Consultant - Financial Services

10606 White Plains, New York TransUnion

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Job Description

Job Opportunity at TransUnion

At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day.

What You'll Bring:

  • Minimum bachelor's degree in economics, behavioral economics, finance, statistics, industrial engineering, mathematics, social sciences, computer science, or related field(s)
  • Minimum 2 years of work experience preferably in retail banking, payments industry, data analytics, financial services, or consulting
  • Proficiency in Microsoft Excel, SQL, and PowerPoint
  • Ability to perform data analytics to draw insights out of data and develop a storyline for client presentations
  • Strong verbal and written communication skills to directly interface with internal stakeholders on a daily/weekly basis
  • Responsible for multi-faceted consulting/advisory relationship with market leading U.S consumer bank (credit cards, retail deposits and other loan types). Consulting engagement is comprised of the following products/services: syndicated benchmark studies, dedicated analytics, and modeling solutions
  • Provide support in the areas of business strategy, product management, pricing/profitability, customer rewards, prospect targeting, and risk/fraud

Impact You'll Make:

  • Supports creating a project scope and analytic approach in response to requests from stakeholders
  • Ability to manage day-to-day communications and status update meetings to align on work objectives
  • Ability to independently manage own workflow for analytic projects
  • Provides oversight and technical support to other team members
  • Validates that data is accurate and deliverables are client ready both for work produced by the individual and by other team members

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position.

Benefits:

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.

Pay Scale Information: The U.S. base salary range for this position is $62,000.00 - $90,000.00 annually. The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. The application window for this job posting is estimated to close on 06/27/2025. Job postings may come down early or be extended due to business need or volume of applicants.

TransUnion's Internal Job Title: Specialist II, Business Operations

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Financial Services Manager - Regulatory & Financial Risk

07960 Morristown, New Jersey Deloitte

Posted 11 days ago

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Job Description

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

10606 White Plains, New York Axiom Law

Posted 3 days ago

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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

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Business Development Executive - Financial Services

07308 Jersey City, New Jersey Avanade Inc.

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Business Development Executive - Financial Services
Avanade seeks a Business Development Executive, at Senior Manager level, who is a deal hunter, deal maker, originator and self-starter who can develop and win new business in a complex consulting environment with sophisticated technology solutions. For this role, we are looking for people with experience in net new sales where you are selling digital transformation and consulting services (e.g. cloud implementation, business applications integration, etc.) to Financial Services accounts.
Come join us
Are you the one who isn't afraid to break the mold and who gets passionate about the power of digital to transform organizations and ways of working? Because we are building teams of people like that to help our clients unlock the power they need now and own what is next. Together we do what matters.
What you'll do
* You will be responsible for identifying high potential transformation deals, leading, and running many of the entire sales cycles.
* You will drive new and incremental revenue by prospecting, acquiring, and developing new and fast-growing business with direct clients in your area of expertise.
* You will also work closely with partners driving new business.
* You will build a pipeline for growth and closing business, including statements of work and contracts.
* You will interact with Avanade's, new and current clients, gain referrals from them, and form strong trust relationships that open doors and close deals.
* You will maintain an extensive knowledge of current market conditions, contending offerings and current penetration of services and solutions.
Required skills and experiences
* 10+ years of experience selling across multiple Microsoft Solution areas (Apps & Infra, Modern Workplace, Biz Apps and Data & AI), including consulting engagements.
* Prior consultative sales experience at a Big Four firm or Microsoft partner.
* Experience in solution selling within the Financial Services (Banking) industry.
* Proven capability to operate effectively within complex, matrixed organizations.
* Demonstrated success in consistently exceeding $10M in annual individual revenue goals.
* Expertise in negotiation and acting as a trusted advisor.
* Proficient in account planning and pipeline management.
* Proven customer interface and presentation skills.
* Ability to leverage networks to increase influence.
About you
Characteristics that can spell success for this role
* You are a team leader, deal hunter, deal idea maker, deal originator within Financial Services accounts.
* You identify with being a self-aware, self-starter who develops and wins new business in a complex consulting environment with sophisticated technology solutions.
* You love to work collaboratively with energy, drive and dedication to overcome obstacles to achieve your goals.
* You take ownership and encourage others to make a positive impact.
* You have superb interpersonal skills and can establish strong relationships.
* You anticipate and neutralize obstacles and objections.
* You are a skillful influencer of internal and external resources.
Enjoy your career
* Some of the best things about working at Avanade:
* Opportunity to work for Microsoft's Global Alliance Partner of the Year (14 years in a row), with exceptional development and training (minimum 80 hours per year for training and paid certifications)
* Real-time access to technical and skilled resources globally
* Dedicated career advisor to encourage your growth
* Engaged and helpful coworkers genuinely interested in you
Find out more about some of our benefits
(1) Employee Benefits at Avanade | Avanade
A great place to work
As you bring your skills and abilities to Avanade, you'll get distinctive experiences, limitless learning, and ambitious growth in return. As we continue to build our diverse and inclusive culture, we become even more innovative and creative, helping us better serve our clients and communities. You'll join a community of smart, supportive collaborators to lift, mentor, and guide you, and to lean on your expertise. You get a company purpose-built for business-critical, leading-edge technology solutions, committed to improving the way humans work, interact, and live. It's all here, so take a closer look!
We work hard to provide an inclusive, diverse culture with a deep sense of belonging for all our employees. (2) Visit our Inclusion & Diversity page
Create a future for our people that focuses on: - Expanding your thinking - Experimenting courageously - Learning and pivoting
Inspire greatness in our people by: - Empowering every voice - Encouraging boldness - Celebrating progress
Accelerate the impact of our people by: - Amazing the client - Prioritizing what matters - Acting as one
Learn more
To learn more about Avanade check out these links:
(3) LinkedIn
(4) Inside Avanade Blog
(5) Avanade Careers
Compensation for roles at Avanade varies depending on a wide array of factors including but not limited to the role, skill set and level of experience?As required by local law, Avanade provides a reasonable base salary range of compensation for roles that may be hired throughout North America, as set forth below:
Base Salary Range: $20,000 - 142,500 + competitive pay mix
References
Visible links
1. work hard to provide an inclusive, diverse culture with a deep sense of belonging for all our employees. Avanade believes that all persons are entitled to equal employment opportunities, and we do not discriminate against our employees, applicants, or job seekers because of their race, color, gender, religion, national origin, disability, veteran status, age, marital status, sexual orientation, genetic information, gender identity, or any other protect group status as defined by law.
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Lead Financial Services Representative - IOM

11531 Garden City, New York Northwell Health

Posted 1 day ago

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Job Description

**Req Number** 162474
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.
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Client Service Associate (Financial Services)

07054 Parsippany, New Jersey Hennion & Walsh

Posted 2 days ago

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Job Description

Client Service Associate (Financial Services)

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.
Your Role

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.
Qualifications
  • 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
Benefits:
  • 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!
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Director, Insurance Risk Financial Services

08899 Edison, New Jersey Hackensack Meridian Health

Posted 7 days ago

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Job Description

Our team members are the heart of what makes us better.
At **Hackensack Meridian** **_Health_** we help our patients live better, healthier lives - and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It's also about how we support one another and how we show up for our community.
Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change.
The **Director, Insurance Risk Financial Services** establishes, directs, and manages a system wide enterprise and insurance risk management program for Hackensack Meridian Health (HMH). Responsible for the strategic and operational leadership and management of the organization's insurance and alternative risk finance program. Establishes and implements an appropriate ERM framework including risk policies, metrics, reporting and monitoring and ensures alignment of the ERM with corporate strategy. Develops and maintains collaborative relationships within HMH to support risk identification, risk solutions and loss prevention initiatives.
Position will be hybrid (2-3 days) in office as well as travel to HMH sites and potential to travel to various insurance markets.
**Education, Knowledge, Skills and Abilities Required:**
+ 10-15 years of experience in either insurance, risk management, underwriting, insurance brokerage organization
+ Experience with complex insurance programs and alternative risk finance programs, including captive insurance and self insurance programs including, hospital professional and physician professional liability
+ Working understanding of State of New Jersey and Federal insurance regulations; Bermuda captive insurance company regulations
**Education, Knowledge, Skills and Abilities Preferred:**
+ Bachelor's of Science Degree
+ Experience in leading insurance and risk finance programs for a large complex organization; healthcare organization a plus
**Licenses and Certifications Required:**
+ Risk Management (ARM) or other similar professional designation
If you feel that the above description speaks directly to your strengths and capabilities, then please apply today!
167117
Starting at $153,732.80 Annually
HMH is committed to pay equity and transparency for our team members. The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package.
The starting rate of pay is provided for informational purposes only and is not a guarantee of a specific offer. Posted hourly rates may be stated as an annual salary in the offer and posted annual salaries may be stated as an hourly rate in the offer, depending on the level and nature of the job duties and credentials of the candidate. The base compensation determined at the time of the offer may be different than the posted rate of pay based on a number of non-discriminatory factors, including but not limited to:
+ Labor Market Data: Compensation is benchmarked against market data to ensure competitiveness.
+ Experience: Years of relevant work experience.
+ Education and Certifications: Level of education attained, including specialized certifications, credentials, completed apprenticeship programs or advanced training.
+ Skills: Demonstrated proficiency in relevant skills and competencies.
+ Geographic Location: Cost of living and market rates for the specific location.
+ Internal Equity: Compensation is determined in a manner consistent with compensation ranges for similar roles within the organization.
+ Budget and Grant Funding: Departmental budgets and any grant funding associated with the job position may impact the pay that can be offered.
Some jobs may also be eligible for performance-based incentives, bonuses, or commissions not reflected in the starting rate. Certain positions may also be eligible for shift differentials for work performed on evening, night, or weekend shifts.
In addition to our compensation for full-time and part-time (20+ hours/week) job positions, HMH offers a comprehensive benefits package, including health, dental, vision, paid leave, tuition reimbursement, and retirement benefits.
HACKENSACK MERIDIAN HEALTH (HMH) IS AN EQUAL OPPORTUNITY EMPLOYER
All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, sex, sexual orientation, gender identity or expression, pregnancy, breastfeeding, genetic information, refusal to submit to a genetic test or make available to an employer the results of a genetic test, atypical hereditary cellular or blood trait, national origin, nationality, ancestry, disability, marital status, liability for military service, or status as a protected veteran.
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Tax Director - Personal Financial Services

07932 Florham Park, New Jersey PwC

Posted 11 days ago

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Job Description

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Support team to disrupt, improve and evolve ways of working when necessary.
+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
+ Identify gaps in the market and spot opportunities to create value propositions.
+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
+ Create an environment where people and technology thrive together to accomplish more than they could apart.
+ I promote and encourage others to value difference when working in diverse teams.
+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
+ Influence and facilitate the creation of long-term relationships which add value to the firm.
+ Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
8 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates thought leader-level abilities and/or a proven record of success as a team leader and consulting with high net worth individuals on some of the following areas:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work. Demonstrates thought leader-level abilities and/or a proven record of success as a team leader:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work.
+ Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
+ Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships;
+ Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
+ Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation. Demonstrates thought leader-level abilities and/or a proven record of success of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:
+ Financial planning;
+ Wealth transfer planning; and,
+ Business succession planning or trust and estate work.
+ Possessing comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance;
+ Possessing considerable experience identifying and addressing client needs; developing and sustaining deep client relationships;
+ Leading as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset; and,
+ Leading teams to generate a vision, establish direction and motivate members - create an atmosphere of trust, leverage diverse views, coach staff and encourage improvement and innovation.
+ Innovating through new and existing technologies, along with experimenting with digitization solutions;
+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;
+ Utilizing digitization tools to reduce hours and optimize engagements; and,
+ Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $150,000 - $438,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
View Now

Tax Manager - Personal Financial Services

07932 Florham Park, New Jersey PwC

Posted 11 days ago

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Job Description

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
5 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials.
+ Supervising teams to create an atmosphere of trust;
+ Seeking diverse views to encourage improvement and innovation; and,
+ Coaching staff including providing timely meaningful written and verbal feedback.
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
View Now

Financial Services Global Structuring - Manager

07932 Florham Park, New Jersey PwC

Posted 11 days ago

Job Viewed

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Job Description

**Specialty/Competency:** International Tax Services
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Alternative Investments practice, within International Tax services, will provide you with the opportunity to help multinational companies address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. You'll gain a global perspective and an awareness of tax issues stemming from changes to evolving business structures and geographic expansions.
Our team provides our clients with investment advice based on expected tax leakage and associated tax risk. You'll focus on assessing global tax risk for an offshore entity based on its operating jurisdictions and offering investment solution to minimise risk exposure.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the ITS FS team you are expected to manage our firm-sponsored legal entity information database, focusing on tax attributes. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for maintaining project success and upholding top standards, motivating and inspiring others to deliver quality, and leveraging team strengths to meet client expectations.
Responsibilities
- Manage and maintain the firm's legal entity information database
- Lead teams and oversee client accounts
- Focus on strategic planning and mentoring junior staff
- Assure project success and uphold exceptional standards
- Motivate and inspire team members to deliver quality
- Leverage team strengths to meet client expectations
- Implement technology-enabled solutions for tax advisory
- Drive digitization, automation, and increased efficiencies
What You Must Have
- Bachelor's Degree
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
- A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study
What Sets You Apart
- Master of Laws in Taxation preferred
- Experience with private equity ownership structures
- Knowledge of U.S. tax concepts and classifications
- Familiarity with Microsoft Office Suite
- Experience in automation and digitization
- Building and utilizing client relationships
- Supervising teams for tax compliance
- Coaching staff with meaningful feedback
- Developing new relationships and selling services
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
View Now
 

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