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10 associate financial advisor jobs found

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Lensa
Full time
 
Senior Director of Risk Management and Accountability
Lensa New York, NY, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for City of New York. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Job Description DYCD is seeking a qualified individual to serve as the Senior Director for Risk Management and Accountability within the division of Audits, Contracts, Evaluation and Sourcing (ACES). Under the direction of the Assistant Commissioner for Risk Management and Accountability the individual will serve as a key strategic partner overseeing the development, implementation and monitoring of risk management frameworks, accountability systems and compliance...

Dec 16, 2025
CO
Full time
 
Treasury Management Consultant III & Relationship Manager - Government Banking Northeast
Capital One Financial Corporation New York, NY, USA
Treasury Management Consultant III & Relationship Manager - Government Banking Northeast The Government Banking Treasury Management Consultant (TMC) & Relationship Manager partners with internal stakeholders to be the single point of accountability and advise on prospects’ and clients’ deposit, treasury management, risk and other liquidity needs. The TMC builds a book of business through deposit growth, maintaining and cross-selling existing clients, and prospecting new-to-bank relationships. The TMC on the Government Banking Treasury Management Sales team will work to identify ways to improve the client experience and enhance Capital One’s brand in the marketplace. Seen as a trusted advisor, the TMC works closely with government clients to understand their business, optimize Treasury work flows, and minimize financial and reputational risk. They focus on creating and delivering customized client centric solutions through a consultative approach. This TMC will...

Dec 12, 2025
TIAA
Wealth Management Client Relationship Manager
TIAA Albany, NY, USA
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...

Dec 06, 2025
Lensa
Full time
 
Wealth Management Associate - NY, New York (3637)
Lensa New York, NY, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Equitable Services. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Wealth Management Associate - NY, New York (3637) ( PIN_42550 ) Primary Location : UNITED STATES-NY-New York Organization : Equitable Advisors Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients...

Nov 27, 2025
TIAA
Full time
 
Analyst Real Estate, Portfolio Management
TIAA New York, NY, USA
NRE is seeking to hire an Analyst, Portfolio Management, for its U.S. Cities Industrial Fund (“Fund”), a perpetual, open-ended fund. Reporting to the Managing Director, Portfolio Management responsible for leading the Fund, the Analyst will be pivotal in helping implement and execute the investment strategy for the Fund, including portfolio construction, market and asset selection, financing, and making investment recommendations. The Analyst will also work closely with the U.S. Industrial Sector Team, which includes acquisitions, asset management, development, and capital markets, as well as the distribution, product, research, finance, and marketing teams. The Analyst’s primary responsibilities will be (i) extensive financial analysis (i.e. fund-level and property-level financial modeling, property valuation analyses, fund performance and benchmark analyses), (ii) investor reporting and presentations, and (iii) prospective investor marketing and due diligence. The Analyst will...

Nov 27, 2025
Humana
Actuary, Medicaid Trend Analytics and Data Management
Humana Albany, NY, USA
Become a part of our caring community and help us put health first Own and manage Medicaid claims analytics dataset using Databricks. Ensure data accuracy, completeness, and readiness to support modeling, reporting, and decision-making. Requires strong project management skills to evaluate the downstream impacts of data changes on actuarial models, reporting tools, and financial results. Lead and manage data-related projects from scoping through post-production validation, partnering with teammates to implement data transformations, automation, and enhancements. Conduct in-depth analysis of healthcare claims to identify data issues and optimization opportunities. Work with actuarial, financial, and clinical teams to assess and determine optimal data solutions. Provide strategic recommendations on data architecture and improvements. Support team in identification of cost drivers, utilization patterns, and anomalies in Medicaid medical claims data. The Actuary,...

Nov 24, 2025
Lensa
Full time
 
Wealth Management Associate - NY, New York (4055)
Lensa New York, NY, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Equitable Services. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Wealth Management Associate - NY, New York (4055) ( 220000G1 ) Primary Location : UNITED STATES-NY-New York Organization : Equitable Advisors Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients...

Nov 23, 2025
Lensa
Full time
 
Wealth Management Associate - NY, Woodbury (2470)
Lensa Melville, NY, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Equitable Services. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Wealth Management Associate - NY, Woodbury (2470) ( PIN_15019 ) Primary Location : UNITED STATES-NY-Melville Organization : Equitable Advisors Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients...

Nov 23, 2025
CO
Full time
 
Treasury Management Consultant III & Relationship Manager - Government Banking Northeast
Capital One Financial Corporation New York, NY, USA
Treasury Management Consultant III & Relationship Manager - Government Banking Northeast The Government Banking Treasury Management Consultant (TMC) & Relationship Manager partners with internal stakeholders to be the single point of accountability and advise on prospects’ and clients’ deposit, treasury management, risk and other liquidity needs. The TMC builds a book of business through deposit growth, maintaining and cross-selling existing clients, and prospecting new-to-bank relationships. The TMC on the Government Banking Treasury Management Sales team will work to identify ways to improve the client experience and enhance Capital One’s brand in the marketplace. Seen as a trusted advisor, the TMC works closely with government clients to understand their business, optimize Treasury work flows, and minimize financial and reputational risk. They focus on creating and delivering customized client centric solutions through a consultative approach. This TMC will...

Nov 22, 2025
CBRE
Data Center Project Management Senior Director - East Region
CBRE New York, NY, USA
Data Center Project Management Senior Director - East Region Job ID 247681 Posted 13-Nov-2025 Service line PJM Segment Role type Full-time Areas of Interest Data Centers, Project Management Location(s) Atlanta - Georgia - United States of America, Charlotte - North Carolina - United States of America, Columbus - Ohio - United States of America, Moncks Corner - South Carolina - United States of America, New York - New York - United States of America, Richmond - Virginia - United States of America About the Role: The Senior Director of Project Management for the East Region is a senior leadership role responsible for strategic planning, execution, and successful management of a large team supporting a hyperscale data center client. This individual will lead, mentor, and manage a team of project managers, design managers, and engineers. The Director will drive process improvements, manage client relationships at a high level, and contribute to the company's...

Nov 17, 2025
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