Financial Services Professional Jobs in New York, United States

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Financial Professional Advisor (REMOTE)

United States

$48k/yr RemoteFull Time

EquitableNYSE: EQH: Provides financial advice, life insurance, and retirement planning services.

6+ YOEBachelor’s degree or equivalent; FINRA Series 7/63/65 and Life licenses; 6-8 years sales experience in financial services.

1mo

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1mo

Professional Services Manager

New York, New York, United States

$120k-$168k/yr OnsiteFull Time

Clearwater AnalyticsNYSE: CWAN: Automated investment accounting and reporting software for institutional investors.

7+ YOEBachelor’s degree in Business Administration, Finance, or Accounting; at least 7 years in investment operations or financial services; strong knowledge of investment accounting, GL reporting, and asset management; leadership experience.

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Professional Services Consultant

New York, New York, United States

$112k-$140k/yr HybridFull Time

Ripple: Provides blockchain solutions for global payments and liquidity.

3+ YOE3+ years in client-facing solution consulting or software implementations (ERP/SaaS); consultative mindset; technical aptitude; strong communication; treasury/domain expertise; financial fluency.

ERP, SaaS, Treasury software, Financial systems

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Financial Services Professionals: Share Your Insights

United States

$56-$80/hr RemoteContract

Terac: AI platform for sourcing and interviewing verified research experts.

Active involvement in the financial services industry; experience in offering financial guidance or related services; interest in contributing to research.

1mo

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1mo

Vice President, Professional Services & Delivery

United States

$200k-$240k/yr RemoteFull Time

Appriss Retail: Provides AI-powered fraud protection and loss prevention for retailers.

10+ YOE10+ years in professional services or delivery leadership in B2B SaaS; P&L ownership; large distributed teams; strong financial and executive leadership.

Jira, Salesforce, Claude AI tooling, Microsoft Office Suite

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Entry Level Professional Services Consultant (Financial Software) - Remote

United States

RemoteFull Time

Applause: Digital quality assurance and crowdtesting for software products.

2+ YOE0-2 years of experience; BA/BS or Associate or certificate with equivalent work experience; excellent presentation skills; ability to travel up to 50% for training; adaptable and customer-focused.

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Entry Level Professional Services Consultant (Financial Software) - Remote

United States

RemoteFull Time

CentralSquare Technologies: Software for public safety and public administration agencies.

2+ YOE0-2 years experience; BA/BS or Associate or certificate with equivalent work experience; strong presentation and communication; willingness to travel up to 50%; adaptable, multi-project capable; able to learn quickly.

2mo

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2mo

Account Executive (Financial & Professional Services)

New York, New York, United States

$54k-$72k/yr HybridFull Time

Highwire: Provides strategic communications and public relations for technology and healthcare sectors.

2+ YOE2–3 years PR/communications in an agency; strong writing; finance/professional services familiarity; media relations skills.

2mo

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2mo

Associate, Financial Services Practice

New York, New York, United States

$100k-$130k/yr HybridFull Time

Spencer Stuart: Provides executive search and leadership advisory services.

3+ YOE3+ years in executive search, recruiting, or related professional services; strong project management, communication, and knowledge of financial services.

1mo

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1mo

Director - ERP Implementation Services (K-12)

United States

$95k-$110k/yr RemoteFull Time

Harris Computer: Provides mission-critical vertical market software and service solutions.

8+ YOE8+ MgmtExperience leading professional services delivery; 8+ years of management; remote teams; ERP/financial solutions; cloud delivery; direct leadership of teams.

ERP software, Cloud platforms

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Financial Delivery Consultant

North America

RemoteFull Time

Beeline: Software platform for managing external and contingent workforces.

3+ YOE3-5 years in professional services; Bachelor's desired; strong analytical, leadership, and communication skills; MS Office; knowledge of financial processes and VMS software.

Microsoft Office Suite, VMS software

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Chief Financial Officer (CFO)

United States

$200k-$275k/yr RemoteFull Time

Bryant Park Consulting: Implements and optimizes Oracle NetSuite ERP for businesses.

10+ YOE10+ years in financial leadership in professional services; cross-border operations; M&A; GAAP/IFRS; ERP/FP&A systems

Oracle NetSuite, Oracle EPM/Hyperion, FP&A software

1mo

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1mo

Senior Financial Analyst – Pricing

New York, New York, United States

$120k-$140k/yr HybridFull Time

Latham & Watkins: Global law firm providing legal services for complex corporate matters.

4+ YOEBachelor’s degree in economics, finance, accounting, or business; 4+ years financial analysis or project management; advanced financial modeling; professional services experience preferred.

MS Office, Project management software, Pricing tools

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Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE (New York, NY, US, 10001-8604)

New York, New York, United States

$76k-$125k/yr RemoteFull Time

EY: Global firm providing audit, tax, and professional consulting services.

3+ YOEBachelor’s in Accounting; 3+ years in professional tax or financial planning; CPA licensure progress or equivalent; strong estate/wealth planning knowledge; ability to work with cross-functional teams.

2mo

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2mo

Key Account Manager - Financial Services

United States

$135k-$212k/yr RemoteFull Time

FICONYSE: FICO: Provides predictive analytics software and credit scoring for businesses.

Senior-level sales professional with proven enterprise relationship management, complex deal structuring, and strategic growth experience in financial services; travel up to 50%.

SaaS, Cloud, Machine Learning, Artificial Intelligence

1mo

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1mo

Senior Manager, Accounting Advisory (Financial Services)

Los Angeles or New York

$148k-$226k/yr HybridFull Time

Highspring: Provides consulting, managed services, and talent solutions globally.

8+ YOECPA/CIA/CMA; 8+ years in professional services; financial services expertise; SEC/US GAAP/SOX knowledge; travel ~25%.

Oracle, SAP, PeopleSoft, JD Edwards, Workday, NetSuite, Microsoft Dynamics 365

1mo

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1mo

Personal Financial Representative - WY

United States

RemoteFull Time

AllstateNYSE: ALL: Providing personal insurance and financial protection products to customers.

2+ YOETwo years of life insurance or financial services customer-facing sales experience; Life/Health insurance licenses; FINRA Series 6/7 and 63 (if applicable); bachelor’s degree preferred; professional designations preferred.

2mo

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2mo

All In One Accounting - CFO - Professional Services

United States

$125k-$165k/yr RemoteAll Commitments Available

All In One Accounting: Provides outsourced accounting and fractional leadership for small businesses.

10+ YOE10+ years financial leadership in professional services; Bachelor's in accounting/finance; proven executive financial advisory; strong mentoring; client relationship management.

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Senior Managing Partner, Financial and Professional Services

United States

RemoteFull Time

Info-Tech Research Group: Research and advisory services for information technology leaders.

10+ YOE3+ Mgmt10+ years in technology sales and delivery; proven senior leadership; ability to drive revenue; build executive relationships; willing to travel across North America.

1mo

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1mo

Executive Assistant, Financial Services - NY

New York, New York, United States

$90k-$140k/yr OnsiteFull Time

General Atlantic: Provides growth capital and strategic support to global companies.

8+ YOE8+ years as an executive assistant in professional services; strong calendar, travel, and expense management; MS Office; confidentiality; high professionalism and communication.

Microsoft Office, Outlook, Excel, Word, PowerPoint, online travel and expense platforms

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Legal Claims Professional - Financial Lines (New York, NY, US)

New York or Parsippany or Schaumburg

$135k-$165k/yr HybridFull Time

Zurich Insurance GroupSIX Swiss Exchange: ZURN: Global provider of general and life insurance products.

5+ YOEJuris Doctor with 5+ years in legal; insurance claims experience; adjuster license; negotiation; customer service; MS Office.

Microsoft Office

1mo

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1mo

Head Golf Professional

South Setauket, New York, United States

$72k-$82k/yr OnsiteFull Time

Heatherwood: Develops and manages luxury residential and commercial real estate properties.

3+ YOEPGA member; 3+ years golf operations; proven growth of leagues, tournaments, and participation; strong leadership and staff development; financial acumen; exceptional guest service and communication; ability to design repeatable programming.

1mo

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1mo

Learning Professional (Shared Branch & ATM) - Remote

St Petersburg or United States

$61k-$77k/yr RemoteFull Time

Velera: Integrated fintech and payment processing solutions for credit unions.

2+ YOE2-5 years in training/development; financial services knowledge; LMS experience; payments/ATM knowledge preferred.

1mo

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1mo

Business Development Manager – Professional Services (Remote)

New York City, New York, United States

HybridFull Time

Esprow: Automated testing and compliance software for financial trading systems.

8+ YOE8–12+ years in business development or professional services sales within financial technology or capital markets; experience with exchanges, banks, brokers; knowledge of electronic trading, APIs, and trading systems; strong client-facing communication.

API, FIX protocol

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Senior Associate - Financial Services

United States

RemoteFull Time

Modern Executive Solutions: Strategic talent consultancy for executive search and leadership advisory.

Executive search professional with research ownership, market mapping, interviewing, and candidate assessment skills; strong judgment and client-facing contributions.

1mo

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1mo

Financial Consulting Manager - Accounting Outsourcing

Philadelphia or Chicago or Washington or New York or Boston

$95k-$192k/yr OnsiteFull Time

RSM: Provides audit, tax and consulting services to middle-market businesses.

Bachelor’s in Accounting/Finance; CPA required; experience in public/private professional services; leadership and analytical skills; strong Excel and accounting/ERP knowledge.

OCR, AI, Accounting BOTS, Intacct, Bill.com, NetSuite, Blackline, Tallie

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Healthcare Financial/Actuarial Director

Boston or New York or Philadelphia or Short Hills or Stamford

$115k-$160k/yr HybridFull Time

WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.

7+ YOE7+ years in professional services; Bachelor’s; Actuarial designation preferred; strong leadership, modeling, and health risk expertise; license or ability to obtain Life & Health license within 90 days.

Microsoft Excel, PowerPoint

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Vice President, Public Relations (Professional Services)

United States

RemoteFull Time

Interdependence: A technology-driven public relations and integrated communications agency.

15+ YOEMinimum 15 years in public relations with focus on financial services, law, and business; proven leadership and client management; strong communication and strategic skills; extensive media network.

2mo

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2mo

Product Services Manager - Engine Practice, North America

New York, New York, United States

$160k-$180k/yr OnsiteFull Time

Simon-Kucher: Consulting firm specializing in pricing, sales, and marketing strategies.

5+ YOE5+ years in SaaS implementation, tech consulting, or professional services; strong stakeholder management; data integrations/APIs; pre-sales involvement; entrepreneurial mindset; experience in B2B/Consumer/Financial services preferred; familiarity with pricing or monetization beneficial.

Python, APIs, Data integrations

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Senior Financial Lines Reinsurance Underwriter

New York or Stamford

$260k-$290k/yr HybridFull Time

AXIS CapitalNew York Stock Exchange: AXS: Global provider of specialty lines insurance and reinsurance.

5+ YOEUnderwrite Professional Liability and Cyber treaty reinsurance; manage portfolio; build broker/client network; travel for client service.

Power BI, Excel

1mo

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1mo

Senior Consultant, Professional Services Outsourcing

San Ramon or Salt Lake City or Chicago or Philadelphia or Dallas or Denver or New York City or Century City or Garden City or Nashville or St. Louis or Bellevue or Woodland Hills or Irvine or Boca Raton or Downtown Los Angeles or Atlanta or Boise or San Jose or San Francisco or Austin or El Segundo

OnsiteFull Time

Armanino: Provides accounting, tax, and consulting services to diverse organizations.

3+ YOEBachelor's degree in business or accounting; 3+ years financial reporting experience (GL, AP, AR, payroll, period-end closes); proficiency with QuickBooks Online, NetSuite, Sage Intacct, MS Dynamics 365.

QuickBooks Online, NetSuite, Sage Intacct, MS Dynamics 365

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Financial Literacy & Business Instructor (After School)

Brooklyn, New York, United States

$50-$100/hr OnsiteContract

Concorde Education: Provides turnkey after-school enrichment and STEAM educational programs.

60 college credits; background in business/finance/entrepreneurship; teaching or tutoring experience; strong communication and facilitation; reliable and professional.

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Senior Cloud & ITO Sales Professional - FSI

Boston or Ashburn or New York

$158k-$236k/yr RemoteFull Time

DXC TechnologyNYSE: DXC: Global provider of IT services and business technology solutions.

Senior sales leader with Financial Services expertise, complex deal closing, and strong stakeholder relationships.

Cloud, IT Outsourcing, Security, Mainframe modernization

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Business Deveolpment Assistant - Financial Transactions

New York, New York, United States

$70k-$75k/yr OnsiteFull Time

Haynes Boone: International law firm providing corporate legal and advisory services.

1+ YOE1+ years in professional services/marketing or corporate communications; strong computer skills (Smartsheet, Word, Excel, PowerPoint); excellent communication and attention to detail; ability to manage multiple projects.

Smartsheet, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, InterAction, Vuture, Foundation

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Senior Manager, Professional Services - Stout Strategy

Arlington or Chicago or Houston or Atlanta or New York or Boston

$120k-$215k/yr HybridFull Time

Stout: Global investment bank providing valuation and financial advisory services.

5+ YOEBA/BS; 5-7 years in consulting or industry; due diligence and private equity experience; financial modeling; strong communication; advanced analytics tools.

Microsoft Office, PowerPoint, Excel, Tableau, R, Python

1mo

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1mo

Director of System Physician & APP Services

United States

$161k-$232k/yr RemoteFull Time

MultiCare Health System: Operates a comprehensive network of hospitals and healthcare clinics.

8+ YOE5+ MgmtBachelor’s degree required; master’s preferred; 8+ years professional experience; 5 years managerial/supervisory; project management; clinical/operational/financial experience preferred.

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Senior Solution Architect, Professional Services - Workforce Planning

New York or San Francisco

$147k-$198k/yr RemoteFull Time

Anaplan: Provider of cloud-native enterprise business planning and modeling software.

4+ YOE4+ years in Enterprise Performance Management or FP&A-related implementations; strong Excel/financial modeling; data integration; Agile; exceptional communication.

Microsoft Excel, Financial Modeling, Agile methodology

1mo

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1mo

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate, New York

New York, New York, United States

$85k-$160k/yr OnsiteFull Time

Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.

3+ YOEBachelor's degree; 3+ years in financial services; interest in Private Wealth Advisor role; strong communication; project management; entrepreneurial and team-oriented.

Salesforce

2mo

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2mo

Adjunct Lecturer, Financial Securities Analysis and Portfolio Management (On-Campus/Online, Fall '26)

New York, New York, United States

$11k-$13k/yr HybridPart Time

Columbia University: Private research university providing higher education and academic research.

10+ YOEDoctoral degree in Finance or related field; professional experience in financial securities analysis and portfolio management; proficiency in Python; 10+ years experience; 2+ years university teaching, graduate level preferred.

Python, Data Manipulation, Statistical Analysis, Machine Learning, Data Visualization