Financial Services Executive
6 days ago
We are seeking a highly skilled Investment Banking Leader to join our team in New York. As an Associate Director, you will be responsible for leading client discussions, initiating and maintaining client relationships, and executing complex transactions.
Responsibilities- Manage client relationships and identify new business opportunities.
- Develop and execute strategic plans to drive revenue growth.
- Lead cross-functional teams to deliver multi-product pitches and offerings.
- Collaborate with senior management to achieve business objectives.
To be successful in this role, you will need:
- A minimum of 5 years' experience in Investment Banking, preferably in a sponsors coverage or leveraged finance group.
- A bachelor's or master's degree in Business, Finance, Math, Engineering, Economics, Science, or Technology.
- Strong quantitative skills focused on financial analysis, accounting, and financial theory.
- The ability to manage multiple projects simultaneously while maintaining a high standard of work.
- The ability to excel under pressure amid demanding deadlines.
As a valued member of our team, you can expect:
- A competitive salary range: $120,000 - $180,000 per year.
- A comprehensive benefits package, including holistic well-being programs.
- Ongoing training and development opportunities to enhance your skills and career prospects.
- A dynamic and inclusive work environment that values diversity and inclusion.
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Senior Tax Executive
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Financial Services Executive
1 week ago
New York, New York, United States Keller Executive Search Full timeCompany OverviewKeller Executive Search is a dynamic accounting and advisory firm focused on providing innovative solutions and exceptional client service. Our team members enjoy a flexible hybrid work arrangement, allowing them to thrive in their careers.Salary$160,000 - $220,000 per year, based on qualifications and experience.Job DescriptionIn this Senior...
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Executive Financial Director
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Executive Financial Consultant
4 weeks ago
New York, New York, United States Insight Financial Planning Full timeAbout Insight Financial PlanningWe are a dynamic financial services company seeking an experienced Executive Financial Consultant to join our team in Norfolk, NE.This is a full-time position with a competitive salary range of $60,000.00 per year and excellent benefits package, including a Simple IRA Plan and paid time off.Job SummaryThe ideal candidate will...
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New York, New York, United States NYC Department of Social Services Full timeThe NYC Department of Social Services is a dynamic organization dedicated to addressing poverty and income inequality in New York City. As the Executive Financial Officer, you will play a critical role in overseeing the department's multi-billion-dollar budget, formulating financial management goals, and providing expert counsel to the Commissioner and...
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Financial Professional for Phaxis
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New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a dynamic financial services company seeking a skilled Financial Professional to join our team.
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Financial Services Associate
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New York, New York, United States Primerica Financial Services Full timeJob OverviewWe are seeking a motivated and detail-oriented Financial Services Associate to join our team at Primerica Financial Services.
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Financial Services Intern
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New York, New York, United States Voya Financial Full timeAbout the OpportunityThis role offers an exciting chance to contribute to the servicing of key intermediary sales relationships. As a financial services intern, you will develop a deep understanding of major financial intermediaries and collaborate with Business Development Managers to build effective solutions using Voya Investment Management resources and...
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Financial Services Tax Strategist
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New York, New York, United States Keller Executive Search Full timeOverviewKeller Executive Search is a well-established Certified Public Accounting and Consulting firm based in New York City with additional presence in Long Island and Florida.About Our ClientWe provide expert financial advisory services to companies across diverse industries, offering a full range of integrated accounting, consulting, and business...
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Financial Services Executive
5 days ago
New York, New York, United States Citigroup Inc Full timeCitigroup Inc is seeking a Financial Services Executive to join our team in New York. As a key member of our Commercial and Business Sales division, you will be responsible for providing strategic guidance and support to clients across various industries.The ideal candidate will have 10+ years of experience in banking and finance, with a proven track record...
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Financial Services Executive
1 week ago
New York, New York, United States Blackstone Full timeJob Summary:We are seeking a seasoned Financial Services Executive to lead our fund accounting team at Blackstone. This individual will be responsible for overseeing the accounting function, including financial statement preparation, budgeting, and forecasting. The successful candidate will have a strong background in financial analysis, planning, and...
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New York, New York, United States Diversified Financial Services Full timeWe're looking for a highly skilled bookkeeping and financial services professional to join our team at Diversified Financial Services! In this role, you'll have the opportunity to provide expert bookkeeping and financial services to clients, including preparing financial statements, reconciliations, and other financial documents.About the Role:Prepare...
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Tax Manager Financial Services Lead
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New York, New York, United States Keller Executive Search Full timeJob OverviewWe are seeking a seasoned Tax Manager specializing in the Financial Services industry to join our team at Keller Executive Search. This role involves managing complex tax matters and providing expert guidance to clients in the financial services sector.The ideal candidate will possess strong knowledge of taxation, a deep understanding of the...
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New York, New York, United States Relay Financial Full timeAbout Relay Financial">Relay Financial is revolutionizing the way small businesses manage their finances. We're an all-in-one, collaborative money management platform designed to empower business owners and their finance teams.Salary RangeThe expected salary range for this role is $140,000 to $165,000 USD.Job Description">We're seeking a seasoned Financial...
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Financial Services Collections Specialist
1 week ago
New York, New York, United States Phaxis - Financial Services Full timeJob OverviewAt Phaxis - Financial Services, we are seeking a skilled Financial Services Collections Specialist to join our team.This is a full-time position responsible for managing customer payments and enhancing relationships with clients.Key Responsibilities:Process customer payments via checks and credit card transactionsPrepare invoices and weekly...
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Financial Services Executive
1 week ago
New York, New York, United States Disability Solutions Full timeJob SummaryWe are seeking an experienced Financial Services Executive to join our team. In this role, you will be responsible for leading sales activities in a defined geographic area, selling corporate retirement and tax-exempt opportunities from start-up plans to $50mm in assets.Key Responsibilities:Develop and execute sales strategies to achieve business...
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Financial Services Accountant Professional
1 month ago
New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.
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Financial Services Tax Expert
1 week ago
New York, New York, United States Keller Executive Search Full timeAbout Our JobWe are seeking a skilled Tax Manager to join our team in a flexible hybrid work arrangement. As a key member of our tax department, you will have the opportunity to work on complex tax matters and develop strategic tax plans to optimize our tax position. The role requires a strong understanding of tax laws and regulations applicable to the...