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Senior Vice President of Clinical Services
Medix™ 4.5
Assistant vice president job in New York, NY
Senior VicePresident for Clinical Services
Schedule: Monday-Friday, 9am-5pm (35 hours/week, no weekends; occasional after-hours calls)
Employment Type: Full-Time
A leading NYC behavioral health organization is seeking an experienced LCSW with both clinical and management expertise to serve as the Senior VicePresident for Clinical Services. This leader will oversee the operations of a NYS Article 31 Mental Health Clinic (MHOTRS), providing strategic, administrative, and clinical oversight to ensure high-quality care, regulatory compliance, and strong staff performance.
This is a hybrid role-onsite to start, then transitioning to 2 days onsite / 3 days remote.
About the Role
The Senior VP for Clinical Services leads all aspects of clinical operations, compliance, documentation standards, productivity, and program quality. This role directly supervises 7 staff members and an Assistant Director, while also partnering closely with the Intake, Billing, and Medical teams. The SVP ensures the clinic delivers effective in-person and telehealth services and maintains adherence to OMH, DOHMH, Medicare, Medicaid, and Article 31 regulations.
Key Responsibilities
Administrative Oversight
Monitor productivity for all clinic staff according to billable hour standards
Ensure documentation and clinic activity meet OMH 599, Medicare, Medicaid, and payer regulations
Prepare materials for site audits and act as primary liaison during reviews
Address client concerns and administrative issues with a strong customer service mindset
Develop staffing plans, coverage schedules, and ensure on-site director availability
Oversee or facilitate clinic meetings, mid-week huddles, and biweekly clinical consultation hours
Participate in shared rotation for after-hours/emergency phone coverage
Clinical Leadership & Supervision
Set standards for clinical practice and evidence-based treatment modalities
Provide formal and ad hoc supervision to LMSW/LCSW social workers
Provide supervision and support to the Clinic Operations Coordinator
Partner with the Chief Program Officer to support MDs and NPPs
Ensure the clinic maintains high-quality, person-centered care across all modalities
Required Qualifications
Current NYS LCSW
At least 5 years of supervisory experience in a behavioral health setting
Strong clinical background and experience supervising clinicians
Experience with documentation oversight, audits, compliance, and performance management
Expertise in Electronic Health Records, including training and coaching staff
Ability to lead within a complex administrative environment
Collaborative communication style with the ability to support cross-disciplinary teams
Must have prior management experience, including performance evaluations and accountability
Preferred Qualifications
Leadership experience at the Assistant Director, Director, or Senior Clinical Supervisor level
Experience working with geriatric or diverse behavioral health populations
Strong leadership presence and comfort managing multiple moving parts
Work Environment & Additional Details
Business professional dress code
Hybrid schedule after initial onsite on-boarding
Three-stage interview process
Organization provides equipment and support for hybrid work
Strong internal support from the Chief Program Officer and clinical leadership teams
This role is open due to the previous leader stepping away from management responsibilities
Why This Role Stands Out
High-impact leadership role with broad clinical and operational influence
Stable schedule with no weekends
Hybrid flexibility after initial on-boarding
Opportunity to lead a respected Article 31 program with a committed clinical team
Strong collaboration with intake, billing, administrative, and medical departments
$173k-269k yearly est. 4d ago
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SVP/VP - Infrastructure/ Energy Transition Investment Product Specialist
Coda Search│Staffing
Assistant vice president job in New York, NY
We are seeking a high-caliber VicePresident or Senior VicePresident to join a leading global alternative asset manager as a Product Specialist. This is a pivotal, client-facing role within the Investment Specialist team, focused on driving fundraising and business development for a premier Infrastructure, Renewable Power, and Energy Transition platform.
As an expert on the firm's flagship and specialized fund offerings, you will serve as the bridge between the investment desks and the global investor community. This role offers significant exposure to institutional investors, consultants, and private wealth channels across the Americas, EMEA, and APAC.
Key Responsibilities
Subject Matter Expertise: Act as the primary technical resource for Infrastructure and Transition strategies. Attend internal investment and asset management meetings to translate complex deal flows into compelling narratives for the market.
Global Fundraising: Lead and participate in global roadshows, investor conferences, and bespoke prospect meetings. You will be a key face of the firm, requiring frequent international travel.
Strategy & Product Launches: Partner with senior leadership to design and execute fundraising strategies for new product launches, ensuring momentum and high-quality market positioning.
Investor Relations & Messaging: Collaborate with Relationship Managers (CRMs) to refine product messaging, ensuring it resonates with diverse investor profiles and evolving market conditions.
Content Partnership: Work closely with Marketing and Fundraise Management teams to create high-impact investor materials, including technical presentations, white papers, and market commentaries.
Strategic Growth: Support the build-out of new distribution capabilities, researching new markets, investor types, and innovative product structures.
The Ideal Candidate
Experience: 7+ years of professional experience within Real Assets. Backgrounds in Investing, Asset Management, Investment Banking, or Investor Relations are highly preferred.
Communication Mastery: Exceptional ability to distill technical, complex investment concepts into clear, persuasive communications for a sophisticated client base.
Relationship Focus: Proven track record of building and maintaining long-term trust with institutional or private wealth investors.
Commercial Acumen: A self-starter who proactively identifies market opportunities and possesses the "follow-up" discipline required for long-lead fundraising cycles.
Collaborative Mindset: Ability to navigate a high-performance, matrixed environment and work seamlessly across investment, marketing, and legal teams.
$159k-256k yearly est. 5d ago
SVP, Digital Group Media Director
DNY
Assistant vice president job in New York, NY
The SVP, Digital Group Media Director is a senior strategic leader responsible for shaping the vision, performance, and growth of digital media across multiple clients and disciplines. This leader oversees all aspects of digital media strategy, investment, innovation, and team leadership ensuring integration with creative, data, and technology partners to drive measurable business results.
This role requires a visionary thinker with deep expertise in digital ecosystems, strong business acumen, and a passion for nurturing teams in a fast-paced, creatively driven environment.
Key Responsibilities:
Leadership & Strategy
Lead the development and execution of integrated digital media strategies across paid, owned, and earned channels.
Partner with executive leadership to define the agency's digital media offering, innovation roadmap, and best-in-class practices.
Translate client business goals into actionable media strategies and measurable outcomes.
Champion collaboration between creative, strategy, analytics, and technology teams to ensure cohesive storytelling and performance alignment.
Collaborate with tech partners on marketing automation projects.
Client Partnership
Guide clients through digital transformation, ensuring cutting-edge, data-informed decisions across programmatic, social, search, and emerging platforms.
Oversee multiple high-value accounts, ensuring media excellence, innovation, and fiscal stewardship.
Build trusted relationships that result in long-term client growth and satisfaction.
Performance & Innovation
Oversee digital media investment, optimization, and reporting frameworks to ensure efficiency and effectiveness.
Evaluate new technologies, platforms, and partnerships for client and agency benefit.
Lead thought leadership initiatives, contributing to agency visibility in the industry.
Ensure compliance with data privacy and brand safety standards.
Qualifications
12-15+ years of experience in media strategy, digital marketing, or integrated communications, with a focus on leadership roles.
Proven experience managing large, multi-channel campaigns and multimillion-dollar budgets.
Expertise in programmatic, social, SEM, e-commerce, and emerging digital platforms.
Strong analytical mindset and comfort working with data-driven insights.
Exceptional communication, negotiation, and presentation skills.
Experience leading teams within a creative or integrated agency environment preferred
Salary up to $225,000.00, commensurate with experience.
$225k yearly 1d ago
VP of Talent Acquisition (ID# 4758)
TGC Search
Assistant vice president job in New York, NY
VP of Talent Acquisition
Type: Full-Time, Permanent
Sector: Nonprofit
About the Role:
A rapidly growing nonprofit organization is expanding its HR function and seeking a strategic VP of Talent Acquisition. This leader will replace a reactive model with a proactive, data-driven approach, building pipelines, improving KPIs, and partnering closely with leadership to enhance workforce performance and retention.
Key Responsibilities:
Develop and execute attraction strategies, including recruitment marketing, storytelling, and employer branding.
Lead and mentor a team of recruiters; provide guidance to onboarding specialists.
Reduce vacancy rates, improve early retention, and drive measurable KPI improvements.
Design and implement a structured, engaging onboarding experience.
Support HR system optimization and process modernization initiatives.
Collaborate with senior leadership on workforce planning, engagement, and alignment across departments.
Qualifications:
5-7+ years of senior leadership experience in Talent Acquisition, Employer Branding, or Employee Engagement.
Experience managing recruiters across multi-location operations.
Strong analytics skills with the ability to define, track, and improve KPIs.
Experience in nonprofit, human services, or mission-driven organizations preferred.
Proven ability to influence and partner with senior leadership.
We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.
$145k-219k yearly est. 5d ago
Vice President of Accounting
Russell Tobin 4.1
Assistant vice president job in New York, NY
Investment Consultant - Relationship Manager
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Full-Time | Salary Range: $200,000 - 230,000
The VicePresident of Accounting will oversee all accounting operations and ensure the accuracy, integrity, and efficiency of financial reporting processes. This strategic leader will work closely with senior management to influence the company's financial direction while fostering a culture of transparency, accountability, and continuous improvement.
The ideal candidate is a forward-thinking professional with a deep understanding of accounting principles, internal controls, and system optimization. They will play a pivotal role in building the foundation for scalable growth and operational excellence across the organization.
Key Responsibilities
Lead, develop, and mentor a high-performing accounting team, promoting a culture of excellence, ownership, and collaboration.
Ensure the accuracy and timeliness of all financial reporting, including monthly, quarterly, and annual financial statements.
Oversee consolidation processes for multiple subsidiaries across different accounting systems; design and implement standardized workflows to ensure timely and accurate consolidation.
Enhance, implement, and monitor accounting policies, procedures, and internal controls to safeguard assets and maintain the integrity of financial reporting.
Drive process improvements and leverage technology to streamline accounting operations, increase efficiency, and support scalability.
Serve as the primary contact for external auditors and tax advisors; manage annual audits and ensure compliance with all tax filing requirements.
Develop and maintain Standard Operating Procedures (SOPs) across accounting processes; create and enforce a comprehensive monthly close checklist.
Conduct technical accounting research and provide guidance on complex accounting matters.
Collaborate cross-functionally with departments such as Operations, Marketing, and HR to align financial reporting with business goals.
Present clear, concise financial insights to leadership to enable data-driven decision-making.
Qualifications
Bachelor's degree in Accounting, Finance, or a related field required; CPA or MBA strongly preferred.
10+ years of progressive accounting experience, with at least 5 years in a senior leadership role.
Experience within mid-sized to large organizations; hospitality, restaurant, or retail industry experience is preferred.
Strong knowledge of GAAP, including multi-entity consolidations, eliminations, and investment in subsidiary accounting.
Proficiency with ERP systems (Workday preferred) and advanced Excel capabilities.
Proven success in leading and developing teams, managing cross-functional initiatives, and influencing organizational strategy at the executive level.
Exceptional problem-solving skills and the ability to develop effective solutions in complex financial environments.
Excellent communication and presentation skills, with the ability to convey financial insights to non-financial audiences.
$200k-230k yearly 3d ago
Vice President
Paul Bridges Group
Assistant vice president job in New York, NY
VicePresident - Private Equity Talent Advisory
Work Model: 3 days per week in office (Manhattan)
Compensation: Base salary $150,000-$175,000 plus bonus
This role sits within a specialized talent advisory platform that partners closely with private equity investors to support talent mapping, leadership assessment, and succession planning across portfolio companies. The firm works upstream with investment teams, providing deep market intelligence and talent insights across multiple sectors.
The VicePresident serves as the connective tissue between rigorous talent research and sophisticated private equity clients. This is a highly execution oriented role focused on advisory delivery, not business development. The position is well suited for experienced retained search professionals who enjoy client interaction, intellectual rigor, and long term relationship building within the private equity ecosystem.
Role Responsibilities
• Lead talent mapping and market intelligence efforts for private equity clients across active and prospective investments
• Act as a day to day point of contact for investment professionals, translating client needs into high quality talent deliverables
• Partner closely with internal research teams to shape search strategy, validate target universes, and assess senior level talent
• Conduct in depth candidate evaluations, including career trajectory analysis, sector expertise, and leadership capability
• Deliver clear, thoughtful insights to clients on talent availability, compensation dynamics, and leadership trends
• Support portfolio company hiring across executive and senior leadership roles as needed
• Maintain strong internal collaboration to ensure consistency, quality, and timeliness across all client engagements
Ideal Background
• 7-9 years of professional experience, ideally in retained executive search or a closely related talent advisory environment
• Experience working with private equity clients or strong familiarity with the private equity investment lifecycle
• Exposure to a range of sectors such as Technology, Media, Entertainment, Telecom, or other PE backed industries
• Comfortable operating in a client facing advisory role with senior investment professionals
• Highly analytical, detail oriented, and capable of managing multiple complex projects simultaneously
• Strong written and verbal communication skills with a professional and polished presence
Additional Details
• No business development or sales expectations
• Clear path for growth within a stable, high performing platform
• Collaborative culture with significant exposure to top tier private equity investors
• Structured compensation with competitive base salary and performance based bonus
$150k-175k yearly 1d ago
VP of Digital/eCommerce
Orion 4.8
Assistant vice president job in New York, NY
Orion's mission is to transform longevity through sleep. Orion just raised an $18m Seed Round and is founded by unicorn founders who have built & sold companies for combined $2 billion+. Orion's smart sleep system uses AI to make 6 hours of sleep feel like 10 and the company is positioned to disrupt the $100 billion preventative health market.
Role Description
We're looking for a VP of Digital & eCommerce to lead all things digital-from strategy to execution. You'll oversee site performance, conversion, user experience, digital marketing, funnel optimization, and own the full customer lifecycle across DTC channels.
As a key member of the leadership team, you'll be responsible for building a high-converting digital ecosystem that drives customer acquisition, engagement, and long-term value.
Key Responsibilities
Own and drive the end-to-end digital strategy across eCommerce, performance marketing, site, mobile, retention, and analytics
Lead optimization of the website and checkout experience to increase conversion and average order value
Manage full eCommerce P&L, including revenue forecasting, budget allocation, CAC/LTV tracking, and unit economics
Partner with Product, Brand, and CX teams to ensure seamless and engaging digital experiences
Implement tools, technologies, and best practices to scale DTC growth efficiently
Oversee performance marketing campaigns (paid search, paid social, affiliates, influencers) in partnership with internal teams and agencies
Build out the digital growth team as the company scales
Ideal Candidate Profile
8-10+ years of experience in DTC eCommerce, ideally in health tech, wellness, fitness, or consumer electronics
Proven track record of scaling eComm businesses from early-stage to $50M+
Deep understanding of CRO, funnel optimization, UX/UI, and performance media
Analytical thinker with strong command of data, A/B testing, and attribution
Comfortable in scrappy, high-growth environments with a focus on execution
Experience managing cross-functional teams and third-party partners
Passionate about sleep, health, and using technology to improve lives
$144k-208k yearly est. 4d ago
VP of Merchandising - Walmart
Fourth Floor 3.6
Assistant vice president job in New York, NY
Our client, an apparel company, is looking for a Senior Merchant to work on their Walmart account.
Responsibilities
Lead end-to-end product strategy for Walmart womenswear, including assortment planning, pricing, and seasonal line development.
Analyze sales performance, customer insights, and market trends to optimize category performance and identify growth opportunities.
Partner closely with Design, Production, and Sales teams to ensure product alignment with Walmart's requirements, timelines, and profitability goals.
Manage Walmart-specific workflows-including item setup, replenishment, packaging requirements, and calendar management-to ensure flawless execution.
Qualifications
5-7+ years of merchandising experience within womenswear, ideally with direct Walmart or mass retail account exposure.
Strong analytical skills with the ability to interpret sales data, forecast demand, and drive strategic decisions.
Excellent cross-functional communication skills and experience collaborating with design, sourcing, and retail partners.
Highly organized, detail-oriented, and comfortable managing multiple product categories and deadlines in a fast-paced environment.
$152k-225k yearly est. 4d ago
Vice President Operations
Healthcare Recruiters International 3.7
Assistant vice president job in New York, NY
About the Company
Our client, a growing and mission-driven behavioral health organization with four treatment locations, is seeking a VicePresident of Operations to provide executive-level leadership across clinical and administrative operations.
About the Role
Looking for specific experience in implementation and management of systems/processes for Multi-Site Health Service Companies. Implementation of SOPs will be a high priority: This will be a very hands-on role, in addition to managing. This role is critical to standardizing processes, driving operational excellence, and supporting high-quality care.
Responsibilities
Operational Leadership
Provide strategic and day-to-day operational oversight for four behavioral health locations
Ensure consistent implementation of operational standards across all sites
Serve as a key member of the executive leadership team
SOP Development & Execution
Design, document, and continuously improve standard operating procedures (SOPs)
Ensure SOPs are scalable, auditable, and aligned with regulatory requirements
Train and hold leadership teams accountable to SOP compliance
Program & Clinical Support
Ensure operational systems support quality patient care and outcomes
Regulatory & Compliance Oversight
Ensure compliance with state, federal, and accreditation standards
Oversee audits, inspections, and quality assurance processes
People & Performance Management
Lead and mentor site-level operational leaders
Establish KPIs and performance dashboards
Foster a culture of accountability and continuous improvement
$145k-236k yearly est. 1d ago
Chief Operating Officer (on-site)
Northeastern Aviation Corp
Assistant vice president job in Farmingdale, NY
About the Company:
Northeastern Aviation, a well-established and growing Long Island-based aircraft management and charter company seeks an experienced operational leader to serve as Chief Operating Officer (COO).
About the Role:
The Chief Operating Officer (COO) leads the company's operational strategies, ensuring seamless service integration, driving organizational performance, and expanding revenue streams. Reporting to the President, the COO plays a vital role in achieving the company's growth objectives and maintaining a strong industry reputation. The role requires significant experience in Part 135 from both a regulatory and business perspective, which are essential for managing charter flight operations safely and in full regulatory compliance. Only candidates with Part 135 and charter aviation experience will be considered for this role. The COO will collaborate closely with the Advisory Board to implement strategies that promote sustainable growth and operational excellence.
Major Accountabilities
Direct all operational divisions (including charter operations, maintenance, detailing, and line services) to ensure high performance and efficiency.
Ensure compliance with FAA Part 135 regulations to maintain safe, reliable charter operations.
Collaborate with the Advisory Board to develop and implement strategic business and sales plans.
Drive revenue growth by identifying new market opportunities, building client relationships, and expanding charter sales.
Manage operational expenses and resource allocation to drive profitability.
Identify and implement process improvements and technology to enhance efficiency and service.
Build strong relationships with stakeholders to provide high-quality, responsive client service.
Mentor and develop department heads and managers to foster a growth-oriented, sales-driven environment.
Serve as a key decision-maker during emergencies to ensure effective crisis resolution.
Required Qualifications:
Aviation Operations Leadership: Minimum 10+ years in aviation operations, including at least 5 years in senior leadership roles overseeing complex operational environments.
Sales and Business Development Expertise: Demonstrated success in developing and executing sales strategies, driving revenue growth, and building strong client relationships within the aviation sector.
Experience with FAA Part 135 Regulations: Extensive knowledge of Part 135 operations, ensuring full regulatory compliance and safety for charter services.
Fixed-Base Operator (FBO) Experience: Strong background in managing FBO operations, including fueling, hangaring, aircraft maintenance, and premium customer service.
Financial Management Expertise: Proven ability in budgeting, financial reporting, and implementing cost-control measures to maximize profitability.
Regulatory Knowledge: Comprehensive understanding of FAA and industry safety standards, with a commitment to compliance and operational integrity.
Leadership Skills: Track record of mentoring and developing high-performing teams, coupled with exceptional communication and decision-making abilities.
Educational Background: Bachelor's degree in aviation management, Business Administration, or a related field (master's degree preferred).
Work Location:
This position is on-site at our Farmingdale, NY location. Remote or hybrid work arrangements are not available for this role. Only candidates who are able to work full-time in Farmingdale will be considered.
Pay Range and Compensation Package:
Base Salary: $150,000 to $200,000 per year.
Total Compensation: $200,000 to $250,000 annually, including bonuses and incentives.
The salary range and/or hourly rate listed is a good faith estimate of potential base compensation for this position at the time of posting. This range is subject to change. It is uncommon for individuals to be hired at or near the top of the range, as compensation decisions are based on various factors specific to each case. These factors may include, but are not limited to, location, area of expertise, department, years of relevant experience, education, certifications, budget considerations, and internal equity.
Equal Opportunity Statement:
NEA is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
$150k-200k yearly 1d ago
Chief Operating Officer
HCP Talent 4.2
Assistant vice president job in New York, NY
Compensation: $290k- $350k per year
Job Type: Full-time, Monday-Friday
A major New York City health system is seeking a Chief Operating Officer (COO) to partner with and support the Chief Executive Officer. This role provides broad operational oversight, exercises significant independent judgment, and serves as the CEO's primary delegate across areas such as Operations, Facilities, Ancillary Services, Clinical Operations, and Emergency Management.
Key Responsibilities
Leads the development, implementation, and evaluation of programs, policies, procedures, and organizational goals set by the CEO.
Oversees operational functions, ensuring alignment between facility teams and the corporate office.
Maintains full regulatory and accreditation compliance and drives readiness for all inspections.
Recommends procurement of supplies, equipment, and capital needs within approved guidelines.
Advises on construction, renovation, and equipment replacement plans.
Participates in and facilitates interdepartmental and departmental meetings; may assign staff to hospital committees.
Supports CEO in building and maintaining relationships with external agencies, regulatory bodies, and professional groups.
Helps maintain management reporting systems that provide timely data for planning and decision-making.
Promotes a culture of accountability by setting performance standards, evaluating staff, and addressing performance issues.
Participates in developing annual operating, expense, and revenue budgets; ensures operations remain within financial parameters.
Reviews budget requests and monitors costs across operational areas.
Serves as Acting CEO in the CEO's absence.
Benefits
Health Insurance Plans
Flexible Spending Account Programs
Management Benefits Fund (MBF)
Tuition Reimbursement
Vacation and Sick Leave
Family & Medical Leave Act (FMLA)
Special Leave of Absence Coverage (SLOAC)
Additional Leave Options
Retirement Savings Plans (NYCERS, VDC, TDA 403B, 457, NYCE IRA)
Additional Savings Plan Options
Transit Benefits
Municipal Credit Union (MCU) Membership
Qualifications
Six (6) years of senior-level experience in business administration, public administration, or hospital administration; or direct responsibility for major hospital operations with exposure to community healthcare needs.
Extensive knowledge of hospital operations, administration, and regulatory requirements.
Master's Degree in Hospital Administration, Business Administration, Public Health, Healthcare Management, Medical Administration, or a related field.
$290k-350k yearly 4d ago
Vice President, Assistant Treasurer
QXO
Assistant vice president job in Greenwich, CT
Reports to: Senior VicePresident, Treasurer
Job Type: Full-Time
The Role:
QXO is seeking a VicePresident, Assistant Treasurer to play a key leadership role in managing and optimizing the company's treasury operations. This is a hands-on, player/coach position is ideal for a self-starter with strong technical expertise, strategic thinking, and proven experience in capital markets, liquidity management, and treasury systems. The ideal candidate has successfully led similar functions in the past and demonstrates both the capability and upside potential to grow within the organization. This role will oversee day-to-day treasury activities while driving strategic initiatives related to systems implementation, process improvement, and capital structure optimization.
What you'll do:
Lead and manage daily treasury operations, including cash management, liquidity forecasting, and participate in capital markets activities.
Partner with the Treasurer on strategic initiatives and financial planning related to capital structure, financing, and risk management.
Oversee implementation and optimization of the Treasury Management System (TMS), ensuring automation, accuracy, and efficiency.
Play a leading role in treasury related ERP system integration projects, including process redesign, system rollouts, and change management initiatives.
Support M&A activity, including due diligence, integration planning, and post-acquisition treasury setup.
Develop, mentor, and guide team members while maintaining a strong 'player/coach' approach.
Partner cross-functionally with Accounting, FP&A, Tax, Legal, and Corporate Development to ensure treasury alignment with company objectives.
Contribute to financial modeling related to cash flow projections, debt capacity, and capital market transactions.
Ensure compliance with internal controls and regulatory requirements governing debt agreements, cash and investments.
What you'll bring:
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
10+ years of progressive treasury or finance experience, including prior experience in a similar role at a large or complex organization.
Strong understanding of capital markets, cash flow management, and corporate finance principles.
Hands-on experience with Treasury Management Systems and ERP implementations.
Proven project management skills and ability to lead process improvement and system rollouts.
Demonstrated experience in M&A due diligence and integration is highly desirable.
Excellent communication, analytical, and leadership skills, with the ability to operate effectively at both strategic and tactical levels.
Highly motivated self-starter with the ability to manage multiple priorities in a fast-paced environment.
What you'll earn:
401(k) with employer match
Medical, dental, and vision insurance
PTO, company holidays, and parental leave
Paid training and certifications
Legal assistance and identity protection
Pet insurance
Employee assistance program (EAP)
About the company
QXO is the largest publicly traded distributor of roofing, waterproofing, and complementary building products in the United States. The company aims to become the tech-enabled leader in the $800 billion building products distribution industry and generate outsized value for shareholders. QXO is targeting $50 billion in annual revenues within the next decade through accretive acquisitions and organic growth.
QXO is an Equal Opportunity Employer.
We value diversity and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status.
To comply with Pay Transparency laws, employers must disclose an annual salary range. Actual offers depend on factors such as location, experience, skills, and market data. This position may also offer variable compensation.
$129k-168k yearly est. 4d ago
Chief Brand Officer
Phifer & Company 4.8
Assistant vice president job in New York, NY
Chief Brand Officer (CBO)
Reporting to: Chief Executive Officer (CEO) - Newly created role for brand.
Scope: Global
The Chief Brand Officer (CBO) is the ultimate steward of the company's global luxury brand, responsible for shaping its vision, meaning, and desirability across every customer and cultural touchpoint. Reporting directly to the CEO, the CBO will safeguard and elevate the brand's heritage while guiding its evolution for modern, global luxury consumers.
This role requires a rare balance of strategic rigor, creative excellence, and cultural sensitivity-ensuring the brand remains timeless, distinctive, and aspirational across markets, channels, and experiences.
Brand Vision, Heritage & Strategy
Define and articulate a clear, compelling global brand vision rooted in heritage, craftsmanship, and purpose
Preserve and evolve the brand's codes, symbols, and signatures while ensuring relevance for future generations
Serve as the ultimate guardian of brand integrity, exclusivity, and long-term brand equity
Partner with the CEO and executive leadership to align brand strategy with long-term value creation
Global Luxury Brand Leadership
Lead the global brand strategy across all regions, balancing consistency with local cultural nuance
Oversee major brand moments including global campaigns, brand evolutions, flagship openings, and high-profile collaborations
Ensure disciplined brand governance to protect prestige while enabling creative expression at scale
Creative Direction & Storytelling Excellence
Set the creative vision across advertising, editorial, visual identity, packaging, and digital experiences
Champion storytelling that elevates craftsmanship, artistry, and emotion-creating desire rather than promotion
Oversee creative agencies, artists, photographers, and cultural partners to deliver world-class brand expression
Ensure the brand remains culturally influential and aesthetically distinctive
Elevated Retail & Client Experience
Partner with Retail, Product, and Client Experience leaders to translate brand vision into exceptional in-store and omnichannel experiences
Influence store architecture, visual merchandising, packaging, and service rituals to reflect the highest standards of luxury
Champion personalization, exclusivity, and relationship-driven engagement for top-tier clients
Reputation, Influence & Cultural Authority
Oversee brand reputation, PR, and high-end communications, including editorial presence and cultural partnerships
Shape the brand's voice within fashion, design, art, and culture globally
Serve as a senior brand ambassador and spokesperson as appropriate
Leadership & Brand Governance
Build and lead a globally respected brand, creative, and content organization
Establish clear brand frameworks, tools, and governance to protect consistency and excellence worldwide
Inspire creative ambition while enforcing discipline, quality, and attention to detail
Measures of Success
Strengthened brand desirability, prestige, and cultural relevance
Consistency and excellence of brand expression across all markets and touchpoints
Growth in client loyalty, advocacy, and emotional connection
Successful execution of landmark brand initiatives and global moments
Enduring brand equity that transcends short-term commercial cycles
Experience & Profile
18+ years of senior leadership experience in luxury brand, creative, or marketing roles - IN-house experience is first preferences. Candidates will be prioritized with this.
Advanced degree extremely preferred.
strong global management overseeing 50 employees, with heavy growth projected.
Proven track record stewarding iconic luxury or premium consumer brands globally
Deep expertise in brand strategy, creative direction, storytelling, and cultural influence
Strong understanding of luxury retail, clienteling, and experiential design
Experience leading high-caliber, global creative and brand teams
Exceptional taste level, judgment, and executive presence
Leadership Style
Visionary, refined, and culturally fluent
Deep respect for heritage with a forward-looking mindset
Inspires excellence, creativity, and pride in craftsmanship
Trusted partner to the CEO and board
$126k-181k yearly est. 1d ago
Managing Director, Data Center Strategy
Futura Energy Group
Assistant vice president job in New York, NY
Managing Director - US Data Center Strategy
An institutionally backed digital infrastructure platform is seeking a Managing Director, Data Center Strategy to lead the development, investment and strategic growth of its data center portfolio.
As an executive you will play a defining role in shaping the company's continued expansion into hyperscale and enterprise markets - guiding strategic partnerships, evaluating new markets and overseeing large-scale development and acquisition initiatives across the US.
Key Responsibilities
Define and execute the platform's US data center growth strategy across greenfield development, joint ventures and strategic acquisitions.
Lead market evaluation for hyperscale, colocation and edge opportunities, balancing technical, financial and power-availability considerations.
Develop and manage partnerships with utilities, landowners, hyperscale tenants and construction partners to accelerate deployment timelines.
Oversee project pipeline from concept to commissioning - ensuring alignment with investment targets, ESG goals, and long-term platform value creation.
Collaborate cross-functionally with capital markets, operations, design, and energy procurement teams to drive scalable, cost-efficient growth.
Represent the platform externally with key industry stakeholders, maintaining a strong network across hyperscalers, developers, and investors.
Ideal Background
15+ years of experience in data center strategy, development and/or investment.
Proven record of leading large-scale acquisition, power negotiation and market entry initiatives across North America.
Deep understanding of power markets, interconnection and site-readiness within the evolving US data center ecosystem.
Strong commercial acumen and comfort operating at the intersection of infrastructure, energy and technology.
Experienced leader capable of guiding multidisciplinary teams and external partners in a high-growth environment.
The role offers:
True strategic influence - you'll sit at the table with investors and decision-makers shaping the next decades of digital infrastructure growth.
Scale and ambition - the platform is backed by institutional capital and positioned for major expansion across North America.
Autonomy and impact - the mandate is to create, not maintain. You'll set direction and define new markets.
$136k-250k yearly est. 2d ago
Managing Director
Madison-Davis, LLC 4.0
Assistant vice president job in New York, NY
Madison Davis is a fast-growing executive search and staffing firm that's redefining what growth looks like in professional services. We're looking for a Managing Director of Business Development who's ready to take ownership of our contract and temporary staffing expansion across clerical, administrative, accounting ,and professional support roles.
If you're someone who thrives on building relationships, closing deals, and driving measurable impact - this is your platform. You'll have the brand, backing, and autonomy to grow a book of business and help shape the future of one of our fastest-growing divisions.
What You'll Do
Own the entire business development cycle - from prospecting and pitching to onboarding and expanding client partnerships.
Build and nurture strong client relationships with SMB and mid-market organizations, ensuring trust and long-term growth.
Develop and execute sales strategies that drive revenue and market share within the contract/temporary professional services space.
Partner with internal recruiting teams to deliver top-tier candidates and create exceptional client experiences.
Identify new verticals, market opportunities, and clients to fuel sustained division growth.
Maintain oversight of all contract placements and billing accuracy to ensure financial integrity and client satisfaction.
Represent Madison Davis as a trusted advisor and strategic partner in the staffing industry.
What You Bring
Proven success in staffing or professional services sales, ideally focused on contract/temporary placements.
7+ years in staffing, 2+ in management
Strong record of building and growing client accounts - you know how to hunt and how to keep what you catch.
Excellent relationship-building, negotiation, and communication skills.
Organized, entrepreneurial, and driven - you thrive in a fast-paced, performance-based environment.
A passion for growth, ownership, and creating opportunity through business development.
Why Madison Davis
This isn't a static desk job - it's a chance to build your own book of business, own a market, and grow with a firm that's scaling fast. We reward performance, value independence, and invest in people who want to make a name for themselves in the staffing industry.
$121k-254k yearly est. 3d ago
Chief Development Officer
Riverspring Living
Assistant vice president job in New York, NY
Reports to President/CEO
Riverdale, New York
About the Organization
RiverSpring Living is a vibrant community serving older adults of all faiths through compassionate care and engagement. Guided by its non-profit mission, RiverSpring Living advocates and celebrates a vision of empowered aging. Founded in 1917 as the Hebrew Home, it has evolved over the years, acquiring a 19-acre site in Riverdale in 1951 and expanding to a 32-acre campus in 2012. The organization rebranded to RiverSpring Living to reflect its growth and expansion.
With over a century of dedication, RiverSpring Living combines high-touch, personalized care with cutting-edge innovations to meet the evolving needs of older adults. The team offers a comprehensive range of services, from independent and assisted living to nursing care and rehabilitation, backed by the highest ratings and expert caregivers. The facilities, particularly the Hebrew Home at Riverdale, have received numerous awards for innovation in technology, quality of care, and design.
Position Summary
The Chief Development Officer (CDO) is a key member of the executive leadership team. The CDO is responsible for developing and executing a comprehensive fundraising and philanthropic strategy to support RiverSpring Living, its mission and long-term goals. This position is responsible for developing and executing comprehensive strategies to grow philanthropic support through major gifts, capital and annual campaigns, planned giving, foundation/corporate giving and government support. The CDO serves as a strategic advisor to the President/CEO and Board of Directors on all matters related to fundraising and external engagement. The CDO will cultivate and steward meaningful relationships with donors who are passionate about quality care and dignity for older adults.
This is a unique opportunity to lead fundraising efforts that directly impacts the health, wellness and dignity of seniors and their families.
Key Responsibilities
Strategic Fundraising Leadership
Develop and lead a comprehensive development strategy aligned with organizational priorities and growth plans.
Design and implement programs for major gifts, annual and capital campaigns, and planned giving; support and enhance current foundation/corporate giving program; enhance/support events.
Cultivate, solicit, and steward major donors, endowment, and planned giving prospects.
Collaborate with the Development team in the continued execution of foundation/corporate giving and events.
Partner with the President/CEO and Board to strengthen donor relationships and expand a culture of philanthropy throughout the organization.
Strengthen and enhance development processes and procedures to support strategic vision for new growth.
Provide strategic leadership for donor communications and stewardship efforts to ensure impactful engagement.
Ensure compliance with fundraising regulations and ethical standards.
Represent the organization at community and donor events to enhance visibility and engagement.
Donor Engagement and Portfolio Management
Design and lead an integrated Development Roadmap with a 3-year growth strategy that aligns with organizational priorities.
Develop multi-year fundraising plans and performance metrics to achieve revenue goals, including estate and deferred giving.
Develop tailored proposals and stewardship plans that reflect donors' values and interests in aging and healthcare.
Develop a strong planned giving program, with a focus on bequests, charitable gift annuities, and beneficiary designations.
Create and manage a legacy society to honor and engage planned giving donors.
Leadership and Board Engagement
Work closely with the President/CEO and Board members to involve them in donor strategy and solicitations, serving as Ambassadors and Fundraisers.
Expand/Guide the Development Committee of the Board with realistic expectations and participation; provide coaching/support for Trustees donor outreach.
Prepare regular reports and updates for the Board's Development Committee.
Help build a culture of philanthropy across the organization, especially among leadership and frontline staff.
Team and Cross-Functional Collaboration
Supervise and mentor Development Staff fostering a results-oriented, collaborative team culture.
Partner with colleagues in communications, events, and community engagement to integrate messaging and donor recognition.
Collaborate with clinicians and program staff to translate the organization's impact into compelling philanthropic opportunities with Clients, their families and current, former family members of long-term Residents
Qualifications
Bachelor's degree required; Master's degree or CFRE certification preferred.
Minimum of 7 years of progressive leadership experience in fundraising, preferably within healthcare, senior services, or nonprofit sectors with an emphasis on Major Gifts,
Annual and Capital Campaigns and Planned Giving.
Demonstrated ability to close Major Gifts and secure complex Planned Gifts. Proven track record of managing successful fundraising campaigns.
Strong communication, interpersonal, and relationship-building skills, exceptionally high reasoning skills along with keen emotional intelligence.
Resourceful, dynamic and compassionate strategic thinker with the ability to work collaboratively across departments and with executive leadership.
Familiarity and understanding of Jewish Philanthropy community including relationship-building grounded in shared values and a genuine commitment to the mission. This is valuable in building trust and achieving long term success along with improving the lives of older adults and their families.
Compensation and Benefits
This position has a salary range of $275,000-$300,000
Comprehensive health, dental, and vision insurance
401K retirement plan with employer match
River Spring Living has retained the services of BSBSearch. Please email a cover letter and resume in confidence to:
Barbara Brown
Managing Director
BSBSearch
********************
RiverSpring Living values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of underrepresented ethnic groups, foreign-born residents, and veterans to apply. River Spring Living is an equal opportunity employer. Recruitment, hiring, promotions and other terms, conditions and privileges of employment shall be maintained in a manner which does not discriminate on the basis of age, race, creed, religion, color, national origin, sex, sexual orientation, gender expression, marital status, physical or mental disability, veteran status, or military status, or in violation of any applicable Federal, state or local laws.
RiverSpring Living will ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
The information in this job
description indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job, nor is it to be interpreted as a contract for employment.
$275k-300k yearly 1d ago
Accounting Manager - AVP/VP
First Eagle Investment Management
Assistant vice president job in New York, NY
Who we are looking for:
First Eagle is seeking to hire an Accounting Manager for our Corporate Finance team. The successful candidate will be responsible for the following responsibilities and have the following qualifications for this role:
What you will do:
Responsible for all of the Company's Foreign entities, including compliance with regulatory financial requirements, as well as be the lead on Technical Accounting Matters, which includes monitoring, interpreting and implementing new financial accounting and reporting pronouncements
Coordinate with internal and external auditors and consultants for technical accounting matters
Manage and review third party administrator service providers on foreign entities and provide guidance as necessary
Full-cycle accounting close process, coordinating month-end and year-end closing procedures for all foreign entities, including UK, Switzerland, Abu Dhabi, Germany, and any other country as the company expands its global footprint
Financial statement preparation based on local jurisdiction requirements and conversion to US GAAP for consolidation into US Parent, including eliminations
Prepare all necessary supporting schedules and documentation for audit readiness
Coordinate the annual audit process, serving as the primary liaison with external auditors
Ensure regulatory compliance by preparing and submitting required filings with regulatory bodies for all foreign entities
Perform detailed financial analysis, assessing monthly accruals and prepaid amortization, analyzing statements for discrepancies and variances, and maintaining the general ledger, cash flows, expense allocations, transfer pricing analysis
Responsible for writing accounting memos and developing policies and procedures to align with new accounting pronouncements
Provide ad hoc financial analysis as needed to support business operations
The qualities you should have:
Undergraduate degree in accounting or related field required
CPA preferred; Blending of public and private accounting with “Big 4” experience preferred
8+ years of combined experience in management company and fund accounting within the asset management or financial services industry
Strong background in U.S. and non-U.S. GAAP compliance, and IFRS
Ability to navigate local accounting and regulatory compliance concepts in various non-U.S. jurisdictions
Intermediate to advanced skills in MS Excel and Word, knowledge of PowerPoint, and experience with accounting software
Meticulous attention to detail and accuracy, combined with strong quantitative and qualitative analytical skills
Resourceful self-starter with a strong sense of personal accountability, effective problem-solving abilities, and the work ethic required to meet demands
Collaborative team player with strong organizational skills and the ability to manage diverse workloads simultaneously in a deadline-driven environment
Base Salary range: $115,000 to $150,000. In addition, this role is eligible for an annual incentive bonus. Compensation may vary based upon, but not limited to - the individual's skills, experience, qualifications, and internal equity.
We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, “dress for the day” flexible work attire, and many more great benefits. For more information, please refer to our First Eagle Benefits website.
First Eagle Investments and their affiliates and subsidiaries, including First Eagle Alternative Credit and Napier Park Global Capital, is an Equal Opportunity Employer. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at First Eagle, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.
$115k-150k yearly Auto-Apply 16d ago
Executive Office - FLU Risk Manager AVP
Bank of China Limited, New York Branch 4.0
Assistant vice president job in New York, NY
Introduction
Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.
Overview
The FLU Risk Manager is responsible for executing the risk management processes and manages the risks within its department, including but are not limited to conducting risk assessments, testing the controls, identifying and reporting risks and issues, monitoring the department's adherence to risk management policies and procedures, performing tasks required under data privacy program, coordinate within department to complete user recertification, and report any information security or data privacy incidents.
Responsibilities
Include but are not limited to
Risk Management Responsibilities
Implement, or coordinate with relevant FLU teams on the implementation of, the RGF and risk management policies and procedures within FLU as well as enforcing relevant controls (e.g. Clean Desk check)
Create and maintain FLU procedures pertaining to FLU Risk Managers' responsibilities
Provide inputs/feedback to IRM risk management policies and procedures
Monitor FLU adherence to IRM standards and requirements
Propose addition, modification and removal of KRIs and thresholds during annual review and off-cycle adjustment, and facilitate the approval process
Monitor, maintain and report KRIs owned by FLU according to the governance requirements in the KRI Procedure
Identify and escalate KRI warning line and limit breaches according to the KRI Procedure
Produce FLU risk reporting for applicable risk areas, and report to Senior Management, IRM and risk committees as appropriate
Identify existing and emerging risks potentially impacting the FLUs if any
Identify incidents and issues and report to respective IRM
Remediate issue or monitor issue remediation according to action plan, validate issue closure documentation for FLU-owned business-identified issues
Conduct risk assessments pertaining to the respective risk areas (e.g. ERA, RCSA)
Maintain a control inventory, process mapping and other documentations as applicable
Develop control testing plan
Conduct control testing, report results, monitor control issue remediation as applicable and validate issue closure documentation
Attend risk management related training
Identify risk management training needs for FLUs
Review the application security requirements, and conduct security control testing on processes, systems, and applications as applicable
Assist ORD in conducting security monitoring investigation as needed
Coordinate risk management related requests from internal/external audit, Head Office and regulators within FLU
Monitor the departmental third-party risk management, business continuity planning/testing and record retention
Actively participate in the monthly FLU Compliance Testing meetings
Participating in the BSA/AML/OFAC risk assessment, including monthly data verification, and demonstrating an adequate understanding of the RAE system
Contributing to the annual Fraud risk assessment, such as ensuring timely completion of the questionnaire with high quality, and reviewing and providing feedback on the reports
Contributing to the annual Consumer and Regulatory compliance risk assessment, such as ensuring timely completion of the questionnaire with high quality, and reviewing and providing feedback on the reports
Acting as the department's regulatory change coordinator, providing timely responses to the LCD as requested
Any additional responsibilities related to compliance risk management, as assigned by their department heads
Act as liaison between CISO and FLU department to perform required assigned projects under Data Privacy Program on a timely basis. Support Data Privacy program deliverables includes but not limited to identifying projects or applications initiated or owned by department and perform necessary privacy impact assessment
Identify data sharing cross-border and follow cross-border data sharing requirements to get required review and approval
Identify and report to CISO on a timely basis any incidents related to data privacy breach or data security breach
Coordinate between FLU and CISO to timely perform and complete user recertification
Other Departmental Responsibilities
Assist the Department Management with day-to-day administration of EO including preparation of workforce analysis and business impact analysis, drafting departmental strategic plan, work reports and others
Conduct quality assurance evaluation and testing to departmental processes, assist with workflow process review and revision
Monitor the implementation of departmental ABAC compliance and expense management
Participate in special projects and other duties as assigned
Qualifications
Bachelor's degree in Business Administration, Finance, or Economics required; Master's degree preferred
Minimum 5 years of Banking or Administration experience required
Minimum 5 years of Risk Management, Compliance, and Internal Control experience
Demonstrate knowledge in risk management processes and principles, regulatory, and compliance
Demonstrate knowledge in Purchasing Management, Asset Management, Expense Management, Facility Management, Reputation Risk Management, Donation and Sponsorship management, Branding and Marketing, and Executive Support, etc.
Bilingual ability in English and Mandarin required
Pay Range
Actual salary is commensurate with candidate's relevant years of experience, skillset, education and other qualifications.
USD $65,000.00 - USD $150,000.00 /Yr.
$65k-150k yearly Auto-Apply 60d+ ago
Business Relationship Manager II- Assistant Vice President
JPMC
Assistant vice president job in New York, NY
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Business Relationship Manager is for you.
As a Business Relationship Manager II (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education and advice. You'll manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 3 years' experience in a Business Banking Relationship Management role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
$103k-145k yearly est. Auto-Apply 60d+ ago
UMA Portfolio Manager, AVP
15 Ms Investment Mgmt
Assistant vice president job in New York, NY
Portfolio Solutions Team The Portfolio Solutions team provides investment products, portfolio management services, and Tax Management solutions for Consulting Group advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program with over $700 Billion in assets under management. The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading, and overall relationship management to Morgan Stanley's Financial Advisors and their clients.
Portfolio Management Position Summary
The primary role of the Portfolio Manager is to implement Investment Managers and Financial Advisors trade instructions for the UMA program. PMs work directly with the Investment Managers' and Financial Advisors teams throughout the model delivery and trading process. (e.g., understanding Investment Manager's strategy, answering model delivery questions, assisting in accessing trade execution and account analytics information) Work closely with the Trade Solutions trading desk team
Key Responsibilities:
Implement Investment Manager models based on clients' guidelines and program specifications (e.g., asset allocation specifications)
Interact as a liaison between Investment Managers, financial and Graystone advisors and clients
Provide portfolio and individual account analysis, portfolio construction, implementation and daily management
Manage and coordinate trade implementation and interact with trading team
Participating in developing solutions and enhancements that drive business efficiencies and propel growth
Daily account management based on client requests and program specifications (e.g., rebalancing thresholds)
Provide customized services that include cash management, restriction management custom asset allocation models, portfolio rebalancing, multiple-accounts coordination and gradual portfolio transitions.
Service Financial Advisors by providing information about Investment Managers, vehicle types and individual products
Provide assistance to Financial Advisors, Consulting Group Sales Directors and Consulting Group Sales Support Desk by communicating program details effectively and efficiently
Trade Execution
Equity SMA portfolios
ETFs
Domestic Mutual Funds
FA/Client Service
One Point of Contact
FA and Client Conference Calls
Portfolio Reviews
Qualifications
• Bachelor's in Accounting, Finance, or Business Management required or Equivalent to degree with business related coursework.
• Knowledge of financial securities markets, advisory programs and products, as well as legal and regulatory requirements
• Ability to deliver as an individual contributor while being a strong team player
• Ability to adapt to a continually changing work environment while managing multiple priorities
• Excellent communication skills in both verbal and written forms
• Series 7 and 66 designations required or willingness to obtain within 90 days of hire
• Ability to work international business trading hours
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
How much does an assistant vice president earn in Plainview, NY?
The average assistant vice president in Plainview, NY earns between $117,000 and $193,000 annually. This compares to the national average assistant vice president range of $96,000 to $163,000.
Average assistant vice president salary in Plainview, NY
$150,000
What are the biggest employers of Assistant Vice Presidents in Plainview, NY?
The biggest employers of Assistant Vice Presidents in Plainview, NY are: