Banking and Financial Services Jobs in Saddle River New Jersey
3 positions found
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.
Remote working/work at home options are available for this role.
Salary: $180,000
- $220,000 per year A bit about us: As an auto group with 10+ dealerships across the New York market and over 1000 employees, we have been providing top service and top brands to our customer base for the last 20 years.
Experiencing consistent and continued growth, we provide an environment of advancement for our employees.
Are you a Director of Finance / Controller level individual with CDK DMS experience from an Auto Group? If so, please continue to read as this role may be the one for you! Why join us? Established growth company 20+ years in business $250M+ in revenue Growth opportunity Benefits: Medical, Dental, Vision insurance 401(k) PTO, Sick Pay, Holiday pay Bonus eligibility Job Details Job Details: Our organization is seeking a seasoned professional to join our team as a Director of Finance.
This role is crucial to our company as it is responsible for overseeing all corporate finance aspects of our auto group.
We are looking for a strategic thinker with strong leadership skills who can develop and implement financial strategies to drive our business forward.
The ideal candidate for this role is someone with a strong background in public accounting, dealership group, and a minimum of 5 years of experience in a similar role.
Responsibilities: 1.
Overseeing all financial operations including budgeting, financial forecasting, and negotiations.
2.
Developing and implementing financial strategies in alignment with the company's goals.
3.
Ensuring compliance with financial laws and guidelines.
4.
Supervising and managing the finance team to ensure smooth financial operations.
5.
Collaborating with the executive team to make decisions on investment and financial strategies.
6.
Monitoring and managing financial risk.
7.
Preparing detailed reports on financial performance on a regular basis.
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Coordinating with external auditors and manage internal controls.
9.
Identifying and implementing strategies to improve financial health and profitability.
Required Qualifications: Bachelors degree Auto group / dealership group accounting experience 3+ years financial management experience CDK Dealer Management System experience Reporting optimization Entity level and brand level analysis Enterprise level financial story telling expertise Preferred Qualifications: Public Accounting Experience Masters Degree / MBA CPA Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture.
We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function.
This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients.
Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives.
Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience.
Our team shares the same mindset as our clients - curious, original, and driven to build what doesnβt yet exist.
We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience.
Lumida is launching the Lumida Invest SuperApp β a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience.
Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more.
Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary.
As Trust & Estate Planning Lead, you will serve as the firmβs authority on complex planning strategy.
You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows.
This role sits at the intersection of client strategy, technical expertise, and firm-level leadership.
You will:
- Lead advanced estate and trust design for UHNW families
- Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification
- Evaluate and integrate PPLI and insurance-based structures where appropriate
- Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists
- Join client and Sales meetings as the firmβs technical authority
- Translate complex structures into clear strategic direction for clients
- Build repeatable planning workflows and internal frameworks
- Elevate and scale Lumidaβs client planning function as AUM expands
This is both a client-facing and infrastructure-building role.
- 5+ years advising UHNW clients in advanced planning environments
- Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer
- Experience working alongside private investments, alternatives, and concentrated equity positions
- CFP preferred
- Series 65 or ability to obtain
- Strong fluency in fiduciary standards and RIA compliance
Most importantly:
You think like an architect, not a service associate.
You are comfortable operating inside ambiguity and building systems from scratch.
You want ownership, not a narrow lane.
Lumida is scaling rapidly.
As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to:
- Increasing wallet share among UHNW clients
- Strengthening multi-generational relationships
- Deepening integration between investment strategy and planning
- Elevating Lumidaβs competitive positioning against multi-family offices
You will have a real seat at the table and direct influence over how planning evolves inside the firm.
- Institutional-grade access across public and private markets
- A fiduciary platform integrating investments and advanced planning
- The opportunity to build and lead a core function
- Direct exposure to founders, entrepreneurs, and sophisticated families
- Competitive compensation with long-term growth alignment
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If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.
