Connecticut Banking & Financial Services Job Listings

High-Frequency Trading System Engineer (USA)63845341996419120

Workable

High-Frequency Trading System Engineer (USA)

We are seeking a highly skilled C++ engineer with extensive experience in high-frequency trading systems to join our trading team. In this role, you will design and develop ultra-low-latency trading infrastructure. You’ll work closely with quantitative researchers and fellow technologists to build cutting-edge HFT systems that have a direct impact on our trading performance. Responsibilities Lead the design and development of low-latency, high-frequency trading (HFT) systems. Evaluate the existing execution platform and develop plans for a comprehensive revamp. Optimize system performance across hardware and software layers, including CPU architecture, memory/cache utilization, and network interfaces (NICs). Ensure a clean, well-tested, and thoroughly documented codebase. Requirements Expert-level proficiency in C++ and Linux, with a deep understanding of low-level memory management, concurrency, and performance optimization. Proven experience developing ultra-low-latency, high-throughput systems, preferably in trading or other real-time environments. Strong knowledge of profiling tools and techniques for latency measurement and benchmarking. Hands-on experience with network protocols (TCP/UDP, multicast, Ethernet) and low-latency messaging systems. Exceptional analytical and problem-solving skills. Benefits Competitive base salary with guaranteed and performance-based bonuses tied to individual and company results Collaborative, friendly, and results-oriented work environment Full coverage of PPO health, dental, and vision insurance premiums for you and your dependents Pre-tax commuter benefits Additional company perks Trexquant is an Equal Opportunity Employer

Stamford, CT, USA

Quantitative Researcher - Futures (USA)63844263400833121

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Quantitative Researcher - Futures (USA)

We are seeking a highly skilled and motivated Quantitative Researcher to join our Futures team. This role focuses on researching and developing quantitative models for trading and risk management within the futures markets. The ideal candidate will have expertise in financial modeling, statistical analysis, and a deep understanding of market dynamics. Responsibilities Design, implement, and optimize trading strategies to predict futures market trends using extensive financial data and a wide array of trading signals. Parse and analyze large datasets to identify actionable alpha signals and develop strategies for futures trading. Explore and apply cutting-edge academic research in quantitative finance to assess, refine, and enhance the profitability of trading strategies. Continuously innovate and improve existing models by integrating new data sources and advanced techniques to boost performance and scalability. Collaborate closely with a team of experienced quantitative researchers to conduct experiments, backtest hypotheses, and refine strategies through rigorous simulations and data analysis. Requirements BS/MS/PhD degree in a STEM field. 2+ years of experience in quantitative research, preferably within futures markets. Passion for machine learning. Proficiency in programming languages like Python and statistical modeling. Strong problem-solving skills. Ability to work effectively both independently and as part of a team. Benefits Competitive salary, plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Pre-Tax Commuter Benefits – making your commute smoother. Trexquant is an Equal Opportunity Employer

Stamford, CT, USA

Senior Financial Planner63843466414593122

Workable

Senior Financial Planner

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success. Requirements Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred). Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills: Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro). Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management. Experience with CRM systems (e.g., Salesforce) and portfolio management tools. Benefits Competitive base salary with performance-based bonuses. Comprehensive health, dental, and vision insurance. 401(k) plan with company match. Professional development opportunities, including continuing education reimbursement. A collaborative and client-focused work environment.

Avon, CT, USA

Financial Planning Specialist63392089416451123

Workable

Financial Planning Specialist

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice. Key Responsibilities: Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations. Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies. Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice. Work collaboratively with team members to support client communications and ongoing relationship management. Assist in the development of educational materials and seminars for clients. Requirements Bachelor’s degree in finance, economics, or a related field. Minimum of 3-5 years of experience in financial planning or a related advisory role. CFP certification or in progress is preferred. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills to build relationships with clients and team members. Proficient in financial planning software and Microsoft Office Suite. Benefits Competitive base salary with performance-based bonuses. Comprehensive health, dental, and vision insurance. 401(k) plan with company match. Professional development opportunities, including continuing education reimbursement. A collaborative and client-focused work environment.

Avon, CT, USA

Associate Financial Advisor - Bergenn Financial Group63392080314627124

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Associate Financial Advisor - Bergenn Financial Group

Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business. Essential Duties and Responsibilities Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews Manage data and plans in financial planning software (eMoney Advisor) Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply Deepen client relationships and establish credibility and rapport both in person and via phone Clearly articulate complex concepts to customers Proactively communicating with clients and following up on all contacts assigned Ability to manage and prioritize multiple competing priorities daily in pursuit of business objectives Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Other duties as assigned Knowledge, Skills, and/or Abilities Strong understanding of the financial services industry and diverse investment products Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential Proficiency in eMoney Advisor financial planning software is strongly preferred Excellent communication skills, both verbal and written Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others Requirements Experience The ideal candidate will have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts. The ideal candidate should have some clients for whom they are the advisor of record. Certificates, Licenses, Registration Series 7 & 66 or 7, 63 & 65 Life & Health licenses prefered but not required. Benefits Paid time off Retirement Plan with Matching Contribution Group life and disability are available

West Hartford, CT, USA

Associate Financial Advisor63393540480515125

Workable

Associate Financial Advisor

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements · Minimum 3-5 years of experience in financial advising · Life, Health and Accident License – State of CT · FINRA Series 7 and FINRA 66 License · Well organized with the ability to manage time effectively with multiple priorities · Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics · Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout

Hartford, CT, USA

$48,000/year

Workable

401(k) Specialist

Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible for managing and administering 401(k) plans for our clients, ensuring compliance with regulatory requirements and providing excellent service to plan participants. You will work closely with clients to tailor solutions that meet their retirement needs, educate employees about their options, and assist with any inquiries related to their 401(k) plans. A strong understanding of retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this position. You will also collaborate with internal teams to deliver contributions and distributions accurately and on time, all while maintaining a client-focused approach. If you are passionate about helping others plan for their financial future and possess a meticulous attention to detail, we would love to hear from you! Responsibilities · Oversee and manage 401(k) plans for clients to ensure compliance with ERISA and IRS regulations · Provide education and communication to plan participants regarding their benefits and options · Assist with plan documentation, reporting, and recordkeeping · Respond to client inquiries and resolve issues related to plan administration · Monitor plan performance and make recommendations for improvements · Stay updated on regulatory changes impacting retirement plans and communicate relevant information to clients · Work collaboratively with compliance and accounting teams to ensure accuracy in plan management Requirements Bachelor's degree in finance, business, or a related field preferred Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans Excellent communication and interpersonal skills Detail-oriented with strong analytical and problem-solving skills Proficient in Microsoft Office Suite and retirement plan recordkeeping systems Ability to work independently and manage multiple priorities effectively Benefits Paid Holidays and Paid Time Off Retirement plan with employer match Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Training & Development

Avon, CT, USA

Head of FX Quantitative Strategy (USA)63393501483265127

Workable

Head of FX Quantitative Strategy (USA)

We are looking for a Head of FX Strategy to develop and lead a quantitative FX Strategy Team at Trexquant. In this role, you will be responsible for developing strategies and building out a team of quantitative researchers for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge. Responsibilities Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms. Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies. Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes. Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies. Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team’s strategies. Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies. Requirements Bachelor's, Master’s, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. 5+ years of experience in researching and trading quantitative FX based strategies. Experience managing or leading a team of quant researchers. Strong quantitative skills. Proficiency in Python. Benefits Competitive salary, plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Trexquant is an Equal Opportunity Employer

Stamford, CT, USA

Chief Risk Officer - To 175K - Bridgeport, CT - Job 346863499918910849128

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Chief Risk Officer - To 175K - Bridgeport, CT - Job 3468

Chief Risk Officer – To $175K – Bridgeport, CT – Job # 3468 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Chief Risk Officer role in the Bridgeport, CT area. The position is responsible for overseeing the bank's credit and risk management functions encompassing the entire organization. The CRO is charged with developing and implementing an effective risk management program that balances risk mitigation strategies with the bank’s growth and service objectives. The incumbent is ultimately responsible for ensuring the bank is in compliance with applicable laws and regulations. The CRO will prioritize resources and actions by risk exposure, audit and exam findings, applicable statutes, and regulations as well as Bank performance and needs for efficiency. The opportunity has a generous salary of up to $175K and a benefits package. (This is not a remote position). Chief Risk Officer responsibilities include: Oversight responsibility of the Senior Credit Risk Manager who has direct responsibility for Bank’s loan credit risk portfolio, ensuring sound lending practices, compliance with credit policies, managing NPA’s, appropriate controls and procedures. Development and continuous improvement of credit risk management strategies, including the establishment of risk tolerance, data driven dashboards, and efficient reviews processes for monitoring the portfolio. Periodically modify risk tolerances based on data and supported market and economic conditions. Supervision of underwriting ensuring the process is comprehensive, accurate, efficient, and completed in a timely fashion. Process must be scalable and allow for volumes stated in Strategic Plan. Accountability for Bank’s loan review and collection processes ensuring tasks are completed in an efficient and timely manner. Establishment of individual and team performance benchmarks for credit analysts and other roles supervised. Establish SLAs and timelines for prompt task turnaround. Improve turnaround times with use of technology and automation. Ensure expectations are set and communicated to loan originators and clients. Oversight and management of the credit portfolio by analyzing portfolio performance, identifying emerging risks, and proactively recommending appropriate actions. Periodic stress testing and scenario analysis to evaluate potential impacts of various economic conditions on credit risk and overall portfolio health. Work with the CEO, and the Board of Directors to set and, as appropriate, adjust risk tolerance levels; determine critical (key) risk indicators to manage risk within established tolerance levels. Develop and maintain the bank’s overall risk management strategy, including identifying, assessing, monitoring, and mitigating various risks (credit, operational, fraud, compliance etc.). Establish and maintain an effective risk governance structure to ensure risk is managed across all levels of the organization. Ensures alignment with bank’s goals and objectives (as outlined in the Bank’s Strategic Action Plan) and applicable laws and regulations. Lead the development and implementation of comprehensive risk management policies, procedures, and frameworks to support the bank's strategic initiatives. Communicate risk management issues clearly to all stakeholders, promoting a strong risk conscious culture within the organization. Responsible for securing and maintaining appropriate insurance coverage for the Bank. Work closely with members of Executive Management to align risk management strategies with business operations and goals. Uses Strategic Action Plan to prioritize initiatives, appropriately allocate resources and adjust risk tolerances. Ensure the bank is in compliance with all relevant banking regulations, specifically those related to credit and risk management (e.g., Dodd-Frank, Basel III, B.S.A. etc.). Works with Audit Risk & Compliance Board Committee to define internal & external scope, balance prudent safety and soundness, with efficiency and overhead expense. Oversees the coordination of internal & external audits, as well as state and federal exams. Serves as a primary interface with auditors and examiners. Oversee the preparation and submission of regulatory requests, applications, and risk reports. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Ten years to fifteen years in management functions of Credit, Compliance, Risk, or related experience. A Master’s Degree in Business Administration, Risk Management, or equivalent. Formal credit training is expected. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Bridgeport, CT, USA

$175,000/year

Head of Global Alpha Researcher (USA)63499969621123129

Workable

Head of Global Alpha Researcher (USA)

Trexquant developed the Global Alpha Researcher Program (GAR) in 2015 with a mission to provide a platform for highly academically-talented and high achieving individuals who may not have traditional finance backgrounds but are interested in applying their skills in quantitative finance. Since inception, the GAR program has contracted more than 200 individuals and many of GARs have converted to full-time employment at Trexquant. We are seeking a Head of Global Alpha Researchers to lead and expand the GAR program. In this role you will be responsible for leading our GAR alpha research initiatives, fostering a collaborative environment for participants across multiple regions and defining the roadmap to further grow the program. The ideal candidate will have a strong background in quantitative research, excellent leadership skills, and a passion for mentoring emerging talent. Responsibilities Lead and mentor Global Alpha Researchers in developing Alpha Strategies Develop and execute the strategic vision for the GAR program, ensuring alignment with the company's goals and objectives. Oversee the implementation of research projects and ensure the program’s curriculum are cutting-edge to the evolving landscape of quantitative finance Attract, recruit and retain high-caliber researchers Provide mentorship and professional development to support the GARs growth and integration to the finance industry Supervise and review research outputs, ensuring high standards of quality and innovation. Facilitate collaboration among GARs and proliferate GARs integration into Trexquant through the efficacy of their research and potential full-time employment. Present strategic vision of the GAR program, assessment of individual GARs, and GAR program milestones, to Trexquant management. Requirements Bachelor’s, Master’s and or PhD degree in Math, Engineering, Statistical Modeling Computers Science or other related STEM field Proven experience in quantitative finance, algorithmic trading, or a related field Demonstrate the ability to inspire and motivate researchers Strong analytical and problem-solving skills with a track record of developing successful Alpha Strategies Proficiency in Python programming and experience with machine learning techniques and data analysis tools Creative and forward thinking mindset with a commitment to drive research excellence and fostering an environment collaboration and innovation Previous leadership or managerial experience is a plus Benefits Competitive salary, plus bonus based on individual and company performance Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets PPO Health, dental and vision insurance premiums fully covered for you and your dependents Trexquant is an Equal Opportunity Employer

Stamford, CT, USA

Workable

Staff Accountant

At Foley, we are revolutionizing the way companies recruit, screen, and monitor drivers. This is an exciting time for us as we scale our B2B vertical SaaS business and modernize our products for the future. If you are a strategic thinker who thrives in complexity, is energized by impact, and wants to work with a team passionate about building great products and helping customers, we would love to talk to you. We believe in Teammateship, Grit and Innovation …. our core values. Whether collaborating internally or assisting customers, we approach every challenge with humor, optimism, and a commitment to success. STAFF ACCOUNTANT We’re seeking a detail-oriented Staff Accountant with 3–5 years of experience to support our growing finance and accounting operations. This role will be responsible for executing core accounting functions including month-end closing, journal entries, account reconciliations, and financial reporting. The ideal candidate is tech-savvy, thrives in a fast-paced SaaS environment, and brings a strong understanding of GAAP and accounting best practices, along with the ability to work with large and complex data sets. This is a REMOTE option- Those residing in AZ, CT, FL, GA, IL, IN, MA, NE, NH, NJ, NY, NC, PA, SC, TN, TX, MI & WI are welcome to apply! The compensation for this position starts at $70,000 annually plus an annual bonus opportunity! WHAT YOU WILL DO Prepare and post journal entries and accruals in accordance with GAAP Perform monthly account reconciliations and bank reconciliations Assist with month-end and year-end close processes Support AR and AP processing and analysis Maintain accurate general ledger accounts and financial records Assist with revenue recognition and deferred revenue accounting Analyze large volumes of financial and operational data to identify trends, variances, and opportunities for efficiency Support audits by providing required documentation and analysis Partner with cross-functional teams to gather financial data and insights Continuously improving processes and contributing to systems enhancements Help maintain compliance with internal controls and accounting policies WHAT WE’D LIKE YOU TO HAVE Bachelor’s degree in accounting, finance, or related field 4-6 years of relevant accounting experience (SaaS or tech industry preferred) Solid understanding of GAAP; experience with ASC 606 is a plus Proven ability to work with large datasets to perform reconciliations, identify discrepancies, and drive insight Proficiency in accounting software Advanced Excel skills (e.g., VLOOKUP, pivot tables, data analysis tools) Strong analytical thinking and high attention to detail Excellent communication skills and a proactive, team-oriented mindset WHAT YOU’LL LOVE ABOUT FOLEY The People: Our close-knit, exceptionally talented teams are the heart of Foley. Our employees and customers consistently highlight our team spirit. Check out our customer feedback on Trustpilot. Outstanding Benefits: Choose from 3 medical plans, 2 levels of dental, and 2 levels of vision plans. Enjoy generous vacation, sick, and personal time off, plus a 401K plan with a match. We support your well-being so you can live your best life. Ideas Over Egos: In our entrepreneurial environment, you have the freedom to explore new ideas and approaches, backed by a collaborative team. Professional Growth: We prioritize internal growth and encourage employees to apply for new opportunities. Our People Operations team is here to help you plan and achieve your career goals. Our Environment: We celebrate success and believe in transparency and teamwork. We invest in collaboration tools to ensure face-to-face interactions, even in a virtual space. Many of our roles are remote, but we ensure our employees remain engaged and connected. What We Do, How We Do It Many companies handle recruitment, background screening, and regulatory management in a fragmented way, using different vendors for recruitment, screening, and regulatory requirements. This approach is inefficient, costly, and increases the risk of overlooking important details. At Foley, we offer a seamless platform that manages recruitment, screening, and regulatory requirements under one roof. By integrating powerful technology with our deep expertise, we provide comprehensive and superior experience for our customers. Where We're Headed We are continuously developing new solutions to address future challenges in recruitment, screening, and regulatory management. Our focus is on leveraging extensive data collection and innovative technologies, such as predictive analytics, to identify top talent and assess company risks. Our goal is to deliver cutting-edge solutions that drive success. What It's Like to Work with Us Diving Deep: Become an expert in a niche industry. Continual Growth: Advance your career and skills. Lifelong Friends: Build lasting relationships along the way. We are a 250+ person company on the brink of explosive growth, thanks to our AI-powered technology and predictive analytics. If you're ready to join our journey, visit us at www.foley.io Keywords: Senior Accountant Financial Analyst Accounting Specialist Revenue Accountant Financial Reporting Accountant

Hartford, CT, USA

$70,000