Chief of Staff, Financial Services Operations & Strategy
Morgan-Stanley
Morgan Stanley is seeking a Chief of Staff to support Financial Advisors and Private Wealth Advisors, overseeing operations, client service, and business development. The role directs strategic plan execution, aligns team priorities, and enhances client relationships to scale advisor teams. The ideal candidate has 10+ years in the field, holds Series 7/66 or 63/65, and is prepared to obtain additional licenses. Strong leadership, Excel proficiency, and adaptability are essential for success. #J-18808-Ljbffr Morgan-Stanley
$26.85 - $36.25 per hour
Assistant Manager Financial Services - Holbrook Join Teachers Federal Credit Union, one of America... ...assists the branch manager in daily operations of a retail Credit Union branch, develops... ...office during the manager’s absence. Coach staff to cross‑sell and track achievement...OperationsFull timeWork at officeImmediate start- A leading financial institution in New York is seeking an Assistant Manager to assist in daily operations and member service at a retail branch. Key responsibilities include supervision during... ...branch manager's absence, coaching staff on sales techniques, and resolving...OperationsHourly pay
- A leading financial institution in New York is seeking an Assistant Manager Financial Services to assist in branch operations and member services. This role involves supervising staff, resolving operational issues, and promoting financial products. Successful candidates...Operations
$75k - $125k
POSITION SUMMARYThe Chief of Staff provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...for managing all business operations and overseeing the essential... ...team client communications strategy• Works in conjunction with...OperationsTemporary workWork experience placementWork visa- ...experienced and highly skilled Full-Service Controller to oversee the financial operations of our service business. This is... .... Financial Analysis and Strategy: Provide financial analysis to support... ...Provide training and support to staff on accounting systems and financial...OperationsFull timeTemporary work
$28.5 - $34.15 per hour
A leading financial institution is seeking an Assistant Manager to assist in daily operations at a retail branch in Selden. Responsibilities include supervising staff, promoting products, and ensuring excellent member service. Applicants must have a high school diploma...OperationsHourly payWork at office- ...Credit Union in New York seeks an Assistant Manager to support daily branch operations, grow member relationships, and promote products and services. You will assist the branch manager, supervise staff in their absence, and drive performance through coaching and strategic...Operations
- ...Federal Credit Union in Farmingville, NY, seeks an Assistant Manager to support daily branch operations, grow member relationships, promote products, and deliver efficient service to our members. This role advances branch performance and customer satisfaction across the...Operations
$28.5 - $34.15 per hour
...members toward building a strong financial foundation today for a better... ...branch manager in the daily operations of a retail Credit Union... ...relationships, promotes products and services, and delivers efficient... ...the manager’s absence Coach staff to cross-sell and track achievement...OperationsFull timePart timeWork at officeImmediate start$28.5 - $34.15 per hour
Teachers Federal Credit Union in Kings Park, NY is seeking an Assistant Manager to assist the branch manager in daily operations and develop member relationships. The ideal candidate will have at least three years of branch banking experience and strong skills in Microsoft...Operations- ...-functionally, thrives in a fast-paced environment, and is looking to make a tangible impact on both day-to-day operations and long-term financial strategies. Perks & Benefits: ~ Comprehensive Medical, Dental & Vision Coverage ~401(k) Plan with Company Match ~...OperationsFull timeTemporary workImmediate startFlexible hours
$50k - $100k
...Agent, you are vital to our daily business operations and customers' success. You grow our... ...proactively marketing relevant products and services. Grow your career as you better your... ...help customers with their insurance and financial services needs, including: Auto...OperationsFor contractorsFlexible hours$160k - $250k
Morgan Stanley is a leading global financial services firm providing a wide range of investment... ...execution and manage the strategic and operating agenda of the franchise. The role... ...Trading leadership on business and client strategy, including growth opportunities, client...OperationsTemporary workWorldwide- ...engineering recommendations and cost-saving strategies Assist with budgeting, procurement and... ...assist junior estimators and estimating staff Maintain and strengthen subcontractor... ...relationships Collaborate closely with Operations, Project Management, and Executive Leadership...OperationsFor subcontractorWork at office
$45k - $65k
...independent contractors that market State Farm Insurance and financial services products. As an Account Representative for Lynne Barnhardt - State Farm Agent, you are vital to our daily business operations and customers' success. You help grow our agency through meaningful...OperationsFor contractors$115k - $190k
Morgan Stanley is a leading global financial services firm providing a wide range of investment... ...The Path to Advice team oversees the strategy and execution of that client journey,... ...capabilities purpose-built to streamline operations or drive top-line growth. This role...OperationsTemporary workWork at officeWorldwide$50k - $80k
...Agent, you are vital to our daily business operations and customers' success. You grow our... ...proactively marketing relevant products and services. Grow your career as you better your... ...help customers with their insurance and financial services needs, including auto insurance...OperationsFlexible hours$50k - $70k
...Agent, you are vital to our daily business operations and customers' success. You grow our... ...proactively marketing relevant products and services. Grow your career as you better... ...team member. This busy insurance and financial services office has a passion to make a...OperationsFor contractorsWork at office$165k - $275k
...practical, risk-based audit strategies, deliver insightful... ...a global leader in financial services, always evolving and... ...over the design and operating effectiveness of the... ...Prepare materials for the Chief Audit Executive’s... ...and develop audit staff and manage a global team...Contract workTemporary work- ...ultimately responsible for all services performed for the client.... ...Managing lower-level staff members on essentially... ...Planning and execution of financial, compliance, and operational audits to assess the design... .... Developing testing strategies (with top-level input...OperationsFull timeWork at officeRemote work
- ...provides audit, tax and advisory services for organizations in today's... ...Network - North East (NE) Financial Services to join our Audit... ...teams with pursuit strategy, proposal planning, and stakeholder... ...trustworthiness, and safeguard business operations and company reputation....OperationsH1bWork at officeLocal area
$23.08 - $26 per hour
...our colleagues achieve their financial goals. As a leading commercial... ...Banker 2 role will provide services for Banking Center customers... ...achievement of sales, service, and operation goals, based on Webster's... ...needed. Support segmentation strategy by implementing sales, retention...OperationsFlexible hoursWeekend work$250k - $300k
...Manufacturing We're partnering with an electronics manufacturer on the search for a Corporate Controller to lead global accounting operations and financial reporting for a multi-national organization. This is a newly created role, built to support the company's continued growth...OperationsWork at officeRemote work$110k - $190k
Digital Assets Strategy and Execution - Vice PresidentPurchase, NYFirm Overview:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking,... ...Execution, WM Platforms Risk and the Chief Operating Office.Team Description:The...OperationsTemporary workWork at officeWorldwide$195k - $215k
...alternative application process. CHIEF STRATEGY OFFICER Management... ...Established in 1926, Family Service League (FSL) is a social... ...and oversee grants management staff and contractors Lead organizational... ...of internal capacity and operations Support the CEO and...OperationsTemporary workFor contractorsRemote workFlexible hours- ...organization is paid promptly for the services it delivers. This is an... .... Reporting to the Chief Financial Officer, the Comptroller will... ...for ensuring that financial operations run efficiently, accurately,... ...operations, working directly with staff, solving problems, and...OperationsContract workFlexible hours
- ...our community by promoting financial wellness, transparency, and... ...Role Overview: As a Financial Services Representative III (Personal... ...retention, and cross-selling strategies within the retail banking... ...Manager to oversee daily branch operations, ensuring smooth workflows...OperationsLocal areaFlexible hoursNight shift
$28 - $30 per hour
...Our commitment to exceptional customer service sets us apart from the competition. As we... ...Associate will support daily accounting operations, including general ledger maintenance,... ...reconciliations, payment processing, and financial reporting. The ideal candidate is detail...OperationsHourly payFull timeWork at office$150k - $210k
...will collaborate closely with operations, project management, and... ...recommendations and cost-saving strategies that align with project goals... ...junior estimators and estimating staff, providing guidance, training... .... preconstruction services, including conceptual estimating...OperationsPermanent employmentFor subcontractorWork at office- ...work closely with senior team members to help maintain accurate financial records, prepare reporting, and support day-to-day accounting... ...card management and reconciliations. Support and train junior staff members, as appropriate. Assist with special projects as...Full timeFor subcontractorWork at officeRemote work
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