Banking and Financial Services Jobs in Deer Park, NY

About Us:

CapFront, a leading financial services firm, is seeking dynamic Account Executives to join our growing team in New York. With offices in Midtown Manhattan and Melville, Long Island, we offer modern, collaborative work environments where driven professionals can grow, perform, and thrive. Our accessible office locations support in-person collaboration, mentorship, and career development in a fast-paced, high-energy setting.

Founded in 2017, CapFront creates a professional, friendly, and ethical business funding marketplace. We help businesses across all industries access financing quicker and easier than traditional lenders. We’ve demonstrated rapid growth, increasing revenue by 820% from 2020 to 2023, and were recognized as #541 overall and #45 in financial services on Inc 5000’s fastest-growing private companies in America.

At CapFront, we provide a tech-enabled financing process and deep financial guidance to help small business owners reach their peak potential and continue to take market share in the competitive small business lending vertical. The demand for our services is growing, and so are we! We are looking for Account Executives who will play a critical role in helping small businesses as well as our company GROW!

What does CapFront have to offer?

- Competitive salaries, high commissions and monthly performance bonuses

- Medical, dental and vision insurance

- Commuter Expense Benefits

- 401(k) retirement savings plan with employer matching contributions to help you grow your long-term financial security.

- Work-life balance with generous time off

- Cool office with ambitious, smart and supportive people

- Full paid training to help you to hit the ground running!

Who we’re looking for?

- Ambitious and hardworking individuals with an entrepreneurial spirit

- Creative minds who aren’t afraid to seek new strategies to improve and win business

- Competitive and driven individuals who push to exceed goals

What will you do?

- Drive the sales cycle from prospecting, to lender matching, to term negotiations and deal closing

- Leverage our state-of-the-art tech stack including Salesforce, Vonage, Pardot, DocuSign, Ocrolus, and Plaid

- Collaborate with our entire team to help cultivate our growth in an exciting and energetic office environment

Looking to join us? You’ll fit right in if:

-You have 1-3 years of experience in an inside sales role where you have met or exceeded aggressive sales goals

-You are self-driven with a hunger for success

-You have an enthusiastic attitude towards learning about our products, our merchant’s businesses, and financial technology itself

-You are team-orientated and an excellent communicator

-You are coachable and willing to take direction to improve and develop professionally

-Bachelor’s Degree (preferred but not required)

Compensation:

• Starting Base Salary: $50,000
• On-Target Earnings (OTE): $90,000 – $300,000 (based on performance; uncapped commission structure)

Inside Sales Representative

Location: Melville, NY | Full-Time | Unlimited Earning Potential

Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture

Drive Your Success with Big Think Capital

You know how to sell—how to connect, close, and perform. Now it’s time to bring your talent to a company that matches your ambition and rewards your results.

At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, you’ll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success.

About Big Think Capital

We’re a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses served—and we’re just getting started.

• Named Top Business Lending Firm of 2024 by Financial Services Review
• #1 Finance Broker on Trustpilot
• Certified Great Place to Work
• A culture of collaboration, accountability, and growth

The Role: Funding Associate (Inside Sales)

As a Funding Associate, you’ll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. You’ll work exclusively with warm, pre-qualified leads—no cold calling—and leverage our proven sales infrastructure to achieve your goals.

This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance.

What You’ll Do

• Engage and convert warm inbound leads from business owners nationwide
• Build relationships, identify funding needs, and present tailored financial solutions
• Manage a full sales pipeline and close deals efficiently and ethically
• Deliver consultative sales experiences that build trust and long-term relationships
• Collaborate with leadership and peers to enhance performance and process
• Consistently meet and exceed performance goals

What We’re Looking For

• 2–7+ years of sales experience (inside sales, lending, or financial services preferred)
• Proven ability to meet or exceed sales targets in a fast-paced environment
• Exceptional communication, negotiation, and relationship-building skills
• Self-motivated, entrepreneurial, and goal-driven mindset
• Team player who thrives in a collaborative, performance-driven culture
• Familiarity with financial products or B2B sales is a plus

What You’ll Get

• Uncapped commission — you control your income
• Competitive base salary plus aggressive commission structure
• Warm inbound leads and curated prospecting lists
• Full benefits package — medical, dental, vision, PTO, 401(k), and more
• Continuous training, mentorship, and professional development
• Modern office environment with advanced CRM tools and sales technology
• Clear path to advancement into senior and leadership roles

Join a Team Where Success Pays Off

At Big Think Capital, your results drive your rewards. You’ll have the tools, support, and opportunity to scale your career—and your income—without limits.

If you’re ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move.

Apply today and take your career to the next level with Big Think Capital.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Location: Melville, NY | Full-Time

Base Salary + Uncapped Commission | Paid Training | Fast-Track Career Growth

Launch Your Sales Career with Big Think Capital

If you’re a recent college graduate who is competitive, driven, and ready to build real earning power early in your career, this is your opportunity.

Big Think Capital is hiring entry-level Inside Sales Representatives to join our high-performance sales team. This is not a “starter job” where you wait years for advancement. It’s a structured path to strong income, professional development, and leadership opportunities.

You bring the work ethic. We provide the training, leads, and platform.

About Big Think Capital

Big Think Capital is a nationally recognized business lending marketplace that has funded over $1 billion for more than 25,000 small and mid-sized businesses across the country.

• Named Top Business Lending Firm of 2024 by Financial Services Review
• #1 Finance Broker on Trustpilot
• Certified Great Place to Work

We are growing rapidly and promote from within. Performance drives opportunity.

The Role: Entry-Level Funding Associate

As an Inside Sales Representative, you will work directly with business owners who have already expressed interest in securing funding. This is a warm-lead sales environment — no cold calling.

You will:

• Speak with inbound, pre-qualified business owners
• Understand their financial needs and growth goals
• Present tailored funding solutions
• Manage your pipeline from first call to close
• Build trusted relationships through consultative selling
• Consistently work toward and exceed performance goals

You will receive hands-on sales training, daily coaching, and mentorship from experienced leaders. We invest heavily in developing top producers.

Who This Role Is Built For

• Recent college graduates eager to build a career in sales
• Competitive, goal-oriented individuals
• Former athletes or high-achievers who thrive in performance-driven environments
• Individuals motivated by income growth and advancement
• Professionals looking for a clear path to leadership within 1–3 years

Prior sales experience is not required. Coachability and drive are.

Compensation & Growth

• Competitive base salary
• Uncapped commission structure
• Clear promotion track to senior and leadership roles
• Ongoing training and mentorship
• Full benefits package including medical, dental, vision, PTO, and 401(k)
• Modern office with advanced CRM and sales tools

Top performers are rewarded accordingly, with strong income potential and accelerated career progression.

What We’re Looking For

• Strong communication skills
• High energy and resilience
• Coachable and open to feedback
• Self-motivated with a strong work ethic
• Desire to build a long-term career in sales and finance

Build Your Career Where Performance Is Recognized

At Big Think Capital, your results directly impact your growth and income. If you are ready to take ownership of your career and develop into a high-performing sales professional, we want to meet you.

Apply today to begin your career with Big Think Capital.

Relationship Manager - Series 65 Required

Wealth Management | On-Site | Hauppauge, NY

Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint.

This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA.

This is a full-time, on-site W-2 position based in Hauppauge, NY.

Role Overview

The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency.

This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients.

Key Responsibilities

• Deliver white-glove service to clients with speed, accuracy, and professionalism
• Prepare for client meetings and proposals with exceptional attention to detail
• Draft and manage client communications via email, phone, and written correspondence
• Participate in client meetings, document notes (with AI support), and manage follow-ups
• Gather and organize information to support comprehensive financial planning
• Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.)
• Maintain meticulous CRM documentation of all client communications, tasks, and appointments
• Assist with account maintenance, asset allocations, and quarterly reporting
• Serve as the first line of response for client inquiries across email and phone
• Build and deepen client relationships with empathy, connection, and professionalism
• Partner with operations to proactively resolve custodial issues and escalate when appropriate
• Adhere to all firm and industry supervisory and compliance requirements
• Participate in firm meetings, training, client events, and continuing education
• Support additional service-related responsibilities as required

Candidate Profile

• Service-oriented with a genuine interest in caring for clients
• Exceptionally organized, dependable, and detail-oriented
• Calm, professional, and effective in a fast-paced environment
• Process-driven with strong ownership and accountability
• Excellent time management and multitasking capabilities
• Comfortable using CRM and workflow tools (Salesforce preferred)
• Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks
• 3–5 years of experience in financial services (RIA experience strongly preferred)
• Strong working knowledge of Schwab custodial operations
• Open to learning and adopting new technology as systems evolve

Licensing & Education

• Series 65 required
• Bachelor’s degree strongly preferred
• CFP® certification or desire to pursue
• Strong understanding of client confidentiality and discretion
• Clean U-4 and U-5 history

Reporting & Collaboration

• Reports to: Lead Advisor
• Functional Area: Client Success / Operations
• Works closely with: Advisors, Operations, Administrative Support, Corporate RIA partners, Custodians, and Service Providers

Compensation & Benefits

• Base Salary: $70,000 – $90,000
• Bonus: Performance-based, tied to individual and firm objectives
• Employment Type: Full-time W-2
• Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits
• Career Development: Clear progression and professional growth opportunities

• 401k with 4% Employer Match!
• Strong Career Growth and Development with Established RCM Leader.
• Expanding, stable healthcare organziation based in Long Island
• Collaborative culture with friendly team
• Family environment where everyone will know your name

• 1+ year of Medical Coding in Outpatient Setting - Surgical Coding Ideal
• CPC Required
• Ability to utilize insurance websites proficiently
• Microsoft Office Suite: Word, Excel, Outlook, PowerPoint
• Works with Electronic Health Records

To Advocate. To Educate. To Empower. Together.

Salary: $150,000 to $170,000 per year- Exempt

Hours: 37.5 hours per week

Location: Ronkonkoma, NY

Availability: Immediate

Position Description:

Mission Statement: “To empower and inspire people of all communities to identify, pursue and sustain healthy, meaningful lives”.

MHAW strives to develop an authentic, diverse workforce that embraces, creates, respects and demonstrates diversity, equity, and inclusiveness in the work environment, towards one another and those we serve. We recognize that our agency is strongest when we all embrace the full spectrum of diversity and experience. We actively seek to employ a diverse workforce representative of the communities we serve.

Position: Chief Financial Officer

Salary: $150,000 to $170,000 per year- Exempt

Hours: Monday- Friday; 8:30am- 4:30pm

Locations: Ronkonkoma, NY

Association for Mental Health and Wellness is seeking a Nonprofit CFO (Chief Financial Officer) to manage the financial operations of the agency, ensuring the agency’s financial health and sustainability. This role will oversee all financial reporting, budgeting, forecasting, financial analysis, and fiscal compliance requirements. The Nonprofit CFO will work closely with the CEO (Chief Executive Officer) and the Board of Directors to develop and implement strategies that support the agency’s mission and goals.

Key responsibilities may include, but are not limited to:

Financial Management

• Develop and implement financial strategies that support the agency’s mission and goals
• Manage and oversee all financial operations, including accounting, budgeting, forecasting, and financial analysis
• Ensure the accuracy and completeness of financial records, including the general ledger, accounts payable and receivable, payroll, and other financial systems
• Prepare and present financial reports to the CEO and Board of Directors, providing analysis and recommendations as needed
• Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements
• Develops and maintains systems of internal controls to safeguard financial assets; including establishing controls over financial reporting, fraud prevention, and disclosure
• Ensures that finance staff maintains financial record systems in accordance with generally accepted accounting principles, and monitors the use of all funds
• Manage relationships with external partners, including banks, auditors, and other financial service providers

Budgeting and Forecasting

• Develop and oversee the annual budgeting process, working closely with program leadership to develop realistic and achievable budgets
• Prepares operating budgets for Requests for Proposals (RFP’s) and participates in grant proposal writing and reports as requested
• Monitor actual performance against budget and provide regular updates and analysis to the CEO and Board of Directors
• Develop and maintain financial forecasting models that support long-term financial planning and decision-making

Strategic Planning and Leadership

• Work closely with the CEO and Executive leadership to develop and implement strategic plans and goals that support the organization’s mission and vision
• Lead the Finance Committee, collaborating with other committee members to provide strategic financial guidance and support to the organization
• Provide leadership and mentorship to the finance team (Accounting, Billing, Accounts Payable and Accounts Receivable) , fostering a culture of continuous improvement and professional development
• Responsible for the supervision of the Coordinator of Facilities and Maintenance and the oversight of Housing Program operations
• Oversee project for on-time delivery form outside vendors; IT, data warehouse, building and maintenance
• Collaborate with other program leadership to develop and implement strategies that support the organization’s mission and goals; driving program sustainability and growth

Board Relations and Reporting

• Report on the financial performance of the agency to the Board of Directors, including regular updates on budget performance, forecasts, and financial risks and opportunities
• Collaborate with the CEO and Board of Directors to develop and implement financial policies and procedures that align with the agency’s values and strategic goals
• Represent the agency at internal and external events and meetings, providing financial guidance and support as needed

Tax Filing and Compliance

• Oversee all tax filings and compliance requirements, ensuring that the agency is in compliance with all relevant laws and regulations
• Maintains a thorough working knowledge of federal, state and managed care reimbursement payment methodologies, including: contractual accounting, payment calculations, billing requirements and compliance issues
• Manage relationships with external auditors and other financial service providers to ensure compliance with all reporting and regulatory requirements

• Bachelor’s degree in Finance or Accounting and/or its equivalent required, CPA preferred.
• Minimum ten years’ in a CFO role required
• Behavioral health/healthcare experience preferred
• Knowledge of Health Insurance, including Medicaid, Medicare and MCO’s required; Behavioral Health billing a plus
• Experience working with finance and accounting software packages; knowledge of Fund EZ nonprofit accounting software preferred

• Proven track record of successful financial management, including experience developing and implementing financial strategies, managing budgets, and overseeing financial reporting and compliance

• Must have knowledge with specific funding sources: OMH, OTDA, HUD
• Excellent verbal and written communication skills required
• Exceptional organizational, communication, leadership, and interpersonal skills
• Accuracy and attention to detail are essential
• Strong quantitative and analytical skills required
• Demonstrated ability to set priorities, handle multiple assignments, and work with resourcefulness and efficiency in a fast-paced and changing environment
• A commitment to supporting psychiatric recovery and emotional healing and wellness

Send a resume and cover letter expressing your interest in this position to: Kathy Elfers, Chief People and Experience Officer at