Legal Technology

Legal Technology Finance Jobs

19 jobs found

Senior Credit Products Specialist - Private Banking

Flagstar Bank New York, NY

16d ago

$141k - $168k/yr Full time Manager Senior Banking

Manager Senior Banking

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Job Description

This onsite role in New York, NY supports Private Banking by structuring, negotiating, and managing highly complex commercial credit relationships. The position offers an annual salary range of USD 141,299 to 168,468 and emphasizes risk management guidance for the portfolio along with mentorship of junior credit professionals.

Responsibilities

Lead the structuring, analysis, and approval of complex credit transactions, balancing risk with business objectives.
Monitor portfolio risk proactively, identifying industry trends and macroeconomic factors affecting credit quality.
Act as a strategic partner to relationship managers and senior leadership, providing expertise in credit negotiations and deal execution.
Collaborate with clients, legal counsel, and internal teams to structure and negotiate credit agreements.
Provide mentorship to junior credit professionals, training on credit risk best practices and escalating process-improvement opportunities to senior leadership.
Exercise independent judgement to make decisions on the assigned portfolio.
Diagnose and resolve issues affecting the portfolio.
Contribute to special projects and other duties as assigned.
Maintain compliance with regulatory and compliance policies, complete required trainings, and adhere to applicable laws and regulations.

Requirements

Undergraduate Degree (4 years or equivalent) in Finance, Accounting, Economics, or a related field, or 12+ years of equivalent experience.
Minimum 8+ years in commercial credit analysis, structuring, underwriting, portfolio management, and risk analysis.
Deep expertise in structuring and negotiating complex credit agreements.
Strong leadership skills with the ability to influence credit strategy and policy.
In-depth understanding of macroeconomic factors and their impact on credit risk.
Proven ability to manage large portfolios and advise senior executives.
Exceptional communication and stakeholder management skills.
As relevant for the supported line of business, well versed in legal documentation such as Credit Agreements, and positioned to develop junior associates, interact with internal and external legal counsel, and negotiate directly with clients.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program

Preferred Qualifications

Master's degree (MBA or CFA) preferred

Job Competencies

Strategic Credit Expertise: Deep knowledge of complex commercial lending structures, industry trends, and economic factors affecting credit risk.
High-Level Risk Oversight: Ability to assess portfolio risk at a macro level, identifying patterns and trends that inform credit strategy.
Client & Executive Engagement: Strong ability to interact with senior leadership, legal teams, and high-profile clients on structuring and negotiating credit agreements.
Deal Structuring & Negotiation: Expertise in negotiating complex loan terms, partnering with legal counsel and senior RMs to finalize agreements.
Leadership & Mentorship: Mentors junior credit professionals, develops talent and fosters a strong credit culture.
Change Management & Innovation: Identifies opportunities for process improvement, technology adoption, and best practice implementation.
Regulatory & Policy Knowledge: Deep understanding of credit policies, compliance standards, and legal considerations in lending.
Executive-Level Communication: Ability to articulate complex credit decisions clearly and persuasively to internal and external stakeholders.
Relationship Building & Collaboration: Demonstrates the ability to build relationships with stakeholders through clear communication, proactive collaboration, and cross-functional insights; aligns efforts with enterprise goals to drive performance.
Client Relationship Leadership: Builds trusted client relationships by identifying needs and delivering tailored solutions to enhance the client experience.
Physical demands (ADA): No unusual physical exertion involved.

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Experienced Automotive Finance (F&I) Manager for Automotive Dealership

Superior Automotive Group Bentonville, AR

16d ago

$125k - $175k/yr Full time Manager Automotive Banking

Manager Automotive Banking

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Job Description

Why join Superior Automotive Group

On-site, full-time opportunity in Bentonville, AR at our multi-brand dealership, serving BMW, Cadillac, Mazda, and Mercedes-Benz customers. Benefit from a competitive compensation package and a robust benefits program while shaping finance and insurance strategies that support dealership profitability.

Compensation and benefits

Salary: USD 125,000 to 175,000 per year
401(k)
401(k) matching
Health insurance
Dental insurance
Vision insurance
Health savings account
Paid time off
Retirement plan
Employee discount

Responsibilities

Provide exceptional customer service by clearly communicating finance and insurance options and guiding customers through the decision process.
Present and explain financing and insurance products, including extended service contracts, windshield protection, wheel and tire coverage, gap insurance, and other relevant offerings.
Overcome objections through value-based negotiations.
Evaluate credit applications, assess creditworthiness, and secure competitive financing that aligns with the customer's financial situation.
Collaborate with financial institutions and lenders to secure favorable loan terms while maintaining strong partner relationships.
accurately complete all required paperwork and documentation for financing and insurance transactions, ensuring compliance with industry regulations and dealership policies.
Securely manage customer data, financing deals, and insurance contracts using dealership software systems.
Stay up-to-date with industry regulations, legal requirements, and best practices related to finance and insurance operations.
Coordinate with the sales team to ensure a smooth transition from sales agreement to the finance process and closing.

Requirements

Minimum of two years of experience as a Finance & Insurance Manager within the automotive industry.
Comprehensive understanding of finance and insurance products relevant to the automotive sector.
Proven track record of meeting or exceeding sales targets and contributing to dealership profitability.
Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly.
Strong negotiation and customer service skills.
Detail-oriented and organized, able to manage multiple tasks and paperwork efficiently.
Knowledge of industry regulations and compliance standards related to finance and insurance transactions.
Proficiency in dealership management software and tools including Dealertrack, Route1, Elead, Vauto, and Darwin.
Bachelor's degree in Finance, Business Administration, or a related field is preferred.

Technology and systems

Technologies used in this role include Dealertrack, Route1, Elead, Vauto, and Darwin.

Position details

Location: Bentonville, AR (onsite)

Job type: Full-time

Experience preferences: Finance 1 year, Sales 1 year, Sales management 1 year (preferred)

Education preference: Bachelor's degree in Finance, Business Administration, or a related field (preferred)

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Lead Wealth Advisor

Hapanowicz Financial Pittsburgh, PA

16d ago

$115k - $200k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Hapanowicz Financial offers a comprehensive benefits package for a Lead Wealth Advisor in Pittsburgh, onsite. This role centers on delivering personalized financial guidance, ongoing advisory services, and holistic planning for individuals and families.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tution reimbursement
Vision insurance

Position overview

Lead wealth advisor delivering personalized financial guidance and ongoing advisory services to clients, focusing on comprehensive financial planning, investment strategy, and tax planning.

Responsibilities

Create tailored financial plans that align with clients' short-term and long-term goals.
Advise on investment options based on clients' objectives and risk tolerance.
Regularly monitor client portfolios and adjust holdings to stay aligned with goals and market conditions.
Guide retirement, estate, tax, and education planning by assessing needs and proposing solutions.
Schedule and conduct periodic meetings to review plans and client circumstances.
Explain complex financial concepts in accessible terms to help clients make informed decisions.
Maintain current knowledge of regulations and ensure client interactions and transactions comply with legal requirements.
Coordinate with tax advisors, estate planners, and other professionals to provide comprehensive advice.
Address client questions and concerns promptly with accurate information.

Requirements

In-depth knowledge of financial planning, investment strategies, retirement planning, tax laws, and estate planning.
Strong analytical abilities to analyze financial data, assess risk, and develop effective strategies.
Excellent verbal and written communication skills to clearly convey complex concepts.
Strong interpersonal skills to build trust and rapport with clients and understand their goals.
Thorough understanding of relevant financial regulations and compliance requirements.
Problem-solving skills to identify issues and develop tailored solutions for unique situations.
Familiarity with financial planning software, investment platforms, and technology tools to enhance efficiency and service quality.

Compensation

USD 115,000 - 200,000 per year

Job type

Full-time

Location

Pittsburgh, PA 15220 (Onsite, In person)

Relocation

Relocate with an employer provided relocation package (Required)

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Associate Director-Credit/Collections

AT&T Orlando, FL

20d ago

$106k - $159k/yr Full time Manager Accounting Accounts Receivable

Manager Accounting Accounts Receivable

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Job Description

AT&T presents a senior leadership opportunity in Orlando to oversee credit risk and collections operations. This on-site role blends strategic execution with hands-on leadership, guiding the credit and collections team and aligning with cross-functional partners to protect cash flow and support customer outcomes. Based in Orlando, you will implement strategies, mentor staff, and coordinate with sales, finance, and other stakeholders to optimize credit policies and collections performance.

Responsibilities

Oversee the department's operations and day-to-day initiatives, ensuring consistent execution of plans.
Execute strategies established by senior leadership and ensure their effective implementation.
Lead staff across entry-level and professional levels within the organization.
Influence decisions regarding hiring, firing, disciplinary actions, promotions, and pay decisions for subordinates.
Credit risk and collections management: assess and monitor client creditworthiness, approve or decline credit applications based on thorough analysis, and develop and implement collection strategies to minimize overdue accounts and bad debt.
Collaborate with sales, finance, and other departments to align credit policies and communicate effectively; prepare and present regular credit and collections performance reports to senior management.
Provide leadership to the credit and collections team, ensuring training, motivation, and efficiency; develop and implement strategies, policies, and procedures to optimize performance.
Offer ongoing training and professional development opportunities for the team to support continuous improvement.
Perform other duties as assigned, maintain high levels of customer service, ensure compliance with relevant laws, manage external agency relationships, and evaluate technology solutions to enhance efficiency.

Requirements

5+ years of related experience.
Bachelor’s degree (BS/BA) desired.

Benefits

Medical, dental, and vision coverage
401(k) plan
Tuition reimbursement program
Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
Paid parental leave
Paid caregiver leave
Additional sick leave beyond what's required by state and local law may be available but is unprotected
Adoption reimbursement
Disability benefits (short term and long term)
Life and accidental death insurance
Supplemental benefit programs including critical illness, accident hospital indemnity, and group legal
Employee assistance programs (EAP)
Extensive employee wellness programs
Employee discounts up to 50% on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available), and AT&T phone services

Compensation Offered

Salary range for this role is $106,100 to $159,100 per year. Individual starting pay within this range may depend on geography, experience, expertise, and education/training.

Supervisor Role

Yes

Weekly Hours

Time Type

Regular

Location

Orlando, Florida

Salary Range

$106,100.00 - $159,100.00

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Sales Finance Manager

Northwest Premier Auto Sales Wenatchee, WA

21d ago

$3,000 - $15,000/mo Full time Manager Cash Management Client Relations

Manager Cash Management Client Relations

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Job Description

Northwest Premier Auto Sales in Wenatchee invites a results-driven Sales Finance Manager to lead the F&I function with a hands-on, deal-oriented approach. This hybrid role places you at the forefront of shaping deals early in the process, coaching the sales team, and steering F&I strategy to maximize financial performance and client satisfaction.

Location

Wenatchee, Washington — hybrid work arrangement

Compensation

USD 3,000 - 15,000 per month

Responsibilities

Develop and implement the dealership F&I strategy to drive high deal volume, strong PVR, fast transaction speed, and satisfied team members and clients.
Collaborate with General Managers to set objectives and maximize F&I performance.
Ensure compliance with Northwest Premier Auto Sales F&I policies and procedures.
Provide daily reporting on F&I performance.
Maintain CIT and cash management on a daily basis.
Engage directly with customers, salespeople, and managers on deals.
Implement action plans to improve underperforming sales staff.
Conduct daily in-store training.
Lead onboarding for in-store sales managers.
Perform F&I test-outs for sales staff.
Support company initiatives and ensure legal compliance.
Handle other assigned duties and projects as needed.
Manage F&I performance to expectations with 100% compliance with state and federal regulations.
Oversee F&I-related receivable schedules and compliance with manufacturer incentive programs.

Requirements

Proven success in a managerial role with strong leadership experience.
Minimum 3 years as an F&I Manager (not a Sales Manager).
At least 1 year of F&I experience required.
High energy, technology-focused, capable of intense multitasking, with strong communication and customer service skills.
Ability to adapt to shifting priorities and interruptions.
Positive attitude and effective team player.
Valid driver's license with an acceptable driving record.
Proficient with computer systems and contemporary transaction tools.
Skilled in securing approvals across all credit profiles with deep knowledge of deal structures for both new and used vehicle transactions.

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Compliance Co-Cluster Head NAM- Credit Management

Citi Getzville, NY

25d ago

$125k - $188k/yr Full time Audit Cluster Co

Audit Cluster Co

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Job Description

Citi offers a compelling opportunity in Getzville, NY, onsite, with a competitive salary range of USD 125,200 to 187,800 per year and a comprehensive benefits package. This senior compliance risk role within Independent Compliance Risk Management (ICRM) focuses on establishing strategies, policies, and programs to prevent violations, building a risk framework aligned with Citi's risk appetite, and delivering day-to-day compliance guidance to support CRM program solutions.

Benefits

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off (vacation, sick leave, and paid holidays)

Responsibilities

Lead the design, development, delivery, and ongoing maintenance of best-in-class compliance programs, policies, and practices for ICRM.
Translate ICRM strategy and goals across Citi’s clients, products, and geographies; provide direction and guidance on programs.
Serve as a subject matter expert on Citi’s Compliance programs; offer real-time regulatory guidance to manage compliance risk across functions, businesses, and products.
Stay current on changes to rules, regulations, and industry developments, including regulatory findings.
Oversee monitoring and identification of regulatory developments, enforcement actions, and new laws, regulations, rules, interpretations, or guidance related to the supported function, business, or product.
Analyze and scope the impact of complex regulatory developments across senior function and product areas, including cross-border impacts.
Advise ICRM and function/business/product management and personnel on regulatory and compliance issues, providing credible challenge.
Participate in industry groups, trade associations, and other forums as appropriate.
Lead high-impact initiatives and manage special project work streams to deliver solutions, including coordinating the implementation of new regulatory requirements.
Manage strategy and responses to regulatory examinations, reviews, inquiries, internal and external investigations, as well as testing and audits.
Design and lead compliance and control reviews.
Partner with other ICRM teams and global functions, including Legal, Risk, Operations, Technology, and Finance, to prevent and detect non-compliance and promote a culture of compliance.
Additional duties as assigned.
Appropriately assess risk in business decisions, safeguarding Citi, its clients and assets by driving compliance with applicable laws and policies, and escalating and reporting control issues with transparency.

Requirements

Deep knowledge of compliance laws, rules, regulations, risks and typologies
Excellent written, verbal, and analytical skills
Self-starter, flexible, innovative, and adaptable
Highly motivated, strong attention to detail, team oriented, organized
Strong presentation skills with the ability to convey complex problems and solutions clearly
Ability to collaborate with regional and global partners across functional units; adept at navigating a complex organization and influencing senior peers across cultures
Experience managing regulatory exams and relationships with examiners and auditors
Awareness of regulatory requirements including local and US laws, international standards
Advanced knowledge in the area of focus such as loan and credit management
Education: Bachelor's degree required; advanced degree a plus

Anticipated posting close date: Mar 27, 2026.

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Talent Manager – Full-Time Finance & Accounting Engagement Professionals

Robert Half New York, NY Hybrid

1mo ago

$66k - $79k/yr Full time Manager Accounting Business Development

Manager Accounting Business Development

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Job Description

Overview

Robert Half seeks experienced professionals to join our Full-Time Engagement Professional Talent Manager team. As a Talent Manager and a core driver of revenue within the Finance and Accounting Practice, you will lead business development and recruit qualified professionals for client projects and interim needs across corporate finance and accounting, accounting operations, shared services, tax, payroll, and audit functions. Full-Time Engagement Professionals are employed by Robert Half across a range of specializations, including accounting and finance, technology, legal, and marketing and creative. They support clients on mission-critical projects or backfill positions created by turnover or absences, applying strong technical and communication skills and industry experience to keep client operations moving forward. These professionals handle short-term projects, long-term initiatives, and recurring or seasonal work. As Robert Half employees, they receive a salary, a comprehensive benefits package, and are eligible for discretionary bonuses to maximize total annual earnings. If you are results-driven, disciplined, possess strong work ethic and excellent communication skills, and thrive in a fast-paced environment, we encourage you to connect with us.

Location

Hybrid remote in New York, NY

Business Development

Present our services to new and existing clients via video, phone, and in-person meetings.
Build and maintain client target lists to pursue new relationships and expand the current book of business.
Generate leads through professional relationships, candidate interviews, and other interactions that support sales efforts.
Develop enterprise-wide relationships with key stakeholders to showcase Robert Half’s staff augmentation and project offerings requiring accounting and finance professionals.
Collaborate with colleagues to promote the Full-Time Engagement Professionals solution to clients.
Grow the business by maintaining regular contact with clients and engaged professionals to identify additional opportunities.
Negotiate bill rates for Full-Time Engagement Professionals.
Utilize proprietary business development tools to optimize efficiency and effectiveness in outreach.
Expand your professional network through involvement with networking organizations.
Stay informed on industry trends, mergers and acquisitions activity, evolving technology, regulatory changes, and high growth market segments.

Redeployment and Bench Management

Match Full-Time Engagement Professionals with client staff augmentation or project needs.
Use pre-built searches and SFDC to identify and align Full-Time Engagement Professionals from the national practice with open Job Orders.
Leverage proprietary tools to support bench management and redeployment activities.
Partner with colleagues to promote Full-Time Engagement Professionals for deployment on current client engagements and future projects.

Recruiting

Recruit and hire highly skilled finance and accounting professionals into the national practice.
Meet weekly interview metrics aligned with skillset needs and growth goals.
Utilize proprietary recruiting technology to source high-caliber talent.
Grow your professional network through involvement with networking organizations.

Ongoing Management of Full-Time Engagement Professionals

Resolve customer service issues promptly to maintain high levels of satisfaction.
Maintain ongoing, consistent communication with engaged professionals while offering career development opportunities.
Conduct customer experience calls with clients and engagement professionals on active billing engagements to ensure expectations are met and identify additional project or staff augmentation needs.
Provide guidance, counseling, and performance feedback.
Participate in annual career discussions and merit pay reviews.

Salary and Benefits

The typical salary range for this position is $66,300.00 to $79,000.00. Compensation is negotiable based on experience and location. The role is eligible for a bonus based on achieving performance objectives.

Qualifications

Bachelor’s degree in accounting, finance, human resources or related field
CPA, CMA, MBA or other professional designation desired
2+ years of finance or accounting experience preferred
2+ years of Business Development experience in a metrics driven environment, including success in developing new business in a multi-call, multi-decision maker setting
Proven success marketing to and building trust with both C-level and manager level decision makers
Working knowledge of Windows operating system, Microsoft Office Suite, and any CRM application (Salesforce)
Excellent written and verbal communication skills
Strong work ethic and organizational skills, with a history of exceeding individual goals while contributing to a collaborative team

Top Reasons to Work for Robert Half

Exciting career opportunities with an industry leader, backed by 75 years of success and strong client relationships.
Performance driven rewards, including a competitive base salary and bonus potential, plus comprehensive benefits such as medical, vision, and dental insurance; flexible spending and health savings accounts; life and accident insurance; adoption, surrogacy and fertility assistance; paid parental leave up to six weeks; and short and long term disability. Paid time off for vacation, personal needs, and sick time. Choice Time Off up to 17 days per calendar year for new hires. Up to 11 paid holidays per year. 401(k) or eligible deferred compensation with employer matching 100% on the first 3% of eligible contributions.
Upward mobility, with more than 300 locations worldwide offering career advancement opportunities locally and beyond.
Tools for success, including world-class training, client relationship management tools, and advanced technology to aid your performance.
Respected worldwide as a recognized company on Fortune’s Most Admired Companies list since 1998 and regularly featured on Best Places to Work lists globally.
Commitment to corporate responsibility and ethics, promoting inclusion and community involvement. Learn more by reviewing Robert Half’s Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility.

Equal Employment Opportunity and Accommodation

Robert Half is committed to being an equal employment opportunity employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation to search for a job opening or to apply for a position, please contact us by emailing HRSolutions@roberthalf.com or calling 1.855.744.6947 for assistance. In your email please include the following: The specific accommodation requested to complete the