Financial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewManagement Consultant Vaco LLCManagement ConsultantNew York, NY$210,000–$350,000 / yearPractice Areas Finance Transformation & Process Improvement Financial Planning & Analysis (FP&A) Performance Improvement & Value Creation Working Capital & Cash Flow Optimization Controllership & Financial Reporting Technology & Systems Optimization Transaction & Transition Support Turnaround & Restructuring Transaction Advisory & Valuation Support Key Responsibilities Lead day-to-day execution of client engagements focused on finance transformation, operational improvement, transaction readiness, and enterprise value creation. Strong understanding of finance and accounting processes, including: Budgeting and forecasting Financial planning and analysis (FP&A) Financial close and controllership Treasury management Order-to-cash Procure-to-pay Experience working with ERP, Enterprise Performance Management (EPM), and Business Intelligence (BI) platforms.
Partnership Executive Consultant ComplySciPartnership Executive ConsultantNew York, NY$186,000–$216,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
Enhanced Compliance Consultant ComplySciEnhanced Compliance ConsultantNew York, NY$88,000–$121,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
NewTax Manager - Consultant CFSTax Manager - ConsultantGreenwich, CT$70–$80 / hourThis role will focus on partnership tax and asset management-related tax functions, working closely with internal stakeholders and external advisors. The ideal candidate will have strong tax experience within asset management and be comfortable working in a collaborative, in-office environment.
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.
Consultant - Risk Consulting AxelonConsultant - Risk ConsultingMorristown, NJImplement strategic plans and advanced technology to maximize clients’ insurance recoveries for mass tort and complex claims such as toxic tort, environmental, pollution, asbestos, sexual assault, concussion, and other high-value claims. Leverage advanced knowledge of industry trends in risk management to generate actionable insights tailored to clients’ business and risk environments.
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.
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.
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.