Compliance Lead
Pagaya job in Day, NY
Shape the Future of Finance Pagaya is building a leading artificial intelligence network to help our partners grow their businesses and better serve their customers. Pagaya is a global technology company making life-changing financial products and services available to more people nationwide, as it reshapes the financial services ecosystem. By using machine learning, a vast data network and a sophisticated AI-driven approach, Pagaya provides comprehensive consumer credit and residential real estate solutions for its partners, their customers, and investors. Its proprietary API and capital solutions integrate into its network of partners to deliver seamless user experiences and greater access to the mainstream economy. Pagaya has offices in New York and Tel Aviv. For more information, visit pagaya.com.
Let's create better outcomes together!
About the Role
Pagaya is seeking a Compliance Lead to join our New York City office. This role will play a critical part in overseeing compliance operations, monitoring, and advisory functions across Pagaya's U.S. business. You'll partner closely with Legal, Risk, and Operations to ensure the company's activities align with applicable regulatory requirements and internal policies. The ideal candidate is a hands-on compliance professional with experience in consumer finance or securities, who thrives in a dynamic, fast-moving environment and can balance regulatory rigor with business practicality.
Responsibilities
Lead day-to-day compliance operations and serve as a trusted advisor to business leaders across Pagaya's U.S. business lines.
Develop and execute compliance monitoring, testing, and review programs to identify and mitigate risk.
Support the design and implementation of compliance frameworks for new products and business initiatives, including auto and point-of-sale (POS) lending.
Partner with Legal, Risk, and Product teams to embed compliance requirements into product design, operational processes, and decision-making.
Assist in regulatory examinations and interactions with external auditors, ensuring accurate and timely responses.
Monitor regulatory developments and industry trends to proactively assess and address potential compliance impacts.
Promote a culture of compliance awareness and accountability across the organization.
Requirements
5-8 years of compliance experience in a dynamic, evolving organization, ideally with a background in the lending, consumer finance, or securities industries.
Strong understanding of U.S. regulatory requirements relevant to consumer lending and investment activities.
Demonstrated experience designing or managing compliance programs, including monitoring and testing activities.
Excellent communication and relationship-building skills, with the ability to influence cross-functional partners and senior stakeholders.
Excellent organizational skills, with a proven ability to multitask and operate with sound judgment in a fast-paced, evolving environment.
The pay ranges for New York-based hires are commensurate with candidate experience.
Pay ranges for candidates working in locations other than New York may differ based on the cost of labor in that location.
Compensation Range for New York Based Hires$140,000-$160,000 USD
Our Team
Pagaya was founded in 2016 by seasoned research, finance, and technology entrepreneurs with our head quarters located in NYC and Tel Aviv.
We move fast and smart, identifying new opportunities and building end-to-end solutions from AI models and unique data sources. Every Pagaya team member is solving new and exciting challenges every day in a culture based on partnership, collaboration, and community.
Join a team of builders who are working every day to enable better outcomes for our partners and their customers.
Our Values
Continuously Learn- We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners.
Debate and Commit- We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together.
Dream Big and Act- We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy.
Advance Inclusion- We create a world where everyone can win, designing systems that better represent people and generate sustainable value for our employees, partners and investors.
Be Accountable Together- We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team.
More than just a job
We believe health, happiness, and productivity go hand-in-hand. That's why we're continually looking to enhance the ways we support you with benefits programs and perks that allow every Pagayan to do the best work of their life.
Auto-ApplyPrincipal Product Manager
Pagaya job in Day, NY
Shape the Future of Finance Pagaya is building a leading artificial intelligence network to help our partners grow their businesses and better serve their customers. Pagaya is a global technology company making life-changing financial products and services available to more people nationwide, as it reshapes the financial services ecosystem. By using machine learning, a vast data network and a sophisticated AI-driven approach, Pagaya provides comprehensive consumer credit and residential real estate solutions for its partners, their customers, and investors. Its proprietary API and capital solutions integrate into its network of partners to deliver seamless user experiences and greater access to the mainstream economy. Pagaya has offices in New York and Tel Aviv. For more information, visit pagaya.com.
Let's create better outcomes together!
About the Role
Pagaya sits at the intersection of lenders, consumers, and investors in the consumer credit ecosystem. We are seeking a Principal Product Manager to serve as a strategic and operational thought partner to the Chief Product Officer, driving cross-product initiatives that scale Pagaya's platform and deepen its value across personal loans, auto finance, and point-of-sale (POS) lending.
This is a senior individual contributor role - ideal for a highly accomplished product leader who thrives on connecting strategic insight with executional rigor. You'll influence Pagaya's product direction, partner with executives across Product, Engineering, Data Science, and Capital Markets, and own initiatives critical to the company's growth trajectory.
Responsibilities
Strategic Leadership & Influence
Partner directly with the Chief Product Officer to define and drive key strategic initiatives across Pagaya's product ecosystem.
Translate company and business objectives into actionable product strategies, frameworks, and roadmaps that guide execution across teams.
Act as a trusted advisor to senior leadership on product direction, trade-offs, and prioritization.
Monitor market, regulatory, and competitive trends to identify opportunities for innovation and differentiation.
Execution & Delivery
Lead complex, cross-functional product initiatives - from concept to delivery - ensuring measurable business outcomes.
Develop clear, data-driven roadmaps aligned with growth, scalability, and partner success.
Engage deeply with Engineering and Data Science to design, validate, and launch scalable systems and platforms.
Use a metrics-driven approach to define success, measure performance, and iterate quickly based on feedback and data insights.
Customer, Partner & Market Focus
Collaborate with Pagaya's partners - banks, fintechs, and investors - to understand needs, identify leverage points, and shape new opportunities.
Distill customer insights and partner feedback into clear product requirements and strategic recommendations.
Represent Pagaya's product vision with credibility and impact in executive and external discussions.
Work across Auto, Personal Loans, and Point of Sale. (OEM, Captives)
Culture & Collaboration
Serve as a role model for product excellence - combining analytical depth, curiosity, and executional discipline.
Drive a culture of collaboration, accountability, and innovation across Product, Engineering, and Business teams.
Mentor emerging PMs and cross-functional partners to elevate product thinking and strategic rigor.
Requirements
10+ years of progressive product management experience, including time in high-growth fintech or consumer lending environments (e.g., SoFi, Affirm, or similar).
Proven success driving strategy and execution for complex, multi-stakeholder products - ideally within lending, banking, or credit ecosystems.
Strong executive presence and communication skills, with the ability to influence at all levels and synthesize complex ideas clearly.
Deep technical fluency - able to engage confidently with engineering and data teams on architecture, scalability, and trade-offs.
Demonstrated ability to operate as a strategic IC: self-directed, detail-oriented, and able to move seamlessly between strategy and execution.
Analytical and data-driven mindset with a disciplined approach to decision-making and prioritization.
Bachelor's degree required; advanced degree preferred.
Based in or able to regularly travel to New York City.
The pay ranges for New York-based hires are commensurate with candidate experience.
Pay ranges for candidates working in locations other than New York may differ based on the cost of labor in that location.
Compensation Range for New York Based Hires$220,000-$260,000 USD
Our Team
Pagaya was founded in 2016 by seasoned research, finance, and technology entrepreneurs with our head quarters located in NYC and Tel Aviv.
We move fast and smart, identifying new opportunities and building end-to-end solutions from AI models and unique data sources. Every Pagaya team member is solving new and exciting challenges every day in a culture based on partnership, collaboration, and community.
Join a team of builders who are working every day to enable better outcomes for our partners and their customers.
Our Values
Continuously Learn- We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners.
Debate and Commit- We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together.
Dream Big and Act- We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy.
Advance Inclusion- We create a world where everyone can win, designing systems that better represent people and generate sustainable value for our employees, partners and investors.
Be Accountable Together- We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team.
More than just a job
We believe health, happiness, and productivity go hand-in-hand. That's why we're continually looking to enhance the ways we support you with benefits programs and perks that allow every Pagayan to do the best work of their life.
Auto-ApplyAssociate Financial Advisor
Greenwich, NY job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 2 Church St, Greenwich, NY
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $68900.00
Hiring Maximum: $73300.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500Âą company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
ÂąFortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Customer Service Representative
Jericho, NY job
Basic Function:
The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.
Principal Responsibilities:
Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
Assist customers with deposits, withdrawals, or payments and resolve client concerns.
Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
Open commercial and consumer accounts and assist customers with routine account related inquiries.
Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
Utilize Sales Force to track client interactions.
Assist with branch vault opening, closing and balancing procedures.
Inform customers about bank products and services.
Always maintain a professional appearance and demeanor.
Comply with all department Security, company policies, procedures, and regulations.
Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.
Background and Experience:
High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
Excellent organizational and time management skills.
Ability to work independently with little to no supervision.
Cash handling experience preferred.
High level of accountability, efficiency, and accuracy.
Prior Customer Service experience.
Microsoft Office and Excel skills. Salesforce experience preferred.
Location: Esquire Bank, Jericho, NY (On-site)
Full time - M-F 8:30 am - 5:30 pm
Estimated Salary Range:
$40,000 - $55,000 / year
Compensation may vary based on education, skills, qualifications and/or expertise.
C++ Developer
New York, NY job
The Role:
We are seeking exceptional C++ Technologists to join our team to further enhance and build within our trading infrastructure.
What You'll Do:
Write high-performance C++ code
Enhance our next-generation trading platform
Implement mission-critical trading infrastructure
What You'll Bring:
A minimum of 2 years of experience writing high-performance C++
Expertise in modern C++ (C++17/20, etc.)
In-depth understanding of network programming and distributed computing
Market Data Knowledsge
Strong knowledge of Unix/Linux fundamentals
Solid grasp of data structures and algorithms
Director of Business Operations
New York, NY job
Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.
Come join Curacity: Hotel marketing software that turns media into revenue!!
Position: Director of Business Operations
Reports to: SVP Business Operations
Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday)
About Curacity
Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10Ă—-20Ă— ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT.
Position Overview
We are seeking an experienced Director of Business Operations to lead our internal initiatives and facilitate continued growth through strategic operations and process management. This role will be instrumental in optimizing our internal processes and technology ecosystem while ensuring seamless integration with our proprietary hospitality technology platform. The ideal candidate will combine deep technical expertise in operational technologies, a proven track record of establishing scalable, resource-efficient processes and strong leadership skills with a passion for the hospitality industry.
Key Responsibilities
Strategic Leadership
Develop and execute comprehensive business operations strategy to improve Efficiency Metrics (time to activation, time to first content, time to payment) by 10%
Coordinate with product, tech/engineering, sales, and customer success teams to optimize systems performance and consistency
Drive innovation, including AI, in our infrastructure to become more scalable, repeatable, and sophisticated, including process automation.
Technical Operations Management
Oversee end-to-end ad campaign management including trafficking/account setup, process optimization, troubleshooting and problem resolution and reporting
Maintain a mastery of our internal tools and systems, including our CRM, Customer Support/Ticketing systems, project management and internal reporting/analytics platforms
Ensure accurate, scalable data processing, reporting and billing processes across all customers
Establish and maintain a system of regular process/technology audits to ensure compliance with all internal and external SLAs and customer commitments
Proactively identify and implement process and technology improvements to provide outstanding experiences and outcomes for our hospitality customers and distribution/content partners
Lead the implementation of new products and services as defined by our leadership team
Ensure the timely and satisfactory resolution of any customer issues or escalations as identified by the Sales or Customer Success teams
Team Leadership & Development
Build and manage a high-performing team including platform ops specialists, data processing personnel and billing analysts
Mentor team members on hospitality industry best practices and emerging technologies
Foster a culture of continuous improvement and data-driven decision making
Client & Revenue Focus
Partner with Sales, Product, Distribution, Strategy and Customer Success teams to support new business opportunities and client retention initiatives
Develop robust platform operations processes that enhance client experience and drive account growth
Create and present performance reports and strategic recommendations to hospitality clients and internal stakeholders
Required Qualifications
Bachelor's degree in Marketing, Business, Economics, Engineering, or related field
6+ years of experience in digital advertising operations with 3+ years in leadership roles
Proven expertise with major CRM and operations platforms (Hubspot, ChurnZero, etc.)
Experience with hospitality, travel, or advertising technology preferred
Strong understanding of hotel technology space
Excellent analytical skills with proficiency in data analysis tools and SQL
Outstanding communication and presentation skills with ability to translate technical concepts for non-technical stakeholders
Preferred Qualifications
Experience scaling operations at high-growth technology companies
Knowledge of hospitality industry dynamics, booking funnels, and guest journey optimization
Background with hotel PMS systems, booking engines, or hospitality technology platforms
Certifications in Google Ad Manager, programmatic platforms, or relevant ad tech tools
Experience with privacy regulations (GDPR, CCPA) and their impact on hospitality advertising
Why Curacity?
You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge adtech, with the opportunity to shape the future of hospitality marketing.
What We Offer
Equity: Stock options are offered to all full-time employees
Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution
Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees)
Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year
PTO: 15 personal days, in addition to 10+ public holiday closure dates
Wellness: $100 monthly stipend for health and wellness related activities
Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members
Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap
Equal Opportunity
Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.
We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
Associate Financial Advisor
Port Jefferson, NY job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 640 Belle Terre Road Bldg B, Port Jefferson, NY
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $81900.00
Hiring Maximum: $87000.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500Âą company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
ÂąFortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Junior Discretionary Trader
New York job
Please only apply to the one job you feel best fits your skillset and experience. If our team feels you are better suited for another role, we will reach out about the alternate opportunity.
We are looking to hire recent graduates to join our Discretionary Trading team. As a Junior Discretionary Trader, you will have the opportunity to work alongside our senior discretionary traders, who will provide on the desk training and mentorship. Your goal will be to help maintain target portfolio positions by assisting the senior traders with daily portfolio monitoring, maintenance, and hedging. As a collaborative organization, our discretionary traders work closely with quantitative researchers to leverage our world-class research platform to improve both discretionary and systematic strategies. You will leverage and develop a broad range of skills including fundamental and macro analysis, research, portfolio construction, risk management and execution. We currently run discretionary strategies in Equities, Commodities, Rates/FX, and Credit including Volatility trading across all asset classes. If you have an interest in trading and would like to learn how to manage your own risk over time, we encourage you to apply.
Collaborate with senior traders and quantitative researchers to structure and evaluate new trading opportunities
Generate PnL tracking and attribution reports based on trade ideas
Monitor and analyze portfolio performance to generate risk reports
Hedge books and allocate hedges appropriately
Execute large or complex trades which cannot be automated due to complexity or liquidity constraints
Required Qualifications:
Recent, or soon to be graduate, with relevant course work, internship, or other applicable experience or knowledge
Bachelor's degree in a quantitative or related field such as Mathematics, Statistics, Econometrics, Engineering, Operations Research, Computer Science, Physics, Economics, Finance
Strong communication skills with the ability to collaborate with teammates globally
Strong sense of urgency with the ability to work well in a fast-paced environment
Programming skills essential, with at least one major programming or scripting language, strong preference for Python.
The minimum base salary for this role is $150,000 if located in New York. This expectation is based on available information at the time of posting. This role may be eligible for discretionary bonuses, which could constitute a significant portion of total compensation. This role may also be eligible for benefits, such as health, dental, and other wellness plans, as well as 401(k) contributions. Successful candidates' compensation and benefits will be determined in consideration of various factors.
#LI-DN
Auto-ApplyClient Relationship Specialist - Lake Grove, NY
Lake Grove, NY job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Workday Payroll Consultant
New York, NY job
Senior Workday Payroll Consultant - 9-12 Month Contract
Hale International is partnering with a large manufacturing organization to support the implementation of Workday Payroll across a complex, unionised environment. We are looking for an experienced Senior Workday Payroll Consultant to play a key role in the delivery of this programme, supporting a payroll population of approximately 15,000 employees across multiple U.S. states and select international locations.
This role will cover the full lifecycle of the implementation, from design and requirements gathering through testing, go-live, and post-production stabilization and optimisation.
Key Responsibilities:
Lead the configuration and delivery of Workday Payroll across a large, multi-entity manufacturing workforce.
Support weekly, bi-weekly, semi-monthly, monthly, and off-cycle payroll runs.
Gather detailed business and payroll requirements by working directly with Payroll, HR, Finance, Compliance, and Union stakeholders.
Provide expert guidance on Workday Payroll best practices, tailored to a unionised manufacturing environment including shift work, overtime, premiums, and complex pay rules.
Configure and support multi-state payroll processing and compliance, with a focus on California, Oregon, Washington DC, and Virginia.
Support aspects of global payroll for Canada, France, and the UK.
Lead testing across all phases, including UAT, Parallel Payroll, and full end-to-end testing.
Work closely with technical teams to resolve payroll, integration, and data issues.
Support payroll data migration and validation, including balances and year-to-date figures.
Provide hands-on support during post-go-live stabilization, followed by optimisation and enhancement activities.
Partner with Time Tracking, Absence, Benefits, and Finance teams to ensure full end-to-end payroll integration.
Support knowledge transfer and help establish strong operational processes for the business.
Required Experience:
5+ years of Workday Payroll experience, including at least one full end-to-end implementation.
Strong background delivering payroll solutions within manufacturing or similarly regulated environments.
Proven experience supporting unionised payroll populations.
Hands-on experience with multiple payroll frequencies (weekly, bi-weekly, semi-monthly, monthly, and off-cycle).
Strong knowledge of multi-state payroll compliance, particularly CA, OR, DC, and VA.
Exposure to global payroll operations (Canada, France, and the UK) highly desirable.
Demonstrated experience leading UAT, Parallel, and End-to-End payroll testing.
Confident working directly with senior stakeholders on requirements gathering and solution design.
Strong reporting, reconciliation, and audit support experience.
Excellent communication skills and the ability to work in fast-paced, large programme environments.
This is an excellent opportunity to take a lead role on a large-scale Workday Payroll implementation within a complex, unionised manufacturing business, with additional exposure to global payroll operations.
Principal Front-End Developer - Trading Platforms
New York, NY job
Job Title: Principal Front-End Developer - Trading Platforms
Employment Type: Full-Time, Direct Hire
About the Role
We're seeking a highly skilled Principal Front-End Developer to lead the development of sophisticated trading platforms and financial systems. This role is ideal for a seasoned technologist with deep experience in financial markets and a passion for building scalable, high-performance applications that support fund administration and regulatory compliance.
Responsibilities
Architect and develop front-end components for trading and fund administration platforms
Collaborate with cross-functional teams including product managers, traders, and compliance officers
Implement CI/CD pipelines using tools like Jenkins and Azure DevOps
Design and deploy microservices-based applications on Azure Cloud and Data Bricks
Ensure adherence to financial regulations and data governance standards
Lead code reviews, mentor junior developers, and champion engineering best practices
Required Skills & Experience
10+ years of software development experience, with a strong focus on front-end systems
Expert-level proficiency in C#, .NET, .NET Core, SQL
Hands-on experience with CI/CD tools (Jenkins, Azure DevOps) and unit testing frameworks
Proven experience with microservices architecture, Azure Cloud, and Data Bricks
Deep understanding of financial instruments, trading workflows, and regulatory requirements
Industry experience with platforms such as Geneva, Orchestrade, Bloomberg, or FlexTrade
Demonstrated success in developing fund administration and/or financial systems
Preferred Qualifications
Experience with containerization (Docker, Kubernetes)
Familiarity with FIX protocol and market data integration
Strong analytical and communication skills
Agile development experience
Director, Innovation & AI SME, US & Americas
New York, NY job
This position has been established to support CA-CIB Americas in developing and driving the innovation and AI portfolio.
The AI SME will be tasked with defining and executing the AI Americas strategy, which includes establishing effective governance with the AI factory team based in Paris, Headquarters.
Locally, the AI SME will be responsible for fostering strong collaborations with executive leadership across the Bank to identify AI opportunities. Additionally, they will work closely with various teams to achieve business goals and enhance client experiences.
The ideal candidate will drive the implementation of AI solutions, ensuring the Bank adheres to best-in-class delivery approaches for safe and scalable methods.
This role requires a solid understanding of the banking sector, expertise in AI/ML technologies, and the ability to integrate AI into banking processes effectively. The candidate must also be able to influence stakeholders while prioritizing and executing strategic initiatives successfully.
The AI SME will act as a leading authority on AI within CA-CIB Americas and report directly to the Americas Chief Information Officer/Head of Global IT (GIT) and functionally to the Head of the AI factory in Head office.
Key Responsibilities
• Serve as a key representative of the AI Factory, promoting and implementing AI solutions and culture throughout CA-CIB Americas
• Cultivate strong relationships with local C-suite executives to align AI strategies with broader organizational objectives, ensuring support and advocacy for AI initiatives
• Communicate local requirements and insights to the head office and the AI Factory, and generate relevant use cases
• Oversee local AI governance and reporting to ensure compliance and transparency in AI usage across Americas operations
• Build and manage the local portfolio of AI use cases in collaboration with business and IT teams, ensuring alignment with local needs
• Manage the “New Service & Usage” process related to AI solutions in collaboration with local support functions (Risk, Compliance, Legal, IT Security…).
• Develop a comprehensive training plan: identifying target audiences, training requirements, and priority areas.
• Establish the practice as a thought leader in the AI space through active industry participation, publications, and advocacy for ethical AI practices.
• Stay abreast of local AI market trends, including competitor activities and innovation, and provide regular insights to inform strategic decisions.
Communication
Key Internal Contacts
Regional and local management,
Central AI factory and GIT IT lines.
Control functions in particular RPC, CPL, LGL and ISS, COO Office.
Business lines
Key External Contacts
Local innovative and AI ecosystem.
Education
Advanced degree in AI, Data Science, Computer Science, Business, or a related field.
Experience
Practice Building: Proven ability to establish and scale a practice or team, including acquiring new clients and developing innovative service offerings.
Strategic Leadership: Expertise in defining and executing AI strategies that deliver significant business outcomes.
C-suite Engagement: Experience working with senior executives to drive alignment and communicate the value of AI initiatives.
AI and Machine Learning Knowledge: Strong understanding of AI models, frameworks, and analytics, with the ability to bridge technical and business perspectives.
Demonstrated ability to deliver large-scale training sessions to diverse audiences with varying levels of expertise on the subject matter
Required skills
Be passionate about AI & Innovation - focused on defining the broad AI strategy and how to bring to life within the Bank.
Naturally curious and logically minded
Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence
Highly self-motivated and ability to remain calm under intense pressure
Team oriented
Analytical and data-driven with knowledge of KPI frameworks such as OKRs or HEART to communicate measures of success.
IT literate
Good understanding of bank products
Extensive market knowledge
Model Risk (Risk Management) : Job Level - Associate
New York, NY job
Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks.
Responsibilities
* Perform independent review and model validation for the firm's stress testing models for CCAR and BAU stress testing, CECL/IFRS9 models for reserve
* Provide effective challenge to the model conceptual soundness, perform independent tests, write comprehensive validation documentation for models validated
* Develop challenger model methodologies for the official production models
* Effectively communicate model validation conclusions to management - 3+ years' in relevant risk management experience including model risk management and risks analytics preferred
* Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred
* Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding wholesale lending and retail lending business is preferred
* Prior experience with developing or validating models is a plus
* Strong written and verbal communication, critical thinking, problem solving and team collaboration skills
* Familiarity with coding languages (Python preferred)
* Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyPartnerships Counsel
Pagaya job in Day, NY
Shape the Future of Finance Pagaya is building a leading artificial intelligence network to help our partners grow their businesses and better serve their customers. Pagaya is a global technology company making life-changing financial products and services available to more people nationwide, as it reshapes the financial services ecosystem. By using machine learning, a vast data network and a sophisticated AI-driven approach, Pagaya provides comprehensive consumer credit and residential real estate solutions for its partners, their customers, and investors. Its proprietary API and capital solutions integrate into its network of partners to deliver seamless user experiences and greater access to the mainstream economy. Pagaya has offices in New York and Tel Aviv. For more information, visit pagaya.com.
Let's create better outcomes together!
About the Role
We are seeking a seasoned and strategic Partnership and Product Counsel to join our growing legal team. This person will serve as a key legal partner for our product and marketing teams, providing expert guidance on a wide range of legal and regulatory matters. You will be instrumental in shaping compliant, high-performance programs for our consumer lending products, including direct mail campaigns. The ideal candidate is a proactive, business-minded lawyer who is comfortable operating at both a strategic and tactical level, providing clear, actionable advice to both executives and hands-on teams. This person is expected to have a comprehensive understanding of Pagaya's core business and a solid working knowledge of financing principles, particularly in the negotiation and drafting of legal agreements necessary to formalize partnership arrangements and to facilitate the sale and servicing of loans and other financial assets.
We are seeking an intelligent, motivated, self-starter with excellent judgment to join our growing legal team in a rapidly expanding company. The ideal candidate is a business-minded lawyer focused on execution and prepared to take a lead role in collaborating with our Business, Technology, Capital Markets, and other teams and stakeholders, including Risk and Compliance.
Success in the role requires someone who is proactive, collaborative, and comfortable providing both high-level strategic support and detailed legal advice. Passion for business growth is crucial for success at Pagaya. We are looking for a candidate excited by the challenge of working in a legally complex global fintech company and who welcomes the dynamic environment of a growing company. This role involves engagement with employees and management at all levels, making social and communication skills vital for building strong working relationships.
The role reports directly to the Chief Legal Officer and will be located in New York.
Responsibilities
Serve as the primary legal advisor for product development, marketing initiatives, and new features, ensuring compliance with relevant laws and regulations in the fintech and consumer credit space.
Act as a strategic partner to our business team in connection with drafting, reviewing, and negotiating commercial agreements related to the acquisition and servicing of various asset classes.
Build, analyze, and structure complex partnerships.
Advise on all aspects of marketing and advertising, with deep expertise in digital and direct mail campaigns, to mitigate legal and regulatory risks.
Collaborate cross-functionally with Risk, Product, and Partnerships teams to shape and execute compliant, high-performance programs.
Stay informed about regulatory changes affecting consumer lending and credit products to proactively identify and address legal risks.
Provide clear, actionable legal advice to a variety of stakeholders, balancing legal risk with business objectives.
Act as a strategic partner to our business team in connection with drafting, reviewing, and negotiating commercial agreements related to the acquisition and servicing of various asset classes.
Requirements
A qualified attorney in the United States (preferably NY).
6+ years of experience in a US law firm and/or in-house, although the right candidate could have significantly more experience.
Excellent contract drafting skills and the ability to negotiate and advise on complex transactions with minimal support from external counsel.
Familiarity with US consumer credit/lending legal and regulatory regimes, including FCRA, GLBA, TILA, etc.
Excellent judgment and initiative in developing creative, practical, and effective solutions, using a business-first approach.
Deep expertise in direct mail marketing, including list selection, testing, regulatory nuances, and campaign execution.
Significant experience working cross-functionally with Risk, Product, and Growth teams.
Strong analytical acumen, with the ability to monitor performance and identify optimization opportunities.
Assertive, results-driven, and comfortable navigating ambiguity.
Comfortable operating at both the strategic and tactical level-influencing executives while remaining hands-on.
Significant experience negotiating purchase and servicing agreements for consumer credit assets (unsecured loans, auto loans, credit cards, point-of-sale) is preferred.
Native/Fluent English (written and spoken).
The pay ranges for New York-based hires are commensurate with candidate experience.
Pay ranges for candidates working in locations other than New York may differ based on the cost of labor in that location.
Compensation Range for New York Based Hires$200,000-$240,000 USD
Our Team
Pagaya was founded in 2016 by seasoned research, finance, and technology entrepreneurs with our head quarters located in NYC and Tel Aviv.
We move fast and smart, identifying new opportunities and building end-to-end solutions from AI models and unique data sources. Every Pagaya team member is solving new and exciting challenges every day in a culture based on partnership, collaboration, and community.
Join a team of builders who are working every day to enable better outcomes for our partners and their customers.
Our Values
Continuously Learn- We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners.
Debate and Commit- We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together.
Dream Big and Act- We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy.
Advance Inclusion- We create a world where everyone can win, designing systems that better represent people and generate sustainable value for our employees, partners and investors.
Be Accountable Together- We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team.
More than just a job
We believe health, happiness, and productivity go hand-in-hand. That's why we're continually looking to enhance the ways we support you with benefits programs and perks that allow every Pagayan to do the best work of their life.
Auto-ApplyEngineer III, Software Development
New York, NY job
S&P Global Ratings
The Role: Software Engineer
The Team: The team is responsible for building external customer facing websites using emerging tools and technologies. The team works in a significant environment that gives ample opportunities to use creative ideas to take on complex problems for Commercial team.
The Impact: You will have the opportunity every single day to work with people from a wide variety of backgrounds and will be able to develop a close team dynamic with coworkers from around the globe. You will be making meaningful contribution in building solutions for the User Interfaces/Webservices/API/Data Processing
What's in it for you:
Build a career with a global company.
Grow and improve your skills by working on enterprise-level products and new technologies.
Enjoy attractive benefits package including medical benefits, gym discounts, and corporate benefits.
Ongoing education through participation in conferences and training.
Access to the most interesting information technologies.
Responsibilities:
Drive the development of strategic initiatives and BAU in a timely manner, collaborating with stakeholders.
Set priorities and coordinate workflows to efficiently contribute to S&P objectives.
Promote outstanding customer service, high performance, teamwork, and accountability.
Define roles and responsibilities with clear goals and processes.
Contribute to S&P enterprise architecture and strategic roadmaps.
Develop agile practices with continuous development, integration, and deployment.
Collaborate with global technology development teams and cross-functional teams.
What We're Looking For:
Bachelor's / Master's Degree in Computer Science, Data Science, or equivalent.
4+ years of experience in a related role.
Excellent communication and interpersonal skills.
Strong development skills, specifically in ReactJs, Java and related technologies.
Ability to work in a collaborative environment.
Right to work requirements: This role is limited for candidates with indefinite right to work within the USA.
Compensation/Benefits Information (US Applicants Only):
S&P Global states that the anticipated base salary range for this position is $90,000 - $120,000. Final base salary for this role will be based on the individual's geographical location as well as experience and qualifications for the role.
In addition to base compensation, this role is eligible for an annual incentive plan. This role is not eligible for additional compensation such as an annual incentive bonus or sales commission plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please
click here.
CRE Property Inspector
Lake Success, NY job
is $50,000-$80,000/Annually.
Duties and Responsibilities/Results:
Perform full interior and exterior inspections of commercial properties, including, but not limited to, multifamily, mixed-use, office, retail, and industrial properties.
Perform a thorough tour of the property (self-guided at times).
Provide sufficient photos of the property, neighborhood, and comparable properties.
Research public databases in order to identify open building violations, tax liens, water charges, etc., prior to inspection.
Interview tenants, owners, and property management to verify rent roll information, occupancy status, and identify and discuss the status of any open building violations and/or needed repairs.
Prepare property inspection reports to be retained as part of the loan file and effectively communicate any immediate areas of concern to Bank management.
Assists as needed by performing other related duties, which may be necessary from time to time.
Job Specifications:
High School Diploma or equivalent.
Minimum of 1-year professional Commercial Real Estate experience required.
Must have strong verbal and written communication skills.
Require attention to detail
Able to analyze information gathered in order to identify potential problems or discrepancies
Commercial real estate experience, property inspection, and/or property management experience is preferred.
Should have a strong computer background, including Internet search skills and demonstrated knowledge of Microsoft Word and Excel.
Strong communication and customer service skills.
Other requirements:
Must have a valid driver's license, access to a personal vehicle, and be willing and able to travel to various locations throughout the Metropolitan New York area.
Must have basic geographic knowledge of the New York Metropolitan Area.
Must be physically able to inspect all property types as required for job duties:
Performs work both indoors and outdoors and may be subject to weather extremes.
Walks, stands, and stoops for extended periods of time on flat surfaces as well as inclines, declines, uneven, narrow, slippery, natural or paved terrain, etc.
Climbs up and down stairs, ramps, and grades.
Manager of Banking Operations and Administration
Middletown, NY job
Join us in shaping the future of Banking Operations… Step into a role where your strategic mindset and operational expertise fuel the operational efficiencies and next evolution of our Credit Union. As the Manager of Banking Operations & Administration, you'll be empowered to lead with impact and cultivate a high-performing team that powers everything from branch support to digital banking experiences.
If solving complex challenges, elevating processes, and championing smarter, more efficient ways of working is your specialty, look no further. You'll influence cross-departmental initiatives, optimize vendor relationships, and drive innovation that directly enhances how our current and future members bank with us every day.
Here's a little about us:
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
* Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
* Excellence: We strive to provide our members with the best possible service.
* Teamwork: We believe that we can achieve more together than we can alone.
* Respect: We treat each other with dignity and respect.
* Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community.
POSITION PURPOSE
The Manager of Banking Operations and Administration is responsible for leading a high-performing team dedicated to the efficient delivery of operational support and administrative excellence across the credit union. This role provides strategic oversight of Retail Banking operations and serves as a key advocate for process improvement and operational innovation throughout the organization.
By maintaining a deep understanding of industry trends, regulatory requirements, and emerging technologies, the Manager ensures the continued evolution of the credit union's operational framework. The position oversees products and vendor relationships for deposit operations, online banking, mobile banking, ATM services, and card services, ensuring optimal functionality and member satisfaction.
In addition, this role supports cross-departmental collaboration, advises on strategic operational initiatives, and leads projects that advance the efficiency, compliance, and overall member experience of the credit union.
What's in it for you?
Salary: $73,000 - $91,000 per year (depending on experience)
Benefits:
* Incentives and Merit Increases
* Paid Time Off & Paid Federal Holidays
* Medical, Dental, Vision & Life Insurance
* Employee Assistance Program
* Flexible Spending Accounts/HSA
* 401(k) with Employer Match
* Educational Assistance
* Paid Time to Volunteer
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
1. Provide strategic and operational leadership to the Banking Operations and Administration team, ensuring full utilization of credit union systems and a strong working knowledge of all supporting technologies.
2. Oversee daily balancing and reconciliation of ATM and debit card dispute general ledgers.
3. Oversee collaboration with the Application Administrator to ensure successful delivery of core and digital banking upgrades, including vendor coordination, change management, and cross-functional user acceptance testing.
4. Partner closely with the Training Department to identify knowledge gaps through departmental interactions and support ongoing staff development initiatives that enhance organizational expertise.
5. Manage workflows for all departmental functions, including those within the core and ancillary application environments.
6. Build and maintain strong relationships with internal stakeholders and external vendors to optimize the performance and support of technology systems serving members.
7. Continuously assess and enhance departmental processes to improve efficiency, accuracy, and member service delivery.
8. Provide leadership in the development, implementation, and ongoing refinement of departmental policies and procedures to ensure consistency, compliance, and operational excellence.
9. Contribute to the development and implementation of credit union-wide goals and strategic objectives.
10. Foster a culture of open communication and engagement by ensuring team members are informed, aligned, and motivated around organizational priorities.
11. Serve as the primary resource for resolving complex member issues, ensuring timely, accurate, and empathetic resolution that strengthens member trust and satisfaction.
12. Monitor card portfolio performance, including usage and growth, in collaboration with Retail Banking and Product Development, and report portfolio results to senior leadership.
13. Lead departmental initiatives and manage related resources, ensuring project completion within established timelines and budgets.
14. Recruit, develop, evaluate, and lead direct reports, ensuring the cultivation of a knowledgeable, empowered, and high-performing team.
15. Conduct regular performance reviews, providing coaching and feedback aligned with professional development and organizational objectives.
16. Allocate resources effectively to meet operational and member service demands.
17. Encourage team-driven innovation by soliciting, evaluating, and implementing process, and efficiency enhancements.
18. Ensure compliance and timely administration of IRA accounts, abandoned property, and IRS submissions.
19. Oversee the accurate and compliant administration of product maintenance and member support functions, including the VISA debit program, wire transfers, IRA servicing, and account document retention.
20. Maintain compliance with all federal and state regulations, credit union policies, and applicable governing standards.
21. Promote credit union products and services where appropriate, supporting overall member engagement and growth.
22. Demonstrate and model behaviors aligned with the organization's Core Competencies.
23. Perform other related duties and responsibilities as assigned.
Requirements
Required Knowledge:
Thorough knowledge of banking and regulation principles.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. Working knowledge of end to end payment workflows (ACH, wires, debit/ATM real time payments, and Faster Payments)
Education/Certification:
Bachelor's degree in Business preferred plus three to five years
experience in the management of an operations department; or a
comparable combination of education and experience.
Experience Required:
Experience using general office equipment
Intermediate to advanced level Microsoft Excel/Word
Experience coordinating technology initiatives across digital and core banking systems, including UAT planning, release validation, and stakeholder engagement.
Experience with COCC operating system preferred not required Skills/Abilities:
Ability to project a professional appearance and positive attitude at all times.
Excellent project management, leadership, written and verbal communication and analytical skills.
Salary Description
$73,000 - $91,000 per year depending on experience
Partner Implementation Lead
Pagaya Technologies Ltd. job in New York, NY
About Pagaya Shape the Future of Finance Pagaya is building a leading artificial intelligence network to help our partners grow their businesses and better serve their customers. Pagaya is a global technology company making life-changing financial products and services available to more people nationwide, as it reshapes the financial services ecosystem. By using machine learning, a vast data network and a sophisticated AI-driven approach, Pagaya provides comprehensive consumer credit and residential real estate solutions for its partners, their customers, and investors. Its proprietary API and capital solutions integrate into its network of partners to deliver seamless user experiences and greater access to the mainstream economy. Pagaya has offices in New York and Tel Aviv. For more information, visit pagaya.com.
Let's create better outcomes together!
About the Role
We are seeking a Partner Implementation Lead to drive the successful launch of new commercial partnerships. This role blends program management, product solutions, commercial judgment, and technical fluency. You will be the central orchestrator across internal teams and external partners, ensuring integrations, agreements, and enablement steps are executed seamlessly.
This is a high-visibility role with direct impact on revenue growth, partner satisfaction, and market expansion. The ideal candidate thrives in ambiguity, can move quickly while managing detail, and has a proven ability to lead multiple high-stakes implementations simultaneously.
Responsibilities
* Own the end-to-end partner implementation lifecycle - from signed commercial agreement through technical go-live.
* Drive alignment across Product, Risk, Compliance, Legal, Capital Markets, and senior leadership.
* Translate partner needs into actionable product and technical requirements (e.g., workflow design, data integrations, APIs).
* Build deep understanding of commercial agreements, compliance frameworks (KYC/AML), data sources, and capital markets dependencies.
* Serve as the primary partner contact throughout implementation, building confidence with proactive communication and solutions-oriented problem-solving.
* Ensure internal operational readiness for partner launch by identifying risks early and driving resolution.
* Continuously refine implementation playbooks, tools, and processes to enable scale.
* Report on implementation progress, risks, and KPIs to senior leadership.
Requirements
* 8+ years of experience in program management, solutions engineering, product management, or partner enablement in a high-growth, complex environment.
* Strong commercial acumen; comfortable navigating contracts, pricing terms, and negotiation touchpoints.
* Demonstrated success managing cross-functional initiatives across technical and business teams.
* Technical fluency: familiarity with APIs, data integrations, and system architecture.
* Experience in financial services, fintech, capital markets, or compliance-heavy industries strongly preferred.
* Exceptional judgment, ownership mindset, and ability to make fast, informed decisions.
* Gravitas to influence senior stakeholders and build trust quickly.
The pay ranges for New York-based hires are commensurate with candidate experience.
Pay ranges for candidates working in locations other than New York may differ based on the cost of labor in that location.
Compensation Range for New York Based Hires
$140,000-$165,000 USD
Our Team
Pagaya was founded in 2016 by seasoned research, finance, and technology entrepreneurs with our head quarters located in NYC and Tel Aviv.
We move fast and smart, identifying new opportunities and building end-to-end solutions from AI models and unique data sources. Every Pagaya team member is solving new and exciting challenges every day in a culture based on partnership, collaboration, and community.
Join a team of builders who are working every day to enable better outcomes for our partners and their customers.
Our Values
* Continuously Learn- We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners.
* Debate and Commit- We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together.
* Dream Big and Act- We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy.
* Advance Inclusion- We create a world where everyone can win, designing systems that better represent people and generate sustainable value for our employees, partners and investors.
* Be Accountable Together- We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team.
More than just a job
We believe health, happiness, and productivity go hand-in-hand. That's why we're continually looking to enhance the ways we support you with benefits programs and perks that allow every Pagayan to do the best work of their life.
Auto-ApplyInvestment Banker, Vice President - Healthcare
New York, NY job
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
About this role:
Wells Fargo is seeking a Lead Investment Banker, Vice President with our Healthcare team within Corporate and Investment Banking (CIB) to join its team, focusing on the Biotech and overall Healthcare sector.
In this role, you will:
Responsible for supporting the team as well as developing strategic partnerships with a select and focused group of industry clients.
Support in coordinating capabilities across the CIB platform, as well as support and help in developing relationship and product partners across broader Wholesale Banking.
Support in all efforts to represent the select client's particular needs and interests in generating new investment ideas and securities solutions, and share objective assessments of future business opportunities internally.
Required Qualifications, US:
5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Securities industry experience including Biotech coverage
Strong analytical and quantitative skills
Effective organizational, multi tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Ability to interact with all levels of an organization
Knowledge and understanding of business development: business vision, strategies, and goals
Investment banking experience
A Master's degree or higher in accounting, finance, economics or biochemistry or related fields
Strong, clear and concise written and oral communication skills
Strong credit skills
Ability to analyze trends in the competitive marketplace and related marketing developments
Experience building partnerships and consulting effectively with leadership
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Job Expectations:
Ability to travel up to 75% of the time
Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Posting Location:
New York, NY
Base Salary:
$250,000 USD Annual
May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$173,300.00 - $359,900.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
30 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Lead Talent Acquisition Partner
Pagaya job in Day, NY
Shape the Future of Finance Pagaya is building a leading artificial intelligence network to help our partners grow their businesses and better serve their customers. Pagaya is a global technology company making life-changing financial products and services available to more people nationwide, as it reshapes the financial services ecosystem. By using machine learning, a vast data network and a sophisticated AI-driven approach, Pagaya provides comprehensive consumer credit and residential real estate solutions for its partners, their customers, and investors. Its proprietary API and capital solutions integrate into its network of partners to deliver seamless user experiences and greater access to the mainstream economy. Pagaya has offices in New York and Tel Aviv. For more information, visit pagaya.com.
Let's create better outcomes together!
About the Role:
We're hiring a Lead Recruiting Partner to own and deliver critical hiring across Pagaya's U.S. business - with a primary focus on our NYC-based teams.
This is a senior individual contributor role for a hands-on recruiter who thrives in high-growth environments, builds trusted partnerships with stakeholders, and delivers high-quality outcomes with speed and precision. You'll play a key role in strengthening our talent foundation as Pagaya continues to scale, helping shape our future organization and elevating recruiting standards globally.
You'll work across functions such as Go-to-Market, Product, Risk, Capital Markets, Finance, and G&A, managing full-cycle searches while also creating lift for the broader recruiting team through operational excellence, mentorship, and continuous process improvement.
At Pagaya, recruiters are seen as business partners - not order takers. You'll be empowered to think critically, challenge assumptions, and drive data-backed hiring decisions that directly impact company performance.
Responsibilities
Own and execute full-cycle recruiting for critical roles across Pagaya's NYC-based and U.S. teams - including product, partnerships, credit, structured finance, and G&A positions.
Proactively build and maintain pipelines for key roles ahead of demand, anticipating business needs and enabling faster hiring cycles.
Develop and execute cross-departmental hiring strategies, collaborating across geographies (U.S. and Israel) to align talent priorities and elevate process consistency.
Train and advise hiring managers on recruiting best practices, interview calibration, and market dynamics.
Maintain Greenhouse data hygiene daily, ensuring accuracy, transparency, and accountability across all searches.
Influence and guide hiring stakeholders with confidence - providing clear recommendations on hiring decisions, market trends, and sourcing strategies.
Champion representation and inclusion by designing sourcing strategies that attract and high-potential diverse talent internally and externally.
Partner with Talent leadership to design and implement new tools, programs, and workflows that enhance efficiency and scalability across recruiting.
Qualifications
7+ years of full-cycle recruiting experience in a high-growth, tech-enabled, or fintech environment.
Proven ability to source, recruit, and close candidates autonomously.
Track record of delivering high-quality hires while managing multiple client groups simultaneously.
Deep knowledge of the New York and U.S. talent markets, including compensation and competitive dynamics.
Hands-on expertise with Greenhouse and LinkedIn Recruiter.
Strong business partnership skills - capable of challenging and influencing senior stakeholders thoughtfully and with data.
A self-starter who combines strategic thinking with strong execution and attention to detail.
Passion for learning, inclusion, and continuous improvement - aligned with Pagaya's core values.
The pay ranges for New York-based hires are commensurate with candidate experience.
Pay ranges for candidates working in locations other than New York may differ based on the cost of labor in that location.
Compensation Range for New York Based Hires$140,000-$165,000 USD
Our Team
Pagaya was founded in 2016 by seasoned research, finance, and technology entrepreneurs with our head quarters located in NYC and Tel Aviv.
We move fast and smart, identifying new opportunities and building end-to-end solutions from AI models and unique data sources. Every Pagaya team member is solving new and exciting challenges every day in a culture based on partnership, collaboration, and community.
Join a team of builders who are working every day to enable better outcomes for our partners and their customers.
Our Values
Continuously Learn- We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners.
Debate and Commit- We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together.
Dream Big and Act- We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy.
Advance Inclusion- We create a world where everyone can win, designing systems that better represent people and generate sustainable value for our employees, partners and investors.
Be Accountable Together- We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team.
More than just a job
We believe health, happiness, and productivity go hand-in-hand. That's why we're continually looking to enhance the ways we support you with benefits programs and perks that allow every Pagayan to do the best work of their life.
Auto-Apply