Wealth Investor Services Senior Associate - Ops & Advisor Support
Growth Equity Interview Guide
TPG is seeking a Senior Associate in Wealth Investor Services in the New York area. You will oversee daily operations of transfer agents and service providers, support onboarding of funds to global providers, and investigate operational queries while engaging with financial advisors to ensure smooth client experiences. The role requires strong communication, teamwork, and detail orientation, with proficiency in Excel and a solid foundation in financial services. #J-18808-Ljbffr Growth Equity Interview Guide
- Senior Associate, Wealth Investor Services The Global Wealth Investor Services Senior Associate role at TPG involves... ...and service providers. You will support the onboarding of funds, resolve operational... ...queries, and engage with financial advisors. This position is ideal for someone...Senior
- Ridgewood Savings Bank in New York, NY seeks a teller to promote bank products, open and service accounts, and support customers with transactions. The role emphasizes accuracy, compliance with CIP/CDD and BSA, and a customer‑focused service approach. The ideal candidate...SuggestedWork at office
- Overview The QIS Investor Sales Analyst role at Macquarie Group in New York City is an exciting opportunity for someone with a background... ...funds and asset managers. Assist in managing deal flow and supporting transactions. Communicate complex ideas clearly to clients and...Suggested
- Macquarie Group in New York City is seeking a QIS Investor Sales Analyst to join the sales team. You will develop relationships with hedge funds and asset managers, support deal flow, and help communicate complex financial concepts to clients and internal teams. The role...Suggested
- ...Carlyle Group is seeking an Analyst to join its Global Private Equity Client Solutions Group in New York. You’ll support fundraising efforts, manage investor relations, and create marketing materials. This role offers exposure to due diligence, client requests, and...Suggested
$250k - $325k
Aon is seeking a Senior Wealth Strategist in Niagara Falls, NY. This role involves providing strategic wealth preservation guidance to ultra-high-net-worth (UHNW) families, focusing on estate and tax planning. The ideal candidate should possess a law degree and a minimum...Senior- ...Rewards. Employees enjoy multiple wealth-building opportunities... ...employees! Job Overview The Senior Product Manager, 5G Advanced... ...external products, platforms, services, experiences envisioned and created... ...road map; helping drive and support process improvement and...SeniorFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours
$88k - $110k
Summary: Support the management with financial accounting operations for Mizuho Bank (MHBK) New York and MHBK Grand Cayman. Support leaders... ...'s 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the...Local areaRemote workWorldwide$50k
...of the Alzheimer’s Foundation of America (AFA) is to provide support, services, and education to individuals, families, and caregivers affected... ..., and accurately under strict deadlines. Experience using wealth search engines. Proven ability to manage multiple projects...- EisnerAmper is seeking a senior tax professional in New York to manage and coordinate tax compliance and advisory work for... ...You will lead client relationships, supervise staff, and support partners with service delivery and growth initiatives. You will review Federal,...Senior
- A financial services company seeks a Private Client Banker in Tonawanda, NY, to assist clients in achieving their financial wellness through tailored advice and solutions. This role involves developing strong client relationships, promoting investment and insurance products...Hourly pay
- ...emerging regulatory requirements and recommend operational changes. Support insurance renewals by providing claims analysis and loss... ...insights. Build strong relationships with Operations as a trusted advisor—not simply an auditor. QUALIFICATIONS: Bachelor's degree in...Local areaNight shift
- ...The position requires a strong sales background, exceptional interpersonal skills, and a commitment to maintaining compliance and service excellence. The ideal candidate must possess a high school diploma or GED, with a preference for a bachelor’s degree. Experience in...
$16.1 - $18.31 per hour
..., delicious meals. Elderwood at Wheatfield is hiring Dining Services Associates. Various shifts/schedules available. Dining Service Associate... ...all electronic devices, computers, tablets, etc. 12. Supports and abides by Elderwood’s Mission, Vision, and Values. 13. Abides...Part timeLocal areaShift work- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...to manage your days in support of our commitment to work/life balance... ...financial professionals, bankers, and investors who serve these clients. Should...SeniorTemporary workPrivate practiceWork at officeLocal area
$120k - $140k
Expert Senior Associate Consultant, Technology Insights... ...and skills in a supportive and inclusive... ...Private Equity (PE) investors and their tech-... ...act as technical advisors in investment processes... ...and tech enabled services (IT services, e-... ...the practice (ops/systems). ABOUT...SeniorPermanent employmentFull timeWork at officeLocal areaWorldwideHome office3 days per week- ...leading technology company in the City of Niagara Falls is seeking a Senior Software Engineer focused on C++ UI development for embedded... ...communication skills. The position offers diverse benefits aimed at supporting employees and their families. #J-18808-Ljbffr RokuSenior
- ...to lead shop operations, staffing, food production, and guest service, ensuring safe, efficient performance aligned with Pret standards... ...delivering results in a fast-paced environment. This role supports Pret’s growth in America and requires in-person leadership. #J...
$125k - $150k
...trusted nonprofit organizations providing services for older New Yorkers in New York City .... ..., deepening donor insights, and supporting leadership and board members in managing... ...Ability to work collaboratively and support senior leadership and board members; Interest...Full timeWork at officeWork from homeFlexible hours- ...We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include... ...Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy...Contract workPart timeLocal area
$17 - $24 per hour
The Goodyear Tire & Rubber Company in New York is seeking an Automotive Tire & Service Advisor. In this role, you will be responsible for delivering outstanding customer service while promoting and selling tires and services. The position offers a competitive pay range...Hourly pay- WealthBridge Financial Group is hiring a Financial Consultant in Grand Island, NY. This role involves engaging clients to understand their financial goals and advising them with tailored strategies, including investment and retirement planning. Candidates should possess...
- ...and banking solutions across retail and private bank teams. You will build a robust referral pipeline, maintain knowledge of private client offerings, and ensure compliance with risk and audit policies while opening accounts and supporting branch #J-18808-Ljbffr KeyBank
- Responsibilities We are seeking an experienced Senior Systems and Network Administrator who can help... ...Network Administrator will be responsible for supporting and maintaining Modern Disposal’s servers, networks, cloud services, and critical systems across multiple...Senior
$300k
...daily activities of our customer service employees, as well as taking... ...Employee & Family program to support your emotional, work-life and... ...now hiring for Grocery Store Associates, Cooks, Pharmacy Technicians,... ...Wegmans Internships and Co-Ops Learn about internships,...Full timePart timeTraineeshipSummer workInternshipSummer internshipLocal areaImmediate startWorldwideHome officeRelocation packageFlexible hoursShift workNight shift- ...focuses on managing daily housekeeping operations, inspecting areas of responsibility, and driving guest and team satisfaction while supporting financial goals. The candidate will lead a team, train staff, and collaborate with other departments to ensure clean, well-...Weekly pay
- Ryder System, Inc. is searching for a dedicated professional in Niagara Falls to handle financial reporting and HR duties. As part of this role, you will prepare month-end financial closure reports, oversee daily office functions, and manage purchasing. Ideal candidates...Senior
$94k - $125k
...communications — owning the day-to-day execution of Datadog's social presence while helping shape how social supports our broader comms and marketing mission. You’ll report to our Senior Group Manager of Corporate Communications, while working in close partnership with the Senior...Work at office$250k
...unicorn status now in sight. We’re now hiring Senior Strategic Account Executives in New York... ...transformed—industries. You’ll have the support, growing customer base, and product... ...Work closely with pre‑sales, product, and services to shape compelling solutions for sophisticated...SeniorWork at officeImmediate startRemote workFlexible hoursNight shift$20 - $28 per hour
...members with tire maintenance and repair services. Provides expert member service and... ...merchandise and services and collaborating with associates across the club to promote member... ...a workplace where associates feel seen, supported and connected through a culture of belonging...Hourly payMinimum wageFull timeTemporary workPart time
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