Compliance Audit Consultant Page GroupCompliance Audit ConsultantNew York, NY$60–$75 / hourThis international banking institution serves clients in both the United States and LATAM, operating regulated banking offices in New York and Miami while maintaining strong oversight across financial, operational, and compliance functions. The organization offers a broad range of employee benefits and emphasizes a robust risk management, internal audit, and regulatory compliance framework within a bilingual environment.
NewProgram Operations Consultant AxelonProgram Operations ConsultantNew York, NY$40–$45 / hourContent & Compliance Submissions: Maintain the centralized content library and submission tracker, perform CMS and workshop deck content reviews, and support compliance submissions against filing deadlines. Workshop Coordination: Manage workshop scheduling and logistics, maintain the workshop tracker and educator locator, and coordinate deck audits ahead of delivery.
NewEntry-Level Financial Advisor New York Life - Nassau County General OfficeEntry-Level Financial AdvisorUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
NewCommercial Loan Operations Consultant Page GroupCommercial Loan Operations ConsultantManhattan, NY$45–$50 / hourThe Loan Operations Consultant will support the financial services industry by managing loan processing tasks with accuracy and efficiency. This temporary position is based in New York and focuses on ensuring smooth operations within the banking and financial services department.
Loan Operations Consultant Page GroupLoan Operations ConsultantManhattan, NY$45–$55 / hourA leading international financial institution with a strong presence across Asia, offering a full suite of commercial banking, corporate banking, treasury, lending, trade finance, and wealth management solutions to businesses and individuals alike. The Loan Operations Consultant will focus on supporting the banking and financial services department by managing loan processing tasks and ensuring accurate documentation.
Financial Consultant Partner Manhasset, NY The Charles Schwab CorpFinancial Consultant Partner Manhasset, NYManhasset, NYYou'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
Financial Consultant I MetLife IncFinancial Consultant INY$55,000–$75,000 / yearRecognizednon Fortune magazine''s list of the "World''s Most Admired Companies",nFortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companiesnto Work For, MetLife, through its subsidiaries and affiliates, is one of thenworld's leading financial services companies; providing insurance, annuities,nemployee benefits and asset management to individual and institutionalncustomers. The Financial Consultant I is responsible for the day-to-day financial support of Regional Market clients across multiple platforms and various billing methods Guided by our purpose - always with you building a more confident future - and our New Frontier strategy focused on stronger growth, attractive returns and all-weather performance, this is an exciting opportunity to be part of Regional Market which provides global benefits sales and solutions to US Based employers with 100- 4,999 employees.
Financial Consultant II MetLife IncFinancial Consultant IINY$74,500–$99,300 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
Financial Consultant - Roslyn, NY FidelityFinancial Consultant - Roslyn, NYRoslyn, New YorkRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant Flagstar Bank NAFinancial ConsultantAstoria, NY$35,568–$66,534 / yearIndirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.
NewSenior Consultant - Financial Services Sia Partners SASSenior Consultant - Financial ServicesNew York, NY$124,000–$130,000 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward in a fast-paced, client-facing environment.
NewConsultant - Financial Services Sia Partners SASConsultant - Financial ServicesNew York, NY$89,000–$110,000 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). Relevant Experience: Recent graduate or early-career candidate with up to 2 years of post-graduate experience, including internships, academic projects, or work experience demonstrating business problem-solving, analytical thinking, professional communication, AI-enabled ways of working, and a proactive, forward-deployed BA mindset; experience in financial services or management consulting is preferred.
Financial Planning and Analysis Consultant MDMS Recruiting LLCFinancial Planning and Analysis ConsultantNew York, NY$60–$80 / hourCommunication: Develop strong partnerships with the Finance and Business community to gain an understanding of underlying business drivers and issues affecting the activities. Improve the production process and controls of financial reports through (but not limited) technology enhancements – either digital, process enhancements, cross training, and/or data analytics.
Senior Solutions Consultant - Financial Services Appian CorpSenior Solutions Consultant - Financial ServicesNew York, NY$140,000–$218,750 / yearGrowth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Through a combination of creative persona-based storytelling, technical solutioning, and business consulting, Appian's Solution Consultant's are the driving force behind helping customers understand the business value that Appian's technology can provide during the sales cycle and beyond.
Financial Consultant - Greenwich, CT FidelityFinancial Consultant - Greenwich, CTGreenwich, ConnecticutRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Financial Consultant - Garden City, NY FidelityFinancial Consultant - Garden City, NYGarden City, New YorkRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant - Millburn, NJ FidelityFinancial Consultant - Millburn, NJMillburn, New JerseyRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant-New York Century Consulting ServicesFinancial Consultant-New YorkNew York, NYRemote$75,000–$110,000Your primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. You will conduct in-depth discovery calls to build professional rapport, uncover the reasons behind their debt buildup, identify key pain points, verify income, and understand their goals for becoming debt-free.
Pre-Sales Consultant, Financial Services AlphaSense, Inc.Pre-Sales Consultant, Financial ServicesNY$80,000–$95,000 / yearWhat You Bring: Financial Services Expertise: 2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds. The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue.
Senior Consultant, Financial Reporting & Accounting | Real Estate Solutions FTI Consulting, Inc.Senior Consultant, Financial Reporting & Accounting | Real Estate SolutionsNew York, NYWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO preparation, real estate and REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.