** Regular **Business Justification:** New Position **Job Level:** Nonmanager **Travel:** No **Schedule:** Full time **Job Posting:** 03/03/2026 07:03:25 **Req ID:** 1003030New York, NY1003030New YorkNYNone3F47154F8D3E4320AFB8B626DA14EDA5https://xerox.jobs/3F47154F8D3E4320AFB8B626DA14EDA523West HarrisonJPMorgan ChaseUnited StatesUSA2026-04-02 06:14:44At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** West Harrison,NY $28.85 - $39.90 / hourWest Harrison, NY210731382New YorkNYNoneDDB7433E366D42E4B1E1E50AEDDD4922https://xerox.jobs/DDB7433E366D42E4B1E1E50AEDDD492223Valley StreamJPMorgan ChaseUnited StatesUSA2026-04-02 06:10:12At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Valley Stream, NY $66,360.00 - $66,360.00Valley Stream, NY210730421New YorkNYNoneD1FBB433B0CF44DA9AC3F6B59CCB5399https://xerox.jobs/D1FBB433B0CF44DA9AC3F6B59CCB539923NEW YORKOctagon, Inc.United StatesUSA2026-03-30 07:25:11About youA hungry, strategic, creative, collaborative client expert who wants to make a difference on the accounts you work on and the agency you join. You have an outlook that is: * Team oriented "we" over "I" * Positive and inspirational * Energized and charismatic * Humble and inquisitive * Agile and adaptableAbout usA fast-growing, small agency with big reach. We have a simple but powerful belief: every patient, disease and therapy is different - therefore every message, stakeholder, and challenge needs to be approached in a unique way. We are made up of: * Conversation-starters * Storytellers * Strategist * Digital natives * PhD-level scientists * Writers * Designers * BuildersWhat You Will Be Doing:Our team is seeking a Manager with client experience and healthcare communications expertise to serve as a counselor to our clients for one of our largest and fastest growing accounts. As a Manager, you will be responsible for developing and executing strategic integrated communications programs, supporting overall strategy, and advising healthcare clients. You will be a conceptual thinker with exceptional organizational and prioritization skills.In addition, you should have an agency background in healthcare communications with experience working on pharmaceutical products and/or disease education programs, as well as knowledge of the media landscape and considerations in this space. The ideal candidate will have broad interest and experience in healthcare communications, social/digital workstreams, managing regulatory/compliance challenges, and product launches.Responsibilities include, but are not limited to: * Manage client expectations, ensuring quality standards are met and desired results are delivered on budget * Coordination among multi-disciplinary team of creative, digital, strategy, medical, editorial, video production, web development, etc * Develop a range of materials including social media ads, banner ads, websites, brochures, congress materials, various print and digital materials * Build relationships with clients and partner agencies while managing respective status documents to ensure all stakeholders are up to date on workstreams * Manage regulatory submissions and consolidating feedback for implementation * Internal routing of materials for multi-disciplinary reviews * Partner with project management on timeline development * Ensure the extended team stays on track with project timelines and completes action items * Daily management and updates to internal status documents * Identify training and development needs of junior staff and provide opportunities that enable staff members to reach their full potential * Assist leadership team in financial management for client budgetsBasic Requirements: * At least 4 years' experience at an advertising agency (healthcare experience required) * Industry experience in healthcare communications and/or pharmaceuticals * Experience launching a healthcare product or campaign with multi-channel initiatives * Fluency with regulatory submission processes * Strong presentation skills, poise, and professionalism * Experience with estimate creation, budgeting, and financial management skills * The ability to manage multiple projects at various stages simultaneously * Be a self-starter who works well within a highly collaborative, multi-disciplinary team * BA or BS in Communications, Marketing, Advertising or in a related field * At least 4 years' experience at an advertising agency (healthcare experience required) * Industry experience in healthcare communications and/or pharmaceuticals * Experience launching a healthcare product or campaign with multi-channel initiatives * Fluency with regulatory submission processes * Strong presentation skills, poise, and professionalism * Experience with estimate creation, budgeting, and financial management skills * The abilityNew York, NYNY1610550New YorkNYNoneBCCD17BF6B324DC5B916BE2EEBAC2112https://xerox.jobs/BCCD17BF6B324DC5B916BE2EEBAC211223New YorkAllied UniversalUnited StatesUSA2026-03-30 00:28:33Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience. **RESPONSIBILITIES:** **Caring Leadership, Client Engagement, and Operational Oversight:** + Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio + Utilize Allied Universal’s AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability + Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets + Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction + Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements + Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization. **QUALIFICATIONS (MUST HAVE):** + Must possess one or more of the following: + Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization + Associate’s degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization + High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization + Current driver’s license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) + Minimum of two (2) years of experience driving operational goals + Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results + Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction + Proficiency in web-based applications and computer systems, including Microsoft Office + Knowledge of safety protocols and service deliverables + Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting + Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently + Excellent oral and written communication skills **PREFERRED QUALIFICATIONS (NICE TO HAVE):** + Law enforcement, military and/or contract or proprietary security services experience + Experience managing a dispersed workforce in a multi-location operation + Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations **BENEFITS:** + Medical, dental, vision, basic life, AD&D, and disability insurance + Enrollment in our company’s 401(k)plan, subject to eligibility requirements + Eight paid holidays annually, five sick days, and four personal days + Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Salary: $68,912.08 / year **Job ID:** 2026-1555014 **Location:** United States-New York-New York **Job Category:** ManagementNew York, NY2026-1555014New YorkNYNoneF1CE3C15E0F14D57B8BFCC16140DFB96https://xerox.jobs/F1CE3C15E0F14D57B8BFCC16140DFB9623NEW YORKProgyny, Inc.United StatesUSA2026-03-27 07:14:03Thank you for considering Progyny! We're seeking a strategic, execution-driven Senior Client Solutions Manager to lead post-launch client initiatives. This role is pivotal in ensuring seamless benefit change related implementations and client day-to-day operational excellence. You will work in close partnership with the client's Progyny Client Success Manager, internal stakeholders, and external partners to drive outcomes and elevate the client experience. What you'll do... * Client Operational Ownership &amp;amp; Strategic Partnership * Serve as the primary post-launch lead for clients, ensuring continuity and alignment across client onboarding, client success, revenue cycle management and member services. * Demonstrate thought leadership and initiative by driving best practices, influencing client benefit change implementation strategy, and proactively solving complex challenges. * Guide benefit change implementations and strategic initiatives from kickoff through completion. * Build trust with client stakeholders through consultative guidance and transparent communication. Champion client needs internally, advocate for continuous improvement, and foster long-term partnerships that drive client satisfaction and retention * Project &amp;amp; Stakeholder Management * Lead cross-functional projects involving product, engineering, revenue cycle management, and member service teams. * Proactively identify risks, document in Progyny's tools and systems, and communicate mitigation plans to leadership. * Manage timelines for eligibility file delivery and issue resolution, client-driven initiatives and benefit setup audits. * Operational Excellence &amp;amp; Process Optimization * Develop deep expertise in Progyny's benefit products, implementation workflows, and operational guardrails. * Recommend scalable solutions based on client feedback and internal learnings. * Communication &amp;amp; Reporting * Maintain real-time reporting on client status, risks, and escalations. * Facilitate internal and external meetings, ensuring clarity of roles, deliverables, and next steps. * Support documentation and knowledge sharing across the client onboarding, solutions, and success teams. About you... * 5+ years in client-facing implementation or client success roles, preferably in healthcare or employee benefits * Proven success managing complex, multi-stakeholder projects with minimal oversight. * Exceptional written and verbal communication skills; able to tailor messaging to diverse audiences. * Strong consultative mindset with a passion for solving problems and driving outcomes. * Experience with tools like Salesforce, JIRA, and Microsoft 365; familiarity with eligibility files and carrier/vendor integrations is a plus. * Bachelor's degree required; PMP or similar certification preferred. Please note: This is not a digital nomad or remote international position; candidates must be based in the United States. Progyny is unable to provide visa sponsorship for this position. Candidates must be authorized to work in United States without the need for sponsorship, now or in the future. About Progyny:Progyny (Nasdaq: PGNY) is a global leader in women's health and family building solutions, trusted by the nation's leading employers, health plans and benefit purchasers. We envision a world where everyone can realize dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients and physicians. Our benefits solution empowers patients with concierge support, coaching, education, and digital tools;provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs. Our mission is toempower healthier, supported journeys through transformative fertility, family buildingNew York, NYNY1608306New YorkNYNoneFDBD2CD5E3164B2FA27E4D41C4129C42https://xerox.jobs/FDBD2CD5E3164B2FA27E4D41C4129C4223NEW YORKMoody's AnalyticsUnited StatesUSA2026-03-26 07:17:1512738 At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.#### Skills &amp;amp; Competencies * 7+ years of experience selling into large asset managers or other complex solutionselling situations * Ability to sell using a needs/solutionsbased approach * Ability to influence key decision makers throughout the full sales cycle * Strong presentation and negotiation skills, with outstanding client relationship management experience * Strong oral and written communication skills * Creative problemsolving skills with the ability to diagnose issues and develop solutions * Ability to multitask and meet short deadlines * Ability to work independently and within a team environment, with strong focus and attention to detail#### Education * Bachelor's degree in Finance, Economics, Accounting, or a related area required#### ResponsibilitiesThis Relationship Manager role is pivotal for driving growth within our asset management client segment. You will manage a portfolio of large, strategic clients across the United States and Canada, applying expertise to develop and nurture longterm relationships. In this role, you'll play a central part in implementing Moody's strategy to empower asset managers to leverage proprietary data and analytical tools-helping them mitigate risk, identify alpha, and navigate an evolving investment environment across the Private Credit ecosystem, particularly as it intersects with GenAI technologies. As a key contributor to the sales team, you will leverage your deep understanding of the asset management industry to upsell and crosssell Moody's comprehensive suite of products and services, collaborating closely with internal partners to deliver holistic client solutions. * Manage full lifecycle sales processes, including identifying and initiating new opportunities through prospecting and existing client relationships * Conduct sales presentations and negotiate contracts * Illustrate a deep understanding of client decisionmaking approaches, priorities, and requirements * Manage sales cycles and coordinate with Domain Sales Specialists, Solution Specialists, and Industry Practice Leads as needed * Provide accurate forecasts and pipeline updates to management * Meet established revenue targets while strengthening and expanding customer relationships * Generate new revenue from research, products, and service solutions, while defending and growing existing revenue streams * Represent the company at industry and companysponsored events * Travel up to 40%#### About the TeamWe strive to be a worldclass sales organization with our customers' needs at the center of everything we do. Our client base spans banks, financial institutions, insurance companies, asset managers, government institutions, corporates, and professional services firms. As the bridge between our product teams and customers, we cultivate mutually rewarding relationships that enable us to deliver the right solution for every client challenge. WeNew York, NYNY1606164New YorkNYNoneD0E9790F5C2349FC8FCF58A094DA6074https://xerox.jobs/D0E9790F5C2349FC8FCF58A094DA607423New YorkBanc of CaliforniaUnited StatesUSA2026-03-26 06:19:06Salary Range: $101,000 USD to $168,500 USD **Description** **BANC OF CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win! **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member of our fast-growing Fund Finance practice responsible for owning aspects of client management, retention, and expansion for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund managers and their finance staffs to monitor these credits (largely capital call lines). In this role, the client manager will work closely with our originations and customer support teams to optimize the overall client experience and generate new credit and revenue opportunities from these relationships. The Client Manager will also act as a conduit to other parts of the Bank to ensure all of the non-loan related banking products and services are delivered in an efficient manner. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. **HOW YOU’LL MAKE A DIFFERENCE** + Proactively monitor performance and compliance, as well as negotiating and closing any necessary loan amendments. + Anticipate and lead deal processes for new loans to existing clients, including deal negotiation, underwriting, credit committee presentations/approvals, diligence, and legal document review. + Cross collaborate effectively and concurrently with key constituents including legal counsel, credit/risk management teams, and operational teams. + Provide a high quality customer experience through pro-actively anticipating customer needs, building rapport and trust with key client constituents, and through promptly addressing requests. + Communicate with client and or supervisor to anticipate potential loan issues or questions and formulate creative resolutions. + Prepare reports and summaries to keep management informed on portfolio performance, as required. + Provide guidance for and mentoring of junior level team members assisting in the underwriting and compliance processes. + Prepare and deliver employee performance evaluations, goal planning, and counseling, if required. + Follow all established policies and procedures. + Perform other duties and projects as assigned. **WHAT YOU’LL BRING** Required: + Proven track record of maintaining commercial relationships. + Strong negotiation and communication skills with the ability to close deals. + Proficient in financial statement analysis. + Proficiency in legal document review and negotiation. + Ability to thrive working independently but also a team player. + Extreme attention to detail. + Strong communication skills. + Bachelor’s degree in Finance, Accounting or related field. Preferred: + 3+ years of client relationship or portfolio management experience, ideally in a lending/credit environment. + Ability to travel 1-2 days per quarter when/if necessary. + Proficient in Microsoft Office, especially Excel. + CPA, CFA or MBA. **HOW WE’LL SUPPORT YOU** + **Financial Security:** You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. + **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). + **Building & Supporting Your Family:** Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. + **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off. + **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. **SALARY RANGE** The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.New York, NYVPCLI004807New YorkNYNoneA699FCF325034479A6F46C4CBA5C6864https://xerox.jobs/A699FCF325034479A6F46C4CBA5C686423LarchmontJPMorgan ChaseUnited StatesUSA2026-03-24 04:50:35At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Larchmont, NY $66,360.00 - $66,360.00Larchmont, NY210727512New YorkNYNoneDE494C03C9FE41269B72DFCBFD6E29EDhttps://xerox.jobs/DE494C03C9FE41269B72DFCBFD6E29ED23EDMESTONEisneramperUnited StatesUSA2026-03-21 07:15:12Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you'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'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Manager to join the Private Client Services (PCS) team. This role is to be based in our Boston, MA or Burlington, MA offices with a hybrid working schedule. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: * You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry * You will have the flexibility to manage your days in support of our commitment to work/life balance * You will join a culture that has received multiple top "Places to Work" awards * We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions * We understand that embracing our differences is what unites us as a team and strengthens our foundation * Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: * Manage, plan, supervise, and lead multiple engagements which include consulting, compliance, and planning services. * Consult with engagement team to promote new ideas and innovate planning opportunities to clients. * Manage client communications and relationships. * Participate and actively contribute to new business development activities. * Train, supervise, and mentor other department team members. * Assisting in managing and leading internal department initiatives. Basic Qualifications: * Bachelor's degree in Accounting or equivalent field * 8+ years of recent tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience * CPA (Certified Public Accountant) or IRS (Internal Revenue Service) Enrolled Agent Certification * Experience preparing tax returns for individuals, trust/estates, and or entities Preferred/Desired Qualifications: * Master's Degree in Taxation or relevant field * 3+ year of experience managing staff * Experience using ProSystems FX, CCH Engagement, XCM or similar tax software * Master's Degree in Taxation or relevant field * 3+ year of experience managing staff * Experience using ProSystems FX, CCH Engagement, XCM or similar tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a trueEdmeston, NYNY1601052New YorkNYNoneAC12D4D0A13B4DE6913D0BDF4B433BCFhttps://xerox.jobs/AC12D4D0A13B4DE6913D0BDF4B433BCF23Siemens EnergyUnited StatesUSA2026-03-20 03:39:47**A Snapshot of Your Day** **Siemens Energy is seeking a Client Sales Manager to call on accounts that operate industrial gas turbines. In this role, the Client Manager will focus on cultivating and sustaining robust relationships with both current and prospective customers within their designated territory. Additionally, they will be tasked with identifying and assessing new business opportunities while ensuring a high level of client satisfaction with Siemens Energy’s products and services.** **How You’ll Make an Impact** + **Development and execution of an annual territory plan through effective pipeline management, accurate forecasting, and regular reporting on sales activities, opportunities, and results** + **Stay up to date with industry trends, competitors, and Siemens Energy offerings to anticipate customer needs and proactively identify opportunities** + **Serve as a single point of contact to customers; providing ongoing support, troubleshooting assistance, and addressing any concerns or issues that may arise** + **Lead technical and commercial negotiations on behalf of Siemens Energy** + **Develop meaningful relationships with key stakeholders on site and throughout customer’s organization.** **What You Bring** + **Bachelor’s degree in Engineering, Business, or related field.** + **5+ years of experience in sales or engineering with knowledge of industrial gas turbines.** + **Exceptional communication and interpersonal skills, with the ability to build rapport, establish trust, and develop long-lasting relationships with clients at all levels of their organization.** + **Self-motivated and driven, with the ability to work independently by managing your time, keeping detailed records and reporting the competitive landscape back to the organization.** + **Ability to travel, up to 50% of the time within the territory (Domestic only).** + **Applicants must be legally authorized for employment in the United States without need for current or future employer-sponsored work authorization.** **About the Team** **Gas Services** **Our Gas Services division offers Low-emission power generation through service and decarbonization. Zero or low emission power generation and all gas turbines under one roof, steam turbines and generators. Decarbonization opportunities through service offerings, modernization, and digitalization of the fleet.** **Who is Siemens Energy?** **At Siemens Energy, we are more than just an energy technology company. We meet the growing energy demand across 90+ countries while ensuring our climate is protected. With more than 94,000 dedicated employees, we not only generate electricity for over 16% of the global community, but we’re also using our technology to help protect people and the environment.** **Our global team is committed to making sustainable, reliable, and affordable energy a reality by pushing the boundaries of what is possible. We uphold a 150-year legacy of innovation that encourages our search for people who will support our focus on decarbonization, new technologies, and energy transformation.** **Check out this video to learn more about Siemens Energy:** **https://www.siemens-energy.com/employeevideo** **Rewards** + **Competitive base salary and sales incentive program** + **Yearly performance-based incentive** + **Career growth and development opportunities** + **Supportive work culture** + **Company paid health and wellness benefits** + **Competitive vacation entitlement and 4 annual Diversity Days** + **401K savings plan with company match** + **Family building benefits** + **Parental leave** + **Tuition reimbursement program** **This job may be based in New York, Connecticut, or Maryland. Siemens Energy offers a variety of health and wellness benefits including paid time off and holiday pay.  Details regarding our benefits can be found here: https://benefitsatenergy.com/thinking-of-joining.html.  The base salary range for this position may be $113-180k and the annual incentive target is 20% of base salary.** **Specific offers are determined by various factors, such as experience, skills, certifications, and other business needs. Employees typically do not start at the top of the range, though compensation depends on each individual’s qualifications.** **https://jobs.siemens-energy.com/jobs** Equal Employment Opportunity Statement Siemens Energy is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law.New York, USA292098New YorkNYNone9ABAAA96BE0A4589BE594ABBB93F6E7Chttps://xerox.jobs/9ABAAA96BE0A4589BE594ABBB93F6E7C23RochesterEYUnited StatesUSA2026-03-18 23:54:23Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Tax – Business Tax Services Private Tax EDGE – Financial Services Organization – Senior Manager** **The opportunity** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. **Your key responsibilities** A Senior Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. Specific responsibilities include: + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** **To qualify for the role, you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney + Minimum of 8 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies **Ideally, you will have** + Excellent teaming, leadership, organizational, and verbal/written communication skills **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Rochester, NY1694371New YorkNYNone84B5C82DC80943DF9EFE8E3C60BC2447https://xerox.jobs/84B5C82DC80943DF9EFE8E3C60BC244723BuffaloEYUnited StatesUSA2026-03-18 23:54:22Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Tax – Business Tax Services Private Tax EDGE – Financial Services Organization – Senior Manager** **The opportunity** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. **Your key responsibilities** A Senior Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. Specific responsibilities include: + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** **To qualify for the role, you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney + Minimum of 8 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies **Ideally, you will have** + Excellent teaming, leadership, organizational, and verbal/written communication skills **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Buffalo, NY1694371New YorkNYNone4FE8C670FC8B4558A31DCB6578A4424Chttps://xerox.jobs/4FE8C670FC8B4558A31DCB6578A4424C23TroyEYUnited StatesUSA2026-03-18 23:54:22Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Tax – Business Tax Services Private Tax EDGE – Financial Services Organization – Senior Manager** **The opportunity** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. **Your key responsibilities** A Senior Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. Specific responsibilities include: + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** **To qualify for the role, you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney + Minimum of 8 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies **Ideally, you will have** + Excellent teaming, leadership, organizational, and verbal/written communication skills **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Troy, NY1694371New YorkNYNoneBAF80244D2D54C04977CEDAE3437ED5Ahttps://xerox.jobs/BAF80244D2D54C04977CEDAE3437ED5A23AlbanyEYUnited StatesUSA2026-03-18 23:54:20Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Tax – Business Tax Services Private Tax EDGE – Financial Services Organization – Senior Manager** **The opportunity** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. **Your key responsibilities** A Senior Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. Specific responsibilities include: + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** **To qualify for the role, you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney + Minimum of 8 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies **Ideally, you will have** + Excellent teaming, leadership, organizational, and verbal/written communication skills **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Albany, NY1694371New YorkNYNoneF46F0CE6B723413EB60B166EA40C3305https://xerox.jobs/F46F0CE6B723413EB60B166EA40C330523JerichoEYUnited StatesUSA2026-03-18 23:54:18Location: New York, Boston, Chicago, Dallas, Hoboken, Irvine, Los Angeles At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Will you shape the future or will the future shape you?** **The opportunity** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Private Tax is a growing practice within EY, and you'll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies and their owners and families, ranging from family-owned businesses to private equity–owned companies. These clients are high-growth private companies, from start-ups to multi‑billion‑dollar global private enterprises. As many companies choose to remain private, this continues to be an expanding and exciting client base. In return, you can expect plenty of support designed around your own personal skills and experience. As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You’ll advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals’ personal business matters, family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. **Key responsibilities include:** + Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. + Supporting clients in wealth transfer, succession planning, and governance strategies. + Navigating the unique challenges of multijurisdictional families and cross-border tax matters. **Your key responsibilities** You will provide technical tax planning and advisory services to clients that include private entities (including C‑Corps, S‑Corps, and Partnerships) as well as high‑profile individuals and families. The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results. You’ll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth. Regular travel may be required to meet client needs, and you’ll actively participate in client working sessions on a daily basis. **Analytical/Decision Making Responsibilities:** + Develop solutions to complex problems. + Recommend changes to policies and establish procedures that affect your immediate work area and possibly the broader business function. + Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results. + Translating complex data from a range of sources into client-ready insights and deliverables + Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service + Communicating complex tax issues to non-tax professionals and clients + Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge + Managing, coaching, and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools, and opportunities they need to excel **Skills and attributes for success** Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart. + Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management. + Experience in continuous process improvement and identification of innovative solutions through research and analysis. + Proven ability to guide and supervise others to deliver complex technical initiatives, with accountability for performance and results. + Depth of expertise in interpreting internal and external issues to recommend quality solutions. + Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth. **To qualify for the role, you must have** + Bachelor’s degree required (4-year degree) in a related field, supported by significant tax, business or financial planning experience + CPA certification Licensed Attorney + Minimum of 5 years of work experience in professional services or professional tax organization + A thorough understanding of estate and wealth planning + Experience with federal and state personal and trust taxation + Experience with flow through entities (S-Corps, Partnerships, LLC's) + Experience with C-Corps including income tax provisions and consolidated federal and state tax returns + Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds + A thorough understanding of automated tax processing systems + A commitment to continuing your learning **Ideally, you’ll also have** + A proven record in tax planning for owners and families + A proven record in a professional services environment + Experience in coaching and mentoring junior colleagues + The ability to adapt your work style to work with both internal and client team members + Experience leading workstream delivery and tracking project status. + Ability to implement resource plans and budgets for complex initiatives. + Experience managing engagement economics and identifying opportunities for additional services. + Exposure to leading RFP responses and participating in client working sessions. **What we look for** We seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is adaptable, commercially minded, and committed to continuous learning and innovation. Are you ready to shape your future with confidence? Apply today. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,500 to $195,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $127,700 to $221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Jericho, NY1694379New YorkNYNoneEE1805E8B094445380E30E5968E64CB6https://xerox.jobs/EE1805E8B094445380E30E5968E64CB623New YorkEYUnited StatesUSA2026-03-18 23:54:18Location: New York, Boston, Chicago, Dallas, Hoboken, Irvine, Los Angeles At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Will you shape the future or will the future shape you?** **The opportunity** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Private Tax is a growing practice within EY, and you'll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies and their owners and families, ranging from family-owned businesses to private equity–owned companies. These clients are high-growth private companies, from start-ups to multi‑billion‑dollar global private enterprises. As many companies choose to remain private, this continues to be an expanding and exciting client base. In return, you can expect plenty of support designed around your own personal skills and experience. As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You’ll advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals’ personal business matters, family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. **Key responsibilities include:** + Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. + Supporting clients in wealth transfer, succession planning, and governance strategies. + Navigating the unique challenges of multijurisdictional families and cross-border tax matters. **Your key responsibilities** You will provide technical tax planning and advisory services to clients that include private entities (including C‑Corps, S‑Corps, and Partnerships) as well as high‑profile individuals and families. The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results. You’ll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth. Regular travel may be required to meet client needs, and you’ll actively participate in client working sessions on a daily basis. **Analytical/Decision Making Responsibilities:** + Develop solutions to complex problems. + Recommend changes to policies and establish procedures that affect your immediate work area and possibly the broader business function. + Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results. + Translating complex data from a range of sources into client-ready insights and deliverables + Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service + Communicating complex tax issues to non-tax professionals and clients + Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge + Managing, coaching, and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools, and opportunities they need to excel **Skills and attributes for success** Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart. + Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management. + Experience in continuous process improvement and identification of innovative solutions through research and analysis. + Proven ability to guide and supervise others to deliver complex technical initiatives, with accountability for performance and results. + Depth of expertise in interpreting internal and external issues to recommend quality solutions. + Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth. **To qualify for the role, you must have** + Bachelor’s degree required (4-year degree) in a related field, supported by significant tax, business or financial planning experience + CPA certification Licensed Attorney + Minimum of 5 years of work experience in professional services or professional tax organization + A thorough understanding of estate and wealth planning + Experience with federal and state personal and trust taxation + Experience with flow through entities (S-Corps, Partnerships, LLC's) + Experience with C-Corps including income tax provisions and consolidated federal and state tax returns + Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds + A thorough understanding of automated tax processing systems + A commitment to continuing your learning **Ideally, you’ll also have** + A proven record in tax planning for owners and families + A proven record in a professional services environment + Experience in coaching and mentoring junior colleagues + The ability to adapt your work style to work with both internal and client team members + Experience leading workstream delivery and tracking project status. + Ability to implement resource plans and budgets for complex initiatives. + Experience managing engagement economics and identifying opportunities for additional services. + Exposure to leading RFP responses and participating in client working sessions. **What we look for** We seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is adaptable, commercially minded, and committed to continuous learning and innovation. Are you ready to shape your future with confidence? Apply today. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,500 to $195,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $127,700 to $221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .New York, NY1694379New YorkNYNoneFD7169907D08462F8114C74E998E6E00https://xerox.jobs/FD7169907D08462F8114C74E998E6E0023BuffaloEYUnited StatesUSA2026-03-18 23:54:17Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation. **Your key responsibilities** A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Buffalo, NY1694365New YorkNYNoneCAE59EDF61554A32BFA919C030F41AF0https://xerox.jobs/CAE59EDF61554A32BFA919C030F41AF023TroyEYUnited StatesUSA2026-03-18 23:54:16Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation. **Your key responsibilities** A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Troy, NY1694365New YorkNYNoneCFA0176CE9474BEE921698BE1244D92Fhttps://xerox.jobs/CFA0176CE9474BEE921698BE1244D92F23RochesterEYUnited StatesUSA2026-03-18 23:54:15Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation. **Your key responsibilities** A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Rochester, NY1694365New YorkNYNone5432337959394B1D98BBCBFC1A68F92Chttps://xerox.jobs/5432337959394B1D98BBCBFC1A68F92C23AlbanyEYUnited StatesUSA2026-03-18 23:54:14Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation. **Your key responsibilities** A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Albany, NY1694365New YorkNYNone0E6F3BBE1BB64E4E9DFF88B93E53312Fhttps://xerox.jobs/0E6F3BBE1BB64E4E9DFF88B93E53312F23JerichoEYUnited StatesUSA2026-03-18 23:54:12Location: New York, Boston, Hoboken At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Will you shape the future or will the future shape you?** **The opportunity** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Private Tax is a growing practice within the organization, and you’ll see that growth reflected in your career. You’ll be part of a growing global team and collaborate closely with colleagues across the organization. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. As a Senior Manager in Private Tax, you will provide personal and private tax advice and compliance requirements to business owners, business-owning families, and owners of private wealth on matters involving family, their business entities, and private wealth management. You will also provide tax advice on High Net Worth Individuals’ personal business matters, including family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. Key responsibilities include: + Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. + Supporting clients in wealth transfer, succession planning, and governance strategies. + Navigating the unique challenges of multijurisdictional families and cross-border tax matters. **Your key responsibilities** You will be reviewing complex individual tax returns and providing income tax planning and advisory services to high net worth individuals and families, allowing you to develop into a trusted advisor to clients. You will work with specialists in other areas, including International Tax, State and Local Tax, and Asset Management, to deliver comprehensive solutions to clients. The core purpose of this role is the effective management and delivery of complex processes, solutions, and/or projects, maintaining focus on quality and risk management while navigating operational and organizational dynamics. You may be accountable for the budget, delivery, and performance of complex processes, solutions, and/or projects to achieve performance objectives. You may be responsible for building and managing client relationships, revenue generation, and/or managing commercial relationships. The role provides leadership and direction up to and including Managers across multiple activities, leading teams with broad visibility to achieve performance objectives. You will provide deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation, and meet performance objectives and metrics set locally through individual and/or team performance (client service, quality and risk management, sales and business growth, solution development and teaming, etc.). Regular travel is required as needed by external clients, and you will manage client relationships and lead client engagements (planning, execution, closure) on a daily basis. **Analytical/Decision Making Responsibilities:** + Performing high-quality review of complex tax returns + Demonstrating extensive knowledge and experience handling hedge fund and private equity K-1s + Researching tax issues to develop effective tax planning strategies and translating complex data from a range of sources into client-ready insights and deliverables + Maintaining and enhancing your technical expertise by staying current with tax developments and best practices + Exercises judgment in selecting methods, techniques, and evaluation criteria for obtaining results. + Develops solutions to complex problems. + Recommends changes to policies and establishes procedures that affect immediate work area and possibly the business function within own area/department. **Skills and attributes for success** Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart. + Demonstrated ability to manage and deliver complex processes, solutions, and projects while maintaining a focus on quality and risk management. + Experience in building and managing client relationships, revenue generation, and commercial relationship management. + Proven leadership and direction for teams across multiple activities to achieve performance objectives. + Deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation. + Track record of meeting performance objectives and metrics through individual and/or team performance in client service, quality and risk management, sales and business growth, solution development, and teaming. **To qualify for the role, you must have** + Bachelor’s degree required (4-year degree) in accounting, supported by significant tax or financial planning experience; master's degree preferred + CPA license or a Licensed Attorney is required + Minimum of 8 years of work experience in professional services or professional tax organization + A thorough understanding of estate and wealth planning + Experience with federal and state personal and trust income tax + Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds + A thorough understanding of automated tax processing systems and laws within your area of technical professionalism **Ideally, you’ll also have** + A proven record in high net-worth tax planning + A proven record in a professional services environment + Strong analytical skills and attention to detail + Experience leading engagement delivery and managing engagement economics. + Ability to develop resource plans and budgets for large-scale projects. + Experience collaborating with senior management and providing input on performance evaluations and hiring. + Familiarity with global regulatory compliance and advanced tax technology solutions. **What we look for** We seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is adaptable, commercially minded, and committed to continuous learning and innovation. Are you ready to shape your future with confidence? Apply today. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $132,100 to $301,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $158,500 to $342,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Jericho, NY1694377New YorkNYNone480F4EDEDD414AF79FA9249223E4FACAhttps://xerox.jobs/480F4EDEDD414AF79FA9249223E4FACA23New YorkEYUnited StatesUSA2026-03-18 23:54:12Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation. **Your key responsibilities** A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .New York, NY1694365New YorkNYNone8CC72137541B46C1BFCB662013D61469https://xerox.jobs/8CC72137541B46C1BFCB662013D6146923SchenectadyMVP Health CareUnited StatesUSA2026-03-18 03:15:59**Join Us in Shaping the Future of Health Care** At MVP Health Care, we’re on a mission to create a healthier future for everyone. That means embracing innovation, championing equity, and continuously improving how we serve our communities. Our team is powered by people who are curious, humble, and committed to making a difference—every interaction, every day. We’ve been putting people first for over 40 years, offering high-quality health plans across New York and Vermont and partnering with forward-thinking organizations to deliver more personalized, equitable, and accessible care. As a not-for-profit, we invest in what matters most: our customers, our communities, and our team. **What’s in it for you:** + Growth opportunities to uplevel your career + A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team + Competitive compensation and comprehensive benefits focused on well-being + An opportunity to shape the future of health care by joining a team recognized as a **Best Place to Work For in the NY Capital District** , one of **the Best Companies to Work For in New York** , and an **Inclusive Workplace** . You’ll contribute to our humble pursuit of excellence by bringing curiosity to spark innovation, humility to collaborate as a team, and a deep commitment to being the difference for our customers. Your role will reflect our shared goal of enhancing health care delivery and building healthier, more vibrant communities. **About the Opportunity** This position will maintain and grow small business through MVP’s Preferred broker distribution channel. **Qualifications you'll bring:** + Bachelor’s degree preferred or equivalent amount of education and related experience required. + Must possess, or obtain within 60 days from date of hire all required licensure and certification ( NY and/or Vermont LAH) + Must obtain the MVP Medicare Certification Training within 60 days from date of hire, or prior to first sale, whichever comes first. + Minimum of 2 years in recent business to business sales or account management. Insurance setting preferred. + Adaptability to changing work priorities and fast paced environment. + Ability to translate features and benefits into customer focused solutions. + Excellent verbal, written and interpersonal communication skills required. + Demonstrated sales and service skills. + Ability to maintain ethical and professional behavior and appearance at all times. + Computer skills including strong working knowledge of CRMs, and Microsoft Office application - Excel, Word, and PowerPoint. + Ability to self-motivate and work independently with excellent organizational skills. + Must have a desire to offer focused solutions, resolve conflict and work collaboratively. + Personal drive to exceed customer expectations. + Ability to self-educate and support a desire to gain knowledge related to the healthcare industry. + Valid drivers’ license and access to vehicle. + Must be willing to do any required travel. + Account specific problem solving. Ensure the capture and appropriate storage of complete and accurate renewal account management records. Collect, analyze, and report on sales plan and account service process activity and results as scheduled and required. + Excellent verbal, written and interpersonal communication skills required. + Demonstrated sales and service skills. **Your key responsibilities:** + The individual will develop new distribution channels to support commercial growth in target markets and products. + They will manage and enhance existing broker relationships to support growth opportunities for MVP Health Care. + They will have responsibility for applied sales and service guidelines, product placement, renewal and adherence to underwriting guidelines. + The incumbent must have the ability to work independently on a daily basis and effectively manage time and work volume to ensure all deadlines, production and service standards are achieved. + The individual will be required to provide sales expertise and expert advice regarding MVP small group products, competitive positioning and value proposition that support a broker centric partnership with key distribution channels. + Responsible for achieving assigned new business sales goals and renewal retention goals for the Small Business Preferred Unit across the MVP service area. + Completes all required pre and post sales activities timely and accurately. + Must meet or exceed membership and retention goals for the following market segments: Small Group 1-100 eligibles, both on and off exchange, for the preferred broker unit to ensure all service protocols, productivity, sales and quality standards are being met. + Works collaboratively across the enterprise to achieve corporate and departmental goals to support service excellence and issue resolution. + Actively participate in business related, health care related organizations and community events to maintain visibility for MVP and access to key employer influences. + Maintain PHI according to MVP’s privacy and security standards. + Develops and maintains a working knowledge of MVP operations, contract benefits and enrollment requirement to ensure new sales opportunities and renewal changes are installed with minimal disruption to employer groups and members + Other duties as assigned by leadership **.** **Where you'll be:** + Hybrid - Schenectady, NY, three days per week in office, four days per week in office effective September 2026. **Pay Transparency** MVP Health Care is committed to providing competitive employee compensation and benefits packages. The base pay range provided for this role reflects our good faith compensation estimate at the time of posting. MVP adheres to pay transparency nondiscrimination principles. Specific employment offers and associated compensation will be extended individually based on several factors, including but not limited to geographic location; relevant experience, education, and training; and the nature of and demand for the role. We do not request current or historical salary information from candidates. $69,383.00-$92,279.00 **MVP's Inclusion Statement** At MVP Health Care, we believe creating healthier communities begins with nurturing a healthy workplace. As an organization, we strive to create space for individuals from diverse backgrounds and all walks of life to have a voice and thrive. Our shared curiosity and connectedness make us stronger, and our unique perspectives are catalysts for creativity and collaboration. MVP is an equal opportunity employer and recruits, employs, trains, compensates, and promotes without discrimination based on race, color, creed, national origin, citizenship, ethnicity, ancestry, sex, gender identity, gender expression, religion, age, marital status, personal appearance, sexual orientation, family responsibilities, familial status, physical or mental disability, handicapping condition, medical condition, pregnancy status, predisposing genetic characteristics or information, domestic violence victim status, political affiliation, military or veteran status, Vietnam-era or special disabled Veteran or other legally protected classifications. To support a safe, drug-free workplace, pre-employment criminal background checks and drug testing are part of our hiring process. If you require accommodations during the application process due to a disability, please contact our Talent team at hr@mvphealthcare.com .Schenectady, NYJR100139New YorkNYNoneFDDC16F4A1FF4F72BB3FB1FE8193F13Fhttps://xerox.jobs/FDDC16F4A1FF4F72BB3FB1FE8193F13F23New YorkInsight GlobalUnited StatesUSA2026-03-14 04:26:17Job Description One of our top software wealth management clients is looking for a Client Manager to join their dynamic team. The Client Manager's responsibility will be to connect with prospective clients, understand their financial goals, and match them with the most suitable advisor in the company's network. The Client Manager will play a crucial role in fixing a broken financial advisory system and helping clients make better financial decisions while working with a company that truly puts integrity and the consumer first. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements - 1-3 years of sales experience - Bachelor's degree - Ability to thrive in a fast paced, dynamic environment - Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work - Self-motivator with a collaborative spirit - Flexibility in adapting to new technologies and environments - Based in NY/NJ - Strong understanding of investment products, financial markets, and account management processes. - Degree in finance, business or related fields - Experience working with clients in the financial services spaceNew York, NYNYC-c57ee7ba-ac14-42a6-ae8d-7cb7ae5104a3New YorkNYNone51963ABCC0FD482EA11816716CFB8018https://xerox.jobs/51963ABCC0FD482EA11816716CFB801823BronxKids FirstUnited StatesUSA2026-03-13 14:56:06 Case Manager (Social Services / Client Services) Bronx, NY Full Time CF Services Entry Level Share (https://kidsfirstservices.applytojob.com/app/share/679NAXWkpp) Job Summary The Care Coordinator will assist individuals in navigating complex systems to obtain services such as Medicaid benefits, housing assistance, food programs, transportation, and other community-based resources. This role works closely with clients, government agencies, and community partners to ensure individuals successfully access the support they need. Key Responsibilities + Conduct client intake and assess social and healthcare-related needs. + Assist clients with applications for government programs such as Medicaid, SNAP, housing assistance, and other benefits. + Connect clients with appropriate community resources and service providers. + Track referrals and follow up to ensure services are received. + Maintain accurate documentation and case notes in internal systems. + Communicate with government agencies, healthcare providers, and community organizations to coordinate services. + Provide ongoing support and guidance to clients throughout the service process. + Ensure compliance with program requirements and organizational policies. Qualifications + High School Diploma required; Associate’s or Bachelor’s degree inSocial Work, Human Services, Public Health, Healthcare Administration, or related fieldpreferred. + Strong communication and interpersonal skills. + Ability to work with diverse populations and individuals in need. + Strong organizational and time-management skills. + Basic computer skills and experience with data entry or case management systems. Preferred Qualifications + Bilingual (Spanish or other languages) strongly preferred. + Experience in healthcare, social services, community outreach, or customer service. + Familiarity with government assistance programs such as Medicaid or SNAP. Compensation & Benefits + Hourly Pay:$21–$25 per hour (based on experience) + Performance Bonus Opportunities + Career growth opportunities within a growing organization + Supportive team environment focused on community impact Join Our Team If you are passionate about helping people access essential services and want to make a meaningful difference in your community, we encourage you to apply. Apply today to become part of a mission-driven organization improving access to care and social services. Bronx, NYNew YorkNYNoneB82CB08AD3754BB78AFE3F7DFEA1394Ahttps://xerox.jobs/B82CB08AD3754BB78AFE3F7DFEA1394A23AlbanyLumenUnited StatesUSA2026-03-13 03:45:13Lumen is the trusted network for AI. We’re transforming how businesses connect, secure, and scale in an AI-driven world. By connecting people, data, and applications quickly, securely, and effortlessly, we help organizations move faster and unlock what’s next. At Lumen, people power progress. Our culture is built on teamwork, trust, and transparency, giving you the flexibility, support, and opportunity to make a lasting impact. We’re looking for top-tier talent ready to take on the challenge. Join us in building the future. **The Role** Seeking a highly driven and innovative Client Executive/Sales leader responsible for managing the US Department of Veterans Affairs (VA) and its affiliate Federal agencies. This position requires management of customers in the assigned customer accounts as well as the VA subordinate team members, who will report to the Lead with the goal of meeting and exceeding sales targets. **Ideal candidates will reside in the National Capital Region (DC, MD, VA)** **The Main Responsibilities** Contributing to the overall strategy for the sales channel. •    Supporting the Lumen’s proposal and capture team for bids, proposals, and solutions. •    Sales and process development, ensuring promotion of key messages, engagement of supporting functions, competitor analysis and market positioning, and raising the level of strategic services within the sales teams. •    Account development and growth. •    Salesforce experience. Ensure accurate forecasting of sales opportunities and funnel management. •    Building partnerships in the industry across partners. •    Ensuring that appropriate resources are applied to sales. •    Be the point of contact for the customers and continuously working towards solving customer challenges. •    Demonstrate thorough understanding of the Sales order cycle, Federal Govt contracting, rules and processes. •    This position is responsible for managing team members to meet and exceed sales targets. **What We Look For in a Candidate**  •    Bachelor’s degree and/or equivalent work experience. •    7+ years technical sales experience ; with at least 5 years of experience selling into the VA in the candidate’s most recent position is desired. Comparable experience may be taken into consideration. •    Minimum two-years people leadership experience •    Experience managing and influencing client relationships at the executive level; ability to present and interact with all levels of customer management space. •    Demonstrated knowledge of, and relationships with C-level VA decision-makers is a plus. •    Excellent team leadership and interpersonal skills; ability to coach, mentor, and lead others. •    Highly self-motivated with the ability to work well independently and in a team environment. •    Excellent organizational, interpersonal and communication skills. •    Excellent written, verbal, interpersonal, communication, and presentation skills. •    US citizenship is required.  Ability to obtain a public trust clearance is required. Proficient with MS office, Salesforce and ability to learn systems and processes as appropriate. **Compensation** This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. Location Based Pay Ranges $126,518 - $168,683 in these states: AL AR AZ FL GA IA ID IN KS KY LA ME MO MS MT ND NE NM OH OK PA SC SD TN UT VT WI WV WY $132,847 - $177,122 in these states: CO HI MI MN NC NH NV OR RI $139,166 - $185,552 in these states: AK CA CT DC DE IL MA MD NJ NY TX VA WA Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process. Learn more about Lumen's: Benefits (https://jobs.lumen.com/global/en/benefits-statement) Bonus Structure `#LI-Remote **What to Expect Next** Requisition #: 341543 **Background Screening** If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (https://jobs.lumen.com/global/en/faq) . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. **Equal Employment Opportunities** We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training. **Privacy Notice** Lumen is committed to protecting the privacy and security of personal information collected during the recruitment and hiring process. Our Privacy Notice explains how we collect, use, disclose, and protect applicant information, as well as how individuals may request access to or deletion of their personal data. To review Lumen’s Privacy Notice, please visit: https://jobs.lumen.com/global/en/privacy-notice **Disclaimer** The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.Albany, NY341543New YorkNYNoneA8E23636730849AC9872862BE88BBCFChttps://xerox.jobs/A8E23636730849AC9872862BE88BBCFC23BrooklynJPMorgan ChaseUnited StatesUSA2026-03-11 04:56:30At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Brooklyn, NY $66,360.00 - $66,360.00Brooklyn, NY210717975New YorkNYNone52F91FF1B88944CE9CD49FCE937735C3https://xerox.jobs/52F91FF1B88944CE9CD49FCE937735C323RochesterJPMorgan ChaseUnited StatesUSA2026-03-07 05:28:09At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Rochester, NY $66,360.00 - $66,360.00Rochester, NY210719574New YorkNYNone38C1DB1B6CBE44F09705824D4C07E3C1https://xerox.jobs/38C1DB1B6CBE44F09705824D4C07E3C123New YorkPublicis GroupeUnited StatesUSA2026-03-06 23:50:00**Company description** Recognized as Social Media/Influencer Agency of the Year, and as the annual partner for Forbes Top Creators List, Influential sits at the center of culture and the creator economy. Through our platform Captiv8, the industry’s #1 ranked influencer marketing platform, we combine deep API integrations, advanced AI, and machine learning with human expertise to connect brands with a network of more than 15 million creators worldwide. Our work powers award-winning campaigns across Meta, Snap, TikTok, YouTube, and more, partnering with Fortune 500 companies and global organizations to deliver impact across retail foot traffic, in-store sales, online conversions, and TV tune-in. At Influential, you’ll work with a fast-moving, high-performance team solving complex problems and shaping the future of marketing. You’ll build, grow, and make an impact alongside top talent, leading brands, and the world’s most influential creators. Ready to join us? **Overview** The role of SVP, Client Management serves as the leader across a major client in the pharma vertical, creating a comprehensive process, operational excellence and managerial oversight to deliver best-in-class creator branded content for all brands within the client’s portfolio. As a senior leader in the organization, the SVP Client Management lead oversees the client management team and reports to the EVP, Client Management lead. The client management team is responsible for collaborating to build strong agency leadership and client relationships resulting in growth through campaign success, innovation, and development of opportunistic ideas. The SVP, Client Management lead will partner with Influential department leads and Influential internal sales team to unlock opportunities with the client. Strong leadership skills in motivating a diverse, fast moving team is imperative. Extreme attention to detail, clear understanding of Influential’s commercial models and ability to navigate Publicis, its leaders and ways of working are critical to success. Juggling multiple clients, stakeholders and partners requires focus, patience and resilience to navigate priorities. **Responsibilities** + Knowledge and understanding of the client portfolio and the agency partners within Publicis Groupe + Partnering with Influential discipline leads to ensuring teams have appropriate staffing allocation across capabilities in strategy & analytics, performance media, creator, etc. + Navigating the specific nuances of the pharmaceutical industry and consulting on best practices + Partner with EVP, Client Management lead in the profitability for the client portfolio + Ensure team is trained on all aspects of Influential ways of working and client management processes + Implement training and development with action plans for each employee on team + Have a client first mindset, see challenges, roadblocks, opportunities and pivots needed to support the day to day work + Partner with EVP, Client Management lead to develop and lead client reviews, QBRs, milestone campaigns in support of excellence + Monitor and track client’s performance objectives for all their existing initiatives to ensure program goals are being met/exceeded + Work with teams to ensure the client develops trust in the portfolio team by overseeing client outputs and communication + Ensure team is managing monthly billing reconciliation process and communicate to SVP, Groupe each month + Stay apprised of industry trends and client verticals + Travel for client meetings and in-office meetings (aim to be in-office at least once a week) **Qualifications** + Must be based in NYC + 10+ years of experience working in a digital or advertising environment required, with a deep understanding of influencer marketing + Considerable experience working within healthcare and/or pharmaceutical brands + Excellent engagement and negotiation skills across, client management, expectation management, and conflict resolution + Experience and/or aptitude for working in a startup environment + Exceptional organizational skills with the ability to handle multiple clients and priorities with discretion + Excellent written and verbal communication skills including the ability to interact professionally with external and internal clients + Thrives within a dynamic and evolving environment, competent at generating process and structure as needed to best activate the team + Knowledgeable of all major social platforms including TikTok, Instagram, Pinterest, and YouTube + Insatiable curiosity and drive to learn and stay up to date on the latest trends and innovations in the social, influencer, and commerce space + Bachelor’s degree or equivalent experience **Additional information** Our Publicis Groupe motto “Viva La Différence” means we’re better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent. Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off. If you require accommodation or assistance with the application or onboarding process specifically, please contact USMSTACompliance@publicis.com . All your information will be kept confidential according to EEO guidelines. Compensation Range: $180,000- $240,000. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 4/3/2026. Compensation Range: USD $ - . This is the pay range the Company believes it will pay for this position at the time of this posting. This role may also be eligible for bonus or incentive compensation. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 3/30/2026.New York, NY142585New YorkNYNone90C38440E70546EC93DE6C3266D1C78Ahttps://xerox.jobs/90C38440E70546EC93DE6C3266D1C78A23New YorkSMBCUnited StatesUSA2026-03-05 04:17:43SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $80,000.00 and $105,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** Responsible for addressing client inquiries and actively support cross-selling efforts by identifying client needs and suggesting solutions through introductions. Performs a variety of client service functions associated with supporting the strategic initiatives of the company to enable business development, revenue growth, client retention and growth, and sales delivery enhancements. **Role Objectives** **Associate** **Key Responsibilities** **Client Support & Issue Resolution** + Serve as a primary point of contact for day-to-day client inquiries related to cash management services, including payments, and digital banking access + Resolve service issues by investigating transactions, escalating problems, and coordinating with internal teams as needed + Troubleshoot client challenges related to ACH, wires, online banking portals, positive pay, remote deposit, lockbox, and liquidity tools + Ensure timely follow-up and provide clear, professional communication to clients **Operational Support & Service Delivery** + Process requests entitlement changes, documentation updates, and service modifications + Monitor key service metrics such as exception items, payment failures, and fraud alerts, ensuring proactive outreach to clients + Assist with onboarding activities including initial client setup, platform training, and documentation coordination + Maintain accurate records of client interactions in service-tracking systems **Client Engagement & Relationship Management** + Build strong working relationships with clients and internal partners, supporting retention and client satisfaction + Participate in client calls, training sessions, and service reviews to ensure clients are fully educated on available tools and capabilities + Identify opportunities to improve client experience and promote digital adoption of treasury platforms **Continuous Improvement** + Contribute to service process enhancements, FAQ development, and best practices documentation + Stay current on product updates, system changes, and new cash management capabilities + Assist senior team members with projects aimed at improving service efficiency and workflow optimization **Qualifications and Skills** + 2–3 years of experience in client service, banking operations, cash management, or treasury support + Foundational understanding of cash management products such as ACH, wires, RDC, positive pay, lockbox, and digital banking platforms + Strong problem-solving skills with the ability to research issues and provide prompt resolution + Excellent verbal and written communication skills + Ability to multitask and manage competing priorities in a high-volume service environment + Experience working directly with corporate clients preferred + Japanese language preferred but not required SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com. EOE, including Disability/veteransNew York, NY7311New YorkNYNone72A66394562B47F68398FEB9F57DC19Dhttps://xerox.jobs/72A66394562B47F68398FEB9F57DC19D23New YorkJPMorgan ChaseUnited StatesUSA2026-03-04 03:23:56The JPMorgan Private Equity Group (PEG) is looking for an associate to join its Information Management Group due to business growth. This role involves managing client portfolios allocated to private equity funds and supporting portfolio managers. Responsibilities include evaluating investment information, coordinating activities, performing reconciliations, and preparing financial reports. The associate will also develop workflows to ensure accurate and timely transaction reporting, enhancing data integrity and resource allocation. The position will include responsibility and coordination across a group of clients or portfolios. The client and portfolio holdings consist of assets allocated to private equity funds. The associate will be responsible to service the client needs and support the portfolio managers responsible for investing the clients' assets. The position will require the candidate to evaluate information contained in correspondence from underlying investments, review and approve transactions for the proper accounting/tax treatment, co-ordinate activity, perform reconciliations and oversee the clients/portfolios service providers (for example, the custodian), and prepare communications, including financial reports, for the clients' use. The associate will assist in the co-ordination of all activities with the client on behalf of the PEG, and this may include transaction reporting, fee billing and performance reporting, as examples. It is expected the associate will develop appropriate work flows to create a controlled environment to ensure all transaction activity and reporting is captured in a complete, accurate and timely manner, which will contribute to the reduction of work flow redundancy, the attribution of greater data integrity and consistency, and the enhancement of personnel resource allocation. **Job Responsibilities:** • Analyze transaction activity to ensure proper action in accordance with its instructions • Communicate with private equity partnership any inconsistencies in correspondence and follow-up on missing or incomplete information • Approve transactions captured in the front end system, Pegasus, and ensure transactions properly processed into proprietary private equity database, Private i • Prepare separate transaction notification packet for clients' custodian • Disseminate the complete packet to custodian and internal users • Reconcile transaction activity between custodian and Private i reports • Identify, investigate and resolve discrepancies • Respond to client and portfolio manager information requests • Prepare monthly/quarterly reports as required in agreement with clients • Disseminate reports to appropriate parties • Liaise with custodian to ensure reconciliation of monthly/quarterly activity • Evaluate investment performance and identify efficiencies in business processes to support growing business • Assist CFO in management and reporting **Required Qualifications, Skills, and Capabilities:** + 3+ years of accounting and operational experience, with specific private equity exposure. + Bachelor's degree in accounting or equivalent and knowledge of private equity transactions, management fee calculations. + Strong communication, spreadsheet, and analytical skills + Team-oriented with the ability to work independently. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $104,500.00 - $160,000.00 / yearNew York, NY210709625New YorkNYNone80CA84E3B6354AF980207E39EDED2F46https://xerox.jobs/80CA84E3B6354AF980207E39EDED2F4623Garden CityBank of AmericaUnited StatesUSA2026-03-03 03:55:35Merrill Market Client Relationship Manager Garden City, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-City/Merrill-Market-Client-Relationship-Manager\_26006497) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-City/Merrill-Market-Client-Relationship-Manager\_26006497) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-City/Merrill-Market-Client-Relationship-Manager\_26006497) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-City/Merrill-Market-Client-Relationship-Manager\_26006497) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience ​ **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor’s degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.Garden City, NYJR-26006497New YorkNYNone28A1559E13024433813D75267CB686F7https://xerox.jobs/28A1559E13024433813D75267CB686F723New YorkJPMorgan ChaseUnited StatesUSA2026-03-01 04:59:44Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Group Manager in J.P. Morgan Advisors, you will be responsible for managing the sales support staff and administrative staff for the branch. You will also be tasked with managing a wide array of training and process improvement initiatives to support the growth of the J.P. Morgan Advisors office. This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team. **Job responsibilities:** + Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director. + Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present. + Recruit, select, onboard, train administrative and sales support staff. Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings. Educate all employees on administrative policies and procedures as well as Firm's best practices + Conduct performance reviews and exercise professional discretion for compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy + Partner with functional groups across the line of business on process improvement and day to day problem solving. + Supervise and manage human resources, benefits issues, attendance, and vacation. + Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary. Partner with Regional Director and New York Management to address any management or staffing issues. **Required qualifications, capabilities, and skills:** + FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully obtain within 180 days from start date + Degree in Business, Finance, or other related business discipline + Minimum of 3 years financial services management experience + Experience in the training field or branch administrator in financial services + Understanding of wealth management business, sales force, and investment products + Knowledge and understanding of KYC and Regulatory requirements + Project management, problem-solving and time management skills + Experience with facilitating training sessions (both classroom and virtual) + Strong working knowledge of PowerPoint, Word, Excel **Preferred qualifications, capabilities, and skills:** + Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team. Ability to interface with people at different levels within the organization and various locations. + Excellent verbal and written communication skills. Ability to multi-task and work well under pressure. Prior experience in meeting deadlines and exceeding expectations. Ability to perform well in a deadline-driven, fast-paced environment. + High attention to detail, good analytical skills, must be a team player 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 **Base Pay/Salary** New York,NY $118,750.00 - $185,000.00 / year; West Harrison,NY $118,750.00 - $185,000.00 / year; White Plains,NY $118,750.00 - $185,000.00 / yearNew York, NY210717396New YorkNYNoneE5EBA00E86A9474DBC19E0141E68AB1Dhttps://xerox.jobs/E5EBA00E86A9474DBC19E0141E68AB1D23New YorkSchlesinger GroupUnited StatesUSA2026-02-27 22:32:45 Sago is a global leader in market research and data solutions, committed to connecting human answers to business questions. The world is transforming, and Sago is continuously reaching new heights, redefining our solutions beyond our clients' wildest expectations, and making it smarter, faster, and easier to gain insights that matter. We're a team of innovators, strategists, and problem-solvers, passionate and inspired thinkers, who celebrate our wins. Vibrant leaders who empower our colleagues and innovate the Market Research industry. Curious learners, constantly finding new ways to transform. Bold thinkers and authentic team members who show up to work every day being ourselves, never afraid of new ideas or opinions - because we believe they matter. As a Client Services Manager at our focus group facility, your leadership role is multifaceted, encompassing the orchestration of smooth and efficient facility operations. You will be responsible for the main flow of administrative and operational aspects. Anticipating and meeting client needs is paramount. Your hands-on involvement in managing staff, coordinating logistics, coupled with a commitment to delivering exceptional customer service, will contribute not only to the success of individual in person projects but also to the facility's overall reputation in the competitive market research industry. This position is 100% in-person, in our facility in New York City, reporting to the Facility Director. + Foster positive onsite experiences to drive return business. + Serve as a dedicated on-site concierge in the local Facility, fostering a welcoming atmosphere and delivering outstanding customer service. + Proactively identify and promptly address any signs of client dissatisfaction or a potential decline in trust, fostering a positive and responsive approach to client concerns. + Lead Team of Facility Supervisor(s), Site Supervisor(s), and Client Service Representatives (CSR). + Supervise staff to ensure the highest level of client and respondent satisfaction. + Ensure they uphold consistency, efficiency, and attention to detail. + Work with Facility Director (FD) in the training and development of employees. + Assists FD in providing continuous feedback and career coaching. + Supports FD in annual formal employee evaluations/performance reviews for full-time and part-time staff. + Operational Oversight: + Effectively delegate tasks to facility staff, ensuring a comprehensive understanding of the client's expectations and project nuances. + Oversee the execution of hospitality and administrative functions within the facility, ensuring seamless management and efficient operation. + Coordinate with outside vendors to ensure timely delivery of client needs to a high standard. + Assist in basic IT/AV issues and report problems to the AV/IT Department. + Provide secondary support to Project Managers with in-house project client services and client feedback. + Maintain the facility and collaborate with property management and approved vendors. + Project Execution and Administrative Tasks: + Review all project materials at project kick off to understand the scope. + Attend kick-off calls with clients. + Engage in thorough communication with clients ahead of research initiatives, to ensure all needs are collected for projects. + Follow all set facility project execution protocols including paperwork, client welcome and staff briefings. + Ensure client food service and day of requests are fully addressed. + Assure all participant compensation is processed and reports are accurate. + Assist in the preparation and/or review of invoice requests, ensuring accuracy and complete all necessary aspects of project close out. + Perform any or all CSR duties when appropriate and necessary. + Schedule participants in internal platform systems for room rentals. + Other duties as assigned. Requirements + High school diploma or equivalent required. + At least 2 years of hospitality industry experience preferred. + Prior experience in market research is an asset, but not required. + Minimum of 2 years of management experience. + Strong client-focused mindset with a commitment to delivering exceptional service. + Demonstrated leadership abilities with experience guiding and motivating teams. + Excellent decision-making and problem-solving skills in fast-paced environments. + Professional demeanor and polished appearance. + Proficient in Microsoft Office and comfortable using computer-based systems. Benefits + Job Type: Full-time, Exempt + Compensation Details: The budgeted salary for this position is fixed at $60,000. + Eligible for Sago's benefits program designed to support all our US full-time employees including: health, dental, and vision insurance, 401(k) with employer match, paid time off and holidays, and an amazing culture driving towards Sago's continued success. New York, NYF752B105A0New YorkNYNone604E1E9C26844513B25BFC251AD8E375https://xerox.jobs/604E1E9C26844513B25BFC251AD8E37523New YorkSMBCUnited StatesUSA2026-02-20 05:58:51SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $78,000.00 and $125,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** SMBC Capital Markets, Inc. (CM) is a derivatives trading firm based in New York City, with offices in Charlotte, NC, London and Hong Kong. SMBC CM is an established derivatives dealer with a broad product portfolio focused on interest rates and foreign exchange products such as rates & FX swaps, options & exotics as well as exchange traded products. SMBC Nikko Securities America, Inc. (Nikko US) is an SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). These entities provide coordinated services to our corporate and institutional clients as part of the SMBC Global Markets business unit. The Client Management role is part of the Client Lifecycle Department within the Chief Operating Office of the SMBC Global Markets front office. The team manages processes supporting expansion of our businesses, while improving customer experience and managing risks & controls during onboarding. The Client Management role will help drive high-priority clients through the credit application, legal negotiation and onboarding processes. The successful candidate will have the ability to design and implement frameworks required to manage the status of the various stages of the pre-trade onboarding process and stand up an internal onboarding facilitation mechanism. The role will work hand-in-hand with credit officers, legal negotiators and KYC analysts to maintain accurate onboarding statuses and drive the client onboarding prioritization provided by management. The position is on the trading floor involving direct contact with front office staff, support functions and our clients. As part of the first line of defense, the Client Lifecycle Department maintains sound control processes designed to introduce clients as effectively as possible while acting in accordance with relevant regulations, policies and procedures. **Role Objectives: Delivery** + Work directly with the Head of Client Lifecycle, Client Management Lead and functional teams (Legal, Credit, KYC, etc) to drive priority clients through the pre-trade onboarding process + Assist in the design, documentation and operation of new onboarding processes that support the growth of the Global Markets Business + Support client outreach initiatives, managing detailed statuses of high volume email traffic + Assist Client Management with other team tasks such as communication with clients throughout the onboarding process and client e-commerce enablement + Manage pipeline of work to ensure high value clients are prioritized + Support Credit fast track processes for high volume principals + Identify opportunities for enhancements to improve efficiency, controls and customer experience + Work on special projects as required **Qualifications and Skills** + BA/BS required + 3-5 years of Markets onboarding or other relevant business analyst / business mgmt. experience + Outstanding verbal & written communication skills, backed by strong analytics & attention to detail + Demonstrated capability to build relationships and mange stakeholders + Ability to operate independently, manage multiple simultaneous priorities and perform well under pressure in a demanding environment + Experience in customer service or demonstrated ability to serve customers well + Proficient in Word, Excel and PowerPoint SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com. EOE, including Disability/veteransNew York, NY7288New YorkNYNoneDCE03AAB844D4CBB8F08719EDB846F66https://xerox.jobs/DCE03AAB844D4CBB8F08719EDB846F6623New YorkU.S. BankUnited StatesUSA2026-02-19 04:48:47At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate and Public Sector Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs. Basic Qualifications - Bachelor's degree, or equivalent work experience - Four to six years of relevant experience Preferred Skills/Experience - Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products - Strong relationship management and business development skills - Strong analytical and problem-solving skills - Effective presentation, verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2026-0003433New YorkNYNone421BC28B12DB435D8994C307606D0F88https://xerox.jobs/421BC28B12DB435D8994C307606D0F8823New YorkTD BankUnited StatesUSA2026-02-13 05:26:22**Work Location:** Ramsey, New Jersey, United States of America **Hours:** 40 **Pay Details:** $78,520 - $117,520 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment with a focus on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central point of contact for HNW clients with lower balances and will work to deepen and broaden the existing relationship by providing excellent service, proactively contacting clients, delivering thought leadership across all capabilities at TD Wealth. A critical objective of the ARM will be to engage clients and when clients seek a deeper or broader relationship with TD, introduce the Private Client Relationship Manager that covers the Store most convenient for the client. The job partners with other RMs, IAs, Wealth Strategists and Wealth Lending Advisors. The job will also be responsible for retaining and growing assigned client relationship and is accountable for exceeding client's expectations for service. The ARM is at the center of the Private Client Services model supporting these smaller balance clients by providing day-to-day account management solutions and introducing the full capabilities offered at TD Wealth. The ARM must focus on maximizing client's satisfaction with their Banking relationships, maximizing, and seizing the opportunity to retain and grow balances by referring qualified clients to Private Client Relationship Managers in the various Markets throughout the TD footprint. **Depth & Scope:** + May work with less complex clients. May bring in subject matter experts earlier in the client relationship as needed + Ensures those existing clients, where it would add value, are provided with a Private Client Planning Experience + Effectively implements a process with CSAs to ensure every client receives Legendary service + Effectively executes a proactive outreach effort across all clients to enhance and expand the overall relationship + Leverages the availability of Specialists (Taxes, Trust and Estate) in an effort to interest the client in deepening their relationship with TD Wealth + Executes in a manner that is compliant with regulations, policies and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.). Ensures all Continuing Education requirements + are attained + Responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures + Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other + Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Contributes to a positive and constructive work environment with a focus on supporting the overall Wealth team + Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that set TD Wealth apart from our competitors + Represents TD Wealth to the general public in a professional manner + Is involved in Employee's community and support TDBG charity and community initiatives **Education & Experience:** + 4-year degree or the equivalent experience + 3 years related experience in a production or client support capacity (i.e. track record of high client satisfaction and retention) required + Securities Licensed: Series 7, 63 + 65 or 66 + Understanding of HNW client needs and products and services available to clients within the segment + Consultative sales experience preferred + Ability to establish relationships and partner effectively with other departments within TD Wealth and TD Bank, America's Most Convenient Bank + Personalized customer service skills, including ability to work with wide variety of clients and provide an exceptional level of service + Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up + to date in a timely manner + Excellent communication skills, both verbal and written + Proficiency in Microsoft Applications (PowerPoint, Excel, Word) + Membership in civic and professional organizations required after employment + Ability to multitask and manage competing priorities effectively + Ability to work within a highly collaborative team environment **Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the well-being of TD, its Customers and stakeholders + Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity + Models quality service delivery at every interaction + Leads and contributes to the ongoing improvement of the partner / Customer experience **Employee/Team Accountabilities:** + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience + Participates fully as a member of the team and contribute to a positive work environment + May provide leadership, training, and guidance to other team members + Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest + Actively shares information and knowledge, and proactively learn from the expertise of others **OCC Language:** + This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36. + Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. + Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel – Occasional + International Travel – NeverNever + Performing sedentary work – Continuous + Performing multiple tasks – Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds – Occasional + Sitting – Continuous + Standing – Occasional + Walking – Occasional + Moving safely in confined spaces – Occasional + Lifting/Carrying (under 25 lbs.) – Occasional + Lifting/Carrying (over 25 lbs.) – Never + Squatting – Occasional + Bending – Occasional + Kneeling – Never + Crawling – Never + Climbing – Never + Reaching overhead – Never + Reaching forward – Occasional + Pushing – Never + Pulling – Never + Twisting – Never + Concentrating for long periods of time – Continuous + Applying common sense to deal with problems involving standardized situations – Continuous + Reading, writing and comprehending instructions – Continuous + Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (http://hrportal.ehr.com/tdtotalrewards) **Additional Information:** We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. **Interview Process** We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.New York, NYR_1473013New YorkNYNone9E93BDEA4DE7408BA3412AEED19F69BAhttps://xerox.jobs/9E93BDEA4DE7408BA3412AEED19F69BA23New YorkBank of AmericaUnited StatesUSA2026-02-11 04:36:58Client Outreach Manager - Director New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Client-Outreach-Manager---Director\_26003906) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Client-Outreach-Manager---Director\_26003906) Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Client-Outreach-Manager---Director\_26003906) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Client-Outreach-Manager---Director\_26003906) **Job Description:** **The Function** The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. **The Role** The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. **Role Responsibilities** + Outreach to clients requesting and collecting KYC documentation + Assign Outreach contacts and serve as the key point of contact for relevant Clients as well as Bankers, Operations, Risk and other internal functions + Partners with KYC support to review, challenge and communicate the KYC refresh forecast including any considerations as it relates to internal capacity as well as client population considerations + Drive ownership of client engagement and work across Lines of Business to close relationship coverage gaps, if any + Establishing and owning team/stakeholder routines to maintain transparency of progress, expectations, and provide a forum for escalations across industry coverage + Drives the organization and recording of client contacts in appropriate systems of record + Own any requirements as it relates to client-related discussions in internal governance routines within the FLU and those governed by support partners + Oversees and resolves the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts + Consolidate client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes across lines of business and regions + Raise process issues and improvements that collectively help our clients + Partner with colleagues in Banking, Sales,, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed + Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue + Own the Outreach of both periodic refreshes as well as remediation and associated programs + Own the Outreach of jurisdictionally or regionally stringent requirements where needed + Own timely collection of client required documentation, including follow ups where needed + Ensure voice of the client is heard while adhering to policies, laws, rules and regulations + Consider, propose or feedback on potential client portals or improved methods of interaction + Own performance metrics, and ensure any exceptions are resolved within required timeframes + Master customer due diligence (CDD) requirements and guide clients as needed to comply + Drives the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply + Represent Outreach onexam/audit/regulatorymanagement from a FLU perspective, where needed + Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities + Ensure hiring and mobility adhere to the KYC FLU location strategy + Embrace a collaborative and output oriented culture **Required Skills** + Bachelor's degree or equivalent work experience + 10+ years experience in a client facing role within the financial services or a related industry + Preferred: Certified Anti-Money Laundering Specialist (“CAMS”) + Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions + Must demonstrate a strong client focus + Demonstrable ability to work across lines of business, regions and global client groups + Understands how the client book fits into the overall business growth strategy + Understand big picture and ability to work well independently + Ability to initiate and build strong relationships with all levels of the organization + Excellent interpersonal skills for motivation, collaboration and encouragement + Professional Demeanor: Demonstrating patience, composure, and positive attitude. + Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems. + Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness. + Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision. + Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail + Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. **View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.New York, NYJR-26003906New YorkNYNone876ACCF7EA474EF4AF9766BE98642936https://xerox.jobs/876ACCF7EA474EF4AF9766BE9864293623New RochelleJPMorgan ChaseUnited StatesUSA2026-02-09 03:41:35At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New Rochelle,NY $66,300.00 - $66,300.00New Rochelle, NY210704849New YorkNYNoneC186AFDB85D947D8AB6F6B8946D8640Ahttps://xerox.jobs/C186AFDB85D947D8AB6F6B8946D8640A23ScarsdaleJPMorgan ChaseUnited StatesUSA2026-02-09 03:41:31At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Scarsdale, NY $64,380.00 - $64,380.00Scarsdale, NY210704851New YorkNYNone67BC216B99074944AED5445DA9033CA4https://xerox.jobs/67BC216B99074944AED5445DA9033CA423New YorkU.S. BankUnited StatesUSA2026-02-06 03:39:53At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs. Basic Qualifications - Bachelor's degree, or equivalent work experience - Seven to ten years of commercial banking experience Preferred Skills/Experience - Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures - Strong relationship management and business development abilities, with thorough knowledge of credit products - Strong analytical and problem-solving skills - Ability to work effectively with individuals and groups across the company to manage customer relationships - Well-developed written communication and verbal presentation skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,260.00 - $155,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2025-0029547New YorkNYNone59E3E4BDEA42450A9C71FDF33D82E155https://xerox.jobs/59E3E4BDEA42450A9C71FDF33D82E15523New YorkCitizensUnited StatesUSA2026-02-01 06:38:56 Description As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues. Ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for exercising discretion and applying independent judgement with respect to matters of significance on a daily basis. Primary responsibilities include + Hire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid/year-end reviews, etc.) + Develop and implement new career path roles and opportunities within Client Service + Partner with Wealth Managers to understand their business and pipeline in order to help optimize best practices and implement appropriate support models + Identify, escalate and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies and harmonize workflows and expectations across the firm + Assist with the onboarding and integration of new Advisor Teams + Handle day to day questions and manage the escalation of “sensitive and timely” issues (client complaints, fraud, KYC red flags) + Perform duties and responsibilities as required Qualifications, Education, Certifications and/or Other Professional Credentials + Required Qualifications + 5+ years of related experience + BS/BA degree in Business, Finance or related field or equivalent experience + Series 7/66 Licenses required + Series 9/10 or 24 highly preferred (must obtain within 90 days of employment) + Excellent communication and interpersonal skills + Strong presentation skills + Proven self-starter with the ability to think and work autonomously + Ability to work with a sense of ambiguity + Ability to collaborate with internal partners + Excellent written and verbal skills with careful attention to detail + Proficient in Microsoft office applications with an intermediate to expert skill level in Excel and PowerPoint + Preferred Qualifications + Experience with platform implementation preferred + Project management experience preferred Pay Transparency The salary range for this position is $145,000 - $180,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits . Hours & Work Schedule + Hours per Week: 40 + Work Schedule: Monday - Friday #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 06/26/2026New York, NY43793New YorkNYNone8BFF018E60D4464F807E6B7DB63ED370https://xerox.jobs/8BFF018E60D4464F807E6B7DB63ED37023New YorkJPMorgan ChaseUnited StatesUSA2026-02-01 02:58:35Step into a dynamic role where you'll drive strategic projects and partner with senior leaders to solve critical business challenges in Asset Management. As a Management Associate supporting the Head of Client Service Asset Management - Americas, you will work with senior leaders and internal business managers to execute key strategic projects and assist with solving day-to-day business issues. **Job responsibilities** + Partner with business groups to define needs, manage projects, and carry out important initiatives to achieve both immediate and long-term goals + Analyze data, processes, and team structures to identify risks, gaps, and opportunities for improvement + Coordinate annual planning and ongoing financial management, including headcount and travel budgets, while resolving issues with internal partners + Communicate priorities, processes, and initiatives clearly; organize and participate in leadership meetings, manage follow-ups, and draft internal communications + Prepare and manage presentations, outlines, and content for internal and external meetings, including Quarterly Business Reviews and Town Halls + Proactively propose and implement process improvements, data-driven insights, and innovative solutions to enhance client service and operational efficiency + Work independently and collaboratively, prioritize tasks, meet deadlines, maintain confidentiality, and engage effectively with all levels of management **Required qualifications, capabilities, and skills** + 3+ years' experience + Strong interpersonal and communication skills (written and oral) with ability to deliver messages clearly and succinctly with all levels of management + Strong organizational and project management skills with proven execution abilities + Skilled in financial and quantitative analysis + Expertise with Excel (e.g., managing large amounts of data, complex data manipulation using pivot tables, formulas, etc.) + Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetings + Comfortable with ambiguity and a dynamic work environment, with strong initiative, energy and analytical ability to complete projects with limited supervision **Preferred qualifications, capabilities, and skills** + Exposure/involvement in one or more of the various Asset Management businesses, a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $85,500.00 - $150,000.00 / yearNew York, NY210705942New YorkNYNone7EB11066C5F24744BC54147095761BEFhttps://xerox.jobs/7EB11066C5F24744BC54147095761BEF23New YorkJPMorgan ChaseUnited StatesUSA2026-01-29 02:23:59At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. **Job responsibilities** + Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. + Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includesregularly engaging in in-person consultations with prospects and clients at their places of business and other locations. + Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. + Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. + Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. + Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. + Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. + Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. **Required qualifications, capabilities, and skills** + Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. + Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. + Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. + Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. + The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. **Preferred qualifications, capabilities, and skills** + Hold a college degree or military equivalent. **Federal Deposit Insurance Act:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. **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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx 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 **Base Pay/Salary** New York,NY $150,000.00 - $150,000.00 / yearNew York, NY210705640New YorkNYNoneB83DAC69BCF04B58815B9FDA9E74B8E6https://xerox.jobs/B83DAC69BCF04B58815B9FDA9E74B8E623New YorkJPMorgan ChaseUnited StatesUSA2026-01-24 03:17:19At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New York, NY $66,360.00 - $66,360.00New York, NY210704277New YorkNYNoneA90BD240833B42FFA66A6A72BCC2DAD7https://xerox.jobs/A90BD240833B42FFA66A6A72BCC2DAD723BrooklynJPMorgan ChaseUnited StatesUSA2026-01-17 03:03:43At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Bilingual Chinese Mandarin/Cantonese + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Brooklyn, NY $66,360.00 - $66,360.00Brooklyn, NY210701328New YorkNYNone50728E5072C24CC6BF344E69D9C8E7D1https://xerox.jobs/50728E5072C24CC6BF344E69D9C8E7D123QueensJPMorgan ChaseUnited StatesUSA2026-01-17 02:36:44At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Bilingual Chinese Mandarin/Cantonese + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Queens, NY $66,360.00 - $66,360.00Queens, NY210700820New YorkNYNone3D9D81270DA94DB8B5A650C248A0B928https://xerox.jobs/3D9D81270DA94DB8B5A650C248A0B92823QueensJPMorgan ChaseUnited StatesUSA2026-01-17 02:36:44At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Queens, NY $66,360.00 - $66,360.00Queens, NY210700832New YorkNYNone4685328B271D4E9F8CC71B44CF0CB479https://xerox.jobs/4685328B271D4E9F8CC71B44CF0CB47923OswegoJPMorgan ChaseUnited StatesUSA2026-01-17 02:36:44At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Oswego, NY $66,360.00 - $66,360.00Oswego, NY210701513New YorkNYNone5747339CE1064523BAB018DC0AB1B93Ehttps://xerox.jobs/5747339CE1064523BAB018DC0AB1B93E23BrooklynJPMorgan ChaseUnited StatesUSA2026-01-17 02:36:44At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment + Reading and speaking in both English and Russian fluently is required for this role **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Brooklyn, NY $66,360.00 - $66,360.00Brooklyn, NY210701415New YorkNYNone6807BD28EFA24F398D4F361C3DEFE412https://xerox.jobs/6807BD28EFA24F398D4F361C3DEFE41223BrooklynJPMorgan ChaseUnited StatesUSA2026-01-17 02:36:44At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment + Reading and speaking in both English and Hebrew fluently is required for this role **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Brooklyn, NY $66,360.00 - $66,360.00Brooklyn, NY210701336New YorkNYNoneA802C707100943DAA87B22CCE55DA95Ahttps://xerox.jobs/A802C707100943DAA87B22CCE55DA95A23QueensJPMorgan ChaseUnited StatesUSA2026-01-17 02:36:43At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Queens, NY $66,360.00 - $66,360.00Queens, NY210700184New YorkNYNone5D3DD88D880F4D7F919CFD353C413638https://xerox.jobs/5D3DD88D880F4D7F919CFD353C41363823Staten IslandJPMorgan ChaseUnited StatesUSA2026-01-16 03:56:13At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Staten Island, NY $66,360.00 - $66,360.00Staten Island, NY210701467New YorkNYNone77B0A36B68D24268A74280ACB7680A01https://xerox.jobs/77B0A36B68D24268A74280ACB7680A0123BrooklynJPMorgan ChaseUnited StatesUSA2026-01-12 05:26:07At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Brooklyn, NY $66,360.00 - $66,360.00Brooklyn, NY210700163New YorkNYNoneAF6C89B59DBA4824BB59344212B1DFB5https://xerox.jobs/AF6C89B59DBA4824BB59344212B1DFB523BrooklynJPMorgan ChaseUnited StatesUSA2026-01-12 05:26:06At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Brooklyn, NY $66,360.00 - $66,360.00Brooklyn, NY210698569New YorkNYNoneC18011F186384855AA62A8F5CFC880A2https://xerox.jobs/C18011F186384855AA62A8F5CFC880A223New YorkJPMorgan ChaseUnited StatesUSA2026-01-10 02:59:59At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New York, NY $66,360.00 - $66,360.00New York, NY210698954New YorkNYNone1122107B0FF5455297C35B9EE5576527https://xerox.jobs/1122107B0FF5455297C35B9EE557652723New YorkU.S. BankUnited StatesUSA2026-01-07 04:44:33At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. **Job Description** The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs. Basic Qualifications - Bachelor's degree, or equivalent work experience - Four to six years of relevant experience Preferred Skills/Experience - Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products - Strong relationship management and business development skills - Strong analytical and problem-solving skills - Effective presentation, verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**New York, NY2025-0029912New YorkNYNone741167F56FA64B4C8133E8BE72AF393Ahttps://xerox.jobs/741167F56FA64B4C8133E8BE72AF393A23SyracuseJPMorgan ChaseUnited StatesUSA2025-12-11 05:04:50At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Syracuse, NY $64,380.00 - $64,380.00Syracuse, NY210658098New YorkNYNone7B6593A74B084C318C3C25EDFA8E61E4https://xerox.jobs/7B6593A74B084C318C3C25EDFA8E61E423New YorkStantecUnited StatesUSA2025-12-02 19:54:16Communities everywhere share the need for clean water. And as they work to meet that need, they’re facing new, more complex challenges every day. Our water professionals collaborate to contribute innovative ideas, guided by scientific rigor and a vision for sustainable growth. Every day, we’re helping communities improve, reuse, and protect our world’s most precious resource. Join our team to deliver transformational projects that will benefit future generations. Grow with us, H2O+U. Your Opportunity Our Water division brings together leading engineers and scientists to approach water as a unified, integrated system. We offer comprehensive water and wastewater services that span the entire lifecycle of infrastructure solutions, including the design and rehabilitation of pump stations, drinking water and wastewater treatment facilities, and stormwater management systems. Additionally, we implement innovative resiliency projects to assist communities in adapting to climate change, safeguarding essential assets, and maintaining reliable service under extreme conditions. With a foundation in expertise and innovation, we support communities in conserving and reusing water for future generations. We are currently recruiting a dedicated Client Account Manager (CAM) for our New York City office. The CAM will provide leadership in both business development and project execution for NYC agencies and other regional clients. Key responsibilities include supporting project managers, facilitating cross-business line selling efforts, promoting resource sharing, and securing as well as managing project delivery. The CAM is instrumental in advancing Stantec’s growth and reputation within New York City by consistently delivering innovative, high-quality solutions that surpass client expectations. Your Key Responsibilities You will work with a diverse team of water management professionals to support all consulting tasks: acquiring, delivering, and managing projects. - Assist in marketing Stantec’s water infrastructure services. - Identify industry trends and use your expertise to engage clients and generate opportunities. - Create and maintain effective client account management plans. - Collaborate with marketing and business development to pursue new water and wastewater projects. - Participate actively in proposal decisions and development, working closely with the marketing team. - Represent Stantec at regional and national industry groups to promote our brand and experts. - Provide high-quality consultation on water and wastewater infrastructure. - Respond to client needs as a senior project manager or client service lead. - Apply your knowledge to projects involving water collection, conveyance, storage, pumping, and treatment. - Use Stantec resources for successful technical outcomes. - Coordinate with internal teams, clients, agencies, and subcontractors. - Lead and mentor water professionals. - Support team growth through training, client engagement, and professional development. - Supervise and mentor staff for career advancement. - Lead teams according to Stantec’s core values and make sound decisions for staff, clients, and business success. Education, Experience, and Credentials - Bachelor’s degree in civil/environmental engineering, water resources engineering, or a related field. - A minimum of 15 years of relevant professional experience in public and municipal sectors associated with the planning, design, and/or construction of water infrastructure projects. - Licensed Professional Engineer (PE) in New York or ability to obtain within one year. - Knowledge of water policies, programs, and regulations relevant to New York City. - Excellent written and verbal communication skills, including ability to convey complex issues to a variety of audiences, required. - Strong client relationships and experience with New York City Department of Environmental Protection and related agencies and stakeholders. - Geographically based in New York City area, or willingness to relocate. This description is not a comprehensive listing of activities, duties or responsibilities that may be required of the employee and other duties, responsibilities and activities may be assigned or may be changed at any time with or without notice. Stantec is a place where the best and brightest come to build on each other’s talents, do exciting work, and make an impact on the world around us. Join us and redefine your personal best. **Pay Range:** • Locations in NYC & CA (Bay Area) & NJ (RP)-$162,000.00 - $243,100.00 Annually **Pay Transparency:** In compliance with pay transparency laws, pay ranges are provided for positions in locations where required. Please note, the final agreed upon compensation is based on individual education, qualifications, experience, and work location. At Stantec certain roles are bonus eligible. Actual compensation for part-time roles will be pro-rated based on the agreed number of working hours per week. **Benefits Summary:** Regular full-time and part-time employees (working at least 20 hours per week) have access to medical, dental, and vision plans, a wellness program, health saving accounts, flexible spending accounts, 401(k) plan, employee stock purchase program, life and accidental death & dismemberment (AD&D) insurance, short-term/long-term disability plans, emergency travel benefits, tuition reimbursement, professional membership fee coverage and paid family leave. Regular full-time and part-time employees will receive ten paid holidays in each calendar year. In addition, employees will be eligible to accrue vacation between 10 and 20 days per year and eligible for paid sick leave (and if more generous, in accordance with state and local law). Temporary/casual employees have access to 401(k) plans, employee stock purchase program, and paid leave, in accordance with state and local law. The benefits information listed above may not apply to union positions because benefits for such positions are governed by applicable collective bargaining agreements **Primary Location:** United States | NY | New York **Organization:** 1951 Water-US Northeast-New York NY **Employee Status:** Regular **Business Justification:** New Position **Travel:** No **Schedule:** Full time **Job Posting:** 14/05/2026 01:05:16 **Req ID:** 1003030 Stantec provides equal employment opportunities to all qualified employees and applicants for future and current employment and prohibit discrimination on the grounds of race, colour, religion, sex, national origin, age, marital status, genetic information, disability, sexual orientation, gender identity or gender expression. We prohibit discrimination in decisions concerning recruitment, hiring, referral, promotion, compensation, fringe benefits, job training, terminations or any other condition of employment. Stantec is in compliance with laws and regulations and ensures equitable opportunities in all aspects of employment. At Stantec we are committed to ensuring our recruitment process is accessible to all. If you require reasonable adjustments to be made during the recruitment process then please inform a member of our Talent Acquisition team.New York, NY1003030New YorkNYNone64631E9E325840C4915A15C0C4AF442Ehttps://xerox.jobs/64631E9E325840C4915A15C0C4AF442E23New YorkJPMorgan ChaseUnited StatesUSA2025-11-21 02:57:35At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New York,NY $28.85 - $39.90 / hourNew York, NY210687431New YorkNYNoneC24CB2D2850B49A997AD4F7EC3C1955Ahttps://xerox.jobs/C24CB2D2850B49A997AD4F7EC3C1955A23Mount VernonJPMorgan ChaseUnited StatesUSA2025-11-09 05:26:15At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Mount Vernon, NY $64,380.00 - $64,380.00Mount Vernon, NY210684155New YorkNYNone9A498A43380944DA974A2F3B68055CA5https://xerox.jobs/9A498A43380944DA974A2F3B68055CA523New YorkJPMorgan ChaseUnited StatesUSA2025-10-30 05:16:20The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing client's wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell JPMorgan Chase wealth management services, and ensure the client's wealth needs are being met. Your new business generation will come from three primary sources: + Bank-referred opportunities + Existing wealth clients + Your own business development efforts You will take the lead in uncovering and pursuing wealth management opportunities of existing Bank clients. You will also partner with wealth advisors to help consolidate the assets of existing wealth clients. You are encouraged to generate self-sourced business as well. Client Specialists do not manage client investments or ongoing relationships. **Job Responsibilities** + Collaborate with bankers to identify and prioritize opportunities for new wealth relationships + Engage with Wealth Advisors on deepening existing wealth relationships + Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and clients. + Deliver initial wealth management counsel to prospects and clients based on their specific situation. + Recommend customized wealth solutions and the right team to serve the client's wealth needs. + Effectively advance opportunities presented through a focused sales process. + Generate new assets under management from Bank-referred opportunities, existing wealth clients, and self-sourced business development efforts + Keep abreast of trends and strategies in wealth management **Required qualifications, capabilities, and skills** + College graduate with 7+ years of industry experience and holds the Series 7 and 66 (or 63/65) Licenses + Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients. + A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas. + A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization. + Excellent communication and presentation skills, both written and verbal. + A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior. **Preferred qualifications, capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. 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 **Base Pay/Salary** New York,NY $170,000.00 - $260,000.00 / yearNew York, NY210676973New YorkNYNoneBD6BA0B098864697BA00AA9F1F4FFB04https://xerox.jobs/BD6BA0B098864697BA00AA9F1F4FFB0423JerichoEYUnited StatesUSA2025-10-16 23:58:19Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The Opportunity** When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. **Your Key Responsibilities** You will work independently to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Tax Projects including but not limited to implementation of new tax laws complex analysis of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended solutions via research and/or position development. Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision. Perform research and analysis on related accounting and tax issues. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services. **Responsibilities include:** + Prepare complex financial closings, tax compliance filings and other business analysis + Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Manage client relationship by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans + Manage engagements and teams to drive Service Quality across all aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Support the acquisition of new clients through participation in business pursuit calls and presentations + Develop, document, and gain cross functional alignment on processes to support clients and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide effective leadership, feedback, and coaching to team members + Mentor/coach team members to develop technical and leadership capabilities **Skills and Attributes for Success** + The ability to solve complex problems and interpret internal or external business issues and recommend solutions + Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates + Ability to lead projects. Employee works independently, with guidance in only the most complex situations. + Incumbent has specialized depth and/or breadth of expertise + Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution + Manage internal and external client relationships and professional network to support client retention and new business development + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics **To qualify for the role you must have:** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + CPA, EA, or licensed attorney + Minimum of 5 years of experience in a professional services or tax services organization + Strong attention to detail + Good written & verbal communication skills + Proven conceptual and analytical ability + Proficient using Microsoft products such as Excel, Word, and Power Point + Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism + Proficient in the use of various tax and accounting technologies + Possess and apply a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments **Ideally, you’ll also have:** + Strong analytical skills and attention to detail + The ability to adapt your work style to work with both internal and client team members **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $90,300 to $165,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $108,500 to $188,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Jericho, NY1652962New YorkNYNoneB1C7488197464E31A128D0BB27CE5317https://xerox.jobs/B1C7488197464E31A128D0BB27CE531723AlbanyEYUnited StatesUSA2025-10-16 23:58:15Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The Opportunity** When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. **Your Key Responsibilities** You will work independently to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Tax Projects including but not limited to implementation of new tax laws complex analysis of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended solutions via research and/or position development. Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision. Perform research and analysis on related accounting and tax issues. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services. **Responsibilities include:** + Prepare complex financial closings, tax compliance filings and other business analysis + Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Manage client relationship by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans + Manage engagements and teams to drive Service Quality across all aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Support the acquisition of new clients through participation in business pursuit calls and presentations + Develop, document, and gain cross functional alignment on processes to support clients and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide effective leadership, feedback, and coaching to team members + Mentor/coach team members to develop technical and leadership capabilities **Skills and Attributes for Success** + The ability to solve complex problems and interpret internal or external business issues and recommend solutions + Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates + Ability to lead projects. Employee works independently, with guidance in only the most complex situations. + Incumbent has specialized depth and/or breadth of expertise + Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution + Manage internal and external client relationships and professional network to support client retention and new business development + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics **To qualify for the role you must have:** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + CPA, EA, or licensed attorney + Minimum of 5 years of experience in a professional services or tax services organization + Strong attention to detail + Good written & verbal communication skills + Proven conceptual and analytical ability + Proficient using Microsoft products such as Excel, Word, and Power Point + Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism + Proficient in the use of various tax and accounting technologies + Possess and apply a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments **Ideally, you’ll also have:** + Strong analytical skills and attention to detail + The ability to adapt your work style to work with both internal and client team members **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $90,300 to $165,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $108,500 to $188,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Albany, NY1652962New YorkNYNone91E7C34CD165481486E9F320EF24BB60https://xerox.jobs/91E7C34CD165481486E9F320EF24BB6023BuffaloEYUnited StatesUSA2025-10-16 23:58:14Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The Opportunity** When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. **Your Key Responsibilities** You will work independently to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Tax Projects including but not limited to implementation of new tax laws complex analysis of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended solutions via research and/or position development. Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision. Perform research and analysis on related accounting and tax issues. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services. **Responsibilities include:** + Prepare complex financial closings, tax compliance filings and other business analysis + Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Manage client relationship by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans + Manage engagements and teams to drive Service Quality across all aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Support the acquisition of new clients through participation in business pursuit calls and presentations + Develop, document, and gain cross functional alignment on processes to support clients and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide effective leadership, feedback, and coaching to team members + Mentor/coach team members to develop technical and leadership capabilities **Skills and Attributes for Success** + The ability to solve complex problems and interpret internal or external business issues and recommend solutions + Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates + Ability to lead projects. Employee works independently, with guidance in only the most complex situations. + Incumbent has specialized depth and/or breadth of expertise + Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution + Manage internal and external client relationships and professional network to support client retention and new business development + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics **To qualify for the role you must have:** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + CPA, EA, or licensed attorney + Minimum of 5 years of experience in a professional services or tax services organization + Strong attention to detail + Good written & verbal communication skills + Proven conceptual and analytical ability + Proficient using Microsoft products such as Excel, Word, and Power Point + Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism + Proficient in the use of various tax and accounting technologies + Possess and apply a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments **Ideally, you’ll also have:** + Strong analytical skills and attention to detail + The ability to adapt your work style to work with both internal and client team members **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $90,300 to $165,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $108,500 to $188,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Buffalo, NY1652962New YorkNYNone811D99191804462EBE60AA58E657C15Fhttps://xerox.jobs/811D99191804462EBE60AA58E657C15F23TroyEYUnited StatesUSA2025-10-16 23:58:14Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The Opportunity** When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. **Your Key Responsibilities** You will work independently to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Tax Projects including but not limited to implementation of new tax laws complex analysis of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended solutions via research and/or position development. Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision. Perform research and analysis on related accounting and tax issues. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services. **Responsibilities include:** + Prepare complex financial closings, tax compliance filings and other business analysis + Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Manage client relationship by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans + Manage engagements and teams to drive Service Quality across all aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Support the acquisition of new clients through participation in business pursuit calls and presentations + Develop, document, and gain cross functional alignment on processes to support clients and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide effective leadership, feedback, and coaching to team members + Mentor/coach team members to develop technical and leadership capabilities **Skills and Attributes for Success** + The ability to solve complex problems and interpret internal or external business issues and recommend solutions + Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates + Ability to lead projects. Employee works independently, with guidance in only the most complex situations. + Incumbent has specialized depth and/or breadth of expertise + Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution + Manage internal and external client relationships and professional network to support client retention and new business development + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics **To qualify for the role you must have:** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + CPA, EA, or licensed attorney + Minimum of 5 years of experience in a professional services or tax services organization + Strong attention to detail + Good written & verbal communication skills + Proven conceptual and analytical ability + Proficient using Microsoft products such as Excel, Word, and Power Point + Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism + Proficient in the use of various tax and accounting technologies + Possess and apply a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments **Ideally, you’ll also have:** + Strong analytical skills and attention to detail + The ability to adapt your work style to work with both internal and client team members **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $90,300 to $165,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $108,500 to $188,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Troy, NY1652962New YorkNYNone82E7F07224CE4B31BC1F795C1D78EC5Ehttps://xerox.jobs/82E7F07224CE4B31BC1F795C1D78EC5E23RochesterEYUnited StatesUSA2025-10-16 23:58:09Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The Opportunity** When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. **Your Key Responsibilities** You will work independently to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Tax Projects including but not limited to implementation of new tax laws complex analysis of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended solutions via research and/or position development. Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision. Perform research and analysis on related accounting and tax issues. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services. **Responsibilities include:** + Prepare complex financial closings, tax compliance filings and other business analysis + Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Manage client relationship by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans + Manage engagements and teams to drive Service Quality across all aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Support the acquisition of new clients through participation in business pursuit calls and presentations + Develop, document, and gain cross functional alignment on processes to support clients and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide effective leadership, feedback, and coaching to team members + Mentor/coach team members to develop technical and leadership capabilities **Skills and Attributes for Success** + The ability to solve complex problems and interpret internal or external business issues and recommend solutions + Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates + Ability to lead projects. Employee works independently, with guidance in only the most complex situations. + Incumbent has specialized depth and/or breadth of expertise + Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution + Manage internal and external client relationships and professional network to support client retention and new business development + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics **To qualify for the role you must have:** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + CPA, EA, or licensed attorney + Minimum of 5 years of experience in a professional services or tax services organization + Strong attention to detail + Good written & verbal communication skills + Proven conceptual and analytical ability + Proficient using Microsoft products such as Excel, Word, and Power Point + Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism + Proficient in the use of various tax and accounting technologies + Possess and apply a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments **Ideally, you’ll also have:** + Strong analytical skills and attention to detail + The ability to adapt your work style to work with both internal and client team members **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $90,300 to $165,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $108,500 to $188,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Rochester, NY1652962New YorkNYNone638615B246554F58988D93B9E67A3F14https://xerox.jobs/638615B246554F58988D93B9E67A3F1423New YorkEYUnited StatesUSA2025-10-16 23:58:05Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The Opportunity** When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. **Your Key Responsibilities** You will work independently to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Tax Projects including but not limited to implementation of new tax laws complex analysis of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended solutions via research and/or position development. Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision. Perform research and analysis on related accounting and tax issues. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services. **Responsibilities include:** + Prepare complex financial closings, tax compliance filings and other business analysis + Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Manage client relationship by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans + Manage engagements and teams to drive Service Quality across all aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Support the acquisition of new clients through participation in business pursuit calls and presentations + Develop, document, and gain cross functional alignment on processes to support clients and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide effective leadership, feedback, and coaching to team members + Mentor/coach team members to develop technical and leadership capabilities **Skills and Attributes for Success** + The ability to solve complex problems and interpret internal or external business issues and recommend solutions + Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates + Ability to lead projects. Employee works independently, with guidance in only the most complex situations. + Incumbent has specialized depth and/or breadth of expertise + Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution + Manage internal and external client relationships and professional network to support client retention and new business development + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics **To qualify for the role you must have:** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + CPA, EA, or licensed attorney + Minimum of 5 years of experience in a professional services or tax services organization + Strong attention to detail + Good written & verbal communication skills + Proven conceptual and analytical ability + Proficient using Microsoft products such as Excel, Word, and Power Point + Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism + Proficient in the use of various tax and accounting technologies + Possess and apply a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments **Ideally, you’ll also have:** + Strong analytical skills and attention to detail + The ability to adapt your work style to work with both internal and client team members **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $90,300 to $165,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $108,500 to $188,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .New York, NY1652962New YorkNYNone40BF3F29924E41E78F92ED927C099334https://xerox.jobs/40BF3F29924E41E78F92ED927C09933423New YorkJPMorgan ChaseUnited StatesUSA2025-10-03 05:12:16At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New York, NY $66,360.00 - $66,360.00New York, NY210673070New YorkNYNoneD2D6CFBA2C904CE1A09B6C5F9ABD31EChttps://xerox.jobs/D2D6CFBA2C904CE1A09B6C5F9ABD31EC23MonroeJPMorgan ChaseUnited StatesUSA2025-09-25 02:56:21At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Monroe, NY $64,380.00 - $64,380.00Monroe, NY210669456New YorkNYNoneAD998409ABD64ECD96BB5ECD8C735FC3https://xerox.jobs/AD998409ABD64ECD96BB5ECD8C735FC323NanuetJPMorgan ChaseUnited StatesUSA2025-09-07 04:27:38At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Nanuet, NY $64,380.00 - $64,380.00Nanuet, NY210664415New YorkNYNone5EC9B4B1870145AA8D5C56FEE64CF601https://xerox.jobs/5EC9B4B1870145AA8D5C56FEE64CF60123New YorkJPMorgan ChaseUnited StatesUSA2025-09-06 05:46:14At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New York, NY $66,360.00 - $66,360.00New York, NY210663838New YorkNYNone78B26B160E5642EDA52690ED26992C39https://xerox.jobs/78B26B160E5642EDA52690ED26992C3923New YorkJPMorgan ChaseUnited StatesUSA2025-09-05 06:10:40At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New York, NY $64,380.00 - $64,380.00New York, NY210662144New YorkNYNone4590DD732F2E4DF9A0F71C9A652F0AAEhttps://xerox.jobs/4590DD732F2E4DF9A0F71C9A652F0AAE23New YorkM&T BankUnited StatesUSA2025-08-28 00:35:40**Overview:** Serves as a member of the Management Development Program (MDP) and participates in ten weeks of Core Training and one year of On-the-Job (OJT) training. Core Training responsibilities include participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two group project assignments. OJT responsibilities vary by department and are assigned by the department manager. The position may be responsible for additional projects as assigned by the department manager or Leadership Development Manager-MDP. **Department Description:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth and Ultra-High Net Worth client relationships in Wealth Management. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy **_._** Resolves the more routine service issues within the team. **Department Responsibilities** **:** + Service the daily transaction needs of wealth clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a timely manner and to the satisfaction of the client. + Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from the Client Team. Resolve routine service issues, with the goal of exceeding client expectations (with the goal of retaining and expanding client relationships). + Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials. + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion of existing client relationships. **Primary Program Responsibilities:** + Participate in and complete a one-year long, non-rotational training program while creating and adding value to assigned department. Receive job specific training, general training in banking, communication and leadership, and personalized coaching and feedback. Performance measures may include several objective test scores, peer and sponsor feedback from group projects, facilitator feedback, Leadership Development Manager-MDP feedback, Department Manager feedback, final assessment score, and year-end performance appraisal from Department Manager and Leadership Development Manager-MDP. + Core Training - Participate in ten weeks of training throughout the one-year assignment to learn banking, basic financial skills, technical skills, and leadership/interpersonal skills. Develop a solid understanding of banking functions, processes, and operations. + Group Projects - Participate in two group project assignments, working with a team of their peers to build relationships within their teams as well as with project sponsors, internal and external contacts, and senior management. Teams make a presentation to senior management at the conclusion of each project providing recommendations and potential project solutions. + On-the-Job Training - The fundamental skills taught in core training are combined with On-the-Job training based on the incumbent's assignment. Job specific training teaches departmental policies, procedures, systems, and products. Upon completion of MDP, all incumbents attain basic skills necessary to become entry-level professionals and/or managers in their assigned department. + Complete tasks in a manner that are compliant with applicable laws and regulations and/or that serve to help the Company be in compliance with laws and regulations that apply to the business line the position supports. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. + Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The Management Development Program is a non-rotational, one-year training program for recent college graduates where participants learn sales, accounting, project management and leadership skills depending upon their career track. Various methods of training include classroom study, divisional orientations, and teamwork on group projects. These fundamentals are coupled with on-the-job training to allow for immediate application in the area for which the participant has been hired. **Supervisory/ Managerial Responsibilities:** Not Applicable. **Education and Experience Required:** + Bachelor's Degree candidate at a school where M&T Bank recruits MDPs (or an MBA student with no work experience). + Outstanding academic credentials (GPA of 3.0 or better). + Up to 1 years' work experience. + Outstanding written and verbal communication skills. + Demonstrated interpersonal skills. + Demonstrated analytical skills. + Demonstrated computer skills. + Demonstrated presentation skills. + Demonstrated leadership abilities. + Work/internship experience. + Work Visa Sponsorship not offered for this role M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $29.57 - $43.99 per hour. The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location:** New York, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.New York, NYR78873New YorkNYNone8CD5FB0B77B84691AE28F19A01955D9Chttps://xerox.jobs/8CD5FB0B77B84691AE28F19A01955D9C23New YorkJPMorgan ChaseUnited StatesUSA2025-08-09 06:13:13At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New York,NY $66,360.00 - $66,360.00New York, NY210655049New YorkNYNone6502B7F16A5342B4913FADC4847B03EChttps://xerox.jobs/6502B7F16A5342B4913FADC4847B03EC23New YorkJPMorgan ChaseUnited StatesUSA2025-07-12 03:44:33JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. You will play a key role in marketing mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for the financial industry. **Job Responsibilities:** + Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' needs the focus + Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation + Convey the thought leadership of our Market Insights team to aid clients' understanding of the ever-changing market landscape + Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team **Required Qualifications, Capabilities, and Skills** + Bachelor's degree + Self-starter with passion for sales and the financial markets + Proven results shown through sustainable achievement in a competitive environment + Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace + Capacity to build relationships across entire organization and with our partner firms + Series 7 and Series 63 **Preferred Qualifications, Capabilities, and skills** + Two years of financial service experience preferred and/or related sales leadership experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $70,000 - $70,000New York, NY210645140New YorkNYNone387C0ACEF2A047638FB4394FA7F88F3Ehttps://xerox.jobs/387C0ACEF2A047638FB4394FA7F88F3E23JerichoEYUnited StatesUSA2025-07-08 23:54:13Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Support new and existing client relationships + Provide compliance and consulting delivery services to meet deadlines for client deliverables + Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks + Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Develop, document, and gain cross functional alignment on processes to support processes and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide professional direction and day-to-day supervision to staff members + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to staff **Skills and attributes for success** + Experience identifying tax related issues and developing recommended solutions via research and/or position development + Experience interacting with clients on a regular basis in the delivery of services + Experience managing team members delivering tax consulting and compliance projects for clients + Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations + Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments and deadlines simultaneously + Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Excellent teaming, leadership, organizational, and verbal/written communication skills **Ideally, you'll also have** + Familiarity with the financial services industry + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $76,000 to $125,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $91,100 to $142,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Jericho, NY1624167New YorkNYNoneFA9A793F8BF142D4BC9815F529E4FDDEhttps://xerox.jobs/FA9A793F8BF142D4BC9815F529E4FDDE23TroyEYUnited StatesUSA2025-07-08 23:54:12Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Support new and existing client relationships + Provide compliance and consulting delivery services to meet deadlines for client deliverables + Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks + Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Develop, document, and gain cross functional alignment on processes to support processes and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide professional direction and day-to-day supervision to staff members + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to staff **Skills and attributes for success** + Experience identifying tax related issues and developing recommended solutions via research and/or position development + Experience interacting with clients on a regular basis in the delivery of services + Experience managing team members delivering tax consulting and compliance projects for clients + Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations + Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments and deadlines simultaneously + Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Excellent teaming, leadership, organizational, and verbal/written communication skills **Ideally, you'll also have** + Familiarity with the financial services industry + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $76,000 to $125,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $91,100 to $142,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Troy, NY1624167New YorkNYNoneF0FC5426DE914909B234F04D69DB9532https://xerox.jobs/F0FC5426DE914909B234F04D69DB953223New YorkEYUnited StatesUSA2025-07-08 23:54:11Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $189,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,200 to $215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .New York, NY1624168New YorkNYNoneEE487F5D26A2424AB06022DEB817343Dhttps://xerox.jobs/EE487F5D26A2424AB06022DEB817343D23TroyEYUnited StatesUSA2025-07-08 23:54:01Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $189,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,200 to $215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Troy, NY1624168New YorkNYNone752AB2CAF57D4CF0872D588587348B13https://xerox.jobs/752AB2CAF57D4CF0872D588587348B1323RochesterEYUnited StatesUSA2025-07-08 23:54:00Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Support new and existing client relationships + Provide compliance and consulting delivery services to meet deadlines for client deliverables + Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks + Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Develop, document, and gain cross functional alignment on processes to support processes and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide professional direction and day-to-day supervision to staff members + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to staff **Skills and attributes for success** + Experience identifying tax related issues and developing recommended solutions via research and/or position development + Experience interacting with clients on a regular basis in the delivery of services + Experience managing team members delivering tax consulting and compliance projects for clients + Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations + Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments and deadlines simultaneously + Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Excellent teaming, leadership, organizational, and verbal/written communication skills **Ideally, you'll also have** + Familiarity with the financial services industry + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $76,000 to $125,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $91,100 to $142,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Rochester, NY1624167New YorkNYNone67C8A0AB3FEF420EB0D2EE5C2A0114BAhttps://xerox.jobs/67C8A0AB3FEF420EB0D2EE5C2A0114BA23RochesterEYUnited StatesUSA2025-07-08 23:53:59Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $189,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,200 to $215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Rochester, NY1624168New YorkNYNone5B1A9F8CCB28453DADA41EC13FE47ED6https://xerox.jobs/5B1A9F8CCB28453DADA41EC13FE47ED623BuffaloEYUnited StatesUSA2025-07-08 23:53:58Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $189,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,200 to $215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Buffalo, NY1624168New YorkNYNone4EF0F9FF0EBB45B682C34CEC08641E5Fhttps://xerox.jobs/4EF0F9FF0EBB45B682C34CEC08641E5F23AlbanyEYUnited StatesUSA2025-07-08 23:53:58Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $189,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,200 to $215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Albany, NY1624168New YorkNYNone4FF65F5069414B95B6EA3CFB129B4FCAhttps://xerox.jobs/4FF65F5069414B95B6EA3CFB129B4FCA23AlbanyEYUnited StatesUSA2025-07-08 23:53:58Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Support new and existing client relationships + Provide compliance and consulting delivery services to meet deadlines for client deliverables + Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks + Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Develop, document, and gain cross functional alignment on processes to support processes and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide professional direction and day-to-day supervision to staff members + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to staff **Skills and attributes for success** + Experience identifying tax related issues and developing recommended solutions via research and/or position development + Experience interacting with clients on a regular basis in the delivery of services + Experience managing team members delivering tax consulting and compliance projects for clients + Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations + Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments and deadlines simultaneously + Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Excellent teaming, leadership, organizational, and verbal/written communication skills **Ideally, you'll also have** + Familiarity with the financial services industry + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $76,000 to $125,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $91,100 to $142,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Albany, NY1624167New YorkNYNone503C2CC4EAAA4972AAE2287361EE4D66https://xerox.jobs/503C2CC4EAAA4972AAE2287361EE4D6623BuffaloEYUnited StatesUSA2025-07-08 23:53:54Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Support new and existing client relationships + Provide compliance and consulting delivery services to meet deadlines for client deliverables + Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks + Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies + Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services + Develop, document, and gain cross functional alignment on processes to support processes and internal teams + Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities + Maintain internal network by providing technical assistance to others within EY in area of expertise + Provide professional direction and day-to-day supervision to staff members + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to staff **Skills and attributes for success** + Experience identifying tax related issues and developing recommended solutions via research and/or position development + Experience interacting with clients on a regular basis in the delivery of services + Experience managing team members delivering tax consulting and compliance projects for clients + Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations + Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments and deadlines simultaneously + Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Excellent teaming, leadership, organizational, and verbal/written communication skills **Ideally, you'll also have** + Familiarity with the financial services industry + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $76,000 to $125,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $91,100 to $142,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Buffalo, NY1624167New YorkNYNone1EE42B03A00C4A85A9E15D9241F995FEhttps://xerox.jobs/1EE42B03A00C4A85A9E15D9241F995FE23JerichoEYUnited StatesUSA2025-07-08 23:53:53Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. **The opportunity** EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. **Your key responsibilities** A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $189,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,200 to $215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .Jericho, NY1624168New YorkNYNone1475BC31A5AC49F88F6F344C2C1C0874https://xerox.jobs/1475BC31A5AC49F88F6F344C2C1C087423AlbanyJPMorgan ChaseUnited StatesUSA2025-06-13 03:46:30At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Albany, NY $64,380.00 - $64,380.00Albany, NY210635760New YorkNYNone90476D4802264AEFAAE93AAD8036B547https://xerox.jobs/90476D4802264AEFAAE93AAD8036B54723ThornwoodJPMorgan ChaseUnited StatesUSA2025-06-06 03:52:37At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** Thornwood, NY $64,380.00 - $64,380.00Thornwood, NY210633148New YorkNYNone578867D4FB824FED9D12575DC6C56CCDhttps://xerox.jobs/578867D4FB824FED9D12575DC6C56CCD23New YorkProgyny, Inc.United StatesUSA2025-05-10 19:18:02<p>Thank you for considering Progyny!</p><p></p><p></p><p>As a <b>Client Success Manager</b>, you'll play a crucial role in building and maintaining strong relationships with Progyny's growing sector of mid-market employer clients. In the role, you'll manage client accounts, provide on-going relationship support, and lead opportunities for growth and upsells.</p><p></p><p><b>What you'll do...</b></p><ul><li><p>Establish, cultivate and manage the customer relationship at multiple levels, serving as a healthcare consultant and trusted business advisor and deliver customer-centric solutions</p></li></ul><ul><li><p>Build relationships with consultants and brokers, recognizing the value they bring to our clients</p></li></ul><ul><li><p>Successfully manage upsells of new product lines and renewals of current clients</p></li></ul><ul><li><p>Effectively plan, negotiate and influence the interactions and relationships with customers, their brokers / consultants and internal team members to achieve strategic account goals</p></li></ul><ul><li><p>Deliver regular reporting to customer including plan performance and service results</p></li></ul><ul><li><p>Create and clearly articulate the value story, trend drivers and tracking of solutions performance to the customer</p></li></ul><ul><li><p>Develop a strategic plan for a mid-market size book of business to efficiently meet role objectives</p></li></ul><p></p><p><b>About you...</b></p><ul><li><p>3-5 years of experience within the employer benefits or insurance industries</p></li></ul><ul><li><p>Proven track record of working with mid-sized employers for client relationship management and consultation within health care benefits segment</p></li></ul><ul><li><p>Excellent negotiation, collaboration, and listening skills</p></li></ul><ul><li><p>Excellent messaging, positioning and presentation of information for client impact</p></li></ul><ul><li><p>Strong project management skills</p></li></ul><ul><li><p>Strong business and financial acumen</p></li></ul><ul><li><p>Ability to work under pressure and prioritize responsibilities</p></li></ul><ul><li><p>Prior success in a fast-growing organization</p></li></ul><ul><li><p>Resides in the Midwest region of the US</p></li></ul><p></p><p><b>Please note: </b>Progyny is unable to provide visa sponsorship for this position. Candidates must be authorized to work in United States without the need for sponsorship, now or in the future.</p><p></p><p><b>About Progyny:</b></p><p>Progyny (Nasdaq: PGNY) is a global leader in women's health and family building solutions, trusted by the nation's leading employers, health plans and benefit purchasers. We envision a world where everyone can realize dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients and physicians.</p><p>Our benefits solution empowers patients with concierge support, coaching, education, and digital tools;provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs.</p><p></p><p>Our mission is toempower healthier, supported journeys through transformative fertility, family building and women's health benefits.</p><p></p><p>Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc. Power Partners, and Crain's Fast 50 for NYC. For more information, visit www.progyny.com.</p><p></p><p><b>Our perks:</b></p><ul><li><p>Family friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents' Employee Affiliation Group</p></li><li><p>Menopause and midlife care</p></li></ul><ul><li><p>Health, dental, vision and life insurance options for employees and family</p></li></ul><ul><li><p>Free in-person, virtual and text-based mental health and wellness support</p></li></ul><ul><li><p>Paid time off, including vacation, sick leave, personal days and summer flex time</p></li></ul><ul><li><p>Company equity</p></li></ul><ul><li><p>Bonus program</p></li></ul><ul><li><p>401(k) plan with company match</p></li></ul><ul><li><p>Access to on-demand legal and financial advice </p></li><li><p>Learning and development programs to help you grow professionally and a mentorship program</p></li></ul><ul><li><p>Company social eventsto include annual volunteer day and donation matching</p></li></ul><ul><li><p>Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office</p></li></ul><p></p><p>In compliance with New York City's Wage Transparency Law, the annual salary [wage] range for NYC-based applicants is:<b> $95,000 - $105,000.</b> There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. Progyny offers a total compensation package comprised of base salary, cash bonus, and equity.</p><p></p><p>Progyny is proud to be anEqual Opportunity and Affirmative Action employer.We respect and seek to empower each individual and support the diverse cultures, perspectives,skillsand experiences within our workforce. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, marital status, pregnancy or related condition, status as a protected veteran, criminal history consistent with legal requirements or any other basis protected by law.</p><p></p><p>If you are an individual with a disability and need assistance or an accommodation during the recruiting process, please send an e-mail to apply@progyny.com.</p><p>#LI-AG1</p> Minimum Salary: 34320.00 Maximum Salary: 34320.00 Salary Unit: YearlyNew York, NY41353588New YorkNYNone99310060DBBD4010BB87F1777A6CDB5Chttps://xerox.jobs/99310060DBBD4010BB87F1777A6CDB5C23New YorkJPMorgan ChaseUnited StatesUSA2025-05-08 06:18:53At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 **Base Pay/Salary** New York,NY $64,350.00 - $64,350.00New York, NY210624198New YorkNYNone6711A7DCEAD54B069A48830CEA1A08DChttps://xerox.jobs/6711A7DCEAD54B069A48830CEA1A08DC23New YorkAtlas TechnicaUnited StatesUSA2021-06-04 09:22:57 Position Name: Client Technology Manager Reports to: Director Location/Type: New York, NY Atlas Technica's mission is to shoulder IT management, user support, and cybersecurity for our clients, who are hedge funds and other investment firms. Founded in 2016, we have grown year over year through our uncompromising focus on service. We value ownership, execution, growth, intelligence, and camaraderie. We are looking for people who share our Core Values (https://atlastechnica.com/core-values), thrive, and contribute to this environment while putting the customer first. At Atlas Technica, we offer a competitive salary, comprehensive benefits, and great perks to our global Team. We strive to maintain a professional yet friendly environment while promoting professional and career development for our Team Members. Join Atlas Technica now! As a Client Technology Manager, you will be responsible for the technology platform and direction of the customers you are assigned and for the training and development of a team of Systems Engineers and Sr. Systems Engineers. Responsibilities: + Develop client technology road map and vision + Serve as a main point of contact and act as an escalation point to engineers + Manage the overall relationship with customers and own all technical projects and provide overall oversight, guidance, recommend solutions and consultative services to clients + Identify potential obstacles and suggest operational and security improvements + Manage and coach engineers through knowledge sharing, root cause analysis, and implementing best practices in day to day activities + Mentor, train, and encourage employee engagement to increase productivity and better well-being. + Manage approval of employee wellness time-off requests and PTO. + Execute on the overall Atlas Technica support strategy, and drive team and individual performance through metrics, reporting, and client feedback + Support the team's initiatives for structured career growth and development in line with company vision + Participate in organizational initiatives to improve functions, process, and technology for Atlas Technica and clients + Lead and assist in wide variety of managerial, technical, and operational tasks at all levels of the organization. Requirements: + Strong experience with Microsoft 365 stack Exchange Online, SharePoint Online, Intune, Azure AD, especially from an architecture and implementation of services standpoint + Systems Administration: Strong knowledge of Microsoft Windows Server Platforms as well as Active Directory, Group Policy, good if you are familiar with Citrix XenApp + Support of Sophos or similar product for endpoint threat management + Understanding of virtualization platforms such as VMware or Hyper-V + Understanding of networking: TCP/IP, LAN / DMZ / WAN, DHCP, DNS, Routing, Switching and Firewalls + Implementation and Support of Enterprise networking equipment: Palo Alto / Cisco Firewalls, Cisco Switches, Cisco / Meraki / Ubiquiti WAPs + Understanding of public cloud platforms, specifically Azure, specifically from an architecture or implementation standpoint + Creating and maintaining detailed technical and procedural documentation + The candidate must be able to complete all physical requirements of the job, which include but are not limited to, the following; must be able to lift and/or carry up to 50 lbs; stand/sit for extended periods of time; push/pull; climb stairs; stoop, kneel or crouch; use fingers/hands to handle or feel; reach above head or below knee level; and the ability to work around machinery and material handling equipment. Desirable Qualities: + Significant experience in an MSP environment, particularly utilizing the ConnectWise suite of products + Scripting / Automation Framework knowledge: PowerShell and Infrastructure as Code tools + Significant experience with Microsoft Azure + Financial industry experience including familiarity with market vendor applications: Bloomberg, Thompson Reuters, FactSet, CapIQ + Experience with vendors such as Google Workspace, Box, Dropbox, Duo, Okta, AirWatch + Experience with and ability to support Citrix XenApp or similar products + Experience with cybersecurity solutions such as Carbon Black, Cylance, Crowdstrike, Cyberhat + Experience with Mimecast or other mail security gateway solutions such as IronPort or Proofpoint + More than basic understanding of Storage and Virtualization platforms such as Nimble, Pure Storage, NetApp, EMC, VMware, Hyper-V, XenServer Atlas Technica is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. New York, NY9d08aaf3c090New YorkNYNone4D0BC54B8F394C73A0657D3BC974D0CFhttps://xerox.jobs/4D0BC54B8F394C73A0657D3BC974D0CF23