Financial Planning Team Lead Guardian LifeFinancial Planning Team LeadNew York, NY$132,420–$217,545 / yearThe role will partner closely with Group Distribution and other enterprise stakeholders to build the Guardian Wealth Partners practice, strengthen connectivity across business lines, and ensure the offering is positioned as a compelling wealth management solution for clients across different targeted segmentations ranging from mass affluent to high net worth through a combination of fully digital and hybrid engagement models. In addition to overseeing the GWP Planning team and client delivery, this leader will play a critical role in developing and executing the client acquisition go-to-market strategy for Guardian Wealth Partners, including target client segments, referral pathways, distribution partnerships, and scalable engagement models.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesNew York, NY$146,000–$200,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Executive Director, Internal Audit - Financial Risk and Lending Sumitomo Mitsui Banking CorpExecutive Director, Internal Audit - Financial Risk and LendingNew York, NY$206,000–$255,000 / yearDevelop and oversee audit coverage of complex lending portfolios and emerging risk areas, including corporate banking, private credit, non-bank financial institution (NBFI) lending, and credit risk management, while coordinating with regulators, second line functions, and business stakeholders on audit planning, issue assessment, and regulatory examination support. Oversee quarterly and annual continuous monitoring and risk assessment activities across assigned risk stripes, including credit risk, market risk, liquidity risk, and capital management, to identify emerging risks, changes in risk profile, regulatory developments, and control environment trends that may require adjustments to audit coverage or the audit plan.
Sr. Forward Deployed Engineer (Fde) - Financial Services DataBricksSr. Forward Deployed Engineer (Fde) - Financial ServicesNew York City, NY$182,000–$250,208 / yearThe impact you will have: Production Solution Delivery: Lead impactful customer technical projects by delivering production-grade systems, designing and building reference architectures, custom applications and data ingestion and ML/AI model integration. Empower Customers: Guide customers on architecture and design; bootstrap or implement customer projects which leads to a customers' successful understanding, evaluation and adoption of Databricks.
NewSr. Forward Deployed Engineer (FDE) - Financial Services DatabricksSr. Forward Deployed Engineer (FDE) - Financial ServicesNew York City, New YorkZone 1 Pay Range $182,000 — $250,208 USD Zone 2 Pay Range $182,000 — $250,208 USD Zone 3 Pay Range $182,000 — $250,208 USD Zone 4 Pay Range $182,000 — $250,208 USD About Databricks . The impact you will have: Production Solution Delivery: Lead impactful customer technical projects by delivering production-grade systems, designing and building reference architectures, custom applications and data ingestion and ML/AI model integration.
Financial Crimes Risk: Quality Oversight UAT Coordinator Morgan StanleyFinancial Crimes Risk: Quality Oversight UAT CoordinatorPurchase, NY$105,000–$140,000 / yearOur 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. Department Profile: The WM First Line Financial Crimes Risk ("1L FCR") department is embedded within the Firm's business line and is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types.
Financial Crimes Risk: Head of Control Functions Delivery - Vice President / Executive Director Morgan StanleyFinancial Crimes Risk: Head of Control Functions Delivery - Vice President / Executive DirectorPurchase, NY$140,000–$205,000 / yearRequired Experience: • 12-15+ years of experience in AML KYC, financial crimes risk management, or technology delivery supporting control environments within a large financial institution • Demonstrated track record of leading complex, large-scale implementations, including technology builds and enhancements, regulatory or policy-driven initiatives, and operational optimization efforts • Experience managing portfolios of concurrent initiatives, including defining scope, sequencing work into phased delivery (e.g., MVP and subsequent release), and aligning multi-year roadmaps to business priorities • Strong working knowledge of AML KYC regulatory requirements and how they translate into practical operating models, including onboarding, due diligence, screening, monitoring, and governance controls • Direct experience leading workflow redesign, automation, AI enablement, or data enrichment initiatives within control functions (required) • Demonstrated risk management judgment, including the ability to make defensible, risk-based decisions that balance regulatory integrity with operational practicality • Experience operating in matrixed environments and influencing senior stakeholders across Business, Technology, Risk, Compliance, and Operations • Bachelor's degree in Business, Finance, Technology or a related field. Skills and Qualities: • Strong risk-based decision-making capabilities in highly regulated environments • Ability to translate regulatory, policy and operational requirements into clear, scalable build plans and implementation approaches • Demonstrated ability to structure complex initiatives into phased, executable delivery plans aligned to business priorities • Executive-level communication skills, including experience presenting complex implementation plans and trade-offs to senior leadership and governance forums • Strong ownership mindset with the ability to resolve issues, remove blockers, and maintain execution pace across multiple concurrent initiatives • Experience developing and leading high-performing teams, including mentoring senior professionals and establishing clear performance expectations.
Senior Associate, Employer Services Account Manager VestwellSenior Associate, Employer Services Account ManagerNew York, NYRemote$70,000–$80,000 / yearYour responsibilities will include, but are not limited to: Client Relationship Management: Independently manage and retain relationships with top ARR clients and pooled plans across Vestwell platforms, addressing post-onboarding needs such as plan design changes, year-end testing, education, and ongoing inquiries. Successful candidates will be responsible for supporting incoming employer plan inquiries, change orders, proactive outreaches, ongoing client reviews, and supporting multiple cross-functional teams across the organization.
Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS)Iselin, NJOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Client Service Associate TAG EisnerAmper, LLCClient Service AssociateIselin, NJOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Our firm adheres to a comprehensive approach helping high net worth clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.
Market Financial Center Manager - Nassau South Market Bank of AmericaMarket Financial Center Manager - Nassau South MarketFar Rockaway, New YorkThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Senior Financial Accountant (Hybrid-New Jersey) Broadridge Financial Solutions IncSenior Financial Accountant (Hybrid-New Jersey)Newark, NJ$90,000–$105,000 / yearResponsible for reviewing balance sheet reconciliations, ensuring the accuracy of the general ledger and trial balance, making sure that they are completed as per the deadlines, following the Broadridge policy, and taking ownership of the accuracy and completeness of the balance sheet. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
Financial Crimes Quality Assurance Mizuho Americas Services LLCFinancial Crimes Quality AssuranceNew York, NYFull timeThe Americas Compliance Department (ACD) manages compliance risk in the United States for Mizuho Bank Ltd. and its U.S. subsidiary bank, Mizuho Bank (USA) and also provides compliance support services to Mizuho Americas LLC, the U.S. bank holding company for Mizuho Financial Group. Familiarity with laws and guidance applicable to money laundering (i.e. Bank Secrecy Act, USA PATRIOT Act etc.) Years of specialized experience in Financial Crimes Compliance or related function at a globally diversified financial services organization.
Senior Financial Analyst, Commercial Excellence (Hybrid - 3x a week in Clifton, NJ) Quest Diagnostics IncSenior Financial Analyst, Commercial Excellence (Hybrid - 3x a week in Clifton, NJ)Clifton, NJ$96,000–$115,000 / yearDevelop and maintain dashboards and reports in PowerBI/Tableau to drive insights and monitor key performance indicators; transform raw data into clear, actionable intelligence for Leadership & the broader Commercial team. Required Competencies:The successful candidate for Commercial Excellence Senior Financial Analyst will demonstrate through education and experience the following competencies:Communication: Expresses ideas effectively.
Associate Director, Client Services - Account Executive Capital Rx LLCAssociate Director, Client Services - Account ExecutiveNew York, NY$163,600–$190,000 / yearPosition Overview: The Associate Director, Client Services - Account Executive is responsible for managing the planning, execution, issue resolution and day to day account executive functions of an assigned high profile but limited client portfolio and team to ensure ongoing client satisfaction in the Pharmacy Benefit Management (PBM) market segment including Employer Groups, Public Entities, and Labor/Union. Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Judi Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and.
Financial Advisor- Great Neck, Long Island TD BankFinancial Advisor- Great Neck, Long IslandGreat Neck, New YorkEnsures 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.
Financial Advisor- (Brooklyn College), Brooklyn, NY TD BankFinancial Advisor- (Brooklyn College), Brooklyn, NYBrooklyn, New YorkEnsures 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.
Equity Research Senior Associate - Technology & Information Services Jefferies Financial Group IncEquity Research Senior Associate - Technology & Information ServicesNew York, NY$135,000–$165,000 / yearSummary: Jefferies Equity Research is seeking an experienced associate to join the Technology and Information Services team, which covers the intersection of technology, data & analytics, and information services. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
NewProfessional Services Strategy Consultant I Nesco Resource, LLCProfessional Services Strategy Consultant INew York, NY$50–$60 / hourManage day-to-day operations , including data and MIS (Management Information Systems) collection, trend and risk analysis, and the preparation of high-quality presentations and reports for management and regulatory bodies. Design and implement strategic solutions that drive business value, with a focus on compliance and enterprise-wide risk assessment methodologies, control design, and executive/Board-level risk reporting.
Senior Solution Engineer, Financial Services Snowflake IncSenior Solution Engineer, Financial ServicesNew York, NY$220,000–$288,750 / yearIn this role you will work directly with the sales team and channel partners to understand the needs of our customers, strategize on how to navigate winning sales cycles, provide compelling value-based demonstrations, support enterprise Proof of Concepts, and ultimately close business. The following represents the expected range of compensation for this role: This role is eligible to participate in Snowflake''s commission plan and it is common for employees in this role to receive total on-target earnings of $220,000 - $288,750.