Adviser Investments jobs - 17,528 jobs

A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr

Head of Enterprise Risk page is loaded## Head of Enterprise Riskremote type: Hybridlocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000036**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk directs CA's risk management strategy, leading a team of risk professionals to deliver on that strategy. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.**Job Description:****Duties and Responsibilities**· Set the direction and the pace for the implementation of risk management framework, processes and practices across CA, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored· Lead and manage the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness· Provide quarterly Enterprise Risk Reports to firm Management and to the Audit and Risk Committee· Serve as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with the responsibility for recommending remediation, further assessment of functions/process areas, and escalation of risks to Management for resolution and/or further discussion.· Partner with the Chief Compliance Officer as the ‘second line of defense', to identify and escalate risks as appropriate, and to guide the business to report, mitigate and monitor risks, and to report issues, risk events and errors in accordance with firm procedures· Align with our business-line risk professional to identify and optimize risks that could enhance our competitive business advantage, and to develop mitigation strategies to address risks that could impact our strategy and our ability to function in compliance with regulations· Partner with business leaders across our client facing business units and our support functions to drive change through the implementation of risk mitigation strategies· Support the regional and functional risk committees· Drive the implementation of our GRC (Governance, Risk and Compliance) tool in support of proactive risk management and ongoing visibility, monitoring and assessment of risks across all aspects of our business· Manage the Enterprise Risk Plan, assuring that resources are deployed accordingly and that the plan aligns with the top risk areas as identified through business area risk workshops and risk assessments· Maintain the Risk Taxonomy for the firm, driving a common risk language and a common understanding of both ongoing and emerging risks accordingly· Maintain the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, assuring that updates are made as needed and in a timely manner· Provide subject matter expertise and manage the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to effectively measure business unit objectives* Collaborate with Compliance, Internal Audit and Error Reporting functions to mature the risk culture at CA and to identify risks to our clients, our firm strategy and to our colleagues, recommending mitigations that are actionable and measurable**Qualifications**· Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm· Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework· Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting· Broad-based operational perspective and understanding of the processes and controls of an investment management firm· Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners· Deep understanding of global investment management regulatory environment· Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly· Ability to interact with and build relationships with colleagues at all levels of the organization, focusing on collaboration to achieve results in support of firm strategy and goals; including communicating with executive- and Board-level stakeholders.· Bachelor's degree required, advanced degree desirable Base salary range for this role:Pay Range Minimum:177300Pay Range Maximum:241100In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. #J-18808-Ljbffr

An Official website of the Commonwealth of Massachusetts Reporting to the Chief Financial Officer (CFO), the Treasurer is a senior member of the Finance Department. This role involves a high degree of responsibility and the opportunity to make a meaningful impact, with accuracy being essential due to the role's financial significance. The Treasurer is responsible for all MSBA funds and investments, managing cash and investment activities, banking relationships, and cash flows in a fiscally prudent manner and in accordance with applicable state laws and MSBA policies. The Treasurer reports on MSBA cash and investment balances, debt, receipts and disbursement of funds and manages the MSBA's debt portfolio including overseeing the issuance of new debt and realizing debt savings by optimizing refunding opportunities. Qualifications Manage and oversee weekly processing of all MSBA financial obligations, including approximately $1B in annual grant payments to districts. Receive, record, and report monthly sales tax revenues. Monitor cash activity to ensure timely processing and accurate recording in the accounting system. Prepare, update, and report on grant payments and capital pipeline funding to support budgeting, borrowing schedules, and investment planning. Prepare wire instructions for payroll, OPEB funding, and other transfers as directed. Implement, review, and update internal control policies and procedures. Conduct periodic review of general ledger accounts, ensuring accuracy and completeness; collaborate with Finance to resolve variances. Debt Management Manage and report all debt activities, including negotiating borrowings, preparing documentation and notes, and reporting results to the Board; ensure compliance with disclosure requirements. Manage the MSBA debt portfolio and ensure adequate debt service coverage pursuant to bond indentures. Monitor primary and secondary market activity for MSBA-issued securities. Maintain and update debt portfolio; analyze and recommend refunding or defeasance opportunities for cost savings. Review and update the MSBA Debt Management Policy. Manage monthly revenue set-asides, transfers, and payments with the bond trustee in accordance with the trust agreement. In partnership with the CFO, support development of annual and long-term financing plans, collaborating with bond counsel, investment banks, advisors, investors, and rating agencies. Develop and maintain financial models to support recommendations on short- and long-term financing needs. Banking & Investment Management Serve as primary point of contact for MSBA commercial banking relationships; manage account activity and reporting requirements. Invest funds to protect principal, maximize income, and maintain liquidity. Ensure proper protection and custody of funds, securities, and financial instruments in accordance with state finance laws and MSBA Investment Management Policy. Review and update the MSBA Investment Management Policy. Maintain custody of MSBA OPEB trust funds, invest in accordance with trust agreement, and prepare quarterly investment performance reports for the OPEB Trust Committee. Other Duties Maintain and manage MSBA financial contracts (investment advisors, financial advisors, disclosure counsel); prepare bid documents or renewal agreements as needed. Attend and present at MSBA Board meetings, investor meetings, credit agency presentations, and other meetings as required. Perform other duties as assigned. Supervisory Responsibilities Supervise the Assistant Financial Analyst, including recruitment, onboarding, and training. Lead and manage employee performance: set expectations, monitor progress, coach, and ensure compliance with MSBA policies and standards. Required Education, Experience & Skills Bachelor's degree in finance, accounting, economics, or a related field. Minimum 10 years of progressively responsible experience in treasury, public finance, or financial management (government or public sector preferred). 5+ years supervisory experience. Strong knowledge of government finance, public fund investment, and debt issuance. Demonstrated experience issuing municipal debt, including preparation of required documents and presentations. Experience with debt management software and accounting systems. Proficiency in Microsoft Office (Excel, Word, Access, PowerPoint, Outlook); advanced Excel skills required. Strong verbal and written communication skills. Proven success training and managing employees. Ability to work independently and in a team environment. Ability and willingness to travel occasionally and maintain strict confidentiality. Preferred Qualifications Master's degree or professional certification (CPA, CTP, CFA). Experience working with Massachusetts quasi-public agencies or authorities. Knowledge of Massachusetts state and municipal finance laws. Official Title : Treasurer Primary Location Job Construction Agency Mass School Building Authority Schedule Full-time Shift Day Job Posting Oct 31, 2025, 3:52:23 PM Number of Openings 1 Salary 114,821.00 - 129,174.00 Yearly If you have Diversity, Affimative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Stacy Patino - ********** Potentially Eligible for a Hybrid Work Schedule : Yes #J-18808-Ljbffr

A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr

A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth. #J-18808-Ljbffr

A leading specialty finance company in San Diego seeks a Senior Corporate Counsel to support legal strategies and objectives. This role involves managing legal files, providing guidance to legal staff, and collaborating with external counsel. The ideal candidate has over 8 years of experience in various legal fields and a JD from an accredited law school. The position offers an annual salary between $160,000 and $200,000, along with comprehensive benefits and a supportive work environment. #J-18808-Ljbffr

About The Role We are seeking a self-motivated, analytical, and highly organized Operations Associate to support our growing real estate investment company across asset management, property management, and acquisitions. This role works closely with ownership and senior leadership and provides hands-on exposure to the full real estate investment lifecycle - from sourcing and underwriting new deals, performing due diligence and market research, repositioning new assets through capital improvements, and day to day operations. This is not a traditional operations role. This position is ideal for someone looking to build a long-term career in real estate investment and grow into a senior role within our organization. We operate with a bottom-up philosophy: every team member begins by building deep expertise in day-to-day operations - the lifeblood of our real estate business - before expanding into broader responsibilities across management, strategy, or acquisitions. About AZ Investments Founded in 2020, AZ Investments (AZI) is a vertically integrated real estate investment and operating company focused on acquiring, repositioning, and managing multifamily assets. Since inception, AZI has acquired 13 properties, with an aggregate value of $75M+. Many of these assets have undergone significant renovations, with multiple completed refinances and one successful sale, going through the full investment cycle on many occasions. To further strengthen operations, AZI launched its in-house property management company, Managed A2Z, in 2023. In 2024, the firm expanded its vertical integration with Statera, an affiliated design, materials, and renovation company that manages capital improvement projects across the portfolio. Today, AZI owns and manages 14 properties totaling 238 units and has built its systems, team, and infrastructure to continue its growth into the future. With a strong focus on technology, process optimization, and operational efficiency, AZI operates its portfolio at a level that is highly competitive within its markets. Key Responsibilities Acquisitions Source and evaluate multifamily acquisition opportunities Underwrite deals and work in financial models Review offering memorandums, rent rolls, and T-12 financials Conduct market research and rent comps analysis Assist with writing and submitting offers and LOIs Support due diligence and deal execution Asset Management Track financial and operational performance of the portfolio Assist with budgets, forecasts, and variance analysis Support capital improvement execution Assist with refinance and exit preparation Property Operations & Leasing Support day-to-day property operations Coordinate internally and with external vendors to complete repairs and maintenance Assist with lease renewals and new leases, including prospect communication, tours, applications, and move-ins Ensure resident satisfaction - the company's top priority Systems & Process Improvement Work within AppFolio and internal systems Assist with reporting, dashboards, and documentation Identify opportunities to improve workflows and operational efficiency Qualifications Required Strong interest in real estate investment and operations Superior organizational and communication skills Ability to manage multiple priorities in a fast-paced environment High level of ownership, accountability, and attention to detail Comfort working with spreadsheets, numbers, and basic financial analysis Personal mode of transportation to travel between properties Active California real estate license OR eligibility to sit for the real estate licensing exam Preferred (Not Required) Bachelor's or Master's degree in Real Estate, Finance, Business, Economics, or a related field Experience in real estate, property management, or finance Exposure to underwriting or financial modeling Familiarity with AppFolio or similar property management software Spanish-speaking Relevant experience or demonstrated interest in real estate investment and operations will be considered in lieu of formal education. Growth & Development This role is designed with a clear growth path. High performers will have the opportunity to take on increased responsibility in acquisitions and asset management and grow into Acquisitions Associate, Asset Manager, or Corporate Operations roles. Additional Information Candidates may be asked to complete a brief exercise related to underwriting, operations, or deal evaluation. Compensation: This is a non-exempt position with a target starting salary of $50,000-$60,000, depending on experience. Location: San Diego - Little Italy / Work to be completed in the office and on-site at the properties. Employment Type: Full Time

A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. To read more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr

Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Are you currently involved in technology sales, marketing, engineering, or procurement, but have always been interested in finance and looking to do something new? Join Wedbush's premier sell-side equity research team as an Equity Research Associate covering the hardware sector (preference for experience in networking, optics, power, or semi-cap equipment). This position represents an opportunity for you to take your industry expertise and technical knowledge and learn from industry-recognized research professionals, how to successfully apply your learnings and industry expertise in a finance role that will see you advising some of the world's largest hedge funds and mutual funds on technology trends and investments. What You'll Do As a key contributor to our semiconductors/hardware research team, you will deliver critical analysis that shapes institutional investment strategies: * Provide in-depth company analysis covering financials, competitive positioning, and growth trajectories * Develop and maintain sophisticated, detailed financial models that forecast company performance and valuation * Collect and analyze sector data, develop comprehensive databases, and identify emerging trends across the semiconductor and hardware landscape * Write and publish timely research notes and reports that inform institutional investor decisions * Support existing coverage while contributing to new company initiations and sector deep-dives * Interface directly with C-suite executives and IR teams at leading technology companies * Articulate clear, actionable investment views to our internal sales force and institutional client base * Perform other tasks and duties as required and assigned Why Wedbush? * Analyze the semiconductor and hardware companies driving AI, optical hardware, cloud computing, mobile innovation, and next-generation technologies * Work with seasoned professionals who are recognized thought leaders in technology research * Gain visibility with institutional investors and corporate management teams * Develop expertise in one of the market's most dynamic and influential sectors * Contribute research that moves markets and shapes investment decisions Experience and Skills * Bachelor's degree from an accredited university. * 1-3 years of industry experience in the technology industry; preferably in the networking or optical hardware space, but anywhere in the semiconductor or semi-cap equipment fields could be applicable * Good understanding of your area of technological expertise and a network of customers, peers, suppliers you can keep in touch with to identify industry trends. * Strong written and verbal communication abilities * Proven capacity to maintain accuracy in a fast-paced, deadline-driven environment * Self-starter who excels both independently and collaboratively, with ability to prioritize effectively with minimal direction * Solid work ethic, positive attitude, and genuine passion for technology and markets What We Offer What Wedbush Offers You As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture. * Comprehensive medical, dental, and vision coverage with multiple health plan options * Health Savings Account (HSA) with company-sponsored contributions * Flexible Spending Accounts (FSA) traditional and dependent care * Pre-Tax Commuter Benefits * 401(k) Plan: competitive discretionary company matching and profit-sharing contributions * Tuition reimbursement ($5,250 max per year) * Paid Vacation, Sick Time, Holidays, Volunteer Time Off * Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc. * FINRA and Professional License Sponsorship * Charitable Donation Matching Contributions * Travel & Employee Assistance and Employee Discount Programs * Discretionary compensation based on the colleague's and the firm's performance The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $100,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed. Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here **************************************************** This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank. ESSENTIAL FUNCTIONS Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed. Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests. Ensure that all department policies and procedures are updated in a timely manner. Represent the Bank and CRA team at various community events and bank sponsored events. Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment. Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings. Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings. Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations. Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity. Maintain current information for the Intranet, Public File, Bulletin, forms and charts. Assist with CRA activity performance tracking in other areas as needed. Complete assigned training courses in a timely manner. QUALIFICATIONS Education: Bachelor's degree is preferable in Business, Accounting, or Finance. Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred. Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities. OTHER DETAILS $33.65 - $48.08 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Cash Management Officer (CMO) is an onsite position and does not have remote opportunities. The Cash Management Officer (CMO) will be responsible for the sales, implementation, delivery and servicing of all cash management products and services. They will also meet with prospective and existing clients regarding new accounts and cash management products and services, and assist Client Relationship Managers, Business Development Officers, and other Bank personnel with outside sales calls. This includes visiting existing and potential clients at their place of business. Daily activities include outside sales calls, assisting clients with establishing the various cash management products and services and assisting clients with a variety of needs related to online banking, remote deposit capture, positive pay, ACH origination, and other services. This position will be responsible for ensuring that all effective cross-selling techniques are applied to every client interaction. This position will be responsible for providing training, guidance, and support to cash management clients both in person and in a virtual environment. The CMO will ensure that clients know all the feature functionality of our cash management and electronic banking services, and can perform all the duties and responsibilities associated with those services. The CMO will help support the Cash Management Manager in audits and exams, as well as assisting management in obtaining Satisfactory ratings. Other projects and duties will be assigned over time. The CMO performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Some college or equivalent training. Bachelor's Degree in business or related field preferred. Required Knowledge: Extensive knowledge of cash management services and related systems, as well as banking and deposit operations, procedures, and related compliance. Experience Required: Minimum of 3 years' related experience in a similar role at another financial institution. Skills/Abilities: Excellent communication skills. Professional appearance, dress and attitude. Strong computer skills. Good math skills. Ability to use Microsoft Office software package. Ability to operate related computer hardware and other business equipment including copy machine and telephone. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

A leading investment bank in San Francisco is seeking an experienced Investment Banking Associate for its Technology financial advisory practice. The role involves financial analysis, team management, and preparing client presentations. Candidates should demonstrate strong analytical and presentation skills with a background in investment banking. Competitive compensation is offered with a salary range of $175,000 - $225,000. #J-18808-Ljbffr

KLR Executive Search Group is proud to partner with Moss Home Solutions, one of the fastest-growing real estate investment platforms in the Northeast. Moss Home Solutions is making a critical hire for 2026 and is seeking a Director of Technology & Systems to own and scale its systems infrastructure with Salesforce at the center. This is a builder's role-not a vendor management seat. The Director of Technology & Systems will be the single-threaded owner of the company's systems environment and will report directly to senior leadership. This role carries full ownership for how systems power sales, operations, marketing, reporting, and leadership decision-making. Key Responsibilities Include: Architect and own the end-to-end systems ecosystem with Salesforce as the core platform. Design and implement workflows supporting sales, operations, marketing, reporting, and finance. Serve as the internal Salesforce product owner, personally building automations, flows, integrations, dashboards, and reporting. Expand Salesforce beyond a traditional CRM into a true operating system for the business. Identify and implement high-impact automation and AI-driven solutions. Own execution from system design through rollout, training, adoption, and optimization. Begin as a hands-on individual contributor and build an internal systems and technology team over time. Manage vendors and consultants without outsourcing system ownership or strategic thinking. Qualifications: 7+ years of experience in systems, technology, or CRM leadership roles. Deep, hands-on Salesforce experience (certifications optional; capability mandatory). Proven ability to build scalable systems in fast-growing, founder-led environments. Builder mentality with urgency, ownership, and bias toward execution. Comfortable operating in ambiguity and creating structure where little exists. Compensation & Benefits: Base salary range of $165,000-$180,000. Bonus opportunity of up to 20%, tied to execution, adoption, and business impact. Comprehensive benefits package. In-person role based in Seekonk, MA, with some flexibility.

A leading fintech company is looking for a Senior Specialist in Solutions Engineering based in San Francisco. This client-facing role acts as a key technical expert for enterprise merchants, bridging the payments platform with business needs. Ideal candidates have over 2 years of industry experience, strong analytical skills, and proficiency in REST/JSON APIs. The position offers a hybrid working model and is an opportunity to thrive in a fast-paced environment and deliver impactful solutions. #J-18808-Ljbffr

A nonprofit organization in California is seeking a Nonprofit Canvass Director to lead grassroots fundraising efforts for public media. This pivotal role requires strong leadership skills and a passion for community engagement. The successful candidate will manage a team, train staff, and ensure fundraising targets are met. Competitive pay of $24.00 per hour and comprehensive benefits are offered, including healthcare and 401(k). #J-18808-Ljbffr

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $19 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview The primary responsibility for this position is the preparation and timely filing of federal and state individual and fiduciary income tax returns, charitable returns, and tax estimates of the highest complexity, including the gathering and analysis of all information needed to complete these returns and to determine the lowest lawful tax burden for the client. The incumbent also prepares and timely files other related tax returns, tax estimates and tax information documents, and performs calculations of the highest complexity of various tax scenarios to assist and work with both clients and the lawyers with strategic tax planning. Responsibilities * Prepares and timely files federal and state individual and fiduciary income tax returns of the highest complexity as assigned by the Manager of Tax Services ("Manager"), including quarterly federal and state tax estimates as required. * Prepares and timely files required tax returns and estimates or withholding as applicable for non-profit organizations, non-resident alien trust beneficiaries and other return preparation assignments as determined by the Manager. * Prepares and timely files federal gift tax returns and performs gift tax planning projections as requested by the lawyers and as assigned by the Manager. * Performs federal and state income tax projections and planning to assist the lawyers in strategic tax planning for clients as assigned by the Manager. * Analyzes trusts and other documents to determine the tax return requirements for related accounts as assigned by the Manager. * Reviews tax returns and other work product prepared by other tax accountants as assigned by the Manager and reports to the Manager regarding the accuracy of the work product reviewed. * Prepares for review by the Manager or designee, amended returns, claims for refunds and applications for abatement as needed to determine the proper tax liability for accounts assigned to the incumbent. Reviews said documents when prepared by other income tax accountants, as assigned by the Manager. * Conducts and participates in audits of a client's tax return(s) with federal and state tax authorities of any tax returns prepared by the incumbent, or an income tax accountant. Keeps Manager and all parties apprised of the process and consults with Manager and lawyers as appropriate. * Serves as mentor to income tax accountants and provides consultative and interpretative support to other tax accountants within Tax Services on tax and technical support matters. * Confers with and assists the Manager and Director in formulating and drafting appropriate policies and procedures. * Executes other duties assigned by the Manager which are consistent with the objective of delivering timely and accurate tax administration services to our clients. Education, Experience and Qualifications * A bachelor's degree or equivalent in a business-related discipline is required, with a degree in accounting preferred. An advanced degree is taxation is preferred. * Minimum of three (3) to five (5) years of experience in preparation of sophisticated individual and fiduciary income tax returns is required, with at least one (1) year of direct fiduciary tax experience in a law firm, accounting firm or bank trust department preferred. * Working knowledge of tax preparation software systems is required. * Familiarity with standard office practices and personal computer software, such as Word and Excel is required. * Ability to interact effectively with all levels of personnel, including management staff and support staff. * Ability to interact professionally and effectively with clients, both internal and external. * Ability to be a proactive, self-starter, who understands the details within a much larger context. * Must be flexible in order to respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines and handle multiple, detailed tasks. * Able to work in a collaborative style and environment. * Must be team-oriented and able to share information, goals, opportunities, successes and failures with the appropriate parties. * Ability to plan, organize and carry out multiple related activities. * Ability to work in a multi-office environment. * Ability to influence at all levels of the organization. * Ability to work effectively in a culturally and educationally diverse environment. * Must pay attention to details and have the ability to follow up and follow through. Compensation The anticipated base salary range for this position is $100,000 - $130,000. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers. Please Note: We are not accepting agency or third-party submissions for this role.