• Financial Advisor-Union County

    TD Bank (Bernardsville, NJ)
    …advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to ... Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as… more
    TD Bank (07/12/25)
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  • Compliance - Employee Conduct Lead - Vice…

    JPMorgan Chase (Jersey City, NJ)
    Bring your expertise to JPMorganChase (the firm ). As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. ... You help the firm grow its business in a responsible way by...communication skills, with the ability to present findings persuasively. ** Preferred qualifications, capabilities, and skills** + JD degree is… more
    JPMorgan Chase (06/20/25)
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  • Principle Review Analyst

    TD Bank (Marlton, NJ)
    …the regulatory oversight for TD Private Client Wealth, (TDPCW), a US registered Investment Advisory Service and a US Broker Dealer and TD Wealth Management Services ... approves Statement of Selection documentation on all Managed Accounts for the Investment Advisory Platform in conjunction with the client's goals and objectives +… more
    TD Bank (07/22/25)
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  • Tech Risk and Controls Lead- SOX Assessment

    JPMorgan Chase (Jersey City, NJ)
    …technology-aligned aspects of Governance, Risk, and Compliance in line with the firm 's standards. Leverage your broad knowledge in risk management principles and ... governance is crucial in advising on complex situations and enhancing the firm 's risk posture. Through collaboration and analytical skills, you will contribute to… more
    JPMorgan Chase (06/20/25)
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  • Applied Aiml, VP

    JPMorgan Chase (Jersey City, NJ)
    …driving process transformation, deepen client engagements and generate revenue for the firm . As a Data Scientist, you will spearhead cutting-edge Language Modelling ... mining extensive data related to client interactions, market trends, investment strategies and existing processes, recommending transformative solutions through… more
    JPMorgan Chase (07/31/25)
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  • Vice President, SMA Product Strategist

    BlackRock (Princeton, NJ)
    …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... and Institutional client teams to ensure appropriate positioning of SMA's within broader firm initiatives and product campaigns + SMA Solutions lead to partner with… more
    BlackRock (07/18/25)
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  • AWS Principal Software Engineer

    JPMorgan Chase (Jersey City, NJ)
    …Software Engineer at JPMorgan Chase within the Corporate Technology Treasury Chief Investment Office Team, you provide expertise and engineering excellence as an ... best-in-class outcomes across various technologies to support one or more of the firm 's portfolios. **Job responsibilities** + Lead the transformation of firm 's… more
    JPMorgan Chase (07/03/25)
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  • Tax Manager - Hedge Funds

    Deloitte (Morristown, NJ)
    …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax,… more
    Deloitte (05/22/25)
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  • Tax Manager, State Income and Franchise…

    Deloitte (Morristown, NJ)
    …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... and be connected to a strong support system from Firm Leadership to ensure you are set up for...diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide… more
    Deloitte (05/22/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (Wayne, NJ)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (05/07/25)
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