383 Results for

Financial Services Jobs in Port Chester, NY

Jobs

Energy Services Strategic Sales - Eastern US Trane Technologies Plc

Long Island City, NY

$98,300–$229,800 / year

DL NUMBER - Driver License, Valid and in State with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless/Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years. Work collaboratively with a cross-functional internal team of Project Development, Energy Engineering, and Project Management resources to develop system-related solutions for the customer's challenges and opportunities, including financial and performance-based considerations.

30+ days ago

Financial & Regulatory Reporting Associate Manager US Bank

Hackensack, NJ

$92,820–$109,200 / year

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.

3 days ago

Financial Services - State and Local Tax - Tax Controversy - Senior Ernst & Young Global Ltd

New York, NY

$98,100–$147,300 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.

9 days ago

Operations & Financial Ops Specialist- Springfield, NY CMA CGM Group

Springfield Gardens, NY

$55,000–$62,000 / year

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3 days ago

Financial Accounting Associate Mizuho Financial group

New York, NY

$88,000–$110,000 / year

Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia.

30+ days ago

Associate Director, Client Services - Account Executive Capital Rx, Inc.

New York, NY

$129,000–$150,000 / year

Position 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. By delivering true price transparency, eliminating unnecessary middleman fees, and leveraging advanced AI-powered care delivery, Judi Health helps clients achieve unprecedented operational efficiency and service levels.

30+ days ago

Registered Client Service Associate Stifel Financial Corp

New York, NY

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

5 days ago

Investment Banking - Mid Cap Business Services - Associate JPMorgan Chase Bank, N.A.

New York, NY

Full time

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap - Business Services Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

17 days ago

SMA Personal Account Management Specialist Lord Abbett.com

Jersey City, New Jersey

$100,000–$115,000 / year

Partnering closely with Regional Managers, Portfolio Managers, Financial Advisors, Product Management, Operations, and other internal business partners, this position combines relationship management, investment knowledge, business development, and operational expertise to deliver an exceptional advisor experience while helping drive organic asset growth. Lord Abbett's Separately Managed Account (SMA) business is one of the firm's fastest-growing strategic initiatives, serving financial advisors and clients across Municipal Fixed Income, Taxable Fixed Income, and Equity investment strategies.

4 days ago

Finance Manager Page Group USA

Stamford, CT

$157,500–$175,000 / year
Full time

This role offers the opportunity to work closely with the U.S. Financial Controller to support financial reporting, controls, treasury partnership, audit activities, process improvement, and regulatory readiness within a growing financial services organization. Having invested significantly in its finance, treasury, controls, systems, and reporting infrastructure, the business is now focused on scaling operations, optimizing processes, and preparing for the next stage of its U.S. banking journey.

14 days ago

Investment Banking - Business Services - Associate JPMorgan Chase Bank, N.A.

New York, NY

Full time

Support senior team members in origination activities including (but not limited to): analyzing financial implications of mergers and acquisitions, conducting public & private valuation analysis for clients and developing thoughtful content on broader industry trends. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

4 days ago

Strategic Services Operations Manager U.S. Bank

Hackensack, New Jersey

$148,495–$174,700 / year

You will collaborate across Wealth, Global Fund Services, Institutional Trust & Custody, Corporate Trust, Product, Technology, Risk, Finance, and other key organizations to translate emerging needs into actionable initiatives and service enhancements. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

11 days ago

Securities Services Attorney - Assistant Vice President JPMorgan Chase Bank, N.A.

New York, NY

Full time

While the full platform includes Custody, Fund Services, ETFs, Agency Securities Finance, Collateral Management, Cash and Liquidity Management, Depositary Receipts, and Digital Assets, you'll initially focus on a select number of these areas based on business needs and your expertise. You will also work with a broad range of clients-including asset managers, hedge funds, private equity funds, pension funds, banks, broker-dealers, and insurance companies-delivering solutions that span all Securities Services products.

14 days ago

Senior Consultant - Financial Services - Insurance and Actuarial Advisory Services Ernst & Young Global Ltd

New York, NY

$110,500–$202,700 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.

30+ days ago

Tax Director I Private Client Services CBIZ Inc

Melville, NY

Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice; Recognize business opportunities for our clients and for CBIZ; Participate in business development activities, including networking, identifying referral opportunities, and assisting with proposal development. Maybe the internal advisor on technical matters as a Subject Matter Expert; Lead sophisticated tax planning engagements involving wealth transfer strategies, estate and gift tax planning, trust structures, charitable giving, and family succession planning.

30+ days ago

M&A Financial Due Diligence Data Analytics Manager - LSHC Deloitte Touche Tohmatsu Ltd

Stamford, CT

$141,200–$278,300 / year

You will work as part of cross-functional teams providing financial, accounting, operational and commercial due diligence, bringing your skills to the M&A deal to manage and analyze the data in regulated life sciences and healthcare environments and utilize your visual analytics skills to tell a compelling story of our findings around revenue quality, pricing realization, reimbursement exposure, and operational performance. Work you'll do: As a Manager, Strategy, Growth, and Transformation on the M&A team, you will be a key member serving client M&A deal teams through gathering, analyzing, validating, and normalizing transactional, commercial, and operational data (e.g., product-level sales, claims data, rebate and chargeback data, inventory, pipeline, and customer/channel data) to develop and test hypotheses for a given M&A deal.

30+ days ago

Compliance Officer, Broker-Dealer Advisor (Equities And Options) (Vn2750) Marex Group, Plc.

New York, NY

$150,000–$185,000 / year

Purpose of Role: Marex is a seeking a Broker-Dealer Compliance Advisor (focusing on Equities and Options) who is meant to be a subject matter expert in U.S. Broker-Dealer regulation providing compliance advisory services, with a strong background on Equities and Listed Options trading activities, as well as knowledge of various regulatory reporting requirements. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics.

15 days ago

Global Business Services (GBS) - Strategy - Consultant Deloitte Touche Tohmatsu Ltd

New York, NY

$95,600–$188,400 / year

As a Consultant, Global Business Services (GBS) on the Global Business Services team, you will be responsible for supporting strategic transformation initiatives that improve operating model effectiveness, service delivery, and functional performance. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

30+ days ago

Risk Advisory Services Managing Director Baker Tilly Virchow KrauseLLP

Bethel, CT

$201,810–$382,600 / year

Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

30+ days ago

Risk Advisory Services Principal Baker Tilly Virchow KrauseLLP

Shelton, CT

30+ days ago

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Financial Services Jobs in Port Chester, NY

Energy Services Strategic Sales - Eastern US Trane Technologies Plc

Financial & Regulatory Reporting Associate Manager US Bank

Financial Services - State and Local Tax - Tax Controversy - Senior Ernst & Young Global Ltd

Operations & Financial Ops Specialist- Springfield, NY CMA CGM Group

Financial Accounting Associate Mizuho Financial group

Associate Director, Client Services - Account Executive Capital Rx, Inc.

Registered Client Service Associate Stifel Financial Corp

Investment Banking - Mid Cap Business Services - Associate JPMorgan Chase Bank, N.A.

SMA Personal Account Management Specialist Lord Abbett.com

Finance Manager Page Group USA

Investment Banking - Business Services - Associate JPMorgan Chase Bank, N.A.

Strategic Services Operations Manager U.S. Bank

Securities Services Attorney - Assistant Vice President JPMorgan Chase Bank, N.A.

Senior Consultant - Financial Services - Insurance and Actuarial Advisory Services Ernst & Young Global Ltd

Tax Director I Private Client Services CBIZ Inc

M&A Financial Due Diligence Data Analytics Manager - LSHC Deloitte Touche Tohmatsu Ltd

Compliance Officer, Broker-Dealer Advisor (Equities And Options) (Vn2750) Marex Group, Plc.

Global Business Services (GBS) - Strategy - Consultant Deloitte Touche Tohmatsu Ltd

Risk Advisory Services Managing Director Baker Tilly Virchow KrauseLLP

Risk Advisory Services Principal Baker Tilly Virchow KrauseLLP

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