132 Financial Services jobs in Fort Lee
Relationship Banker - Fort Lee - Linwood Plaza, Englewood - Palisades & Teterboro Financial Centers
Job Viewed
Job Description
Fort Lee, New Jersey;Englewood, New Jersey
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance?
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
**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.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
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.
Job No Longer Available
This position is no longer listed on WhatJobs. The employer may be reviewing applications, filled the role, or has removed the listing.
However, we have similar jobs available for you below.
Enterprise Account Executive - Financial Services
Posted 3 days ago
Job Viewed
Job Description
About Axiom : Axiom is where legal teams go to find the right talent for everything from routine in-house tasks to complex outside counsel work. Too many legal departments are stuck having to choose between paying the high fees of their law firm, hiring full-time employees they don't need, or turning to a low-cost agency that can't meet their quality standards. At the same time, top lawyers want to work on challenging legal matters, but they want more control over how, when, and where they practice. Both are forced compromises that no one should have to make. Axiom shares and meets the higher standards of its clients and lawyers, with our "work smarter, adapt faster, go further" approach - connecting growing mid-market and Fortune 500 companies with the world's deepest bench of experienced, specialized legal talent.About the Team : We exist to inject new energy and new thinking into a precedent-bound profession. We love the company we're building with undignified enthusiasm. We're committed to our mission and to our people. We celebrate our successes, learn from our failures, and find opportunity in adversity. We surround ourselves with inspiring, talented people who have a contagious energy and incurable passion for what they do. We pride ourselves on listening and relating to our colleagues and clients in a way that's genuine, human, and memorable. We care about the little things.Our People : Generate new, creative, and disruptive ideas to change the status quo in their fieldsPossess an unbelievable work ethic and unwavering commitment to qualityStretch beyond what's expected and prioritize ongoing learning and developmentAssume best intentions and take a 'glass half full' approach to their workBring others together, creating strong relationships across lines of differenceSeek to understand and learn from perspectives counter to their ownLeave a lasting impressionAbout the Role : We are looking to hire salespeople to fuel our continued growth. With our backing and proven success, we're looking for evangelists - salespeople who can envision a better future for clients, bring clients to see that vision, and create lasting partnerships that exceed clients' greatest expectations. This role is well-suited for a highly consultative seller who's accustomed to sitting at the table with executive-level decision makers to devise solutions to their toughest problems. You will be afforded a high degree of accountability and ownership over a portfolio of F500 and industry leading clients focusing on account growth as well as new business , you will spend your days : Originating opportunity and closing deals : You will be responsible for bringing in new business (new logo generation), originating and selling to our biggest fans, and making believers of fresh clients.Getting to know your clients : You will define the client experience by building durable relationships, inspiring trust, and proposing innovative solutions to their problems.Consulting with C-level executives : Our clients are savvy leaders of the world's largest in-house legal teams, and you will be at the table with them daily planning for their future.Collaborating : At Axiom we pride ourselves on our cross-functional sales culture. This is a not a role for the lone wolf seller. You will partner daily with the broader commercial team to close and support strategic opportunities.Leading : You will offer thought leadership to clients as well as internally mentor and offer professional insights to junior team members.About You : You have a background in B2B client service and have extensive experience consultative sales role where you exceeded business goals on a monthly, quarterly, and / or annual basis.You have a proven track record in heavy business development initiatives and generating new logos.You are comfortable working in a senior role as an individual contributor.You understand what goes into the sales process from prospecting to close, and you're no stranger to managing multiple complex deals across multiple clients and stages.You are highly organized with a meticulous attention to detail and pattern recognition, you manage your time well and possess expert judgment and decision-making skills.You are a high-impact communicator and know how to present to executive-level stakeholders. You're no stranger to PowerPoint and the rest of Microsoft Office Suite.You know your way around Salesforce (or comparable CRM system) and understand the importance of leveraging data to make smart decisions about where to spend your time.You demonstrate a relentless service orientation, effortlessly form trusted-advisor relationships, are catalytic in your desire to improve the status quo, and can operate effectively within a highly collaborative team environment.You are legally eligible to work in the United 's total rewards philosophy is to be transparent and equitable with all job candidates. The annual base salary range for this role based in New York City, New York is $90,000-$102,500. You will also be eligible to participate in our Quarterly Bonus Plan which on target would be 65% of your base salary for a Manager level role in our Commercial business unit. You can also participate in our benefits programs that include healthcare, life and disability coverage, 401K with company match, paid sick and personal time off, paid parental leave and more Please note that the final compensation is determined by several considerations, including the quality of your experience and expertise, your ability to immediately contribute to Axiom, your potential to move up to the next level, the market you are located in, and other business for Individuals with Disabilities : Upon request and consistent with applicable laws, Axiom will attempt to provide reasonable accommodations for individuals with disabilities who require an accommodation to participate in the application process. To request an accommodation to complete the application form, please contact us at and include "Applicant Accommodation" in the subject line. Create a job alert for this search #J-18808-Ljbffr
Lead Financial Services Representative - IOM
Posted today
Job Viewed
Job Description
Orlin & Cohen Orthopedic Group - Northwell Health is the premier and fastest-growing orthopedic practice on Long Island, providing comprehensive care that helps thousands of our neighbors and community members live more active lives, free from pain. Orlin & Cohen is one of the largest orthopedics practices in the region, with over 20 offices located in Nassau and Suffolk Counties, Queens, and Staten Island, we have been in business for 30 years.
Job Description
Leads and guides Financial Services Representatives in the performance of duties, ensuring patients understand their financial obligations and necessary information is accurately entered into the billing system. Advise and counsel patients on financial responsibility, process payments, and maintain collection logs. Provides exceptional customer service, creating a seamless and efficient experience for patients.
Job Responsibility
1. Perform all functions of the Financial Services Representative, including answering inbound and outbound patient calls, verifying insurance coverage, documenting patient information, and arranging alternative payment methods
2. Lead and guide Associate Financial Services Representatives, Financial Services Representatives, and Senior Financial Services Representatives in the performance of their duties
3. Serve as a subject matter expert to support the testing and enhancement of new technologies, projects, and procedures
4. Use procedures, policy manuals, and other reference materials to assist in answering employee and manager inquiries and resolving issues
5. Participate in training new team members and ongoing educational programs for existing staff
6. Support supervisor with Real-Time Monitoring to ensure team members are adhering to their designed schedules, providing guidance to achieve departmental objectives
7. Identify abnormal events or consistent problem areas using qualitative feedback and statistical data to recommend methods to improve processes, procedures, and technologies
8. Works on problems of diverse scope and complexity ranging from moderate to substantial, escalate issues to the leaders as necessary
9. Makes recommendations to management on new processes, tools and techniques, or development of new products and services
10. Collaborates with senior team members in the development of methods, techniques and analytical approach
11. Provides work guidance, including checking and assigning work, to ensure accurate and timely completion of tasks
12. Perform related duties as required, ensuring all responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here but considered related are not essential functions
Job Qualification
1. 5-7 years of relevant experience, required.
2. Associate's Degree or equivalent combination of education and related experience, required.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $44,450-$69,340/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
Client Service Associate (Financial Services)
Posted 2 days ago
Job Viewed
Job Description
Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At Hennion & Walsh, we take pride in our full-service approach to securities and our expertise in tax-free municipal bonds. Join our dynamic client service team and become an integral part of our mission to provide the highest level of advice and support to our valued clients.
Why Hennion & Walsh?
- Unique Culture: We're not just a team; we're a family. Our success is rooted in a culture built on strong values, integrity, and a commitment to delivering exceptional service to our clients.
- Endless Opportunities: As a rapidly growing wealth management firm, your potential for internal growth and career development is limitless. We believe in fostering an environment where every team member can thrive.
Collectively with our other service team members, you'll engage in various service, operational, and administrative activities geared towards supporting our clients. Hennion & Walsh is dedicated to providing you with the tools and opportunities needed for success, while providing our clients the best client service.
Responsibilities
- Client Relationship Management: Assist in establishing and maintaining client relationships by processing requests, maintaining accounts, and promptly responding to inquiries.
- Operational Support: Provide administrative and operational support to financial advisors, including asset transfers, mail processing, money movement requests, estate paperwork and more.
- Communication Excellence: Answer client service calls daily, addressing general questions about accounts and paperwork. Prepare and send necessary documents and new account packages. .
- Team Collaboration: Work closely with all service team members, contributing to a collaborative and supportive work environment.
- Education: Bachelor's Degree preferred.
- Skills: Strong people skills, attention to detail, and a professional work ethic.
- Team Player: A true team player with the ability to handle multiple responsibilities and take initiative.
- Communication: Excellent verbal, written, and interpersonal communication skills.
- Technology: Proficiency in Microsoft Office (Word, Excel and Outlook)
- Experience: 1-3 years of financial service experience preferred
- Competitive compensation
- Open and supportive team-based environment
- Full medical and dental benefits
- 401(k) plan with company match
The base salary range for this position is $45,000-$60,000 per year. Please note this role requires in-person attendance.
Placement in the range will vary based on job responsibilities and scope, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position may also include other variable compensation and benefits including health benefits, 401(k) plan and paid time off.
Join us at Hennion & Walsh, where your dedication, skills, and passion for client service will be recognized and rewarded. Apply now and be a part of our success story!
Financial Aid Coordinator - Student Financial Services
Posted 10 days ago
Job Viewed
Job Description
**POSITION DETAILS**
Founded in 1971 in Long Island City, Queens **,** LaGuardia Community College is one of seven community colleges of the City University of New York (CUNY). LaGuardia offers more than sixty associate degree programs and more than fifty workforce training, ESOL, GED, and pre-college programs. In 2023, LaGuardia served approximately 24,000 students. More than one-third of LaGuardia's degree-seeking students are born outside the United States; they come from 136 countries and speak 43 heritage languages. Sixty percent are first-generation college students.
Virtually all LaGuardia students are ethnic minorities (89 percent), 58 percent are women, 27 percent are over the age of 25. Forty-six percent of associate degree students are Hispanic. Upon graduation most students transfer to four-year colleges, typically in CUNY, to complete their baccalaureate degrees. Graduates of career programs such as Nursing, Computer Technology, and Veterinary Technology enter the workforce. LaGuardia ranked fifth among U.S. community colleges in economic mobility - moving low-income students into the middle class and beyond - in studies by Stanford University (2017) and the Brookings Institution (2020).Please visit to learn more.
The Student Financial Aid Services Department is seeking a Financial Aid Coordinator who will report to the Financial Aid Manager and assist with the following duties and responsibilities:
The Student Financial Aid Services Department is seeking a Financial Aid Coordinator who will report to the Financial Aid Manager and assist with the following duties and responsibilities:
:
Coordinate financial aid documents, verification in accordance with Federal, State and Institutional regulations governing student financial aid;
+ Assist with packaging Title IV federal programs i.e. federal work-study, Pell, SEOG and student loans;
+ Assist with the federal Return to Title IV process;
+ Assist with the Satisfactory Academic Progress updates and reports;
+ Represent Student Financial Services at Open House events and/or outreach functions;
+ Assist with facilitation of financial aid workshops, new student orientation, advisement and registration events;
+ Act as liaison between academic and administrative offices;
+ Assist with the resolution of student's concerns and submit the necessary documentation;
+ Assist with special projects and related job-related duties as assigned.
**QUALIFICATIONS**
Bachelor's degree is required.
PREFERRED QUALIFICATIONS
- Knowledge of student financial aid regulations, programs, practices, procedure and registration related functions preferred
- Knowledge of CUNYfirst and related Student Financial Services software desirable in addition to general computer proficiency with Microsoft Office (Word, PowerPoint, Excel)
- Demonstrated commitment to providing quality student service in a diverse college preferred
- Flexible schedule during peak periods preferred
**CUNY TITLE OVERVIEW**
Coordinates financial aid procedures and activities and provides financial aid information.
- Schedules workshops, reviews applications, establishes pay cycles, disburses funds and resolves disbursement problems, and records awards, disbursements and returns
- Coordinates, verifies and resolves problems regarding the disbursement of scholarships and grants by verifying student eligibility, establishing pay cycles and reviewing pay-outs
- Reconciles accounting and disbursement schedules
- Provides data for financial aid and donor reports as needed
- Supports the College's enrollment management efforts by providing financial aid information to prospective students, their families and their high school counselors
- Serves as liaison between the college and direct loan providers
- Performs related duties as assigned.
Job Title Name: Financial Aid Coordinator
**CUNY TITLE**
Assistant to HEO
**FLSA**
Non-exempt
**COMPENSATION AND BENEFITS**
$44,411 - $49,960
Salary commensurate with education and experience.
CUNY's benefits contribute significantly to total compensation, supporting health and wellness, financial well-being, and professional development. We offer a range of health plans, competitive retirement/pension benefits and savings plans, tuition waivers for CUNY graduate study and generous paid time off. Our staff also benefits from the extensive academic, arts, and athletic programs on our campuses and the opportunity to participate in a lively, diverse academic community in one of the greatest cities in the world.
**CUNY is in the process of implementing salary schedule increases. Once implemented, salaries of eligible employees will increase by approximately 9.54% with an additional increase of 3.5% effective 9/1/26, in accordance with the terms of the PSC-CUNY collective bargaining agreement.**
**HOW TO APPLY**
Visit access the employment page, log in or create a new user account, and search for this vacancy using the Job ID or Title. Select "Apply Now" and provide the requested information.
Candidates should provide a resume and cover letter.
**CLOSING DATE**
July 25th, 2025
**JOB SEARCH CATEGORY**
CUNY Job Posting: Managerial/Professional
**EQUAL EMPLOYMENT OPPORTUNITY**
CUNY encourages people with disabilities, minorities, veterans and women to apply. At CUNY, Italian Americans are also included among our protected groups. Applicants and employees will not be discriminated against on the basis of any legally protected category, including sexual orientation or gender identity. EEO/AA/Vet/Disability Employer.
Job ID
30513
Location
LaGuardia Community College
Senior Director, Financial Services (New York)
Posted 2 days ago
Job Viewed
Job Description
Mission North is a strategic communications agency for influential companies to build, protect, and renew their impact. Market-shaping brands like Brex, Canva, Ginkgo Bioworks, Betterment, LinkedIn, Mozilla, Recursion, Snowflake, and Zoom have turned to us to navigate change and accelerate impact at every stage. Our award-winning culture of curiosity allows us to attract the best communicators and mobilize them around tackling some of the world’s biggest challenges. Our stories about breakthrough innovations and movements—and the iconic teams behind them—have influenced hundreds of billions of dollars in market value.
We live our values.
As a benefit corporation, we’re committed to making a positive difference through our work, culture, and community investments.
- We give back 2% of profits, 2% of our time, and 2% of partner equity to support causes in our local communities, and have invested more than $2 million through grants, donations, and pro bono services.
- Through our cross-industry fellowship and sponsorship initiative, Foster the Future, we’re creating pathways for the next generation of communications leaders.
- Diversity, belonging, and equity are woven into our business and culture. We continue to advance our policies and practices to foster a more progressive organization and industry.
We're looking for a Senior Director, Financial Services to join our team.
Mission North’s Financial Services Practice Group works with a range of growth-stage and publicly-traded fintech, financial services and real estate brands, including Betterment, Brex, Airwallex, OpenDoor and Toast.
Who you are/Qualifications:
- 8-10 years of PR agency or in-house experience working with fintech, financial services or real estate brands.
- Adept at managing relationships with C-level executives at tech companies.
- Ability to tap into a strong network of potential talent, partners and customers in order to support practice and business growth.
- Experience helping clients navigate sensitive reputation issues and crisis communications.
- Compelling communication and presentation skills.
- Exceptional creative and content development skills on technical topics.
- Strong new business development skills with a proven track record of closing and retaining new clients.
- Experience leading strategic workshops and initiatives including messaging, storyline development, thought leadership platform development and media training.
- Proven track record of simultaneously directing multiple teams at PR/comms agencies and/or within in-house comms functions.
- Strong management skills and genuine interest in managing and mentoring teams.
- Thrive in a dynamic environment with multiple competing priorities.
- Bonus points for experience in public affairs and advocacy, financial communications and/or investor relations.
Here’s what you would be doing day-to-day:
- You will be responsible for client retention, product/service evolution, staff development and portfolio growth.
- You’ll collaborate with your peers who oversee other Financial Services accounts, working together to set and reach goals for the broader group.
- Be a trusted strategic partner to comms, marketing and content client contacts and their executive teams, and promote communications strategies that will help them reach their full potential.
- Set and plan against revenue goals, talent development, agency marketing, lead generation and new business development for the Financial Services practice group, with a focus on growing our portfolio of growth-stage/established fintech and traditional financial services brands.
- Proactively drive new business efforts with minimal oversight. This includes overseeing pitch teams from start to finish during the pitch process.
- Generate new revenue with existing clients. You have a keen eye for timing strategic recommendations that align the scope of work to meet the needs of our clients.
- Work with our specialists to provide clients with programs that integrate traditional PR, digital, and social media platforms.
- Serve as a steward of Mission North’s values and operating principles.
- Mentor and coach staff across all levels of skills development.
- Work closely with fellow account leads to direct account staffing and forecasting.
- Represent Mission North and our clients at industry events for new business networking and personal professional development.
What makes us Mission North?
- We’ve built an award-winning culture of curiosity and experimentation. Mission North is a Fast Company Most Innovative Company, ranking #3 in its inaugural PR and Brand Strategies category.
- We foster a culture of lifelong learning and personal growth, supporting employees in their professional development.
- Recognition for hard work is at the heart of our culture, with opportunities for advancement and rewards.
We invest in our people, offering a competitive compensation package, profit sharing, 401K matching program, professional development stipend, and comprehensive benefits.
Our Commitment to Diversity and Inclusion
We’re committed to growing and empowering a more inclusive community within our company, industry, and cities. That’s why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel.
Statement of Non-Discrimination: In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status.
Compensation
Actual compensation within the pay range will be decided based on factors including, but not limited to, skills and prior relevant experience.
Mission North cares about you and your overall well-being, and that’s why we offer a comprehensive benefits package, for full-time employees, that includes healthcare benefits, a 401(k) plan including an employer match, short-term and long-term disability coverage, basic life insurance, wellbeing benefits, paid time off, paid parental leave, and several paid holidays, among others.
Pay Range: Expected Salary range depending on experience: $60,000- 190,000, not including year end profit sharing bonus.
#J-18808-LjbffrApplication Support Analyst Investment Technology (Financial Services)
Posted 4 days ago
Job Viewed
Job Description
About the job Application Support Analyst Investment Technology (Financial Services)
Application Support Analyst Investment Technology (Financial Services)
- Location: Hybrid NYC Metro or NJ preferred (2-3 days onsite)
- Full-time regular employment | US Citizen/Green Card Holders only
A leading global investment management firm is seeking a highly motivated Application Support Analyst to join their growing technology team. This group operates in a dynamic, fast-paced environment and is undergoing a significant transformation under new leadership. This role offers an opportunity to support mission-critical applications across investment, operations, and data platforms.
Position Overview:
You'll be part of a hands-on application support team responsible for ensuring the stability, performance, and integrity of enterprise investment platforms. The right candidate is a strong problem-solver with a passion for technology operations, who thrives in complex, data-driven environments and is excited to contribute to digital transformation initiatives.
Key Responsibilities:
- Provide day-to-day production support for a suite of investment, operations, and client-facing applications.
- Own and manage nightly data processing workflows, including large-volume file transfers from third-party vendors.
- Serve as a primary escalation point for system failures (including rotational on-call evenings/weekends).
- Perform root cause analysis and create incident and problem reports for technology and business stakeholders.
- Work cross-functionally with development, infrastructure, and vendor teams to drive resolution and improvements.
- Monitor, document, and optimize change, incident, and problem management processes.
- Build strong internal relationships with business users and technology partners across departments.
- Manage vendor relationships for external systems, coordinating issue resolution and strategic upgrades.
- 4+ years of experience in Application Support, Site Reliability Engineering (SRE), or similar technical operations roles.
- Prior experience supporting financial applications or working within capital markets/asset management firms.
- Strong troubleshooting, investigation, and analytical skills.
- Familiarity with public cloud platforms, particularly AWS or Azure.
- Solid SQL skills and experience querying relational databases (MS SQL preferred).
- Working knowledge of Linux, including ability to write and execute shell commands.
- Experience using job scheduling tools (e.g., Autosys, Control-M).
- Familiarity with monitoring tools and designing alerting strategies.
- Strong written documentation skills and attention to process detail.
- Effective communicator who can work collaboratively in high-pressure environments.
- Experience writing scripts or making small code changes (Python, Shell, etc.) for automation or bug fixes.
- Proven ability to manage and prioritize multiple production issues in a fast-paced, global setting.
- Ability to communicate technical concepts clearly to both technical and non-technical stakeholders.
- Prior exposure to ITIL frameworks and working within structured change/incident management systems.
- Comfortable operating independently, with strong ownership and follow-through.
OFSAA developer - Oracle Financial Services Analytical Applications
Posted today
Job Viewed
Job Description
Contract Job Description The OFSAA developer will be part of a development team implementing profitability solution using OFSAA Key responsibilities: - Configuration of rules for cost and revenue allocation in OFSAA for profitability calculation. Configure FTP rules in OFSAA. Write T2Ts to transform data. Develop procedure using PL/SQL. Understand business requirements and implement technical solution within OFSAA in an efficient way. Test OFSAA configurations and fix defects as appropriate. - Troubleshoot technical issues by analyzing OFSAA log files and fixing the issues. - Understand complex SQL queries, analyze data related issues and identify root cause of issues / defects. Develop and implement performance optimal system. - Maintain the end-to-end OFSAA batch and provide technical support. Major responsibilities include: - Production support of OFSAA, this includes batch runs and minor development requests to fix defects as required. - Troubleshoot technical issues by analyzing OFSAA log files and fixing the issues. Analyze data related issues and identify root cause of issues / defects. - Develop rules for cost and revenue allocations in OFSAA including configuring FTP rules and writing T2Ts to transform data. Develop adhoc procedures using PL/SQL. - Testing in support of projects and creation of project artifacts as required by project life cycle. Qualifications Qualifications: - 5+ years of Hands-on experience in OFSAA v6.1 Profitability, FTP and GL Reconciliation modules. - Good expertise in configuring allocation rules in OFSAA for cost allocation and revenue allocation for profitability management. - Good expertise in configuring Transfer pricing rules in OFSAA FTP module. - Good expertise in building T2T (Table to Table) transformations in OFSAA. - 3+ years of expertise in developing forms with the help of OFSAA forms framework. - 6+ years of experience writing and debugging complex SQL queries and Stored Procedures in Oracle database. - In-depth understanding of Dimensions, hierarchies and attributes as it applies to OFSAA profitability modules. - In-depth understanding of Data Warehousing concepts and dimensional modeling. - Good understanding of functional aspects of profitability calculations. - Working knowledge of OFSAA Run-Rule framework as it applies to Credit Risk application is a plus. - 6+ years of experience working in the financial industry. Flexible in managing competing priorities and objectives. Additional Information All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr
Be The First To Know
About the latest Financial services Jobs in Fort lee !
Application Support Analyst Investment Technology (Financial Services)
Posted today
Job Viewed
Job Description
Application Support Analyst Investment Technology (Financial Services) - Location: Hybrid NYC Metro or NJ preferred (2-3 days onsite) - Full-time regular employment | US Citizen/Green Card Holders only A leading global investment management firm is seeking a highly motivated Application Support Analyst to join their growing technology team. This group operates in a dynamic, fast-paced environment and is undergoing a significant transformation under new leadership. This role offers an opportunity to support mission-critical applications across investment, operations, and data platforms. Position Overview: You'll be part of a hands-on application support team responsible for ensuring the stability, performance, and integrity of enterprise investment platforms. The right candidate is a strong problem-solver with a passion for technology operations, who thrives in complex, data-driven environments and is excited to contribute to digital transformation initiatives. Key Responsibilities: Provide day-to-day production support for a suite of investment, operations, and client-facing applications. Own and manage nightly data processing workflows, including large-volume file transfers from third-party vendors. Serve as a primary escalation point for system failures (including rotational on-call evenings/weekends). Perform root cause analysis and create incident and problem reports for technology and business stakeholders. Work cross-functionally with development, infrastructure, and vendor teams to drive resolution and improvements. Monitor, document, and optimize change, incident, and problem management processes. Build strong internal relationships with business users and technology partners across departments. Manage vendor relationships for external systems, coordinating issue resolution and strategic upgrades. Required Qualifications: 4+ years of experience in Application Support, Site Reliability Engineering (SRE), or similar technical operations roles. Prior experience supporting financial applications or working within capital markets/asset management firms. Strong troubleshooting, investigation, and analytical skills. Familiarity with public cloud platforms, particularly AWS or Azure. Solid SQL skills and experience querying relational databases (MS SQL preferred). Working knowledge of Linux, including ability to write and execute shell commands. Experience using job scheduling tools (e.g., Autosys, Control-M). Familiarity with monitoring tools and designing alerting strategies. Strong written documentation skills and attention to process detail. Effective communicator who can work collaboratively in high-pressure environments. Preferred Skills: Experience writing scripts or making small code changes (Python, Shell, etc.) for automation or bug fixes. Proven ability to manage and prioritize multiple production issues in a fast-paced, global setting. Ability to communicate technical concepts clearly to both technical and non-technical stakeholders. Prior exposure to ITIL frameworks and working within structured change/incident management systems. Comfortable operating independently, with strong ownership and follow-through. #J-18808-Ljbffr
Financial Services - Consulting - Guidewire - Technical Consultant - Senior
Posted 1 day ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Guidewire - Technical Consultant - Senior**
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
Insurers across the globe are investing heavily in technology-enabled transformation programs. A number of solution "hot spots" exist today, such as in claims, underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized by our clients for our insightful thought leadership, pro-activity in meeting their needs and having truly globally integrated capabilities. Typical projects will span the following areas of insurance technology-enabled transformation:
+ Guidewire System Implementation (Policy, Billing, Claims)
+ Enterprise Data Management
+ Reinsurance Accounting and Reporting Operations/Technology
+ Performance Management and Measurement
+ Enterprise Technology Expense Reduction
We assist our clients in designing and implementing solutions to improve their organizations' efficiency and effectiveness in the areas of strategy, people, processes and technology.
**Your Key Responsibilities**
You'll be responsible for working directly with clients to transform their business problems into technology solutions. The goal is to support our clients' efforts to make their business units more effective and efficient and, where required, provide services in connection with the remediation and mitigation of process risk. You will assist engagement teams through the analysis of specific business requirements for alignment with technology architecture, technology infrastructure design, vendor selection and technology implementation plans that support our clients.
**Skills and attributes for success**
+ Demonstrate technical capabilities and engineering skills that support the insurance technology system implementation process.
+ Remain current on new developments in services capabilities and industry knowledge
+ Lend specific subject-matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, system design and interfacing requirements
+ Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities; team with client technology professionals or third-party strategic alliances to provide implementation of technology solutions
+ Collaborate with client engagement teams with diverse skills and backgrounds; foster an innovative and inclusive, team-oriented work environment
**To qualify for the role, you must have**
+ Bachelor's degree in Computer Science, Engineering, Technology or a related field, with 3+ years of relevant work experience at a Property and Casualty Insurance carrier or consulting firm; or a master's degree in Computer Science, Engineering, Technology or a related field with 2+ years of relevant work experience
+ Previous application experience in any of the following: Guidewire, OneShield, Exigen/EIS, Majesco, Duck Creek, Insurity, Sapiens/Adaptik, FirstBest, Business Objects, Cognos, Informatica
+ Proficiency in one or more of the following competencies:
+ System selection and implementation
+ Definition of business and technical requirements
+ Design of business and technology architecture
+ Application configuration/integration
+ Data mapping, conversion, migration
+ Ability to deliver system implementation through all phases of the project life cycle, including requirements definition, architecture design, conversion and testing; based on a proven methodology
+ Ability to deliver system implementation through all phases of the project life cycle, including requirements definition, architecture design, conversion and testing; based on a proven methodology
+ Experience in implementing best practices of software engineering processes, code review methodologies, and deploying code optimization tools and techniques.
+ Experience in creating POCs for complex design methodologies and providing alternative solution options, working closely with client counterparts
+ Excellent written and verbal communication skills for technical writing and client presentations
+ Ability to demonstrate strategic thinking through a proven ability to research client inquiries and emerging issues related to regulations, industry practice and new application technologies
+ Travel to client site as necessary
**Ideally, you'll also have**
+ Experience with management reporting enhancement, business intelligence/decision support, data warehousing/enterprise data design and management, or enterprise application integration
+ Experience in performing impact analyses and driving end-to-end solutions across connecting systems
**What we look for**
We're interested in self-motivated individuals who can easily function in a high-demand, performance-driven environment. In addition, we're looking for people who recognize the accomplishments of the team before the individual and are sought after as people developers. If you're passionate about problem-solving and helping our clients with some of their most complex issues, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $101,500 to $86,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 121,700 to 211,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Technical Sales SME -Data Intelligence - Financial Services
Posted 2 days ago
Job Viewed
Job Description
IBM is looking to hire a sales leader to join our Financial Services market to accelerate the adoption of our Data Intelligence portfolio. Data Intelligence is an essential capability for our clients to develop as they look to scale their adoption of AI.
**Your role and responsibilities**
We are seeking a Data Intelligence Sales Leader to support the US Financial Services Market. In this role you will be responsible for the sales target and customer success of the following strategic IBM software products:
-watsonx.data Intelligence
-Manta
-IBM Knowledge Catalog
-Data Product Hub
-Master Data Management & Reference Data Management
-Optim
As a sales leader you will be responsible for:
-Designing sales plays to develop pipeline for the Data Intelligence portfolio
-Delivering sales presentation and demos of the Data Intelligence portfolio for financial services clients
-Forecasting and developing a plan to achieve both the software and SaaS sales targets on a quarterly and full year basis
-Enabling the extended team of IBM sellers on the Data Intelligence portfolio
-Establishing a network of partners and SIs who co-sell and implement the Data Intelligence portfolio
-Displacing competitive solutions across the Data Catalog, Data Lineage Master Data Management and Test Data Managaement solutions
-Competitive market understanding and understanding how to positon against.
**Required technical and professional expertise**
7+ years of experience selling Data Lineage, Data Cataloging and/or Master Data Management solutions.
Track record of achiving quota and accurately forecasting sales opportunities.
Experience presenting and delivering sales presentations and demos to clients at a C-level.
Experience sucessfully applying the MEDDIC sales qualification methodology.
**Preferred technical and professional experience**
Data & AI Market Knowledge:
-Expertise in the Data & AI market to serve as a trusted client advisor (training on IBM's Data & AI offerings will be provided)
-Competitive knowledge of data intelliegence offerings
-Experince selling & deploying MDM, RDM, Data Cataloging, Data Lineage and Data Governance Solutions
-Understanding of AI and is application to data governance
IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.