Financial Services Representative II - North Massapequa Teachers Federal Credit UnionFinancial Services Representative II - North MassapequaNorth Massapequa, NY$24–$26.50 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Client Services Manager Moneco AdvisorsClient Services ManagerFairfield, CTWe combine a collaborative, people-first culture with sophisticated planning capabilities — and the Client Services Manager is central to making that experience seamless for every client we serve. This role works out of our Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
Business Development Director- Private Client Services (Tax) TAG EisnerAmper, LLC (Inactive)Business Development Director- Private Client Services (Tax)Melville, NY$3–$10 / yearOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. The executive will develop deep, strategic relationships with influential wealth management firms, private banks, RIAs, family offices, trust companies, business managers, and law firms, converting those relationships into meaningful, firmwide revenue.
NewDirector, Complex Financial Instruments Alvarez & Marsal Valuation Services, LLCDirector, Complex Financial InstrumentsNew York, NYFull timeDue to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, transaction opinions, complex financial instruments, alternative investments, structured finance, and litigation support. As part of a select and highly skilled Complex Financial Instruments Valuation team, you will have the opportunity to assist in the valuation of equity compensation, complex capital structures, earnouts, convertible debt, and various other complex assets and liabilities.
Interim Associate, Accounting Advisory Services BDO USA PCInterim Associate, Accounting Advisory ServicesNY$30–$60 / hourThe 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. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Operations Intermediate Specialist - Foreign Exchange (FX) Services Brown Brothers Harriman & CoOperations Intermediate Specialist - Foreign Exchange (FX) ServicesJersey City, NJ$65,000–$80,000 / yearAbout BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Act as the focal point person between the FX NY, Tokyo & London Traders and Relationship Managers and the various pre/post-execution units, including FX Standing Instructions, Account Maintenance, Confirmations, Settlements, Investigations, and Reporting.
Manager, CFO Advisory - Financial Services Baker Tilly Virchow Krause, LLPManager, CFO Advisory - Financial ServicesNew York City 66 Hudson Blvd E, NY$124,910–$236,800 / yearBaker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
2027 Family Office Services Summer Internship Brown Brothers Harriman & Co2027 Family Office Services Summer InternshipNew York, NYAbout BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
Client Accounting Services Senior GrassiClient Accounting Services SeniorWhite Plains, New YorkSome of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more.
Financial Consultant VeeRteq Solutions Inc.Financial ConsultantNew York, NY$112,500Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation.
Senior Financial Accountant - banking/fintech Michael Page InternationalSenior Financial Accountant - banking/fintechStamford, CT$130,000–$150,000 / yearFull timeCombining the financial strength and governance of a traditional banking platform with the agility of a growth-focused organization, the company continues to expand its capabilities while maintaining a strong focus on risk management, regulatory compliance and operational excellence. Reporting to the Financial Controller, the successful candidate will play a key role in ensuring the accuracy and integrity of the bank's financial reporting, maintaining a robust control framework, and supporting statutory and audit requirements.
Corporate & Institutional Banking Development Program Analyst/Associate - Commercial & Corporate Banking - Financials and Diversified Track The PNC Financial Services Group IncCorporate & Institutional Banking Development Program Analyst/Associate - Commercial & Corporate Banking - Financials and Diversified TrackNew York, NY$39,100–$126,500 / yearThe Corporate Banking - Financials and Diversified track provides a broad exposure to business units within C&IB, structured development on-the-job, and formal classroom learning including an intensive 6-week credit training program designed to establish PNC's core competencies. Required Education and Experience: Preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences).
Associate Director, U.S. Financial Crimes - RBC 3WFC Branch, Agency & Rep Offices, and RBC Real Estate Capital Corporation Royal Bank of CanadaAssociate Director, U.S. Financial Crimes - RBC 3WFC Branch, Agency & Rep Offices, and RBC Real Estate Capital CorporationJersey City, NJ$120,000–$200,000 / yearReporting to the Deputy BSA/AML Officer, the Associate Director, U.S. Financial Crimes supports the financial crimes program of 3WFC Branch and RBC Real Estate Capital Corp through regulatory examinations and audit coordination, risk and control analysis, business advisory support, and management reporting. The role works closely with the business, operations, and enterprise Financial Crime stakeholders including the FIU to assist the BSA Officer and Deputy with oversight, monitoring, and effective challenge of the financial crime control environment, and to provide ongoing financial crimes subject matter and policy expertise.
Financial Planning & Analysis (FP&A) Senior Associate Guidehouse IncFinancial Planning & Analysis (FP&A) Senior AssociateNew York, NY$74,000–$124,000 / yearThis role includes managing and developing the Corporate Services SG&A budget, analyzing actual results compared to the budget, assisting with the monthly financial close, reviewing monthly results to identify and investigate variances, and preparing reports and presentations to explain month-end outcomes. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
Director - Family Office Accounting Services (CPA Firm) PKFOD CareersDirector - Family Office Accounting Services (CPA Firm)New York, New York$100,000–$150,000 / yearEvaluate and implement accounting software and workflow tools within the Family Office Services practice, leveraging deep knowledge of platforms such as Sage Intacct, QuickBooks Online, and NetSuite while actively exploring and adopting emerging solutions — including AI-driven asset management platforms (e.g., Asseta.ai), Engage with and develop fluency in next-generation platforms such as Asseta.ai for real estate and investment asset tracking — an opportunity to help shape how PKF O’Connor Davies delivers cutting-edge family office services; prior Asseta.ai experience is a plus, not a prerequisite.
Manager, Cyber Engineered Defense (CrowdStrike Services) Kroll, LLCManager, Cyber Engineered Defense (CrowdStrike Services)NYRemote$150,000–$175,000 / yearThrough our strategic multi-year partnership with CrowdStrike, we combine world-class investigative expertise with an AI-native platform to redefine the future of managed detection and response, delivering faster outcomes, stronger protection, and greater resilience for organizations worldwide. This role focuses heavily on the architecture and deployment of CrowdStrike technologies (including Falcon Complete and LogScale Next-Gen SIEM), conducting advanced compromise and hygiene assessments, threat hunting, and modernizing Security Operations Centers (SOC).
Fiduciary Services Product Manager Flagstar Bank NAFiduciary Services Product ManagerNew York, NY$85,059.75–$134,762 / yearFamily Advisory and Trusts is group of highly-credentialed, sales-focused professionals who provide sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; sophisticated income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Fiduciary Services Product Manager supports the development, execution, and ongoing enhancement of fiduciary service offerings, including third-party trustee solutions and philanthropic vehicles.
Principal Consultant, Cybersecurity CapcoPrincipal Consultant, CybersecurityNew York, NY$154,000–$192,000 / yearAs artificial intelligence continues to transform financial services, our team works closely with clients to develop secure and responsible AI adoption strategies, establish governance frameworks, manage emerging technology risks, and build trust in AI-enabled products and services. Experience across multiple cybersecurity domains, including Operational Resilience, Data Security, Identity & Access Management, Cloud Security, Digital Trust, Threat & Vulnerability Management, Security Governance, or Cyber Risk Management.
Workforce Specialist, Financial Aid Liaison Research Foundation of The City University of New YorkWorkforce Specialist, Financial Aid LiaisonLong Island, New YorkThese functions include legal assessment and signing of agreements where RFCUNY is named as a fiscal agent; setting up award accounts; preparing sub-awards and assisting PIs in monitoring the work of the recipients of sub-awards; supporting project directors with hiring and managing research project and sponsored program staff; supporting the purchasing and paying for goods and services with grant and program funds; managing financial aspects of projects including accounts receivable, financial reporting, invoicing, budget monitoring, and cost compliance with uniform guidance; ensuring that sponsor financial requirements are met; monitoring compliance with applicable project and financial management rules and laws; supporting the management of independent and external audits and financial reviews; and providing data, information, management expertise, and other supports to CUNY’s research and sponsored programs. RFCUNY’s services allow CUNY researchers, faculty, and staff to focus on their intellectual curiosity and scientific discoveries, on projects and programs that serve our local and global communities, proposing concrete solutions to society’s most pressing challenges.
Associate - Private Equity - Launch Program SS&C Technologies Holdings IncAssociate - Private Equity - Launch ProgramNew York, NY$72,500–$75,000 / yearThe program's goal is to expose high-potential graduates to multiple aspects of the financial services business segments, preparing them for future leadership roles within their respective functional areas. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.