Jobs in United States, Stamford
EY FSO Audit - Wealth Asset Management Manager Stamford United States, Connecticut, Stamford
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This is an area that has seen substantial investment, focused on technology, knowledge and development for assurance professionals. You’ll see that reflected in your career, with plenty of opportunities to take on new responsibilities. That could mean developing a deep professional knowledge base in one area or diversifying to audit in other markets such as wealth and asset management, banking, private equity and capital markets.
Skills and attributes for success
- Leading fieldwork, managing performance and keeping engagement leaders updated on audit engagements
- Completing audit processes and documenting higher-risk areas to increase your technical and business skills
- Engaging clients and providing authoritative advice and professionalism throughout transactions
- Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
- Understanding our clients’ unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
To qualify for the role you must have
- A bachelor’s degree in an accounting, finance or business discipline, supported by 5 to 8 years’ work experience as an auditor in a public accounting firm
- US CPA licensure in your work state
- Working knowledge of US GAAP
- Proven project management skills
- Excellent communication and negotiation skills and a collaborative approach to management
- The flexibility to constantly learn and adapt in a fast-paced environment
- The ability and willingness to travel and work in excess of standard hours when necessary
- Access to reliable transportation to/from the EY office and client sites. A driver’s license is strongly recommended as ride share and public transportation options may not be available in all locations
Ideally you’ll have
- Knowledge of current market issues in the Wealth and Asset Management sector in the US
What we look for
We’re interested in leaders who are creative and agile thinkers, with a genuine interest in improving our audit capabilities. You’ll also need to be a capable communicator both in the boardroom and across your team. If you have the technical and personal skills to understand our clients and provide excellent services every time, this role is for you.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $98,200 to $180,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $117,900 to $204,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
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EY Audit Advisor - Assurance Services United States, Connecticut, Stamford
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Audit Advisor, Assurance (Audit Services) (Manager) (Multiple Positions) (1643356), Ernst & Young U.S. LLP, Stamford, CT.
Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.
MINIMUM REQUIREMENTS:
Must have a Bachelor’s degree in Accounting, Economics, Finance or a related field and 5 years of progressive, post-baccalaureate financial accounting/audit work experience.
Alternatively, will accept a Master’s degree in Accounting, Economics, Finance or related field and 4 years of financial accounting/audit work experience.
Must have 2 years of experience supervising the planning and execution on audits of internal controls over financial reporting in accordance with U.S. GAAS and U.S. GAAP.
Must have 2 years of experience supervising the planning, execution, reporting on audits of financial statements prepared in accordance with U.S. GAAS and U.S. GAAP.
Must have 2 years of experience supervising audit teams consisting of two or more staff members.
Must have 2 years of audit experience, including SOX (ICFR), with a public accounting firm that is registered with PCAOB.
Must have 2 years of experience with audits of management review controls and testing of information produced by the entity.
Must have 1 year of experience in the use of audit documentation software.
Must have active US CPA certification; or foreign certificate in accountancy and sufficient coursework/experience requirements as determined by the work location state Board of Accountancy to obtain US CPA certification.
Requires domestic travel up to 30% in order to serve client needs.
Employer will accept any suitable combination of education, training, or experience.
What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on yourperformance and recognized for the value you bring to the business. The base salary for this job is $163,855.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".
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JPMorgan Relationship Banker - Stamford Prospect St CT United States, Connecticut, Stamford
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Job responsibilities
- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable experiences for our clients – elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings.
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
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Wells Fargo Branch Operations Coordinator Southern United States, Connecticut, Stamford
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In this role you will:
- Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Support the Branch manager in operational tasks and scheduling
- Resolve issues related to daily operations of the teller line, under direction of regional banking management
- Support customers and employees in resolving or escalating concerns or complaints
- Receive guidance from managers and exercise judgment within defined policies and procedures
- Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
- Identify information and services to meet customers financial needs
- Motivate a diverse team to achieve full potential and meet established business objectives
Required Qualifications:
- 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Ability to provide strong customer service while listening, eliciting information and comprehending customer issues
- Ability to educate and connect customers to technology and share the value of mobile banking options
- Ability to interact with integrity and professionalism with customers and employees
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Cash handling experience
- Well-organized, independent and able to prioritize in a fast-paced environment
- Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
- Knowledge and understanding of retail compliance controls, risk management, and loss prevention
- Motivate others to achieve full potential and meet established business objectives
Job Expectations:
- Ability to work a schedule that may include most Saturdays
- This position is not eligible for Visa sponsorship
- Stamford Ridgeway-
60 6TH ST STAMFORDCT 06905
- Greenwich Commons-
137 WEST PUTNAM AVEGREENWICHCT06830
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
JPMorgan Relationship Banker - Stamford Newfield Avenue CT United States, Connecticut, Stamford
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Job responsibilities
- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable experiences for our clients – elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings.
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
These jobs might be a good fit
Wells Fargo Teller Part Time Stamford High Ridge Branch United States, Connecticut, Stamford
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In this role you will:
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Receive direction from managers and exercises judgment within defined policies and procedures
- Escalate questions and issues to more experienced roles
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
- Identify information and services to meet customers financial needs
Required Qualifications:
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Customer service focus with experience handling complex transactions across multiple systems
- Ability to educate and connect customers to technology and share the value of mobile banking options
- Ability to interact with integrity and professionalism with customers and team members
- Experience working with others on a team to meet customer needs
- Cash handling experience
- Ability to follow policies, procedures, and regulations
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Well-organized, independent and able to prioritize in a fast-paced environment
- Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
- Ability to work a schedule that may include most Saturdays
- This position is not eligible for Visa sponsorship
- Stamford High Ridge-
1211 HIGH RIDGE RDSTAMFORDCT06905
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
US Bank PWM Private Wealth Advisor Job Id 2025-0013412 United States, Stamford
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- Bachelor's degree, or equivalent work experience
- 10 or more years of experience in high and ultra-high net worth client wealth management activities
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
These jobs might be a good fit
Share
This is an area that has seen substantial investment, focused on technology, knowledge and development for assurance professionals. You’ll see that reflected in your career, with plenty of opportunities to take on new responsibilities. That could mean developing a deep professional knowledge base in one area or diversifying to audit in other markets such as wealth and asset management, banking, private equity and capital markets.
Skills and attributes for success
- Leading fieldwork, managing performance and keeping engagement leaders updated on audit engagements
- Completing audit processes and documenting higher-risk areas to increase your technical and business skills
- Engaging clients and providing authoritative advice and professionalism throughout transactions
- Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
- Understanding our clients’ unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
To qualify for the role you must have
- A bachelor’s degree in an accounting, finance or business discipline, supported by 5 to 8 years’ work experience as an auditor in a public accounting firm
- US CPA licensure in your work state
- Working knowledge of US GAAP
- Proven project management skills
- Excellent communication and negotiation skills and a collaborative approach to management
- The flexibility to constantly learn and adapt in a fast-paced environment
- The ability and willingness to travel and work in excess of standard hours when necessary
- Access to reliable transportation to/from the EY office and client sites. A driver’s license is strongly recommended as ride share and public transportation options may not be available in all locations
Ideally you’ll have
- Knowledge of current market issues in the Wealth and Asset Management sector in the US
What we look for
We’re interested in leaders who are creative and agile thinkers, with a genuine interest in improving our audit capabilities. You’ll also need to be a capable communicator both in the boardroom and across your team. If you have the technical and personal skills to understand our clients and provide excellent services every time, this role is for you.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $98,200 to $180,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $117,900 to $204,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
