Tax Financial Services Intern Kaufman RossinTax Financial Services InternBrooklyn, NY$31–$33Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders.
Financial Service Coordinator Stamford HealthFinancial Service CoordinatorStamford, CTProvides timely and accurate information regarding patient data/status to other health system departments, physicians, physician office staff, nursing, pharmacy, and public agencies while insuring patient confidentiality is not breached. Updates receivable system with any new, corrected or pertinent information in relation to resolution of receivable accounts, and insures that proper information for follow up is shown in GE Centricity, Meditech and/or Epic, as appropriate.
Principal Solution Architect LPL Financial ServicesPrincipal Solution ArchitectNew York, NY$155,942–$259,869 / yearThe 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. As a leader in the financial advisor-mediated marketplace(6), 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.
Loan And Member Services Representative I - Freeport Bethpage Federal Credit UnionLoan And Member Services Representative I - FreeportFreeport, NY$21.78–$25.59 / hourContribute to lobby management by welcoming members, checking in members waiting for platform services, and at times assisting to ensure that the teller and drive-up traffic is managed with limited wait times. Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
Loan and Member Services Representative I - Freeport Bethpage Federal Credit UnionLoan and Member Services Representative I - FreeportFreeport, NY$21.78–$25.59 / hourSome of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. Contribute to lobby management by welcoming members, checking in members waiting for platform services, and at times assisting to ensure that the teller and drive-up traffic is managed with limited wait times.
NewBusiness Director, Enterprise Strategy Discover Financial ServicesBusiness Director, Enterprise StrategyNew York, NY$230,400–$263,000 / yearLead strategic projects for Chief Data Officer and the Enterprise Data leadership team, conducting research, developing insights, and storytelling on high-impact topics. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.
Cybersecurity - Compliance Advisor Interactive Brokers Group IncCybersecurity - Compliance AdvisorGreenwich, CTIBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries.
Tax Senior Manager I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMelville, NYServe as a trusted advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
Cash Management Client Service - Associate Sumitomo Mitsui Banking CorpCash Management Client Service - AssociateNew York, NY$80,000–$105,000 / yearSMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.
Deals Services - Supervisor, Strategic Finance and FP&A, Advanced Decision Modeling RSM US LLPDeals Services - Supervisor, Strategic Finance and FP&A, Advanced Decision ModelingNew York, NY$101,000–$203,000 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Financial Advisor (Multiple Levels)- Kings Highway, Brooklyn TD BankFinancial Advisor (Multiple Levels)- Kings Highway, BrooklynBrooklyn, New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Tax Supervisor | Private Client Services CBIZ IncTax Supervisor | Private Client ServicesMelville, NYWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
J.P. Morgan Wealth Management - Private Client Advisor - Wantagh, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wantagh, NYWantagh, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewBusiness Director, Strategic Decisioning & Growth Discover Financial ServicesBusiness Director, Strategic Decisioning & GrowthNew York, NY$230,400–$263,000 / yearCredit Risk: Drive step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses using rigorous monitoring and analysis. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.
Vice President, WM Financial Crimes Risk Office; Fraud, Sanctions, Travel Rule Oversight Morgan StanleyVice President, WM Financial Crimes Risk Office; Fraud, Sanctions, Travel Rule OversightPurchase, NY$140,000–$205,000 / yearThe role drives remediation of open Sanctions audit actions, leads all the Sanctions control work, oversees disposition and governance of Sanctions alerts, leads the Transformation initiatives initiated by Global Financial Crimes, supports MSIM China where Sanctions risk remains significant, and represents MSIM 1L FCR across firmwide Sanctions forums ensuring MSIM can grow into new products and markets with robust, defensible controls in place. 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.
J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NYRockville Centre, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & CoLatin America Private Bank - Senior Client Service AssociateJersey City, NJThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewSr. Manager, Sr. Counsel - Bank Regulation and Policy (Hybrid) Discover Financial ServicesSr. Manager, Sr. Counsel - Bank Regulation and Policy (Hybrid)New York, NY$200,700–$229,100 / yearThis candidate should demonstrate substantive expertise in non-consumer federal financial regulation or a proven capacity to develop such expertise, have the ability to work in teams or independently, have excellent communication skills, and will report to the Director, Assistant General Counsel responsible for corporate regulatory matters. In this role, you will analyze prudential laws and regulations applicable to bank holding companies and national banks, advise the company regarding the impact of proposed and new regulations, interact with regulators, and work with business counsel and associates across multiple functional areas throughout the company.
Senior Associate, Financial Services VestwellSenior Associate, Financial ServicesNew York, NY$60,000–$70,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. The ideal candidate demonstrates strong curiosity and critical thinking skills, with an ability to analyze client needs and work cross-functionally to solve problems creatively.
Large Enterprise Account Executive, Financial Services New York, NY Box IncLarge Enterprise Account Executive, Financial Services New York, NYNew York, NY$268,500–$330,000 / year7+ years of work experience in sales with a track record of success, working with Financial Services institutions specifically across Retail Banking, Capital Markets, and Wealth & Asset Management institutions. It's the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more.