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Model Jobs in Berkeley Heights, NJ

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Tax Senior Manager - Financial Services - Insurance RSM

Edison, New York

$126,100–$253,000 / year

As a Tax Senior Manager for RSM you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development): Responsibilities: May have people leadership responsibilities. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building.

7 days ago

Financial Advisor, Truist Investment Services, Philadelphia, PA Truist Bank

Philadelphia, Pennsylvania

Banking experience helpful 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.

6 days ago

Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) BDO USA PC

Woodbridge, NJ

$100,000–$170,000 / year

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. 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.

30+ days ago

Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation Alvarez & Marsal Holdings LLC

Philadelphia, PA

$200,000–$225,000 / year

Our team works with CFOs and finance leadership teams to address challenges related to finance operating models, organizational effectiveness, cost optimization, process improvement, technology enablement, and management reporting. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving the middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.

10 days ago

Business Development Director - Financial Services EPAM Systems Inc

Philadelphia, PA

You will operate as a market-facing industry seller with strong fluency in financial services, including capital markets, banking, asset & wealth management and fintech, leveraging a deep understanding of sector trends, challenges and buying behavior to identify, engage and convert new enterprise clients. In this role, you will be responsible for driving net new logo acquisition within the financial services sector across North America, in a pure new revenue, hunter-focused role concentrated exclusively on generating new business and expanding EPAMs footprint with new clients.

30+ days ago

Financial Services Manager Healthcare Services Group Inc

Bensalem, PA

The successful candidate will play a crucial role in maintaining the financial health of our organization by engaging with clients, identifying potential issues, and developing strategic plans to minimize risks and optimize receivables collection. Risk Management: Executes credit/risk analysis to assess client financial stability and prepares Aged Trial Balance reports, conducting necessary financial research to support decision-making processes.

30+ days ago

Financial Services Editor - Senior Manager PricewaterhouseCoopers LLP

Philadelphia, PA

$91,000–$321,500 / year

As a Financial Services Editor you will shape thought leadership content that turns complex financial services topics into clear, compelling points of view for clients and the market. 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 .

8 days ago

Financial Services Tax - Real Estate Director PricewaterhouseCoopers LLP

Philadelphia, PA

$150,000–$438,000 / year

At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. 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 .

30+ days ago

Financial Services Specialist – New Jersey (Remote) All Financial Freedom

Trenton, NJ

Remote

This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.

30+ days ago

Financial Services Representative Atlasfinancialsolutions Co

Philadelphia, Pennsylvania

In this role, you will work directly with individuals and families to help them understand financial strategies related to protection planning, retirement planning, and long-term wealth development. This position is ideal for candidates who are client-focused, growth-oriented, and interested in building a career in financial services.

30+ days ago

Financial Services Representative - Dublin Village Office QNB Bank

Dublin, PA

Full time
Quick Apply

Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to grasp objects; reach with hands and arms; balance, stoop kneel, or crouch; speak or listen.

15 days ago

Financial Services Cyber Intelligence Subject Matter Expert Accenture Plc

Philadelphia, PA

For this position the candidate should possess a deep knowledge of the Financial Services sector, Cyber Security and Cyber Intelligence so that they can speak to the threat landscape facing banks, insurance companies, private equity entities and companies in the capital markets industry and thrive translating complex intelligence into clear, actionable insights for both technical and executive audiences. We hire the best security talent and arm them with leading-edge tools and technology so they can help clients build resilience through integrated, customized solutions that blend risk strategy, digital identity, cyber defense, application security, and managed services.

17 days ago

Financial Solutions Advisor - Participant Services (Series 7 required) Bank of America Corp

Pennington, NJ

$65,000–$85,000 / year

Responsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedAdditional Skills Needed:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. We'll help you: • Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs• Consistently identify participant opportunities and engage key partners as needed• Ability to grasp and apply complex technical material quicklyRequired Qualifications• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)• Passion for excellence and willingness to work to exceed client expectations• Strong computer skills with an ability to multitask in a fast paced environmentEnterprise Job Description:This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

20 days ago

Financial Services Representative - State Farm Agent Team Member Bill Weychert

Conshohocken, Pennsylvania

$70,000–$90,000 / year

Financial Services Representative – Life Insurance, Investments & Wealth Strategies Bill Weychert State FarmLocations: Conshohocken, PA & Philadelphia, PA2078 Butler Pike, Conshohocken, PA 194286001 Ridge Avenue, Philadelphia, PA 19128-1651Full-Time | In-Office Help Clients Plan, Protect, and Grow. Bill Weychert State Farm is seeking a consultative, production-focused Financial Services Representative to support clients with life insurance, retirement planning, investment strategies, and long-term financial protection.

5 days ago

Financial Services International Tax Compliance - Manager PwC

Philadelphia, PA

$99,000–$266,000 / year

As a Manager you will lead teams, coach colleagues, manage project workstreams, and apply judgment while reviewing deliverables, solving complex issues, and supporting client relationships. In this role at PwC, you will work on cross-border tax matters, help coordinate timelines and deliverables, and contribute to work that supports multinational businesses as they navigate changing tax rules and reporting obligations.

11 days ago

Financial Services Representative Integrated Financial Concepts

New Jersey

To offer securities and investment advisory services, candidates must become Registered Representatives of Equity Services Inc., Member FINRA/SIPC, 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, 848-200-7170. For new and experienced professionals, we offer continuous group training, one on one development planning, state of the art training programs, referral base approach classes, marketing seminars, and more!

30+ days ago

Financial Services Tax - Real Estate Manager PwC

Philadelphia, PA

$99,000–$266,000 / year

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 . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.

11 days ago

Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture Plc

Philadelphia, PA

Data Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.

30+ days ago

Financial Services Sales Transformation Lead Senior Manager Accenture Plc

Philadelphia, PA

This person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.

30+ days ago

Financial Services Specialist Holy Family University

Philadelphia, PA

Tuition Benefits: Employees or dependents pursuing a first Undergraduate Degree receive 100% tuition remission; employees pursuing a first Master's or Doctoral degree, receive 100% tuition remission; eligible dependents pursuing a first Master's or Doctoral degree, receive 50% tuition discount. The Financial Services Specialist works closely with students, parents, staff, and various campus departments to ensure accurate and timely billing, collection of tuition and fees, along with the day-to-day operations of the Student Accounts office.

30 days ago

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Model Jobs in Berkeley Heights, NJ

Tax Senior Manager - Financial Services - Insurance RSM

Financial Advisor, Truist Investment Services, Philadelphia, PA Truist Bank

Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) BDO USA PC

Manager, Private Equity Performance Improvement - CFO Services, Finance Transformation Alvarez & Marsal Holdings LLC

Business Development Director - Financial Services EPAM Systems Inc

Financial Services Manager Healthcare Services Group Inc

Financial Services Editor - Senior Manager PricewaterhouseCoopers LLP

Financial Services Tax - Real Estate Director PricewaterhouseCoopers LLP

Financial Services Specialist – New Jersey (Remote) All Financial Freedom

Financial Services Representative Atlasfinancialsolutions Co

Financial Services Representative - Dublin Village Office QNB Bank

Financial Services Cyber Intelligence Subject Matter Expert Accenture Plc

Financial Solutions Advisor - Participant Services (Series 7 required) Bank of America Corp

Financial Services Representative - State Farm Agent Team Member Bill Weychert

Financial Services International Tax Compliance - Manager PwC

Financial Services Representative Integrated Financial Concepts

Financial Services Tax - Real Estate Manager PwC

Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture Plc

Financial Services Sales Transformation Lead Senior Manager Accenture Plc

Financial Services Specialist Holy Family University

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