3,665 Results for

Financial Services Jobs in Spring Valley, NY

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PT Financial Access Specialist CS Yale New Haven Health

Danbury, Connecticut

Patient Throughput: Ensures all required information is obtained from referring physicians and providers in clinical areas and provided to the third party payers to ensure reimbursement for services delivered within the outpatient setting. 4. Resource Management/Quality Assurance (QA): In collaboration with Supervisor/Manager, provides support in other outpatient service departments and routinely provides coverage as necessary to maintain skill sets.

30+ days ago

Information Security Policy Manager Interactive Brokers Group Inc

Greenwich, CT

What required skill's you need: 7+ years of experience in information / cyber security experience, including 3+ years developing and managing information security policies in a regulated industry (preferably financial services) and 3+ years hands-on, technical cybersecurity roles. About your Team: The Information Security Policy Manager develops, maintains, and communicates IBKRs information security policies aligned to regulatory requirements, industry best practices, and IBKR's control environment and risk appetite.

30+ days ago

Portfolio Associate Morgan Stanley

Purchase, New York

$17–$43.27 / hour

Our 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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

30+ days ago

Account Policy Specialist The Federal Reserve System

East Rutherford, NJ

$175,000–$205,000 / year

Your role as Account Policy Specialist: Reporting to the RBAS Director, your role is to act as an advisor and policy strategist related to the provisioning of master accounts, proposed payment accounts, excess balance accounts, joint accounts, designated financial markets utilities (DFMUs) and Federal Reserve financial services. What we do: As part of the Operations and Resiliency Group, the Reserve Bank Accounts and Services (RBAS) is responsible for the administrative, business, risk, and compliance activities related to the provision of master accounts and Federal Reserve financial services for second district customers.

30+ days ago

Wealth Planning Associate, Client Success (HYBRID OR REMOTE) Equitable Financial Life Insurance Company

Remote

421252'',''true'',''421252'',''false'',''Submission for the position: Wealth Planning Associate, Client Success (HYBRID OR REMOTE) - (Job Number: 260000H4)'',''false'',''421252'',''false'',''true'',''Wealth Planning Associate, Client Success (HYBRID OR REMOTE)'',''260000H4'',''UNITED STATES-Remote'',''UNITED STATES-Remote'',''UNITED STATES-NY-Syracuse, UNITED STATES-UT-Salt Lake City'',''UNITED STATES-NY-Syracuse, UNITED STATES-UT-Salt Lake City'',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Through a combination of licensing, hands‑on client engagement, mentorship, and real‑world experience, you will develop the technical skills, confidence, and business acumen required to succeed in a dynamic, client‑centric financial services environment.

28 days ago

Litigation - Associate General Counsel Interactive Brokers Group Inc.

Greenwich, CT

Wellness screening and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)Company-paid basic life insurance, accidental death & dismemberment (AD&D), and short- and long-term disability coverageFlexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or feesEducation reimbursement and professional development opportunitiesLegal services, telehealth access, and voluntary insurance optionsBackup child and adult care support through Care.comDaily lunch allowance and fully stocked kitchen with healthy breakfast and snack options. experience as a litigator at a law firm, financial services regulatory agency, exchange, broker-dealer or FCM;Would prefer "on-your-feet" experience in court or arbitration proceedings;Would prefer familiarity with securities, futures and broker-dealer issues;Member in good standing of the bar of any U.S. state or the District of Columbia;Solid academic background;High degree of comfort and fluency with computers and technology, and understanding of how technology is applied to business and regulatory problems;Facility with AI tools;Outstanding oral and written communication skills;Ability to work in a small-team environment, to work independently, and to multi-task with minimal supervision.

30 days ago

Financial Assistance Advisor Part Time Rutgers The State University of New Jersey

Newark, NJ

Services are readily accessible and include: inpatient, outpatient, partial hospitalization, screening, crisis stabilization, family/caregiver support, community outreach and case management, supportive housing, supported employment, prevention and consultation, employee assistance programs, and a licensed therapeutic school from preschool through high school. Under Policy 100.3.1 Immunization Policy for Covered Individuals, if employment will commence during Flu Season, Rutgers University may require certain prospective employees to provide proof that they are vaccinated against Seasonal Influenza for the current Flu Season, unless the University has granted the individual a medical or religious exemption.

30+ days ago

Financial Assistance Advisor Rutgers The State University of New Jersey

Newark, NJ

30+ days ago

Field Sales Representative, NFG Cetera Financial Group Inc

$67,000–$81,000 / year

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

23 days ago

Hybrid Internal Wholesaler Cetera Financial Group Inc

$67,000–$81,000 / year

2 days ago

Data & Financial Services Product Manager WorldStrides Inc

$120,000–$135,000 / year

Two adjacent problem spaces, sized so one thoughtful PM can hold both without either getting neglected: Financial Services (payments, payment plans, refunds and chargebacks, group billing, financial aid, third-party financial partnerships like trip protection and financing) and Data (data quality, pipelines that feed reporting and personalization, self-serve analytics for internal teams, instrumentation the experimentation program depends on). Partner with data engineering on the migration to Microsoft Fabric - sequencing which domains and use cases move first, defining semantic models and Power BI surfaces that internal teams will actually adopt, and making sure the migration ships incremental wins rather than a big-bang cutover.

30+ days ago

Assistant Financial Controller/Financial Controller Jacobs Levy Equity Management

Florham Park, NJ

$150,000–$200,000 / year

When determining the actual base salary offered to successful candidates, various factors will be considered, including but not limited to, the candidate's relevant experience, skills, and qualifications for the role, as well as level of education attained, certifications, and other professional licenses held. The role blends day-to-day management of the financial operations and strategic projects, with a focus on the specific nuances of managing institutional accounts and public equity investment strategies.

30+ days ago

Director - Financial Due Diligence - TMT RSM US LLP

New York, NY

$151,200–$304,200 / year

Responsibilities: Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers. Our Deal Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.

30+ days ago

U.S. Banks Financial Planning & Analysis - Director Morgan Stanley

New York, NY

$90,000–$155,000 / year

Department Description: Within U.S. Banks, the Financial Planning & Analysis (FP&A) function is responsible for producing the Annual Strategic Plan and periodical forecasts, leading Balance Sheet and Income Statement efforts for the Banks' Annual and Quarterly Stress Test (AST/QST) submissions to the OCC and providing US Banks' management teams with key financial and strategic analysis to support the Banks' global businesses. Company Description: Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Investment Management and Wealth Management (inclusive of Morgan Stanley Private Bank, National Association (MSPBNA) and Morgan Stanley Bank, NA -collectively, the U.S. Banks).

30+ days ago

SMA & ETF Trading Associate - Options Strategies The Colony Group, LLC

Stamford, CT

$115,000–$130,000 / year

Responsibilities include building, executing and allocating trades across 7,000+ client accounts, researching and resolving trade and position breaks with executing brokers, reviewing client specific restrictions, maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

7 days ago

Financial Operations Analyst II, Treasury Wisetack Inc

$70,800–$99,100 / year

As a result of our efforts in building this healthy company culture, we've been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance. Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops).

30+ days ago

VP, Auditor, Markets And Wealth Services The Bank of New York Mellon

Jersey City, NJ

$69,000–$160,000 / year

Perform walkthroughs with process owners; document results in narratives/flowcharts; identify and document risks and controls; develop and execute testing strategy; prepare supporting workpapers; and document test exceptions and conclusions. Candidates must have deep knowledge of clearing broker‑dealer functions and the full trade lifecycle, including: Execution processes: Order routing, trade capture, and execution mechanics across various asset classes.

29 days ago

Tax Manager - Insurance Tax Deloitte

Stamford, CT

$100,350–$205,000 / year

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. 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

Tax Senior - Strategic Partnership Solutions Deloitte

Morristown, NJ

$78,675–$160,750 / year

Within NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.

9 days ago

Director, Fiduciary Services Banco Santander (Brasil) SA

Stamford, CT

Grows and retain recurring fee revenue in the fiduciary area through development of new product offerings and sale of fiduciary offerings to clients and prospects of Private Banking. Works with Private Bank leadership team members to fully integrate fiduciary products and services into the PB offerings to appropriate clients and prospects.

7 days ago

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Financial Services Jobs in Spring Valley, NY

PT Financial Access Specialist CS Yale New Haven Health

Information Security Policy Manager Interactive Brokers Group Inc

Portfolio Associate Morgan Stanley

Account Policy Specialist The Federal Reserve System

Wealth Planning Associate, Client Success (HYBRID OR REMOTE) Equitable Financial Life Insurance Company

Litigation - Associate General Counsel Interactive Brokers Group Inc.

Financial Assistance Advisor Part Time Rutgers The State University of New Jersey

Financial Assistance Advisor Rutgers The State University of New Jersey

Field Sales Representative, NFG Cetera Financial Group Inc

Hybrid Internal Wholesaler Cetera Financial Group Inc

Data & Financial Services Product Manager WorldStrides Inc

Assistant Financial Controller/Financial Controller Jacobs Levy Equity Management

Director - Financial Due Diligence - TMT RSM US LLP

U.S. Banks Financial Planning & Analysis - Director Morgan Stanley

SMA & ETF Trading Associate - Options Strategies The Colony Group, LLC

Financial Operations Analyst II, Treasury Wisetack Inc

VP, Auditor, Markets And Wealth Services The Bank of New York Mellon

Tax Manager - Insurance Tax Deloitte

Tax Senior - Strategic Partnership Solutions Deloitte

Director, Fiduciary Services Banco Santander (Brasil) SA

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