Banking and Financial Services Jobs in Ny Wfh

NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE:CBU),NRS administers over $1.4 trillion (USD) in assets to over 500 clients.

Founded in 2008, GTC is a Maine-based non-depository trust bank specializing in collective investment trusts (CITs), institutional trust services, and customized solutions for asset owners and managers. As a wholly owned subsidiary of Northeast Retirement Services LLC (NRS) and Community Financial System, Inc.(CFSI), GTC benefits from NRS's expertise in trust product administration, transfer agency, and fund-of-funds solutions.GTC's core focus is delivering ERISA and non-ERISA trust solutions exclusively for institutional clients, avoiding distractions like retail or private wealth management. Our expertise spans trustee services, asset management, transfer agency, and complex fund structures. GTC offers turnkey, client-branded products with advanced technology, customization, and strong distribution support. Our consultative approach, combined with deep operational expertise and flexibility, positions GTC as a trusted partner for sophisticated asset managers and asset owners globally across diverse asset classes.

GTC is looking for a VP, Investment Analyst, who will primarily support the firm's trust solutions functions. This role focuses on monitoring the firm's investment research and manager oversight efforts by monitoring global markets and risks, evaluating and tracking external investment managers, conducting multi-asset analysis, maintaining robust internal documentation and databases, and producing high-quality research tools, reports, and presentations. The Investment Analyst works closely with the CIO, Director of Research, and senior management to ensure alignment with the firm's fiduciary responsibilities and oversight role as trustee. This position demands an understanding of global capital markets, manager research processes, and multi-asset, multi-manager portfolio construction.

Job Functions

• Stay abreast of global market trends, regulatory developments, and emerging risks to adapt research priorities as needed.
• Help evaluate and manage ongoing relationships with outside investment management firms.
• Conduct regular monitoring and reporting on approved/core investment managers.
• Maintain internal databases on outside investment management firms to facilitate the flow of information across the firm.
• Ensure proper documentation on approved/core managers.
• Participate in the collection, analysis, and interpretation of complex data on a variety of investment classes, including equities, fixed income, alternatives, and real assets.
• Help drive the development of proprietary research tools, frameworks, and models for evaluating investments and asset allocations.
• Produce research notes, commentaries, and presentations with a focus on accuracy, clarity, and timeliness.
• Embrace a culture of continuous improvement and innovation within the research team.
• Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

Requirements

• Solid academic and working knowledge of the financial/investment industry; working toward CFA designation preferred.
• 3+ years of experience in investment research.
• Understanding of global capital markets, investment vehicles, and manager research processes
• Strong analytical skills with experience in quantitative and qualitative research methodologies.
• Solid written and verbal communication skills.
• Strong time management, organizational, and interpersonal skills, with the ability to work effectively both independently and as part of a team.
• All applicants must be 18 years of age or older.

Hours: 40hours/week

Compensation:Base salarycommensurate with experience.In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Commercial Regulatory & Compliance Associate

A leading alternative finance platform is seeking a hands-on legal/compliance associate to support its commercial business. This role sits close to the deals and involves direct counterparty interaction, transaction diligence, and ongoing compliance oversight. Ability and experience participating in client calls, negotiations, staying on top of compliance and tracking documentation, and supporting regulatory and risk requirements across financing transactions. The ideal candidate thrives in a fast-paced environment, exercises strong business judgment, and takes ownership of processes from start to finish.

Qualifications:

• 3–10 years of experience in regulatory, compliance, or commercial finance

• Exposure to alternative lending or commercial receivables preferred

• Strong communication, organization, and follow-through skills

• J.D. preferred; Bachelor’s required

Location: NYC

RTO: Hybrid (2 days/week onsite)

We are conducting a confidential search on behalf of a global FinTech platform seeking a Bank Regulatory Counsel to join its growing legal and regulatory function. This is a newly created role driven by expanded business activity and increased regulatory complexity.

The position offers high visibility, direct engagement with regulators, and close partnership with senior business stakeholders. This is an individual contributor role from day one.

What You’ll Do

• Serve as a primary legal advisor on U.S. bank regulatory matters impacting a complex financial services platform
• Provide practical, business-oriented regulatory guidance to internal and external stakeholders
• Engage directly with U.S. banking regulators and regulatory agencies at the federal and state level
• Analyze evolving banking regulations and translate regulatory requirements into actionable guidance
• Support new products, services, and partnerships from a regulatory perspective
• Partner with external counsel on specialized regulatory matters as needed
• Help scale regulatory processes in a fast-growing, globally operating organization

What We’re Looking For

• JD from a top 50 US law school + AmLaw100 firm training
• 4 to 8 years of TOTAL post-JD experience (JD 2021 and senior only please)
• demonstrable focus advising on bank regulatory matters
• Demonstrated experience working directly with bank regulators or regulatory agencies
• Financial services or payments-related regulatory experience required

Background Preferences:

• Prior in-house experience strongly preferred
• strong preference for candidates with BigLaw training

Ideal Candidate Profile

• Bank regulatory attorney supporting fintechs, banks, or payments companies
• Comfortable acting as a trusted business counselor, not solely a technical advisor
• Able to operate independently and manage regulatory issues with minimal oversight
• Strong communicator who can engage credibly with both regulators and senior internal stakeholders

Why This Role

• Newly created position with meaningful scope and ownership
• Direct exposure to senior legal leadership
• Opportunity to shape regulatory strategy at a global financial services platform
• High-impact role during a period of significant business expansion

If interested, please apply with resume attached.

Questions:

Note: Due to volume, we are only able to respond to candidates who attach a CV AND are a MATCH for the REQUIRED criteria. Thank you!

We represent a global investment manager looking to hire an attorney with 5-8 years of experience to provide legal advice in connection with all aspects of product development, launch and maintenance of private funds, including drafting, reviewing and negotiation of associated documentation.

• Provide advice on structuring and execution of fund investments.
• Draft, review and negotiate advisory and sub-advisory agreements for institutional and intermediary asset management business.
• Draft, review and negotiate vendor, confidentiality and other third party agreements.
• Review and negotiate investment documentation, including brokerage and trading agreements.

Basic Qualifications

• JD with 5-8 years asset management legal experience, including significant experience with private funds.

Preferred Qualifications

• Working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940 and ERISA.
• Experience with credit funds. Law firm experience.
• Experience with structuring and execution of fund investments.
• Interest in and ability to work collaboratively in a global organization.
• Strong written and verbal communication and interpersonal skills.
• Law firm experience.

We represent a global asset manager looking to hire an attorney with 3-9 years of Private Equity/Investment Management experience to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for their institutional asset management business. The position will support two registered investment advisers focused on private equity fundraising and investing. This is an exceptional opportunity for a well-rounded investment management attorney who enjoys working on many different sophisticated matters and wants substantial business team and client contact.

Responsibilities: Provide legal advice relating to fund and separate account formation, as well as investment advisory services to private equity funds and institutional separate account clients.

The night auditor will work as a Front Desk agent while also working weith the fiscal and Lodge room reports.  Balance all of the daily revenues of the Lodge and Water Park.  Compile and distribute Revenue reports on a daily basis.  Greet and register guests into and out of the hotel in a courteous and professional manner.  Provide information and assistance to all resort guests.

• Maintain an environment of professionalism
• Adhere to house rules, departmental policies, and safety standards
• Communicate clearly with guests and management
• Respond to or channel any guest requests/complaints to the department or proper manager
• Use problem-solving skills to professionally handle any guest issue, question, or concern
• Perform other duties as assigned by management

• Adhere to PCI compliance procedures
• Operate the Front Desk system to make reservations, post payment and revenue transactions, perform assigned system functions, and check guests in and out
• Proper distribution of guest keys and staff keys
• Complete daily duties as outlined on the Night Audit Checklist
• Complete and balance the transactions for hotel, water park, and dining operations
• Classify daily revenue and statistics in Night Audit Spreadsheets
• Answer telephone calls from internal and external guests/customers as well as inter-departmental calls
• Compliance with communication protocols for telephone and email

• Pay Rate: $19.00/hr
• Paid training
• Advancement opportunities
• Free admission to ALL Six Flags parks, including White Water Bay
• Free tickets for friends and family
• Discounts on passes, food, and merchandise
• Exclusive employee events
• Fun rewards, benefits, and more!

• Must be at least 18 years old
• Must be available to work overnight shifts (11 pm - 7 am)
• Must be able to work weekends, holidays, and other shifts as necessary
• Must be able to sit, stand, or walk for extended periods of time
• For safety purposes, this individual must be able to communicate effectively in the English language, including the ability to read, write, speak, and understand the English language
• Computer experience including proficiency in Microsoft Office (Word, Excel, Outlook)
• Knowledge of Opera software preferred
• Possess organizational skills and attention to detail
• Prior guest services experience required
• Must have a friendly, enthusiastic, and service-oriented attitude
• Must be able to perform tasks safely and adhere to company policy
• Ability to share all possible hotel and waterpark knowledge as trained
• Ability to handle multiple tasks in a fast paced environment

FULL-SERVICE SHOPPER

Start earning quickly with a flexible schedule

Shopping with Instacart is more than grocery delivery. Shoppers help make our world go round. They make money, make moves, and make shopping lists come true. They make good time, make life easier, and make people's day.

Shoppers make it all happen—sign up now to help create a world where everyone has access to the food they love.

As a full-service shopper, you'll receive orders through the Shopper app to shop from stores in your area, and deliver the orders to your customer's door. It's that simple.

What you get as a shopper:

• Start earning quickly on a flexible schedule*
• Weekly pay with the option of instant cashout
• Potential to earn tips
• Special earnings promotions

Basic requirements:

• 18+ years old (21+ to deliver alcohol)
• Eligible to work in the United States
• Consistent access to a vehicle and a recent smartphone

Additional information:

Shopping with Instacart is great for anyone looking for flexible, seasonal, home-based, entry-level, weekend, weekday, after-school, or temporary opportunities. As an Instacart Full-Service Shopper, you can have more flexibility than with a part-time job.

Instacart is committed to diversity and providing equal opportunities for independent contractors. Instacart considers qualified individuals without regard to gender, sexual orientation, race, veteran, disability status, or other categories protected by applicable law.

Instacart also values providing prospective contractors with a fair chance to pursue opportunities. For all individuals seeking to provide services in San Francisco, Los Angeles, and Philadelphia, Instacart considers individuals in a manner consistent with the requirements of applicable Fair Chance ordinances.

Review the Independent Contractor Agreement here

*Subject to availability of batches in your area.

• 
  
• Manage and Schedule Plattsburgh Branch personnel including field and shop
  
• Serve as primary contact for customers, with the full understanding of individual project requirements.
  
• Check jobsites in preparation for estimate and, if sold, installation.
  
• Identify unsafe site conditions and advise crews of proper safe job procedures.
  
• Communicate with Purchasing Manager to order materials for projects
  
• Preform site visits for commercial and residential quote requests.
  
• Prepare job packets for crews and schedule underground utility checks.
  
• Stake fence-lines and insure project is ready for installation crews.
  
• Verify materials are staged for projects and ready for loading.
  
• Coordinate equipment assignment on a daily basis.
  
• Monitor crew progress on projects review man hours expended to budgeted man hours.
  
• Coordinate all change orders including documentation, approval and invoicing.
  
• Verify installed quantities for billing, coordinate invoice preparation with administrative department.
  
• Schedule inspection and acceptance of installed work.
  
• Identify and report improvement opportunities in every aspect of the division.
  
• Attend department meetings to maintain communication with all members of the team.
  
• Receiving Materials and coordination with purchasing
  
• Assist with hiring Plattsburgh personnel as needed
  
• Other responsibilities as directed or assigned.
  

• 
  
• Bachelor's Degree in Business Administration or Associate's Degree in Construction Management.
  
• 3-5 Years Experience in Management or similar role.
  
• Industry knowledge or fence/construction experience preferred.
  

• 
  
• Paid time off
  
• 401(k) matching
  
• Health insurance
  
• Retirement plan
  
• Military leave
  
• HRA
  
• Vision Insurance
  
• Dental insurance
  
• Disability insurance
  
• Life insurance
  
• Paid holidays
  
• Flexible schedule
  

Customer Accounts Advisor

The salary range for this role is $17.00 to $18.00 per hour/annually*. This position is also eligible for incentive pay based on performance.

Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. 

Skills for Success  
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. 

The Work  

• 
  
• Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
  
• Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone 
  
• Sell customers on the benefits of timely lease agreement renewal payments 
  
• Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals 
  
• Assist with merchandise returns and guest deliveries as directed by management 
  
• Clean and certify merchandise in the Quality Assurance Center for all items personally returned 
  
• Complete and maintain weekly vehicle maintenance sheet and route sheets daily 
  
• Load, secure and protect product in company vehicle 
  
• Safely operate company vehicle 
  
• Assist the Sales Team as needed
  
• Any reasonable duties requested by management 
  

Requirements

• 
  
• United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.   
  
• Must meet DOT requirements to obtain certification in required states (United States)
  
• Ability to work schedule of hours varying from 8 am to 9 pm
  
• Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
  
• Two years of retail/customer service experience preferred
  
• High School diploma or equivalent preferred
  
• Excellent interpersonal and communication skills
  
• High energy with the ability to effectively perform all functions of the store and multitasking effectively
  
• Proper telephone etiquette
  
• Uphold the Aaron’s Brand and protect company assets
  
• Maintain a professional appearance
  
• Proficient computer skills
  
  

Aaron’s Total Rewards 

Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: 

• 
  
• Paid time off, including vacation days, sick days, and holidays  
  

• 
  
• Medical, dental and vision insurance  
  

• 
  
• 401(k) plan with contribution matching  
  

*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting.  We may ultimately pay more or less than the posted range, and the range may be modified in the future.  An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. 

**Benefits vary based on FT and PT employment status.

Summary

As an Advisor Relationship Manager, you will work largely independently and will serve as a point of contact within the Asset Management Client Services Team for the Intermediary Distribution Group (IDG). You will work in tandem with the appropriate internal and external Advisor Consultant Teams and be responsible for high-level financial advisor communications, relationship building, and monitoring across all product lines. You will report to the Director of Asset Management Services.

Responsibilities

• Responsible for providing superior service to our third-party advisors as well as and to end clients when appropriate
• Develop a strong understanding of all service offerings and investment products available to third-party advisors
• Initiate new account documents, cancellations, investment objective changes, and other client directives, ensuring all necessary criteria are gathered for the completion of the activity at every stage and across functional areas
• Coordinate with internal business units and service providers to ensure third-party advisor and client requests are fulfilled timely and accurately
• Provide critical review of incoming correspondence (i.e., trading directives and actionable items)
• Research and resolve problems or issues
• Facilitate information exchange between internal departments and external parties regarding changes/updates
• Promote collaborative, comprehensive, and coordinated client communication across all product lines to ensure positive client experience
• Assist in the training of new team members on practices and procedures
• Act as a backup for team coverage
• Additional initiatives and projects as assigned

Qualifications

• Bachelor’s degree with an emphasis in finance, business, economics, or pre-law preferred
• Minimum 3 years financial services industry experience
• Working knowledge of broker dealer and RIA operations preferred
• Excellent written and verbal communication skills
• Ability to work in a fast-paced customer service environment with high attention to detail

Perks

• Health, dental & vision insurance
• Employer HSA contribution
• Opt out credit
• 401k employer match
• Paid volunteer days
• Gym reimbursement

Compensation: $63-68k expected base salary

Inside Sales Representative

Location: Manhattan, 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.

Senior Investment Operations Analyst - Investment Management
We are currently seeking candidates for a Senior Investment Operations Analyst opportunity with a top-tier Investment Management firm located in New York, NY.. The Senior Investment Operations Analyst will conduct portfolio accounting, support trade operations, perform reconciliations, and promote strong vendor relations. The ideal candidate will have 3+ years of investment operations, portfolio administration, and reconciliations experience in investment management or financial services industry.
This is a direct-hire opportunity offering a salary of $75,000–$85,000 (depending on experience) + bonus. This position supports a 100% remote work model, based out of New York, NY.
Responsibilities:

• Maintain and validate cash transactions through accurate data entry in the portfolio accounting system.
• Manage trade data flow from trading desks, ensuring settlement details are received, verified, and properly recorded.
• Oversee the seamless integration of trade information into the accounting platform and ensure timely reporting to custodians.
• Support the maintenance of securities master data, including accurate security attributes and market pricing for reliable valuation and performance reporting.
• Perform daily reconciliations of holdings and transactions across internal systems and custodian records, documenting and promptly resolving discrepancies.
• Generate and distribute reconciliation reports for internal teams and external stakeholders using various system tools.
• Produce standard and ad hoc reports to support internal operations and meet external client or regulatory requirements.
• Build and maintain strong relationships with vendors, custodians, and financial institutions, proactively addressing service issues and monitoring industry developments.

Qualifications:

• Bachelor's degree in Finance, Economics, or Business.
• 3+ years of experience in investment operations, with a strong focus on reconciliations.
• Proficiency with Microsoft Excel for data analysis and reporting.
• Solid understanding of fixed income and equity securities.
• Strong analytical thinking, problem-solving abilities, and organizational skills.
• Excellent written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence.
• Ability to work independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment.

If you are interested in learning more about this opportunity, please send your resume to .

Title: Senior Associate, Private Equity

Several investment professional opportunities at the Senior Associate level for NY based Middle Market and Lower Middle Market Private Equity and Growth Equity firms. Sector focus across industries, with spikes in Healthcare, Technology, Business Services, and Consumer.

Firm names are confidential. Detailed job description will be provided to individuals who meet the following criteria:

• Minimum 4 years professional experience, with at least 2 in relevant PE or Growth Equity investing roles (ideally 2 in investment banking, and 2 in PE or growth).
• Currently based in or able to relocate to New York area
• Sector experience across healthcare, technology, business services and/or consumer

• Lucrative Base + Commission Package!
• Excellent Benefits - 100% Medical Coverage for Employee + Family!
• Generous PTO Package!
• Profit Sharing Bonus!
• Fantastic Culture and Work/Life Balance!
• Room for Advancement!

• Develop and execute strategic plans to achieve sales targets and expand our customer base.
• Manage and build a team of Account Executives
• Build and maintain strong, long-lasting customer relationships by partnering with them and understanding their needs.
• Identify emerging markets and market shifts while being fully aware of new products and competition status.
• Effectively communicate the value proposition through proposals and presentations.
• Understand category-specific landscapes and trends, reporting on the forces that shift strategic directions of accounts.
• Prospect for potential new clients and turn this into increased business.
• Work with the team to develop proposals that meet the client’s needs, concerns, and objectives.
• Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion.

• At least 8+ years of executive sales leadership with a focus on B2B sales
• Experience leading and building sales divisions
• Experience within Renewables, Energy, Industrial Data, or Instrumentation experience
• BA/BS degree or equivalent.
• Experience navigating complex and consultative sales cycles
• Willingness to travel 25-50% to client sites and events

Company Overview

Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA”certification and serve more than18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.

For more information about Daybright Financial, please visit our website:

We are currently seeking a full-time Participant Support Representative to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.

On-site training is required for the first 3 months. Successful completion of training may result in hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!

Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.

Job Description

The Participant Support Representative is a reliable professional responsible for answering incoming phone calls, making outbound calls, using company policies to solve customer issues, guiding callers through navigating the company website, and routing calls to the managerial team when necessary. The Representative must commit to customer satisfaction and the ability to provide detailed and accurate information.

Responsibilities

• Ability to take outbound and inbound calls while taking the appropriate action based on the clients’ needs.
• Educate clients on IRS guidelines, and compliance on 403b & 457b plans.
• Provide technical support and troubleshoot participant actions on the website, including filling out forms and uploading documents.
• Input data into system platforms and keep caller’s records updated. Must be able to keep system platforms up to date by inputting new clients’ information and tracking changes.
• Uphold customer satisfaction to the highest standards while maintaining the Center’s KPIs.
• Ability to audit and cross reference data as needed across the different platforms available
• Regularly attend department and company meetings and training sessions to stay updated on policies and procedures.
• Other duties as assigned.

Education and Experience

• High School Diploma or equivalent
• Prior experience in a call center or high-volume customer service environment.
• Experience in pension, retirement, and/or benefits administration a plus.

Additional Competencies

Language Skills

• Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants in a thorough, and easy to understand manner.
• Bilingual in Spanish, a plus.

Mathematical Skills

• Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division – especially confirming payroll deductions for the participant.

Work Environment

• Duties are performed in an office environment/hybrid with a call center atmosphere
• Typical work hours are 8:30 a.m. – 5:00 p.m., Monday through Friday. Later shifts are available with management approval.
• In this position, you may interact with plan participants, plan sponsors, financial advisors & administration through calls or emails, in addition to interactions with internal company staff at other locations such as Rochester, NY.

Company Overview

Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA”certification and serve more than 18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.

For more information about Daybright Financial, please visit our website: are currently seeking a full-time Transaction Processor to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.

On-site training is required for the first 6 months. Successful completion of training may result in hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!

Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.

Job Description

The Transaction Processing Team is responsible for accurately entering and processing retirement plan transaction requests within the 403(b)/457 industry. This includes service provider form entry, as well as processing participant transactions such as distributions, loans, hardships, transfers, and other plan-related activities. Daily responsibilities also involve communicating with clients, participants, and advisors to resolve incomplete or incorrect information. Additional responsibilities may include answering telephone inquiries, imaging documents, and performing other administrative tasks as needed.

Responsibilities

• Review and enter data from source documents into designated systems with a high degree of accuracy.
• Detail-oriented, with strong analytical skills to identify, verify, and input transaction information accurately.
• Professional and courteous telephone manners, with the ability to address questions, provide policy and procedural details, and maintain participant confidentiality.
• Ability to prioritize workload and manage multiple tasks simultaneously while meeting strict processing deadlines.
• Ability to work independently within the scope of assigned responsibilities.
• Strong verbal and written communication skills.
• Prioritize inbound calls from Call Center as needed.

Job Qualifications

• Proficiency in Microsoft Outlook, Excel, and Word are required.
• Must have strong communication and organizational skills along with attention to detail.
• Working knowledge of file directory structure to be able to move, copy, and paste files.
• Ability to work well under pressure and meet deadlines in a fast-paced environment.
• Strong sense of urgency.

Education And Experience

• Minimum of 2 years’ work experience in the financial, pension, and/or retirement industry, required.
• Associate or bachelor’s degree, preferred.
• Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants.
• Benefits administration experience a plus.

Additional Competencies

Mathematical Skills

• Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division.
• Ability to audit and cross reference data.

Physical Demands

• Ability to sit for extended periods, talk, listen, walk, grasp, type, and perform data entry.
• Reasonable accommodations may be made to enable individuals with disabilities to perform
• essential functions.

Work Environment

• Office setting.
• Work hours are 7:30 a.m. – 4:00 p.m., Monday through Friday
• Must have the ability to work independently under minimal supervision in a fast-paced, demanding environment.

Company Overview

Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA” certification and serve more than18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.

For more information about Daybright Financial, please visit our website: are currently seeking a full-time Remittance Specialist to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.

On-site training is required for the first 6 months. Successful completion of training may result on hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!

Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.

Job Description

Remittance Specialists are responsible for processing payroll files with participant contributions, handling incoming and outgoing communication via phone and email, solving client issues, and assisting other team members.

The ideal candidate will be reliable, professional, detailed, and have strong commitment to working as a team.

Responsibilities

• Prepare Excel payroll files from clients for disbursement of funds to service providers.
• Communicate regularly with payroll staff via phone and email to ensure accurate data is exchanged and any errors corrected. Specialists must provide timely response with clients, and quick problem solving.
• Work in partnership with banking specialists to support assigned clients.
• Process payroll files through database
• Review reports for inaccuracy and contact clients for clarification as needed.
• Send, track, and follow-up on correspondences from clients and participants.
• Resolve complex issues that require research and investigation.
• Input data into system platforms and keep records updated.
• Communicate effectively at various levels within the company and clients alike.
• Regularly attend department and company meetings and training sessions.
• Receive and process files in preparation for distribution of funds (Elective and Non-elective Funds).
• Research and correct exceptions/differences identified through validation process.
• Process checks (two check-runs per week)
• Communicate via email and phone with clients to ensure appropriate notification and completion of files processed.
• File and other administrative duties as needed.

Job Qualifications

• Must have good communication skills and attention to detail.
• Proficiency in Microsoft Outlook, Excel, Word and QuickBooks are required.
• Working knowledge of file directory structure to be able to move, copy, and paste files.
• Excellent communication and organizational skills.
• Ability to work well under pressure and meet deadlines in a fast-paced environment.
• Strong sense of urgency.

Education And Experience

• Associate or bachelor’s degree, preferred.
• Minimum of 2 years’ work experience in the financial, pension, and/or retirement industry.
• Benefits administration experience a plus.
• Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants.

ADDITIONAL COMPETENCIES

Mathematical Skills

• Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division – especially confirming payroll deductions for the participant.
• Ability to audit and cross reference data.

Physical Demands

• Ability to sit for extended periods, talk, listen, walk, grasp, type, and perform data entry.
• Reasonable accommodations may be made to enable individuals with disabilities to perform
• essential functions.

Work Environment

• Office setting.
• Work hours are 7:30 a.m. – 4:00 p.m., Monday through Friday.
• Must have the ability to work independently under minimal supervision in a fast-paced, demanding environment.