Top Finance Jobs in NYC, NY

Lead Consumer Banking strategy operations, manage annual planning, executive presentations, and cross-functional initiatives. Deliver competitive analysis, M&A support, financial and qualitative analyses, KPI tracking, and stakeholder engagement. Build and motivate a high-performing team to translate complex data into actionable strategy and business cases to drive growth and profitability.

Support senior bankers in originating and executing capital markets and strategic advisory transactions for Financial Institutions. Participate across the transaction lifecycle, build financial models and analyses, prepare pitch books, roadshows and memos, coordinate with product teams and clients, and supervise junior analysts.

Underwrite and manage specialty lending credit requests and portfolio reviews for Private Bank and Wealth Management clients. Evaluate loan structures, perform financial and covenant analysis, prepare credit proposals, ensure policy compliance, monitor portfolio risk, and support audits and remediation. Collaborate with sales, credit risk, and senior stakeholders while mentoring team members and maintaining strong client service.

Develop and manage personalized wealth management strategies for clients, grow relationships through prospecting and partner referrals, perform proactive outreach, and coordinate with internal specialists on investments, insurance, financial planning, and estate planning.

Perform moderately to highly complex internal appraisal reviews for 1-4 family residential properties to ensure compliance with USPAP, Fannie Mae, Freddie Mac, and HUD guidelines. Evaluate reported values, identify salability issues, communicate with appraisal vendors, and escalate inconsistencies. Meet daily and monthly goals while adhering to bank policies and regulatory requirements.

Develop and manage a personalized wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships via partner referrals and outreach, and leveraging internal specialists for investment management, insurance, estate planning, and other services to meet client goals.

Branch-based advisor who builds personalized wealth management plans, grows client relationships through referrals and outreach, partners with internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

Branch-based advisor delivering tailored wealth management strategies for individuals and families. Conduct client discovery, develop financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists for investments, insurance, and estate planning.

Lead CRA strategy and community development initiatives across assigned markets. Build partnerships with nonprofits, government, and internal business lines to generate CRA-qualified lending, investment, and service opportunities. Manage CRA reporting, exam documentation, market planning, and outreach programs to support affordable housing, workforce development, small business, and financial empowerment.

Lead and grow a regional team of ~20 Financial Advisors, develop sales and marketing strategies, ensure FINRA supervision/compliance, recruit and mentor advisors, manage budgets, and drive sales of investment and insurance products.