220 Financial Institutions jobs in New Jersey

About the job Data Modeler (Financial Services)

Data Modeler (Financial Industry)

• Full-time, direct employment
• Hybrid onsite/remote - Newark, NJ
• No visa sponsorship or C2C at this time

Job Description:

Our client is seeking an experienced Data Modeler with a focus on Fixed Income Products to join their. The ideal candidate will have a strong background in data modeling and database design, particularly in relational and non-relational databases within the financial industry. The candidate should possess exceptional problem-solving skills, analytical abilities, and a deep understanding of data governance principles.

Responsibilities:

1. Data Modeling and Database Design: Design, develop, and maintain complex data models for both relational and non-relational databases, with a specific focus on Fixed Income Products within the financial industry.
2. SQL Proficiency: Demonstrate proficiency in SQL, data querying, and performance optimization techniques to ensure efficient data retrieval and processing.
3. Data Modeling Tools: Utilize data modeling tools such as Erwin, ER Studio, and DBT to create and manage data models efficiently.
4. Dimensional and Normalized Data Models: Expertise in building dimensional as well as highly normalized data models for Online Transaction Processing (OLTP) systems to meet business requirements.
5. Cloud Infrastructure Technologies: Familiarity with cloud infrastructure technologies like containers, Kubernetes, and serverless computing, and their impact on data modeling and database design.
6. Data Governance: Experience working with Data Governance tools such as Collibra, Informatica to establish and maintain data governance policies, standards, and processes. Build catalogues, business terms, technical metadata, and data lineage for effective data management.
7. Problem-Solving and Analytical Skills: Demonstrate excellent problem-solving and analytical skills, with the ability to translate complex business requirements into practical and scalable technical solutions.

Qualifications:

• Bachelor's degree in Computer Science, Information Systems, or a related field.
• 7+ years of experience in data modeling and database designing, with at least 5 years focused on Fixed Income Products within the financial industry.
• Proficiency in SQL, data querying, and performance optimization techniques.
• Experience with data modeling tools such as Erwin, ER Studio, and DBT.
• Expertise in building dimensional and normalized data models for OLTP systems.
• Familiarity with cloud infrastructure technologies and their impact on data management.
• Experience with Data Governance tools and processes, including catalogues, metadata, and data lineage.
• Strong problem-solving and analytical skills, with a focus on delivering high-quality solutions.
• Experience with Snowflake is highly desirable.
• Certifications in cloud platforms or data management (e.g., AWS Certified Solutions Architect) are highly desirable.

If you meet these qualifications and are passionate about data modeling and database design in the financial industry, we encourage you to apply for immediate consideration.

About the job Data Engineer (Financial Services)

Data Engineer (Fixed Income Capital Markets)

• Full-time, direct employment
• Hybrid onsite/remote - Newark, NJ
• No visa sponsorship or C2C at this time

Job Description:

Our client is seeking a skilled and experienced Data Engineer with expertise in Fixed Income Capital Markets to join their dynamic team. The ideal candidate will possess a strong technical background in data engineering, with specific experience in containerization, Python API development, streaming/messaging systems, and capital markets within Fixed Income.

Responsibilities:

1. Containerization Expertise: Demonstrated proficiency in working with containerization technologies like ECS (Amazon Elastic Container Service) or Docker. Experience in deploying, managing, and scaling containerized applications in a production environment is essential.
2. Python API Development: Extensive experience in developing APIs using Python, with a focus on building scalable and efficient data pipelines. Knowledge of Snowflake Snowpark coding is highly desirable, including the ability to leverage Snowpark for data processing tasks.
3. Streaming and Messaging Systems: Strong understanding and practical experience with streaming platforms such as Kafka or Kinesis. Ability to design, implement, and optimize data streaming pipelines for real-time data processing and analysis.
4. Fixed Income Capital Markets: In-depth understanding of capital markets within Fixed Income, including bond markets, interest rates, credit products, and related financial instruments. Experience working with financial data and analytics in a Fixed Income context is highly preferred.
5. Data Engineering: Collaborate with cross-functional teams to design, build, and maintain data pipelines, ETL processes, and data warehouses. Ensure data quality, reliability, and scalability across various data sources and systems.
6. Problem Solving and Innovation: Proactively identify opportunities for process improvement, automation, and optimization within the data engineering infrastructure. Drive innovation by implementing best practices and emerging technologies in data engineering.
7. Communication and Collaboration: Work closely with data scientists, analysts, software engineers, and business stakeholders to understand requirements, gather feedback, and deliver impactful data solutions. Excellent communication skills are essential for effectively conveying technical concepts to non-technical audiences.

Qualifications:

• Bachelor's or Master's degree in Computer Science, Engineering, Finance, or related field.
• Strong programming skills in Python, with experience in API development and data manipulation.
• Hands-on experience with containerization technologies like ECS or Docker.
• Familiarity with Snowflake Snowpark for data processing tasks is a plus.
• Proficiency in streaming/messaging systems such as Kafka or Kinesis.
• Solid understanding of capital markets, particularly within Fixed Income.
• Experience with cloud platforms (e.g., AWS, Azure, GCP) and related services is advantageous.
• Strong problem-solving skills, attention to detail, and a passion for continuous learning and improvement.

This is an exciting opportunity for a Data Engineer who thrives in a fast-paced environment and is passionate about leveraging cutting-edge technologies to drive innovation in Fixed Income Capital Markets. If you have the required skills and experience, we invite you to apply for immediate consideration.

Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

We are:  
Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise , we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: Are:
· Are passionate about helping clients solve complex challenges and supporting them through critical transformations.
· Can design and implement sales and service experiences, capabilities, and architecture required to bring customer strategies to life.
· Understand the ins and outs of the Financial Services industry and front-line sales and service organizations, and ready to apply your knowledge to clients optimize and transform their sales and service solutions.
· Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
· Ready to dive deep into creative and analytical thinking to solve problems and transform challenges into opportunities
· Working in an agile, fast-paced environment energizes you, and you're at your best when contributing to a team.
The Work:
· Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people, process and technology.
· Ability to deliver and manage dynamic technology consulting projects with heavy client engagement
· Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.
· Deliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables
· Consult and partner with our clients to help them develop high performance solutions to advance their industry position in Financial Services
· Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives
· Help develop of our next generation Financial Services offerings for Customer, Sales & Service.
Travel Requirement: Travel for this role is expected and required, the amount of travel is variable depending upon the client and project.
Here's What You Need:
+ 3+ years relevant experience managing or creating project deliverables in a consulting environment, with broad experience in management or technology consulting delivering technology implementations and digital transformations
+ 2+ years leading transformations in Financial Services industry (retail banking, insurance, wealth management, capital markets, and etc.) from requirements, design, test, deployment and etc.
+ 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the industry and its challenges and opportunities
Bonus Points If:
+ Strong client relationship development and client management skills
+ A Bachelor's degree
+ You have Salesforce CRM or CPQ certifications
+ You have prior experience implementing or delivering CRM solutions such as Salesforce, Microsoft, Pega, or Oracle
+ You have prior experience implementing or delivering CPQ applications, primarily Salesforce, Oracle, Vlocity, Apttus, or SAP
+ You have experience facilitating design thinking workshops to help our Financial Services clients re-imagine their future
+ You've got an advanced degree or financial industry certification
+ You've got experience in sales and delivering banking projects on time
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $63,800 to $05,800
Colorado 63,800 to 177,800
District of Columbia 68,000 to 189,300
Illinois 59,100 to 177,800
Minnesota 63,800 to 177,800
Maryland 63,800 to 177,800
New York/New Jersey 59,100 to 205,800
Washington 68,000 to 189,300
#LI-NA-FY25
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here ( Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 ( , send us an email ( or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

**Location:**
Remote, New Jersey
**Employment Type:**
FullTime
**Location Type:**
Remote
**Department**
Sales, Global Sales
**Compensation:**
$159K - $186.8K - Offers Equity - Offers Commission
_At Confluent, we are committed to providing competitive pay and benefits that are in line with industry standards. We analyze and carefully consider several factors when determining compensation, including work history, education, professional experience, and location. The actual pay may vary depending on your skills, qualifications, experience, and work location. In addition, Confluent offers a wide range of employee benefits. To learn more about our benefits click_ here ( _._
**Overview**
We're not just building better tech. We're rewriting how data moves and what the world can do with it. With Confluent, data doesn't sit still. Our platform puts information in motion, streaming in near real-time so companies can react faster, build smarter, and deliver experiences as dynamic as the world around them.
It takes a certain kind of person to join this team. Those who ask hard questions, give honest feedback, and show up for each other. No egos, no solo acts. Just smart, curious humans pushing toward something bigger, together.
One Confluent. One Team. One Data Streaming Platform.
**About the Role:**
As a member of the Confluent Sales Team, the Strategic Account Executive is responsible for selling Confluent solutions to our financial services segment. We expect you to use your prospecting, sales, negotiation, and leadership skills to effectively sell Confluent offerings to leading companies to meet and exceed your quarterly sales target. You must possess a "consumption/growth" mentality with a proven track record of success within a value-driven sales model.
**What You Will Do:**
+ Responsible for driving revenue growth in our large, complex, and highly visible accounts with the Financial Services sector.
+ Proactively prospect, identify, qualify, develop, and close a sales pipeline while continuing to grow consumption in current customer accounts.
+ Leading, driving, and executing a strategic complex sales cycle with responsibility for demonstrating the value of Confluent at C-Level.
+ Become an in-depth expert/SME of Confluent offerings, product suites, and competitive landscape.
+ Develop a deep understanding of your customers, their strategies, and business goals to become a trusted advisor.
+ Work closely with our partner ecosystem teams to sell to or through the ecosystem.
+ Align closely with our Solutions Engineering team on technical wins, Professional Services to deliver world-class customer experience, and Customer Success Management to identify and close expansion opportunities and renewals.
**What You Will Bring:**
+ 12+ years of experience in quota-carrying sales roles in a competitive market with a focus on growing consumption within accounts/territory, ideallu with a focus on organizations in the financial services sector.
+ Prior experience in Big Data, Consumption, Cloud, SaaS, Open Source, or Enterprise IT Solutions.
+ Previous sales methodology training (i.e. MEDDPICC, Challenger, etc.).
+ Prior experience in leading and executing a highly complex sales strategy to increase and drive revenue growth.
+ Consistent track record of success and history of overachieving and hitting quota attainment.
+ Ability to articulate, educate, and sell the business value to businesses of all sizes.
+ Experience developing and improving processes and managing change within an organization.
+ Exceptional skills in relationship-building, customer relations, and negotiation skills.
+ Open to Travel to customer locations as needed.
+ BS/BA degree or equivalent preferred.
**Ready to build what's next? Let's get in motion.**
**Come As You Are**
Belonging isn't a perk here. It's the baseline. We work across time zones and backgrounds, knowing the best ideas come from different perspectives. And we make space for everyone to lead, grow, and challenge what's possible.
We're proud to be an equal opportunity workplace. Employment decisions are based on job-related criteria, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other classification protected by law.

**Specialty/Competency:** International Tax Services
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Alternative Investments practice, within International Tax services, will provide you with the opportunity to help multinational companies address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. You'll gain a global perspective and an awareness of tax issues stemming from changes to evolving business structures and geographic expansions.
Our team provides our clients with investment advice based on expected tax leakage and associated tax risk. You'll focus on assessing global tax risk for an offshore entity based on its operating jurisdictions and offering investment solution to minimise risk exposure.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the ITS FS team you are expected to manage our firm-sponsored legal entity information database, focusing on tax attributes. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for maintaining project success and upholding top standards, motivating and inspiring others to deliver quality, and leveraging team strengths to meet client expectations.
Responsibilities
- Manage and maintain the firm's legal entity information database
- Lead teams and oversee client accounts
- Focus on strategic planning and mentoring junior staff
- Assure project success and uphold exceptional standards
- Motivate and inspire team members to deliver quality
- Leverage team strengths to meet client expectations
- Implement technology-enabled solutions for tax advisory
- Drive digitization, automation, and increased efficiencies
What You Must Have
- Bachelor's Degree
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study
What Sets You Apart
- Master of Laws in Taxation preferred
- Experience with private equity ownership structures
- Knowledge of U.S. tax concepts and classifications
- Familiarity with Microsoft Office Suite
- Experience in automation and digitization
- Building and utilizing client relationships
- Supervising teams for tax compliance
- Coaching staff with meaningful feedback
- Developing new relationships and selling services
Learn more about how we work: 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: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. 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. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Support team to disrupt, improve and evolve ways of working when necessary.
+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
+ Identify gaps in the market and spot opportunities to create value propositions.
+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
+ Create an environment where people and technology thrive together to accomplish more than they could apart.
+ I promote and encourage others to value difference when working in diverse teams.
+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
+ Influence and facilitate the creation of long-term relationships which add value to the firm.
+ Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
8 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates thought leader-level abilities and/or a proven record of success as a team leader and consulting with high net worth individuals on some of the following areas:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work. Demonstrates thought leader-level abilities and/or a proven record of success as a team leader:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work.
+ Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
+ Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships;
+ Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
+ Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation. Demonstrates thought leader-level abilities and/or a proven record of success of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work.
+ Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
+ Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships;
+ Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
+ Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation.
+ Innovating through new and existing technologies, along with experimenting with digitization solutions;
+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;
+ Utilizing digitization tools to reduce hours and optimize engagements; and,
+ Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.
Learn more about how we work: 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: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. 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. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $150,000 - $438,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
5 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials.
+ Supervising teams to create an atmosphere of trust;
+ Seeking diverse views to encourage improvement and innovation; and,
+ Coaching staff including providing timely meaningful written and verbal feedback.
Learn more about how we work: 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: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. 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. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

Consumer Investments - Financial Services Representative
Pennington, New Jersey
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The **Financial Services Representative I** is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
**Job Description:**
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
**Responsibilities:**
-Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
-Triages client requests and makes referrals to appropriate internal specialists
-Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
**We'll help you:**
-Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
-Get training and one-on-one coaching from academy managers who are invested in your success
-Build your knowledge of core banking and investment solutions and connect clients toall ofthe solutions we provide
-Develop techniques to confidently engage with clients by telephone
-Continue to learn and grow in a culture where growth and career advancement are a priority
**As a Financial Services Representative I, you can look forward to:**
-Providing a world class client experience through point of call account servicing and resolution
-Working in a well-compensated, highly collaborative environment
-Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
**You're the kind of person that (required skills):**
-Is client-focused with a passion for excellence and a positive team attitude
-Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance -based environment
-Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
-Is an effective communicator with an aptitude for sales and relationship management
-Has strong computer skills
-Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
-Is ambitious, disciplined, hardworking, resilient and willing to learn
-Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST
**We're a culture that:**
-Believes in responsible growth and is dedicated to supporting the communities we serve
-Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
-Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world
-Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
**Skills:**
-Active Listening
-Attention to Detail
-Critical Thinking
-Customer and Client Focus
-Oral Communications
-Account Management
-Client Experience Branding
-Decision Making
-Emotional Intelligence
-Result Orientation
-Adaptability
-Coaching
-Prioritization
-Referral Identification
-Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.