Finance Manager Jobs in New York

    Find 29+ finance manager jobs in New York. Browse opportunities from top employers. Apply today for your next finance manager role in New York.

    29 jobs found

    Account Manager

    Liberty Coke

    Sales
    Hybrid
    New York, Long Island City, 11101
    Permanent
    $42,500 - $50,000/year

    Working at Liberty Coca-Cola Beverages LLC is all about pursuing a career not just a job. Discover what it means to be energized by a multitude of possibilities and a dynamic team. Minimum Salary $50,000.00 Maximum Salary $59,000.00 Base Salary $50,000 Quarterly Incentive Target: $9,000 per year About Liberty At Liberty Coca-Cola, we strive to make our workforce as representative and inclusive as the communities we serve. Our associates are our asset, and we are committed to investing in our people, maintaining the highest safety standards, and creating a culture of growth and innovation. We offer competitive compensation and benefits packages to full-time, permanent associates, including: Medical, Dental, Vision, Prescription drug plans, 401K with company contributions, paid vacation, company paid holidays, tuition reimbursement, and more. Discover what it means to be energized by a multitude of possibilities and a dynamic team. Join us here at Liberty Coca-Cola Beverages LLC. Summary The Account Manager is the primary Coca-Cola contact between Liberty Coke and our customers and is responsible for building customer relationships along with increasing business by selling and ordering products within his or her sales territory for an existing customer base. This position will cover designated routes within the territory as needed. Sales Territory: Queens, NY Responsibilities Execute and close all sales calls Sell in incremental displays and equipment placements; sell in promotional programs and ensure dealer compliance Stay in connection with sales call, maintain appropriate inventory levels, maintain company assets and point of sale, ensure account meets Company merchandising standards, determine stores' product needs, place and transmit appropriate order in conjunction with existing geographic sales routes Communicate account activities to appropriate parties Transport, replace and maintain Point of Sale advertising as appropriate for account Building, changing and removing product displays; maintaining product signage; cleaning product space and securing damaged or defective product Act as an Ambassador by providing customer service to Consumers and store personnel by answering questions, locating product, and providing assistance as needed Qualifications High School or GED required/ Bachelor Degree preferred Personal vehicle required (mileage reimbursement provided) 1+ years of general work experience 1+ years previous sales experience preferred Food/beverage industry experience a plus Ability to handle multiple customer accounts Strong attention to detail and follow-up skills Excellent planning and organization skills Proficient computer application skills Ability to create and conduct sales presentations required Personal vehicle able to use for work (mileage reimbursement provided) Valid driver's license and clean driving record within MVR policy guidelines Periodic lifting of 50+ pounds, bending, reaching, kneeling and light merchandising Additional Information Liberty Coca-Cola Beverages LLC is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. For additional information, please visit our company website at

    Senior Account Manager (HORECA)

    Liberty Coke

    Sales
    Hybrid
    New York, Bronx, 10455
    Permanent
    $68,000 - $80,000/year

    Working at Liberty Coca-Cola Beverages LLC is all about pursuing a career not just a job. Discover what it means to be energized by a multitude of possibilities and a dynamic team. Minimum Salary $80,000.00 Maximum Salary $89,000.00 Base Salary $80,000 Quarterly Incentive Plan: $9,000 per year About Liberty At Liberty Coca-Cola, we strive to make our workforce as inclusive and diverse as the communities we serve. Our associates are our asset, and we are committed to investing in our people, maintaining the highest safety standards, and creating a culture of growth and innovation. We offer competitive compensation and benefit packages to full-time, regular associates, including Medical, Dental, Vision, Prescription drug plans, 401K with company contributions, paid vacation, company paid holidays, and more. Discover what it means to be energized by a multitude of possibilities and a dynamic team. Join us here at Liberty Coca-Cola Beverages LLC. Summary The Senior Account Manager (HORECA) is responsible for prospecting and managing new customers in the HORECA (hotels, restaurants, cafes) channels. Responsibilities Partners with customers to develop and introduce a sales plan that will generate the desired growths in volume and profitability. Demonstrated ability to be highly strategic, interpersonal and analytical. Performs regular business reviews with customers within territory. Sell-in their day-to-day volumes and implement promotional strategies for the introduction of new brands and packages. Ensures customers are following the agreement set with the company. Interacts with distribution team and communicates with customers on distribution updates. Reviews DOS/Inventory report daily and share inventory status with customers. Works with planning team to guarantee supply chain metrics (IE: OTIF) are satisfactory. Qualifications Ability to travel as needed throughout respected territory Strong presentation skills Ability to sell value, manage sales processes and think critically into covered accounts Five years in sales within consumer-packaged goods industry Demonstrated ability to act autonomously Self-starter, goal oriented, excellent planning skills Four-year degree preferred Additional Information Liberty Coca-Cola Beverages LLC is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. For additional information, please visit our company website at

    Medicaid Financial Eligibility Specialist

    Safe Harbor Wills and Trusts

    Finance
    On-Site
    New York, Camillus, 13031
    Permanent
    $45,000 - $50,000/year

    Safe Harbor Wills & Trusts is looking for a highly organized, detail-oriented person to join our Medicaid planning team. This is a great position for someone who enjoys working with numbers, financial records, checklists, and solving puzzles. You do not need to already be a Medicaid expert. We will teach you the rules. What we need is someone who can learn them, follow a process, and apply those rules carefully to each client's situation. Compensation- $45,000-$50,000 DOE, Health Insurance, 401(k), Life Insurance, Paid Vacation, Training and Development Compensation: $45,000 - $50,000 DOE Responsibilities: - Review bank statements and other financial records - Track deposits, withdrawals, transfers, and other transactions - Gather and organize financial information from clients - Identify missing information or documentation - Follow established checklists and procedures - Learn New York Medicaid eligibility rules - Work with our attorneys to help families qualify for Medicaid while legally protecting as many assets as possible - Keep files organized and moving forward Qualifications: - Comfortable working with all Microsoft Office products - Ability to work effectively in a fast-paced environment and meet deadlines with quick turnaround times - Applicants must have excellent communication skills and organizational skills - Some college is preferred; high school diploma or equivalent is required - Extremely organized - Comfortable working with numbers and financial documents - Detail-oriented and accurate - Good at following a process - Persistent about getting missing information - Comfortable learning rules and applying them to real-life situations - Able to manage several files and deadlines at the same time - Experience in banking, bookkeeping, accounting, financial services, insurance, legal offices, healthcare administration, or similar detail-heavy work can be especially helpful. - Medicaid experience is a plus, but not required . Training is available for the right candidate. Strong analytical ability, persistence, accuracy, sound judgment, and follow-through are more important than prior knowledge of Medicaid rules or specific financial products. About Company We are a growing estate planning and elder law firm helping families throughout Central and Northern New York. Our Medicaid team helps families facing one of the most stressful situations of their lives: figuring out how to pay for long-term care without unnecessarily losing everything they have worked for. If you enjoy organizing complicated information, solving problems, and doing work that genuinely helps families, we'd like to hear from you. Compensation details: 0 Yearly Salary PIaa0529afba90-4307

    Information Technology Manager

    First Source FCU

    Technology
    Hybrid
    New York, New Hartford, 13413
    Permanent
    Competitive

    POSITION SUMMARY The IT Manager oversees the Credit Union's IT operations, infrastructure, support services, and technical staff, reporting to the VP of Technology and Information Security. This role ensures reliable, secure, and efficient technology systems while leading cybersecurity efforts, vendor management, technology projects, and cross-department collaboration to support organizational goals and member service. The position also supports IT budgeting, resource planning, business continuity, disaster recovery, audits, and regulatory compliance. Additionally, the IT Manager develops and leads the IT team, drives service improvements, promotes accountability, and fosters a high-performing culture focused on operational excellence and continuous improvement. SUPERVISORY RESPONSIBILITIES Leads and manages the Information Technology team, overseeing staffing, scheduling, training, performance management, and employee development. Fosters a culture of accountability, collaboration, and continuous improvement while supporting recruitment, succession planning, and personnel decisions. As a member of the management team, contributes to strategic planning and organizational initiatives that support the Credit Union's business objectives. ESSENTIAL JOB FUNCTIONS Manage the daily operation of the Credit Union's technology environment, including networks, servers, endpoints, telecommunications, cloud services, applications, and user support functions, ensuring reliable performance, availability, security, and support of critical systems.Oversee help desk operations, ticket management, escalation processes, and service-level expectations to ensure effective service delivery.Support technology planning, infrastructure modernization, system upgrades, and hardware/software lifecycle management.Maintain strong documentation of systems, configurations, procedures, and operational standards.Participate in cross-functional projects, system implementations, and technology initiatives.Ensure IT operations comply with the Credit Union's Information Security Program, cybersecurity standards, internal controls, and applicable regulatory requirements.Oversee protection of systems, networks, applications, and data from cybersecurity threats, unauthorized access, and operational risks.Support implementation of security controls including access management, endpoint protection, vulnerability management, patching, monitoring, backups, secure configurations, and MFA.Ensure timely response to security incidents, vulnerabilities, and control deficiencies.Partner with risk, compliance, audit, and regulators to support examinations, audits, and remediation activities.Support disaster recovery, business continuity, incident response, testing, and recovery planning efforts.Ensure privileged access and system permissions are properly managed and documented.Lead, coach, and develop IT staff to build technical capability, accountability, and strong service orientation.Assign work, establish priorities, monitor progress, and ensure timely completion of objectives.Conduct performance management, coaching, and development planning.Foster collaboration, cross-training, and continuous improvement.Participate in evaluation, renewal, and management of technology contracts and services.Monitor vendor performance and support vendor risk and due diligence activities.Assist in IT department administration, including budgeting, resource planning, reporting, and performance monitoring.Promote a security-first culture within the IT team and across the organization.Support compliance with NCUA, FFIEC, BSA, OFAC, PCI-DSS, and other applicable regulatory requirements.Participate in audits, regulatory examinations, and risk assessments, and track remediation of findings.Ensure consistent execution of change management, access control, asset management, and incident response processes.Provide regular reporting on IT operations, risks, and projects to senior leadership.Contribute to the IT roadmap and annual planning process.Partner with business units to identify technology solutions that improve efficiency, security, and member experience.Advise leadership on technology risks, opportunities, and improvements.Provide on-call support for IT operations on a 24/7/365 basis as needed.Perform other duties as assigned. QUALIFICATIONS, SKILLS AND EXPERIENCE Knowledge and Skills: 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, skills, and/or abilities required. Education: Bachelor's degree in information technology, Computer Science, Information Systems, or a related field preferred; or equivalent combination of education, certifications, and relevant experience. Experience and Other Requirements: 5-8 years of experience in IT strategy, operations, and management, with at least 3 years in a supervisory role.Strong leadership, team development, and accountability skills.Solid understanding of IT and cybersecurity principles, risk management, compliance, and service delivery.Experience in a financial institution or other regulated environment preferred.Excellent communication skills with the ability to explain technical concepts to non-technical audiences and influence stakeholders.Strong organizational, planning, analytical, problem-solving, and decision-making abilities, with the capacity to manage multiple priorities in a fast-paced environment.Proven ability to work independently, perform effectively under pressure, and maintain accuracy and accountability.Flexibility to work after hours and participate in a 24/7 on-call rotation as needed. Compensation details: 00 Yearly Salary PIf2c9d5-

    VP, Financial Consultant - Buffalo, NY

    Charles Schwab

    Finance
    Hybrid
    New York, Buffalo, 14226
    Permanent
    Competitive

    Position Type: Regular Your opportunity I n 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. Investment Professionals' Compensation Charles Schwab 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. What you have 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 l everage 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. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: - 401(k) with company match and Employee stock purchase plan - Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions - Paid parental leave and family building benefits - Tuition reimbursement - Health, dental, and vision insurance

    Senior Manager, Industrial Security

    L3Harris Technologies

    Technology
    Hybrid
    New York, Rochester, 14603
    Permanent
    $109,500 - $203,500/year

    L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security. Job Title: Senior Manager, Industrial Security Job Code: 39313 Job Location: Colorado Springs, CO or Rochester, NY Job Schedule: 9/80 (Every other Friday off) Job Description: The Senior Manager, Industrial Security is responsible for managing and directing all Special Access Programs (SAP's) and Intelligence Community (IC) security related issues at the L3Harris Space and Mission Systems (SMS) SS&I Division. The candidate will assume security management responsibilities for all requisite locations-based DoD Collateral, DoD SAP and Intelligence community programs awarded within the division. The senior manager will be responsible for the management and execution of all facility security functions including SAPF operations, personnel security, program support, physical security, information security, document control, badging and access control. In addition, site leader will be recognized as the Facility Security Officer and be required to support DCSA. They are responsible for implementing all requisite national security directives with specific emphasis on NISPOM, Intelligence Community Directives (ICDs), Special Access Program (SAP) directives and other governing directives, as applicable. Essential Functions: - Tactical operational control regarding management/operation of secure areas and Program Security Officer responsibilities. - Ensure all required security support for DoD Collateral, Special Access Programs (SAP), and Intelligence Community (IC) are met and manage operations of associated secure spaces in accordance with governing directives and program specific guidance. - Responsible for ensuring the formulation, establishment and execution of security policy, procedures and protocols pertinent to the facility consistent with National Industrial Security Program, Intelligence Community Directives (ICDs) and SAP Security requirements. - Responsible for effective communications regarding security by interfacing with or liaising with external customers (Government, Associate Contractors, Subcontractors, former employees) and internal L3Harris organizations. - Responsible for the overall completion and continuous improvement of security education and training, initial security indoctrination briefings, debriefings, annual refresher training and corporate requisite training. - Ensure continuous physical security integrity for facility in general and accredited secure work areas in particular. - Responsible for all strategic planning/actions associated with SAP facility modifications and future expansion. - Provide leadership on special projects that cut across the business and the company, to include assisting with S&AS-wide security process standardization. - Foster teamwork and collaborative efforts among the SAP Security team members to ensure timely completion of group project tasks and responsibilities. Qualifications: - Bachelor's Degree and minimum 12 years of prior relevant experience. Graduate Degree and a minimum of 10 years of prior related experience. In lieu of a degree, minimum of 16 years of prior related experience. - Active security clearance is required; TS/SCI Preferred Additional Skills: - Prior experience as a Security Manager at a Cleared Defense Contractor (CDC). - Completion of an accredited/approved CSSO course; other professional accreditations and certifications In compliance with pay transparency requirements, the salary range for this role in Colorado state and New York state is $109,500 - $203,500. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining Agreements. The application window for this posting will end on September 30, 2026. L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law. Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information. By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions. L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English or Spanish. For information regarding your Right To Work, please click here for English or Spanish.

    Senior Software Engineering Manager

    L3Harris Technologies

    Technology
    Hybrid
    New York, Rochester, 14603
    Permanent
    $140,500 - $261,500/year

    L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security. Job Title: Senior Software Engineering Manager (SW Release Manager for Type-1 Radio Platform) Job Code: 38296 Job Location: Rochester, NY Job Schedule: 9/80: Employees work 9 out of every 14 days- totaling 80 hours worked- and have every other Friday off Job Description: We are looking for a strong leader to take over as the release manager for one of our flagship multi-channel Type-1 radio platforms. Responsible as cost account manager for >$4M of scope per year. Coordinates with 12+ engineering and test teams to ensure overall release schedule is met. Additionally, the release manager coordinates with the factory and the hardware team to support any changes needed for parts obsolescence and failures in the factory that impact production. Supports estimates for both programs and IRAD projects related to the radio. Will directly supervise >10 SW engineers and is responsible for their career development. Essential Functions: - Lead one or more scrum teams to deliver new features within agreed upon schedule and budget - Coordinates between other teams to ensure overall project schedule is met within quality expectations. - Supervisor for 10+ SW engineers - Supports factory production and HW obsolescence issues to ensure radio production can be maintained - Must be able to obtain a US Secret clearance Qualifications: - Bachelor's Degree with a minimum of 12 years of prior related experience. Graduate Degree with a minimum of 10 years of prior related experience. In lieu of a degree, minimum of 16 years of prior related experience. Preferred Additional Skills: - Experience in an Agile Scrum development environment - Embedded SW development experience In compliance with pay transparency requirements, the salary range for this role in NY State is $140,500 to $261,500. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements. L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law. Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information. By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions. L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English or Spanish. For information regarding your Right To Work, please click here for English or Spanish.

    Corporate & Investment Banking Latam Rates/FX Structured Products Analyst

    Santander Holdings USA Inc

    Finance
    Hybrid
    New York, 10022
    Permanent
    Competitive

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: We are hiring an Analyst to support the Latam Rates and FX trading desk in Santander's U.S. Corporate Investment Banking, with a focus on analysis, technical tooling, and day-to-day desk support. This role partners closely with trading and sales to improve models and analytics, ensure accurate P&L reporting, and deliver high-quality statistical and market work primarily for internal stakeholders. Key responsibilities - Provide desk support across Latam IR and FX products, including daily P&L reconciliation, explaining drivers, and investigating breaks - Build, enhance, and maintain pricing, risk, and performance models - Perform statistical analysis on market and trading data - Develop and automate tools and workflows to improve efficiency, controls, and data quality (data pipelines, dashboards, reporting) - Produce recurring and ad hoc analytics for internal clients (Trading, Sales, Risk, Finance, Control) - Communicate clearly with desk stakeholders, translating quantitative outputs into actionable insights - Support process improvement initiatives, including controls, governance, and best practices around data and models 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. Qualifications: - Bachelor's degree (required), preferably in a quantitative discipline (e.g., Mathematics, Statistics, Computer Science, Engineering, Physics, Economics, Finance) - Strong quantitative foundation and analytical problem-solving skills - Strong technical skills, with demonstrated ability to work with data and build tools - Experience with Latam rates and fx products will be a plus - Comfort working in a fast-paced markets environment with strong attention to detail and control mindset - Strong interpersonal, collaboration, and communication skills, including the ability to partner with trading and sales - Ability to manage multiple priorities, deliver reliably, and work effectively with internal clients - Spanish speaker requirement - Strong programing skills ( VBA, Python, RStudio, SQL) - Certifications SIE, S63 and S7 will be a requirement if not already certified Certifications: - SIE, S63 and S7 will be a requirement if not already certified. 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. 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: $110,000.00 USD Maximum: $135,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () 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 job description 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 job description. The employer has the right to revise this job description 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.

    Investment Banking - Mergers & Acquisition - VP - New York

    Santander Holdings USA Inc

    Finance
    Hybrid
    New York, 10022
    Permanent
    Competitive

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! With a global presence and extensive expertise, Santander CIB provides industry leading support for the full range of Global Banking activities. We provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged and Structured Finance. The Difference You Make: We are seeking a Sr Associate / Vice President in Investment Banking supporting our Mergers & Acquisition (M&A) group. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities. - Support the origination and lead execution of M&A Advisory transactions. - Manage day-to-day deal processes, ensuring milestones and timelines are met. - Oversee the development and quality control of financial models and client materials. - Serve as the primary point of contact for clients on deal execution matters. - Identify and cultivate new business opportunities in collaboration with senior bankers. - Provide mentorship and guidance to Analysts and Associates. - Travel as requested by senior deal team members and or clients. What You Bring: The ideal candidate brings experience as an M&A Investment Banker supporting the M&A or a Coverage IB team in an M&A capacity for a bulge bracket or leading boutique advisory firm. 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. - Bachelor's degree or equivalent: in Finance, Business or equivalent degree - Required. - Master's Degree/ MBA: MBA - Preferred. - 6+ Years in Corporate Finance as an M&A Banker or Coverage Banker with significant M&A experience. - Strong leadership, client relationship management, and negotiation skills. - Proven transaction execution experience in investment banking. - Advanced technical and strategic advisory capabilities. - Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. - Ability to manage projects independently and assume a high level of responsibility. - Ability to assess and mitigate reputational, operational and credit risk. - Experience with sell-side and buy-side merger and acquisition processes. Certifications: - SIE, 79 and 63 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. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. 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: $275,000.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () 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 job description 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 job description. The employer has the right to revise this job description 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.

    Corporate & I-Banking Payments and Cash Management Product Manager (VP)

    Santander Holdings USA Inc

    Ops & Product
    Hybrid
    New York, 10022
    Permanent
    Competitive

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Cash Management Product Manager - Vice President is responsible for the management and execution of Cash Management products across payments, receivables, channels, and liquidity solutions. This role contributes to defining product strategy and is accountable for delivering product initiatives that drive revenue growth, improve profitability, and enhance the client value proposition. The incumbent owns key elements of the product lifecycle and manages a defined portfolio of initiatives, balancing strategic priorities with execution. The role also holds responsibility for ensuring products operate within established risk frameworks, policies, and procedures, maintaining strong governance and control standards. - Contributes to the definition and execution of product strategy and roadmap, aligned with business objectives and market opportunities - Owns the delivery of product initiatives, including prioritization, requirements definition, implementation, and post-launch performance management - Manages product performance, including revenue, profitability, client adoption, and utilization, and drives actions to optimize results - Identifies and develops new revenue opportunities through product enhancements, pricing strategies, and value-added capabilities - Manages and prioritizes the product pipeline, ensuring alignment with strategic objectives and effective execution of key initiatives - Establishes and maintains product documentation, including policies and procedures, ensuring clarity, consistency, and compliance - Acts as owner of product-related governance, ensuring adherence to internal policies, risk frameworks, and regulatory requirements - Identifies, assesses, and manages product risks, partnering with Risk and Compliance to implement appropriate controls and mitigation strategies - Collaborates with Technology, Operations, Legal, and other stakeholders to deliver scalable and well-controlled product solutions - Conducts market analysis and competitive benchmarking to inform product positioning and strategic direction - Drives continuous improvement of product capabilities based on performance insights, client feedback, and market trends - Provides guidance and oversight to junior team members, ensuring high-quality execution and supporting team development 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. Education: - Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required Qualifications: - Must possess 6+ years of cash management product development and/or business development at a financial services institution. - Required. - 6+ years of Financial Services industry experience. - Required. - Subject matter expert as related to cash management products (payments, receivables & liquidity management) and compliance regulations. - Strong analytical and financial acumen with ability to manage product performance and profitability - Demonstrated ability to manage product lifecycle, including strategy execution and delivery - Ability to develop pricing strategies and identify revenue-generating opportunities - Strong understanding of product governance, risk frameworks, and regulatory requirements - Ability to create and maintain product policies and procedures - Ability to influence cross-functional stakeholders and drive alignment - Demonstrates ability to develop business cases and strategic product initiatives - Effective communication skills with ability to present to senior management Certifications: - CTP or similar treasury certification is a plus. 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. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. 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: $185,000.00 USD Maximum: $185,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () 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 job description 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 job description. The employer has the right to revise this job description 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.

    Investment Banking - Banker - Tech - VP - New York or San Francisco

    Santander Holdings USA Inc

    Finance
    On-Site
    New York, 10012
    Permanent
    Competitive

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! With a global presence and extensive expertise, Santander CIB provides industry leading support for the full range of Global Banking activities. We provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged and Structured Finance. The Difference You Make: We are seeking a Vice President in Investment Banking Coverage supporting our Tech sector. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities. - Lead the origination and execution of M&A, Capital Markets, and Advisory transactions. - Manage day-to-day deal processes, ensuring milestones and timelines are met. - Oversee the development and quality control of financial models and client materials. - Serve as the primary point of contact for clients on deal execution matters. - Identify and cultivate new business opportunities in collaboration with senior bankers. - Provide mentorship and guidance to Analysts and Associates. - Travel as requested by senior deal team members and or clients. What You Bring: The ideal candidate brings experience as a Coverage Investment Banker supporting the Tech sector at a bulge bracket firm. 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. - Bachelor's degree or equivalent: in Finance, Business or equivalent degree - Required. - Master's Degree/ MBA: MBA - Preferred. - 6+ Years in Corporate Finance as a Coverage Banker supporting the Tech sector. - Strong leadership, client relationship management, and negotiation skills. - Proven transaction execution experience in investment banking. - Advanced technical and strategic advisory capabilities. - Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. - Ability to manage projects independently and assume a high level of responsibility. - Ability to assess and mitigate reputational, operational and credit risk. - Experience with sell-side and buy-side merger and acquisition processes and equity and debt capital raises. Certifications: - SIE, 79 and 63 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. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. 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: $275,000.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () 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 job description 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 job description. The employer has the right to revise this job description 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.

    Corporate & Investment Banking Receivables Financing VP

    Santander Holdings USA Inc

    Finance
    On-Site
    New York, 10022
    Permanent
    Competitive

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Role Description: - Structuring, pricing, and execution of trade receivables monetization transactions for Corporate and Investment Banking clients of Santander US. - Act as advisor, consultant, and first point of contact for clients exploring methods to optimize their working capital through receivables solutions to meet their financing needs. - Engage in the legal documentation negotiation of new and existing transactions in the receivable portfolio. - Lead the internal approval process with the risk, middle office and other support areas. - Engage with bankers, other products and areas to support the prospecting of new business origination and maintenance of existing book of transactions. Key responsibilities: - Structure and execute receivable financing transactions - Coordinate stakeholders both internal (CDD, Compliance, Risks, Legal, IT, Compliance, Operations, Asset Distribution Team, etc.) and external (Legal firms, Insurers, brokers, etc.) to provide a best-in-class service and seamless end to end execution including client onboarding and due diligences process. - Contribute to the development of the Santander's CIB receivable monetization capabilities. - Manage portfolio by working with Trade Distribution team to optimize capital - Grow business through developing new relationships and by maintaining and enhancing existing revenue streams. - Ensure understanding of the Bank's operating practices and governance and ensure these are followed in line with the guidelines. - Gather market intelligence for transactions, ensuring deal profitability is in line with the Bank's capital models and presenting the transactions to the relevant credit and capital committees, where applicable. 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. Required Knowledge, Experience and Qualifications: - Expertise with receivables monetization structures such as factoring, repos, and securitization, and the corresponding S&P methodologies. - Experience with the legal execution and design of receivables purchase agreements and/or other legal documentation; to facilitate the sale, perfection, or financing of receivables and/or other assets. - Understanding of the Uniform Commercial Code in the US and legal perfection in a variety of geographies. - Familiarity with both EU and US banking regulation, particularly as it relates to corporate and securitization exposures and risk-weighted asset calculations. - Knowledge of credit risk evaluation techniques for both corporates and securitizations. - Significant financial statement and analysis knowledge (working capital cycle, cash flow forecasting, financial statement analysis, modelling etc.). - Ability to explain IFRS and US-GAAP sale accounting. - Basic understanding of common statistical concepts and modeling techniques such as normal distributions, monte carlo simulation, and linear regression. - High motivation, proactivity, and accomplished business origination skills. - 7+ years of experience in Structured Finance products or Receivable Finance with a minimum of 3 years in each. - High level of presentation and organizational skills. - Understanding the competitive market and the role of technology within Trade Finance. - Capability to develop relationships inside the organization to collaborate across geographical boundaries. - Bachelor's degree, or equivalent - English language proficiency. Desirable, But not Required - Knowledge of other trade finance products (Payables / ECA / Doc Trade / Inventory Finance). - Knowledge of ERP systems such as SAP / Oracle / Sage. - Additional languages (particularly Spanish). - Previous exposure to operational Trade Finance support areas (Middle Office, Back Office, Legal, Risk). - Experience in the syndication of trade finance assets to buy-side investors. - Chartered Certified Financial Analyst. 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. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. 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: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () 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 job description 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 job description. The employer has the right to revise this job description 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.

    Corporate & Investment Banking Letter-of-Credit Product Specialist - Analyst

    Santander Holdings USA Inc

    Finance
    On-Site
    New York, 10022
    Permanent
    Competitive

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Analyst, Letter of Credit Product Specialist within Corporate & Investment Banking supports the Global Transaction Banking Large Corporates Business Unit for the on boarding, booking and processing of products through the entire life cycle. He/she will serve as first-line support to clients, agent banks and internal clients to ensure funding are completed, transfers are made on time and for all operational purposes. - Creates and ensures accuracy for various Management Reports and the design and execution of new reports to meet changing or ad-hoc requirements. - Ensures the product requirements are met and manage the communication with relevant areas to ensure completion and accuracy - Identifies any issues and implements necessary actions to resolve issues when necessary. - Acts as first-line support to clients, banks and internal clients to ensure requests are completed. - Uses own discretion to resolve errors and disputes. - Coordinates with Middle Office and Operations to ensure all deals are correctly booked and independently identify appropriate remedies where necessary. - Reviews documentation for accuracy and completeness and determines appropriate remedial action when needed. - Provides guidance to the deal booking teams following each deals terms and conditions. - Ensures client folders are maintained and updated with credit, legal and/or any other required documentation . 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. - Bachelor's Degree or equivalent work experience: Business, Finance or equivalent field. - Required. - 1-3 years of Product Development, Business Development or related experience. - Required. - Experience with Letter-of-Credit product preferred - Knowledge of trade products is a plus. - Ability to multi-task and self-prioritize a heavy workload. - Strong analytical skills/financial acumen, excel, Microsoft skills - Demonstrates the ability to translate customer needs into marketable product features. - Excellent verbal, written, and interpersonal communication skills. - Ability to interact with integrity and a high level of professionalism with all levels of team members and management. - Demonstrated understanding of product development life cycle. 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. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. 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: $110,000.00 USD Maximum: $135,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () 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 job description 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 job description. The employer has the right to revise this job description 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.

    Global Transaction Banking Leveraged Finance Specialist - VP

    Santander Holdings USA Inc

    Finance
    On-Site
    New York, 10022
    Permanent
    Competitive

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The GTB Leveraged Finance Specialist serves as an SME responsible for the origination of structured solutions within the trade finance and working capital area. These involve securitizations, receivables repos, secured lending, inventory finance, prepayment finance, contract monetization, receivables finance, and other Structured Trade & Commodities Finance sub-products. As such, you will: - Be directly responsible for the growth of trade and working capital solutions with Santander's leveraged finance client base, including portfolio companies of financial sponsors - Promote and develop working relationships with Investment and Sponsor coverage banker teams to provide structuring and product support on transactions originated from the leveraged finance client base. - Manage overall deal origination structuring process by preparing commitment letters, term sheets, pitch books, and cond. - Develop deep understanding and expertise in structuring customized solutions which may involve esoteric asset classes such as trade receivables, unperformed customer contracts 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. Education: - Bachelor's Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required Qualifications: - Knowledge of GTB products including export and agency finance with particular emphasis on the structured trade finance (products like SCF, lending, and LC, which are more pure corporate lending). - Advanced knowledge of securitization, tranching, and structured finance transactions with particular emphasis trade receivable securitization - Proven ability to identify specific high-quality assets within a corporate structure and to monetize those assets in a way that does not impede first lien credit agreements and is isolated from the bankruptcy of the seller - Demonstrated ability to lead the closing of a trade finance transaction which involves negotiating terms with client and internal credit and legal teams. - Demonstrated ability to work independently and leverage professional relationships internally (particularly with leveraged finance and investment banking teams) and externally. - Advanced knowledge of the portfolio company lifecycle within financial sponsors. - Advanced knowledge of typical levered finance products such as RCF, term loan A and B, and LBO. - Advanced knowledge of private equity fund structure, objectives, and desired outcomes. - Advanced knowledge of ECM and DCM product offerings. - Advanced knowledge of financial analysis, risk evaluation, loan documentation. - Advanced ability to form client relationships and sales/closing skills. 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. Work Authorization & Sponsorship: Applicants MUST be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. This is an in-office position 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: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () 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 job description 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 job description. The employer has the right to revise this job description 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.

    Agency Mortgage-Backed Securities Investment Strategist, Vice President - CIB

    Santander Holdings USA Inc

    Finance
    On-Site
    New York, 10022
    Permanent
    Competitive

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! Role Overview We are seeking an Agency MBS Investment Strategist, Vice President, to support market coverage, client engagement, and the development of actionable insights across the Agency MBS space within Santander's U.S. Corporate Investment Banking . This role will work closely with internal partners and external clients, providing market intelligence, relative value analysis, and product insight to support investment discussions and client needs. Responsibilities - Cover the Agency MBS market, with a focus on pass-throughs, CMOs, and mortgage derivatives - Monitor these markets closely daily to assess relative value and changes in demand across asset classes - Analyze market data, trends, and client activity to develop actionable insights - Prepare reports, market updates, and written commentary for internal stakeholders and clients - Partner directly with clients to understand their needs and provide relevant market color and investment ideas - Translate client objectives and market developments into clear, tailored solutions - Collaborate with internal teams to support business development and client coverage efforts - Deliver presentations and communicate market views clearly and effectively to a range of audiences Qualifications - Strong understanding of Agency MBS products, including pass-throughs, CMOs, and mortgage derivatives - Excellent communication and interpersonal skills, including written, verbal, and presentation abilities - Strong selling skills and the ability to engage effectively with institutional clients - Strong analytical skills, with the ability to interpret data and translate them into relevant solutions - Commercial mindset with the ability to identify opportunities across changing market conditions - Highly motivated, ambitious, and entrepreneurial approach - Ability to work effectively in a fast-paced, client-oriented environment Education - Bachelor's degree or equivalent experience - FINRA Series 7 and Series 63 Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. 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. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: Employer Rights: This job description 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 job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. 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: $225,000.00 USD Maximum: $280,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () 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 job description 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 job description. The employer has the right to revise this job description 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.

    Investment Banking - Banker - Real Estate - VP - New York

    Santander Holdings USA Inc

    Finance
    On-Site
    New York, 10022
    Permanent
    Competitive

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Vice President in Investment Banking Coverage, you will play a key leadership role in the execution of complex transactions while developing relationships with key clients and driving new business opportunities. - Lead the execution of M&A, capital markets, and advisory transactions. - Manage day-to-day deal processes, ensuring milestones and timelines are met. - Oversee the development and quality control of financial models and client materials. - Serve as the primary point of contact for clients on deal execution matters. - Identify and cultivate new business opportunities in collaboration with senior bankers. - Identify and cultivate new business opportunities in collaboration with senior bankers. - Provide mentorship and guidance to Analysts and Associates. - Travel as requested by senior deal team members and or clients. 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. - 6+ years of Investment Banking experience covering Real Estate, preferably at a bulge bracket firm . - Strong leadership, client relationship management, and negotiation skills. - Proven transaction execution experience in investment banking. - Advanced technical and strategic advisory capabilities. - Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. - Ability to manage projects independently and assume a high level of responsibility. - Ability to interact with clients. - Ability to assess and mitigate reputational, operational and credit risk. - Experience with sell-side and buy-side merger and acquisition processes and equity and debt capital raises. - Bachelor's degree or equivalent: in Finance, Business or equivalent degree - Required. - Master's Degree/ MBA: MBA - Preferred. Certifications: - SIE, 79 and 63 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: $275,000.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () 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 job description 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 job description. The employer has the right to revise this job description 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.

    Senior Manager - Investment Management Governance Office - RNDIP/ Reg R

    City National Bank

    Finance
    Remote
    New York, 10022
    Permanent
    $275,000 - $325,000/year

    SENIOR MANAGER, INVESTMENT MANAGEMENT GOVERNANCE OFFICE, RNDIP / REG R WHAT IS THE OPPORTUNITY? Working within the Investment Management Governance Office and with Senior Management of the Wealth Management division, this role will be responsible for City National Bank's Retail Non-Deposit Investment Program (RNDIP) and Reg R compliance to include coordination with City National Bank's Network Affiliates and colleagues across the division to implement policies, develop procedures and controls related to the governance requirements outlined in the OCC RNDIP Handbook (June 2024) and produce quarterly metrics and reports to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee. This role also works closely with 2LOD Compliance and 3LOD Internal Audit on issues impacting the Wealth Management division. WHAT WILL YOU DO? - At the direction of the Head of Investment Management Governance act as an intermediary/point person for City National Bank's ("CNB's) Investment Management Governance Office, which includes managing the Retail Non-Deposit Investment Products (the "RNDIP") program and Reg R compliance. - Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. - Analyze, evaluate and periodically review current risk management practices relating to RNDIP and Reg R activities across the organization and the activities of the network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. - Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies, Program Management Statement and procedures. - Drive annual review of CNB Compensation Plans RNDIP inter-company agreements, RNDIP Products, RNDIP Program Management Statement, RNDIP Program and Referral Procedures, and other related procedures owned by the IMGO. - Review marketing materials and new or modified products for applicability to RNDIP and Reg R. - Design and implement reporting associated with RNDIP to appropriate governance committees. - Develop and implement training for RNDIP programs across LOBs. - Lead execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary. - Prioritize organizational risk management objectives. - Facilitate audit and examination activities. - Cultivate and grow talent within the organization through coaching, mentoring, and training. WHAT DO YOU NEED TO SUCCEED? Required Qualifications - Bachelor's Degree or equivalent - 7+ years experience managing a RNDIP Program for an OCC regulated Bank - 10+ years within or related to financial services - Interaction with regulators from a prior role Additional Qualifications - Juris Doctor (JD) degree preferred - Demonstrated knowledge of Reg R from prior role - 10 years in a role requiring complex problem solving - Investment Management experience preferred - Strong interpersonal and influencing skills; ability to communicate effectively in interactions with Regulators. Communication with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources - Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. - Strong emerging end-to-end generalist problem solving skills, e.g., - Prioritizing issues and analysis - Structuring and building quantitative and qualitative/conceptual analyses - Knowledge in Financial Services, Project Management - Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. - An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams - Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional - Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel - Proficiency with MS Excel and PowerPoint WHAT'S IN IT FOR YOU? Compensation Starting base salary: $275,000 - $325,000 per year in New York, NY $225,000 - $275,000 per year in Los Angeles, CA $200,000 - $250,000 per year in Newark, Delaware or Charlotte, NC Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: - Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date - Generous 401(k) company matching contribution - Career Development through Tuition Reimbursement and other internal upskilling and training resources - Valued Time Away benefits including vacation, sick and volunteer time - Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs - Career Mobility support from a dedicated recruitment team - Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

    Export & Agency Finance (EAF US) - LatAm Focus - Analyst

    Santander Holdings USA Inc

    Finance
    Hybrid
    New York, 10022
    Permanent
    Competitive

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Santander Corporate & Investment Banking (SCIB) is looking for an Analyst to join the Export & Agency Finance (EAF) team in the US , with a primary focus on Latin America and Multilateral Agencies (MLAs) . This role offers exposure to complex international transactions across LatAm markets, working closely with clients, multilaterals, and internal teams globally. Key Responsibilities - Support the origination, structuring, and execution of EAF transactions, with a focus on Latin America and MLA-backed financings (e.g., IDB, IFC, CAF). - Assist in transactions end-to-end , from initial pitch through closing, including preparation of presentations, term sheets, and credit materials. - Build and maintain financial models , including cash flow analysis and profitability metrics. - Coordinate with internal stakeholders (Coverage, Risk, Legal, Compliance, Markets, Syndication) across multiple geographies. - Support client relationship management, including preparing pitchbooks and participating in client meetings , particularly in LatAm markets. - Contribute to credit approval processes , due diligence, and transaction documentation. - Monitor portfolio performance and stay up to date on market trends, MLAs, ECAs, and geopolitical developments impacting the region. 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. Qualifications - Bachelor's degree in Finance, Business, Economics, or related field - 1-4 years of relevant experience in structured finance, export finance, project finance, or corporate banking - Familiarity with ECA and/or Multilateral Agency financing structures preferred - Strong financial modeling and analytical skills - Ability to operate effectively in a cross-border, multicultural environment - Professional fluency in Spanish (written and spoken) preferred - Strong communication skills Preferred Qualifications - Experience working on Latin American transactions or clients preferred - Exposure to MLAs such as IDB, IFC, CAF, or World Bank Group - Background in infrastructure, energy, or industrial sectors preferred - Prior experience in Investment Banking, Structured Finance, or Trade Finance 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. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. 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: $110,000.00 USD Maximum: $135,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () 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 job description 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 job description. The employer has the right to revise this job description 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.

    Analyst/Associate - Export & Agency Finance (EAF US) - LatAm Focus

    Santander Holdings USA Inc

    Finance
    On-Site
    New York, 10022
    Permanent
    Competitive

    It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Santander Corporate & Investment Banking (SCIB) is looking for an Analyst and/or Associate to join the Export & Agency Finance (EAF) team in the US , with a primary focus on Latin America and Multilateral Agencies (MLAs) . This role offers exposure to complex international transactions across LatAm markets, working closely with clients, multilaterals, and internal teams globally. Key Responsibilities - Support the origination, structuring, and execution of EAF transactions, with a focus on Latin America and MLA-backed financings (e.g., IDB, IFC, CAF). - Assist in managing transactions end-to-end , from initial pitch through closing, including preparation of presentations, term sheets, and credit materials. - Build and maintain financial models , including cash flow analysis and profitability metrics. - Coordinate with internal stakeholders (Coverage, Risk, Legal, Compliance, Markets, Syndication) across multiple geographies. - Support client relationship management, including preparing pitchbooks and participating in client meetings , particularly in LatAm markets. - Contribute to credit approval processes , due diligence, and transaction documentation. - Monitor portfolio performance and stay up to date on market trends, MLAs, ECAs, and geopolitical developments impacting the region. 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. Qualifications - Bachelor's degree in Finance, Business, Economics, or related field - 1-5 years of relevant experience in structured finance, export finance, project finance, or corporate banking - Familiarity with ECA and/or Multilateral Agency financing structures - Strong financial modeling and analytical skills - Ability to operate effectively in a cross-border, multicultural environment - Professional fluency in Spanish (written and spoken) , given the role's focus on Spanish-speaking clients and stakeholders - Strong communication skills in English Preferred Qualifications - Experience working on Latin American transactions or clients - Exposure to MLAs such as IDB, IFC, CAF, or World Bank Group - Background in infrastructure, energy, or industrial sectors - Prior experience in Investment Banking, Structured Finance, or Trade Finance 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. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. This is an in-office position. If you're interested in working on complex cross-border transactions in Latin America and developing your career within a leading global bank, we encourage you to apply. 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: $145,000.00 USD Maximum: $175,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () 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 job description 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 job description. The employer has the right to revise this job description 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.

    Lead Machine Learning Engineer (Manager IC)

    Capital One

    Technology
    Hybrid
    New York, 10012
    Permanent
    $197,300 - $225,100/year

    Lead Machine Learning Engineer (Manager IC) As a Capital One Machine Learning Engineer (MLE), you'll join an Agile team building and productionizing foundation models at scale. Our work centers on self-supervised learning for transformer architectures - pretraining on Capital One's rich, large-scale behavioral data to learn representations that power applications across use cases such as fraud, marketing, and servicing . You'll participate in the detailed technical design, development, and implementation of these systems, spanning model architecture, large-scale training and representation learning, and the engineering required to serve models reliably in production. You'll develop and review model and application code, drive machine learning architectural decisions, and ensure the high availability and performance of our applications. And you'll have the opportunity to continuously learn and apply the latest innovations in self-supervised learning, transformer modeling, and ML engineering best practices. What You'll Do: The MLE role overlaps with many disciplines, such as Ops, Modeling, and Data Engineering. In this role, you'll be expected to perform many ML engineering activities, including one or more of the following: - Design, build, and/or deliver ML models and components that solve real-world business problems, while working in collaboration with the Product and Data Science teams - Inform your ML infrastructure decisions using your understanding of ML modeling techniques and issues, including choice of model, data, and feature selection, model training, hyperparameter tuning, dimensionality, bias/variance, and validation) - Solve complex problems by writing and testing application code, developing and validating ML models, and automating tests and deployment - Collaborate as part of a cross-functional Agile team to create and enhance software that enables state-of-the-art big data and ML applications - Retrain, maintain, and monitor models in production - Leverage or build cloud-based architectures, technologies, and/or platforms to deliver optimized ML models at scale. - Construct optimized data pipelines to feed ML models - Leverage continuous integration and continuous deployment best practices, including test automation and monitoring, to ensure successful deployment of ML models and application code - Ensure all code is well-managed to reduce vulnerabilities, models are well-governed from a risk perspective, and the ML follows best practices in Responsible and Explainable AI - Use programming languages like Python, Scala, or Java Basic Qualifications: - Bachelor's Degree - At least 6 years of experience designing and building data-intensive solutions using distributed computing (Internship experience does not apply) - At least 4 years of experience programming with Python, Scala, or Java - At least 2 years of experience building, scaling, and optimizing ML systems Preferred Qualifications: - Master's or Doctoral Degree in computer science, electrical engineering, mathematics, or a similar field - 3+ years of experience building production-ready data pipelines that feed ML models - 3+ years of on-the-job experience with an industry recognized ML framework such as scikit-learn, PyTorch, Dask, Spark, or TensorFlow - 2+ years of experience developing performant, resilient, and maintainable code - 2+ years of experience with data gathering and preparation for ML models - 2+ years of people leader experience - 1+ years of experience leading teams developing ML solutions using industry best practices, patterns, and automation - Experience developing and deploying ML solutions in a public cloud such as AWS, Azure, or Google Cloud Platform - Experience designing, implementing, and scaling complex data pipelines for ML models and evaluating their performance - ML industry impact through conference presentations, papers, blog posts, open source contributions, or patents - Experience leveraging interactive AI tooling to accelerate productivity, utilizing capabilities beyond basic code completion At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer). The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Cambridge, MA: $197,300 - $225,100 for Lead Machine Learning Engineer McLean, VA: $197,300 - $225,100 for Lead Machine Learning Engineer New York, NY: $215,200 - $245,600 for Lead Machine Learning Engineer San Jose, CA: $215,200 - $245,600 for Lead Machine Learning Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

    Selling Sales Manager

    Ashley | The Wellsville Group

    Sales
    On-Site
    New York, Orchard Park, 14127
    Permanent
    Competitive

    If you're the kind of person who loves being on the floor, thrives on winning, and naturally steps into leadership -keep reading. At The Wellsville Group, we don't believe in managers who sit in the office. Our best leaders are in the action-coaching, selling, and building high-performing teams in real time. As a Selling Sales Manager , you'll lead from the front-driving results, developing your team, and creating an environment where success is the standard. What You'll Be Doing - Lead side-by-side with your team to maximize every customer opportunity - Coach in the moment-helping your team improve, close, and grow - Drive key metrics like sales, close rate, and average ticket - Run energizing daily huddles that actually make an impact - Step in to close deals and keep momentum high - Ensure every customer has a standout, memorable experience Why You'll Love It Here - You're not stuck behind a desk -you're in the action where it matters - Your impact is immediate and visible every single day - You get to build and shape a team , not just manage one - High-energy, team-first environment that celebrates wins - Leadership that supports you and expects you to grow What You Bring - Strong retail sales experience with a track record of results - A natural leader-you set the tone and others follow - Confidence coaching others and giving real-time feedback - Competitive, driven, and motivated by results - Ability to thrive in a fast-paced, customer-focused environment - Flexible schedule (evenings, weekends, holidays) Physical Requirements - Ability to lift, push, or move furniture up to 75 lbs - Comfortable working across showroom and operational areas - Professional, polished presence Competitive Pay + Bonus: Uncapped commissions, performance incentives! All in 60k-90k, plus! Amazing Benefits: Health, dental, vision, 401(k), PTO, and more. Employee Discounts: Big savings on beautiful home furnishings. Growth Opportunities: We promote from within! Team Vibe: Work alongside a supportive, experienced crew. If you're ready to lead, sell, and make an impact-this is your opportunity. . Compensation details: 0 Yearly Salary PIdfca065e5-

    ERP Financial Consultant

    ComTec Solutions

    Finance
    On-Site
    New York, Rochester, 14624
    Permanent
    Competitive

    Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed JOB SUMMARY: As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. REPORTS TO: ERP Lead Consultant DIRECT REPORTS: None ESSENTIAL FUNCTIONS: Be the trusted advisor to clients on system configuration and implementation, using Epicor's signature methodology for problem identification, implementation, documentation, testing and training Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner Assist with generating quote specifications and proposal generation Ability to adhere to project timelines and meet Service Level Agreement goals Provide support for clients in a help desk capacity and assist in troubleshooting application questions Provide on-site training and consulting for clients if necessary ADDITIONAL RESPONSIBILITIES: Maintain daily timesheet and expense report entries and submit them accurately and timely Other duties as required Requirements: TECHNICAL SKILLS: High level (Intermediate) of proficiency in MS Office and SharePoint Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc. SOFT SKILLS & ABILITIES: Strong written and verbal communication skills Pleasant and professional demeanor in all client and internal communications Ability to multi task Intellectually resourceful with sound/ethical judgment and effective decision-making abilities Independent worker and able to work effectively on daily tasks without direct supervision Strong organization skills and ability to operate efficiently throughout daily tasks In general, own's issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate Demonstrates empathy with users and professionalism at all times Work well with clients at all levels Operates with client satisfaction in mind Energy, enthusiasm and results-oriented Strong troubleshooting and analytical skills EDUCATION, EXPERIENCE, & KNOWLEDGE: CPA or CMA Preferred Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software Strong knowledge in supply chain / distribution desirable Proven success in ERP software project implementation and deployment across multi-business verticals WORK ENVIRONMENT/PHYSICAL DEMANDS: Use of computer and office equipment Ability to remain calm in stressful situations Performs all administrative functions expected at this level ADDITIONAL REQUIREMENTS: Ability to be scheduled for evening or weekend work occasionally Valid driver's license in your state of residence and reliable personal vehicle Compensation details: 00 Yearly Salary PIe5-

    Assistant Account Manager

    Marshall & Sterling Inc

    Sales
    On-Site
    New York, Latham, 12110
    Permanent
    $57,500 - $62,500/year

    Position Title: Assistant Account Manager Location: Hybrid - Latham Office - Latham, NY 12110 Salary Range: $57,500.00 - $62,500.00 Salary/year Overview Salary Range $57,500.00 - $62,500.00 Salary/year Select Business Unit - Assistant Account Manager Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Latham Office. The Assistant Account Manager (AAM) supports our Employee Benefits team by serving as a key point of contact for clients and internal partners, ensuring a seamless service experience from onboarding through renewal. This role plays an integral part in managing benefit plan administration, coordinating transactions, supporting open enrollment, and maintaining accurate documentation. The AAM partners closely with Account Managers to strengthen client relationships, provide strategic service support, and help deliver solutions that protect and empower our clients' businesses and employees. - Serve as a primary contact for clients and carriers, ensuring timely and solution-focused service - Manage benefit enrollments, policy changes, renewals, and account documentation - Support and participate in open enrollment meetings and client presentations - Review policies for accuracy and maintain agency management systems - Process claims and maintain detailed client and carrier communications - Identify opportunities to enhance client value through additional services Qualifications - NYS Life & Health License required - Experience in employee benefits insurance and policy administration - Strong proficiency in Microsoft Office and agency systems; comfortable leveraging AI tools to improve efficiency - Experience supporting renewals and open enrollment processes - Professional, client-facing communication skills - Strong understanding of compliance and documentation standards - Commitment to staying current on industry and regulatory updates All 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. The salary range for this position is $57,500 to $62,500. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. Compensation details: 0 Yearly Salary PIc552c435d2a3-6521

    Account Manager- Commercial Lines

    Marshall & Sterling Inc

    Sales
    On-Site
    New York, Middletown, 10940
    Permanent
    $80,000 - $100,000/year

    Position Title: Account Manager- Commercial Lines Location: Hybrid - Middletown Office - Middletown, NY 10941 Salary Range: $80,000.00 - $100,000.00 Salary Overview Salary Range $80,000.00 - $100,000.00 Salary Account Manager- Commercial Lines Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We're looking for a people-focused Account Manager who can combine relationship-building with strong commercial insurance expertise to help create a future that's safer and more secure for our clients. In this role, you'll manage your own book of business, collaborate with our producers and executives, and deliver the kind of client experience that builds trust and long-term partnerships. This position can be based out of either Marshall+Sterling's Middletown office . If you're passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you-you'll thrive here. - Manage your own book of business - serving as the main point of contact to ensure smooth account management and exceptional client service. - Partner with Sales Executives and Producers to design risk management strategies, prepare renewals, and strengthen client relationships. - Lead client meetings including policy reviews, renewal discussions, and coverage planning-both in person and online. - Build strong carrier relationships to secure competitive coverage options and resolve client service needs. - Review and prepare applications , policies, endorsements, audits, and proposals for accuracy using Microsoft Office and agency systems. - Stay up-to-date on industry trends , regulations, carrier guidelines, and coverage changes to provide clients with informed recommendations. - Mentor Assistant Account Managers , offering guidance and support to help them succeed. Qualifications - This position requires a P+C brokers license. - A four-year college degree in business or related field - Experience with basic office automation software, such as Microsoft Word, Excel and Outlook. - Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. All 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. The salary range for this position is $80,000 to $100,000, depending on experience and based on commission. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: - Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. - Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. - No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 00 PIb05c2a13f5-

    Account Manager- Commercial Lines

    Marshall & Sterling Inc

    Sales
    On-Site
    New York, Latham, 12110
    Permanent
    $80,000 - $100,000/year

    Position Title: Account Manager- Commercial Lines Location: Hybrid - Latham Office - Latham, NY 12110 Salary Range: $80,000.00 - $100,000.00 Salary Overview Salary Range $80,000.00 - $100,000.00 Salary Account Manager- Commercial Lines Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We're looking for a people-focused Account Manager who can combine relationship-building with strong commercial insurance expertise to help create a future that's safer and more secure for our clients. In this role, you'll manage your own book of business, collaborate with our producers and executives, and deliver the kind of client experience that builds trust and long-term partnerships. This position can be based out of either Marshall+Sterling's Latham office . If you're passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you-you'll thrive here. - Manage your own book of business - serving as the main point of contact to ensure smooth account management and exceptional client service. - Partner with Sales Executives and Producers to design risk management strategies, prepare renewals, and strengthen client relationships. - Lead client meetings including policy reviews, renewal discussions, and coverage planning-both in person and online. - Build strong carrier relationships to secure competitive coverage options and resolve client service needs. - Review and prepare applications , policies, endorsements, audits, and proposals for accuracy using Microsoft Office and agency systems. - Stay up-to-date on industry trends , regulations, carrier guidelines, and coverage changes to provide clients with informed recommendations. - Mentor Assistant Account Managers , offering guidance and support to help them succeed. Qualifications - This position requires a P+C brokers license. - A four-year college degree in business or related field - Experience with basic office automation software, such as Microsoft Word, Excel and Outlook. - Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. All 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. The salary range for this position is $80,000 to $100,000, depending on experience and based on commission. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: - Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. - Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. - No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 00 PIe4d0a5-

    Account Manager- Commercial Lines

    Marshall & Sterling Inc

    Sales
    On-Site
    New York, Poughkeepsie, 12601
    Permanent
    $80,000 - $100,000/year

    Position Title: Account Manager- Commercial Lines Location: Hybrid - Poughkeepsie Office - Poughkeepsie, NY 12601 Salary Range: $80,000.00 - $100,000.00 Salary Overview Salary Range $80,000.00 - $100,000.00 Salary Account Manager Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We're looking for a people-focused Account Manager who can combine relationship-building with strong commercial insurance expertise to help create a future that's safer and more secure for our clients. In this role, you'll manage your own book of business, collaborate with our producers and executives, and deliver the kind of client experience that builds trust and long-term partnerships. This position can be based out of either Marshall+Sterling's Poughkeepsie office . If you're passionate about helping businesses protect what matters, guiding clients through every stage of their risk management journey, and mentoring others to grow alongside you-you'll thrive here. - Manage your own book of business - serving as the main point of contact to ensure smooth account management and exceptional client service. - Partner with Sales Executives and Producers to design risk management strategies, prepare renewals, and strengthen client relationships. - Lead client meetings including policy reviews, renewal discussions, and coverage planning-both in person and online. - Build strong carrier relationships to secure competitive coverage options and resolve client service needs. - Review and prepare applications , policies, endorsements, audits, and proposals for accuracy using Microsoft Office and agency systems. - Stay up-to-date on industry trends , regulations, carrier guidelines, and coverage changes to provide clients with informed recommendations. - Mentor Assistant Account Managers , offering guidance and support to help them succeed. Qualifications - This position requires a P+C brokers license. - A four-year college degree in business or related field - Experience with basic office automation software, such as Microsoft Word, Excel and Outlook. - Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. All 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. The salary range for this position is $80,000 to $100,000, depending on experience and based on commission. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: - Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. - Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. - No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling , based experience and education. Compensation details: 00 PIa84672e0bd83-8246

    Regulatory Associate Investment Management

    City National Bank

    Finance
    Remote
    New York, 10022
    Permanent
    $92,114 - $156,880/year

    ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. REGULATORY ASSOCIATE INVESTMENT MANAGEMENT WHAT IS THE OPPORTUNITY? This position sits in City National Bank's Investment Management Group's (IMG) and supports the Head of Regulatory Governance for the Chief Investment Officer. This is a First Line of Defense role and is responsible for the identification, monitoring and mitigation of operational and regulatory risks. In addition, the role will support the IMG's corporate governance requirements, controls implementation and monitoring, and development and maintenance of procedure documentation. The role will also facilitate reviews by compliance, internal audit and external regulators while providing knowledge of OCC and SEC fiduciary based regulatory requirements. WHAT WILL YOU DO? - Learn, understand and apply investment management best practices and fiduciary requirements arising out of OCC and SEC regulations and expectations - Support the identification and remediation of regulatory, compliance and operational risks to the IM business. Responsible for the development and implementation of new programs/strategies, regulations, rules, and risk management requirements - Support committee corporate governance requirements including agenda creation, minute taking, and tracking of issues - Support the business meet its enterprise level risk program requirements, including Risk and Control Self Assessments (RCSA's), Compliance Risk Assessments (CRAs), Issue Management - Support continuous improvement to over risk culture, risk conduct, and risk literacy within the business, including the design and implementation of preventive and detective controls around Investment Management activities - Analyze, evaluate, and review current risk management practices across the organization. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices - Conduct research, analysis, and interpretation of data and information to support new business ang organizational plans, strategies, and initiatives planning - Act as the business liaison for business line risk and controls management, compliance activities, legal engagement, and internal or external audits - Build and sustain effective relationships and alliances internally and across all lines of business and staff areas to help deliver results. Understand interdependencies to achieve success. - Draft concise written materials for communications with senior management. Develop presentations for internal and external meetings that are compelling, concise, and clear - Write clear advocacy memos and email correspondence that exhibit strong critical analysis and organization - Direct and participate in special projects, as necessary. - Facilitate audit and examination activities. - Cultivate and grow risk talent within the organization through coaching, mentoring, and occasionally assisting with review of applicable training. WHAT DO YOU NEED TO SUCCEED? Required Qualifications - Bachelor's Degree or equivalent - 7+ years managing projects - 7+ years of experience in or related to financial services Additional Qualifications - MBA or other advanced degree (e.g., JD, MBA, Masters, etc.) preferred - Project & Problem-Solving: End-to-end project management with demonstrated ability to deconstruct complex problems, prioritize issues, and build quantitative and qualitative analyses - Financial Services Expertise: Knowledge of Financial Services, Project Management, OCC 12CFR9, SEC Registered Investment Advisor '40 Act requirements, and fiduciary standards (or ability to learn quickly) - Influence & Collaboration: Strong interpersonal skills with ability to influence change and achieve goals without direct control over resources; excellent stakeholder management - Communication: Exceptional oral and written communicator; confident presenting to all organizational levels - Analytical Skills: Outstanding quantitative and analytical capabilities with structured thinking and meticulous attention to detail - Cross-Functional Teamwork: Ability to work effectively in diverse teams and drive operational change across all levels - Operational Excellence: Superior time management, prioritization, and ability to manage multiple priorities simultaneously while meeting deadlines - Pressure & Complexity: Thrives under pressure with tight timelines; handles uncertainty well and simplifies complexity - Proficiency in MS Excel and PowerPoint WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: - Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date - Generous 401(k) company matching contribution - Career Development through Tuition Reimbursement and other internal upskilling and training resources - Valued Time Away benefits including vacation, sick and volunteer time - Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs - Career Mobility support from a dedicated recruitment team - Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

    Member Engagement Manager

    ISSA

    Sales
    On-Site
    New York, Albany, 12205
    Permanent
    Competitive

    ISSA is the leading trade association for the cleaning and facility solutions industry worldwide. Our purpose is to change the way the world views cleaning. The association represents businesses, organizations, and professionals across the entire cleaning industry chain, including manufacturers, manufacturer representatives, wholesalers, distributors, in-house service providers, building service contractors, residential cleaners, and more. The Member Engagement Manager is the primary driver of member engagement and retention. This role owns the front line of the member experience, serving as the central triage point for inbound and proactive outreach, extracting critical insights, identifying risks, and surfacing growth opportunities before they escalate. The qualified individual is responsible for cultivating high-touch, high-frequency engagement across assigned accounts to ensure members are actively connected, informed, and realizing measurable value. Every interaction is strategic. Acting as the operational bridge between members and the Senior Sales Team, this role qualifies needs, uncovers objectives, identifies expansion opportunities, and documents all relevant intelligence within Salesforce to ensure seamless sales execution. This position is both relational and analytical. It requires structured engagement reporting to protect revenue and accelerate growth. Duties and Responsibilities - Secure Annual Membership Renewal Retention Rate - Onboarding of Renewing Members - Proactive Digital & Verbal Membership Engagement Communications - Order Entry - Service Members on all inquiries such as invoicing, LMS, login issues etc. Minimum response time of 1 business day requirement. - Manage data integrity through a strong CRM discipline - Sales Force - Logging 100% of member communications within CRM - Sales Force - Identify new business opportunities and provide leads to Sr. Account Executive or Chief Engagement Officer - Exceeding individual and team sales performance goals - Maintaining business relationships with customers - Support the deployment of services sold - Act as backup for Sr. Account Executive or Chief Engagement Officer for sales - Represent ISSA at industry events - Other duties as assigned Key Performance Indicators Final key performance indicators (KPI's) will be established based on member segmentation by your direct supervisor. - Annual Membership Retention Percentage - Annual Member Engagement Percentage - Annual Net Promotor Score - Minimum Weekly Average Engagement Activities: - 15 Two-Way Engagement Calls (Not Voicemail) - 30 Outbound Engagement Calls - 50 Proactive Engagement Emails (Not Responsive Emails) - 100% Response to inbound communications Key Competencies - Thorough understanding of traditional and emerging customer services tactics - Strong verbal and written communication skills - Ability to multitask, work independently and efficiently under deadlines - Positive attitude Mandatory Qualifications - Proven experience in customer success, account management or similar - Validation of hitting performance goals - Ability to work within an office setting - Proficient in CRM and/or AMS software - Associate degree in business administration or equivalent work experience - Minimum of 3 years' experience in sales, customer service, or account management - Proficient in Microsoft Office suite, including Word, Excel, Outlook, PowerPoint, and Teams. Beneficial Qualifications - Experience working with trade associations or a similar not-for-profit environment a plus - Knowledge of the cleaning, facilities management, and/or restoration industry a plus - Project management certification a plus - Bilingual abilities are a plus Compensation details: 0 Yearly Salary PI6298c4c38b67-2675

    Senior Bond Account Manager

    Marshall & Sterling Inc

    Sales
    On-Site
    New York, Latham, 12110
    Permanent
    $100,000 - $13,000/year

    Position Title: Senior Bond Account Manager Location: Hybrid - Latham Office - Latham, NY 12110 Salary Range: $100,000.00 - $130,000.00 Salary Overview Salary Range $100,000.00 - $130,000.00 Salary Position Type Full Time Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling's Latham Office Join the growing surety team at Marshall+Sterling as a Senior Bond Account Manager, where you'll play a key role in managing complex contractor and commercial surety accounts while serving as a trusted advisor to clients, producers, and carriers. This high-impact position combines technical surety expertise, relationship management, and strategic underwriting support to help drive the continued growth of the bond division. The ideal candidate brings 5-10+ years of surety experience along with strong expertise in contractor financial analysis, work-in-progress review, and structuring effective surety programs. - Manage complex contractor and commercial surety accounts as the primary client contact and trusted advisor. - Analyze contractor financial statements, work-in-progress reports, and underwriting data to assess bond capacity and support strategic surety program recommendations. - Prepare and present underwriting submissions while negotiating bond terms, capacity, and pricing with surety carriers. - Issue and manage bid, performance, payment, and commercial surety bonds while ensuring timely execution and compliance. - Partner with producers on new business opportunities, client presentations, and growth strategies. - Build strong relationships with clients, carriers, CPAs, attorneys, and project stakeholders to support successful bonding outcomes. - Mentor junior team members and contribute technical expertise to the continued growth of the surety practice. Qualifications - Minimum 5 years of direct surety experience in an agency or carrier underwriting role. - Demonstrated ability to read and analyze contractor financial statements, including WIP schedules and CPA-prepared reports. - Working knowledge of contract surety (bid, performance, payment) and commercial surety bond types (license & permit, court, fidelity, public official, ERISA). - Active Property & Casualty insurance license, or ability to obtain within 90 days of hire. - Strong written and verbal communication skills, with the ability to articulate complex underwriting positions clearly to clients and carriers. - Proficiency with agency management systems and Microsoft Office (Excel, Word, Outlook). PREFERRED - 7-10+ years of surety experience, including direct carrier underwriting tenure with one of the major surety markets (Travelers, Liberty Mutual, Merchants, Zurich, CNA, Hartford, or similar). - Existing relationships with regional surety underwriters at agency-appointed carriers. - AFSB (Associate in Fidelity and Surety Bonding) designation or active progress toward completion. - Experience supporting general contractors, heavy civil contractors, or specialty trade contractors with annual revenue of $10M+. Total Rewards Package: Compensation: $100,000 - $130,00, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: - Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. - Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. - No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling Compensation details: 00 PI2aa348bf0ba2-2614

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    About Finance Manager Jobs in New York

    The finance manager job market in New York is thriving, with 29 active opportunities from leading employers. New York offers a diverse range of finance manager positions across various industries, from established corporations to innovative startups.

    Key Skills for Finance Manager Roles

    Product StrategyRoadmappingStakeholder ManagementAgileUser ResearchAnalytics

    Career Path & Opportunities

    Professionals in this field have strong career prospects with clear paths for advancement. With the right skills and experience, progression to senior and leadership roles is achievable, often accompanied by significant salary increases and broader responsibilities.

    Quick Stats

    29

    Active positions

    Top Hiring Companies

    Santander Holdings USA IncMarshall & Sterling IncLiberty CokeL3Harris TechnologiesCity National Bank

    Typical Salary Range

    £13k - £325k

    Work Arrangements

    On-Site16 jobs
    Hybrid11 jobs
    Remote2 jobs

    Frequently asked questions

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    Hyra currently lists 29 active finance manager jobs in New York from leading employers. New roles are added every day as employers post and our feeds refresh.

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    Yes — many of the finance manager jobs in New York on Hyra offer remote or hybrid arrangements. Use the work-type filter to see only remote roles, or browse our dedicated remote jobs section.

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    Salaries vary by experience, employer, and exact role. Filter listings by salary band, or visit our salary calculator for benchmark data across the UK and US.

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