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Full Time
8/5/2025
Plainview, NY 11803
(18.9 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 04-Aug-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
9/1/2025
Edgewater, NJ 07020
(11.4 miles)
Logistics at full potential.At GXO, we’re constantly looking for talented individuals at all levelswho can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you’ll have the support to excel at workand the resources to build a career you can be proud of.**This role will be hybrid in Greenwich, CT**You know the future holds endless possibilities, so you like to plan, strategize, and dream big. As the Senior Cost Reporting Analyst, you will report directly to the Director of Corporate FP&A. You will work cross-functionally with stakeholders and members of the Corporate FP&A team to provide reliable, consistent, and accurate analysis to aid in decision making. This includes solid business reporting skills, the ability to integrate different parts of the business, and gain visibility on performance, drivers, risks, and opportunities. In this role, you’ll have the ability to positively affect GXO’s future through advice and counsel while creating long-term success for the company and for yourself.Pay, benefits and more.We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and more.What you’ll do on a typical day:Design and deliver cost reporting out of FP&A system (ePBCS) combined with HR data (Workforce analytics) resulting in function cost and operating spend views.Work with the controllership organization to improve the quality and granularity of data input from ERPs to increase report accuracy over time.Support and shape projects with all relevant data inputs needed by the project leadership to set targets, analyze cost bases, and track progress. Maintain up to date information in the critical data cubes used for both regular reporting routines and ad hoc analysisPartner with FP&A teams in the regions to complete data and maximize accuracy.Produce reliable analyses to support management decisions and address ad hoc queries from senior leadership, including the CEO and CFO.Leverage partnerships with other functions to identity opportunities and combine datasets in an effort to provide insight to management, identify potential sources of information, and influence decision making.Deliver back-up support to other senior analysts in the Corporate FP&A teams including Companywide MOR production, Earnings KPI production, and support material production of the Board of Directors.Translate technical, financial, and strategic objectives to educate stakeholders and contributors from other parts of the organization to drive alignment (e.g., “Finance for Non-Finance”) for key terms, metrics, KPIs, calculations, etc.Act as a source of knowledge within the Corporate FP&A team for specific functions, becoming the FP&A point-of-contact for a sub-set of key stakeholders within the relevant functions.What you need to succeed at GXO:At a minimum, you’ll need:Bachelor's degree in Finance, Accounting, or a related field, or equivalent experience.2 years of experience in Financial Planning and Analysis (FP&A), including budgeting and forecasting experience.Experience with Microsoft Office; advanced Excel skills with the ability to create complex formulas.It’d be great if you also have:Master’s degree in Finance/Accounting, Business Administration, or related field.Financial certifications including ACA, ACCA, CPA, Chartered Accountant, or applicable professional designationPrior experience in tools to leverage large datasets including PowerBI, Alteryx, Python, or similar.Solid communication skills and the ability to effectively communicate complex financial concepts to various user groups.Ability to think critically and leverage available resources to troubleshoot reporting issues and data anomalies.Solid drive to seek continuous improvement in reports and processes during companywide growth and expansion.We engineer faster, smarter, leaner supply chains.GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team – energetic, innovative people of all experience levels and talents who make GXO a great place to work.We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran or other protected status.GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement here.#finance
Full Time
8/16/2025
New York, NY 10261
(9.3 miles)
Vice President, Investment Strategist At BNY, our culture allows us to run our company better and enables employees’ growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About BNY Investments: BNY Investments is a division of BNY, one of the world’s largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We’re seeking a future team member for the role of Vice President, Investment Strategistto join the Portfolio Group Strategy team at BNY Investments. This role is located in New York City, NY, or Boston, MA. The Portfolio Strategy Group team partners with the Distribution team, Product, Marketing, and our Investment Firms to create and ensure the delivery of accurate, consistent, compelling, and relevant investment strategy communications, concepts and content to intermediary & institutional clients in the US. Coverage and responsibilities range across asset classes (Equity, Fixed Income, Multi-Asset, and Alternatives), investment vehicles (mutual funds, mandates, private/illiquid), and macro and micro market and investing thematics. In this role, you’ll make an impact in the following ways: Creation and delivery of investment strategy content and delivery portfolio construction analysis to clients. This includes building and delivering presentations on current industry topics, distribution of model portfolios, and offering in depth and actionable portfolio analysis to clients.Research, write, edit, and publish materials for the sales team, tying all investment messaging to investment insights that address client needs.Working with partners in Marketing and Compliance to produce relevant, differentiated content that better positions our investment capabilities with our clients. Solicit and incorporate feedback from a large group of stakeholders across the firm to refine product stories and support accessibility of sales materials. To be successful in this role, we’re seeking the following: Degree required or equivalentCFA candidate preferred3-5 year’s experience in asset managementUnderstanding of the capital markets and asset management products across fixed income, equity, hedge funds, private equity, and/or real assets.Must be a self-starter with demonstrated ability to effectively prioritize multiple projects and have the willingness to take on additional responsibility.Outstanding copywriting and editorial skills; must be able to take complex concepts and synthesize concisely.Excellent interpersonal skills, including a strong ability to develop relationships and influence outcomes in large, globally complex matrix organizations. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $83,000 and $132,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Full Time
9/1/2025
Roslyn, NY 11576
(11.0 miles)
Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
9/1/2025
New York, NY 10261
(9.3 miles)
BNY Investments Global Head of RFP & Due Diligence At BNY, our culture allows us to run our company better and enables employees’ growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About BNY Investments: BNY Investments is a division of BNY, one of the world’s largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2 trillion* in assets under management as of 31 March 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We’re seeking a future team member for the role of Global Head of RFP & Due Diligence to join our Data & Analytics, RFP and Reporting team, within the BNY Investments Operations team. This role is located in London – HYBRID (4 days a week in the office). In this role, you’ll make an impact in the following ways: Provide strategic leadership to a global team of RFP writers and due diligence specialists across UK, US, APAC and Pune offices. Manage and develop team members, ensuring career growth and succession planning.Enhancing our RFP win rate and realising operational efficiency by developing and implementing a comprehensive technology strategy, including the integration of Generative AI tools. Monitoring win rates and implementing data-driven strategies to improve success metrics.Overseeing all aspects of RFP, DDQ, and annual attestation processes, ensuring consistency, accuracy, and competitiveness. Ensure that all documentation is compliant and has been passed through the appropriate channels to ensure it has been signed off by all relevant parties.Ensure clear communication throughout the process.Partnering with Investment, Distribution, Legal, and Compliance teams to ensure responses align with firm messaging and regulatory requirementsMonitoring the service standards provided by the global RFP team to the wider business and address any concerns. Furnish management reporting requirements as well as any reporting related to internal audit or compliance testing. Work with audit and compliance to address any remedial actions. To be successful in this role, we’re seeking the following: 12+ years of experience in asset management RFP/DDQ management, with at least 5 years in a leadership role. RFP writing experience, with compliance and regulatory frameworks in both UK and US market, is essentialBachelor’s degree or the equivalent combination of education and experience in asset management or related field is a must. CFA or other relevant qualifications preferred.Deep understanding of institutional asset management products and operations and a proven track record of successful RFP wins for institutional mandates.Experience implementing and managing RFP/DDQ technology solutions. Strong proficiency with Loopio and/or RocketDocs platforms. Strong understanding of Generative AI applications and their potential in RFP processes.Experience managing global teams across multiple time zones and excellent stakeholder management skills at senior levels.Demonstrated success in process transformation and change management. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $135,900 and $220,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs.
Full Time
9/1/2025
New York, NY 10261
(9.3 miles)
At BNY, our culture allows us to run our company better and enables employees’ growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Senior Vice President – Strategic Accounts. This role is located in New York, New York In this role, you’ll make an impact in the following ways: Lead Strategic Client Engagements: Independently manage a portfolio of large, complex intermediary clients and prospects, driving revenue growth through deepening existing relationships and originating new business opportunities.Deliver Solutions-Oriented Value: Act as a trusted advisor to senior client stakeholders, aligning the firm’s investment capabilities with client strategic objectives through tailored, cross-product solutions.Drive Commercial Outcomes: Structure and negotiate deals that balance client needs with the firm’s commercial goals and risk appetite, while identifying emerging market opportunities for expansion. Partners with field sales teams and leadership to drive business in key markets.Orchestrate Cross-Functional Collaboration: Partner with internal teams (e.g., product, legal, compliance, operations) to ensure seamless execution, risk management, and client satisfaction across the sales lifecycle.Champion Sales Discipline & Insight: Maintain rigorous account planning and CRM hygiene, while fostering a feedback loop that informs product innovation and enhances client experience. To be successful in this role, we’re seeking the following: Demonstrated success managing strategic relationships with U.S. intermediary clients (e.g., wirehouses, RIAs, private banks), with deep knowledge of the U.S. wealth and asset management landscape, investment strategies, and capital markets.Bachelor’s degree required; MBA, CFA, or other advanced credentials preferred. 10+ years of experience in investment services, ideally in client-facing roles such as Sales, Relationship Management, or Product Strategy. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $225,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Full Time
8/25/2025
New York, NY 10261
(9.3 miles)
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of SVP- Accounting Manager to join our alternative operations team. This role is located in New York and follows a hybrid work arrangement with 4 days in office. In this role, you’ll make an impact in the following ways: Direct multiple Fund Accounting teams responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performance, allocating expenses, and preparing reports.Manage financial and human resources for the unit, ensuring assigned teams operate effectively to meet unit goals and objectives.Oversee processes and resource allocation in determining the net asset value (NAV) for assigned funds in multiple sectors for each measurement cycle.Manage relationships with a broad set of clients, resolving unique escalated issues related to fund calculations and accounting.Direct and prioritize processes that verify completeness and accuracy of disclosure in financial statements.Provide guidance to teams to ensure accounting records comply with departmental policies and procedures, resolving complex escalated issues.Evaluate GAAP and/or IFRS rules to determine the impact of new regulations on BNY Mellon fund accounting practices and develop strategies for implementation.Implement and assist in setting guidelines, policies, and priorities for drafting financial reports for clients to review fund performance, communicating complex accounting intricacies.Recruit, direct, motivate, and develop staff to maximize individual contributions, professional growth, and effective teamwork.Oversee relationships with auditors and clients to update financial reports ensuring accurate depiction of fund performance.Manage multiple Fund/Client Accounting teams primarily through subordinate managers and contribute to achieving multiple team objectives. To be successful in this role, we’re seeking the following: Bachelor’s degree in accounting or the equivalent combination of education and experience.5-7 years of total work experience with at least 1-3 years in management preferred.Experience at a Big 4 accounting firm preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $210,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Full Time
9/1/2025
New York, NY 10261
(9.3 miles)
Associate, Fund / Client Accounting At BNY, our culture allows us to run our company better and enables employees’ growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Associate, Fund / Client Accounting to join our Fund/Client Accounting team. This role is located in New York, NY – Hybrid. In this role, you’ll make an impact in the following ways: Serve as a lead for the day-to-day operations of a medium-sized fund accounting support team, providing work direction and technical assistance on complex matters.Lead day-to-day accounting and net asset value (NAV) production functions, including NAV construction & validation, review, dissemination, and reporting activities for more complex funds.Review data and assist in resolving escalated problems arising during daily, weekly, or monthly accounting and reporting.Track data and maintain accounting records for funds of higher complexity in accordance with department policies and procedures.Establish data maintenance and summarization processes to improve team efficiency and support the accounting team.Lead team in preparing system-generated reports, coordinate review and sharing of reports with accounting teams, and review work of junior team members.Assist with maintaining relationships with client staff by exchanging information related to cash, accounting, and reporting of daily and monthly client activities and initiatives.Communicate data needs and respond to client questions.Assist in identifying and implementing process improvements to reduce audit and financial exposure and improve team efficiency.Support the achievement of team objectives; no direct reports but may have work allocation and team lead responsibilities. To be successful in this role, we’re seeking the following: Bachelor’s degree in accounting or the equivalent combination of education and experience.3+ years of accounting experience, preferably within the Private Equity Space.Strong technical knowledge of fund accounting and NAV processes.Prior experience with Geneva preferred.Proven ability to lead and support a team in a complex operational environment. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $95,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Full Time
8/25/2025
New York, NY 10261
(9.3 miles)
At BNY, our culture allows us to run our company better and enables employees’ growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Fund Accounting Manager to join our team. This role is located in New York, NY – Hybrid. In this role, you’ll make an impact in the following ways: Prepares and reviews accounting statements for complex funds on behalf of clients.Reviews work of junior team members and works with auditors and clients to ensure statements are accurately produced and verified on a timely basis.Reviews balance sheet, income statement, statement of cash flows and statement of shareholders equity for the most complex funds to ensure reported numbers are reconciled.Drafts accounting statements and reports for more complex funds, incorporating fund calculations, for clients to review fund performance.Provides guidance on report structure and checks for the completeness and accuracy of disclosure. To be successful in this role, we’re seeking the following: Bachelor's degree in accounting or the equivalent combination of education and experience is required.7-10 years of total work experience preferred.Experience in accounting preferred.No direct reports, but may provide guidance to less experienced team members as needed and may be tasked with Team Lead responsibilities. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $150,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Full Time
8/9/2025
New York, NY 10261
(9.3 miles)
Vice President II, Financial Planning and Analysis At BNY, our culture allows us to run our company better and enables employees’ growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Vice President to join our BNY Markets Finance team. This role is located in New York City with 4 days per week in-office required. In this role, you’ll make an impact in the following ways: The Vice President, Financial Planning & Analysis II will play a critical role in driving financial strategy and performance management in support of the Global FX business within Markets. We are counting on you to lead comprehensive financial planning, forecasting, budgeting, and analysis efforts to support strategic decision-making and operational efficiency.Perform analysis that support end to end processes within Finance including period closings; performance analysis of forecasted period revenue and expenses against actual results; metrics and scorecard reporting; and trend identification / analysis / monitoring so that management makes informed decisions on business strategy.You will periodically make updates to short term and long-range forecasts, update methodologies / inputs / assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business.This role conducts trend analysis on financial data and operating performance and assists in developing recommendations on improving efficiency and effectiveness against benchmarks.We regularly partner with business leaders to provide insightful financial analysis, identify trends, and recommend actionable strategies to enhance profitability and growth.Help participate in the development of annual operating, capital and strategic plans, compiling and conducting financial information and analysis as needed.Collaborate cross-functionally to simplify processes, embrace new technologies, and improve financial systems and tools. To be successful in this role, we’re seeking the following: Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or relevant advanced degree preferred.Minimum 8-10 years of progressive experience in financial planning and analysis, preferably within financial services.Strong leadership skills with experience managing teams and influencing senior stakeholders.Expertise in financial modeling, forecasting, budgeting, and variance analysis.Proficiency with financial systems and data analytics tools.Excellent communication, problem-solving, and strategic thinking abilities. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $83,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
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