Urgent! Risk and Underwriting Advisor jobs in New York

Posted 10 hours ago

Dynamic Environment

Sales Advisor

Equiliem New York, NY

Sales Advisor opportunity in NYC! Locations available within 5 boroughs of NYC + Westchester, NY, US 6 month+ contract Required Skills: 1-3 years sales or prior customer-facing experience preferred, or other applicable work experience. Strong communication and interpersonal skills Ability to work collaboratively Technology adept Access to a dedicated vehicle preferred Education: High School Diploma or GED Essential Duties/Responsibilities: Identify new developers, contractors, installers and enroll them as participating contractors for assigned program. Achieve and maintain team and individual performance metrics while enabling an excellent customer experience. Ability to maintain a professional and accountable approach to work and ensuring reliability in all interactions with customers and team members. Apply a high level of program knowledge and utilize collateral tools to explain program benefits and process. Provide comprehensive feedback on the depth and quality of customer engagement and effectiveness of marketing collateral within the scope of the business objective. Working Conditions: Working onsite at assigned location(s) or event(s) within the Service Area Position requires commuting to and from one or more of NYC (5 boroughs) and Westchester. Ability to work a flexible schedule inclusive of evenings and weekends. Expected 40 hours/week. Drivers' License Required #zr

Best Match

Manager, IT SOX Risk Advisory

EisnerAmper New York, NY

Job 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 a Manager, IT SOX Risk Advisory to join our Risk & Compliance Services practice. Focusing on IT SOX Audit, Internal Audit, IT General Controls, Automated Controls, Key Report Testing, Root Causes Analysis, Impact Analysis, and Remediation. As well as preparing, completing, and ensuring the accuracy and compliance of client engagements to meet the Firm's strategic goals and initiatives. The IT Risk, Data Privacy & Security team drives value by delivering a range of IT-oriented risk advisory solutions rooted in risk management standards and technical expertise. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. Note: this is a hybrid role, which would require an occasional travel/commute to either an EA office or a client site. 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 Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work You Will be Responsible For: Oversee IT SOX internal audit and risk management engagements within the Risk and Compliance Services practice. Lead other types of consulting engagements such as IT SOX Internal Audit Co-Sourcing/Outsourcing, IT SOX Management Assist, IT Risk Assessments, IT Segregation of Duties Reviews, ITGC Reviews, and Special Projects as necessary Project manage IT SOX 404 engagements including conducting walkthroughs, designing and leading internal control testing with periodic status updates to client's management Prepare scoping and risk assessments or Internal Audit universe using a risk base methodology Prepare Audit Committee presentations and attend Audit Committee meetings, when necessary Maintain client relationship and tailor the engagement to meet the client's needs and expectations, while also working on internal initiatives. Own beyond the lifecycle of current project. Review workpapers from both big picture and detail perspectives, and work product requires little to no updates from senior colleagues after submission Supervise, train, and mentor staff and seniors Maintain overall responsibility for the profitability of engagements within their client portfolio, track budget to actual results Seek and offers developmental feedback; provide positive as well as constructive feedback on an ongoing basis in real time, both verbal and written Anticipate changing demands for resources and staffing, removing barriers when necessary Lead creation of external and internal 'thought leadership' content to raise firm visibility Basic Qualifications: Bachelor's degree in relevant discipline (e.g., Accounting, Finance, Computer Science, MIS, Statistics, Data Analytics, Auditing, or IT Related Field) required 6+ years of experience in the fields of internal audit, assurance, consulting, advisory services, or a related field, either in professional services or industry Professional Certification such as CIA, CISA, CISM, CISSP, CIPM, CIPP, CFE or CPA required Preferred/Desired Qualifications: 6 years of public accounting IT SOX external audit experience with working in internal audit, assurance, consulting, advisory services, or a related field. We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. About our Risk & Compliance Team: Specializing in services such as risk advisory, technology risk and digital transformation, EisnerAmper Risk & Compliance Services employees aren't just passionate about technology, but we see it as our driving force for innovation and forward thinking. We're committed to serving as advocates to our clients, enabling them to navigate, transform, secure, and maintain processes, controls, and digital solutions they need to reach their unique goals. Whether it's complying with a new regulatory requirement or automating controls within a process, providing peace of mind for those "what's next" moments is our mantra and unique promise to clients. EisnerAmper Risk & Compliance Services employees are encouraged to think like an owner when supporting clients. Through this entrepreneurial and business-first mindset, we're pushed to take a step outside of our comfort zones and deliver solutions that both create a lasting business impact for our clients and allow us to grow as professionals. Our core values of trust, integrity and accountability allow us to act as strategic innovators. Because when we build trust with each other, we can bring new ideas to the table and execute them without fear of failure. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: #LI-LH1 #LI-Hybrid Preferred Location: Philadelphia For NYC and California, the expected salary range for this position is between 85000 and 150000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.

Posted 10 hours ago

Immediate Start

Learning Advisor, Pharmaceutical Sales - Content Development- Learning Strategyand Innovation

Syneos Health/ inVentiv Health Commercial LLC New York, NY

Description JOB SUMMARY The Learning Advisor serves in a strategic role in content development role in support of Learning Solutions Customers. This individual is accountable for implementing solutions outlined by the Solution Design (BD) and Learning Strategy team. The Learning Advisor serves as the Writer or Learning Strategist on project teams, interacting with the customer utilizing strong account management skills and is accountable to own their assigned projects and/or work streams (including, but not limited to development of strawmen, workshop-at-a-glance documents, transcripts, and drafts, guiding and advising the customer, soliciting customer feedback and completing deliverables within expected timeframes) with a goal of working with little or no direction/oversight from a senior Learning Strategy team member. As needed, Learning Advisors may oversee writers (contract or full time), with support from other team members, and may be tasked with executing/facilitating training or train-the-trainer sessions. JOB RESPONSIBILITIES Learning Strategy and Innovation Responsibilities: Conduct and in some cases, lead the strategic learning approach for their own deliverables, or those of other team members tapping into their own experience and expertise. Apply a total account management approach to customer interactions with a view to uncover unmet need and strengthen customer engagement and relationships. Support the Business Development team by participating customer needs discussions (in-person or virtual) and serve as a learning expert in the areas of strategic, tech-enabled, or innovative solutions. Conduct a strategic evaluation of the customer's business goals and anticipated outcomes as well as current user experience expectations to develop learning solutions which advance all defined objectives. Monitor industry trends, both Biopharmaceutical and learning innovation, to integrate into customer deliverables, and Syneos offerings and processes in order to contribute to the development of industry leading training. Project Execution Responsibilities: Validate customer needs, current training gaps, document outcomes, and recommend learning solutions to meet customer needs. Develop Training Roadmaps, which include defined curriculum with recommended modality and sequencing, that guide associated curriculum development. Nurture innovative training concepts and tools such as generative AI, emerging digital learning technologies and tools throughout the project to ensure alignment with the strategic intent; includes strategic engagement with the customer throughout the project. Develop engaging and effective training content that can be delivered via multiple modalities (e.g., distance-learning e-modules, e-zines, video, live training, communication, and sustainability tools) Ensure that all training content is developed using effective and industry leading instructional design strategies and leveraging existing Learning Solutions intellectual property as needed. Ensure training content is designed, developed and delivered with a view to the most effective and efficient modalities in alignment with the budget and customer needs. Oversee or develops live training logistics such as scheduling assistance, printing guides, and facilities requirements in collaboration with the project manager. Collaborate with all project team members and internal stakeholders as needed to develop content and solve project challenges Contribute to Learning Solutions intellectual property and ensure quality standards are met for all deliverables. As appropriate, serve as a facilitator and/or conducts facilitator training for all developed content. As required, lead status meetings with the customer team. QUALIFICATION REQUIREMENTS Experience Required: Minimum 5 years of experience in pharmaceutical/biotech healthcare industry, preferably sales or training Preferred: Minimum 5 years of experience in training, or field sales training Minimum 2 years in account management, hospital sales or other senior sale roles Experience in instructional design, content development Education Required: 4-year college degree (life sciences preferred) or equivalent relevant experience Preferred: MBA or Master's Degree or equivalent experience Skills Required: Applied strategic thinking, agile mindset, innovative, demonstrated problem solving skills, organized, ambitious and coachable. Proficiency in PowerPoint, Word. Preferred: Background in Account Management, and/or Training (brand training, field sales training) Travel expectations: Estimated at up to 10%. The annual base salary for this position ranges from $121,000 to $145,000. The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role. In addition, some positions may include eligibility to earn commissions/bonus based on company and / or individual performance. At Syneos Health, we are dedicated to building a diverse, inclusive and authentic workplace. If your past experience doesn't align perfectly, we encourage you to apply anyway. At times, we will consider transferable skills from previous roles. We also encourage you to join our Talent Network to stay connected to additional career opportunities. Why Syneos Health? We partner with industry experts to solve and execute against today's toughest commercialization challenges facing the world's leading healthcare companies. The diversification and breadth of our new and existing partnerships create a multitude of career paths and employment opportunities on our Commercial Operations and Leadership teams. Join our game-changing, global company dedicated to creating better, smarter, faster ways to get biopharmaceutical therapies to patients. Experience the thrill of knowing that your everyday efforts are contributing to improving patients' lives around the world. Work Here Matters Everywhere | How are you inspired to change lives? Syneos Health companies are affirmative action/equal opportunity employers (Minorities/Females/Veterans/Disabled) Syneos Health has a voluntary COVID-19 vaccination policy. We strongly encourage all employees to be fully vaccinated. Additionally, certain local governments or Syneos Health customers may have vaccine requirements that apply to some of our employees. These employees are required to submit proof of vaccination to Syneos Health and maintain compliance with these requirements. At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position will include a competitive compensation package, Health benefits to include Medical, Dental and Vision, Company match 401k, flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos Health complies with all applicable federal, state, and municipal paid sick time requirements. #LI-JP1 #LI-ComOps

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Transaction Advisor: Vaccine Manufacturing Business

Palladium New York, NY

Transaction Advisor - Vaccine Manufacturing BusinessProject Overview and RolePalladium is seeking a Transaction Adviser for the Jobs for Economic Transformation in Ghana (JET) Programme, funded by the

Special Advisor on Race and Wrongful Conviction

Innocence Project New York, NY

DescriptionSpecial Advisor on Race and Wrongful ConvictionABOUT THE INNOCENCE PROJECTThe Innocence Project works to free the innocent, prevent wrongful convictions, and create fair, compassionate, and

Advisor Success Manager

Travel Leaders Group Holdings LLC dba Internova Travel Group New York, NY

Advisor Success ManagerJob LocationsUS-RemoteJ

Business and Client Risk Engagement Advisor - Chief Risk Office

Bloomberg New York, NY

The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what kee

Financial Advisor - NYC

Northwestern Mutual New York, New York

Looking to get off to a fast start in the Financial Industry? Join our team in the Financial District, NYC! We are looking for individuals looking to begin their careers with extensive support and training. You do not need to have a background in finance to get started. Because we provide award-winning training and development, we give recent grads the opportunity to take on a new challenge without previous experience in the industry. You'll receive training through NM’s National Training Program “Financial Planning Academy” and partner with industry experts until you’re ready to do it on your own. You are in business for yourself but not by yourself! Financial Representatives with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities. You'll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future. Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes. By joining our team, you will get started in a challenging, yet lucrative and rewarding career. How do you get paid? This is a commission based career. However, we understand that it may take some time to get your practice off the ground which is why we provide “startup” compensation in the first year to help you transition into the business, and higher commissions for the first three years. With Northwestern Mutual, you control your earning potential. What you put in, is what you get out. To give you an idea, our Financial Advisors in the first year average between $90-100k and advisors 5+ years in the business earn on average $624k. What do we provide for you? Sponsorship of Licensing/Credentialing; Life Accident and Health License, SIE, Series 6 or 7 and Series 63, CFP and more! Uncapped Income Potential One-on-one coaching and mentorship Flexibility of your schedule – you determine your own calendar. Leadership Opportunities Training and development to elevate your career and move into a Wealth Management Advisor role Comprehensive Medical, Dental and Vision Coverage Retirement Package; Pension Plan Administrative Support Why join Northwestern Mutual? FORTUNE 500 Rank: No. 111 “World’s Most Admired” Company in our Industry (FORTUNE Magazine, 2024) Unsurpassed Financial Strength Rating amongst all major credit agencies TOP 5 Independent Broker Dealer (Financial Advisor Magazine and Investment News) Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual Recipient of the 2024 APEX Award from Training Magazine Best Places to Work (Glassdoor, 2021) America's Best Employers for Diversity (Forbes, 2023) LOCAL candidates only. Must live in NYC area or already plan to be moving here. Job Type: Full-time Benefits: Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Retirement plan Vision insurance

Associate Financial Advisor

Ameriprise Financial Services, LLC New York, New York

Associate Financial Advisor Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

Posted 15 hours ago

Financial Advisor

Equitable Advisors New York, New York

With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Wealth Management Associate. In that role, you will: Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform) What it takes to be an Equitable Advisors’ Wealth Management Associate With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. A four-year college degree is preferred but not required You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Note -- applicants must be authorized to work in the United States. Benefits of working with us Compensation you control and a complete benefits package Personalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunities A work-life balance and access to a full suite of remote-work technology solutions To get started as a Wealth Management Associate, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems. Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-3702612(8/21)(Exp.8/23)

Posted 15 hours ago

Financial Advisor

Altfest Personal Wealth Management New York, New York

About the Company Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the client’s best interest. About the Role Serve as the first point of contact for a number of the firm’s clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines. Opportunity to specialize in a technical area. Responsibilities Serve as the first point of contact for a number of the firm’s clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines. Opportunity to specialize in a technical area including but not limited to: Investments: participate on the firm’s investment committee and cover a segment of the investment universe. Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert. Business Development: Work cross-departmentally to drive business strategies. Qualifications 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus! CFP Bachelors’ degree from an accredited university Passion for fee-only Financial Planning and Wealth Management Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience Detail-oriented and highly organized Self-starter with an entrepreneurial mindset Team player and collaborative Of the highest integrity Maintain a “client-first” mentality Required Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine. Pay range and compensation package Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. 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. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future. Crains New York Business ranked Altfest Personal Wealth Management as a Best Place to Work in NYC in 2020, 2022 and 2023 . Named by InvestmentNews as a best place to work for Financial Advisors in 2024 !

Senior Wealth Advisor - Remote

Harrison Gray Search and Consulting LLC New York, New York

Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: Transforms advisors into fintech entrepreneurs. Emphasizes automation and efficiency to enhance client interactions. Grows by acquiring and enhancing traditional wealth management firms. Founded by seasoned entrepreneurs with extensive VC-backed experience. Supported by top VC firms and industry executives. Role: Shape the future of wealth management through a fintech perspective. Manage high-net-worth client relationships and portfolios. Collaborate with Product Development and M&A teams. Develop new client relationships and support business development. Analyze client data and provide comprehensive financial advice. Design and implement long-term investment strategies. Advise on investment, tax, retirement, estate planning, and more. Collaborate with third-party service providers. Influence the development of advisor technology platforms. Assist in recruiting top wealth managers and training new staff. Requirements: 10+ years in investment advisory. Active client book. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) Passion for ownership and impact. Interest in fintech. Ability to thrive in a fast-paced environment. Nice to have: Experience at a tech company. Analytical or technical degree (BS or MS). Experience with high-net-worth clients. Expertise in financial planning. Proficient with financial planning software. Strong organizational, analytical, and communication skills. Benefits: Top-tier medical, dental, and vision plans. Unlimited PTO and company holidays. Solo 401(k). NYC office with stunning views. Competitive compensation with revenue participation and equity. Office meals and snacks. Teledoc access. Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

Lending Advisor, Director

Citigroup Inc New York, New York

Description: The Lending Advisor is a key member of the CPB team of specialists, acting as a proactive and responsive product advocate for credit. Establish a reputation of execution and excellence. Gain confidence of CPB Banker teams to fully develop the lending opportunities with their clients. The internal sales leader for Structured Lending and Margin credit offerings, liaising with the CPB Banker teams, GMMs, Investment Counselors, and non-CPB partners to ensure credit is a core part of the CPB offering. Partner with Private Banker teams to profile their client and prospect base, identify and analyze business opportunities and direct opportunities into the appropriate channel. Conduct book reviews on a regular and recurring basis to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings. Delivers credit strategy for the region to clients, developing and implementing best practices and product specific marketing strategies in coordination with GMM and PB teams. Understand and articulate the market for the specific products, competitive environment, gaps, challenges, and opportunities. Maximize revenue generation while achieving acceptable minimum return targets ensuring responsible lending growth. Act as the initial subject matter expert for internal and client inquires on Private Banking lending products. Participate in regional sales and product partner calls on regular basis. Schedule regular and recurring informational and educational sessions on credit topics with CPB Banker teams to increase awareness and improve knowledge base and lending acumen. Utilize success stories, market data, and best practices to build knowledge and skill set of CPB Banker teams on a consistent and recurring basis. Marketing and sale of the full IF Product range, including client calling and account planning in partnership with CPB Banker teams and possess the ability to self-identify new credit opportunities. Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking metrics and targets, including, but not limited to client acquisition, production, balances, revenue, banker participation, units, etc. Leverage and coordinate other CPB product specialists to understand business momentum and client/prospect wins, and provide interdisciplinary expertise for our most complex clients. . Qualifications: 10+ years of UHNW lending experience Strong and proven analytical, financial structuring and execution skills Strong marketing and sales skills Good knowledge of financial markets, investments, banking and loan products Financial and cash flow modelling Excellent communication (written and verbal) and interpersonal skills Ability to work under pressure to tight deadlines Good negotiation skills Strong initiative and interactive approach to problem solving Displays flexibility and independence in a demanding environment Team player Job Family Group: Private Client Product Services Job Family: IF Commercial Real Estate Time Type: Full time Primary Location: New York New York United States Primary Location Full Time Salary Range: $170,000.00 - $300,000.00 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. Anticipated Posting Close Date: Feb 10, 2025 Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) . View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) . View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf) Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Risk Advisor -AML and Fraud

Tephra New York, New York

You will be part of a global team functioning in start up mode within one of the key players in Global Consulting & TechnologyResponsibilities: •Is actively involved in business development activities to help identify and research opportunities on new/existing clients•Solve complex challenges fo

FSRM Advisor - FSRM - Traded Prod Risk and Capital - FSO - Manager - Multiple Positions - 1502354

EY Hoboken, New Jersey

Risk governance, risk appetite, risk identification, risk monitoring, risk measurements (limits, greeks) and risk reporting;. Advise and provide clients with strategic recommendations on Financial Services Risk Management issues facing the financial services sector, focusing on the identification, m

Risk & Underwriting Advisor - Express Scripts - Hybrid

The Cigna Group Morris Plains, New Jersey

The Risk & Underwriting Advisor will partner with other Supply Chain teams and cross-functional stakeholders to strategize and deliver client-specific rebate modeling and guarantees for new and existing business. Support team leadership by reviewing key / complex client rebate modeling and "tran

High salary

Business and Client Risk Engagement Advisor - Chief Risk Office

Bloomberg New York, New York

The Business and Client Risk Engagement team brings transparency to Bloomberg's risk management and cyber security practices, to gain and keep client trust so they renew and expand their use of Bloomberg’s offerings. Strong knowledge of information security, technology and associated risks, includ

Posted 8 hours ago

Plasma Center Licensed Practical Nurse - Harlem

Biolife Plasma Services NEW YORK, New York

By clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda’s Privacy Notice and Terms of Use . I further attest that all information I submit in my employment application is true to the best of my knowledge. Job Description NURSING IS HARD WORK. BUT IT DOESN’T HAVE TO BE . At BioLife, nursing can be a challenging, yet fulfilling career. Nursing careers at BioLife are different from many other nursing careers. Here, our Plasma Center Nurses screen and advise donors to ensure they are in good health to donate plasma. In turn, that plasma is used to create lifesaving and life-sustaining therapies received by hundreds of thousands of people with rare and complex diseases. As a Plasma Center Nurse, you get to know our donors while working in a modern, fast-paced, yet laid-back environment. You’ll work alongside friendly teammates who share your dedication to saving lives, and be a part of a supportive, fun culture. You can build a lasting career with us and there are opportunities to advance to management. Nursing doesn’t have to be hard work—at BioLife, it can be a career you love. What we offer: A diverse culture where you are treated like family! No overnight shifts! Benefits that start day one! Tuition Reimbursement! Paid Training! Advancement opportunities! A chance to make a difference and save lives without risking your own! About BioLife Plasma Services Every day at BioLife, we feel good knowing that what we do helps improve the lives of patients with rare diseases. While you focus on our donors, we’ll support you. We offer a purpose you can believe in, a team you can count on, opportunities for career growth, and a comprehensive benefits program, all in a fast-paced, friendly environment. BioLife Plasma Services is a subsidiary of Takeda Pharmaceutical Company Ltd. This position will require 6-8 weeks of travel for training purposes. All travel expenses for training will be covered by the company and will include cost of flights, rental car, lodging, and meals. Travel home for the weekend may be permitted and can be discussed further in the interview process. Position will be based out of our brand new plasma donation facility in Harlem, NY opening March 2025! Start dates are scheduled for January 2025. OBJECTIVES/PURPOSE The Medical Support Specialist determines donor eligibility to donate plasma, management of donor adverse events, review of laboratory test results, donor notification of unsuitable test results. The Medical Support Specialist works under the direct supervision of the Center Manager (or Assistant Manager as applicable) for operational guidance and under the supervision of the Center Physician for medical issues. Ideally, the Medical Support Specialist will be familiar with regulations of the plasma collection industry and/or a manufacturing environment. The Medical Support Specialist follows guidance provided by BioLife Medical Affairs and provides center level support of environmental, health and safety (EHS). ACCOUNTABILITIES Donor Eligibility (85%) Determine donor eligibility accurately and in a timely manner, to include, proper management of informed consent, AIDS education and confidential self-exclusion, medical history interview and acceptance requirements, physical examination, blood testing, and reviewing Serological Protein Electrophoresis (SPE) as required. Evaluate and manage donor reaction(s), which occurs at the facility as outlined in the SOPs. Follow applicable SOPs for medical emergencies including the execution of Center Physician’s standing orders and donor transport to emergency care facilities. Manage donor deferral; reviews test results and notify donors of unsuitable test results per applicable SOPs. Initiation and investigation of Post Donation Information (PDI). Refer to the Center Physician or Medical Affairs (as applicable) when in need of providing unacceptable findings to donors, problem solving, or guidance concerning medical or technical issues, including donor safety and eligibility. Demonstrate continued competency in the performance of job responsibilities and complete periodic assessment with the Center Physician per applicable SOPs. Assist the EHS program as required per SOPs or as requested by the EHS Manager (5%) Conduct pre-placement evaluation of new hires to include assessment of medical history questionnaire. Support the Hepatitis B and Seasonal Flu vaccination programs for employees as applicable. Maintain applicable employee medical records. Member of EHS site committee and assist in training of employees, as required. Manage employee incidents and determine whether further evaluation is required by occupational health/ER. Refer to EHS guidance regarding employee incidents. Administer first aid to employees as needed. Act as Pandemic Coordinator when authorized by EHS. Supports investigations associated with pandemic threats within local community as indicated by EHS or Medical Affairs. May perform all required duties in the area of Medical History (including, but not limited to): (10%) Greet donors as they enter and exit the donor floor. Take and record donor pulse, blood pressure, and temperature measures and monitor electronic donor questionnaire system. Perform finger stick, test sample, and record other donor measures to include hematocrit, total protein and weight. Enter donor information into the Donor Information System (DIS). DIMENSIONS AND ASPECTS Technical/Functional (Line) Expertise Currently licensed or certified in the state where duties will be assigned: Licensed Practical or Vocational Nurse (LPN or LVN) Current Cardiopulmonary Resuscitation (CPR) and AED certification required Fulfillment of state requirements (in state of licensure) for basic IV therapy Able to satisfactorily complete the FDA approved training requirements for BioLife Medical Support Specialist Minimum of two years in a clinical or hospital setting preferred Effective communication skills Detail-oriented Customer service oriented Basic computer skills Willingness to work with other Center Medical Team members to ensure coverage of all operating hours Leadership Integrity Fairness Honesty Perseverance Putting the patient at the center Building trust with society Reinforcing our reputation Developing the business Effective coaching and counseling skills. Decision-making and Autonomy Routinely makes decisions determining donor eligibility. Seeks guidance from Center Physician and Center Management (including Quality) for medium to high impact decisions and urgent matters. Regularly advises and consults with donors/customers (External) Coordinates with Center Management team and Quality to ensure successful operation standards are met (Internal) Interaction Responsible for providing exceptional customer service to donors (external) and fellow employees (internal) Attend staff meetings and other team meetings as required. Ability to multi-task and work as a team player. Attention to detail and ability to work independently Effective coaching and counseling skills. Innovation Coordinates will all other center roles to effectively problem solve, ensure safety of staff and donors, and provide an exceptional customer experience. Supports the center management team in identifying operational opportunities for continuous improvement, initiating changes to center processes as needed, through use of company approved procedures (including but not limited to 5S, Value Stream Mapping and Kaizen). Complexity Maintain general cleanliness of work area and assist other work areas as needed to ensure a clean and professional environment. Willingness to travel preferred. (less than 10%) EDUCATION, BEHAVIOURAL COMPETENCIES AND SKILLS: Essential: Graduate of a recognized educational program. Desired: Bachelor’s Degree preferred. Minimum of two years in a clinical or hospital setting preferred. ADDITIONAL INFORMATION FLSA Classification (US) - Non-Exempt Other duties and responsibilities as assigned. BioLife Compensation and Benefits Summary We understand compensation is an important factor as you consider the next step in your career. W e are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. For Location: USA - NY - New York U.S. Hourly Wage Range: $31.15 - $42.84 The estimated hourly wage range reflects an anticipated range for this position. The actual hourly wage offered may depend on a variety of factors, including the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained , certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job.   The actual hourly wage offered will be in accordance with state or local minimum wage requirements for the job location. U.S. based e mployees may be eligible for short-term incentives. U.S. based employees may be eligible to participate in medical, dental, vision insurance, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, a tuition reimbursement program, paid volunteer time off, company holidays, and well-being benefits, among others. U.S. based employees are also eligible to receive, per calendar year, up to 80 hours of sick time, and new hires are eligible to accrue up to 120 hours of paid vacation. EEO Statement Takeda is proud in its commitment to creating a diverse workforce and providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, parental status, national origin, age, disability, citizenship status, genetic information or characteristics, marital status, status as a Vietnam era veteran, special disabled veteran, or other protected veteran in accordance with applicable federal, state and local laws, and any other characteristic protected by law. Locations USA - NY - New York Worker Type Employee Worker Sub-Type Regular Time Type Full time Job Exempt No

Posted 8 hours ago

Plasma Center Spanish/English Bilingual Licensed Practical Nurse - Harlem

Biolife Plasma Services NEW YORK, New York

By clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda’s Privacy Notice and Terms of Use . I further attest that all information I submit in my employment application is true to the best of my knowledge. Job Description NURSING IS HARD WORK. BUT IT DOESN’T HAVE TO BE . At BioLife, nursing can be a challenging, yet fulfilling career. Nursing careers at BioLife are different from many other nursing careers. Here, our Plasma Center Nurses screen and advise donors to ensure they are in good health to donate plasma. In turn, that plasma is used to create lifesaving and life-sustaining therapies received by hundreds of thousands of people with rare and complex diseases. As a Plasma Center Nurse, you get to know our donors while working in a modern, fast-paced, yet laid-back environment. You’ll work alongside friendly teammates who share your dedication to saving lives, and be a part of a supportive, fun culture. You can build a lasting career with us and there are opportunities to advance to management. Nursing doesn’t have to be hard work—at BioLife, it can be a career you love. What we offer: A diverse culture where you are treated like family! No overnight shifts! Benefits that start day one! Tuition Reimbursement! Paid Training! Advancement opportunities! A chance to make a difference and save lives without risking your own! About BioLife Plasma Services Every day at BioLife, we feel good knowing that what we do helps improve the lives of patients with rare diseases. While you focus on our donors, we’ll support you. We offer a purpose you can believe in, a team you can count on, opportunities for career growth, and a comprehensive benefits program, all in a fast-paced, friendly environment. BioLife Plasma Services is a subsidiary of Takeda Pharmaceutical Company Ltd. This position will require 6-8 weeks of travel for training purposes. All travel expenses for training will be covered by the company and will include cost of flights, rental car, lodging, and meals. Travel home for the weekend may be permitted and can be discussed further in the interview process. Position will be based out of our brand new plasma donation facility in Harlem, NY opening March 2025! Start dates are scheduled for January 2025. OBJECTIVES/PURPOSE The Medical Support Specialist determines donor eligibility to donate plasma, management of donor adverse events, review of laboratory test results, donor notification of unsuitable test results. The Medical Support Specialist works under the direct supervision of the Center Manager (or Assistant Manager as applicable) for operational guidance and under the supervision of the Center Physician for medical issues. Ideally, the Medical Support Specialist will be familiar with regulations of the plasma collection industry and/or a manufacturing environment. The Medical Support Specialist follows guidance provided by BioLife Medical Affairs and provides center level support of environmental, health and safety (EHS). ACCOUNTABILITIES Donor Eligibility (85%) Determine donor eligibility accurately and in a timely manner, to include, proper management of informed consent, AIDS education and confidential self-exclusion, medical history interview and acceptance requirements, physical examination, blood testing, and reviewing Serological Protein Electrophoresis (SPE) as required. Evaluate and manage donor reaction(s), which occurs at the facility as outlined in the SOPs. Follow applicable SOPs for medical emergencies including the execution of Center Physician’s standing orders and donor transport to emergency care facilities. Manage donor deferral; reviews test results and notify donors of unsuitable test results per applicable SOPs. Initiation and investigation of Post Donation Information (PDI). Refer to the Center Physician or Medical Affairs (as applicable) when in need of providing unacceptable findings to donors, problem solving, or guidance concerning medical or technical issues, including donor safety and eligibility. Demonstrate continued competency in the performance of job responsibilities and complete periodic assessment with the Center Physician per applicable SOPs. Assist the EHS program as required per SOPs or as requested by the EHS Manager (5%) Conduct pre-placement evaluation of new hires to include assessment of medical history questionnaire. Support the Hepatitis B and Seasonal Flu vaccination programs for employees as applicable. Maintain applicable employee medical records. Member of EHS site committee and assist in training of employees, as required. Manage employee incidents and determine whether further evaluation is required by occupational health/ER. Refer to EHS guidance regarding employee incidents. Administer first aid to employees as needed. Act as Pandemic Coordinator when authorized by EHS. Supports investigations associated with pandemic threats within local community as indicated by EHS or Medical Affairs. May perform all required duties in the area of Medical History (including, but not limited to): (10%) Greet donors as they enter and exit the donor floor. Take and record donor pulse, blood pressure, and temperature measures and monitor electronic donor questionnaire system. Perform finger stick, test sample, and record other donor measures to include hematocrit, total protein and weight. Enter donor information into the Donor Information System (DIS). DIMENSIONS AND ASPECTS Technical/Functional (Line) Expertise Currently licensed or certified in the state where duties will be assigned: Licensed Practical or Vocational Nurse (LPN or LVN) Current Cardiopulmonary Resuscitation (CPR) and AED certification required Fulfillment of state requirements (in state of licensure) for basic IV therapy Able to satisfactorily complete the FDA approved training requirements for BioLife Medical Support Specialist Minimum of two years in a clinical or hospital setting preferred Effective communication skills Detail-oriented Customer service oriented Basic computer skills Willingness to work with other Center Medical Team members to ensure coverage of all operating hours Leadership Integrity Fairness Honesty Perseverance Putting the patient at the center Building trust with society Reinforcing our reputation Developing the business Effective coaching and counseling skills. Decision-making and Autonomy Routinely makes decisions determining donor eligibility. Seeks guidance from Center Physician and Center Management (including Quality) for medium to high impact decisions and urgent matters. Regularly advises and consults with donors/customers (External) Coordinates with Center Management team and Quality to ensure successful operation standards are met (Internal) Interaction Responsible for providing exceptional customer service to donors (external) and fellow employees (internal) Attend staff meetings and other team meetings as required. Ability to multi-task and work as a team player. Attention to detail and ability to work independently Effective coaching and counseling skills. Innovation Coordinates will all other center roles to effectively problem solve, ensure safety of staff and donors, and provide an exceptional customer experience. Supports the center management team in identifying operational opportunities for continuous improvement, initiating changes to center processes as needed, through use of company approved procedures (including but not limited to 5S, Value Stream Mapping and Kaizen). Complexity Maintain general cleanliness of work area and assist other work areas as needed to ensure a clean and professional environment. Willingness to travel preferred. (less than 10%) EDUCATION, BEHAVIOURAL COMPETENCIES AND SKILLS: Essential: Graduate of a recognized educational program. Desired: Bachelor’s Degree preferred. Minimum of two years in a clinical or hospital setting preferred. ADDITIONAL INFORMATION FLSA Classification (US) - Non-Exempt Other duties and responsibilities as assigned. BioLife Compensation and Benefits Summary We understand compensation is an important factor as you consider the next step in your career. W e are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. For Location: USA - NY - New York U.S. Hourly Wage Range: $31.15 - $42.84 The estimated hourly wage range reflects an anticipated range for this position. The actual hourly wage offered may depend on a variety of factors, including the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained , certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job.   The actual hourly wage offered will be in accordance with state or local minimum wage requirements for the job location. U.S. based e mployees may be eligible for short-term incentives. U.S. based employees may be eligible to participate in medical, dental, vision insurance, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, a tuition reimbursement program, paid volunteer time off, company holidays, and well-being benefits, among others. U.S. based employees are also eligible to receive, per calendar year, up to 80 hours of sick time, and new hires are eligible to accrue up to 120 hours of paid vacation. EEO Statement Takeda is proud in its commitment to creating a diverse workforce and providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, parental status, national origin, age, disability, citizenship status, genetic information or characteristics, marital status, status as a Vietnam era veteran, special disabled veteran, or other protected veteran in accordance with applicable federal, state and local laws, and any other characteristic protected by law. Locations USA - NY - New York Worker Type Employee Worker Sub-Type Regular Time Type Full time Job Exempt No