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Financial Services Jobs in Copiague, NY

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Financial Services Litigation Partner Jobot

New York, NY

Remote

$200,000–$350,000 / year
Quick Apply

Its growing Financial Services and Institutions practice counsels and defends broker-dealers, registered investment advisors, insurance agents, and other financial services firms and professionals in FINRA, AAA, and other arbitrations, in state and federal courts, and in regulatory examinations and proceedings. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

6 days ago

Assurance Director - Asset Management & Financial Services Bdo Consulting

Stamford, CT

$180,000–$265,000 / year

Business Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.

7 days ago

Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
Quick Apply

Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

6 days ago

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

New York, NY

$120,000–$140,000 / year
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You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.

6 days ago

Associate Director for Enrollment Services (Enrollment Manager) - NEST LaGuardia Community College

Queens, NY

$76,848–$117,971 / year
Full time

The Enrollment manager will, in addition to the CUNY Title Overview, perform the following: Manages service delivery strategies across the Registration Lab, FAFSA Lab, and walk-in OneStop student service and phone operations; Coordinates communication initiatives and service interventions to increase FAFSA filing and financial aid completion through targeted outreach strategies and staff training; Develops and maintains service engagement data and outreach response tracking to connect students with appropriate enrollment resources and services; Manages NEST service operations in accordance with university policies and procedures; Supervises staff providing front-line enrollment services across multiple service points, including service labs, the main office, call center operations, outreach initiatives, and student intervention efforts; Serves as a point of contact for campus stakeholders and supports cross-functional programmatic initiatives; Contributes to the development of innovative service delivery models that incorporate measurable outcomes and continuous improvement practices; Maintains expertise in enrollment and advising technologies such as Slate CRM and EAB Navigate and remains current on emerging practices in enrollment services and student support technologies; Manage FAFSA and Registration Labs - One Stop Service Model; Coordinates front-line operations to support a seamless student service experience; Manage professional and clerical staff supporting Enrollment Services operations. Reporting to the Director of Enrollment Services, the Associate Director of Enrollment Services plays a critical role in implementing a comprehensive, data-informed enrollment service strategy designed to increase student engagement, strengthen self-advocacy, and support students in navigating enrollment processes.

10 days ago

Associate, Transaction Advisory Services Jobot

New York, NY

$120,000–$150,000 / year
Quick Apply

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

6 days ago

Business Development Director (Financial Services) Bdo Consulting

Stamford, CT

$150,000–$180,000 / year

Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.

7 days ago

Patient Financial Services Axelon

New York, NY

$1–$2 / hour
Quick Apply

Ensure that billing amounts are correct with regard to case payers, managed care providers with contracts, DRGs day and cost outliners, implantable, exempt services, carve-outs, type of contract, services under NYPHRM, services under HCRA, etc. Prepare daily reconciliation of all remittances and checks posted to ensure that all payments and adjustments are done accurately and agree to deposits posted to general ledger.

1 day ago

Vice President, Transaction Advisory Services Jobot

New York, NY

$160,000–$215,000 / year
Quick Apply

4 days ago

Tax Manager – Private Client Services Jobot

New York, NY

$150,000–$185,000 / year
Quick Apply

Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, enjoy hybrid flexibility, and accelerate your leadership career. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

6 days ago

Onsite Services Coordinator Beacon Hill Staffing Group, LLC

New York, New York

$25 / hour
Full time
Quick Apply

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com . Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

4 days ago

Senior Director, Administrative Services Beacon Hill Staffing Group, LLC

New York, New York

$249,000–$250,000 / year
Full time
Quick Apply

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com . Our client is seeking an experienced Senior Director of Administrative Services to lead a nationwide administrative services function spanning administrative management, real estate, operations, and enterprise programs.

11 days ago

Associate Financial Planner New York Life - Uniondale

Uniondale, NY

Quick Apply

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Qualifications: Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.

6 days ago

Senior Financial Reporting and Analytics Analyst Vaco LLC

New York, NY

$125,000–$150,000 / year

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. About the role: Our client, a publicly traded technology-forward financial services firm, is are seeking a Senior Financial Reporting & Analytics Analyst to support financial reporting, accounting, and data analysis initiatives across a growing finance organization.

10 days ago

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Melville, NY

$60,000–$100,000 / year
Quick Apply

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

3 days ago

Senior Financial Reporting Manager Kforce Inc.

New York, NY

$150,000–$200,000

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

7 days ago

Financial Analyst Vaco LLC

New York, NY

$115,000–$120,000 / year

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.

4 days ago

Financial Advisor New York Life - Uniondale

Uniondale, NY

Quick Apply

Willingness to learn about investments, investment programs, and the language used to approach clients and prospects when discussing these services. We want to add a motivated and personable new employee to our insurance and investment agent team who is seeking a new learning opportunity with lots of room for growth.

1 day ago

Tax Manager, Private Client Services Bdo Consulting

Stamford, CT

$112,000–$150,000 / year

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

1 day ago

Senior Manager, U.S. Merchant Partnerships (Services Vertical - Automotives) Visa

New York, NY

$130,900–$247,000 / year

Acting as the primary coordinator (generalist AE) for assigned accounts, this individual will collaborate closely with specialized sellers and subject matter experts across Visa, including Value Added Services, Consulting and Analytics, Commercial Solutions, Acceptance, Risk, Digital Solutions, Co-brand, Debit Routing, and emerging commerce capabilities. This role serves as the primary Visa relationship owner for assigned clients and is responsible for developing senior-level relationships, understanding client priorities, identifying growth opportunities, and connecting clients with Visa's broad portfolio of products, solutions, and services.

2 days ago

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Financial Services Jobs in Copiague, NY

Financial Services Litigation Partner Jobot

Assurance Director - Asset Management & Financial Services Bdo Consulting

Senior Financial Advisor / Private Wealth Advisor Jobot

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Associate Director for Enrollment Services (Enrollment Manager) - NEST LaGuardia Community College

Associate, Transaction Advisory Services Jobot

Business Development Director (Financial Services) Bdo Consulting

Patient Financial Services Axelon

Vice President, Transaction Advisory Services Jobot

Tax Manager – Private Client Services Jobot

Onsite Services Coordinator Beacon Hill Staffing Group, LLC

Senior Director, Administrative Services Beacon Hill Staffing Group, LLC

Associate Financial Planner New York Life - Uniondale

Senior Financial Reporting and Analytics Analyst Vaco LLC

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Senior Financial Reporting Manager Kforce Inc.

Financial Analyst Vaco LLC

Financial Advisor New York Life - Uniondale

Tax Manager, Private Client Services Bdo Consulting

Senior Manager, U.S. Merchant Partnerships (Services Vertical - Automotives) Visa

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