Banking and Financial Services Jobs in Wayne New Jersey

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.

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 doesn’t 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 — 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 firm’s 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 firm’s technical authority

• Translate complex structures into clear strategic direction for clients

• Build repeatable planning workflows and internal frameworks

• Elevate and scale Lumida’s 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 Lumida’s 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



If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.

Ardent Health is a leading provider of healthcare in communities across the country. With a focus on consumer-friendly processes and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. We are driven by our purpose of caring for people: our patients, our communities and one another.

Located in Brentwood, Tennessee, Ardent has earned a reputation as one of the industry’s strongest and most innovative healthcare systems. Our facilities and clinics are consistently recognized among healthcare’s best employers. We recognize each hospital and clinic is as unique as the community it serves. We strive to maintain strong community ties through advisory boards, contributions, charitable care, education and outreach.

Ardent includes:

• 30 hospitals
• 280 sites of care
• 4,281 beds
• 24,000+ team members
• 8,200+ nurses
• 1,800+ aligned providers
• 5.8M annual provider encounters
• 421 medical residents

Ardent makes considerable investments in people, technology, facilities, and communities, producing high quality care and extraordinary results. From newly constructed facilities and expanded services, to lifesaving technology and outstanding opportunities for employees, Ardent is committed to providing its hospitals and clinics the tools needed to succeed.

We believe it is this mix of corporate support and local autonomy that equips our teams for success.

Hackensack Meridian Mountainside Medical Center:

We have an exciting opportunity to join our leadership team at Hackensack Meridian Mountainside Medical Center as a Chief Financial Officer.

POSITION SUMMARY:

The Chief Financial Officer (CFO) is responsible for the overall financial administration for the facility. Additional areas of responsibility may include: general accounting, data processing, materials management, information systems, and financial reporting. This position ensures that the internal controls are adequate to safeguard the assets of each entity and that the accounting systems are sufficient to generate accurate and timely financial reporting.

• Help create and implement initiatives in order to build and grow the facility.
• Help analyze and see ideas from a financial mindset in order to help ensure the success of future endeavors.
• Consult the Division CFO and Corporate office personnel concerning the facility’s financial affairs, financial goals, and objectives.
• Develop the operating policies and procedures.
• Ensure the accurate review of product line analysis, and consult with the facility CEO and Division CFO.
• Prepare financial and management reports and prepare and administer the facility’s annual operation and capital budget.
• Partner with facility CEO and other executive team members on preparing the annual facility business plan.
• Plan and coordinate functions and activities of assigned departments. Responsibilities include evaluating performance and initiating or recommending personnel actions and maintaining good employee relations with department staff.
• Ongoing monitoring of expense structure to identify opportunities for efficiencies and cost reduction.
• Actively participate in Board of Trustees, Medical Staff and community meetings.
• Direct preparation of projections to inform facility and Division leadership of anticipated performance in future periods.
• Review and maintain a healthy revenue cycle to ensure consistent cash flow.
• Work with the market and joint venture partner on managed care negotiations to maximize payer contracts.

Education & Experience:

• Bachelor’s Degree in accounting/finance or related field required. Master's Degree from an accredited college or university in Hospital Administration or Business Administration preferred.
• Previous experience as a hospital CFO.
• Experience in an integrated health delivery system, strongly preferred.
• CPA certification, preferred.

Knowledge, Skills & Abilities:

• Current knowledge of JCAHO, OSHA, state and federal regulatory standards.
• Excellent leadership and interpersonal skills to effectively communicate ideas, problems, instructions (written and oral) with corporate management staff, facility management staff and employees.
• Ability to analyze situations, evaluate data, recommend, and implement courses of action that would improve the functioning of the company.
• Ability to interpret, adapt, and apply guidelines, policies and procedures.
• Ability to use sound judgment in decision making and react calmly and effectively in an emergency situation.
• Knowledge of strategic planning and short and long-range goal implementation.

Learn more about the benefits offered for this postition.

Salary Minimum: $236,731.00

Rate of pay is determined based on experience and education and may include other pay components such as differentials and call pay based on role.