4,972 Financial Technology Consultant jobs in the United States

Financial Crime Technology Senior Consultant

90079 Los Angeles, California Crowe

Posted today

Job Viewed

Tap Again To Close

Job Description

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Financial Crime Technology Senior Consultant

Job Summary:

Join our Consulting Financial Crime practice to lead our markets and the clients we serve within the financial services industry. From day one of your career, you will collaborate with our clients to transform their financial crime programs. We will enable an entrepreneurial and innovative environment for you to deliver transformative risk consulting services and to develop deeply specialized skill sets demanded in today's market.

For nearly 20 years, Crowe has been the leader in providing financial crime service to the financial community. We are a diverse, innovative, and driven group that operates across the country. We collaborate with the leading providers and organizations in financial services to bring our clients leading solutions.

Why we exist

To better enable our clients to realize their purpose by helping them to optimally achieve their goals.

How we serve

We bring the best of our authentic selves, working as a diverse team , to achieve our highest potential in serving our clients.

What we offer

We provide innovative and high value solutions, by dedicated individuals, who are passionate about helping our clients to enable their own success.

We are looking for an individual that brings an entrepreneurial spirit, desire to build a business, and a passion for serving clients while collaborating with a high performing national practice.

The Financial Crime Technology Senior Consultant will support the execution and management of the technical and data-driven components involved in implementing financial crime risk and broader regulatory compliance systems. Our financial crime offerings span audits, model validations, and technology implementation and enhancement-providing consultants with exposure to a wide range of risk management disciplines and opportunities to expand their expertise. We are seeking a professional with a strong understanding of banking and compliance source system data, who can advise clients on effectively transforming and integrating that data into their compliance platforms.

Responsibilities:

  • Support large-scale AML advisory and consulting engagements for both large and mid-sized financial institutions.
  • Contribute to the definition and development of technical and data requirements for AML system implementations.
  • Assist with the configuration and customization of AML platforms to meet client needs.
  • Design, plan, and execute data-focused workstreams as part of AML technology deployments.
  • Perform detailed data analysis, mapping, and validation to ensure successful system integration and functionality.
  • Maintain a strong understanding of key regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC requirements.
  • Lead or support internal and client-facing meetings and presentations.
  • Foster collaborative relationships with clients, colleagues, and key stakeholders across engagements.
  • Develop innovative solutions to address both current and emerging global financial crime risks.
  • Demonstrate effective communication and consulting skills when engaging with senior executives, C-suite leaders, and regulatory bodies.
  • Apply strong business writing capabilities to produce clear, concise, and professional deliverables and reports.

Required Qualifications:

  • Bachelor's degree required.
  • Minimum of 3 years of experience leading data-focused projects within retail banking, professional services, or AML consulting environments.
  • Proven experience working with a variety of financial services data sources and systems, with a solid understanding of data management and integration best practices.
  • Proficiency in SQL, R, or Python for data extraction, transformation, and analysis.
  • Hands-on experience using data visualization tools such as Power BI or Tableau to develop interactive reports and dashboards.
  • Familiarity with core banking data, including deposits, loans, mortgages, wire transfers, and ACH transactions.
  • Excellent communication, organizational, and presentation skills with the ability to convey complex information clearly.
  • Strong writing, analytical, and problem-solving abilities, with the capacity to manage multiple priorities and meet deadlines.
  • Collaborative and team-oriented mindset, with experience working across diverse teams.
  • Strong research skills and proficiency in Microsoft Office applications; experience using online research tools is a plus.
  • Willingness to travel as needed for client engagements.

Preferred Qualifications:

  • Familiarity with banking compliance requirements, including laws applicable to anti-money laundering, including the BSA, USA PATRIOT Act and OFAC.
  • Experience with AML based systems such as Actimize, Mantas, Norkom, FCRM or SAS.
  • Experience working in a professional services or project-based environment managing the implementation of an AML System.

#LI-JB1 #FinancialCrime #GoCrowe

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

The application deadline for this role is 12/12/2025.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

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 Crowe, 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 $84,700.00 - $168,900.00 per year.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

View Now

Financial Crime Technology Senior Consultant

60290 Chicago, Illinois Crowe

Posted today

Job Viewed

Tap Again To Close

Job Description

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Financial Crime Technology Senior Consultant

Job Summary:

Join our Consulting Financial Crime practice to lead our markets and the clients we serve within the financial services industry. From day one of your career, you will collaborate with our clients to transform their financial crime programs. We will enable an entrepreneurial and innovative environment for you to deliver transformative risk consulting services and to develop deeply specialized skill sets demanded in today's market.

For nearly 20 years, Crowe has been the leader in providing financial crime service to the financial community. We are a diverse, innovative, and driven group that operates across the country. We collaborate with the leading providers and organizations in financial services to bring our clients leading solutions.

Why we exist

To better enable our clients to realize their purpose by helping them to optimally achieve their goals.

How we serve

We bring the best of our authentic selves, working as a diverse team , to achieve our highest potential in serving our clients.

What we offer

We provide innovative and high value solutions, by dedicated individuals, who are passionate about helping our clients to enable their own success.

We are looking for an individual that brings an entrepreneurial spirit, desire to build a business, and a passion for serving clients while collaborating with a high performing national practice.

The Financial Crime Technology Senior Consultant will support the execution and management of the technical and data-driven components involved in implementing financial crime risk and broader regulatory compliance systems. Our financial crime offerings span audits, model validations, and technology implementation and enhancement-providing consultants with exposure to a wide range of risk management disciplines and opportunities to expand their expertise. We are seeking a professional with a strong understanding of banking and compliance source system data, who can advise clients on effectively transforming and integrating that data into their compliance platforms.

Responsibilities:

  • Support large-scale AML advisory and consulting engagements for both large and mid-sized financial institutions.
  • Contribute to the definition and development of technical and data requirements for AML system implementations.
  • Assist with the configuration and customization of AML platforms to meet client needs.
  • Design, plan, and execute data-focused workstreams as part of AML technology deployments.
  • Perform detailed data analysis, mapping, and validation to ensure successful system integration and functionality.
  • Maintain a strong understanding of key regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC requirements.
  • Lead or support internal and client-facing meetings and presentations.
  • Foster collaborative relationships with clients, colleagues, and key stakeholders across engagements.
  • Develop innovative solutions to address both current and emerging global financial crime risks.
  • Demonstrate effective communication and consulting skills when engaging with senior executives, C-suite leaders, and regulatory bodies.
  • Apply strong business writing capabilities to produce clear, concise, and professional deliverables and reports.

Required Qualifications:

  • Bachelor's degree required.
  • Minimum of 3 years of experience leading data-focused projects within retail banking, professional services, or AML consulting environments.
  • Proven experience working with a variety of financial services data sources and systems, with a solid understanding of data management and integration best practices.
  • Proficiency in SQL, R, or Python for data extraction, transformation, and analysis.
  • Hands-on experience using data visualization tools such as Power BI or Tableau to develop interactive reports and dashboards.
  • Familiarity with core banking data, including deposits, loans, mortgages, wire transfers, and ACH transactions.
  • Excellent communication, organizational, and presentation skills with the ability to convey complex information clearly.
  • Strong writing, analytical, and problem-solving abilities, with the capacity to manage multiple priorities and meet deadlines.
  • Collaborative and team-oriented mindset, with experience working across diverse teams.
  • Strong research skills and proficiency in Microsoft Office applications; experience using online research tools is a plus.
  • Willingness to travel as needed for client engagements.

Preferred Qualifications:

  • Familiarity with banking compliance requirements, including laws applicable to anti-money laundering, including the BSA, USA PATRIOT Act and OFAC.
  • Experience with AML based systems such as Actimize, Mantas, Norkom, FCRM or SAS.
  • Experience working in a professional services or project-based environment managing the implementation of an AML System.

#LI-JB1 #FinancialCrime #GoCrowe

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

The application deadline for this role is 12/12/2025.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

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 Crowe, 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 $84,700.00 - $168,900.00 per year.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

View Now

Financial Crime Technology Senior Consultant

02298 Boston, Massachusetts Crowe

Posted today

Job Viewed

Tap Again To Close

Job Description

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Financial Crime Technology Senior Consultant

Job Summary:

Join our Consulting Financial Crime practice to lead our markets and the clients we serve within the financial services industry. From day one of your career, you will collaborate with our clients to transform their financial crime programs. We will enable an entrepreneurial and innovative environment for you to deliver transformative risk consulting services and to develop deeply specialized skill sets demanded in today's market.

For nearly 20 years, Crowe has been the leader in providing financial crime service to the financial community. We are a diverse, innovative, and driven group that operates across the country. We collaborate with the leading providers and organizations in financial services to bring our clients leading solutions.

Why we exist

To better enable our clients to realize their purpose by helping them to optimally achieve their goals.

How we serve

We bring the best of our authentic selves, working as a diverse team , to achieve our highest potential in serving our clients.

What we offer

We provide innovative and high value solutions, by dedicated individuals, who are passionate about helping our clients to enable their own success.

We are looking for an individual that brings an entrepreneurial spirit, desire to build a business, and a passion for serving clients while collaborating with a high performing national practice.

The Financial Crime Technology Senior Consultant will support the execution and management of the technical and data-driven components involved in implementing financial crime risk and broader regulatory compliance systems. Our financial crime offerings span audits, model validations, and technology implementation and enhancement-providing consultants with exposure to a wide range of risk management disciplines and opportunities to expand their expertise. We are seeking a professional with a strong understanding of banking and compliance source system data, who can advise clients on effectively transforming and integrating that data into their compliance platforms.

Responsibilities:

  • Support large-scale AML advisory and consulting engagements for both large and mid-sized financial institutions.
  • Contribute to the definition and development of technical and data requirements for AML system implementations.
  • Assist with the configuration and customization of AML platforms to meet client needs.
  • Design, plan, and execute data-focused workstreams as part of AML technology deployments.
  • Perform detailed data analysis, mapping, and validation to ensure successful system integration and functionality.
  • Maintain a strong understanding of key regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC requirements.
  • Lead or support internal and client-facing meetings and presentations.
  • Foster collaborative relationships with clients, colleagues, and key stakeholders across engagements.
  • Develop innovative solutions to address both current and emerging global financial crime risks.
  • Demonstrate effective communication and consulting skills when engaging with senior executives, C-suite leaders, and regulatory bodies.
  • Apply strong business writing capabilities to produce clear, concise, and professional deliverables and reports.

Required Qualifications:

  • Bachelor's degree required.
  • Minimum of 3 years of experience leading data-focused projects within retail banking, professional services, or AML consulting environments.
  • Proven experience working with a variety of financial services data sources and systems, with a solid understanding of data management and integration best practices.
  • Proficiency in SQL, R, or Python for data extraction, transformation, and analysis.
  • Hands-on experience using data visualization tools such as Power BI or Tableau to develop interactive reports and dashboards.
  • Familiarity with core banking data, including deposits, loans, mortgages, wire transfers, and ACH transactions.
  • Excellent communication, organizational, and presentation skills with the ability to convey complex information clearly.
  • Strong writing, analytical, and problem-solving abilities, with the capacity to manage multiple priorities and meet deadlines.
  • Collaborative and team-oriented mindset, with experience working across diverse teams.
  • Strong research skills and proficiency in Microsoft Office applications; experience using online research tools is a plus.
  • Willingness to travel as needed for client engagements.

Preferred Qualifications:

  • Familiarity with banking compliance requirements, including laws applicable to anti-money laundering, including the BSA, USA PATRIOT Act and OFAC.
  • Experience with AML based systems such as Actimize, Mantas, Norkom, FCRM or SAS.
  • Experience working in a professional services or project-based environment managing the implementation of an AML System.

#LI-JB1 #FinancialCrime #GoCrowe

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

The application deadline for this role is 12/12/2025.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

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 Crowe, 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 $84,700.00 - $168,900.00 per year.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

View Now

Financial Crime Technology Senior Consultant

10261 New York, New York Crowe

Posted today

Job Viewed

Tap Again To Close

Job Description

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Financial Crime Technology Senior Consultant

Job Summary:

Join our Consulting Financial Crime practice to lead our markets and the clients we serve within the financial services industry. From day one of your career, you will collaborate with our clients to transform their financial crime programs. We will enable an entrepreneurial and innovative environment for you to deliver transformative risk consulting services and to develop deeply specialized skill sets demanded in today's market.

For nearly 20 years, Crowe has been the leader in providing financial crime service to the financial community. We are a diverse, innovative, and driven group that operates across the country. We collaborate with the leading providers and organizations in financial services to bring our clients leading solutions.

Why we exist

To better enable our clients to realize their purpose by helping them to optimally achieve their goals.

How we serve

We bring the best of our authentic selves, working as a diverse team , to achieve our highest potential in serving our clients.

What we offer

We provide innovative and high value solutions, by dedicated individuals, who are passionate about helping our clients to enable their own success.

We are looking for an individual that brings an entrepreneurial spirit, desire to build a business, and a passion for serving clients while collaborating with a high performing national practice.

The Financial Crime Technology Senior Consultant will support the execution and management of the technical and data-driven components involved in implementing financial crime risk and broader regulatory compliance systems. Our financial crime offerings span audits, model validations, and technology implementation and enhancement-providing consultants with exposure to a wide range of risk management disciplines and opportunities to expand their expertise. We are seeking a professional with a strong understanding of banking and compliance source system data, who can advise clients on effectively transforming and integrating that data into their compliance platforms.

Responsibilities:

  • Support large-scale AML advisory and consulting engagements for both large and mid-sized financial institutions.
  • Contribute to the definition and development of technical and data requirements for AML system implementations.
  • Assist with the configuration and customization of AML platforms to meet client needs.
  • Design, plan, and execute data-focused workstreams as part of AML technology deployments.
  • Perform detailed data analysis, mapping, and validation to ensure successful system integration and functionality.
  • Maintain a strong understanding of key regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC requirements.
  • Lead or support internal and client-facing meetings and presentations.
  • Foster collaborative relationships with clients, colleagues, and key stakeholders across engagements.
  • Develop innovative solutions to address both current and emerging global financial crime risks.
  • Demonstrate effective communication and consulting skills when engaging with senior executives, C-suite leaders, and regulatory bodies.
  • Apply strong business writing capabilities to produce clear, concise, and professional deliverables and reports.

Required Qualifications:

  • Bachelor's degree required.
  • Minimum of 3 years of experience leading data-focused projects within retail banking, professional services, or AML consulting environments.
  • Proven experience working with a variety of financial services data sources and systems, with a solid understanding of data management and integration best practices.
  • Proficiency in SQL, R, or Python for data extraction, transformation, and analysis.
  • Hands-on experience using data visualization tools such as Power BI or Tableau to develop interactive reports and dashboards.
  • Familiarity with core banking data, including deposits, loans, mortgages, wire transfers, and ACH transactions.
  • Excellent communication, organizational, and presentation skills with the ability to convey complex information clearly.
  • Strong writing, analytical, and problem-solving abilities, with the capacity to manage multiple priorities and meet deadlines.
  • Collaborative and team-oriented mindset, with experience working across diverse teams.
  • Strong research skills and proficiency in Microsoft Office applications; experience using online research tools is a plus.
  • Willingness to travel as needed for client engagements.

Preferred Qualifications:

  • Familiarity with banking compliance requirements, including laws applicable to anti-money laundering, including the BSA, USA PATRIOT Act and OFAC.
  • Experience with AML based systems such as Actimize, Mantas, Norkom, FCRM or SAS.
  • Experience working in a professional services or project-based environment managing the implementation of an AML System.

#LI-JB1 #FinancialCrime #GoCrowe

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

The application deadline for this role is 12/12/2025.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

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 Crowe, 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 $84,700.00 - $168,900.00 per year.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

View Now

Financial Crime Technology Implementation Senior Consultant

60290 Chicago, Illinois Crowe

Posted today

Job Viewed

Tap Again To Close

Job Description

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Financial Crime Technology Implementation Senior Consultant

Job Summary:

Join our Consulting Financial Crime practice to lead our markets and the clients we serve within the financial services industry. From day one of your career, you will collaborate with our clients to transform their financial crime programs. We will enable an entrepreneurial and innovative environment for you to deliver transformative risk consulting services and to develop deeply specialized skill sets demanded in today's market.

For nearly 20 years, Crowe has been the leader in providing financial crime service to the financial community. We are a diverse, innovative, and driven group that operates across the country. We collaborate with the leading providers and organizations in financial services to bring our clients leading solutions.

Why we exist

To better enable our clients to realize their purpose by helping them to optimally achieve their goals.

How we serve

We bring the best of our authentic selves, working as a diverse team , to achieve our highest potential in serving our clients.

What we offer

We provide innovative and high value solutions, by dedicated individuals, who are passionate about helping our clients to enable their own success.

We are looking for an individual that brings an entrepreneurial spirit, desire to build a business, and a passion for serving clients while collaborating with a high performing national practice.

The Financial Crime Technology Implementation Senior Consultant will support the execution and management of the technical and data-driven components involved in implementing financial crime risk and broader regulatory compliance systems. Our financial crime offerings span audits, model validations, and technology implementation and enhancement-providing consultants with exposure to a wide range of risk management disciplines and opportunities to expand their expertise. We are seeking a professional with a strong understanding of banking and compliance source system data, who can advise clients on effectively transforming and integrating that data into their compliance platforms.

Responsibilities:

  • Support large-scale AML advisory and consulting engagements for both large and mid-sized financial institutions.
  • Contribute to the definition and development of technical and data requirements for AML system implementations.
  • Assist with the configuration and customization of AML platforms to meet client needs.
  • Design, plan, and execute data-focused workstreams as part of AML technology deployments.
  • Perform detailed data analysis, mapping, and validation to ensure successful system integration and functionality.
  • Maintain a strong understanding of key regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC requirements.
  • Lead or support internal and client-facing meetings and presentations.
  • Foster collaborative relationships with clients, colleagues, and key stakeholders across engagements.
  • Develop innovative solutions to address both current and emerging global financial crime risks.
  • Demonstrate effective communication and consulting skills when engaging with senior executives, C-suite leaders, and regulatory bodies.
  • Apply strong business writing capabilities to produce clear, concise, and professional deliverables and reports.

Required Qualifications:

  • Bachelor's degree required.
  • Minimum of 3 years of experience leading data-focused projects within retail banking, professional services, or AML consulting environments.
  • Proven experience working with a variety of financial services data sources and systems, with a solid understanding of data management and integration best practices.
  • Proficiency in SQL, R, or Python for data extraction, transformation, and analysis.
  • Hands-on experience using data visualization tools such as Power BI or Tableau to develop interactive reports and dashboards.
  • Familiarity with core banking data, including deposits, loans, mortgages, wire transfers, and ACH transactions.
  • Excellent communication, organizational, and presentation skills with the ability to convey complex information clearly.
  • Strong writing, analytical, and problem-solving abilities, with the capacity to manage multiple priorities and meet deadlines.
  • Collaborative and team-oriented mindset, with experience working across diverse teams.
  • Strong research skills and proficiency in Microsoft Office applications; experience using online research tools is a plus.
  • Willingness to travel as needed for client engagements.

Preferred Qualifications:

  • Familiarity with banking compliance requirements, including laws applicable to anti-money laundering, including the BSA, USA PATRIOT Act and OFAC.
  • Experience with AML based systems such as Actimize, Mantas, Norkom, FCRM or SAS.
  • Experience working in a professional services or project-based environment managing the implementation of an AML System.

#LI-JB1 #FinancialCrime #GoCrowe

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

The application deadline for this role is 12/12/2025.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

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 Crowe, 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 $84,700.00 - $168,900.00 per year.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

View Now

Financial Crime Technology Implementation Senior Consultant

02298 Boston, Massachusetts Crowe

Posted today

Job Viewed

Tap Again To Close

Job Description

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Financial Crime Technology Implementation Senior Consultant

Job Summary:

Join our Consulting Financial Crime practice to lead our markets and the clients we serve within the financial services industry. From day one of your career, you will collaborate with our clients to transform their financial crime programs. We will enable an entrepreneurial and innovative environment for you to deliver transformative risk consulting services and to develop deeply specialized skill sets demanded in today's market.

For nearly 20 years, Crowe has been the leader in providing financial crime service to the financial community. We are a diverse, innovative, and driven group that operates across the country. We collaborate with the leading providers and organizations in financial services to bring our clients leading solutions.

Why we exist

To better enable our clients to realize their purpose by helping them to optimally achieve their goals.

How we serve

We bring the best of our authentic selves, working as a diverse team , to achieve our highest potential in serving our clients.

What we offer

We provide innovative and high value solutions, by dedicated individuals, who are passionate about helping our clients to enable their own success.

We are looking for an individual that brings an entrepreneurial spirit, desire to build a business, and a passion for serving clients while collaborating with a high performing national practice.

The Financial Crime Technology Implementation Senior Consultant will support the execution and management of the technical and data-driven components involved in implementing financial crime risk and broader regulatory compliance systems. Our financial crime offerings span audits, model validations, and technology implementation and enhancement-providing consultants with exposure to a wide range of risk management disciplines and opportunities to expand their expertise. We are seeking a professional with a strong understanding of banking and compliance source system data, who can advise clients on effectively transforming and integrating that data into their compliance platforms.

Responsibilities:

  • Support large-scale AML advisory and consulting engagements for both large and mid-sized financial institutions.
  • Contribute to the definition and development of technical and data requirements for AML system implementations.
  • Assist with the configuration and customization of AML platforms to meet client needs.
  • Design, plan, and execute data-focused workstreams as part of AML technology deployments.
  • Perform detailed data analysis, mapping, and validation to ensure successful system integration and functionality.
  • Maintain a strong understanding of key regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC requirements.
  • Lead or support internal and client-facing meetings and presentations.
  • Foster collaborative relationships with clients, colleagues, and key stakeholders across engagements.
  • Develop innovative solutions to address both current and emerging global financial crime risks.
  • Demonstrate effective communication and consulting skills when engaging with senior executives, C-suite leaders, and regulatory bodies.
  • Apply strong business writing capabilities to produce clear, concise, and professional deliverables and reports.

Required Qualifications:

  • Bachelor's degree required.
  • Minimum of 3 years of experience leading data-focused projects within retail banking, professional services, or AML consulting environments.
  • Proven experience working with a variety of financial services data sources and systems, with a solid understanding of data management and integration best practices.
  • Proficiency in SQL, R, or Python for data extraction, transformation, and analysis.
  • Hands-on experience using data visualization tools such as Power BI or Tableau to develop interactive reports and dashboards.
  • Familiarity with core banking data, including deposits, loans, mortgages, wire transfers, and ACH transactions.
  • Excellent communication, organizational, and presentation skills with the ability to convey complex information clearly.
  • Strong writing, analytical, and problem-solving abilities, with the capacity to manage multiple priorities and meet deadlines.
  • Collaborative and team-oriented mindset, with experience working across diverse teams.
  • Strong research skills and proficiency in Microsoft Office applications; experience using online research tools is a plus.
  • Willingness to travel as needed for client engagements.

Preferred Qualifications:

  • Familiarity with banking compliance requirements, including laws applicable to anti-money laundering, including the BSA, USA PATRIOT Act and OFAC.
  • Experience with AML based systems such as Actimize, Mantas, Norkom, FCRM or SAS.
  • Experience working in a professional services or project-based environment managing the implementation of an AML System.

#LI-JB1 #FinancialCrime #GoCrowe

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

The application deadline for this role is 12/12/2025.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

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 Crowe, 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 $84,700.00 - $168,900.00 per year.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe ( is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

View Now

Dallas Technology Audit & Financial Advisory (Financial Services) Senior Consultant

75215 Park Cities, Texas Protiviti

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

JOB REQUISITION
Dallas Technology Audit & Financial Advisory (Financial Services) Senior Consultant

LOCATION
DALLAS

ADDITIONAL LOCATION(S)

JOB DESCRIPTION

You Belong Here

The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver.

At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success . Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.

Where We Need You:

Protiviti is looking for a Technology Audit & Advisory Senior Consultant to join our growing Financial Services team.

Protiviti's Financial Services practice is widely recognized as a leading provider of consulting services across the three lines of defense for financial institutions. We empower our clients to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well controlled, and enabled by leading technologies.

What You Can Expect:

As a Senior Consultant, you will be a mentor, trainer, and coach to Interns and Consultants as you facilitate the successful completion of project work plans. You'll identify areas of risk and opportunities to increase efficiency. You'll strengthen relationships and deepen your abilities to communicate, gain trust, and network with client personnel and professional associates. At the direction of Managers, you may accept responsibility for decision-making in areas including establishing project scope and work plans, project staffing, preparation of deliverables, and application of methodologies. By focusing on clients and engagements in the financial services industry, you'll partner with highly regulated clients and deepen your understanding of financial services regulations.

At Protiviti, Technology Audit & Advisory focuses on:

  • Helping clients better manage risks associated with their use of technology, to protect and lead enterprise value.
  • Innovation: new ways of thinking and new ways of doing.
  • Technology enablement: analytics, automation and other new tools and methods.
  • Staying current: building skills in all areas of evolving technology.


Senior Consultants in Technology Audit & Advisory work with clients to assess, identify risk, advise, and consult on different technology related topics, including:
  • IT General Controls (ITGC)
  • IT Frameworks
  • Cybersecurity
  • Cloud Audit
  • Data Governance & Privacy
  • Enterprise Applications
  • Technology Resilience
  • Disaster Recovery
  • IT SOX
  • Analytics
  • Emerging Technologies
  • Control programs
  • Technology Enablement
What Will Help You Be Successful:
  • You enjoy identifying areas of business and technology risk, and opportunities to improve efficiency, increase performance, and help clients better utilize all technologies.
  • You are motivated to learn and interested in all things related to data and technology, including the latest trends and developments.
  • You are passionate about building relationships with clients and providing clients with exceptional experiences.
  • You have an inherent interest in project management and team leadership.
  • You contribute to a positive team culture that fosters open communication among all engagement team members.
  • You create development opportunities for others and ways for your team to improve our clients and communities.
  • You have interest in working with a diverse portfolio of clients across the financial services industry.
Do Your Talents Include the Following?
  • Experience with or understanding of:
  • IT audit methodologies and developing necessary audit deliverables, including process flows, work programs, audit reports, and control summaries.
  • Commonly used internal control frameworks, including COBIT, ISO 27001, NIST CSF, CIS, ITIL, etc.
  • Sarbanes-Oxley Act provisions and methodologies for achieving compliance, in particular the technology implications and requirements.
  • Financial services industry regulations.
  • Exposure to and/or interest in:
  • The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc.
  • Analytics and technology enablement (automation, AI/ML etc.).
  • Evaluating, summarizing, organizing, and interpreting data.
  • Establishing and cultivating business relationships and a professional network.
  • Ability to translate and communicate technology topics and audit issues to client personnel, including executives.
  • Supervisory experience of teams including mentoring, oversight and review of work, coordination across teams, and understanding how to motivate.
  • Experience performing documentation of findings and summarizing recommendations.
Your Educational and Professional Qualifications:
  • Bachelor's degree in a relevant discipline (e.g., Accounting, Finance, Information Technology, Cybersecurity, or business-related field).
  • 2+ years working in internal audit, consulting, assurance services, risk and control programs, or related field, either in professional services or within the financial services industry.
  • Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access.
  • Proficiency in PowerBI, Tableau, Alteryx, SQL, Python, and/or RPA Solutions a plus.
  • Professional certification such as CIA, CRMA, CISA, CISM, CISSP, or similar preferred.
Our Hybrid Workplace

Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements varies by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments.

#LI-Hybrid

Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.

Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.
$87,000.00 - $30,000.00

Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.
10%

The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.
95,700.00 - 143,000.00

Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year.

Learn more about the variety of rewards we offer at Protiviti at

Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.

Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran

As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.

Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call for assistance.

In your email please include the following:
  • The specific accommodation requested to complete the employment application.
  • The location(s) (city, state) to which you would like to apply.


For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.

Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.

JOB LOCATION
TX PRO DALLAS
View Now
Be The First To Know

About the latest Financial technology consultant Jobs in United States !

Financial Services

Atlanta, Georgia The ALZ Group LLC

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Description

Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys.

Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply.


What Does an Investment Advisor Representative Do?

As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments.


Your role will also involve:

  • Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions.
  • Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve.
  • Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community.


Qualifications

  • No prior experience is necessary; however, a strong desire to learn and succeed is essential.
  • Excellent communication and interpersonal skills.
  • Self-motivated with a positive attitude.
  • Ability to work independently as well as part of a team.
  • Strong interpersonal skills with the ability to communicate complex information clearly.
  • High level of persistence and resilience in overcoming objections.
  • A passion for helping others achieve peace of mind through financial security.


Benefits

  • Competitive salary with performance-based bonuses.
  • Monthly performance bonuses based.
  • Stock awards.
  • An opportunity to earn agency ownership.
  • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!)


If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

View Now

Financial Services

Atlanta, Georgia The ALZ Group LLC

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Description

Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys.

Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply.


What Does an Investment Advisor Representative Do?

As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments.


Your role will also involve:

  • Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions.
  • Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve.
  • Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community.


Qualifications

  • No prior experience is necessary; however, a strong desire to learn and succeed is essential.
  • Excellent communication and interpersonal skills.
  • Self-motivated with a positive attitude.
  • Ability to work independently as well as part of a team.
  • Strong interpersonal skills with the ability to communicate complex information clearly.
  • High level of persistence and resilience in overcoming objections.
  • A passion for helping others achieve peace of mind through financial security.


Benefits

  • Competitive salary with performance-based bonuses.
  • Monthly performance bonuses based.
  • Stock awards.
  • An opportunity to earn agency ownership.
  • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!)


If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

View Now

Supervisor, Patient Financial Services - Patient Financial Services

92108 Mission Valley, California Rady Children's Hospital San Diego

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

JOB SUMMARY:
Supervises staff in Patient Financial Services, overseeing daily team operations to ensure timely billing and collections on accounts receivables using the Epic Resolute Hospital Billing system and clearinghouses. Monitors staff productivity for both quantity and quality, ensuring appropriate actions and documentation are completed. Performs training for staff. Administers progressive disciplinary action, as needed, for performance and policy infractions. Monitors work processes to identify and implement process improvement opportunities. Ensures all billing and collection activities are compliant with federal, state, and industry standards and regulations.
MINIMUM QUALIFICATIONS:
Bachelor's Degree
2 years of experience - hospital billing, processing claim edits, denials, appeals and managing accounts receivable.
Experience with Epic Resolute Hospital Billing or similar hospital billing systems.
In lieu of Bachelor's: 5 years of experience in a lead/supervisory role OR 7+ years of progressive experience in revenue cycle accounts receibable for a large hospital or health system
PREFERRED QUALIFICATIONS:
5 years of experience
CHFP (Certified Healthcare Financial Professional)
CPAM (Certified Patient Account Manager)
CPAT (Certified Patient Account Tech)
**The current salary range for this position is $34.14 to $46.94**
Rady Children's Hospital is committed to compensation that is externally competitive and internally equitable. We demonstrate this commitment by conducting regular market reviews to remain competitive with organizations of similar size in the nonprofit, healthcare sector. The range listed above does not represent the full salary range for the position but is the expected hiring range for qualified candidates. Compensation decisions consider a variety of factors including experience, education, licensure, unique skillsets, organizational need, and internal equity. This posting will remain open from the "date posted" until the hiring manager has determined there is a sufficient applicant pool or until the position is filled.
EOE including disability/vet
View Now
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Financial Technology Consultant Jobs