NewFinancial Crimes Blockchain Analytics Risk Associate, (Financial Services Specialist 4 (Financial Crimes Risk), SG-27) New York State Thruway AuthorityFinancial Crimes Blockchain Analytics Risk Associate, (Financial Services Specialist 4 (Financial Crimes Risk), SG-27)Albany, NY$106,898–$131,665 / yearMaintains a good understanding of the BSA/AML and OFAC Sanctions laws, regulations, guidance, and best practices, relevant to transaction monitoring, suspicious activity reporting, money laundering typologies and investigative techniques required to detect illicit activity and identify sanctions evasion within the virtual currency space. Monitors and performs provenance tracing of on-chain transactions attributed to DFS applicant/licensee exposure to money laundering, terrorist financing, sanctioned jurisdictions/individuals/entities and other predicate crimes and high-risk services.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateNY$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director PricewaterhouseCoopers LLPManaged Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - DirectorAlbany, NY$155,000–$410,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director, you will specialize in enhancing the efficiency and effectiveness of financial operations within organizations.
Part Time Financial Services Instructor - Virtual Teaching Bryant & Stratton CollegePart Time Financial Services Instructor - Virtual TeachingAlbany, NY$30–$35 / hourFounded in 1854, Bryant & Stratton College offers real-world education leading to bachelors, associates, and professional certificates after completion in the fields of healthcare, technology, legal, business, graphic design, and more. All instructors will possess and exhibit qualities of professionalism, integrity, self-esteem, self-motivation, and a strong desire to guide students to improve their career prospects.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerAlbany, NY$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Supervisory Field Support Lead (Director Financial Services Programs 3, NS) New York State Thruway AuthoritySupervisory Field Support Lead (Director Financial Services Programs 3, NS)NY$127,507–$160,911 / yearKara Waters Box SFSL-DFSP3-09167 New York State Department of Financial Services Office of Human Resources Management One Commerce Plaza, Suite 301 Albany, NY 12257 Email: NCE.Notifications@dfs.ny.gov Fax: (518) 402-5071. FAQs Workers with Disabilities (55b/c) Civil Service Exams State Agencies: Department of Civil Service Office of the State Comptroller OER Link: Employee Unions and Bargaining Units Exam announcements General Information about NYS Government.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerAlbany, NY$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Financial Services Specialist 2 (Cybersecurity), SG-23 New York State Thruway AuthorityFinancial Services Specialist 2 (Cybersecurity), SG-23NY$86,681–$109,650 / yearExperience conducting or supporting cybersecurity and information technology examinations or audits of financial institutions; Working knowledge of 23 NYCRR Part 500, FFIEC IT Examination Handbooks, NIST Cybersecurity Framework, CIS Controls, and related regulatory guidance; Familiarity with emerging technologies, cybersecurity risks, and control frameworks, including third-party/vendor risk management, cloud security, incident response, and access control; Possession of or progress toward relevant certifications from organizations such as: o ISACA (e.g., Certified Information Systems Auditor - CISA). Through engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system.
Senior Assistant Deputy Superintendent for Consumer Examinations Unit (Director Financial Services Programs 3, NS) New York State Thruway AuthoritySenior Assistant Deputy Superintendent for Consumer Examinations Unit (Director Financial Services Programs 3, NS)Albany, NY$156,757–$197,170 / yearDuties include, but are not limited to, the following: Assists the Deputy Superintendent of the Consumer Examinations Unit (CEU) in supervising the day-to-day activities of the unit in the performance of its various functions; Acts as CEU's Chief of Staff working closely with the Deputy and the management team to accomplish strategic goals while managing and coordinating administrative functions of the unit; Supervises CEU's Administrative team; Partners with the Deputy to assist with hiring and staffing strategies for CEU; Manages hiring of staff including reviewing resumes and participating in interviews as needed; Acts as CEU's project manager directing process improvement projects; Works with Division management and staff to ensure internal policies are implemented timely and consistently, and ensures that unit staff are provided with appropriate training and resources; Leads the development and updating of policies and procedures relating to the activities and operations of CEU; Acts as a liaison for a variety of support initiatives and workgroups; Assists with special agency-wide initiatives, including as proposed by senior leadership and Superintendent; Travel may be required up to 25%; and. Through engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system.
Deputy Superintendent for Bank Supervision (Director Financial Services Programs 3, NS) New York State Thruway AuthorityDeputy Superintendent for Bank Supervision (Director Financial Services Programs 3, NS)Albany, NY$172,787–$213,995 / yearReporting to the Senior Deputy Superintendent for Bank Supervision, the Deputy Superintendent for Bank Supervision will assist in overseeing the Banking Division, with a focus on the Community and Regional Banks (CRB) and Foreign and Wholesale Banks (FWB) units, responsible for managing the supervision and examination of companies within the units. As of 2024, FWB's portfolio included approximately 120 institutions (including U.S. wholesale banks and branches, agencies, and representative offices of foreign banking organizations oversee by the Department), with aggregate assets of more than $2.8 trillion subject to FWB oversight.
Client Financial Services Coordinator Ellie Mental Health - 205Client Financial Services CoordinatorClifton Park, NYRemoteJoin Ellie Mental Health as a Client Financial Services Coordinator in Clifton Park, NY, where you'll play a vital role in supporting our clients' financial needs. Our commitment to a supportive work culture and comprehensive client care has made us a beloved choice among clients and employees alike.
Consumer Compliance and Fair Lending Team Lead (Director Financial Services Programs, SG-31) New York State Thruway AuthorityConsumer Compliance and Fair Lending Team Lead (Director Financial Services Programs, SG-31)Albany, NY$131,256–$159,784 / yearThrough engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system. Substitutions: An associate degree may substitute for two years of experience; a bachelor's degree may substitute for four years of experience; a master's degree may substitute for five years of experience; and a doctorate may substitute for six years of experience.
NewData Steward (Director Financial Services Programs 2, SG-33) New York State Thruway AuthorityData Steward (Director Financial Services Programs 2, SG-33)Albany, NY$145,754–$176,123 / yearDuties include, but are not limited to: Operationalizes key data governance capabilities and processes; Contributes to data governance forums; Leads data quality issue remediation and other data quality activities within the Division; Builds data quality tooling capabilities (i.e. data quality checks on ingested data), drive adoption of data quality framework and guidelines; Develops Divisional data and business glossaries and drives adoption of data cataloguing guidelines and best practices; Creates data flow documentation/lineage for key systems; Creates trusted (authoritative) datasets and drives implementation of related workflows/approval processes; Collaborates with the enterprise Data Governance and Management Unit to drive implementation of data platforms and/or solutions; Collaborates with the enterprise Data Governance and Management Unit on decision making processes and facilitates discussions to address conflicting viewpoints with the goal of arriving at mutually satisfactory agreements; Contributes to enterprise data governance program's metrics and reporting, and lead adoption of data governance metrics/reporting within Division; Drives progression of Divisional data initiatives and/or projects; Serves as subject matter expert (SME) for data and its uses within Division; and. Managerial experience in one or more of the following: Data Governance or Data Management, Data Stewardship, Data Analytics, Statistical or actuarial analysis, Data and/or Information Security, Metrics and Reporting, Internal Controls and Process Re-engineering, Financial Risk Management, Project Management.
NewVirtual Currency Senior Analyst (Financial Services Specialist 2 (Compliance), SG-23) New York State Thruway AuthorityVirtual Currency Senior Analyst (Financial Services Specialist 2 (Compliance), SG-23)Albany, NY$86,681–$109,650 / yearDuties will include, but not be limited to, some or all of the following: Maintains a thorough understanding of the business models of assigned BitLicensees (BTLs)/Trust Companies (LPTCs) and identifies and assesses relevant current and emerging risks; Conducts risk-based assessments of BTLs'/LPTCs' governance, compliance, and internal audit controls; BSA/AML program; operational, regulatory and legal risks and controls; risk management program; financial condition; etc; Leads periodic meetings, ad hoc supervisory engagements and some examinations (e.g. The preferred candidate will have knowledge of Virtual Currency and relevant business models, as well as experience in one or more of the following: Bank Secrecy Act/Anti-money Laundering (BSA/AML), Office of Foreign Assets Control (OFAC), and related laws, regulations, and best practices; Cybersecurity laws, regulations, and issues; Trust company operations; Virtual Currency and relevant business model; Governance / internal controls; Internal Audit; Financial analysis; Accounting; and.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesAlbany, NYData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerAlbany, NYThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Financial Services Representative – State Farm Agent Team Member Amy Aldrich - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberGlenville, NYEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Account Executive – Financial Services SageAccount Executive – Financial ServicesAlbany, NYWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Insurance and Financial Services Position - State Farm Agent Team Member Tom Bullock - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberBallston Lake, NYService can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Oracle Technology Sales Director - Financial Services Accenture PlcOracle Technology Sales Director - Financial ServicesAlbany, NYInteracts with senior management levels at clients and within Accenture, determines pursuit strategies, develops client messaging plans and relationships, and applies industry-leading Oracle transformation strategies and practices. You develop relationships with key buyers and decision-makers at new and existing clients by utilizing a differentiated roadmap and framework leveraging the latest cloud-based technologies.
Virtual Currency Manager (Director Financial Services Programs 1, SG-31) New York State Thruway AuthorityVirtual Currency Manager (Director Financial Services Programs 1, SG-31)NY$131,256–$159,784 / yearAcceptable Degrees: accounting, actuarial sciences, auditing, banking, business, business administration, business and technology, commerce, computer information systems, computer science, consumer sciences, criminal justice, cyber security, econometrics, economics, finance, financial administration, health, health administration, information systems, information systems engineering, information technology, internal controls, international or public affairs, law, market analysis, mathematics, public administration, public policy, risk management, statistics, taxation, or technology. Remains up-to-date on best practices in the examination and monitoring of financial institutions, including those that deal with Virtual Currency, including skills involving blockchain monitoring and blockchain analytics; transaction sampling for purposes including the validation of transaction monitoring and sanctions screening systems; the verification of claimed Virtual Currency holdings; validation of stablecoin backing assets; auditing of the self-certification of coin listings by regulated companies; and observation of the application of anti-fraud and market-manipulation policies and procedures.
Financial Services Examiner Trainee 1, NS New York State Thruway AuthorityFinancial Services Examiner Trainee 1, NSNY$53,764–$85,138 / yearEither 1. a bachelor's degree or higher in accounting, auditing, economics, econometrics, business economics, finance, financial administration, mathematics, applied mathematics, mathematical sciences, statistics, actuarial science, or taxation; Or 2. a bachelor's degree or higher including or supplemented by 24 semester credit hours in accounting, auditing, economics, econometrics, business economics, finance, financial administration, mathematics, applied mathematics, mathematical sciences, statistics, actuarial science, or taxation. ABOUT THE DEPARTMENT OF FINANCIAL SERVICES: DFS is recruiting for Financial Services Examiners to help the Department protect consumers from financial harm; ensure the health of the financial entities we regulate; drive economic growth in New York through responsible innovation; and preserve the stability of the global financial system.
NewSenior Attorney Financial Services, SG-25 New York State Thruway AuthoritySenior Attorney Financial Services, SG-25Albany, NY$66,951–$121,413 / yearThrough engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system. This program forgives the remaining balance on any Direct Student Loans after you have made 120 qualifying monthly payments while working full-time for a U.S. federal, state, local, or tribal government or not- for-profit organization.
Paralegal - Financial Services Whiteman Osterman & HannaParalegal - Financial ServicesAlbany, New YorkDrafting Uniform Commercial Code (UCC) Financial Statements and Amendments and preparing summaries of entities with active UCC filings according to each state's jurisdiction. In addition to Whiteman Osterman & Hanna’s depth of legal knowledge, we are dedicated to creating a positive and rewarding work environment for all employees – attorneys and staff alike.
Insurance and Financial Services Position - State Farm Team Member John Toper - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberBurnt Hills, NYAs a State Farm Agent Team Member you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesAlbany, NYRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Salesforce Financial Services Cloud Senior Consultant Enterprise Slalom, Inc.Salesforce Financial Services Cloud Senior Consultant EnterpriseALBANY, NYDrives business development with the proper information, tools, and subject matter expertise to sell engagements and provide detailed estimates within the offering Coach and mentor junior technical resources; own responsibility for ongoing technical development of technical resources on Salesforce projects Interview potential candidates Serve as a mentor/lead and people manger within the team Ability to travel 20% AI-Enabled Business Delivery Leverage AI tools (e.g., GitHub Copilot, Enterprise ChatGPT, Microsoft Copilot) to accelerate development of business deliverables such as requirements, process models, user stories, and test scenarios Demonstrate experience supporting or delivering AI-enabled features within Business Planning and enterprise solutions Apply AI to enhance analysis, decision-making, and stakeholder insights AI Strategy & Business Translation Guide clients in translating AI strategy into practical, scalable, and compliant business solutions Identify and prioritize opportunities to embed AI into business processes to drive efficiency, quality, and patient-centric innovation Act as a bridge between business stakeholders and technical teams to ensure successful AI adoption Governance, Risk, and Compliance Ensure AI initiatives align with regulatory requirements in life sciences (e.g., GxP, SaMD, validated systems) Promote responsible AI practices, including ethical use, transparency, and data governance Adoption, Value Realization & Team Enablement Drive adoption of AI tools and practices across business and delivery teams Support sales and delivery efforts through AI-informed solutioning, proposals, and value articulation Enable team utilization by aligning skills, demand, and delivery opportunit es Thoug Job Title: Salesforce - FSC, Solution Architect, Senior Consultant Responsibilities: Expertise and experience with FSC including configuration of the FSC Platform Expert level understanding of various components of the Salesforce product suite, such as Sales, Service, Community, Marketing, and App Clouds Translate business requirements into well architected solutions that best leverage the Salesforce.com platform Lead technical design sessions; architect and document technical solutions aligned with client business objectives; identify gaps between client's current and desired end states Manage the technical delivery of custom development, integrations, and data migration elements of a Salesforce.com implementation Manage technical scopes and client expectations Demonstrate technical thought leadership Conduct code reviews for ongoing projects to ensure that code quality is at the highest level possible and appropriate design patterns are being used Provides oversight and governance of all sold and managedSalesforce.comprojects
CLIENT ACCOUNTING SERVICES CFO OASISCLIENT ACCOUNTING SERVICES CFOCLIFTON PARK, NYOASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
Client Accounting Services CFO OasisClient Accounting Services CFOClifton Park, New YorkOASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.
NewPatient Financial Service PFS Representative Banner HealthPatient Financial Service PFS RepresentativeAlbany, NYAs a Patient Financial Service Representative at our Torrington Clinic, you will assist the clinic with prior authorizations, insurance coordination, and interacting with insurance companies, and working hand in hand with our customer contact center to ensure seamless communication for the patients and their scheduling need. Employees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.
Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: NY Capital/Central NY MarketAlbany, NY$80,000–$90,000 / yearEffectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
Financial Advisor - Albany, NY Thrivent Financial for LutheransFinancial Advisor - Albany, NYAlbany, NYThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
NewFinancial Planning Analyst Morgan StanleyFinancial Planning AnalystSaratoga Springs, New YorkOur 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. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.
NewFinancial Wellness Associate KeyCorpFinancial Wellness AssociateNY$19.23–$28.37 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Asset & Wealth Management, Goldman Sachs Ayco, Estate Settlements Services, Associate, Albany The Goldman Sachs Group IncAsset & Wealth Management, Goldman Sachs Ayco, Estate Settlements Services, Associate, AlbanyAlbany, NY$60,000–$100,000 / yearGoldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
NewClient Services Coordinator LPL FinancialClient Services CoordinatorAlbany, NY$23.52–$39.17 / hourAs a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Financial Advisor Charter Oak FinancialFinancial AdvisorLatham, NY$55,000–$130,000 / yearWe deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.
Financial Solutions Advisor - Albany / Hudson Valley Market Bank of AmericaFinancial Solutions Advisor - Albany / Hudson Valley MarketLatham, New YorkKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Personal Financial Counselor - National Guard, Latham, NY Magellan Health IncPersonal Financial Counselor - National Guard, Latham, NYLatham, NYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Air National Guard, Scotia, NY Magellan Health IncPersonal Financial Counselor - Air National Guard, Scotia, NYSchenectady, NYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewManager Information Technology Services 2 (Information Security), SG-29 New York State Thruway AuthorityManager Information Technology Services 2 (Information Security), SG-29Albany, NY$118,425–$145,039 / yearSubstitutions: A bachelor's degree or higher in any field including or supplemented by 15 semester credit hours in computer science or related field substitutes for three years of required experience; any bachelor's degree substitutes for two years of required experience. Through engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system.
Assistant Office Services Manager, SG-18 New York State Thruway AuthorityAssistant Office Services Manager, SG-18Albany, NY$66,951–$85,138 / yearDuties include, but are not limited to, the following: Assists in coordinating office services operations, including facilities management, office moves, space planning, records management, procurement, and administrative support; Supports space planning activities, including tracking service requests, coordinating moves, and assisting with onboarding and offboarding logistics; Assists with purchasing, inventory control, and equipment needs; Supports the administration of leases, service agreements, and equipment contracts; Coordinates with vendors and service providers; Serves as a liaison with building management and maintenance staff to help resolve facility, safety, and workplace issues; Assists in managing surplus property, mail services, and office supply inventory and distribution; Supports security-related functions, including access control, ID badges, and coordination with security staff on incidents and access needs; Provides support in supervising office services staff, including scheduling, task coordination, and assisting with performance evaluations; Assists with purchasing activities and coordination with internal units and HR for programs such as ergonomics; and. Minimum Qualifications: Six years of experience, including two at a supervisory level, in at least two of the following office services: property or space management, warehouse and inventory operations, purchasing, fleet or parking management, telecommunications, mail room operations, printing, or records management and retention.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeAlbany, New YorkKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Client Analyst Nesco Resource, LLCFinancial Client AnalystLatham, NY$55,000–$75,000 / yearOur client is looking for an accomplished financial services professional, ideally with their Series 7, to assist with day to day client management, financial analytics, and reporting. Growing firm, in a niche sector of the financial management industry, is looking for a Client Analyst to join its team.
Asset & Wealth Management, Wealth Advisory Services, Tax Policy & Research, - Associate, Albany The Goldman Sachs Group IncAsset & Wealth Management, Wealth Advisory Services, Tax Policy & Research, - Associate, AlbanyAlbany, NY$60,000–$100,000 / yearIntellectual Capital & Thought Leadership: Contribute significantly to the firms intellectual capital by developing and updating premier educational materials, including client-facing Insight memos and internally directed Technical Advisory and training memos. Expert Advisory & Client Solutions: Serve as a critical resource for Goldman Sachs-Ayco Advisors, providing timely, precise, and authoritative guidance on complex client issues related to income tax compliance and strategic planning.
NewDirector Financial Administration 4 New York State Thruway AuthorityDirector Financial Administration 4Albany, NY$127,507–$160,911 / yearThe incumbent will oversee the day-to-day operation of the Bureau of Budget Management including State Operations, Aid to Localities, Capital Budgeting, and Grants Management and be responsible for planning, directing and coordinating all activities, as well as the development and administration of policies related to all OASAS State Operations, Aid to Localities, and Capital Projects budgets. Non-Competitive (NCP) under Section 52.7 of the Civil Service Law: In accordance with Section 52.7 of the Civil Service Law, if the number of qualified candidates within OASAS apply for the position is three or less, a permanent appointment may be made, at agency discretion, by non-competitive promotion of an applicant who meets the minimum qualifications.
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Albany, NYRemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this roleReal estate salesMortgage / lendingAuto salesTelecom / wireless salesB2B / SaaS salesTimeshare / vacation salesSolar / home servicesAny commission-based roleWhat you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Security Officer Corporate Financial Allied UniversalSecurity Officer Corporate FinancialCohoes, NYJoin Allied Universal as an Unarmed Patrol Officer at a prestigious financial institution location, where you will conduct routine patrols, remain visible to help reduce security-related incidents, and deliver outstanding customer service. What You'll Do: Provide customer service to employees, visitors, and/or vendors by carrying out security-related procedures, site-specific policies, and when appropriate, emergency response activities within a financial services location.
Audit Manager II (US) - Financial Crimes - Issue Validation TD BankAudit Manager II (US) - Financial Crimes - Issue ValidationGreenville, New YorkThe main function of the Audit Manager II – U.S. Financial Crimes Regulatory Issue Validation Audit is to oversee testing of design and operational effectiveness focused on Regulatory Issue validation as well as Internal issue validation tied to regulatory issues and managing the suite of work required to meet regulatory deadlines and internal timelines through tracking and monitoring all items within the teams scope of work. The Audit Manager II is a senior-level leader within the U.S. Financial Crimes Regulatory Issue Validation Audit function, providing specialized in-depth subject matter expertise and responsible for Validating Regulatory Issues working through the audit methodology and working directly with impacted businesses and contributing to the planning and oversight to the validation function.
NewSenior Manager - Tax & Financial Controls The Commercial Bank PSQCSenior Manager - Tax & Financial ControlsNYThe Senior Manager Tax & Financial Controls operates under the supervision of the Head of Financial Controls and is responsible for Tax Compliance, Internal Controls on Financial Reporting (ICOFR), Cost Control Tower management, co-ordination with external / internal auditors and tax authorities. At Commercial Bank, we don't just offer careers, We shape futures by pioneering digital transformation in Qatar's banking sector, blending digital-first approach to redefine banking through innovative solutions.