Trader
Trader job in Wayne, NJ
Job Title: Refined Fuel Trader / Trade Platform Designer → Operations & Trading Management Lead
Type: Contract to Hire.
This role is based in the NY/NJ region. We will consider candidates who live outside the area if they can travel to New Jersey during the work week on a consistent basis. This role reports to the Head of Trading / Commercial Director / Platform Program Lead
Role Summary (Two-Phase Role)
This position is intentionally structured in two stages:
Phase 1: Platform Design & Build (Initial Focus)
For the first portion of the role, the successful candidate will act as a front-office refined products trading SME and workflow owner, helping design, validate, and launch a new refined fuels trade platform. The candidate will translate real trading-desk needs into system requirements across the full lifecycle: origination → pricing → execution → logistics → due diligence/KYC → settlement.
Phase 2: Operations / Management Transition (Post-Launch Focus)
After the platform is live and stable, the role will transition into a leadership seat overseeing trade operations, execution integrity, platform adoption, and ongoing optimization, with continued commercial/trading contribution as appropriate. This is a rare opportunity to design the system first, then run the business on it.
Key Responsibilities
Phase 1 - Platform Design & Launch Ownership
Serve as trader-in-the-loop product owner for the design of a refined fuels trading platform.
Define platform requirements and user stories based on real desk workflows:
deal capture & pricing (Platts/Argus benchmarks, diffs, EFPs)
hedging and paper links to physical trades
shipping & scheduling (laycans, nominations, re-routes)
terminal/storage integration
credit checks & limits
documentation, confirmations, invoicing, settlement
Map and build in real-world exceptions: quality disputes, partial lifts, demurrage, claim handling, washouts, swaps/rolls.
Lead UAT, go-live validation, and trader/ops acceptance testing.
Partner with engineering/UX to ensure adoption-ready workflows.
Phase 1 - Trading & Market Expertise Input
Provide refined products trading expertise to ensure platform matches market and execution reality.
Help shape product scope including:
EN590 / ULSD / Gasoil
Jet A1 / Av-kerosene
Gasoline (multi-grade)
Fuel Oil (HSFO/VLSFO/MGO blends)
Naphtha + blending components
Validate arb, freight, storage, and blending economics logic in platform tools.
Phase 2 - Operations & Management Lead (Post-Launch)
Lead trade operations and execution quality once the platform is live.
Run the refined fuels trade lifecycle on the platform: execution governance, logistics coordination, due diligence/KYC/credit integrity, and settlement reconciliation.
Own platform adoption, training, and operational KPIs.
Drive a continuous improvement roadmap based on live desk feedback.
Manage or help build the operations/trading support team as volume scales.
Continue commercial/trading contribution as appropriate.
Required Experience & Qualifications
7-15+ years refined products trading at a major trading desk (Mercuria / Trafigura / Vitol / Glencore / BP / Shell / TotalEnergies / Gunvor).
Demonstrated refined fuels P&L capability and deep physical execution knowledge.
Hands-on experience with front-to-back trading platforms, such as:
Endur/Openlink, Allegro, RightAngle, SAP CTRM, AspectCTRM, Brady/Eka, Murex
Execution/market access: ICE, CME/NYMEX, Trading Technologies, Trayport
Post-trade digitization a plus: VAKT, Komgo
Strong logistics fluency: shipping, storage, blending, inspections, claims.
Ability to convert desk workflows into platform requirements for technical teams.
Bachelor's degree in Finance, Economics, Engineering, or similar.
Preferred / “Edge” Capabilities
Prior involvement in CTRM migrations, UAT, platform upgrades, or desk buildouts.
Existing counterparty network with refiners, NOCs, wholesalers, and end users.
Comfortable bridging front office, ops, credit, compliance, and engineering.
Builder mindset with high standards for usability and controls.
Proprietary Equity Trader
Trader job in Westfield, NJ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyTrader
Trader job in New Jersey
About Us We are BetMGM. We are revolutionizing sports betting and online gaming in the United States. We are a partnership between two powerhouse organizations-MGM Resorts International and Entain Group. You know our name through our exciting portfolio of brands including BetMGM Sportsbook, Borgata online, Party Casino and Party Poker. We aim to bring our ideas into action and find ways to deliver the best quality in gaming platforms.
We understand that each card in the deck plays a unique role in any given hand, just as our employees each play a unique role in accomplishing our goals as a company. We strive to create a culture of empathy where our employees feel valued, heard, and comfortable bringing their authentic selves to work. We want to build a product and a workplace that reflect the communities we serve so we approach our work fearlessly, take responsibility when we get it wrong, and ante-up again. We play to win, and we are all-in together.
We were recognized as one of Glassdoor's “Best Places to Work”.
Location: Jersey City, NJ - Hybrid
About the Role
As part of the trading team, the US Sports Trader trades US major league and college sports (American football, baseball, basketball and ice hockey). This also includes managing risk, market liabilities and supporting the product.
Responsibilities
Day-to-day trading with market moves on games, player props and futures betting. Compile and trade prices on a variety of markets. Reacting quickly to market moves to keep in line with the wider market.
New market creation across all sports and settlement. Being aware of what markets need to be settled in a timely manner that may not be automated. Constantly coming up with new markets to improve customer experience.
Monitor market liabilities. Being aware of risk across all markets and reacting accordingly. Being on top of our stop loss system and regularly updating so markets are on site at their fullest.
Manage customer risk profiles. Identifying customers betting patterns on different levels through approvals function and betting scrollers.
Support all product initiatives. Delivering on a wide range of markets to suit all customers.
Bet Acceptance. Accepting bets through our approvals functionality requiring quick decision making.
Working with compliance department with new sport, league and market approvals from new and already open US states.
Working with content team on the delivery of an optimal site for a better customer experience by flagging any display issues.
Until fully licensed as required by state regulations, this position will support trading by providing operational support to ensure the seamless execution of our Sports Trading lifecycle and enhance the overall customer experience. Responsibilities will include:
Assisting traders in day-to-day operations with market moves on games, player props and futures betting.
Full-time trading training. Acquire knowledge about Sportsbook tools, platforms, and processes.
Support the team in the resolution of issues impacting the trading team with both online and retail Sportsbooks.
Provide operational support to Sports Trading team by creating betting sheets, configuration of new leagues and markets, and other tasks as assigned.
Essential Functions
Must be able to stand or sit and operate computers and other technological devices for extended periods of time
Qualifications
High school or equivalent
2+ years of experience in Trading US Sports
Passion for US Sports
Expertise in sports statistics
Strong numerical and mathematical skills
Team player
Ability to focus
Ability to work shifts which include evenings, weekends and public holidays
Excellent knowledge of the rules of the game for all sports
Good knowledge of the betting industry
Sports betting experience is essential
Familiarity with College and Major League Players
High attention to detail
The annual salary range for this position is $62000 to $75000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. This position is also eligible for participation in a performance-based bonus plan.
Gaming Compliance & Licensing Requirements
As an online gaming company, BetMGM is required to comply with state gaming regulations which includes licensing obligations. Applicable employees must be licensed by at least one jurisdictional agency, although certain positions require licensing by multiple agencies. Failure to become licensed or maintain licensure with each agency as required for the role may result in termination of employment. Please note that the licensing process includes comprehensive background checks which may include a review of criminal records, financial history, and personal background verification.
In addition, candidates must comply with and support the company's responsible gambling policies, procedures and initiatives.
About Our Culture
Building BetMGM from the ground up takes effort, energy, and teamwork, but that's what will make leading this industry all the more satisfying. We stay focused on our main goal with the help of these four company pillars:
Believe in Your Game - Take your shot! There's a freedom to explore ideas usually only start-ups are lucky enough to experience.
Backed by the Best - With our expertise-merged with that of our world-class investors-we have the opportunity to take this business, and ourselves, farther than anyone has ever imagined.
Do What's Right - We operate with clarity and simplicity, always doing the right thing by our customers and each other, standing shoulder to shoulder every day.
Hustle Hard - Our combined commitment and ambition is what drives us to create some of the most innovative products in the industry.
What We Offer
As a valued employee, we're committed to giving you the resources and support you need. We offer Medical, Dental, Vision, Life Insurance, Commuter Benefits, Paid Time Off, Holidays, Employee Resource Groups and more!
Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. The position is also eligible for an annual bonus.
BetMGM LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all qualified individuals, regardless of race, religion, gender, gender identity, age, marital status, national origin, sexual orientation, citizenship status, veteran status, disability, or any other legally protected status. As an organization, we are unwavering in our commitment to maintaining a discrimination-free work environment, and fostering a culture of inclusivity, belonging and equal opportunity for all employees and applicants.
We understand that each card in the deck plays a unique role in any given hand, just as our employees each play a unique role in accomplishing our company goals. So, we are committed to an inclusive culture for all and empowering our employees to thrive in meaningful careers. At BetMGM, we play to win, and we are “all in” together. If your experience looks a little different from what we've identified and you think you've got what it takes, we'd love to learn more about you.
If you need assistance or accommodation with your application due to a disability, you may contact us at **********************.
This job description is not an exclusive or exhaustive list of duties a person in this position may be asked to perform from time to time.
#LI-HYBRID
#LI-JM2
Auto-ApplyInvestment Banking Program (USA) (enable auto approvals)
Trader job in New Jersey
As a Business Analyst II, you'll be responsible for documenting, reviewing, analyzing, and designing business processes and systems based on user needs, in adherence to established Change Control policies and procedures. You'll work with business partners to ensure consistency in implementing change related to the system, policy, and procedural enhancements that are required to move to a future state. You'll work in an environment that offers a wide degree of creativity and latitude with the expectation of high performance and results.
Additional responsibilities:
Establish/Create/Analyze reports relevant to Operations functions
Propose process reengineering solutions to resolve current process breaks and identify areas of opportunity for improvement
Elicit project or initiative requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task, and workflow analysis
Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
Proactively communicate and collaborate with external and internal customers to analyze information needs and functional requirements
Drive and challenge business units on their assumptions of how they will successfully execute their plans and assist with creation of processes and procedures
Serve as the conduit between the customer community (internal and external customers), support teams, business units and the development team through which requirements flow
Develop requirements specifications according to standard templates using natural language
Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability and performance needs
Requirements:
Three to five years managed account experience highly desired; focus on service, project management or support preferred
Accelerated skills in MS Office, including Excel and Access
Strong analytical and time management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements
Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, including executives, managers, and subject matter experts
Demonstrate organizational skills and ability to handle working within strict timelines
High level of professionalism in leading groups and process improvement initiatives
Experience in using enterprise-wide requirements definition and management systems and methodologies required
Ability to work nonstandard hours, including early morning, late evening, and weekends to accommodate testing schedule requirements
Auto-ApplyPrivate Client Banker - Lakewood Madison, NJ - NJ Monmouth Ocean Market
Trader job in Lakewood, NJ
JobID: 210684042 JobSchedule: Full time JobShift: Base Pay/Salary: Lakewood,NJ $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyRelationship Banker, Ocean, Monmouth, NJ
Trader job in Ocean, NJ
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives.
* Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
* Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
* Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
* Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Foster customer loyalty by addressing concerns and providing timely resolutions.
* Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
* Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
* Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
* Collaborate with team members and partners to achieve branch goals and drive overall performance.
* Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required.
* Bachelor's degree in related field: or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
* 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
* 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)
* 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
* 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
* Established relationship-building skills with a focus on customer experience and loyalty.
* Excellent customer service skills and a passion for helping others.
* Proven track record in sales and cross-selling products and services.
* Ability to work collaboratively in a team-oriented environment.
* Excellent communication, consultative and influence skills both verbal and written.
* Ability to display a credible, trustworthy, and professional image at all times.
* Proficient in using digital tools and technology to enhance customer engagement.
* Ability to follow directions, policies, and procedures.
* Ability to identify and escalate concerns of risk to appropriate channels.
* Ability to work in a fast-paced environment and manage multiple priorities.
* Computer proficiency and basic math skills.
* Ability to work branch hours, which can include weekends and evenings.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$38,250.00 USD
Maximum:
$59,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplyVenture & Growth Finance Associate Attorney
Trader job in Carteret, NJ
Job Description
VENTURE & GROWTH ASSOCIATE ATTORNEY
FINANCE / LENDER-SIDE REPRESENTATION
Preferred Locations: New York, NY | San Diego, San Francisco, Los Angeles, or Silicon Valley, CA
HYBRID (3 days/week in-office)
A top-10 AmLaw firm is seeking a mid-level Associate Attorney to join its thriving Finance Practice. This position is ideal for an attorney with experience advising banks and/or private credit funds on loans to technology, life sciences, and middle-market companies. The role offers exposure to sophisticated transactions in a collaborative and high-performing team environment.
Candidate Profile
JD from a top-tier law school with an excellent academic record
Active Bar Admission in the relevant jurisdiction, in good standing
4+ years of substantive lender-side commercial finance experience
Prior work representing banks and/or private credit funds on transactions involving technology, life sciences, and/or middle-market companies strongly preferred
Prior experience at an AmLaw 100 firm is strongly preferred
Demonstrated professionalism, sound business judgment, and ability to work effectively both independently and as part of a team
Strong analytical, drafting, and negotiation skills; exceptional attention to detail; and proven ability to manage multiple transactions simultaneously
Key Responsibilities
Represent lender clients in a range of commercial finance transactions, including venture and growth financings
Negotiate and draft loan agreements, security documents, and related financing documentation
Advise clients on structuring, risk management, and transaction strategy
Coordinate with internal practice groups and external stakeholders to ensure smooth deal execution
Manage deal timelines, client communications, and closing processes
Why Join Us?
This position offers the chance to join a prominent finance practice at a top-tier law firm, where innovation, collaboration, and professional growth are core values. You will work on high-profile, cutting-edge transactions with premier clients in the technology, life sciences, and middle-market sectors, all while developing your expertise in complex lending structures. The firm provides robust professional development resources, strong mentorship, and a supportive, inclusive culture. With a hybrid work model that promotes both flexibility and in-office collaboration, you'll have the tools, training, and team environment you need to build a thriving career.
Compensation & Benefits
Annual base salary is expected to range from $310,000 - $365,000, as determined by experience, qualifications, and market factors
Discretionary bonus opportunities
Comprehensive Benefits Package: Medical, dental, vision, disability, and life insurance; 401(k) plan; paid parental leave; generous vacation; professional development support; commuter benefits; and wellness programs
Application Requirements
Interested candidates should submit a resume, law school transcript, and cover letter indicating their preferred location for consideration.
Finance & Restructuring Associate Attorney Corporate Finance
Trader job in Princeton, NJ
Job DescriptionFinance & Restructuring Associate Attorney - Corporate Finance (3-6 Years)
Direct Counsel is seeking a Finance & Restructuring Associate Attorney to join a nationally recognized law firm with openings in multiple major markets, including Chicago, Dallas, Denver, Des Moines, Florham Park, Fort Wayne, Indianapolis, Los Angeles, Minneapolis, New York City, Philadelphia, Princeton, San Francisco, and Washington, D.C.
About the Role
The position sits within the firm's Finance & Restructuring practice and is ideal for attorneys with three to six years of corporate finance experience. Candidates should have experience working with financial institutions, private credit lenders, or borrowers in finance transactions.
Key Experience Sought
Loan originations and real estate financings
Drafting loan agreements, security documents, intercreditor agreements, and related documents
Advising on covenant compliance
Leading due diligence teams
Coordinating with specialists
Managing transactions with minimal supervision
Candidate Profile
3-6 years of relevant law firm experience
Strong drafting and transactional skills
Excellent writing ability and academic credentials
Ability to balance multiple matters independently
Compensation & Structure
Anticipated salary range: $180,000 - $315,000, depending on location and experience
Hybrid work model: three days in office per week
Comprehensive benefits, including bonuses, insurance, and 401(k)
This opportunity offers exposure to sophisticated finance and restructuring work for financial institutions, private companies, and private credit clients.
Finance Associate
Trader job in Edison, NJ
Job DescriptionBenefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Job Summary: Finance Associate Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a Finance Associate who brings together strong financial expertise with advanced technological skills. The ideal candidate will be a strategic thinker who can combine traditional accounting functions with automation, analytics, and process optimization to support a rapidly growing consulting organization.
This role will oversee the financial operations of the company while driving efficiency through Microsoft tools, automation solutions, and data analysis, ensuring the finance function remains both accurate and innovative.
Responsibilities
Financial Management & Reporting
Oversee all accounting operations, including accounts payable/receivable, general ledger, reconciliations, and accruals.
Prepare monthly, quarterly, and annual financial statements (in compliance with GAAP Preferred).
Conduct variance, cost, and profitability analyses on client projects and consulting engagements.
Lead audit preparation and coordination with external auditors and internal stakeholders.
Ensure compliance with regulatory, tax, and healthcare consulting financial standards.
Process Automation & System Efficiency
Design and maintain advanced Excel models using VBA, Power Query, and pivot tables to streamline financial reporting.
Implement and manage Power Automate workflows for automating tasks such as approvals, reconciliations, and reporting.
Administer SharePoint for finance-related document control and workflow management.
Identify and execute process improvement initiatives that enhance accuracy, speed, and scalability in financial operations.
Data Analytics & Business Insights
Analyze financial and operational data to support decision-making and business strategy.
Develop and maintain KPI dashboards for management visibility on consulting project performance and resource utilization.
Collaborate with business units to evaluate client profitability, pricing models, and financial trends.
Support budgeting and forecasting processes with data-driven methodologies.
Strategic Finance Support
Partner with leadership to assess financial viability of new consulting projects or service lines.
Provide insights into cost structures, pricing, and client ROI across pharmacy consulting portfolios.
Support cash flow management and scenario planning for business growth and investment.
Uphold strong internal controls and ensure financial data integrity across systems.
Qualifications
Bachelors or Masters degree in Accounting, Finance, or related discipline.
13 years of relevant experience in accounting, finance, or consulting ideally within pharmaceutical, healthcare, or professional services.
Strong understanding of GAAP compliance, and audit practices preferred.
Advanced proficiency in:
Microsoft Excel (VBA, Power Query, PivotTables)
Microsoft Power Automate
Microsoft SharePoint and full Office Suite
Experience with ERP systems (SAP, NetSuite or QuickBooks)
Excellent analytical, organizational, and problem-solving abilities.
Skills
Professional certification (CPA, ACCA, CMA) preferred.
Experience with Power BI or similar data visualization tools.
Knowledge of SQL or database integration for financial reporting.
Familiarity with RPA (Robotic Process Automation) or finance process digitization.
Experience in project accounting and cost management within a consulting or service-based firm.
Why Join Azend Pharma
Work with a progressive, technology-driven consulting firm in the healthcare and pharmacy sector.
Lead initiatives that merge finance, technology, and analytics to drive business efficiency.
Collaborate with experts passionate about improving healthcare operations and consulting outcomes.
Competitive compensation, learning opportunities, and a strong culture of innovation and integrity.
Leveraged Finance Associate
Trader job in Northfield, NJ
Job Description
A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices.
The ideal candidates must have 3-5 years of corporate or finance experience, excellent analytical and writing skills, and strong academic backgrounds from nationally recognized law schools. Candidates should have a minimum of 3 years of relevant experience in leveraged finance, debt capital markets, structured finance, or project finance. Big law experience preferred. Must be admitted to practice in the jurisdiction in which you are applying.
Financial Services Representative I
Trader job in New Jersey
Job Details Branch 54 McGuire - JB MDL, NJ $21.25 - $27.00 HourlyDescription
When you choose a job at Andrews Federal Credit Union, you give yourself the opportunity to grow, advance and make a difference. Andrews Federal is a mission-driven financial institution that focuses on giving members the tools they need to reach their financial goals.
We are continually developing our team of dedicated employees who are ready to serve. To create and retain this elite workforce, we offer highly competitive compensation and benefits plans, including highly desirable features like:
12 Paid Holidays a Year, Including Your Birthday
Retirement Plans - 401(k) with a 6% Match
Childcare Stipend up to $2600 to assist Working Families
Discount on Lending Products.
Tuition Reimbursement and Career Development Programs and Opportunities
Employee Assistance Program - 24/7 Support for Families
Affordable Healthcare Plan including Medical, Dental, Vision, and Rx
Employer paid Long Term Disability, Life Insurance, and AD&D
Short-Term Disability
Vacation Leave and Sick Leave
Free Parking
And when you are part of Team Andrews, you have the opportunity to be part of something bigger-- to support the financial goals and dreams of Andrews Federal members in the US, Europe and worldwide. Come be a part of our success story - and let us help you shape your career story!
Purpose of Position
The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organization's core values.
ESSENTIAL DUTIES
The position's essential duties include the following:
Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.
Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
Responds to member's requests, problems, and complaints and/or direct them to the proper person for specific information or assistance.
Build positive relationships with other lines of business by interacting with other business units.
Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
Volunteer for SEG sign-ups and other credit union activities.
Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
REQUIRED EXPERIENCE
High school diploma or GED.
Must have 6 months experience in a sales/service role within the financial services industry or other types of retail businesses.
Excellent interpersonal, verbal and written communication skills.
Knowledge of how the financial markets impact the financial services industry and excel at representing credit union products and operations
Minimal travel amongst branches may be required.
PHYSICAL REQUIREMENTS
The ability to sit and/or stand for extended periods of time.
Must be able to use a computer keyboard and a 10-key calculator.
PAY RANGE
$21.25 to $27.00
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Aprio PH - Finance Associate
Trader job in Clark, NJ
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
The Finance Associate is responsible for payroll operations and compliance-related tasks within Aprio Philippines. This role ensures accurate and timely payroll processing, assists in the preparation of government reports such as BIR forms 2316, 1601-C, and 1604-CF, and helps reconcile payroll entries with general ledger accounts. The Finance Associate contributes to maintaining regulatory adherence and operational efficiency across finance functions.
Position Responsibilities:
* Oversee end-to-end payroll process for Aprio Philippines employees.
* Compile payroll information and prepare employee salaries, taxes, deductions, and leaves.
* Ensures overtime, deductions, bonuses, and other earnings are all computed properly.
* Performs daily tasks of medium to high complexity, such as weekly, semi-monthly/monthly payroll calculations, final payment calculations, data input into payroll system, employer statutory returns and other tasks as necessary.
* Perform manual payroll as well as system payroll on a cut-off/needed basis.
* Examine the General Ledger accounts associated with salaries.
* Oversee other payroll matters and communicate necessary information to employees.
* Provide guidance and advice when necessary.
* Work with HR (compensation and benefit) as needed.
* Respond to employee payroll-related questions and requests.
* Assists in the preparation of government reports such as BIR forms 2316, 1601-C, and 1604-CF
Qualifications:
* Bachelor's degree in accounting, business and/or related degree
* At least 3 years experience of end-to-end payroll processing
* Working knowledge in both manual and system processing of payroll
* Actual experience in handling timekeeping software, HRIS and/or related payroll platforms
* Must have background in doing accounting tasks - preferably in Payroll Accounting; Payroll Accounting Analytics
* Experience using Sprout payroll software is preferred
* Familiarity with BIR reporting requirements (e.g., 2316, 1601-C, 1604-CF)
* Attention to detail and ability to handle confidential information
Perks/Benefits we offer for full-time team members:
* Wellness program
* HMO coverage
* Rewards and Recognition program
* Free shuttle service (provided by CDC | for onsite employees)
* Free lunch meal (For onsite employees)
* On-demand learning classes
* Discretionary time off and Holidays
* Performance-based salary increase
* Discretionary incentive compensation based on client or individual performance
* Hybrid set up to selected roles/location, terms and conditions may apply
* CPA & Certification Assistance and Bonus Program
What's in it for you:
* Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
* A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
* Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
* Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Global Trade Finance Rep III (US)
Trader job in Mount Laurel, NJ
Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
_The Global Trade Finance Representative III works with relationship managers by answering emails, confirming documents for renewal and working with amendments on stand by letters. They will ensure all proper documents, approvals and credit approvals are received._
**Onsite**
**Location: 6000 Atrium Way Mt Laurel NJ**
**Schedule: Monday-Friday 8:30am-5:00pm EST**
**Depth & Scope:**
+ Acts as a resource for Global Trade Finance Rep I and II
+ Receives new letters of credit and/or amendment for issuance or advising
+ Reviews for compliance and consistency with letter of credit terms
+ Processes, accepts, and/or affects payments on Import/Export Documentary Collections
+ Answers and resolves investigations and Customer inquiries
+ Verifies authenticity of letter of credit transactions by ensuring the information is properly authenticated
+ Examines letter of credit documents ensuring all letter of credit terms have been complied with or notifies of discrepancies
+ Assists account officers with clarifications of terms, pricing, and discrepancies
+ Informs manager of any Customer issues
+ Collects and processes fees
+ Maintains high level of technical and procedural expertise including knowledge of company products and services
+ Maintains high level of understanding of letter of credit products
**Education & Experience:**
+ High School Diploma or GED
+ 5-7 years of related experience
+ Excellent Customer Service skills
+ PC Literate
+ Expert product knowledge
+ Strong knowledge and experience of International Trade Products
+ Demonstrated knowledge of rules and regulations that govern Letters of Credit and/or Documentary collections
+ Team Player
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Valuation Associate - Complex Financial Instrument
Trader job in East Brunswick, NJ
Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!
Withum's Forensic and Valuation Services practice pride themselves in understanding their clients' business strategy and needs; assisting companies in meeting business requirements related to valuation, risk management, transfer pricing, economic analysis, and model validation. Withum professionals help clients make forward thinking decisions about strategy, operations and compliance and create long-lasting value.
We are currently seeking an experienced Valuation Associate to join Withum's Complex Financial Instrument valuations group. The Valuation Associate can be based out of any of our U.S. office locations (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Woburn, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Saddle Brook, NJ; Providence, RI; Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Seattle, WA, Columbia, MD; Tysons Corner, VA). This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations.
This role will be primarily focused on supporting Complex Financial Instrument valuations. Associates may have the opportunity to work on a variety of assignments including performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities / derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes.
Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
How You'll Spend Your Time:
Preparing valuation analyses for tax, financial reporting, and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel
Completing data entry of tax returns and financial statements into Excel models
Assisting in writing and preparing of reports, letters, and other client deliverables
Assisting in review of third party appraisals for audit support purposes
Performing macroeconomic and industry research
Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to others
Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested
Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis
The kinds of people we want to talk to have many of the following:
Bachelor's Degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
Demonstrated experience in business valuation, ideally including exposure to complex financial instruments and capital structures
Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
Understanding of financial statements and business tax returns required
Progress towards external designations such as CFA, FRM, CVA, CEIV, CPA/ABV a plus
Strong interest in quantitative and economic analysis
Advanced knowledge of Excel preferred
Ability to program in VBA and/or other statistical package a plus
Capacity to work independently on projects
Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
The compensation for this position will vary by location. If you reside in any of the below states, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at
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California ranges are from $65,000 - $80,000
NYC ranges are from $65,000 - $80,000
Illinois ranges are from $65,000 - $80,000
Maryland ranges are from $65,000 - $80,000
Massachusetts ranges are from $65,000 - $80,000
New Jersey ranges are from $65,000 - $80,000
Rhode Island ranges are from $65,000 - $80,000
Washington ranges are from $65,000 - $80,000
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the States of Colorado, Oregon & New York.
#LI-MD1;
#LI-Hybrid
WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
Auto-ApplyFinancial Reporting & Assurance Associate (Glen Rock, NJ)
Trader job in Glen Rock, NJ
Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions-including national recruiting and offshore support-while preserving a personal, local touch. With a presence in over half the US, 31 regional offices, 1,500 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we're always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?
Our member firm is hiring for their offices based in Glen Rock, NJ!
The Financial Reporting & Assurance Associate plays a key role in maintaining accurate financial records and ensuring compliance with accounting standards. This mid-level position supports the accounting department with financial reporting, account reconciliations, and preparation for audits and tax filings. The ideal candidate is detail-oriented, analytical, and comfortable working in a fast-paced, deadline-driven environment.
Key ResponsibilitiesGeneral Ledger & Reconciliations
Maintain and reconcile balance sheet and general ledger accounts.
Prepare journal entries and ensure accurate and timely postings.
Financial Reporting
Assist with monthly, quarterly, and annual close processes.
Prepare financial statements, supporting schedules, and related documentation.
Compilations, Reviews & Audits
Ensure adherence to GAAP and internal company policies.
Assist internal and external auditors by preparing and organizing required documentation.
Tax & Regulatory (If Qualified)
Prepare and file corporate, partnership, and individual tax returns as applicable.
Stay informed on federal, state, and local tax regulations and compliance requirements.
QualificationsEducation
Bachelor's degree in Accounting required.
Experience
2-4 years of accounting experience, ideally in public accounting.
Skills & Competencies
Strong understanding of GAAP.
Tax preparation knowledge is a plus.
Proficiency with accounting software (QuickBooks or similar), Microsoft Excel, and Word.
Excellent analytical, organizational, and communication skills.
Strong attention to detail and ability to manage multiple priorities.
Preferred: CPA eligibility or active progress toward certification.
This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $65,000-$85,000 annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
#LI-KC1
Auto-ApplyBusiness Development Banker
Trader job in Parsippany-Troy Hills, NJ
The Business Development Banker plays a critical role in generating new deposits, business loan leads, cash management services, and other revenue streams for the bank. Their main responsibility is to actively prospect for new business relationships and identify opportunities. This involves building and maintaining a strong pipeline of business leads, regularly meeting with potential clients, and fostering robust relationships in their designated market area.
A key aspect of the role is closing business opportunities within the Professional Services vertical. The Business Development Banker must engage with a range of stakeholders, including high-net-worth individuals, local businesses, and key influencers, such as Centers of Influence, to broaden their network and enhance their business portfolio. These relationships are instrumental in helping them build a book of business, which, in turn, contributes to the overall growth of the bank's deposit portfolio.
Once an opportunity is successfully won, the responsibilities extend to maintaining and nurturing the client relationship. They are tasked with deepening the connection by providing ongoing support and offering additional banking solutions to meet the evolving needs of the client. This long-term relationship management ensures that the client remains within the banker's portfolio and helps to generate continuous revenue for the bank. In summary, the Business Development Banker is a proactive relationship-builder who balances new business development with strategic client retention and growth.
Primary Responsibilities
Prospect within Professional Services verticals to include Attorney's, Medical Practices, Property Management Organizations, CPA's, Marketing and Consulting firms, Research and Development and Engineering/Architectural firms.
Identify and develop new business relationships that have annual revenues over $5MM.
Responsible for self-sourcing and onboarding new business relationships to achieve set goals.
Organize in-branch events to host prospects and customers to acquire new and deepen existing business relationships.
Attend and host events that may occur outside of normal business hours and on weekends.
Effectively onboard business prospects and grow existing business customer's lending, depository, and cash management relationships.
Work closely with Centers of Influence (COI) to build a network of contacts and partners that can positively impact business referrals and production.
Partner with multiple lines of business within Blue Foundry Bank including but not limited to: Cash Management, Commercial Banking, and External Partners to help cross-sell Blue Foundry Bank products and services to deepen existing and acquire new banking relationships.
Work closely with the Cash Management Team to ensure customers and prospects are utilizing all the tools they need to help their business run smoothly and efficiently.
Identify the top business depositors in each branch and work with Branch Relationship Managers to service these customers and enhance their relationship with Blue Foundry Bank.
Manage schedule to dedicate 75% of time to be spent generating business by meeting with prospects, outbound calling, attending networking functions, and community events.
Effectively onboard business prospects and grow existing business customer's deposit, lending, and cash management relationships.
Work closely with Commercial Bankers to develop deposit relationships for these customers.
Additional Responsibilities
Understand and carry out senior management's sales objective(s) within respective vertical assigned.
Have in-depth experience of the pre-qualification, structuring, and pricing on all credit requests to adhere to Blue Foundry Bank profitability standards.
Maintain a strong understanding of Blue Foundry Bank credit policy, evaluate risk on credit and depository products, and recognize client eligibility to successfully submit credit/application packages.
Stay current with national, regional, and local industry trends.
Experience in building and maintaining relationships with customers and prospects.
Acquire new and deepen existing nonprofit relationships focusing on account acquisition and deposit growth.
Support the Blue Foundry Bank Charitable Foundation by engaging grant recipients.
Perform other duties as assigned.
Minimum Requirements:
Bachelor's degree in Business Administration, Finance, Accounting, Economics or a related field
Minimum 3 years of proven banking experience in business development, sales, and marketing.
Proven experience in selling banking products and services, particularly growing deposits, commercial lending, treasury management services, and cash flow solutions.
Demonstrated ability to generate new business through networking, cold calling, and client relationship management.
Excellent written and verbal communication skills, with the ability to build and maintain relationships with business clients.
Strong skills in analyzing financial statements, identifying client needs, understanding credit risk, and providing tailored financial solutions.
Versatile, flexible, and able to travel for meetings and training as required.
Self-motivated and confident with the ability to multitask.
Strong Center of Influence (COI) network
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines:
• $100 after the new employee has completed his/her three-month anniversary
• $400 after the one-year anniversary
Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.
Auto-ApplyEntry-Level Financial Representative
Trader job in Southampton, NJ
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Leverage company-provided marketing tools and industry resources.
Attend hybrid meetings, including in-person team collaboration, as required.
Develop client relationships and provide tailored financial strategies.
Participate in structured coaching and mentorship programs.
Qualifications:
Competitive mindset with a history of leadership or achievement.
No prior financial experience is required, and comprehensive training is included.
Self-motivated, coachable, and driven to succeed.
Must be authorized to work in the US.
Excellent communication and relationship-building abilities.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
Float Banker - NVE
Trader job in Englewood, NJ
Job Type:
Hourly, Full-Time
Who We are:
At NVE, a Division of Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.
As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties.
As a Banker you are responsible for:
Providing superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers.
Responsibilities:
Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy.
Possess excellent working knowledge of all bank products and services, consumer, and business.
Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs.
Promote, cross-sell, and upsell bank products and services that meet customers' needs.
Identify and refer customers or prospects to non-bank product associates as appropriate.
Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers.
Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate.
Required to register with the Nationwide Mortgage Licensing System and Registry
(NMLS) and maintain a unique identifying number with appropriate training.
Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing.
Adjust to various branch traffic flows while maintaining efficiency and accuracy of work.
Accurately balance self and branch office daily; order money; compile currency transaction reports.
Process customer transactions accurately and courteously.
Ensure that all work performed is complete and accurate.
Assist in resolving problems with branch equipment, balancing, and operational issues.
Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch.
Education and Qualifications:
High school diploma preferred.
One year of retail banking experience, including teller, sales, or some comparable combination of education and experience.
Benefits:
Health Insurance (Medical, Dental Vision)
401k and Employer Match
Life Insurance
Disability
HSA
FSA
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days
12 Paid Holidays
Job Shadowing
Volunteer Opportunities
Ion Bank 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, or veteran status.
Entry-Level Financial Representative
Trader job in Roseland, NJ
Job Description
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you'll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.
Benefits include;
Flexible schedule with a strong work-life balance.
Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
Training allowance and performance-based incentives.
Company-sponsored professional development opportunities.
Sponsorship for required licenses and continuous training.
We can only consider applicants authorized to work in the United States.
Compensation:
$60,000 - $100,000 Commission Based
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Provide guidance on insurance, investments, and retirement planning.
Develop client relationships and provide tailored financial strategies.
Ensure compliance with financial industry standards and licensing requirements.
Engage in structured coaching, mentorship, and training programs.
Qualifications:
No prior experience in finance is required-comprehensive training is provided.
Excellent communication and relationship-building abilities.
Demonstrated leadership or a proven track record of success.
Must be authorized to work in the US.
Self-motivated, coachable, and driven to succeed.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
Financial Sales and Service Specialist
Trader job in Camden, NJ
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Camden, NJ. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.
* Opens deposit accounts and takes loan applications.
* Responds to customer questions, quotes rates and payments, recommends services.
* Helps with account maintenance such as address changes, change of account signers, etc.
* Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.
* Serve as a Financial Center Associate, when required.
Education & Qualifications
* A high school diploma or equivalent with an emphasis in a business curriculum.
* Notary experience preferred or ability to obtain notary as needed.
* A minimum of one (1) year of experience in related positions preferred.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.