B. Riley Financial jobs in Needham, MA - 22094 jobs
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Saint Augustine, FL job
Your Opportunity:
Assistant Store Manager InstaLoan St. Augustine, FL
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $ per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$29k-36k yearly est. Auto-Apply 3d ago
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Private Equity Fund Admin Associate - NAV & Reporting
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively.
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$101k-135k yearly est. 4d ago
Trademark Data Management Analyst
Source One Technical Solutions 4.3
Summit, NJ job
Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical client in Summit, NJ
No Third-Party, No Corp to Corp, No Sponsorship
Title: Trademark Data Management Analyst
Location: Summit, NJ
Hybrid: (Mon-Fri, 40 hours)
Contract Duration: 12 months, with likely extension
Pay Rate: $33.57 per hour (w2)
PLEASE NOTE: To be considered for this position you must have a minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes.
Job Description:
The IP Operations Assistant role is designed for an experienced, proactive, and self-starting individual seeking to work in a supportive and team-oriented setting. The position focuses on assisting with trademark data review, verification, and related administrative tasks, requiring interaction with in-house and outside counsel as well as business teams.
Key Responsibilities:
Interpret trademark correspondence to identify data entry errors and resolve inquiries from outside counsel.
Manage trademark assignment and chain of title changes, including communication with outside counsel.
Verify details of Powers of Attorney (POA), assignments, and related documents, preparing themfo r attorney signature, notarization, and legalization.
Support the IP Operations Manager in departmental projects such as organizing POAs, running reports, and data verification.
Assist with overflow projects and provide backup during team members' absences.
Job Requirements:
MUST HAVE A Minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes.
Required proficiency in trademark IPMS databases, preferably Memotech.
Understanding of trademark law sufficient to perform duties with minimal supervision.
Strong organizational, teamwork, and time management skills with attention to detail and problem-solving abilities.
Experience handling high-volume, complex data with the ability to multitask and work under pressure.
Proficiency in Excel (including advanced data analysis and manipulation such as pivot tables), Microsoft Outlook, and Adobe Acrobat.
Proven ability to manage projects independently while providing clear updates to the IPOperations Manager.
Preferred but not required: New Jersey Notary certification.
Comfortable using information technology and document management tools.
Strong written and verbal communication skills, capable of effective interaction at all company management levels.
A leading financial institution is seeking a Branch Manager in Summit, NJ, focused on exceeding customer expectations and leading the branch to success. The ideal candidate will have strong leadership experience, proven sales management skills, and a commitment to delivering exceptional customer experiences. Responsibilities include coaching staff, driving sales growth, and connecting with the community. This role offers a competitive salary range of $91,043.70 to $112,530.00 annually, with various benefits and growth opportunities.
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$91k-112.5k yearly 4d ago
Software Engineer
Antler 3.7
New York, NY job
We're looking for a senior software engineer with experience developing in early‑stage or high‑growth environments to join our team. As a foundational member of the engineering team, you'll collaborate directly with our founders to design, build, and test new product features from conception to roll out. Every week, you'll ship new functionality and have the agency and autonomy to undertake complex engineering problems.
This is a unique opportunity for someone who wants to be on the ground floor of a generational platform redefining advertising and creator monetization on the web. If you are driven by impact at scale, we'd love to work with you!
Qualifications
You have 8+ years of experience building and scaling high‑quality, maintainable, products from the client to the server
You are comfortable working across the stack, and you enjoy building features, as well as designing and scaling architecture
You are a human‑centric product thinker who loves thinking about how technology can best be used to enhance people's lives
You appreciate good design, and you get excited to translate that into functional experiences that people use every day
Personal Attributes
Nimble, hungry, humble, and adaptive to change
You are excited to learn and grow in a fast‑paced environment
A true problem‑solver and self‑starter, with incredible ambition and drive
Competitive and highly motivated to exceed expectations What You'll Get
The opportunity to build a generational business
Competitive compensation package, including equity and competitive benefits (comprehensive healthcare - medical, dental, and vision; 401K plan; and other benefits)
A collaborative, transparent, and engaging work environment
The estimated base compensation for this role is between $150,000 & $225,000. Individual compensation is determined by skills, qualifications, and experience. In addition, this role is eligible for equity and competitive benefits.
About Agentio
Agentio is the first ad platform for creator content - we aim to transform the future of advertising. We believe that it should be as easy for brands to buy the most performant and efficient ad unit - starting with YouTube creator integrations - as buying Meta and Google ads. Before Agentio, this wasn't possible. We have just closed our $12M Series A, led by Benchmark (Nov 2024), with follow‑on investments from our Seed round co‑leads, Craft and AlleyCorp. We have raised $16.25M to date.
We're ushering in the future of brand and creator partnerships by enabling authenticity and trust to be purchased at scale. We aim to shift a meaningful portion of the $600B digital ad spend market to creators - to enable them to create, build, and live off their work. This isn't possible without an ad platform that gives advertisers end‑to‑end automation, which reduces weeks‑long processes to seconds.
We believe that Agentio can be The Trade Desk of the future, and so much more. We're looking for the world's best talent to help us achieve our incredible ambitions, be instrumental in creating a strong culture, and earn ownership in a generational company.
Agentio does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of Agentio. Agentio is an equal‑opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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$150k-225k yearly 3d ago
Attorney - Intellectual Property
Grayrobinson, P.A 4.5
Miami, FL job
GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues.
Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary.
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer.
Please click here to submit your cover letter and resume and apply.
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$52k-95k yearly est. 3d ago
Financial Partner/Universal Associate
Heritage Financial Credit Union 4.4
Wappingers Falls, NY job
Join a Purpose-Driven Team at Heritage Financial Credit Union
Where Integrity, Excellence, Teamwork, and Community Matter!
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union
Engage in conversations with business members about available commercial loan products and their structures
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources
Submit thorough referrals to the Commercial Loan Department
Understand the documentation required for initiating a commercial loan application
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality
Meet or exceed established performance goals
Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures
Performing account and loan intake and funding
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads
Effectively perform Lobby Engagement and First Impression Opening daily
Ability to open and close the branch as assigned by branch management
Requirements:
EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor's degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:
Critical thinker with the ability to creatively solve problems and develop business plans.
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.
Effective communication with team members and peers to foster a supportive and collaborative network.
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.
Needs-based selling with exception product knowledge.
Microsoft Office Software.
$20-23 hourly 1d ago
Citizens Branch Manager
Citizens Bank 3.7
Summit, NJ job
At Citizens, we're focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our strategic goals to acquire, retain, and grow the business. As a Branch Manager (BM), you will lead your team in exceeding customer expectations, nurturing relationships that drive long‑term success.
In this role, you'll spearhead branch performance, sales growth, and an outstanding colleague and customer experience. By leveraging inspirational leadership, collaborative partnerships, and sound operational practices, you will create and sustain a strong customer‑centric culture. As both a leader and coach, you'll help your team achieve individual and collective performance and sales goals through innovative solutions that address customer needs and deliver product and service value.
A successful BM thrives in a digital‑first environment, showcasing the seamless accessibility of mobile and online banking platforms to customers. You'll play a pivotal role in building a diverse talent pipeline, developing your colleagues to meet evolving business needs, and prioritizing performance and growth. With a focus on continuous learning, you'll implement coaching plans that inspire your team to achieve personal and branch‑wide goals.
To succeed, you must effectively communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence. As the branches execution and outcomes owner, you'll combine financial acumen with strategic insights to guide decision‑making and deliver results. Leading by example, you will direct all colleague and sales activities to ensure key targets are not only met but exceeded.
As a visible and engaged brand ambassador, you will connect with the local community to cultivate new customer relationships and existing ones.
Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications
High School diploma or equivalent required
Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world‑class customer service, and operational integrity in a high‑volume branch environment
4 years sales management experience in Retail or Branch Banking environment
Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
Drive an exceptional customer experience validated through customer satisfaction surveys
Maintain strong partnerships with community & civic organizations
Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS
Preferred Qualifications
Associate's or Bachelor's degree preferred
Retail banking
Talent sourcing & assessment
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency: The salary range for this position is $91,043.70‑$112,530.00 per year. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker‑reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
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$91k-112.5k yearly 4d ago
Senior Credit Risk Analyst
Broadstone Net Lease, Inc. 4.2
Victor, NY job
The Senior Analyst, Credit Risk will support the timely and accurate production of detailed financial analysis and prepare financial reports, findings, and recommendations to inform decision making. The ideal candidate will be experienced in financial statement analysis and evaluation methods; have excellent writing, presentation, and interpersonal skills; be able to communicate and work well with internal colleagues and external tenants at all levels; and desire to advance one's and others' knowledge through data analysis.
Essential Job Duties & Responsibilities:
Complete comprehensive analysis on prospective and existing tenants to identify trends, measure performance, assess financial strength, and identify potential risks
Compare financial statements of tenants being evaluated with those of similar establishments in the same industries and markets
Maintain financial reports that summarize the overall financial position of the tenant portfolio
Track industry trends and tenant news
Translate findings into clear, concise written and verbal presentations and make recommendations to the Director, Credit Risk and senior management regarding investment opportunities
Assist the Director, Credit Risk in preparing applicable portfolio credit information to be included in various Board of Director and Investment/Portfolio Review Committee reporting
Perform sensitivity analysis to assess how variations in modeling assumptions impact the tenant's financial performance
Responsible for calculating and reporting quarterly credit metrics including tenant risk ratings, aggregate investment grade percentage, site-level rent coverage ratios, and watchlist statistics
Build and maintain effective relationships with tenants and collaborate closely with internal finance, underwriting, acquisitions, and property management teams
Assist the Director, Credit Risk in quarterly portfolio monitoring, including site-level reporting and analysis of agency investment grade credit ratings
Continue to improve and develop tenant financial analysis tools, procedures, and reports
Travel to corporate headquarters located in Victor, NY for employee events and training as necessary
Executes duties and maintains standards in accordance with company policies and procedures
Additional duties as required
Overtime hours may be required as job duties demand
Skills/Qualifications:
Strong financial analysis skills with an in-depth ability to read, evaluate, and understand internal and audited financial statements and SEC filings
Strong quantitative and qualitative analysis, data manipulation and due diligence skills, with the ability to apply data management skills to complex business situations
Knowledge of financial ratio analysis and GAAP accounting
Understanding of finance, real estate, and capital markets terms and concepts
Effective verbal and written communication skills with ability to effectively present data and findings
Strong attention to detail with a focus on quality and accuracy in a fast-paced environment
Experienced information gathering and information monitoring skills
Effective decision-making skills and an ability to perform under deadline pressure
Demonstrated ability to take ownership of assigned tasks and processes, with an ability to prioritize multiple projects and a commitment to meet strict deadlines
Proficiency in Microsoft Office applications including Word, PowerPoint, Outlook, and Excel
Strong collaborator with a proven ability to work across teams, functions, and levels of the organization
Education/Experience:
Bachelor's degree in finance, accounting or related field from a four-year accredited college or university required
3-5+ years of finance/underwriting experience in a professional services environment
Experience with Moody's and/or S&P tools preferred
Formal credit training, commercial credit underwriting experience preferred
Experience working with Power BI a plus
Experience working with MRI commercial property management software a plus
$93k-134k yearly est. 1d ago
Senior Private Tax Strategy Leader
Price Waterhouse Coopers 4.5
Melville, NY job
A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered.
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$112k-151k yearly est. 3d ago
Wealth Market President, Southeast - Lead Growth and Talent
TD Bank 4.5
Fort Lauderdale, FL job
A leading financial institution in Fort Lauderdale is seeking a dynamic individual for a senior position in their wealth management division. You will lead a talented team, ensuring compliance and fostering client relationships while driving business results. Ideal candidates should have extensive experience in the banking industry, be adept in leadership roles, and possess strong communication skills. This role offers a unique opportunity to shape the future of wealth services in a supportive and diversified environment.
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$141k-250k yearly est. 13h ago
Compliance - Risk Management and Compliance Governance Director - Executive Director
Jpmorgan Chase & Co 4.8
New York, NY job
Brooklyn, NY, United States and 1 more
Job Information
Job Identification 210676172
Job Category Firmwide Risk and Compliance
Business Unit Corporate Sector
Posting Date 01/02/2026, 04:20 PM
Locations 4 Chase Metrotech Ctr, Brooklyn, NY, 11245, US 1111 Polaris Pkwy, Columbus, OH, 43240, US
Job Schedule Full time
Job Shift Day
Job Description
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Global Financial Crimes Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Global Financial Crime Compliance Governance Director within the Compliance, Conduct and Operational Risk (CCOR) team, you will be tasked with the strategic development and oversight of the technology and governance programs for the Know Your Customer (KYC) team. Your responsibilities will include managing KYC and Customer Escalations, as well as the team's governance process, which encompasses committee, change management, and LOB oversight with a focus on LOB metrics. You will work closely with upstream teams and technology to streamline the management of regulatory changes and integrate information into the team's digital policy tool. Additionally, you will supervise the team's Regulatory Exams, Audits, and controls testing, and manage the technology that supports document maintenance. You will be instrumental in promoting innovation to scale the platform in line with the team's new regulation mapping process and creating synergies across the Customer Escalation Standard and KYC Governance program. Your role will also involve executing strategy, developing new strategic initiatives, managing the team's controls framework including CORE controls, providing direction on policy changes, offering advisory, and leading strategic firmwide KYC initiatives. Lastly, you will be expected to lead, mentor, and develop a team of professionals, fostering a culture of integrity, accountability, and excellence.
Job Responsibilities
Direct team governance processes, including committee management, change management, and oversight of Lines of Business (LOBs), with responsibility for LOB metrics.
Manage teams responsible for making updates to policy requirements in accordance with change management and governance processes, as well as in partnership with LOB and Compliance stakeholders.
Collaborate with LOBs on KYC-related matters, providing credible challenge as the Firm's KYC subject matter expert, particularly regarding the Global KYC Standard.
Lead the firm's AML and Sanctions Risk Assessment Program, driving transformation initiatives.
Administer the firm's Customer Escalation Standard and Terminated Party List.
Coordinate the team's management of Regulatory Exams, Audits, and controls testing.
Develop and maintain strong partnerships with senior business management and counterparts in Legal, Audit, Control, and Risk.
Execute existing strategy and develop new strategic initiatives for the team.
Manage the team's controls framework, including controls outlined within CORE
Lead, mentor, and develop a team of professionals, promoting a culture of integrity, accountability, and excellence.
Required qualifications, capabilities, and skills
10+ years AML/BSA/KYC Compliance or other related experience such as Risk management, Audit or similar Control-related experience that includes policy writing.
Strong understanding of relevant statutory and regulatory AML/KYC requirements globally, with the ability to understand, interpret and apply complex regulatory requirements to business practices.
Ability to establish credibility, strong partnerships and influence a broad stakeholder group which includes regulators, senior business leaders, control functions, and corporate partners globally.
Possess strong written and oral executive-level communications skills.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Our Compliance teams work globally across all lines of business to advise internal stakeholders on the impact of regulatory requirements and how to balance these with the firm's needs. Their diverse mandate means they also provide input on new business strategies, product lines, policies, training, operational processes, risk mitigation and control.
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$122k-151k yearly est. 1d ago
Service Desk Supervisor
Omega Systems 4.1
Elmwood Park, NJ job
Service Desk Supervisor
Reports To: Service Desk Manager
Division: Service Desk
FSLA: Exempt
Office Designation: Elmwood Park-In Office, Hybrid
Omega Systems is looking for a Service Desk Supervisor to guide our Service Desk operations, drive excellence in customer support, and ensure compliance with company standards and security policies.
You'll lead a talented team, set the vision for service delivery, and foster professional growth while implementing best practices that elevate performance and customer satisfaction.
Functional Responsibility and Task Statements
Operational Responsibilities
Supervising end-user services and technical support services.
Supervise and oversee day-to-day operations regarding proper ticketing procedures, reporting and technical support via phone.
Provide consistent training and mentoring to members.
Ensure Omega is providing a high level of customer service by performing Quality Assurance processes including but not limited to direct monitoring of employee interactions and analyzing reporting to identify incorrect behaviors and patterns.
Onboard new Omega Service Desk Employees including systems access, training, and confirming proper Omega processes on a regular basis.
Supervise group - including recruitment, supervision and coaching, scheduling, development, evaluation, and performance.
Create, Update, and Improve Documentation to ensure high level of service.
Review Timesheets Weekly
Establish and maintain regular written and in-person communications with the organization's executives, department heads, and end users regarding pertinent IT activities.
Ensures enforcement of procedures to maintain security and access and protect against viruses, hackers, vandals, acts of God, and accidental user mistakes.
Leadership and People Responsibilities
Work with other colleagues within OMEGASYSTEMS teams to deliver an effective Customer support service offering
Help ensure Customer support services teams are focused on achieving results using all resources available from initiation to resolution
Ensure that effective working relationships at all levels are achieved by simplifying complex technical messages and acting as an advocate of OMEGASYSTEMS Customer support teams both externally and internally.
Technical Responsibility and Task Statements
Administrate and facilitate personnel to hire and retain staff.
Assist in team building, maintain work schedules, perform appraisals, and organize staff for optimum effectiveness.
Establish staff training and development programs related to technical services.
Develop measures and controls to ensure performance standards and goals are achieved.
Develop and maintain Key Performance Indicators (KPIs) around testing performed within team.
Mentor and develop direct reports through personal behaviors.
Ensure to provide customer satisfaction across all technical service offerings.
Provide monthly technical activity and status reports
Incumbent(s) in this position may be required to perform other duties and special assignments not specifically stated.
Environmental: The job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, etc.
Travel Requirements: Minimal travel is required for this position.
Desired Qualifications and Skills
Required
Bachelor's degree in a job-related discipline or equivalent working experience.
Minimum of five years of technical experience.
Must have former technical supervisory experience preferably in a Call Center or similar environment.
Knowledge of servers and network operating systems; wide area networks, telephone systems, internet services, electronic mail, web services, microcomputers and other hardware and a variety of software.
Ability to: develop and recommend strategic and tactical plans for the delivery of technical services.
Ability to communicate technical/complex information both verbally and in writing.
Analyze and problem solve a variety of highly technical issues; effectively negotiate/influence others; establish and maintain effective working relationships with internal and external personnel at all levels
EEO STATEMENT
It is the Company's policy to provide equal employment opportunity for all applicants and employees. Omega Systems provides equal employment opportunities to all qualified individuals without regard to actual or perceived race including hair texture and natural hair styles), color, religion, religious creed (including religious dress and religious grooming practices), sex (including pregnancy, perceived pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity (including transgender identity, status and transitioning), gender expression and sex stereotyping, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition or information (including genetic information), family care or medical leave status, military caregiver status, military status, veteran status, marital status, domestic partner status, sexual orientation, status as a victim of domestic violence, sexual assault or stalking, enrollment in a public assistance program, engaging in protected communications regarding employee wages, requesting a reasonable accommodation on the basis of disability or bona fide religious belief or practice, or any other basis protected by local, state, or federal laws. Applicants, as well as employees, who are or become disabled must be able to perform the essential job functions with or without reasonable accommodation. The Company shall determine reasonable accommodation on a case by case basis in accordance with applicable law.
$60k-121k yearly est. 1d ago
Florida Banking Legal Counsel & Strategy Lead
First Bank 4.6
Miami, FL job
A financial institution in Miami is seeking an experienced VP Legal Counsel to oversee legal activities across the Florida region. The successful candidate will manage legal risks and provide strategic counsel to the bank's management and teams on various legal matters, ensuring compliance with applicable laws. Applicants must hold a Juris Doctor (JD) and possess at least 10 years of relevant experience in law, particularly in financial institutions. This role requires bilingual proficiency in English and Spanish and strong analytical skills.
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$50k-87k yearly est. 13h ago
Senior Construction Project Manager
Yellowstone Real Estate Investments 3.9
New York, NY job
Headquartered in Manhattan, Yellowstone Real Estate Investments is a development firm specializing in opportunistic and value-added real estate transactions across the United States. Yellowstone invests in both equity and debt across the capital structure, applying rigorous investment criteria to generate superior risk-adjusted returns. Our company is dedicated to identifying and capitalizing on high-potential real estate opportunities.
Role Description
This is a full-time on-site role for a Senior Construction Project Manager, located in New York, NY. The Senior Construction Project Manager will oversee the planning, coordination, and execution of construction projects from inception to completion. Key responsibilities include managing project timelines and budgets, ensuring quality standards, liaising with stakeholders, and ensuring compliance with relevant regulations and safety protocols.
Qualifications
Project Coordination and Construction Project Management skills
Expertise in Budgeting and Construction Management
Strong Project Management experience
Excellent leadership and communication skills
Ability to work effectively with a range of stakeholders
Bachelor's degree in Construction Management, Architecture, Engineering, or a related field
Proven track record on construction projects in New York.
$63k-74k yearly est. 5d ago
Private Client Banking Advisor
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations.
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$92k-145k yearly est. 13h ago
Executive Director, Global Risk & Compliance Governance
Jpmorgan Chase & Co 4.8
New York, NY job
A leading global financial institution is seeking a Governance Director in Risk Management and Compliance to oversee KYC initiatives and manage compliance processes. The ideal candidate will have over 10 years of experience in AML/BSA/KYC Compliance, with capabilities in risk assessment and strong communication skills. This role requires leadership and strategic oversight of governance programs, aiming to enhance operational efficiency and compliance with regulatory standards. Competitive compensation and a comprehensive benefits package are offered.
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$203k-305k yearly est. 1d ago
Director, eCommerce Payments Solutions
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial services firm in New York is seeking a Product Solutions Director to guide sales advisory and optimize complex problem-solving in eCommerce Payments. This role requires extensive experience in product solutions and sales strategies, with a passion for delivering client-centric solutions. The ideal candidate should have over 8 years in leadership roles and expertise in the financial sector, along with a track record of transforming sales and technology.
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A leading financial institution in New York is seeking an experienced Private Client Banker to manage client banking relationships. You will provide exceptional service, educate clients on digital banking solutions, and actively engage in acquiring new clients. A high school degree is required plus experience in financial services sales. This role expects a strong relationship-oriented approach and excellent communication skills, offering a dynamic work environment with development opportunities.
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$114k-147k yearly est. 13h ago
Senior Audit Manager: Lead Engagements & Client Impact
Uhy LLP 4.7
Melville, NY job
A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment.
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