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486 financial wellness associate jobs found

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KeyBank
Financial Wellness Associate
KeyBank Sodus, NY, USA
Location: 26 West Main St - Sodus, New York 14551 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Feb 15, 2026
KeyBank
Financial Wellness Associate
KeyBank Catskill, NY, USA
Location: 245 West Bridge Street - Catskill, New York 12414 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Feb 15, 2026
KeyBank
Financial Wellness Associate
KeyBank Albany, NY, USA
Location: 388 Feura Bush Road - Glenmont, New York 12077 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Feb 10, 2026
KeyBank
Financial Wellness Associate
KeyBank Whitesboro, NY, USA
Location: 131 Oriskany Blvd - Whitestown, New York 13492 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Feb 07, 2026
KeyBank
Full time
 
Financial Wellness Associate
KeyBank NY, USA
Location: 131 Oriskany Blvd - Whitestown, New York 13492 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Feb 07, 2026
Lensa
Full time
 
Associate Director, IT Project Management
Lensa New York, NY, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Humana. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Become a part of our caring community and help us put health first The Associate Director, IT PMO is accountable for the overall effectiveness, maturity, and delivery outcomes of the Cybersecurity segment in the IT Project Management Office. This role provides strategic leadership for program and project delivery, leads PMO managers and senior practitioners, and supports establishing the operating model, standards, and rhythms that enable predictable, high‑quality execution of...

Mar 07, 2026
TIAA
Managing Director, Tech Lead & Senior Staff Engineer, Brooklyn Investment Group
TIAA New York, NY, USA
Key Responsibilities and Duties Own the technical architecture and evolution of our FastAPI and RabbitMQ based backend services, making design decisions that balance speed of delivery with long-term maintainability across portfolio rebalancing, trade management, and advisor workflow systems Drive the design of APIs and data contracts consumed by both our internal Vue/Nuxt advisor portal and external integrations, ensuring they are reliable, well-documented, and built for scale Lead the integration strategy across our data layer - PostgreSQL databases, MongoDB/DocumentDB, real-time market data feeds, and custodial data services - identifying and resolving performance bottlenecks and reliability gaps Architect and improve our AWS infrastructure (CDK, ECS Fargate, serverless components) with a focus on operational excellence, cost efficiency, and deployment confidence Establish and enforce engineering standards for testing, observability, incident...

Mar 07, 2026
TIAA
Director, Client Health Management, Operations & Strategic Intelligence
TIAA New York, NY, USA
Data & Analytics The Data and Analytics job approves and audits complex analytics and statistical modeling on large data sets to identify current market sector trends and customer patterns. This job directs the examination and identification of data patterns and trends that help answer business questions and improve decision-making. As a recognized master in data analytics, this job oversees the collection of data sources, as well as the analysis and extraction of key data and information, ensuring that the data quality meets the organization's information system needs and requirements. Key Responsibilities and Duties Approves and audits mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives. Analyzes and reviews complex trends in modeling to inform other lines of business, such as product development and marketing. Develops and inspects data mining models,...

Mar 07, 2026
IC
ADMINISTRATIVE OPERATIONS COORDINATOR
Ithaca College Ithaca, NY, USA
Job Summary: The individual in this role helps plan and implement Ithaca College's Fall and Spring Orientation programs, Family Weekend, and other first-year and transfer student programs while serving as a resource for students, families, staff, faculty, and external constituencies. This involves contributing to the onboarding process and overseeing the office's social media accounts. They are also responsible for general office procedures such as updating the department website, maintaining staff calendars, purchasing supplies, and budget maintenance. The Administrative Operations Coordinator also supports the hiring process and delegation of tasks to the office student staff. This position is a blend of event planning, customer service, student development, and operational leadership that directly impacts the new student experience. This position reports to the Associate Director of New Student & Transition Programs (NSTP), a department within the College's Student...

Mar 07, 2026
Ch
Full time
 
Senior Associate, Business Compliance
Chime New York, NY, USA
About The Role We’re hiring a Senior Associate, Business Compliance to join our Marketing Compliance team to help ensure Chime’s products, services, and brand are marketed in a way that’s clear, compliant, and member-first. In this role, you’ll review and advise on end-to-end marketing and advertising initiatives, partnering closely with Marketing, Product, Legal, and our issuing bank partners to bring campaigns to life responsibly. You’ll stay ahead of the evolving regulatory landscape and translate complex requirements into practical guidance that enables the business to move quickly and confidently. The base salary offered for this role and level of experience will begin at $101,000.00 and up to $140,000.00. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience. In this role, you can expect to Review and advise on...

Mar 07, 2026
Humana
Senior Journey Builder - SFMC & AJO
Humana Albany, NY, USA
Become a part of our caring community and help us put health first Become a part of our caring community and help us put health first As a Senior Journey Builder - SFMC and AJO, you will play a hands-on role in translating strategy into real-time journeys using Adobe Experience Platform (AEP) and Adobe Journey Optimizer (AJO). This role can be performed remotely from anywhere in the U.S. You will lead all phases of the product lifecycle-from ideation to launch-by developing and optimizing Next Best Action (NBA) journeys that meet member needs and deliver measurable business outcomes. Post-launch, you will monitor performance, gather feedback, and iterate to ensure journeys remain effective and relevant across customer segments. Role Responsibilities Configure, test, deploy, and iterate personalized journeys/campaigns in Salesforce Marketing Cloud or Adobe Journey Optimizer. Collaborate with data analytics teams to build, refine, and validate audience segments...

Mar 07, 2026
Os
Full time
 
Senior Accountant, Statutory and Legal Entity Reporting
Oscar New York, NY, USA
Hi, we're Oscar. We're hiring a Senior Accountant, Statutory and Legal Entity Reporting to join our Finance Ops & Accounting. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About The Role The Associate, Financial Reporting is responsible for execution of statutory legal entity reports. This includes the preparation of statutory financial exhibits and footnotes, analytics, audited financial statements and supplemental filings. You will report into the Associate Director, Financial Reporting. Work Location: This position is based in our New York City office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are...

Mar 07, 2026
Humana
Lead Technology Leadership Professional
Humana Albany, NY, USA
Become a part of our caring community and help us put health first The Lead Technology Leadership Professional will serve as a senior execution partner in Humana's enterprise-wide initiative to streamline provider workflows and elevate provider experience. This individual will focus on driving tactical delivery, coordinating cross-functional workstreams, and supporting strategic pilots and vendor engagements across provider onboarding, contracting, credentialing, and servicing processes. The Lead Technology Leadership Professional collaborates with the business and technical stakeholders to identify and deliver on provider simplification goals and milestones. Supports product evaluation and qualification on leading edge technology components. Support automation and digital enablement initiatives that reduce friction and improve provider satisfaction. Facilitate communication and alignment across stakeholders. Contribute to change management and communication planning to...

Mar 07, 2026
Lensa
Full time
 
REGIONAL MARKETING DIRECTOR- Travel to accounts NYC Upstate- New York
Lensa New York, NY, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Compass Group, North America. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Salary: $115,000-$120,000 Other Forms of Compensation: bonus potential At over 300 college & universities around the country, Chartwells Higher Education is re-inventing the on-campus dining experience. We are challenging the norm and setting new standards by investing in high-tech, food-infused social spaces that bring people together to promote meaningful relationships and interactions. We are food-forward difference makers, bound together by a...

Mar 07, 2026
Lensa
Full time
 
Complex Executive Chef
Lensa NY, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Compass Group, North America. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Restaurant Associates Position Title: Complex Executive Chef Salary: $95,000 - $115,000 Other Forms of Compensation: Bonus Plan Become part of Restaurant Associates, the industry's leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards - Best Places to Work, This is R/A ! Job Summary As the Complex Executive Chef at the...

Mar 07, 2026
Jv
Full time
 
Sales Development Representative
Jobs via eFinancialCareers New York, NY, USA
About The Role Grade Level (for internal use): 09 About the Role:  Sales Development Representative (SDR) The Sales Development Representative (SDR) is a critical entry point into our commercial organization and a core component of our centralized Revenue Associate Program. Positioned at the forefront of client engagement and pipeline generation, this role blends hands-on sales experience with structured development, preparing individuals to progress into quota-bearing Sales Specialist roles. SDRs play a critical role in identifying new revenue opportunities, conducting outreach and partnering with Sales Specialists to drive upsell and cross-sell motions. Through proactive outreach, data-driven research, and strategic campaign execution, you will directly contribute to accelerating pipeline growth and expanding client relationships. This role is ideal for candidates who are ambitious, analytically minded, and looking to fast-track their career in sales within a...

Mar 06, 2026
DO
Contract
 
Assistant Director of Contracts and Special Projects
DEPT OF HEALTHMENTAL HYGIENE New York, NY, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for City of New York. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Job Description The Bureau of Alcohol and Drug Use (BADU) works to close gaps and reduce overall morbidity and mortality related to alcohol and substance use among New Yorkers. BADUPCT develops, implements, and evaluates interventions and prevention strategies through contracting of treatment, recovery and support services; policy analysis and development; epidemiology and surveillance; dissemination of treatment and management guidelines; harm reduction initiatives;...

Mar 06, 2026
Deutsche Bank
Full time
 
Investment Banking & Capital Markets (IBCM) – Transaction Coordination Group – Client Management Team
Deutsche Bank New York, NY, USA
Position Overview Job Title Investment Banking & Capital Markets (IBCM) – Transaction Coordination Group – Client Management Team Corporate Title Analyst/Associate Location New York, NY Overview As part of the Transaction Coordination Group (TCG), you will support our Investment Banking & Capital Markets (IBCM) business by providing support to our client portfolio across the various sub-businesses. In this role, you’ll be responsible for ensuring IBCM clients maintain active and compliant status through the lifecycle of the relationship, as well as coordinating the KYC onboarding process for new clients. This includes working closely with IBCM Coverage and Product teams, external clients, the client onboarding team (CLM), anti-financial crime (AFC) team, non-financial risk team (NFR), and various operations and risk management teams. This is a great opportunity to build relationships, expand your skillset and learn many of the different business areas within...

Mar 06, 2026
DO
Regional Supervisor
DEPT OF HEALTHMENTAL HYGIENE New York, NY, USA
Job Description ONLY PERMANENT EMPLOYEES IN THE TITLE AND THOSE THAT ARE REACHABLE ON THE SUPERVISING PUBLIC HEALTH ADVISER CIVIL SERVICE LIST ARE ELIGIBLE TO APPLY. Division/Program Summary: The Office of School Health (OSH) is a joint initiative of the New York City Department of Education (DOE) and the Department of Health and Mental Hygiene (DOHMH), dedicated to safeguarding the health and well-being of over 1.3 million students enrolled in approximately 1,800 public and non-public schools citywide. For more than 100 years, OSH has delivered essential public health services, including chronic disease case management, preventive health screenings, urgent care, medication administration, health education, counseling, referrals, oral health, and vision services. The OSH Vision Program serves a critical public health function by identifying and supporting students at risk for amblyopia, myopia, astigmatism, and hyperopia. In partnership with external donors such as Warby...

Feb 23, 2026
DO
Case Navigator, Vital Statistics / Vital Records
DEPT OF HEALTHMENTAL HYGIENE New York, NY, USA
Job Description Division/Program Summary Description: The Bureau of Vital Statistics (BVS) registers and certifies all births, deaths, and terminations of pregnancy in New York City, reporting on more than 285,000 vital events annually. The Bureau also manages a large-scale customer service operation, including 24/7 death certification services, issuance of over 900,000 certified copies of vital records, and fulfillment of hundreds of data requests each year. Position Summary: The Community Associate will function as a Case Navigator in the BVS Registration Unit (Burial Desk) and serve as a primary point of contact for families, funeral directors, and partner agencies seeking assistance with birth and death registration, burial permits, and related vital records services. The position provides frontline navigation, guidance, and follow-up for time-sensitive and often complex birth and death registration matters, ensuring cases are processed accurately, efficiently, and in...

Feb 23, 2026
Humana
Associate Director, Account Executive
Humana Albany, NY, USA
Become a part of our caring community and help us put health first With over 10 million sales interactions annually, Humana understands that while great products are important, it's the quality of our service that truly defines us. We know that when our members and prospects have delightful and memorable experiences, it strengthens their connection with us and enables us to put their Health First. After all, a health services company that has multiple ways to improve the lives of its customers is uniquely positioned to put those customers at the center of everything it does. Humana's MarketPoint organization is seeking an Associate Director, Account Executives to lead the Account Executive Team. As the Associate Director, you will define the sales product strategy for single or multiple lines of business targeting specific markets and/or business segments. This role requires a solid understanding of how organizational capabilities interrelate across department(s). Key...

Feb 23, 2026
Eurest USA
DIETITIAN
Eurest USA Albany, NY, USA
Morrison Healthcare Take the next step in your career with Morrison Healthcare as a Inpatient RD in Albany, NY. Location: Morrison Healthcare at St. Peter Hospital Setting: 400+bed acute care Schedule: M-F rotating weekend on call Requirement: Registered with the Commission on Dietetic Registration or eligible We go the extra mile for our Dietitians with benefits designed to support education, career growth, and professional success! Special perks include: Education Reimbursement - Financial support for advanced learning- Career Advancement - Growth programs tailored to RDNs- Board Certifications - financial rewards for obtaining specialty certifications Relocation Assistance - Support when moving 50+ miles (based on location) Professional Membership Dues, CDR, & Licensure - We cover your professional fees Free CEUs - Through our nutrition education webinar series Morrison Healthcare , a Compass Healthcare...

Feb 23, 2026
DO
Assistant Director of Contracts and Special Projects
DEPT OF HEALTHMENTAL HYGIENE New York, NY, USA
Job Description The Bureau of Alcohol and Drug Use (BADU) works to close gaps and reduce overall morbidity and mortality related to alcohol and substance use among New Yorkers. BADUPCT develops, implements, and evaluates interventions and prevention strategies through contracting of treatment, recovery and support services; policy analysis and development; epidemiology and surveillance; dissemination of treatment and management guidelines; harm reduction initiatives; public and provider outreach and education; and community involvement and interagency collaboration. The Bureau amplifies the voices of those most impacted and focuses on inequitable structural, social, service, and communication factors that drive disparities. Duties will include but not be limited to: Supervise the HRU Operations team of five including the Contract Manager, Contract Coordinator, Special Projects Coordinator, Data Manager and Data Associate, effectively overseeing the development of processes...

Feb 23, 2026
Eurest USA
Facilities Manager
Eurest USA NY, USA
Restaurant Associates Position Title: Facilities Manager Delta One JFK Pay Grade: 12 Reports To: Salary: $73,000-$75,000 Other Forms of Compensation: Become part of Restaurant Associates, the industry's leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards - Best Places to Work, This is R/A (https://www.youtube.com/watch?v=jT8il4kct-A) ! This position is eligible for an Employee Referral Bonus! If you know someone that is qualified for this role, please use the 'job search' in PeopleHub to refer your referral and email them a link to apply. Your referral will be able to apply by clicking the link in the email. You can check the status through your profile, accessible via Careers in PeopleHub, by clicking on 'referral tracking.' For Employee Referral guidelines, FAQs and the Compass Employee Referral Policy, email...

Feb 23, 2026
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