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Program Specialist jobs in United States, New York, New York

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Job title (1)
United States
New York
New York
593 jobs found
08.12.2025
BOA

Bank Of America Alternative Investments Perpetual Funds Platform Specialist United States, New York, New York

Limitless High-tech career opportunities - Expoint
Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform. Respond to inquiries on existing funds from financial advisors and sales...
Description:


Acts as a product representative and is responsible for negotiating operational fund onboarding requirements with fund managers and transfer agents.

Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client/advisor experience.

Job Responsibilities:

• Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform
• Respond to inquiries on existing funds from financial advisors and sales team
• Maintain relationships with fund managers/administrators and develop financial advisor communications
• Act as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML documents


Qualifications:

• 2-5+ years of general financial services experience
• 2 plus years experience in alternative investments preferred

• Strong communication skills, ability to collaborate across business groups
• Ability to multi-task and simultaneously manage daily responsibilities and projects
• Self-starter and creative thinker
• History of process improvement
• Excel, Word and PowerPoint skills

• Bachelor’s Degree preferred, preferably in business.


• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Monitoring, Surveillance, and Testing
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Product Marketing and Branding
• Relationship Building
• Negotiation
• Networking
• Presentation Skills

1st shift (United States of America)

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07.12.2025
BOA

Bank Of America Advisor Development Program Client Associate United States, New York, New York

Limitless High-tech career opportunities - Expoint
Developing a book of business in order to meet and exceed established performance hurdles. Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the...
Description:

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.

This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:

  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you

  • Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
  • Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.


Required Qualifications:

  • Displays confidence working as a self-starter in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven growth mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • Proven ability to quickly build trust and credibility
  • Proven ability to assess needs of and recommend appropriatesolutions
  • Proven ability to work both collaboratively on a team with key partners and independently
  • Proven ability to listen and probe for clarity and understanding
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in applications such as Microsoft Suite

Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of work experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Job Responsibilities:

  • Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Trade Operations Management
  • Administrative Services
  • Client Investments Management
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

1st shift (United States of America)

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07.12.2025
PA

Palo Alto SASE Sales Specialist United States, New York, New York

Limitless High-tech career opportunities - Expoint
Ability to work in partnership with your respective geography’s leadership to engage the SASE portfolio to customers, partners, and colleagues. Perform high-level sales planning, leading to accurate forecasting of the...
Description:

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

You are required to exceed your quota, obtain/maintain subject matter expertise, create/update detailed written plans, and regularly present to a variety of audiences (large and small, live and virtual).

Your Impact

  • Ability to work in partnership with your respective geography’s leadership to engage the SASE portfolio to customers, partners, and colleagues
  • Perform high-level sales planning, leading to accurate forecasting of the business
  • Build a fundamental understanding of security threats, solutions, security tools or network technologies
  • Bring to bear all cross-functional resources to achieve your quota.
  • Stay updated on industry news and trends, and how they affect Palo Alto Networks products and services
  • Conduct in-person sessions, webinars and learning materials that can be consumed by the appropriate audience
  • Identify cross-selling and up-selling opportunities within accounts
  • Educate customers and partners on the modern network security landscape
  • Establish relationships with and sell through channel partners
  • Travel 50% + throughout the Western US, and to company-wide meetings

Your Experience

  • 5+ years of field or technical sales selling SASE or SD-WAN for a multinational organization
  • Above quota sales experience in a high-tempo culture
  • Experience selling network infrastructure-based security appliances including, but not limited to - Firewalls, SSL/IPSec VPNs, Security Proxies and Caches, SD-WAN
  • Practical experience working with routing and switching products that will be installed adjacent to our appliances
  • Strong communication and presentation skills, both written and verbally
  • Experience working with Channel partners and understanding of a channel centric go to market approach
  • Excellent time management skills, and work with high levels of autonomy and self-direction

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $264000 - $363000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.


This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

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23.11.2025
MDB

MongoDB Senior Program Director Application Modernization United States, New York, New York

Limitless High-tech career opportunities - Expoint
Overall Program PlanningEstablishing program objectives and goalsEstablishing inter and intra dependencies to complete the program on-timeDeveloping a detailed program management plan that integrates scope, schedule, budget, risk, communication, quality, and...
Description:
Position Expectations
  • Overall Program Planning
    • Establishing program objectives and goals
    • Establishing inter and intra dependencies to complete the program on-time
    • Developing a detailed program management plan that integrates scope, schedule, budget, risk, communication, quality, and integration strategies
  • Contract and Finance Management
    • Expertise in creating, meticulously tracking, and strictly controlling a large, fixed budget. This includes accurate forecasting, variance analysis, and proactive cost optimization
    • Thorough understanding and effective management of the contractual terms such as scope, change control, milestone deliverables, quality and performance, financial payment terms and penalties
    • Program Delivery and Governance
    • Developing and maintaining a highly detailed and integrated master schedule that accounts for all integration activities, critical milestones, and interdependenciesIdentifying the critical path with precision and proactively managing activities along this path to ensure on-time delivery of the integrated system
    • Actively enforcing adoption of MongoDB’s Agentic AI platform for automating all aspects of legacy application modernization. This will be a key metric for the overall success of the program
    • Diligently monitoring progress against the established schedule, proactively identifying potential delays, and implementing effective mitigation strategies to stay on track
    • Managing resources and optimizing the allocation of resources with the right number, at the right time from the right geographies to meet demanding schedules without causing over or under utilization
    • Managing stakeholders communicating effectively to ensure customers and MongoDB’s objectives are met and to communicate program status on a weekly, monthly, and quarterly basis to various levels of customer organizations
    • Program status reporting to ensure all program metrics are tracked and reported to ensure programs are running on-time, on-budget while meeting customer expectations
    • Ensure delivery processes are followed, which includes timely and accurate feedback to engineering teams to improve the Agentic AI platform as part of its on-going development and evolution
  • Team Leadership and Management
    • Providing leadership to a matrixed team spanning different geographies and cultures to operate as one cohesive unit to achieve overall program objectives
Requirements
  • 10+ years of program management experience leading enterprise-scale technology transformation programs
  • Excellent customer interaction and presentation skills (ability to present to different audiences and bring the message across in a concise, professional manner)
  • Demonstrated belief in the power of stakeholder management and communications; track record of affecting change through stakeholder engagement
  • Services delivery experience with diverse teams that span geographies and cultures
  • Ability to travel to customer sites to actively engage and build trusted partner relationships across the customer organisation
Nice-to-have skills
  • Agentic AI driven integrated development Platform
  • Legacy Modernization Methodologies
  • Document Database
  • Delivery Excellence
$337,000 USD
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22.11.2025
I

Incyte Dermatology Therapeutic Specialist LONG ISLAND CITY NY United States, New York, New York

Limitless High-tech career opportunities - Expoint
Represent in a professional, compliant, and ethical manner. Provide feedback on marketing tools, tactics and effectiveness of sales activities. Provide exceptional customer service through total account management, including product access,...
Description:

Job Summary (Primary function)

Essential Functions of the Job (Key responsibilities)

  • Represent in a professional, compliant, and ethical manner.
  • Provide feedback on marketing tools, tactics and effectiveness of sales activities.
  • Provide exceptional customer service through total account management, including product access, reimbursement and on-label medical questions.
  • Execute on national level strategies, deliver branded and disease state sales messages, and planned promotional programs.
  • Demonstrate and communicate in-depth knowledge of the clinical data for Incyte's products to external stakeholders.
  • Develop and maintain strong disease state knowledge and exemplary selling skills.
  • Create, develop and execute a strategic business plan that coordinates efforts with regional counterparts that reflects in-depth local market and account specific knowledge.
  • Collaborate and coordinate with other field-based stakeholders in the territory and region to proactively address customer needs, identify market dynamics, and develop strategies to ensure optimal success.
  • Consistently engage customers through in-person interactions or virtual meetings, as requested or required by a customer, within assigned geography, delivering scientific and clinically targeted messages to launch and grow current and future brands.
  • Consistently achieve or exceed revenue targets.

Qualifications (Minimal acceptable level of education, work experience, and competency)

  • Discover – Develop – Deliver – Collaborate
  • Demonstrated ability to gain consistent access and develop strong professional relationships with providers.
  • Documented history of successful product launches in a highly competitive market.
  • A drive to achieve and operate with a high degree of integrity within compliance guidelines.
  • Results oriented with a history of successful sales performance, as demonstrated through various metrics and feedback.
  • Extensive experience in biotech/pharmaceutical sales, with a focus on immunology or dermatology, is preferred. Candidates with diverse backgrounds and varying levels of experience are encouraged to apply.
  • A bachelor's degree or equivalent experience is preferred.
  • The ability to travel is required using various modes of transportation (car, air, train, etc.). The level and frequency of travel, including overnights, will depend on the specific territory and/or business purpose or need. We encourage applications from individuals with diverse abilities and will provide necessary accommodations for travel.
  • Possession of a valid driver's license and a satisfactory driving record, with accommodations available for individuals with disabilities who may require them.
  • Effective communication skills.
  • Strong business planning acumen, highly organized with strong account management skills.
  • Strong knowledge of dermatology patient access programs, market access, specialty pharmacies and prior authorization pull-through initiatives.
  • Work effectively in collaboration with cross-functional teams.
  • The ability to work effectively in collaboration with team members in order to achieve a common goal.

Disclaimer: The above statements are intended to describe the general nature and level of work performed by employees assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, and qualifications. Management reserves the right to change or modify such duties as required.

Learn more at:

During the process, you may be asked to respond to questions that will screen out your application if you do not meet certain objective criteria required by the job. You can learn more about this process .


USD $150,000.00 - USD $180,000.00 /Yr.
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19.11.2025
PA

Palo Alto Cortex Cloud Sales Specialist United States, New York, New York

Limitless High-tech career opportunities - Expoint
Join the fastest growing team where experience meets cutting-edge solutions. Build and cultivate strong customer relationships, driving business growth within the region. Partner with the core sales team to align...
Description:

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

  • Join the fastest growing team where experience meets cutting-edge solutions

  • Build and cultivate strong customer relationships, driving business growth within the region.

  • Partner with the core sales team to align customer strategies and engagements with Cortex and Cloud business objectives.

  • Take full ownership of leading strategic sales campaigns, sales forecasting, utilizing in-depth knowledge of sales cycles from initial contact through procurement.

  • Engage in deep technical discussions beyond standard sales presentations and pitches; while translating complex technical cybersecurity solutions into clear business value propositions for customers.

  • Collaborate closely with cross-functional teams, including sales engineers, to provide tailored customer-centric solutions.

  • Partner with Alliances to develop joint strategies, enhance customer engagement and deliver innovative solutions for existing and prospective clients.

  • Travel domestically as needed to meet with customers and attend key business events.

Your Experience

  • 5+ years of field sales experience focusing on key customer accounts and delivering value to Enterprise or Major-level accounts in the cybersecurity industry.

  • Extensive platform selling experience in complex sales with multiple buying centers.

  • Experience selling SIEM, EDR, XDR, SOC and SOAR solutions is highly preferred.

  • Established trusted relationships with CIOs and CISOs with the ability to influence and drive strategic conversations

  • Expertise in applying complex solution sales methodologies to drive results.

  • Experience working with channel partners and a deep understanding of a channel-centric go-to-market strategy.

  • Demonstrated ability to thrive in a fast-paced, high-growth startup environment while collaborating effectively with sales engineers and cross-functional teams.

  • Experience operating in a continuous adoption, expansion, and upsell sales motion within a matrixed sales organization is preferred

  • Willingness to travel domestically as necessary to meet business needs.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.


This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

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18.11.2025
BOA

Bank Of America Advisor Development Program Client Associate United States, New York, New York

Limitless High-tech career opportunities - Expoint
Developing a book of business in order to meet and exceed established performance hurdles. Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the...
Description:

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.

This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:

  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you

  • Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
  • Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.


Required Qualifications:

  • Displays confidence working as a self-starter in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven growth mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • Proven ability to quickly build trust and credibility
  • Proven ability to assess needs of and recommend appropriatesolutions
  • Proven ability to work both collaboratively on a team with key partners and independently
  • Proven ability to listen and probe for clarity and understanding
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in applications such as Microsoft Suite

Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of work experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Job Responsibilities:

  • Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Trade Operations Management
  • Administrative Services
  • Client Investments Management
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

1st shift (United States of America)

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Limitless High-tech career opportunities - Expoint
Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform. Respond to inquiries on existing funds from financial advisors and sales...
Description:


Acts as a product representative and is responsible for negotiating operational fund onboarding requirements with fund managers and transfer agents.

Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from onboarding to the ongoing client/advisor experience.

Job Responsibilities:

• Partner with private equity/hedge fund origination team and operations team to onboard new funds to the Alternative Investments Platform
• Respond to inquiries on existing funds from financial advisors and sales team
• Maintain relationships with fund managers/administrators and develop financial advisor communications
• Act as liaison for operational issues between Alternative Investments and fund managers/administrators including review of AML documents


Qualifications:

• 2-5+ years of general financial services experience
• 2 plus years experience in alternative investments preferred

• Strong communication skills, ability to collaborate across business groups
• Ability to multi-task and simultaneously manage daily responsibilities and projects
• Self-starter and creative thinker
• History of process improvement
• Excel, Word and PowerPoint skills

• Bachelor’s Degree preferred, preferably in business.


• Analytical Thinking
• Customer and Client Focus
• Financial Forecasting and Modeling
• Monitoring, Surveillance, and Testing
• Risk Management
• Causation Analysis
• Client Management
• Market Analysis
• Product Marketing and Branding
• Relationship Building
• Negotiation
• Networking
• Presentation Skills

1st shift (United States of America)

Show more
Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Program Specialist job opportunities in the United States, New York, New York area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.