683 Results for

Financial Services Jobs in Woodbury, NY

Jobs

New!

Stamford, CT6 days ago

$112,000–$150,000 Per 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. The 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.

New!

Greenwich, CT1 day ago

$150,000–$200,000 Per Year

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. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.

New!

Middletown, NY1 day ago

$62,000–$188,000 Per Year

This is a performance-driven role designed for experienced sales professionals—especially those coming from payroll, HCM, or business services—who want higher earning potential without corporate structure. We purposely built our model based on research we conducted on the strengths and weaknesses of all other models including; in house, CPA firm, oversees, and even the solopreneur bookkeeper down the street.

New!

White Plains, NY2 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Rye, NY2 days ago

New!

South Salem, NY2 days ago

New!

BLOOMINGDALE, NJ5 days ago

Join Healthcare Services Group (HCSG) as an Environmental Services (EVS) Assistant Manager, overseeing cleaning and sanitation services at a long-term care facility. Additional Pay Information: Offered salary rates for this position are determined based on applicant qualifications, experience, education, and the specific needs, aspects, operational considerations, and requirements of the facility serviced.

Nanuet, New York12 days ago

$19.70–$23.17 Per Hour
Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

New!

Armonk, NY4 days ago

Remote

$80–$90

This role will assess existing environments, migrate large-scale datasets, convert SQL and database objects, validate data, and optimize performance in the Azure data platform. Responsibilities: Assess existing Netezza environments, including schemas, tables, views, stored procedures, functions, data volumes, workloads, dependencies, and performance characteristics.

New!

Stamford, CTToday

Provide leadership and support to all strategic program projects and initiatives, including Card Access and wallet provisioning, CareCredit acceptance online, and SyPI (Synchrony Plug-in) upgrades. The role will interface with the client and will be responsible for leading growth initiatives, developing effective partnerships, and ensuring portfolio compliance in support of program objectives.

New!

Stamford, CTToday

This role is responsible for collaborating with, the release train engineer , scrum masters, product owners, product managers and business leaders in leading cross-team cloud migration initiatives within the roadmap for the Engineering Cloud Migration journey . People management for the team: Regularly communicates with team about the day-to-day activities; coaches on different business tasks; offers feedback for teams and individuals; leads by example; solicits feedback from employees; and performance management .

New!

Stamford, CTToday

Bachelor’s degree and 5+ years of experience building analytically derived strategies within Credit, Marketing, Risk or Collections in Financial services, or in lieu of a Bachelor's degree, 9 + years of experience building analytically derived strategies in Marketing, Risk or Collections in Financial services. The role will work closely with the Acquisition Fraud Strategy Model Developers as well as the Credit Strategy Validation team to create remediation plans when models used in Credit strategies are not performing as expected.

New!

Stamford, CTToday

The successful candidate will be responsible for executing key aspects of the model development lifecycle, including internal model building, assisting in the review of vendor models, supporting validation processes, and assisting with regulatory documentation. We are looking for a candidate who is curious and passionate about technical problem-solving and has hands-on experience in big data environments, computer programming, Python, AWS, Machine Learning (ML), or AI/GenAI.

New!

Stamford, CTToday

Collaborating closely with Collections & Recovery Strategy teams, Collections Operations, Growth, IT (Data Warehouse/Prism) teams, Finance, and second line of defense teams (e.g., Legal, Compliance, Fair Lending, Credit Strategy Validation), this leader will deliver top-tier results through rigorous analytics and cross-functional partnership. Actively map and analyze the current customer journey for written communications, implementing refinements to drive improved customer engagement; lead development of new creatives / messages and partner with client managers to obtain required partner approvals and with business strategy implementation team and/or IT to implement.

New!

Stamford, CTToday

As a leader, you will work extensively with senior architects, engineering teams, Internal Audit, risk and compliance functions to design “controls-by-design” architecture guardrails and ensure they are implemented and evidenced through engineering workflows —across AWS cloud services (e.g., Redshift, EMR, SageMaker, etc.), Ab Initio, Kafka, Hadoop, Oracle, Snowflake and SAS - which collectively support Synchrony’s enterprise-wide data, AI and analytics needs to enable informed decision-making and business growth. The VP – Data Architecture Governance leader is a strategic leadership role within Synchrony’s Data & Analytics Engineering organization responsible for enterprise data platform architecture governance, risk & controls oversight, and architecture decision leadership.

Purchase, NY26 days ago

$80,000–$100,000 Per Year

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. Position Summary and Responsibilities: As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible for the white glove adoption and trade management of 10b5-1 trading plans and enhance strategy and analysis for the UHNW Desk and broader EFS Department.

Stamford, CT30+ days ago

$55,000–$70,000

This role is ideal for individuals who enjoy working with people, want to develop professional skills, and are looking for a long-term career path in financial services. This entry-level position focuses on helping individuals and families better understand their financial options through guided conversations and structured support.

Stamford, CT30+ days ago

$77,000–$214,000 Per Year

A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.

White Plains, NY25 days ago

$112,500–$187,500 Per Year

For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. TransUnion Overview: At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers.

White Plains, NY30+ days ago

$90,000–$150,000 Per Year

You will lead analytic client engagements involving descriptive, predictive, and prescriptive analysis through the consumer lending portfolio lifecycle, leveraging a variety of techniques (e.g., segmentation, logistic regression, survival analysis, principal component analysis, Monte Carlo simulation, scenario and sensitivity analysis). At TransUnion, this team reports to a Director of Data Science & Analytics, playing an integral role by working end-to-end with financial services clients, fostering consultative relationships that enable them to deliver impactful solutions.

Stamford, CT30+ days ago

$77,000–$214,000 Per Year

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. 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.

Poughkeepsie, NY25 days ago

About the Department/School: About Marist University: Founded in 1929, Marist is a comprehensive, independent four-year institution whose signature educational approach blends the liberal arts with pre-professional studies and emphasizes experiential learning to enrich classroom instruction. Essential Functions: Maintain and report on regulatory financial aid compliance control for Student Financial Services, including oversight of federal, state, and institutional financial aid compliance training and regulatory update and coordination with institutional research for external survey reporting.

Tuxedo Park, GA30+ days ago

$70,000–$75,000

The Client Services Specialist supports client-facing operations by coordinating education sessions, managing communication, and assisting with onboarding processes. Client services senior services operations or leadership.

Dobbs Ferry, NY30+ days ago

$49,467–$53,671 Per Year

Process daily payment and related receipts; including, not exclusively, book store voucher processes; collect resulting registration payments; issue appropriate receipts; post appropriate payments; issue applicable receipts; reconcile daily receipts; process refund requests and account corrections; sell parking permits; accept payments for special services. Job summary: Under the direction of the Assistant Director of Student Financial Services, along with the Senior Assistant Director of Student Financial Services, the Counselor will assist with the daily operations of the Student Financial Services Offices to support the Campus Operations team, ensuring the professional, efficient and compliant processing of student records.

Beacon, NY30+ days ago

As our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Caitlin Mcvicker - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

Greenwich, Connecticut30+ days ago

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

Stamford, CT30+ days ago

$99,000–$266,000 Per Year

As 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.

Franklin, NJ30+ days ago

This role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.

Stamford, CT30+ days ago

$99,000–$266,000 Per Year

A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.

Greenwich, CT30+ days ago

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients individual goals, risk tolerances and best interests.

Stamford, CT30+ days ago

$124,000–$335,000 Per Year

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. 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.

Home Office, CT30+ days ago

$216,306–$324,458 Per Year

NY generally ranges: $216,306-$324,458CA generally ranges: $225,710-$338,565All other locations fall under our General State range: $190,701-$286,052Benefits may vary depending on the nature of your employment with Cloud Software Group and the country where you work. · Engage senior executives (CIO, CTO, CISO, COO, CRO, CDO, Head of Claims, Head of Underwriting) and articulate value aligned with enterprise priorities such as modernization, AI strategy, operational efficiency, compliance, and digital customer experience.

Greenwich, CT30+ days ago

$70,000–$75,000

The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.

Paramus, New Jersey30+ days ago

The ideal candidate will successfully demonstrate his/her extensive product knowledge and ability to effectively prospect, market, prioritize and solicit appropriate dealer commercial clients, determine the optimum needs for these clients and lead a team of product professionals in closing assigned revenue objectives for DFS. Desire to sell not only core Treasury and Credit services, but also to drive responsible growth through the successful implementation of a broad array of solutions including – Financial Life Benefits, GWIM solutions, and advanced Digital capabilities.

Stamford, CT30+ days ago

$124,000–$335,000 Per Year

emerson, NJ30+ days ago

As Insurance and Financial Services Position - State Farm Team Member for edwin mata - State Farm Agent, 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.

Middletown, NY30+ days ago

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Enthusiastic 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.

Middletown, New York15 days ago

$108,674–$135,842 Per Year

Collaborates and partners closely with the Hospital Revenue Cycle and Finance senior leadership team to include CDI, HIM, Revenue Strategy, Utilization Management, Case Management, and Registration on all Epic Dashboards to improve processes and work with IT on system optimization. If you’re interested in a health system that’s both growing and award-winning, serving a diverse community that provides the best of both city and rural life, we invite to make your career home with us as a Director, Patient Financial Services on our Revenue Cycle team at/in Garnet Health Medical Center Middletown.

New!

Riverside, Connecticut6 days ago

In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.

Newburgh, NY30+ days ago

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Middletown, New York15 days ago

$72,813–$91,016 Per Year

If you’re interested in a health system that’s both growing and award-winning, serving a diverse community that provides the best of both city and rural life, we invite to make your career home with us as a Manager, Patient Financial Services on our Revenue Cycle team at/in Garnet Health Medical Center Middletown. Is responsible for planning and implementing staff education programs including but not limited to the orientation of new hires and on-going staff education, assuring staff competence in providing quality patient care, quality patient information and quality financial information.

Middletown, NY14 days ago

$108,674–$135,842 Per Year

Collaborates and partners closely with the Hospital Revenue Cycle and Finance senior leadership team to include CDI, HIM, Revenue Strategy, Utilization Management, Case Management, and Registration on all Epic Dashboards to improve processes and work with IT on system optimization. If you're interested in a health system that's both growing and award-winning, serving a diverse community that provides the best of both city and rural life, we invite to make your career home with us as a Director, Patient Financial Services on our Revenue Cycle team at/in Garnet Health Medical Center Middletown.

Stamford, CT30+ days ago

By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience.

New!

Greenwich, CT6 days ago

$100,000–$150,000

Middletown, NY14 days ago

$72,813–$91,016 Per Year

If you're interested in a health system that's both growing and award-winning, serving a diverse community that provides the best of both city and rural life, we invite to make your career home with us as a Manager, Patient Financial Services on our Revenue Cycle team at/in Garnet Health Medical Center Middletown. Is responsible for planning and implementing staff education programs including but not limited to the orientation of new hires and on-going staff education, assuring staff competence in providing quality patient care, quality patient information and quality financial information.

Stamford, CT30+ days ago

Remote

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future. Life Insurance License preferred Must be willing to obtain licensing within 14-21 days if not currently licensed .

Paramus, New Jersey30+ days ago

Analyze, identify and report areas of high-volume error, for enhanced automation opportunity in Paragon or Claims Administrator, or corrective actions in front end areas. Communicate with the front-end departments, i.e. Patient Access, Ancillary Departments, and Medical Records for edits related to the respective area.

Purchase, NY30+ days ago

$174,000–$274,000 Per Year

Our team thinks big, moves fast, and partners with some of the world's most innovative companies - including large tech platforms, ecommerce leaders, media companies, fintechs, ERPs, processors, and program managers. This leader partners closely with Sales and cross-functional stakeholders to expand existing relationships, develop new opportunities, and advance Mastercard's Services strategy with U.S. financial institutions.

Scarsdale, NY30+ days ago

$45,000–$100,000 Per Year

Compensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.

Wayne, NJ30+ days ago

$80,000–$90,000 Per Year

Effectively 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.

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Financial Services Jobs in Woodbury, NY

Tax Manager, Private Client Services bdo consulting

Trust & Estates Associate Jobot

B2B Sales - Bookkeeping Services (Short Sales Cycle, No CSR Work) Capacity Bookkeeping

Financial Consultant - Greenwich, CT Fidelity Investments

Financial Consultant - Stamford, CT Fidelity Investments

Financial Consultant - Fairfield, CT Fidelity Investments

Environmental Services Assistant Manager Healthcare Services Group, Inc.

Retail Customer Service Associate FedEx

Netezza Migration Engineer - Azure (Remote) Kforce Inc.

AVP, Client Development Synchrony Financial

VP, Cloud Agile Lead Synchrony Financial

AVP, Acquisition Fraud Strategy and Model Monitoring Synchrony Financial

AVP, Credit Model Development Synchrony Financial

VP, Collections Digital & Mail Contact Strategy Leader Synchrony Financial

VP – Data Architecture Governance Synchrony Financial

Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate Morgan Stanley

Financial Services Associate Davis Family Financial LLC

State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLP

Senior Commercial Contracting Attorney- Financial Services TransUnion

Lead Data Scientist, Financial Services Consulting TransUnion

Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLP

Senior Associate Director, Student Financial Services Marist College

Client Services Specialist - Financial Services All Financial Freedom

Student Financial Services Counselor Mercy University

Insurance and Financial Services Position - State Farm Agent Team Member Caitlin Mcvicker - State Farm Agent

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Bank

Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLP

Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM Ericsson

State and Local Tax Financial Services Manager PricewaterhouseCoopers LLP

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial Corp

Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLP

Enterprise Account Manager - Financial Services & Insurance (FSI) Cloud Software Group

Financial Services Specialist All Financial Freedom

Sr. Relationship Manager - Global Commercial Banking – Dealer Financial Services Bank of America

State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLP

Insurance and Financial Services Position - State Farm Team Member edwin mata - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member James Demmer - State Farm Agent

Director, Patient Financial Services Director Garnet Health

Financial Services Professional (Connecticut) WealthBridge

Financial Services Representative – State Farm Agent Team Member Wyatt Savage - State Farm Agent

Manager, Patient Financial Services Garnet Health

Director, Patient Financial Services Director Garnet Health Medical Center

Financial Services Representative - State Farm Agent Team Member Soribel Almanzar - State Farm Agent

Financial Services Professional (Connecticut) WealthBridge Financial Group

Manager, Patient Financial Services Garnet Health Medical Center

Financial Services & Investment Professional Traction Forge Financial

Patient Account Representative - Patient Financial Services- Per Diem Flexible Shifts - (27038P) Bergen New Bridge Medical Center

Director (Senior Managing Consultant), Services Business Development - Financial Institutions Mastercard Inc

Financial Advisor Edward D Jones & Co LP

Merrill Advisor Development Program - Financial Advisor: Wayne & Associates Market Bank of America Corp

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