Banking and Financial Services Jobs in Riverton New Jersey

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.

NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by utilizing advanced technology and employing a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24+ billion parent, WSFS Financial Corporation (Nasdaq: WSFS).

The Corporate Attorney will be required to have skills in contract drafting and negotiation experience, and an ability and desire to assist with the legal needs of all areas of the company, including compliance, collections & recovery, corporate governance, regulatory audits, human resources, insurance, etc. This position will report to (and work closely with) the General Counsel & VP of Administration.

Essential Functions:

• Drafting, reviewing and assisting in negotiating contracts for all areas of the organization.
• Provide assistance (in coordination with Corporate Counsel, department leaders and our parent, WSFS Bank) for matters relating to regulatory compliance, audits, vendor management, corporate governance, collections and other similar matters.
• Responsible for assisting in advising business segments on legal issues related to commercial transactions (which may include advice regarding commercial loans and leases, new business originations, portfolio administration, customer service, collections, litigation, and credit support activities).
• Provide active legal support to the Collections and Recovery teams to help minimize charge-offs and maximize recoveries.
• Perform legal research on legal issues in leasing and finance law, and prepare memoranda regarding research findings to help guide companywide decisions
• Assist in representing the legal department in cross-functional teams and task forces formed to implement new business or legal policies, procedures and initiatives and work with other departments to resolve issues.
• Knowledge of applicable federal and state laws and statutes, including Uniform Commercial Code Article 2A.
• Assist as liaison to parent (WSFS Bank) on a wide range of business and legal matters, including compliance with banking regulations.
• Support the legal and executive team with daily administrative tasks as needed
• Work closely with Corporate Counsel of NewLane to grow in the role (with opportunity to grow to take on additional responsibilities).

Requirements:

• The successful candidate will have a Juris Doctorate (JD) and be licensed to practice in Pennsylvania.
• Must have mature judgment and excellent analytical and communication skills (verbal and written).
• Candidate must have a “business” mindset, with an understanding or strong desire to learn the commercial finance and banking industries.
• One to three years of relevant experience practicing law at a law firm, regulatory/governmental agency or corporate legal department. Prior practice or experience in commercial leasing/financial industry or banking sector is preferred.
• Contract drafting and negotiation experience preferred.
• Strong organizational skills.
• Must possess a “compliance mindset” and able to work well with auditors and other third parties on compliance and regulatory matters.
• Ability to conduct effective legal research, drawing appropriate conclusions and presenting findings to leadership.
• Desire to learn and grow in the role under the leadership (and mentorship) of the Corporate Counsel and other leaders.
• Must possess ability and desire to think and lead on a strategic level within an organization while also delivering on day-to-day duties.
• Ability to work both independently and collaboratively in a project setting with members of other departments.
• Ability to work quickly and effectively without sacrificing quality.
• Must have legal right to work in the U.S.
• Thorough knowledge of MS-Office Suite (Word, Excel, PowerPoint, Access, Teams).

The successful candidate will receive a competitive compensation package, excellent benefits package to include Health, Rx, Dental, Vision, Life Insurance (Company Paid), AD&D Insurance, Additional Voluntary Life Insurance, Short Term/Long Term Disability Insurance, Flexible Spending, 401(k) with match, generous PTO and much more…

NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.

NewLane Finance will not be able to provide Relocation or Sponsorship

Customer Accounts Advisor

The salary range for this role is $14.75 to $15.50 per hour*. 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  

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• 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

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• 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.

NexWealth, a registered investment advisor and multi-family office, is seeking an experienced Estate and Trust Attorney to support the firm’s high-net-worth and ultra-high-net-worth client base. This role works closely with firm leadership and client advisory teams to provide sophisticated estate, trust, and wealth transfer planning within a coordinated family office structure.

The position involves advising on complex estate planning strategies, trust structures, tax-efficient wealth transfer, and coordination with external counsel and advisors. The attorney will play a key role in aligning estate planning decisions with broader investment, tax, and legacy objectives.

The ideal candidate holds an LLM in Taxation and brings prior estate and trust experience from a law firm, RIA, family office, multi-family office, wealth management firm, or similar environment. This position is based in NexWealth’s Philadelphia office.

Successful candidates will demonstrate exceptional technical competence, strong judgment, discretion, and the ability to communicate complex legal concepts clearly to both clients and internal stakeholders within a high-expectation, fiduciary-focused environment.

Responsibilities include, but not limited to, the following:

• Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer and business succession matters
• Work closely with clients and their outside legal counsel
• Prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, GRATs, IDGTs, CLATs, LLC operating agreements, and related planning and transactional documents
• Meet with clients to review and discuss estate planning strategies and supervise document execution
• Research and draft memoranda on tax-related topics

Requirements

• Bachelor’s degree
• JD + LLM in Taxation
• Minimum of 3-5 years experience working with estates and trusts
• Experience working with and comfort communicating with high net worth clients
• Working knowledge of federal tax law
• Work in firm’s Philadelphia office (this is not a remote position)
• Organized, detail-oriented, with strong interpersonal skills
• Team player
• Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations.

About the Firm

NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions.

NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.

No recruiters for this search, please.

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.

Contract Duration: 12 mos

Hourly Pay : $22/hr

Fresh Graduates are encouraged to apply

Job Description:

Responsibilities:

Providing general office support, including but not limited to:

• Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning

• Managing travel & expenses, including making travel arrangements and processing expenses for team members

• Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones

• Coordinating and scheduling office events, including recruiting, internal events and external client events as needed.

• Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors

• Assisting the Wealth Management Team in servicing clients, with a focus on operational excellence and customer service

Qualifications

• Proficiency in Word, Excel, PowerPoint and Outlook required

• Bachelor's degree preferred but not required

• A minimum of 2 years of work experience in a professional corporate environment

• New graduates who have a desire to be in the financial services industry are also encouraged to apply

• Strong written and verbal communication skills

• Enjoys working in a team environment

• Polished communication skills

• Ability to multi-task and work in a fast-paced environment

• Business professional environment and attire

• Possess critical thinking skills and good judgment

• Chooses to always operate with integrity and transparency

Inside Sales Representative- Entry Level

Location- Chesterbrook, PA- Hybrid

Ready to launch your sales career in financial services?

JG Wentworth offers a highly awarded sales training program to excel in the Structured Settlement industry. We are looking for highly motivated, energetic individuals who want to learn. See why we have been named the IES Premier Sales Employer award winner from 2020 to 2024!

The Inside Sales Account Executive role will call on customers that J.G. Wentworth has identified through our multi-channel marketing platform to offer liquidity for their future payment streams. Ideal candidates will have a strong personality and sense of individuality, and a drive and determination to help others. People skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career.

Responsibilities

• Engage customers using warm leads from our existing database through various channels (phone, email, SMS, etc.)
• Build trust with empathy — listen to customers’ personal situations, understand their financial needs, and guide them through structured settlement options.
• Work and collaborate with members of cross-department teams to manage active, in-process business and provide exceptional, responsive customer service
• Negotiate, deliver, and follow through to completion on client transactions
• Responsible for achieving monthly KPIs set by management

Qualifications

We don’t require prior sales experience — just the hunger to win, the empathy to connect, and the work ethic to grow.

• Bachelor’s degree OR prior experience in sales, customer service, or related field
• Strong communication skills — persuasive, confident, and an active listener
• High energy, competitive, and motivated by results
• Ability to think critically, analyze risk, and problem-solve on the spot
• Team player who can also excel independently
• Detail-oriented and professional, with a passion for helping others

The skills mentioned above only describe the essential job functions and are not intended to be a complete list of all duties and responsibilities. All job functions must be performed in accordance with The J.G. Wentworth Company policies and procedures.

Inside Sales Representative Benefits:

• Full Medical/Vision/Dental Benefits
• 401K with Company Match
• Hybrid Schedule
• 15 Days PTO
• Paid Vacations & Holidays
• An Unmatched Company Culture
• On-Site Gym & Gym Membership Reimbursement
• Employee Referral Bonuses
• Public Transportation Discounts
• Dog-friendly Office
• Business Casual Dress Code

Start building your career with J.G. Wentworth today!

J.G. Wentworth is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. J.G. Wentworth makes hiring decisions based solely on qualifications, merit, and business needs at the time.