Niche Sales-Banking & Financial Services Virtusa CorpNiche Sales-Banking & Financial ServicesNew Jersey, NJVirtusa Corporation is a leading worldwide provider of digital transformation services that accelerates business outcomes for Global 2000 businesses in banking and financial services, Healthcare & Life Sciences, Insurance, and telecommunications, technology, and media. Responsible for driving new sales in Virtusa's BFS segment with a Focus on selling IT services across the Digital Transformation (DT) and Cloud Transformation (CT) marketplace, including digital consulting, UX, mobility, digital marketing, digital engineering, cloud development and migration, data/analytics, AI/ML, and more.
Financial Services Professional - NY, New York (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - NY, New York (5261)New York, NY$250–$1,000420606'',''true'',''420606'',''false'',''Submission for the position: Financial Services Professional - NY, New York (5261) - (Job Number: 260000FK)'',''false'',''420606'',''false'',''true'',''Financial Services Professional - NY, New York (5261)'',''260000FK'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420606'',''420606'',''true'',''420606'',''false'',''Submission for the position: Financial Services Professional - NY, New York (5261) - (Job Number: 260000FK)'',''false'',''420606'',''false'',''true''.
Director, Financial Services Marketing GLGDirector, Financial Services MarketingNew York, NY$121,500–$160,000 / yearOwn segment-specific content plan to demonstrate segment expertise and authority, including case studies, reports and webinar; collaborate with Brand team on marketing of ‘tentpole’ thought leadership pieces and Expert Marketing on opportunities to leverage relevant experts . The Director, Financial Services Marketing will be a senior marketing leader who combines deep knowledge of how investment professionals work with the strategic and executional range to build a best-in-class marketing engine from the ground up.
Tax Supervisor - Financial Services PKFOD CareersTax Supervisor - Financial ServicesNew York, New York$95,000–$115,000 / yearThe ideal candidate will be responsible for reviewing tax returns and overseeing the preparation and coordination of tax compliance and advisory services for clients in the financial services industry, including hedge funds, fund of funds, private equity funds, management companies, and high-net-worth individuals. Experience working with asset management clients – e.g., hedge funds, fund of funds, private equity funds, management companies and high-net-worth individuals required.
Associate, Retirement Plan Services VestwellAssociate, Retirement Plan ServicesNew York, NY$60,000–$70,000 / yearVestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization.
Vice President, Financial Services And Systems Liberty UtilitiesVice President, Financial Services And SystemsMerrick, NYPreferred Technical ExperienceSAPSAP S/4HANABlackLinePowerPlanKyribaSAP Analytics CloudBusiness Intelligence platformsWorkflow AutomationRobotic Process Automation (RPA)AI-enabled finance technologiesLeadership CompetenciesLeadership CompetenciesStrategic VisionExecutive LeadershipBusiness PartnershipFinancial AcumenDigital TransformationChange LeadershipOperational ExcellenceCustomer FocusData-Driven Decision MakingRegulatory ExpertiseTalent DevelopmentEnterprise CollaborationInnovationProcess OrientationRisk ManagementOur purpose is sustaining energy and water for life, and it is demonstrated in everything we do as a business and as an employee team. Education and ExperienceBachelor's Degree in Accounting, Finance,or Business, MBA preferredCPA strongly preferred15+ years progressive finance leadership experience8+ years leading large finance organizationsExtensive Shared Services leadershipERP implementation and optimization experienceFinancial Systems leadershipUtility or regulated industry experience preferredLarge-scale transformation experienceExecutive stakeholder management.
Large Enterprise Account Executive, Financial Services (New York, NY) BoxLarge Enterprise Account Executive, Financial Services (New York, NY)New York, NYFull timeHave clear examples of closing complex deals and your sales process Effectively uses a repeatable method for uncovering greenfield opportunities and building out a new territory Experience in building professional relationships with a diverse range of stakeholders, including senior executives. 7+ years of work experience in sales with a track record of success, working with Financial Services institutions specifically across Retail Banking, Capital Markets, and Wealth & Asset Management institutions.
NewSr. Security Engineer - GRC Fintech & Financial Services TwitterSr. Security Engineer - GRC Fintech & Financial ServicesNew York, NY$152,000–$258,000 / yearThe ideal candidate brings hands-on fintech compliance experience (PCI DSS, NYDFS, FFIEC), fluency in data privacy frameworks (GDPR, CCPA), and GRC engineering skills: Compliance-as-Code, continuous evidence collection, and deep partnership with engineering so controls are designed into the platform rather than bolted on after the fact. Design, implement, and validate technical controls relevant to fintech environments (cardholder data environment scoping and segmentation, access control, logging, encryption, change management, vulnerability management) - not just document them.
Large Enterprise Account Executive, Financial Services New York, NY Box IncLarge Enterprise Account Executive, Financial Services New York, NYNew York, NY$268,500–$330,000 / year7+ years of work experience in sales with a track record of success, working with Financial Services institutions specifically across Retail Banking, Capital Markets, and Wealth & Asset Management institutions. It's the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more.
Tax Financial Services Intern Kaufman RossinTax Financial Services InternBrooklyn, NY$31–$33 / yearCelebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders.
Financial Advisor (Multiple Levels)- Sunnyside, Queens TD BankFinancial Advisor (Multiple Levels)- Sunnyside, QueensSunnyside, New York$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Vice President, Financial Advisor The Bank of New York Mellon CorpVice President, Financial AdvisorNew York, NY$69,000–$100,000 / yearThrough a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. The Financial Advisor assist clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strive to build long term relationships, and work clients over time as their needs change.
Financial Advisor - Bethpage TD BankFinancial Advisor - BethpageBethpage, New York$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Client Operations - German Financial Translator I Interactive Brokers Group IncClient Operations - German Financial Translator IGreenwich, CTAbout your Team: Due to the rapid growth and expansion of our business activities in various markets, we have the following full-time opening for an experienced, motivated, and technology-oriented individual for a German Financial Translator (English to German and vice versa). What will be your responsibilities within IBKR: We are looking for a professional translator with a strong focus on economics and finance, and the ability to work efficiently and independently to meet tight deadlines in a fast-paced environment while keeping a strong sense of team collaboration.
Senior Associate, Retirement Plan Services VestwellSenior Associate, Retirement Plan ServicesNew York, NY$70,000–$80,000 / yearDay-to-Day You May Also Be Expected To: Exercising independent judgment to evaluate and resolve complex retirement plan issues, including eligibility determinations, vesting, plan amendments, mergers and acquisitions, deconversions, year-end testing, and audit support. You will serve as a subject-matter resource for sophisticated plan scenarios, assess risk and compliance considerations, and partner cross-functionally to ensure high-quality service delivery, client retention, and continuous operational improvement.
Entry Level - Financial Advisor - NJ, Secaucus (3857) Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - NJ, Secaucus (3857)Secaucus, NJ$250–$1,000Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. ''311033'',''true'',''311033'',''false'',''Submission for the position: Entry Level - Financial Advisor - NJ, Secaucus (3857) - (Job Number: 190009DK)'',''false'',''311033'',''false'',''true'',''Entry Level - Financial Advisor - NJ, Secaucus (3857)'',''190009DK'',''UNITED STATES-Remote'',''UNITED STATES-Remote'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!
Client Services Associate/Office Manager Ark Asset AdvisorsClient Services Associate/Office ManagerPearl River, NY$65,000–$90,000 / yearPOSITION SUMMARY: The Client Services Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. · Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs.
PW Financial Planning Specialist Citizens Financial Group IncPW Financial Planning Specialisttarrytown, NY$77,000–$117,000 / yearThe Financial Planner will help the client facing private wealth management colleagues produce great outcomes and win new assets under management by assisting with the execution of personal financial plans for clients and prospects. Work with assigned private wealth advisors / wealth managers to help them develop, maintain, update, present and execute financial plans to their clients.
Client Services Representative Cetera Financial Group IncClient Services RepresentativeWestbury, NY$23.55–$28.35 / hourCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Insurance & Annuity (I&A) Services Operations Platform Management- Director Morgan StanleyInsurance & Annuity (I&A) Services Operations Platform Management- DirectorNew York, NY$82,000–$133,000 / yearKey activities include general project management disciplines such as delivery, risk/issue identification and escalation, budget and resource management, and management of systems development lifecycle (SDLC) activities such as scoping, business analysis, design document development, and testing, to include coordination of cross functional teams to ensure that projects meet milestones and delivery dates. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.