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Executive Assistant jobs at Financial Industry Regulatory Authority (finra) - 1103 jobs

  • Executive Assistant, GIP Credit Team

    Blackrock 4.4company rating

    New York, NY jobs

    **About this role** ** Executive Assistant, GIP Credit Team Global Infrastructure Partners (GIP), a standalone division of BlackRock, is a leading global infrastructure investor focused on acquiring, owning, and operating large-scale assets across the energy, transport, digital infrastructure, and water and waste management sectors. Following BlackRock's acquisition of GIP in October 2024, the platform is well-positioned to capitalize on long-term structural trends driving infrastructure growth. GIP's proprietary origination network and deep sector relationships enable the firm to identify high-quality assets and form strategic partnerships with leading corporations and investment firms. Through rigorous analysis and operational expertise, GIP seeks to deliver consistent, attractive returns across both equity and debt strategies. Together, GIP and BlackRock manage over $180 billion in assets, forming the world's largest infrastructure investment platform. Companies within GIP's equity portfolios generate more than $71 billion in annual revenue and employ approximately 116,000 people. GIP Credit, the credit arm of Global Infrastructure Partners, was formed to make primarily "non-equity" investments, with the ability to transact across multiple entry points in the capital stack. GIP Credit targets power, energy, transport, water and waste, digital and other industries or projects with infrastructure-like characteristics. GIP Credit provides financing solutions across a breadth of capital needs, including greenfield and brownfield projects, acquisition finance, liquidity and growth, restructuring and secondary purchases. GIP Credit manages more than $25 billion of assets under management. **Position Summary:** The Executive Assistant is responsible for providing administrative support to three Fund Partners, including a GIP Credit founding Fund Partner and a Fund Partner with an expansive role that includes head of Portfolio Management and a breadth of COO-type responsibilities. **Key Responsibilities:** + Manage calendars and coordinate high volume scheduling with internal and external stakeholders + Book domestic and international travel, including itinerary, visa, preparation, etc. There will be heavy international travel coordination across multiple time zones. + This role deals with investors and high-profile individuals so a polished presence and capability to build relationships is important. + Compile receipts and prepare expense reports in a timely manner. + Compile materials and prepare presentations for internal, company and investor meetings and support ad-hoc projects as needed. + Develop relationships and work collaboratively across EAs and other counterparties. + There is no travel required + Facilitate and track the group recruiting process, including direct contact with recruiters to provide updates and schedule interviews/model tests + Coordinate, schedule and facilitate agendas for global group / regularly scheduled meetings + Manage the approval of invoices and wire instructions for our portfolio companies + Assist COO efforts - track global group headcount, schedule mid-year and year end performance reviews, organize ad hoc social events and assist in execution of numerous workstreams initiated by and/or in concert with Global Head of GIP Credit **Qualifications:** + 5+ years experience in a fast paced, high energy corporate office or family office environment, supporting senior individuals + Bachelor's degree preferred + Advanced level of proficiency in Microsoft Office to include Word, PowerPoint (ability to produce charts and graphs), Excel + Extensive experience handling domestic and international travel, meeting planning, scheduling and logistics operates exceptionally well under pressure + Experienced in Concur Travel & Expense Management and American Express Travel, including booking, reconciliation, and expense reporting. + Shows utmost judgement, discretion and understanding of confidentiality + Can effortlessly keep multiple priorities in flight independently + Can adapt and work well with a range of workstyles and personality types including high energy and demanding profiles + Strong verbal and written communication skills - succinct, edited and clear + Creative problem solver and ability to influence/facilitate results + High degree of ownership and accountability; maintains a positive attitude - eye for detail and accuracy + Collaborative approach - skilled at building relationships and an ability to work across a variety of workstyles, roles and levels + Ability to take feedback well and willing to learn + Flexible and responsive, with a willingness to monitor and manage communications after business hours and on weekends as needed. For New York, NY Only the salary range for this position is USD$90,000.00 - USD$160,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $90k-160k yearly 2d ago
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  • Executive Assistant, GIP Credit Team

    Blackrock, Inc. 4.4company rating

    New York, NY jobs

    About this role Executive Assistant, GIP Credit Team Global Infrastructure Partners (GIP), a standalone division of BlackRock, is a leading global infrastructure investor focused on acquiring, owning, and operating large-scale assets across the energy, transport, digital infrastructure, and water and waste management sectors. Following BlackRock's acquisition of GIP in October 2024, the platform is well-positioned to capitalize on long-term structural trends driving infrastructure growth. GIP's proprietary origination network and deep sector relationships enable the firm to identify high-quality assets and form strategic partnerships with leading corporations and investment firms. Through rigorous analysis and operational expertise, GIP seeks to deliver consistent, attractive returns across both equity and debt strategies. Together, GIP and BlackRock manage over $180 billion in assets, forming the world's largest infrastructure investment platform. Companies within GIP's equity portfolios generate more than $71 billion in annual revenue and employ approximately 116,000 people. GIP Credit, the credit arm of Global Infrastructure Partners, was formed to make primarily "non-equity" investments, with the ability to transact across multiple entry points in the capital stack. GIP Credit targets power, energy, transport, water and waste, digital and other industries or projects with infrastructure-like characteristics. GIP Credit provides financing solutions across a breadth of capital needs, including greenfield and brownfield projects, acquisition finance, liquidity and growth, restructuring and secondary purchases. GIP Credit manages more than $25 billion of assets under management. Position Summary: The Executive Assistant is responsible for providing administrative support to three Fund Partners, including a GIP Credit founding Fund Partner and a Fund Partner with an expansive role that includes head of Portfolio Management and a breadth of COO-type responsibilities. Key Responsibilities: Manage calendars and coordinate high volume scheduling with internal and external stakeholders Book domestic and international travel, including itinerary, visa, preparation, etc. There will be heavy international travel coordination across multiple time zones. This role deals with investors and high-profile individuals so a polished presence and capability to build relationships is important. Compile receipts and prepare expense reports in a timely manner. Compile materials and prepare presentations for internal, company and investor meetings and support ad-hoc projects as needed. Develop relationships and work collaboratively across EAs and other counterparties. There is no travel required Facilitate and track the group recruiting process, including direct contact with recruiters to provide updates and schedule interviews/model tests Coordinate, schedule and facilitate agendas for global group / regularly scheduled meetings Manage the approval of invoices and wire instructions for our portfolio companies Assist COO efforts - track global group headcount, schedule mid-year and year end performance reviews, organize ad hoc social events and assist in execution of numerous workstreams initiated by and/or in concert with Global Head of GIP Credit Qualifications: 5+ years experience in a fast paced, high energy corporate office or family office environment, supporting senior individuals Bachelor's degree preferred Advanced level of proficiency in Microsoft Office to include Word, PowerPoint (ability to produce charts and graphs), Excel Extensive experience handling domestic and international travel, meeting planning, scheduling and logistics operates exceptionally well under pressure Experienced in Concur Travel & Expense Management and American Express Travel, including booking, reconciliation, and expense reporting. Shows utmost judgement, discretion and understanding of confidentiality Can effortlessly keep multiple priorities in flight independently Can adapt and work well with a range of workstyles and personality types including high energy and demanding profiles Strong verbal and written communication skills - succinct, edited and clear Creative problem solver and ability to influence/facilitate results High degree of ownership and accountability; maintains a positive attitude - eye for detail and accuracy Collaborative approach - skilled at building relationships and an ability to work across a variety of workstyles, roles and levels Ability to take feedback well and willing to learn Flexible and responsive, with a willingness to monitor and manage communications after business hours and on weekends as needed. For New York, NY Only the salary range for this position is USD$90,000.00 - USD$160,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $90k-160k yearly 2d ago
  • Executive Assistant

    Axos Bank 4.5company rating

    San Diego, CA jobs

    Axos Bank Target Range: $75,000.00/Yr. - $89,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job Axos Bank is seeking an Executive Assistant who will report to the CFO & CAO of Axos Financial, Inc. (" Company"). This individual will perform general administrative duties for the CFO & CAO and accounting and finance department, including managing the Executives' schedules, arranging travel, preparing reports, and coordinating meetings. This person will be involved in the administration of the Junior Staff Accountant (JSA) and intern programs, the administration of the company credit card program, ensuring compliance for all management directives, coordinating on strategic initiatives and PROMS for the department, and follow up on key tasks for the CFO/CAO. Confidential information may be shared during strategic planning sessions and reporting to the Board and other leadership and a professional handling of such information is required. Independent judgment and strong organizational and communication skills are critical to plan, prioritize and organize diversified workload. Responsibilities: Schedule and organize complex activities such as meetings, travel, board meetings, conferences and department activities for all members of the department Prepare and submit Executive's expense report by collecting necessary documentation and ensuring accuracy in compliance with the Company's travel and expense policy Organize internal events such as private dinners and receptions of less than 50 attendees Greet and check-in prospects, clients, candidates, and other guests for meetings and events Create and edit various documents and decks for internal and external presentations and events Manage the administration of the JSA program by pre-screening candidates, organizing rotations, assigning mentors, ensuring consistency of goals across participants, organizing trainings (including content and scheduling), interviewing candidates, and reporting feedback and improvements to the CFP/CAO Reconciling expense reports and coordinating with accounts payable and Corporate Cards; managing the Corporate Credit Card program for the company including following up on compliance Assist in Accounting and Finance vendor management (ensuring proper purchase orders created, notifying team of relevant changes) Ensure necessary tools and supplies are available to the accounting team as needed Create and develop visual presentations and spreadsheets Re-organize X drive and create autonomy and instruction on maintenance Draft presentations and research items including Proofreads copy for spelling, grammar and layout, making appropriate changes Executing special projects as necessary and administrative tasks as needed Assist in onboarding new hires as needed. Maintain a daily physical presence in the San Diego Office Qualifications: Bachelor's degree (preferred) 2+ years of administrative or office experience Strong verbal and written communication skills Proficient in MS Office Able to handle sensitive information with confidentiality and utmost discretion Able to multitask and adapt to rapidly changing situations Axos Employee Benefits May Include: * Medical, Dental, Vision, and Life Insurance * Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year) * HSA or FSA account and other voluntary benefits * 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan * Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
    $75k-89k yearly 2d ago
  • Executive Assistant

    BNP Paribas 4.5company rating

    New York, NY jobs

    In the United States, BNP Paribas has built a strong and diversified presence to support its client base. We continue to grow and strengthen our commitment to the US market through our Corporate & Institutional Banking(Opens in a new tab) activities. We are one of the few non-US banks to offer a full value chain for our clients, from trading to financing, and clearing and custody in the US with the international footprint and capability to deliver both globally and locally. Leveraging the strength of our European roots, our network can support clients in virtually every region of the world, enabling more connectivity and efficiency wherever our clients conduct business. We take pride in our expertise and our ability to adapt, while constantly looking ahead to creating a more sustainable world. This role is based in New York (787 7th Ave); expectation will be that the incumbent works out of the NY office 3 days per week and 2 days working from home, subject to change based on the Department Head's calendar. Candidate Success Factors: Candidates are measured on the following four performance drivers, which will dictate how individual impact is considered on the Americas platform: Results and Impact Able to influence peers and team. Demonstrates good judgement when making decisions of high complexity and impact. Exercise appropriate autonomy in the execution and delivery of work. Responsible for driving outcomes, which have meaningful effect on team or department. Leadership and Collaboration: Creates trust with colleagues. Acts in leadership capacity for projects, processes, or programs. Client, Customer and Stakeholder Focus: Able to build relationships with a mix of colleagues and clients. Interacts regularly with management and department leaders. Demonstrates the ability to influence stakeholders at the team level. Compliance Culture and Conduct: Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts. Perceived as a person of high moral character; upholds corporate values and displays high ethical standards. Responsibilities: Provide high-level administrative support for LatAm HoR and serve as the gatekeeper for internal and external stakeholders. Heavy calendar management - complex agenda and setting of meetings across all time zones, including Board and Governance meetings. Arrange domestic and international travel, expense claims, travel permission services. Coordinate webcasts, video and tele-conferences and internal meetings as needed, including Town Hall meetings. Arrange room bookings and catering when needed as well as visitors' access Complete any reasonable projects or tasks as requested by LatAm HoR. Process invoices, sign documents when needed Responsibilities as Support to the Latam Territory: Corporate Coverage Monthly Pipeline Reporting: Consolidate and prepare the monthly pipeline report for the Latam Head of CCG, ensuring accuracy, timely delivery, and clear insights Governance Calendar & Coordination: Manage the annual governance timeline, including planning and scheduling of forums, committees, and key milestones across the year BSC support: Coordinate BSC meetings, including agenda planning, scheduling, and drafting of meeting minutes Data analysis & Insights: Extract client revenue data and perform targeted analysis to identify trends and support strategic decision-making Presentation support: assist in the presentation of high-quality PowerPoint materials, ensuring slide formatting, data visualization, and alignment with BNPP branding standards Event & Forum Logistics (e.g. LF, CLF, OpCo, Town Hall): Provide end-to-end support for forums and events, from agenda preparation to logistical arrangements, invitations, and on-site coordination in NY Minimum Required Qualifications: Education and Experience * Bachelor's degree or higher, with a strong understanding of principles and processes for providing customer and executive support services. * 5-10 years of proven experience as an Executive Assistant, supporting Department Heads or C-level executives. Administrative Skills * Executive level calendar management, meeting management, time management, strategic planning of tasks, complete travel management, expense processing, communication management, and event planning. Exceptional Communication and Interpersonal Skills A good candidate will be an active listener and clear communicator, both verbally and in writing. Communicate proactively, anticipating the needs of their managers and escalating issues as necessary - utilizing tact and strict confidentiality. The candidate should also be an excellent team player. Excellent Organizational Skills Must have the ability to multitask and prioritize work based on potential impact. An excellent candidate is organized, detail-oriented and flexible Demonstrates an in-depth understanding of (2) office and administrative management procedures, and departmental and legal policies. Technical Skills Proficient in Word, Power Point, Excel, and Microsoft Outlook Preferred Qualifications: Financial Industry Experience preferred FINRA Registrations Required: * Not Applicable CFTC Swap Dealer Associated Person (if yes, NFA Swaps Proficiency Program is required): * Not Applicable SEC Security-Based Swap Dealer Associated Person: * Not Applicable While the description above describes our ideal candidate, we encourage applicants to apply even if they do not fully meet the complete list of qualifications noted. The expected starting salary range for this position is between $120,000 to $150,000 annually. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience, time in role, base salary of internal peers, prior performance, business line, and geographic/office location. In addition, our comprehensive benefits package aims to support our employees in various aspects of their lives. From healthcare and wellness programs to retirement plans and childcare services, we prioritize the well-being and growth of our employees. Our benefits include medical, dental and vision coverage, a 401(k) Savings Plan, backup childcare, life, accident and disability insurance, mental health support and paid time off. Additional details about our benefits offerings, inclusive of eligibility for a discretionary bonus, will be provided during the hiring process. About BNP Paribas: BNP Paribas is a leading bank in Europe with an international reach across the US, EMEA and APAC. It has a presence in 65 countries, with nearly 190,000 employees. The bank employs over 3,500 people in offices in the US across 10 states including New York, Jersey City, Chesterbrook, PA, San Francisco, Boston, Chicago, Denver, Miami, and Washington, DC. BNP Paribas has built a strong and diversified presence to support its client base. We continue to grow and strengthen our commitment to the US market through our Corporate & Institutional Banking(Opens in a new tab) activities. We are one of a few non-US banks to offer a full value chain for our clients, from trading to financing, and clearing and custody in the US with the international footprint and capacity to deliver both globally and locally. Leveraging the strength of our European roots, our network can support clients in virtually every region of the world, enabling more connectivity and efficiency wherever our clients conduct business. We take pride in our expertise and our ability to adapt while constantly looking ahead to create a more sustainable world. As an international company with a global footprint, the unique cultures and viewpoints of our team members are an integral part of the fabric of BNP Paribas. We are a company with a purpose - to be a responsible and sustainable global leader. We aim to create an environment where our employees feel empowered to drive change, make an impact and be true to themselves. We employ talented individuals from a wide variety of backgrounds, locally and globally, and are inspired by our employees who help us in cultivating a diverse, equitable and inclusive workplace through initiatives such as our Diversity, Equity & Inclusion (DEI) Leadership Forum and Employee Resource Group (ERG) communities. We strive to be a workplace where all team members can grow and thrive and offer robust training, development, and mentoring opportunities to make that vision a reality. Our leaders are deeply committed to DEI and highly accessible to our employees, consistently soliciting feedback on how we can continue to support our employees to reach their highest potential. BNP Paribas. The Bank for a Changing World - ******************************************************************* in a new tab) BNP Paribas is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity without regard to race, color, gender, age, creed, sex, religion, national origin, disability (physical or mental), marital status, citizenship, ancestry, sexual orientation, gender identity and gender expression, or any other legally protected status. Protect yourself from fraudulent job postings. Emails about jobs at BNP Paribas will always come from addresses ********************** @us.bnpparibas.com, @ca.bnpparibas.com, *********************. You should be suspicious of emails regarding employment with BNP Paribas coming from any other domains and should not respond. BNP Paribas will never send payments to or request payments from candidates for positions posted by BNP Paribas.
    $120k-150k yearly 2d ago
  • Executive Assistant - Warranty and Service Programs

    AIG-American International Group, Inc. 4.5company rating

    New York, NY jobs

    Join us as an Executive Assistant to grow your career in insurance. Make your mark AIG General Insurance is a leading provider of insurance products and services focused on helping to manage risk for commercial and personal customers. We offer a br Executive Assistant, Executive, Warranty, Service, Program, Assistant, Business Services
    $74k-106k yearly est. 2d ago
  • Executive Assistant, BMO Capital Markets

    BMO-Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline:02/13/2026 Address:320 S Canal Street. Job Family Group:Business Management. BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as r Executive Assistant, Capital Markets, Business Operations, Executive, Support, Assistant, Banking, Business Services
    $91k-131k yearly est. 2d ago
  • Executive Assistant, BMO Capital Markets

    BMO-Bank of Montreal 4.7company rating

    New York, NY jobs

    Application Deadline:Address:151 W 42nd Street. Job Family Group:Business Management. Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and Executive Assistant, Business Operations, Capital Markets, Executive, Support, Assistant, Banking, Business Services
    $91k-131k yearly est. 2d ago
  • Executive Assistant

    Axos Financial, Inc. 4.5company rating

    San Diego, CA jobs

    Axos Bank is seeking an Executive Assistant who will report to the CFO & CAO of Axos Financial, Inc. ( Company). This individual will perform general administrative duties for the CFO & CAO and accounting and finance department, including managing Executive Assistant, Executive, Accounting, Assistant, Staff Accountant, Business Services
    $49k-69k yearly est. 6d ago
  • Executive Assistant

    Bank Leumi USA 4.8company rating

    New York, NY jobs

    The Executive Assistant plays a critical role within the division, acting as the right hand to the Executive. The Executive Assistant role requires a highly intelligent, ambitious individual with strong interpersonal skills (inclusive of working we Executive Assistant, Executive, Assistant, Communications, Banking, Business Services, Skills
    $69k-100k yearly est. 2d ago
  • Executive Assistant - Global Financial Crimes Compliance

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** Global Financial Crimes Compliance (GFCC) is an organization within Global Risk & Compliance (GRC) and is responsible for leading the enterprise-wide Anti-Money Laundering, Sanctions, and Anti-Corruption compliance functions. This team has global responsibility for identifying, investigating, and reporting suspicious activity, including money laundering and terrorist financing, and provides broad analytical and operational support for the company's enterprise-wide GFCC control framework. The Executive Assistant will provide administrative support to up to three Vice Presidents in GFCC. This position plays a critical role in supporting leaders managing various administrative tasks and ensuring the efficient operation of the department. GFCC is a dynamic, high-paced environment and therefore the day-to-day responsibilities require seamless collaboration across a wide range of business partners both inside and outside of American Express. The ideal candidate must be seasoned and experienced in handling a wide range of administrative-related tasks and be able to work independently and confidently under pressure. Building strong relationships, being resourceful and knowing how to navigate large organizations fluidly will also be critical to success in this position. This position requires exceptional organizational skills, a high degree of professionalism, and the ability to handle sensitive information with discretion. This role will be posted as a hybrid work arrangement, with an expectation of being in the office at least three days a week. **Key Responsibilities:** + Scheduling meetings with senior executives internally and externally, reserving conference rooms, coordinating meeting logistics + Managing domestic and foreign travel arrangements including air, hotel, car transfers and meeting agendas. + Preparing, reviewing, and processing expense reports, in line with company T&E policy + Supporting team administration including on-boarding for new hires, updating distribution lists, setting up group-wide team meetings + Managing e-mails and correspondence in a timely manner + Assisting with timekeeping and payroll duties + Ordering workstations, devices and accessories as needed by the team + Processing invoices and requisitions + Assisting in the management and coordination of compliance-related projects and initiatives + Proactively identify and resolve administrative issues and challenges **Minimum Qualifications:** + Proven experience in supporting senior executives with exceptional organizational, administrative, and interpersonal skills + A keen attention to detail and a sense of urgency in execution and follow-up + Ability to work independently and collaboratively in a dynamic and fast-paced organization and manage multiple tasks and conflicting and changing priorities with little direction + A strong sense of integrity with ability to handle sensitive issues and maintain complete confidentiality. + Positive attitude, solutions-oriented, proactive, able to prioritize, and reliable + Intermediate to advanced computer skills required, including proficiency with Microsoft Office including PowerPoint, Excel, Word and Outlook + Knowledge of My Info, Concur Expense & Travel, Ariba Buyer, SharePoint, WebEx, Slack. + Excellent written and verbal communication skills + Flexibility, ability to work effectively in a team, anticipate needs and seeks ways for leader's organization to run efficiently + Exudes professional maturity **Preferred Qualifications:** + Bachelor's degree preferred **Qualifications** Salary Range: $31.49 to $49.28 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Compliance **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 25018460
    $90k-125k yearly est. 4d ago
  • Executive Assistant, GIP Credit Team

    Blackrock, Inc. 4.4company rating

    New York, NY jobs

    Executive Assistant, GIP Credit Team. Location: New York. Overview:Global Infrastructure Partners (GIP), a standalone division of BlackRock, is a leading global infrastructure investor focused on acquiring, owning, and operating large-scale assets ac Executive Assistant, Executive, Credit, Assistant, Infrastructure, Travel, Business Services
    $74k-106k yearly est. 2d ago
  • Executive Assistant - Global Financial Crimes Compliance

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? Global Financial Crimes Compliance (GFCC) is an organization within Global Risk & Compliance (GRC) and is responsible for leading the enterprise-wide Anti-Money Laundering, Sanctions, and Anti-Corruption compliance functions. This team has global responsibility for identifying, investigating, and reporting suspicious activity, including money laundering and terrorist financing, and provides broad analytical and operational support for the company's enterprise-wide GFCC control framework. The Executive Assistant will provide administrative support to up to three Vice Presidents in GFCC. This position plays a critical role in supporting leaders managing various administrative tasks and ensuring the efficient operation of the department. GFCC is a dynamic, high-paced environment and therefore the day-to-day responsibilities require seamless collaboration across a wide range of business partners both inside and outside of American Express. The ideal candidate must be seasoned and experienced in handling a wide range of administrative-related tasks and be able to work independently and confidently under pressure. Building strong relationships, being resourceful and knowing how to navigate large organizations fluidly will also be critical to success in this position. This position requires exceptional organizational skills, a high degree of professionalism, and the ability to handle sensitive information with discretion. This role will be posted as a hybrid work arrangement, with an expectation of being in the office at least three days a week. Key Responsibilities: Scheduling meetings with senior executives internally and externally, reserving conference rooms, coordinating meeting logistics Managing domestic and foreign travel arrangements including air, hotel, car transfers and meeting agendas. Preparing, reviewing, and processing expense reports, in line with company T&E policy Supporting team administration including on-boarding for new hires, updating distribution lists, setting up group-wide team meetings Managing e-mails and correspondence in a timely manner Assisting with timekeeping and payroll duties Ordering workstations, devices and accessories as needed by the team Processing invoices and requisitions Assisting in the management and coordination of compliance-related projects and initiatives Proactively identify and resolve administrative issues and challenges Minimum Qualifications: Proven experience in supporting senior executives with exceptional organizational, administrative, and interpersonal skills A keen attention to detail and a sense of urgency in execution and follow-up Ability to work independently and collaboratively in a dynamic and fast-paced organization and manage multiple tasks and conflicting and changing priorities with little direction A strong sense of integrity with ability to handle sensitive issues and maintain complete confidentiality. Positive attitude, solutions-oriented, proactive, able to prioritize, and reliable Intermediate to advanced computer skills required, including proficiency with Microsoft Office including PowerPoint, Excel, Word and Outlook Knowledge of My Info, Concur Expense & Travel, Ariba Buyer, SharePoint, WebEx, Slack. Excellent written and verbal communication skills Flexibility, ability to work effectively in a team, anticipate needs and seeks ways for leader's organization to run efficiently Exudes professional maturity Preferred Qualifications: * Bachelor's degree preferred Salary Range: $31.49 to $49.28 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
    $31.5-49.3 hourly 4d ago
  • Executive Assistant

    Aquarian 3.9company rating

    New York, NY jobs

    Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance Holdings acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service. Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022. Aquarian Investments complements the insurance operations , combining best practices from the world's leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners. Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people. In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio. Role Summary We are seeking talented individuals to serve as Executive Assistants to our Executives and their department, supporting the continued growth and evolution of their dynamic teams. This position will focus primarily on calendar management. The role is ideal for a motivated, self-starting professional open to dive into both administrative responsibilities as well as special assignments with excellent problem solving and critical thinking skills. This position is onsite 5 days a week at our New York City office. Please note that this is a temporary role with an opportunity for permanent placement. Key Responsibilities: Provide high-volume calendar management of internal and external meetings Regularly interface with high-profile professionals, communicate on behalf of the executive team to clients, investors, partners, board members, and team managers Collect and prepare information for the team, create and edit presentations, spreadsheets and other documents as needed Collaborate with assistants in all areas of the company to handle logistics for internal and external meetings, projects, and special assignments Coordinate business travel logistics, creating itineraries and making travel arrangements Manage expense reports and vendor invoices as needed Both individually and on a team, assist with special project assignments Assist with ad-hoc job-related and personal requests as needed Qualifications: 4+ years of experience supporting C-level executives (CEO, Managing Partner, or CFO support ideally, preferably in the Finance/Investment industry) Experience in a fast-paced, dynamic environment Bachelor's degree preferred but not required Quick and agile thinker / learner able to function well in a high-paced, rapidly evolving environment Proven ability to meet deadlines, multi-task, and take full ownership of responsibilities Flexible and resilient with an eagerness to learn, receptive to constructive feedback Detail oriented with excellent time management and organizational skills High level of integrity, discretion, professionalism, and confidentiality Ability to anticipate the needs of the executive, the team, and the company Tech-savvy and resourceful Proactive, positive, energetic personality with a can-do attitude Excellent written and verbal skills Advanced knowledge of Microsoft Office Suite, including proficiency in Excel Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.
    $55k-83k yearly est. 2d ago
  • Executive Administrative Assistant

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Executive Assistant will provide comprehensive administrative support to up to three Vice Presidents within the Corporate Controllership Organization. This role is responsible for managing a wide range of administrative tasks, ensuring the seamless and efficient operation of the department. Corporate Controllership is a dynamic, fast-paced environment, requiring the Executive Assistant to collaborate across diverse business partners both within and outside of American Express. The ideal candidate will demonstrate exceptional organizational capabilities, professionalism, and discretion, while confidently manage sensitive information and operate effectively under pressure. Building strong relationships, resourcefulness, and the ability to navigate a large organization with agility are essential for success in this position. This role will be posted as a hybrid work arrangement, with an expectation of being in the office at least three days a week. Key Responsibilities: § Serve as a professional point of contact for assigned leaders, addressing inquiries with discretion, professionalism, and efficiency. § Manage complex calendars across multiple time zones; maintain organizational charts and distribution lists. § Coordinate all logistics for meetings, including room bookings, materials preparation, and catering arrangements. § Prepare, review, and process expense reports in accordance with company T&E policies. § Arrange comprehensive travel itineraries, including hotel reservations, transportation, meeting agendas, and relevant contacts. § Process internal invoice requests, including Ariba and Amazon orders. § Manage emails and correspondence promptly and efficiently. § Collaborate with the IT helpdesk to troubleshoot and resolve technical issues. § Partner closely with the Senior Executive Assistant and the MA team to ensure effective communication, coordination, and support of broader team processes. § Develop and sustain strong working relationships with Executive Assistants and enterprise partners across all organizational levels. § Provide support for special projects and ad hoc assignments as needed. Minimum Qualifications: § Minimum of five (5) years' experience in a similar administrative support role within a fast-paced environment. § Proven experience in supporting senior executives with exceptional organizational, administrative, and people skills. § Expertise complex calendar management and meeting coordination for both internal and external parties. § Proven ability to arrange domestic and international travel. § High level of integrity and discretion managing confidential and sensitive information. § Self‐starter ability to work independently with strong written and verbal communication, exceptional attention to detail with the ability to prioritize effectively. § Positive, proactive, and solutions-oriented attitude; dependable and able to anticipate and meet organizational needs. § Experience in computer skills required, including proficiency with Microsoft Office including PowerPoint, Excel, Word, and Outlook § Knowledge of My Info, Concur Expense & Travel, Ariba Buyer, SharePoint, Webex, Slack. § Flexibility, ability to work effectively in a team, anticipate needs and seek ways for leader's organization to run efficiently. § Manage Organizational charts, distribution list. § Providing coverage for other team-based Executive/Administrative Assistants that are on vacation or sick leave; build and maintain strong working relationships with Executive Assistants and enterprise partners across all band levels. Preferred Qualifications: § Bachelor's degree or equivalent experience. Salary Range: $31.49 to $49.28 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
    $31.5-49.3 hourly 5d ago
  • Private Equity Fund Admin Associate - NAV & Reporting

    Jpmorgan Chase & Co 4.8company rating

    New York, NY jobs

    A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively. #J-18808-Ljbffr
    $101k-135k yearly est. 4d ago
  • Life Sciences Banking Executive Director - Strategic Relationships

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    A leading financial institution seeks a Relationship Executive in Life Sciences Banking to cultivate client relationships and drive business growth. This role requires over 8 years of experience in Commercial Banking, excellent sales and interpersonal skills, and a proven ability to manage risks effectively. The position involves strategic networking and a focus on innovation within the vibrant Life Sciences sector, emphasizing a customer-centric approach. Competitive compensation and benefits are offered. #J-18808-Ljbffr
    $187k-269k yearly est. 5d ago
  • Executive Director, Advanced Wealth Planning

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    A leading financial services firm is seeking an Executive Director, Wealth Planner in California. In this role, you will leverage your expertise in tax and trust law to provide customized wealth planning advice. Responsibilities include collaborating with Advisors, presenting leading content on wealth management topics, and serving as a resource for both basic and sophisticated tax strategies. The ideal candidate has over 7 years of experience, strong presentation skills, and the ability to engage clients effectively. #J-18808-Ljbffr
    $187k-269k yearly est. 2d ago
  • J.P. Morgan Wealth Management - Executive Director, Divisional Director of Lending

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long‑term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self‑Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As the Divisional Director of Lending within J.P. Morgan Wealth Management, you will be responsible for promoting growth and profitability of Lending. You will seamlessly blend strategic vision with hands‑on support to expand the reach of Lending Solutions. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep expertise in margin, securities‑based lending, custom lending, and mortgages to enhance client experiences and business development. Success is measured by business growth, talent development, and the ability to empower advisors to deliver lending as a core client solution, while demonstrating flexibility and adaptability under pressure. You will be directly accountable to the Head of Lending Solutions for growing the business in a particular market. Job Responsibilities Develop and implement regional and divisional sales strategies to expand the reach and impact of lending solutions. Identify and capitalize on growth opportunities, positioning liability management as a core component of comprehensive client wealth management solutions. Lead initiatives to promote awareness and adoption of lending capabilities through strategic partnerships and targeted efforts, while building and maintaining strong relationships with Market Leaders, Financial Advisors, clients and the lending sales team. Partner with key stakeholders (e.g., Finance, Legal, Risk, Compliance, Product, Credit) to deliver tailored solutions and drive high‑impact initiatives and transactions. Act as a trusted resource for complex lending queries, providing expert guidance and support to internal partners and clients. Oversee and manage the end‑to‑end lending pipeline, ensuring efficient deal flow, high‑quality execution and timely closing of transactions. Serve as a subject‑matter expert in securities‑based lending, margin lending, custom lending and mortgages, staying informed about industry trends and regulatory changes. Contribute to projects related to productivity improvements, compliance, and product innovation, driving continuous improvement across the division. Build, mentor, and develop a high‑performing lending team, fostering a culture of accountability, collaboration, and continuous learning. Provide ongoing coaching and feedback to advisors and lending specialists, enhancing their expertise across margin, securities‑based lending, custom lending and mortgage products. Create opportunities for team members to grow in leadership and expand their proficiency across multiple lending products. Required qualifications, capabilities, and skills 10+ years of experience in financial services, with a focus on lending solutions within wealth management. Proven experience managing, mentoring, and developing junior talent within a sales or wealth management environment. Strong leadership and interpersonal skills, with the ability to collaborate effectively across all levels of the organization. Exceptional analytical, written, and communication skills; must be articulate and able to engage confidently with stakeholders. Demonstrated sales leadership with a history of driving sustained business growth and delivering exceptional results. Flexibility, adaptability, and the ability to work effectively under pressure in a dynamic environment. SIE, Series 7 & Series 66 licenses (63/65), or willingness to obtain them within 120 days from the start date as a condition of employment. Willingness to travel as needed to support market activities and business development efforts. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. #J-18808-Ljbffr
    $187k-269k yearly est. 3d ago
  • Administrative Assistant

    Brock, Schechter and Polakoff LLP 3.9company rating

    Buffalo, NY jobs

    Our staff enjoy flexible hours, summer Fridays, and dress for your day attire! Essential Job Functions: Process tax returns. Reception and telephone duties - including initial contact with the public, answering and directing incoming calls. Mail duties. Provide assistance to all staff members including producing letters, mailings, client financial information, etc., adhere to code of ethics. Requirements: Minimum of at least 2 years' related experience. Possess excellent phone, MS Word, and Adobe Skills. Ability to write clearly, read and interpret written information, present ideas effectively and document activities. Ability to work with individuals with various needs while adhering to the firm's policies and procedures. Must possess excellent written and oral communication. Able to work some evenings and Saturdays during March and April. Benefits: Family Friendly Culture Competitive Salary Flexible Work Schedules This position would be in office during training and then hybrid once training is complete. Summer Fridays Dress for your Day Health Insurance, dental, vision, 401(k), life insurance, supplemental short and long-term disability
    $35k-43k yearly est. 8d ago
  • Tech Investment Banking Executive Director

    Moelis & Company 4.9company rating

    San Francisco, CA jobs

    A leading global independent investment bank is seeking an experienced Executive Director to join their Technology financial advisory practice in San Francisco. The ideal candidate will have over 8 years of investment banking experience, particularly in M&A for technology clients. This role involves leading deal origination, managing client relationships, and overseeing quantitative analyses. An MBA from a top-tier school is required. The expected salary for this position is USD $275,000. #J-18808-Ljbffr
    $275k yearly 4d ago

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