Banking and Financial Services Jobs in Tarrytown, NY
6 positions found
Join the team leading the next evolution of virtual care.
At Teladoc Health, you are empowered to bring your true self to work while helping millions of people live their healthiest lives.
Here you will be part of a high-performance culture where colleagues embrace challenges, drive transformative solutions, and create opportunities for growth. Together, we're transforming how better health happens.
Summary of Position
The Manager, Broker Sales, drives Teladoc Health sales by establishing, developing, and maintaining relationships with regional healthcare consultants and brokers.
Essential Duties and Responsibilities
- Establish, contract, train, and support broker partners.
- Develop new broker relationships and meet/exceed sales targets.
- Manage proposals, contracts, and broker communications.
- Evaluate broker activity and identify opportunities for joint marketing and prospecting.
- Utilize Salesforce, ClearSlide, PowerPoint, MS Teams and other tools to manage the sales cycle.
- Educate brokers on virtual care solutions through webinars and presentations.
- Support renewals and attend industry events, health fairs, and speaking engagements as needed.
- Travel: 25-50%. Work location: CO, KS, MO, & UT.
The time spent on each responsibility reflects an estimate and is subject to change dependent on business needs.
Supervisory Responsibilities
No
Required Qualifications
- Minimum of 2 years' sales experience, not necessarily in the healthcare industry.
- Knowledge of employer benefits, healthcare and broker market.
- Exceptional communication and presentation skills.
- Proficiency with Microsoft Office and Salesforce.
- Experience with creating and delivering presentations, ideally using different virtual technologies.
Preferred Qualifications
- Prefer four-year degree.
- Live in the territory (CO, KS, MO, & UT).
- Adaptable to fast-paced, evolving environments.
- Understand medical insurance terminology.
The base salary range for this position is$70,000 - $80,000. In addition to a base salary, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here: Teladoc Health Benefits 2026.Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications.This information is applicable for all full-time positions.
About Us
Teladoc Health is the global virtual care leader, offering the only comprehensive virtual care solution spanning telehealth, expert medical, and licensed platform services. Teladoc Health serves the world's leading insurers, employers, and health systems and helps millions of people around the world resolve their healthcare needs with confidence.
We follow a Flexible Vacation Policy, intended for rest, relaxation, and personal time. All time off must be approved by your manager prior to use. You will also receive 80 hours of Paid Sick, Safe, and Caregiver Leave annually. This applies to full-time positions only. If you are applying for a part-time role, your recruiter can provide additional details.
As part of our hiring process, we verify identity and credentials, conduct interviews (live or video), and screen for fraud or misrepresentation. Applicants who falsify information will be disqualified.
Teladoc Health will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Why join Teladoc Health?
Teladoc Health is transforming how better health happens. Learn how when you join us in pursuit of our impactful mission.
Chart your career path with meaningful opportunities that empower you to grow, lead, and make a difference.
Join a multi-faceted community that celebrates each colleague's unique perspective and is focused on continually improving, each and every day.
Contribute to an innovative culture where fresh ideas are valued as we increase access to care in new ways.
Enjoy an inclusive benefits program centered around you and your family, with tailored programs that address your unique needs.
Explore candidate resources with tips and tricks from Teladoc Health recruiters and learn more about our company culture by exploring #TeamTeladocHealth on LinkedIn.
As an Equal Opportunity Employer, we never have and never will discriminate against any job candidate or employee due to age, race, religion, color, ethnicity, national origin, gender, gender identity/expression, sexual orientation, membership in an employee organization, medical condition, family history, genetic information, veteran status, marital status, parental status, or pregnancy). In our innovative and inclusive workplace, we prohibit discrimination and harassment of any kind.
Teladoc Health respects your privacy and is committed to maintaining the confidentiality and security of your personal information. In furtherance of your employment relationship with Teladoc Health, we collect personal information responsibly and in accordance with applicable data privacy laws, including but not limited to, the California Consumer Privacy Act (CCPA). Personal information is defined as: Any information or set of information relating to you, including (a) all information that identifies you or could reasonably be used to identify you, and (b) all information that any applicable law treats as personal information. Teladoc Health's Notice of Privacy Practices for U.S. Employees' Personal information is available at this link.
Insurance Management Associate
New York City, Remote
Salary to $160K plus benefits
Our client is an insurance firm, who are now expanding their offices and now searching for an experienced risk management professional, who could have an interest to work for an insurance risk management firm to assist in driving the growth of the business.
Duties Include:
- Monitor investigations, reviewing insurance policies, analysis of statistical data related to providing all aspects of compliance or risk management for commercial lines, marketing, underwriting, audits, new coverage initiatives, underwriting issues, broker liaison, improving internal policies and procedures as well as presenting to smaller groups of professionals
- Manage national clients related to property and casualty and liaising with brokers
- Manage risk management process from start to finish
- Troubleshoot all settlements, fraud, subrogation, liens and resolutions related risk
- Assist with implementation of new policies and procedures for clients
- Work under little supervision
- Manage target budgets and minimizing risk of financial loss to the company.
Candidate Should Possess:
- At least 8 years+ of property and casualty insurance sector, working for a broker, consulting or law firm
- CPCU or ARM certification is helpful
- Strong written and verbal skills with above average computer skills
- Experienced in contract reviews/revisions and negotiating with brokers
- Comfortable to work in a smaller team-oriented environment
- Strong adherence to new policies and procedures directed by senior management.
This is a great opportunity for an insurance professional, looking for a quality of work/life balance, working with a great group of professionals. The company likes to promote from within and there is extensive ongoing training and career progression. Should you feel you meet the above criteria, please send a detailed cover letter (stating current salary and salary expectations) to:
Paul Feeney
Managing Director
Sanford Rose Associates – Wayne
Remote working/work at home options are available for this role.
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.
Our client, a prominent general practice law firm, is seeking a Professional Liability Partner to join their Long Island team. The ideal candidate will have 10+ years of professional liability defense experience. Legal malpractice defense is preferred but not required. This position will include representation of various industries.
This position can be hybrid remote. Portables are welcome but not required.
Competitive base salary 175k to 250k+, bonus and benefits.
Resumes may be sent to for review.
Remote working/work at home options are available for this role.
Salary: $200,000
- $220,000 per year A bit about us: Family office with major positions in 10+ entities across multiple industries, a large portfolio of additional investment positions, and a substantial charitable fund is seeking an VP of Finance to provide top level standardization and data analysis + presentation to ownership to help drive business decisions with existing and potential opportunities.
Are you a Director / VP of Finance with portfolio level financial responsibility open to an on site role in Rockland County, NY? If so, please continue to read as this role may be the one for you! Why join us? Family office Large charitable contributions Enterprise level financial leader Comprehensive benefits package In office role aligning with executive on site schedule Job Details Position Summary The VP of Family Office Finance is the senior-most finance professional within the family office, responsible for overseeing all financial operations, reporting, and entity management across a portfolio of investments, including real estate and operating companies.
While operating companies maintain their own internal finance teams, this role ensures top-level oversight, strategic alignment, and financial integrity across all family-controlled entities.
A key component of this role is leveraging AppFolio Investment Management or a similar platform to centralize data, streamline reporting, and maintain transparency across the portfolio.
The role is based in the Rockland County area.
Key Responsibilities Investment Oversight & Reporting Maintain centralized oversight of all family investments, including real estate and operating companies.
Track capital contributions, distributions, ownership percentages, and performance metrics.
Build and maintain dashboards and reporting tools using AppFolio Investment Management.
Prepare quarterly and annual investment summaries for family stakeholders.
Develop and deliver ad hoc executive summaries for family stakeholders as needed.
Ensure reporting is timely, accurate, and tailored to decision-making needs.
Banking & Treasury Management Manage banking relationships for all family-controlled entities.
Oversee execution of capital calls, distributions, and wire transfers with speed and precision.
Monitor cash positions and liquidity across entities and recommend capital movements as needed.
Accounting & Entity Management Oversee accounting and bookkeeping for real estate and investment entities.
Coordinate with external accountants for tax filings, K-1s, and audit support.
Maintain entity records, ownership structures, and compliance documentation.
Ensure accurate intercompany accounting and reconciliation across entities.
Operating Company Interface Serve as the liaison between the family office and finance teams at operating companies.
Review high-level financials, monitor performance, and ensure alignment with family office reporting standards.
Support strategic financial decisions, including recapitalizations, exits, and reinvestments.
Technology & Systems Own the implementation, optimization, and ongoing use of AppFolio Investment Management.
Ensure data integrity, timely updates, and effective use of the platform for reporting and analysis.
Integrate AppFolio with other systems or tools as needed to support broader financial visibility.
Qualifications 10+ years of experience in finance, accounting, or investment operations, ideally within a family office, private equity, or real estate investment environment.
Deep understanding of LP structures, entity-level accounting, and investment reporting.
Strong command of AppFolio Investment Management or similar platforms.
CPA or CFA preferred but not required.
High integrity, discretion, and responsiveness in handling sensitive financial matters.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
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.
8.
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.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
