A leading accounting firm in New York is seeking a Tax Senior Manager to oversee tax planning and compliance for high net worth individuals. The ideal candidate has over 8 years of experience in tax compliance, exceptional leadership skills, and proficiency in business development. This role offers a hybrid working model and requires CPA or IRS Enrolled Agent Certification. Competitive salary range from $120,000 to $200,000 based on experience.
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At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are looking to hire an Accounting Manager with Healthcare Industry experience to join our Outsourced Accounting & CFO practice, in a fully remote role. As an Accounting Manager, you will help our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.
Please note that this is a fully-remote position, but you must be available to work Eastern and/or Central time zones.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What work you will be responsible for:
Assist in the financial planning, budgeting, procurements, or investment activities for all or part of an organization.
Prepare financial information or direct preparation of financial information by staff.
Prepare financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies.
Monitor ratio and key performance indicators (KPI).
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing actions.
Lead projects for audit, due diligence, system selection, and other consulting projects.
Become an industry professional and attend industry-leading events and trainings.
Maintain knowledge of the client's organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Assist in business development process including meetings with prospective clients
Assist in hiring and training of departmental staff
Basic qualifications:
BA/BS degree in accounting or related field required
4+ of relevant accounting, audit and/or financial statements experience
Accounting back-office experience
1+ years of prior supervisory experience
Preferred/Desired qualifications:
Relevant experience in the Healthcare Industry (provider networks) is highly preferred
Public accounting experience is preferred
CPA certification or exams passed is preferred
Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks or Intacct experience is preferred.
Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).
Strong organization skills/goal orientation/self-motivation.
Ability to handle multiple client files and deadlines at one time.
Ability to handle pressure in a positive professional manner.
Excellent interpersonal skills.
Communication that is clear, concise, and considerate of the needs of others.
Ability to work cooperatively with others and value the different contributions people make.
Proven success in managing work and key client relationships to exceed client expectations.
Ability to perform in challenging situations in a positive professional manner.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law.
For Minnesota, Colorado and Illinois, the expected salary range for this position is between $89,637 and $119,456. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
About our Outsourced Services Team:
The EisnerAmper Outsourcing group brings our team's specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don't take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we're given the tools to both provide best-in-class service and constantly grow as professionals.
Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers.
Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 5,000 employees including 450+ partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email:
Preferred Location:Minneapolis
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
$89.6k-119.5k yearly 3d ago
Trust Administration Officer II
City National Bank 4.9
New York, NY jobs
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 3+ years of experience in financial services required
* 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* 3+ years of experience in trust administration preferred
* Strong written and verbal communications skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Trust Certificate and/or CTFA a plus
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$71.8k-114.7k yearly 60d+ ago
Non-linear Rates Trader
Ing 4.4
New York, NY jobs
Financial Markets | Trading | Non-Linear/Interest Rates Options Trader, ASO | NYC
In Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients.
When you come to work at ING, you're joining a team where individuality isn't just accepted, it's encouraged. We've built a culture that's fun, friendly and supportive - it's the kind of place where you can be yourself and make the most of whatever you have to offer.
We give people the freedom to take risks, think differently, take ownership of their work, and make great things happen. We're here to help you get ahead. And with our global network, there's plenty of scope to take your career in new directions, perhaps even ones you've never considered. ING Americas follows a hybrid work model, allowing for in-office / work from home flexibility. Hybrid work arrangements vary based on business area.
Sound like the kind of place you'd feel at home? We'd love to hear from you.
About the position:
ING is looking for a Non-Linear/Interest Rates Options trader to join the ING NY Financial Markets division as an associate reporting to the Trading Desk Head. The mandate will be to trade non-linear products across Rates, Credit and FX products to create solutions for ING's clients including Corporates and Financial Institutions. Working closely with the Quantitative Development team, you will be actively involved in I.T/Front-office system developments to improve operational efficiency.
About the department:
ING New York Financial Markets delivers financial products to our Corporate and Financial Institutional clients in a way that is superior while resulting in strong business results.
Responsibilities :
Structuring, pricing and execution of structured deals & solutions required by corporate clients, financial institutions and private investors in collaboration with the structuring colleagues, the various trading desks, the quant team and the global sales teams
Provide competitive pricing, trading non-linear rates products within the product mandate, the fixed limits and required risk profile of the desk
Generating ideas and opportunities for new and existing clients through research, financial models and industry analysis
Establish and maintain regular contact with the sales, relationship managers and other ING businesses with a view to identifying business opportunities and enhancing Structured Products business with them
Attend to the risk monitoring of transactions, with a view to contributing towards desk profit targets and creating customer loyalty
Contribute to the development of new products by working closely together with Front-Office Quants and Developers
Be aware of key regulatory developments together with FM Regulatory / Legal teams and with Business Management, understand the possible impact to business as well as possible opportunities.
Qualifications and Competencies
Bachelor's degree in Math, Engineering, Physics, Economics, Business or closely-related quantitative field from an accredited U.S school (or equivalent)
2+ years of relevant markets experience
Coding knowledge: VBA & Python
Market expertise in Non-Linear Rates products, including Cap/Floor, Swaption products, Bermudan Callable, Callable Range Accrual, Callable CMS Spread Option, and other Non-Linear Rates products would be an added advantage
In depth understanding of interest rate & credit derivatives from a structuring, pricing and documentation point of view
Series 7, 63 registrations required
Salary Range $140,000-$200,000
In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness.
ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are.
ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.
$140k-200k yearly Auto-Apply 10d ago
Tax Manager - Private Client Services (REMOTE)
Eisneramper 4.8
New York, NY jobs
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) team. This role will be fully remote within the United States, with our recently acquired Dental Advisory practice. We are seeking someone who thrives in a remote environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
Reviewing business and personal tax returns for clients in the dental industry.
Manage client relationships and conduct regular client meetings to ensure satisfaction.
Lead and mentor staff and senior associates.
Prepare quarterly tax planning analyses to ensure we're proactively helping clients with tax liabilities.
Manage 2-3 staff and senior associates, including assigning and reviewing tax returns.
Review tax notices for clients assigned to you and your team.
Become an expert in the field of dental practice accounting to become overtime a trusted advisor to our clients.
Provide bookkeeping services for clients.
Basic Qualifications:
4+ years of experience, including reviewing S-Corp, Partnership, and Individual returns within public accounting.
Active CPA or EA certification is required
Preferred/Desired Qualifications:
Accounting or tax preparation experience specifically with dentists and/or dental practice owners is strongly preferred.
Master's Degree in Accounting
Experience using Lacerte tax software
Experience using QuickBooks
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law.
About our Private Client Services (PCS) Team:
The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email:
#LI-MA1
#LI-Remote
Preferred Location:Denver
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
$89k-128k yearly est. 3d ago
Senior Program Officer, Post-Award
International Rescue Committee 4.3
New York, NY jobs
The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities. A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions. If you're a solutions-driven, passionate change-maker, come join us in positively impacting the lives of millions of people world-wide for a better future.
Job Overview:
The IRC is one of the leading providers of high-quality programming for refugees, immigrants and asylees. The IRC Resettlement, Asylum and Integration (RAI) network creates opportunities for refugees and other vulnerable migrants to survive and thrive in the United States and in Europe. The IRC RAI network currently has 28 U.S. offices.
The IRC is committed to developing innovative, context-specific programs in response to strategic funding opportunities with a range of local, state and federal government agencies, as well as private foundations and corporations. This work is led by the RAI Resource Acquisition and Management (RAM) team, in close collaboration with RAI Offices and Learning & Impact units as well as the IRC Finance and Budget departments.
The Senior Program Officer, Post-Award & Compliance serves as a key focal point for the post-award management and compliance oversight of federal, state, and local grants and contracts, with involvement in a variety of city, state and federal donors to include the Office of Refugee Resettlement (ORR), the U.S. Department of Health and Human Services (HHS), the Department of Justice (DOJ), the U.S. Department of Agriculture (USDA) and others.
This role bridges program implementation and compliance functions-ensuring adherence to federal regulations, donor requirements, and organizational policies while supporting field offices and program teams in effective and compliant award management.
The Senior Program Officer contributes to developing compliance systems, training, and continuous improvement efforts across the portfolio, promoting a culture of accountability, integrity, and performance excellence.
This position reports to the Deputy Director of Award Management and collaborates closely with both pre-award and finance teams.
Key Responsibilities
Award Management & Compliance Oversight
Provide post-award management and compliance oversight for a portfolio of federal and other public awards, ensuring adherence to 2 CFR 200, Title 48 Federal Acquisition Regulations, and other donor-specific regulations.
Working in partnership with other supporting teams, serve as the compliance focal point for approximately 100 U.S. government-funded awards, providing high level guidance on cost principles, allowable expenses, subaward management, and reporting requirements.
Review, interpret, and communicate donor regulations and organizational policies to ensure consistent and compliant implementation across programs.
Support RAI offices and project teams in tracking budgets, deliverables, and reporting timelines; monitor financial and performance indicators to identify risk areas early.
Coordinate and lead award modification processes-including budget revisions, scope adjustments, and no-cost extensions-in collaboration with field teams and HQ departments.
Prepare and submit formal communications and documentation to donors through online portals.
Compliance Policy Development & Risk Management
Contribute to the development and refinement of compliance policies, procedures, and tools to strengthen internal controls and ensure alignment with current laws and best practices with particular emphasis on contract mechanisms.
Conduct periodic compliance assessments and internal reviews of award and contract implementation.
Identify risks, propose corrective actions, and track remediation efforts to resolution.
Support subrecipient monitoring and compliance verification, including review of agreements, reports, and supporting documentation.
Training & Capacity Building
Contribute to and deliver compliance training for program, finance, and other staff to strengthen understanding of federal award regulations, organizational policies, and ethical standards.
Support continuous learning by creating resources, checklists, and templates that promote compliance and operational consistency across offices.
Coordination & Reporting
Collaborate with pre-award teams to share insights from post-award monitoring that inform proposal design and business development.
Serve as a liaison between program, finance, and other teams to ensure coordinated management of grants, cooperative agreements, and contracts.
Maintain accurate and complete award files and compliance documentation in accordance with audit and record retention standards.
Provide regular updates to leadership on portfolio performance, risks, and compliance trends.
Qualifications
Education: Bachelor's degree in public administration, business, international affairs, or related field required; Master's degree preferred.
Experience:
3-6 years of progressive experience in grant and contract management, compliance, or related field within a nonprofit or public-sector environment.
Demonstrated expertise in federal award compliance, including 2 CFR 200 and agency-specific requirements (e.g., ORR, HHS).
Experience with risk management, internal audit, or subrecipient monitoring strongly preferred.
Prior experience supporting field-based programs and liaising with government donors required.
Skills:
Strong analytical, problem-solving, and decision-making abilities.
Excellent communication and facilitation skills.
Proven ability to interpret complex regulations and translate them into practical guidance.
High attention to detail and organizational skills; ability to manage multiple priorities.
Proficiency in Microsoft Office Suite and familiarity with award management systems.
Working Environment
Standard office environment, with flexibility for hybrid or remote work arrangements.
Occasional domestic travel may be required to support field offices, audits, or training events.
May require flexible hours to accommodate donor or cross-regional coordination.
Compensation: (
Pay Range: $89,000 - $102,600
) Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.
PROFESSIONAL STANDARDS
All International Rescue Committee workers must adhere to the core values and principles outlined in IRC Way - Standards for Professional Conduct. Our Standards are Integrity, Service, Equality and Accountability. In accordance with these values, the IRC operates and enforces policies on Safeguarding, Conflicts of Interest, Fiscal Integrity, and Reporting Wrongdoing and Protection from Retaliation. IRC is committed to take all necessary preventive measures and create an environment where people feel safe, and to take all necessary actions and corrective measures when harm occurs. IRC builds teams of professionals who promote critical reflection, power sharing, debate, and objectivity to deliver the best possible services to our clients.
Cookies: ***********************************************
Compensation: Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.
US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days depending on role and tenure, medical insurance starting at $143 per month, dental starting at $6.50 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.
Equal Opportunity Employer: IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law.
#li-1
$89k-102.6k yearly Auto-Apply 10d ago
Aladdin Client Experience, Product Expert
Blackrock 4.4
New York, NY jobs
**About this role** Aladdin is BlackRock's central technology platform that connects the key functions of investment management into one integrated system. From portfolio management and trading to compliance, operations, and risk oversight, Aladdin brings together people, processes, and data to create a seamless investment process. By providing a common platform and consistent information, Aladdin helps organizations make informed decisions, manage risk effectively, and trade efficiently - ultimately driving better outcomes for investors and institutions worldwide.
We bring a breadth of experience across regions, strategies, and asset classes.
+ 30 Years of experience delivering solutions
+ 1,100 Aladdin clients
+ 5,500 skilled engineers, financial modelers, and data experts supporting Aladdin
The Aladdin Client Experience team is the global client services organization supporting Aladdin users around the world. With a collaborative team of over 400 members, we...
+ Provide outstanding client service to users, every time
+ Solve complex problems by delivering innovative solutions
+ Collaborate with others, knowing we achieve more together
+ Learn every day, question assumptions, and embrace change
Foster a fun, innovative, and inclusive team atmosphere
**About this role**
Our Aladdin Client Experience team strives to offer outstanding service. Product Experts have deep subject matter expertise within Trading and Compliance. The role focuses on resolving complex client inquiries, enhancing the knowledge and capability of the service desk team, and working closely with product teams to support ongoing development and release cycles.
We are united through a common zeal for overcoming hurdles, consistently growing our understanding, and guaranteeing our clients feel supported and empowered at every stage.
**Key Responsibilities:**
+ **Escalation ownership:** Act as the escalation point for complex and technical client inquiries, ensuring timely and accurate resolution
+ **Cross functional collaboration: ** Partner with internal teams including Product and engineering teams to troubleshoot issues and provide client insights that inform product development and feature enhancements
+ **Release readiness:** Prepare and upskill the service desk team for new product features and releases
+ **Critical incidents:** Partner with Engineering & SRE on health monitoring and telemetry to resolve critical incidents quickly and prevent disruption of service
+ **Knowledge development** **:** Build and maintain service desk knowledge through structured training initiatives, documentation and other resources.
+ **Be present with our clients:** Engage directly with clients to support resolution of complex inquiries, and participate in client visits and forums to strengthen relationships, deepen market & product understanding and bring client feedback into the organisation
+ **Continuous improvement** **:** Identify recurring issues and recommend solutions to improve client experience and service efficiency
+ **Be a student every day: ** We foster a culture of ongoing learning. Expand your insight into our clients, their organizations, and our product to consistently elevate our service quality.
+ **Team leadership & Development** : Provide guidance, mentorship and support, fostering professional growth and ensuring high-quality client interactions.
**Required Experience:**
A working understanding of one of the following product areas:
+ Performance attribution
+ Portfolio Modeling, Analysis, and Reporting
+ Credit and Market Data
+ Cloud-Based Data Warehouse
+ Vendor Reference Data
+ Trading support, including FIX workflows
+ Investment Compliance
+ Post Trade Operations
+ Experience resolving complex client or product issues in a support or service environment
+ A consultative approach to understanding client needs and a passion for solving problems
+ Excellent written and verbal communication skills, with the ability to navigate complex or sensitive situations, listen actively, and respond with empathy and professionalism.
+ Eagerness to explore new technologies and adeptness in promptly implementing newfound knowledge
+ Ability to work collaboratively across support, product and development teams
+ Comfortable engaging with clients directly, including representing the service desk in meetings or onsite visits.
+ Enthusiasm for learning in a fast-paced, evolving environment
**Additional** **Experience:**
+ Experience in the creation of automation tools and support tooling preferred but not required
+ Linux/Unix knowledge is preferred but not required
+ Experience with Python, Java, REACT, or any other relevant coding languages preferred but not required
+ Proven ability to lead and mentor team members, with past experience in leading all aspects of people (e.g., mentoring, providing performance feedback, coordinating workloads).
For New York, NY Only the salary range for this position is USD$110,000.00 - USD$145,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
For Atlanta, GA Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$105k-145k yearly 60d+ ago
Workers' Compensation Claims Assistant (Hybrid NYC or Albany, NY)
NFP 4.3
New York, NY jobs
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary:
This is a full-time position. The Workers' Compensation Claims Assistant is an entry level position primarily responsible for reviewing and processing of medical bills and the intake of new claims. This is a client facing position which requires excellent communicative and collaborative skills. Knowledge of the workers' compensation rules regulations, laws, and procedures are not a pre-requisite for employment.
This is a full-time role with a hybrid schedule based in our NYC or Albany, NY office. You'll be required to work onsite at least two days per week, with the remaining days remote. In-office time is essential for fostering collaboration, receiving immediate feedback, and building strong team relationships-all of which support your professional growth and success.
Essential Duties and Responsibilities:
Open new work-related incidents and claims in the claims administrative system
Communicate with Claims Adjusters regarding new and existing claims
Process First and Subsequent Report of Injury forms based on claim information
Review and process invoices from medical providers & vendors
Process state denial forms with the Worker's Compensation Board (WCB) & providers
Attach Explanation of Review (EORs) for weekly provider check prints
Processing and mailing checks with attachments to injured workers, medical providers, and vendors
Support and collaborate with existing claims team
To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.
When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift
Knowledge, Skills and/or Abilities:
Intermediate/advanced skills in Microsoft Excel
Working knowledge of remainder of Microsoft Office Suite and Adobe Acrobat
Excellent written and verbal communications skills
Self-Starter with Ability to multitask, follow-up, and work within multiple deadlines
Must be able to learn and work within a team structure
Must be able to learn and work with multiple web-based programs or systems
Education and/or Experience:
Must have high school diploma or equivalency
1-2 years of client-facing or customer service experience is required
1 year of previous experience in worker's compensation billing is preferred
Certificates, Licenses, Registration:
None
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $40,000 - $60,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Lending | Leveraged & Structured Corporate Finance Portfolio Management| Analyst |New York
In Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients.
When you come to work at ING, you're joining a team where individuality isn't just accepted, it's encouraged. We've built a culture that's fun, friendly and supportive - it's the kind of place where you can be yourself and make the most of whatever you have to offer.
We give people the freedom to take risks, think differently, take ownership of their work, and make great things happen. We're here to help you get ahead. And with our global network, there's plenty of scope to take your career in new directions, perhaps even ones you've never considered. ING Americas follows a hybrid work model, allowing for in-office / work from home flexibility. Hybrid work arrangements vary based on business area.
Sound like the kind of place you'd feel at home? We'd love to hear from you.
About the position:
This position offers the opportunity to help manage a dynamic multi-billion dollar corporate and leveraged finance portfolio across various verticals. You will work closely with our sponsor coverage teams and industry specific sector teams, risk management and our portfolio analytics team. The position requires a self-starter who is able to independently analyze credit, contribute to deal processes and projects, while operating at various levels of seniority in different situations.
About the department:
L&SC PM is part of a global portfolio management platform and a pillar of Lending's capital strategy. The team is considered experts on the individual borrowers and relevant industry subject matter
Responsibilities :
You will support the senior bankers with all aspects of managing a large portfolio of pro rata and senior secured loans primarily to sub-investment grade clients.
Assist deal team in preparation of borrower analytics including financial updates, financial modeling, credit approval packages, market comparables and quarterly reporting statements.
Ongoing portfolio management responsibility for a group of selected accounts - monitoring and tracking credit performance, executing amendment requests, maintaining collateral files, etc. Identify new business opportunities with existing clients.
Assume key role in handling internal system processing and KYC/CDD data gathering and processing as needed.
Review legal documentation and assist deal team in the timely closing and funding of waivers, amendments and upsized commitments.
Collaborate with Origination, Risk Management, Compliance and Loan Operations teams
Qualifications and Competencies
Bachelor's Degree in Economics / Finance / Accounting / Mathematics with excellent results. An advanced degree and/or a CFA is a plus.
Experience working for a US regulated bank and are familiar with all aspects of Fed / OCC requirements
Formal credit training in addition to a solid understanding of cash flow financing transactions
1+ years of corporate and/or leverage lending, or loan portfolio management experience
Excellent understanding of accounting statements & principles
Corporate finance background - financial market experience is necessary
Understand debt structuring and able to make recommendations when appropriate
Basic understanding of legal documentation
Excel spreadsheets: three statement financial modeling skills are a must
Salary Range $105,000-$115,000
In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness.
ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are.
ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.
$105k-115k yearly Auto-Apply 3d ago
Vice President, Human Resources
Castleoak Securities, L.P 4.0
New York, NY jobs
CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations.
We offer a competitive total rewards package including:
Hybrid workplace: work from home 2 days per week!
Health insurance: competitive medical, dental, and vision programs
Commuter benefits
401(k) with a company match
Charitable contribution match program for employees
Company-paid life insurance, short-term and long-term disability insurance
Paid time off: vacation, personal days, sick leave, etc.
Intentional culture celebrations and social outings
Position
The Vice President, Human Resources will have responsibility for the firm's entire range of Human Resource (HR) programs, collaborating with senior leadership to develop, implement, and execute on people strategies that support business objectives. This role will be responsible for continuous improvement of the firm's HR functions, including recruiting for all roles, managing the annual open enrollment process, handling employee relations issues, deepening learning & development paths for early-stage employees, spearheading the employee review process, running the summer intern program, and driving culture-building initiatives.
Reporting to the Chief of Staff to the CEO and operating as a department of one (with external support from the firm's PEO), the successful candidate will take a hands-on approach, pivoting seamlessly between strategic and tactical activity to ensure that the firm adheres to all requirements and industry best practices, maintaining the highest standards of confidentiality. This person will interact with everyone at the firm and be the first face of the company to recruits and prospects. This role requires someone to pivot from collaborating with the Chief of Staff on the most strategic of HR issues to owning the most mundane of tasks like updating phone trees and organizational charts. The VP will need to operate as if in a start-up environment with a "no task is too small" approach, rolling up sleeves and having a servant leader, "do whatever it takes" approach to get a job done. Also, as with all jobs at a small company, this person will wear multiple hats within the HR world but also will cross-collaborate with others on the Chief of Staff's team, including working hand in hand on marketing and communication projects from time to time, especially on those that touch on culture-building. The ideal candidate for this role is someone who has endless energy and is looking for a home to unleash their talents.
Essential responsibilities
Partner with hiring managers to recruit and hire new employees, from development of job descriptions through onboarding
Liaise with the firm's PEO (ADP TotalSource) to resolve all employee questions and concerns
Manage all aspects of the annual open enrollment process for benefits
Regularly communicate HR information to all stakeholders
Manage the firm's annual and mid-year performance review processes
Address and document performance issues
Resolve and investigate employee concerns
Own and manage the firm's summer internship program, including posting for the role, recruiting, onboarding, running the day-to-day program, and partnering with external clients to provide cross-training opportunities
Create learning & development opportunities for all employees across the firm, but especially for those in the two year analyst programs (Capital Markets, Sales & Trading, and Financial Advisory)
Proactively foster a positive culture through programming, recognition, and communication, collaborating with partners across the firm to develop and execute meaningful touchpoints while looking for ways to achieve high ROI without significant spend
Develop tools and communication materials that increase employee engagement
Proactively keep tabs on current trends within HR across the financial services industry, including Return to Office policies, D&I changes, compensation bands, and other programs
Maintain the employee handbook and HR related policies, including annual review and attestation
In conjunction with the firm's PEO, ensure compliance with federal, state, and local employment laws
In conjunction with the firm's PEO, maintain HR files and complete periodic requirements (ACA reporting, annual poster refresh, etc.)
Engage with vendors that support the firm's HR functions
Required Qualifications:
Bachelor's degree
5-10 years' progressive experience in HR within a financial services company, including exposure to recruiting, benefits, analyst programs, or HRBP work
Exceptional organizational skills and the ability to multitask and ruthlessly prioritize
Excellent written and verbal communication skills, with exceptional attention to detail
Strong work ethic
Resourceful and proactive, with the ability to complete a high volume of tasks and project independently
Knowledge of HR best practices and federal, state and local laws
Experience managing employee relations, performance, engagement, and broad HR functions in a professional services environment
Willingness to complete any HR-related task, from the mundane to the strategic
Proficient in using productivity tools and software, including MS Office suite (Outlook, Word, Excel, PowerPoint)
Professional discretion to handle confidential information, highest levels of integrity, discretion and the ability to maintain strict confidentiality
Flexibility to adapt to changing priorities and work in a fast-paced, deadline-focused environment
Strong interpersonal skills and the ability to work with individuals at all levels of the organization
Strong work ethic coupled with a sense of urgency around completing tasks
Thick skinned and open to continuous and direct feedback
Collaborative spirit with a willingness to learn and grow
A "can do" attitude
Prioritize requests as they come in, and respond to inquiries with a sense of urgency
Preferred Qualifications:
Experience with more than two functions with the HR world
Project management experience
Compensation
$125,000 - $160,000/year based on experience; eligible for discretionary bonus
Please note that relocation is not provided for this role
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.
Please do not solicit employees of the firm directly regarding open positions.
$125k-160k yearly 12d ago
Disaster Recover Prog Analyst
City National Bank 4.9
New York, NY jobs
WHAT IS THE OPPORTUNITY? Information Technology (IT) Disaster Recovery (DR) Program is in the second line of defense and is accountable for CNB's Disaster Recovery strategy, enabling CNB to provide independent oversight and effective review and challenge (R&C) of disaster recovery program. The Disaster Recovery Analyst is responsible for leading disaster recovery risk assessments, providing advice and independent challenge, monitoring metrics/key risk indicators, monitoring regulatory landscape for changes related to IT DR, conducting disaster recovery risk reviews and analysis, and reporting thematic risks to ensure the Disaster Recovery Risk Profile is fairly presented.
WHAT WILL YOU DO?
* Support the development and execution of the IT Disaster Recovery risk program and procedures consistent with City National Bank's and RBC's Risk Framework to ensure a sound control environment from an IT DR/Operational Resilience perspective.
* Key areas of responsibility include R&C of: disaster recovery exercises, IT Datacenter runbooks, IT Disaster Recovery Reporting and adequacy of IT Disaster Recovery controls.
* Monitoring (as needed) of DR tests to confirm adequacy of testing reports and conclusions. Monitoring of DR test may require some evening or weekend work which will be well known and established ahead of time. Working with stakeholders, subject matter experts, and analysis of reports to define issues, determine root cause, and determine appropriate changes.
* Assist with drafting reports and corrective action/remediation plans by providing observations and findings including any gaps in compliance with Bank policies and standards
* Maintain workpapers to support the timely and effective response to requests from Internal Audit or external regulators.
* Performs DR awareness training relating to DR Risk Management, including new and changing policies, systems, and methodologies.
* Assesses DR risks and policy/standard/procedure compliance relating to controls design, FLoD DR testing processes, FLoD DR testing results.
* Provides support of Internal Audits and Regulatory Exams.
* Understand and apply internal policies/procedures, laws and regulations and managing regulatory requirements including but not limited to: FFIEC, OCC, FINRA, Federal Reserve related to Disaster Recovery requirements.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 7 years practical Business Continuity, Disaster Recovery, and/Crisis Management experience
* Minimum 3 years of financial services experience
* Minimum 3 years of project management experience
*Additional Qualifications*
* BS in Computer Science or demonstrated equivalent experience
* Professional certification from the Disaster Recovery Institute, International or from The Business Continuity Institute (e.g. ABCP, CBCP, MBCP, MBCI, CRP and/or other Business Continuity or industry related certifications preferred.
* Strong skills in applying Disaster Recovery planning principles to various levels (staff, management and executive) of the company.
* Knowledge and understanding of crisis and emergency management.
* Project management skills, which include task identification, project planning, and ability to understand scope of recovery efforts, ability to coordinate critical activities during continuity exercises and events, and proficiency with tools required to pull project together.
* Fully proficient with Microsoft Office applications, including (but not limited to) Word, Excel, Visio, and PowerPoint.
* Advanced presentation skills and oral and written communication skills.
* Self-starter with the ability to work independently.
* Excellent interpersonal, organization, analytical, problem solving, critical thinking, communication, and prioritization skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $77,000 - 143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary:
This is a support role, requiring the senior coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. While in this role, the Senior Coordinator is beginning to have client contact, via more senior team members. They may join meetings and client calls but will be responsible for listening, taking notes and providing follow up to the team. In this role, the Senior Coordinator will begin to learn the functions of the Account Manager, most specifically, begin to get exposure to the RFP process, and continue to expand upon their industry knowledge through special projects as directed by senior team members.
Ideal experience includes several years of Commercial Lines experience in a servicing support, administrative or operations function; servicing Private Equity clients is a plus.
This is a full-time role with a hybrid schedule based in our Plainview, NY. Working in the office at least 2 days a week is required (other days from home) and is essential for fostering interaction and facilitating career development. Being in-office allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.
Essential Duties and Responsibilities:
* Must be a self-starter, imaginative and creative with good communication skills, both verbal and written.
* Minimum of two years of experience in a similar position consisting of administrative, operations or client servicing is desirable.
* Exceptional written, oral, and interpersonal communication skills.
* MS Office skills, including Excel, Word, PowerPoint, Outlook and Teams.
* Excellent calendar management skills with meeting planning experience.
* Ability to work both independently and within a team environment.
* Attention to detail and follow-through; maintains a sense of urgency.
* Gain exposure to clients and carrier contacts; attend meetings and calls with the Account Management team.
* Assists the Account Management Team in preparing insurance for company proposal requests.
* Performs policy checking, completes coverage checklists and coverage recommendation letters.
* Creates and maintains client files in the Agency Mgmt System-EPIC. When an order comes in: verifies rates, adjusts for any additional premium and expedites invoice.
* Assists with billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.
Knowledge, Skills, and/or Abilities:
* Strong desire for a career in insurance and brokerage services
* Able to work hybrid from our Plainview, NY office and meet hybrid requirements
* Skilled and adaptable with technology and software
* Service-oriented and takes the initiative
* Stellar Work ethic and organizational skills
* Have a desire to learn and implement
* Have a blend of confidence and humility
* Have strong interpersonal communication and presentation skills
* Have a strong sense of team support and service
* Good written and verbal communication skills
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people
* Team player, adaptive to mentoring and continual learning
* Possess good analytical and problem-solving skills
* May be required to work overtime as necessary
* Able to work a weekly, hybrid schedule from our Plainview/Long Island, NY office
Education and/or Experience:
* Two plus years of related P&C experience and/or related training. Experience servicing Private Equity (PE) clients a plus
* High School Diploma or equivalent is required. Additional education preferred
* Experience with EPIC or other agency management system required
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $55,000 - $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$55k-65k yearly 60d+ ago
Mortgage Loan Processor III
City National Bank 4.9
New York, NY jobs
WHAT IS THE OPPORTUNITY? The Mortgage Loan Processor III is responsible for processing home equity line of credit's, purchase, and refinance transactions. They will examine and evaluate approval of client applications and will be responsible for ensuring loans close in a timely basis. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Review loan approvals to determine what documents are required to move to closing.
* Communicate and respond to internal customers within 2 hours.
* Utilize pipeline reports to effectively manage and prioritize daily workflow.
* Ensure all loans are reviewed at least every 3 days.
* Effectively manage an individual pipeline of 30-50 loans.
* Maintains current knowledge of CNB guidelines and loan programs.
* Meet and exceed monthly funding goals as set forth by management.
* Other duties as/or assigned by management.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 3 years recent mortgage experience.
* Minimum 3 year basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Ability to identify and resolve problems in a timely manner.
* Strong attention to detail and accuracy.
* Ability to maintain high levels of performance, especially in stressful situations.
* Strong knowledge of federal/state regulatory policies and procedures. (TRID Experience Required)
* Excellent written and verbal skills.
* Excellent organizational skills.
* Ability to multi-task and work in a deadline driven environment.
* Proficient PC skills, including Microsoft Office and Loan Origination systems.
***this role sits in NYC metro area***
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-RK
\#CA-RK
$25.9-41.4 hourly 60d+ ago
Director (VP Level), Regulatory Supervision
Canadian Imperial Bank of Commerce 3.8
New York, NY jobs
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing
Regulatory Supervision is primarily responsible for the supervision of all U.S. sales and trading desks within Global Markets. The supervisory program is designed to reduce and manage regulatory risk by preventing violations from occurring as well as detecting when violations do occur. Regulatory Supervision is a business role (not Compliance) and is delegated the responsibility to supervise on behalf of Global Markets business heads. Complementing the specific responsibilities below, the role is charged with providing highly specialized advice and guidance on regulatory requirements applicable to the business lines and performing specific written supervisory procedures to achieve regulatory compliance. Regulatory Supervision must be highly responsive in a business environment where decisions have to be made in stressful, time-sensitive situations where information is often ambiguous and incomplete. The role is also expected to keep abreast of developments in an ever-changing regulatory environment and their impact on the business.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How You'll Succeed
* Supervise and conduct surveillance of the U.S. registered broker-dealer securities trading products, as well as OTC derivative/swap trading products, with primary focus on: Cash Equities, Program Trading, DMA, Listed/OTC Equity Derivatives, Delta1, ETF create/redeem.
* Assist with surveillance of various regulatory reporting obligations, including: CAT, Nasdaq TRF, LOPR
* Maintain and enhance the documentation of internal policies and Written Supervisory Procedures (WSPs) to comply with applicable trading regulations (SEC, FINRA, CFTC, NFA and others)
* WSPs must clearly indicate "evidence of review" and documentation that will satisfy the regulators and any Self-Regulatory Organization; including, Key Performance Indicators and escalation
* Provide specialized advice and guidance on transactional issues to trading floor personnel as well as Business Management and infrastructure partners
* Promptly escalate significant issues and material incidents of non-compliance to the relevant Global Markets business head, senior Compliance officer and, if appropriate, head of US Global Markets for resolution including recommendations for corrective action
* Collaborating with Project teams and infrastructure partners on the development and implementation of solutions to address existing and new regulatory requirements
* Primary business contact responsible for assisting Compliance in preparing detailed responses to regulatory inquiries and examination requests
* Monitor new and changing regulatory requirements on a timely basis and assess their potential impact
* Ensure that employees responsible for trading securities are appropriately registered
* Participate in appropriate industry committees and working groups
* Work on special projects as assigned from time to time
Who You Are
* Bachelor's degree
* Minimum 5+ years' experience in handling securities and OTC derivative/swap compliance issues gained at an investment dealer, regulator or marketplace
* Knowledge of SEC/FINRA/CFTC/NFA and other US based regulatory rules
* Well-developed knowledge of trading practices and associated regulatory requirements
* Working knowledge of industry standard trading technologies and vendor solutions
* Excellent relationship-building skills
* Effective written and oral communication and presentation skills
* Ability to work in a challenging environment while exhibiting poise under severe conditions
* Resourceful and creative problem-solving skills
* SIE and Series 7, 57, 63 preferred
* Good knowledge of MS Office (especially Excel), Bloomberg, Python or other languages
* Ability to manage competing priorities
* Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
#LI-TA
California residents - your privacy rights regarding your actual or prospective employment
At CIBC, we offer a competitive total rewards package. This role has an expected salary of US$200,000 for the New York, NY market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.
Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
* We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
* Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
* We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
* Subject to plan and program terms and conditions
What you need to know
* CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
* You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
* We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
NY-300 Madison Ave., 5th Floor
Employment Type
Regular
Weekly Hours
40
Skills
Accountability, Analytical Thinking, Client Consultations, Financial Markets, Financial Modeling, Global Market, Investments, Management Reporting, Market Trading, Regulatory Environment, Researching
$200k yearly Auto-Apply 10d ago
Mortgage Underwriter - Hybrid
National Mortgage Staffing 3.9
New York, NY jobs
Senior Loan Underwriter
Schedule: Full-time
Compensation: $82,000-$93,000 no bonus or paid over time
Our client is seeking a senior-level loan underwriter to support mission-based affordable homeownership lending across New York State. This is a manual underwriting role with decision authority and strong regulatory accountability. The position is hybrid and intended for candidates within commuting distance of the office, with a minimum of three days per week in-office.
Responsibilities include:
• Underwrite to program guidelines including SONYMA, Fannie Mae, and Freddie Mac
• Approve, decline, suspend, or return residential mortgage submissions and document credit rationale
• Underwrite first-lien and subordinate/second mortgages, including layered subsidy/DPA structures
• Apply regulatory requirements and ensure audit-ready underwriting documentation
• Maintain underwriting SLAs/KPIs and manage a high-volume, multi-program pipeline
• Partner closely with processing, closing, management, and compliance/QC teams
• Support pipeline tracking/reporting and help expedite units and closings as needed
• Mentor and act as a technical resource to team members as needed
• Perform other duties as required
Requirements include:
• Senior-level residential mortgage underwriting experience (role requires deep experience)
• Strong knowledge of TRID/RESPA, fair lending, and related lending regulations
• Ability to independently decision loans and defend credit decisions
• Experience with affordable housing / mission-based lending programs and subsidy structures
• Proficiency with Byte LOS and standard productivity tools
National Mortgage Staffing does not set the requirements for this role. All criteria are defined by our client.
Thank you for your interest!
If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters.
Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
$82k-93k yearly 4d ago
Executive Assistant & Office Manager
Redesign Health 4.2
New York, NY jobs
About the Company:
Redesign Health is a global venture and applied technology firm focused on building next-generation healthcare companies. We manage venture capital and venture buyout strategies, each powered by an AI operating system and team of leading technologists, entrepreneurs, and investors.
Our venture capital strategy backs exceptional founders at the earliest stage-often before an idea is fully formed-and provides first institutional capital and an unmatched degree of strategic leverage and domain expertise through exit. Our venture buyout strategy partners with proven management teams through control investments and delivers outsized value by rewiring core products and workflows with AI.
Since inception in 2018, Redesign and our portfolio companies have touched the lives of more than 15 million patients, raised over $1.5 billion from premier institutional, sovereign, and strategic investors, and built distinctive partnerships with marquee healthcare organizations and senior leaders around the world.
Redesign is based in New York and has offices in Bengaluru, Los Angeles, and Riyadh.
About the Role:
We are seeking a proactive, highly organized, and adaptable Executive Assistant & Workplace Operations leader to provide executive support to members of our leadership team and own the workplace experience for our NYC office. This role is a blend of executive support, owning our office experience and culture, and occasional event support- ideal for someone who thrives in a fast-paced environment and enjoys juggling multiple priorities at once.
This role is primarily based in-person working from the office Monday-Thursday with the option to work remotely on Fridays. This role will be part of the People & Operations team and report to the company's Chief of Staff & Director of People & Operations.
What You'll Do:Executive Support:
Manage the CEO and additional leaders' calendars with extreme attention to detail and thoughtfulness
Manage executive travel logistics for domestic and international travel
Oversee the approach for EA support across the entire leadership team managing virtual EAs and AI-powered administrative tools
Office Management & Experience:
Foster a warm, welcoming, and professional office culture that reflects our values and supports high performance
Develop rituals, touchpoints, and experiences that make in-office days feel energizing, connected, and purposeful for our local team
Greet visitors to the office, ensuring they have a welcoming and pleasant experience
Oversee daily office operations including managing vendors, supplies, and equipment
In Q1 2026, we will be moving to a new office within Manhattan. The first major priority for this role will be leading the office move
Event & Project Support:
Lead logistics for quarterly US onsites and annual leadership and global team offsites
Support other US-based Founder, Investor, and team events as needed
Lead AI or tooling initiatives that help scale administration support across the company by championing scheduling automations and other admin tools
There will be the opportunity to jump into many additional projects across the org based on interest and capacity
What You'll Need:
4+ years of experience in executive support, office management, or operations role
You are exceptionally organized, detail-oriented, and able to anticipate needs before they arise
You operate with a high degree of discretion, professionalism, and sound judgment in all interactions
You communicate clearly and effectively, both written and verbal
We are open to candidates who do not have EA experience, but have demonstrated excellence in other domains
Who You Are:
Action-Oriented: You readily take action on new opportunities with a sense of urgency, high energy, and enthusiasm. You display a can-do attitude and step up to handle tough issues with a keen eye for detail.
Instills Trust: You gain the confidence and trust of others through honesty, integrity, and authenticity, following through on commitments and ensuring consistency between your words and actions.
Manages Ambiguity: You deal comfortably with the uncertainty of change and set the course without clear direction. You are calm and productive, even when things are up in the air.
Technology Innovator: Ability and drive to proactively leverage AI and other emerging technology tools to create extraordinary productivity and impact within their functional area. Demonstrates visionary thinking about the future evolution of their role and independently experiments, adopts, and refines technology-driven solutions.
$58k-95k yearly est. Auto-Apply 32d ago
Product & UW Governance Consultant
The Hartford 4.5
New York, NY jobs
Product & UW Governance Consultant - UO07GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Product & Underwriting Governance Consultant plays a critical role in leading cross-functional initiatives to bring new and refreshed insurance products to market while ensuring strong governance and compliance across underwriting processes. This position partners closely with the Global Specialty (GS) Product team, Chief Underwriting Office, and other stakeholders to manage the product development lifecycle and deploy underwriting governance controls. The consultant acts as a project leader without direct authority, driving collaboration, planning, and execution of tasks that support strategic objectives and regulatory requirements.
Product Development Leadership
* Lead cross-functional teams to deliver new and refreshed insurance products from ideation to market launch.
* Manage all business deliverables in the product development lifecycle (excluding systems development), including:
* Feasibility and competitive analysis
* Development of forms, rates, applications, underwriting guidelines and rules
* Statutory filing preparation
* Marketing and distribution planning
* Coordination of data science deliverables and third-party services
* Change management and training initiatives
* Create and maintain project plans, schedule meetings, estimate resources, distribute updates, and monitor key activities to ensure timelines and goals are met.
Governance Framework & Risk Management
* Coordinate product governance activities and guide stakeholders through the Global Specialty Product Governance Process for all new product proposals or material product changes.
* Assist in the development of deliverables required for product governance approvals.
* Maintain governance frameworks, policies, and procedures for underwriting and product development.
* Document and communicate governance requirements and processes within GS and to key stakeholders.
* Collaborate with GS CUO, business leads, and product teams to develop, refine and deploy underwriting governance controls and processes.
* Prepare reports and metrics for senior leadership on governance and underwriting performance.
Qualifications:
* Bachelor's degree in Business, Insurance, Risk Management, or related field (advanced degree preferred).
* Professional certifications such as CPCU, ARe, or similar preferred.
* 7+ years of experience in underwriting, product development, or compliance within P&C insurance.
* Proven ability to lead cross-functional projects without direct authority.
* Excellent organizational, analytical, and communication skills.
* Familiarity with underwriting systems and data analytics tools, a plus.
* Experience in governance frameworks and risk management strategies, preferred.
* Strong project management skills and attention to detail, preferred.
This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$101,840 - $152,760
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
$101.8k-152.8k yearly Auto-Apply 14d ago
Internal Audit, Associate
Ing 4.4
New York jobs
Corporate Audit Services | Audit | Associate| NYC
In Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients.
When you come to work at ING, you're joining a team where individuality isn't just accepted, it's encouraged. We've built a culture that's fun, friendly and supportive - it's the kind of place where you can be yourself and make the most of whatever you have to offer.
We give people the freedom to take risks, think differently, take ownership of their work, and make great things happen. We're here to help you get ahead. And with our global network, there's plenty of scope to take your career in new directions, perhaps even ones you've never considered. ING Americas follows a hybrid work model, allowing for in-office / work from home flexibility. Hybrid work arrangements vary based on business area.
Sound like the kind of place you'd feel at home? We'd love to hear from you.
About the department
Corporate Audit Services (CAS) is the global internal audit function of ING Group, one of the Global Systematically Important Financial Institutions with its Head Office in Amsterdam. It is a strong, united organization of talented people in which knowledge and best practices are shared around the world. CAS is highly regarded by its clients and endorsed by the Institute of Internal Auditors.
ING Americas is a business unit of the worldwide operations of ING Wholesale Bank. The unit operates in the USA and Mexico and serves corporate and institutional clients with industry lending and financial markets products. CAS Americas is responsible for the execution of all audits within the Americas region and is based out of New York, in a hybrid mode.
Audits are performed by teams of two to four auditors (including the Audit Lead in a hands-on role). Every team member will specialize in one or more areas of expertise, including Financial Markets, Lending and Sectors, or Risk and perform audits - as far as possible - in their areas of expertise and preference. The purpose of the job is to support the CAS Americas team in providing independent assurance services designed to add value and improve ING's operations by bringing a systematic approach to evaluate and the effectiveness of governance, control and risk management processes against regulations and ING standards and to recommend improvements.
Responsibilities
Independently lead and/or contribute to the planning, execution and reporting process of (complex) audits. Perform high quality audit work as well as supervise the work performed by other audit team members.
In-depth knowledge of the relevant laws and regulations applicable to ING Americas. Continuously monitor the risks and controls developments in these areas.
Provide coaching on the job and develop talents.
Build and maintain effective relationships with stakeholders.
Qualifications and Competencies
Qualifications: Academic degree in the fields of Finance, Economics, Accounting or similar. Possession of an audit or comparable certification (CPA, CIA, CISA, FRM, CFA, etc.) or a willingness to work for one on hiring.
Experience: 3+ years of relevant work experience in Banking and/or Audit or Internal Control.
Competencies:
Ability to independently plan and execute complex audit assignments.
Ability to manage a complex audit process within the agreed constraints and to ensure timely closure of the audit files.
Ability to think at both detail and high-level perspective and contribute to the annual audit planning.
Ability to work at/with all levels in the organization and manage conflict
Ability to work under pressure and to meet timelines.
Strong verbal, writing, analytical and interpersonal skills as well as project management skills with result-oriented focus.
Organizationally sensitive and effective in conflict management.
Valuable team player and experienced in multicultural teams.
Salary Range $85,000-$140,000
In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness.
ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are.
ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.
$85k-140k yearly Auto-Apply 21d ago
Assistant Manager, US Product Analytics & Optimization
Western Union 4.5
New York, NY jobs
Assistant Manager, US Product Analytics & Optimization - NYC, New York (Hybrid)
Are you customer-obsessed and passionate about building products and experiences that support the financial needs of a global population? How about offering up your technical skills in a business that is committed to moving money for better? If you are interested in joining a globally diverse organization where our high impact contributions are recognized and celebrated both by our customers and our leadership, allowing each of us to thrive, then it is time to join our Product Strategy Team at Western Union.
Western Union powers your pursuit.
We are seeking an Assistant Manager to drive product analytics, production quality management, and experience optimization for our US digital experience. In this role, you will help identify, surface, and resolve critical issues across the customer journey to ensure stability, improve funnel performance, and improve the experience for our customers. You will collaborate closely with regional product leadership and cross-functional teams to deliver seamless, reliable, and world-class customer experience.
Role Responsibilities
Assist with successfully developing product strategy, manage product offerings including value proposition, features, functionality, pricing and distribution for the core domestic business, C2C money transfers across all channels (retail, phone, web).
Perform thorough production testing across the US experience to proactively identify and surface issues.
Report, prioritize, and support resolution of critical issues, working closely with engineering and operations teams.
Monitor error spikes in production, coordinate timely fixes, and safeguard customer experience stability.
Drive improvements to the customer experience (from inception through execution) based on analytics and testing, not only fixing the root cause of the problem, but taking the customer experience to the next level.
Track funnel metrics to measure stability, identify conversion issues, and recommend improvements.
Partner with the US Regional Product Lead to generate funnel analytics and insights that guide prioritization and optimization efforts.
Role Requirements
Bachelor's degree in Business, Marketing, Communications, or similar discipline.
3+ years of experience in product management, quality assurance, or related discipline, with a focus on digital products.
Proven ability to test, identify, and resolve issues in live production environments.
Strong analytical skills with experience in funnel analysis and performance tracking.
Comfortable working cross-functionally with engineering, operations, and product leadership.
Excellent problem-solving, communication, and organizational skills.
Ability to balance proactive issue detection with long-term platform and product stability goals.
We make financial services accessible to humans everywhere. Join us for what's next.
Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward.
Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a
great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at **********************************
Salary
The base salary range is $81,900.00 - 109,200.00 USD per year, total on target compensation includes a base salary plus annual incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies.
Benefits
You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview
process or in an offer of employment.
Your US specific benefits include:
Flexible Time off
Medical, Dental and Life Insurance
Parental Leave
Global Adoption Assistance
401K plan
Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate.
Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week.
For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information.
We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.
#LI-RM1
Estimated Job Posting End Date:
04-01-2026
This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
$81.9k-109.2k yearly Auto-Apply 4d ago
Remote Commercial Collections LARGE BALANCE
Greenberg Grant Richards Inc. 3.9
Buffalo, NY jobs
Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have 7 offices around the US and we collect over 100 Million annually. Recession Proof Industry, our top collectors make over 100K a year. We are Accredited and Honored by the BBB with an A+ rating.
We are growing and would like to speak with you today if you are a Commercial Collector or have experience in the collections industry and are ready to start a new adventure.
Since 1993, we have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. If you love to make money and strive to be successful, energetic and goal-oriented there is a position for you on our Collections team.
Why Choose Greenberg, Grant & Richards, Inc.?
We are growing and we want the best of the best to come and grow with us.
75% employer paid Medical, Dental & Vision
Great Work Location
401K
Paid Life Insurance
Vacation/PTO
No nights and weekends
Off early on Friday's
Weekly Meetings and Coaching
Weekly Contests
Responsibilities:
Understands and applies the terms of clients contracts
Notate and pursue successful resolution of defaults
Contact business owners by phone and email to resolve delinquency issues
Communicate and build trust to overcome objections and resolve the debt
Advise business owners of potential actions surrounding defaults
Ensure compliance with all laws associated with recovery
Meet daily call expectations of 100+ with accounts worked
Call debtors to secure payments on past-due accounts
Knowledge of skip tracing and asset searches preferred
Successfully manages a queue of 200+
Must have the ability to exceed daily, weekly, and monthly expectations consistently
Must follow established policies & procedures
Must take direction well and be self-motivated
Other duties as assigned
Qualifications:
High School Diploma or Equivalent (G.E.D.)
2 years of collection experience preferred
Excellent telephone and customer service skills
Working knowledge of Microsoft Office programs including Outlook, Word and Excel.
This is a remote opportunity
Greenberg, Grant & Richards, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
About Greenberg, Grant & Richards, Inc.:
Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have offices in Austin, Houston, Denver, and Tampa. We have been an industry leader for over 30 years and set the bar for collecting other companies commercial accounts receivable issues. Our focus is solely business to business. Looking at our next 30 years we are focusing on expansion and bringing on board the next generation of employees. We currently have over 10,000 active clients and we collect over 100 million dollars a year for our clients. If you are looking to get into a “Recession and Pandemic Proof Industry”, this is the place for you! Once you get in, you'll never leave.
If you are in car sales, you only get your customer back every 3-5 years. If you are in home sales, you only get your customer back every 10 years. In commercial collections, once you land a client, your client comes back every month. They place accounts every day and they are never taken from you. That is the key to sales, getting repeat business and continuously growing your file year over year. Many clients have been with us over 20 years. We have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. We attract and hire the top talent across the nation to be a part of our team.
Why Choose Greenberg, Grant & Richards, Inc.?
We are growing and we want the best of the best to come and grow with us.
75% employer paid Medical, Dental & Vision
Great Work Location
401K
Paid Life Insurance
Paid Time Off
No nights and weekends
Off early on Friday
Flex Time / PTO
Employee Driven Culture
Salary Description $36,000 to $100,000 per year (plus commission