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• Charles Schwab

  

  VP, Financial Consultant - New York, NY (Midtown)

  il y a 3 jours

  NEW YORK

  Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. 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. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. 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 ___ 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

• Vaco by Highspring

  

  Bookkeeper/Accounting Assistant

  il y a 2 jours

  New York

  Experience with Quickbooks for Journal Entries, Quarterly financial statements, liaison with Tax and Audit individuals.

• Data Annotation

  

  Remote Staff Accountant - AI Trainer ($50-$60/hour)

  il y a 4 jours

  New York

  We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

• Data Annotation

  

  Remote Financial Accountant - AI Trainer ($50-$60/hour)

  il y a 4 jours

  New York

  We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

• Data Annotation

  

  Remote Senior Accountant - AI Trainer ($50-$60/hour)

  il y a 3 jours

  New York

  We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

• NTT DATA

  

  I.T. Services Sales - Banking, Financial Services & Insurance - Remote: US - NE: Tri-State Area

  il y a 3 mois

  New York

  Req ID: 338949 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a I.T. Services Sales - Banking, Financial Services & Insurance - Remote: US - NE: Tri-State Area to join our team in New York, New York (US-NY), United States (US). About NTT DATA Banking & Financial Services: At NTT DATA, we believe that growth and innovation are essential for all Banking & Financial Services firms. However, relentless compliance, operational, and risk pressures can often hinder progress. Our BFS practices leverage deep industry expertise in areas such as Banking & Financial Services Advisory Consulting, Customer Centric Banking, Data & Intelligence, Digital Banking Transformation & Modernization, Digital Technology Consulting, and IT & Digital Operations. We provide the insights, solutions, and business outcomes our customers need to succeed across all lines of their enterprise. We work to reduce IT complexity and help integrate business strategy with enabling value-add technologies, solutions, and process optimization to produce targeted business outcomes. Role Overview: The Banking/Financial Services Sales Executive will play a high-visibility and high-impact role in identifying and pursuing new business opportunities within these verticals. You will drive results by leading market and client acceptance across the complete NTT DATA Services portfolio, including Applications, Business Process Outsourcing, Advisory Consulting, Digital Transformation & Modernization, Infrastructure, Cloud, & Security. This is a highly collaborative role, working closely with customer business sponsors and key internal NTT DATA subject matter experts to lead deal pursuits focused on delivering value-add solutions and key business outcomes. We are looking for someone with an entrepreneurial "run it like you own it" approach to demonstrate NTT DATA's ability to provide value-add offerings that achieve clients' targeted business outcomes. This is an excellent opportunity for individuals with a successful IT sales pedigree to play a significant role in our continued growth, with great upside earning potential. Key Responsibilities: • Hunt new logo opportunities within the Banking and Financial Services vertical, driving new logo revenue and profits by achieving Total Contract Value (TCV), In-Year Revenue, and Gross Margin targets., • Collaborate closely with Client Executives and Consulting and Solution Leads to drive services sales strategies across the NTT DATA portfolio of offerings., • Own executive communication with customer sponsors and NTT DATA senior leadership as the Deal Pursuit Lead., • Leverage the NTT DATA marketing team with focused and targeted campaigns and lead generation activities to create demand for specific offering solutions within new logos and specific target current accounts., • Employ an "offerings" focus with a broad approach to leverage all NTT DATA assets and capabilities to sell unique outcome-based solutions/portfolio for our clients., • Anticipate how market and competitive factors will influence the selling of NTT DATA Services and partner with our clients to create unique and value-based relationships., • Minimum of 8 years of overall experience in information technology, intellectual property, and consulting-related services., • 5+ years of experience in a new business development role with success in signing new logos, with 5+ years selling into Banks and Financial Services companies., • Experience selling IT Services and Consulting offerings, including professional services and intellectual property, in a quota-measured role., • Successful sales experience exceeding annual quotas of $8 million+ TCV., • Industry domain knowledge in Banking/Financial Services and experience selling consulting and/or information technology solutions in this domain., • Experience working with Third Party Advisory firms such as Everest, Gartner, ISG, Forrester, IDC, etc., • Bachelor's degree., • Ability to travel 40% of the time. Why NTT DATA? Join us and be part of a team that is driving innovation and transformation in the Banking & Financial Services industry. We offer a dynamic work environment, opportunities for professional growth, and a chance to make a significant impact on our clients' success. Apply Now: If you are a driven sales professional with a passion for technology and a track record of success, we want to hear from you. Apply today and take the next step in your career with NTT DATA. #BFSISales #LI-NorthAmerica #USSalesJobs #IndSales #BFSSales About NTT DATA NTT DATA is a $30 billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long term success. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the leading providers of digital and AI infrastructure in the world. NTT DATA is a part of NTT Group, which invests over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. Visit us at us.nttdata.com Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client's needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, . NTT DATA endeavors to make accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here.

• Veronique Oro Corp.

  

  Accounting Associate

  il y a 1 jour

  New York

  Veronique Oro Corp. is a jewelry design and manufacturing company dedicated to creating innovative, beautiful pieces that bring the best of international design concepts to the U.S. jewelry market. With a commitment to craftsmanship, creativity, and excellence, we blend global aesthetics with American sensibilities to deliver standout collections. Our collaborative team works at the intersection of art, technology, and operations, driving forward a brand that values precision, integrity, and lasting impact. The Accounting Associate will play a key supporting role in ensuring the accuracy, efficiency, and smooth operation of our financial processes. You will work closely with both the accounting and operations teams, contributing to critical functions ranging from account reconciliation to invoice processing and logistical coordination. This is an excellent opportunity to gain cross-functional exposure and be part of transformative improvements, including new software implementations.

• The Phoenix Group

  

  Billing Specialist

  il y a 17 jours

  New York

  Position Overview Join a dynamic financial operations team supporting legal professionals and their clients. This role centers on managing client financial interactions, with a focus on invoicing, digital billing platforms, and payment tracking. Key Responsibilities • Prepare and submit client invoices, including digital formats, ensuring precision and timeliness, • Oversee billing workflows, monitor deadlines, and provide status updates on outstanding accounts, • Review and interpret custom billing agreements with a critical eye for detail, • Serve as a point of contact for internal stakeholders, resolving process-related issues and supporting system enhancements, • Collaborate directly with designated legal professionals to manage account lifecycles—from initial setup through payment coordination and account reconciliation Candidate Profile • At least 2 years of experience in billing within a legal or consulting environment, • Familiarity with enterprise financial platforms (e.g., Elite 3E, Aderant, eBillingHub), • Exposure to international billing practices and currency variations is advantageous, • Strong analytical skills for interpreting financial data and billing trends, • Exceptional accuracy and ability to follow complex instructions, • Professional communication skills across all organizational levels The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.