Post job

Ascensus jobs in Salt Lake City, UT

- 104533 jobs
  • Software Support Engineer

    Ascensus 4.3company rating

    Ascensus job in Salt Lake City, UT

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. As a Software Engineer at Ascensus, you will be part of a high-energy, collaborative team focused on delivering innovative software solutions using modern engineering practices - including unit testing, source control, continuous integration, automation, and design patterns. In this role, you will leverage your expertise in C# and the .NET framework to design, develop, and maintain scalable applications, including customized extensions for content capture and storage platforms such as Kofax. You will also be responsible for modernizing legacy systems, including the migration of VB6 applications to .NET 4.5+. Passion for quality code, technical excellence, and continuous improvement is essential. You'll be part of an agile team empowered to solve complex business challenges through automation, efficiency, and rapid delivery pipelines. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and handling all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Demonstrate Ascensus' Core Values - People Matter, Quality First, and Integrity Always - in all daily actions, fostering our I-Client service philosophy. * Translate application storyboards and use cases into functional, scalable, and maintainable software solutions. * Design, develop, test, document, and maintain efficient .NET applications using C#, ASP.NET, and related frameworks. * Develop custom extensions and enhancements for Kofax applications to improve content capture and document processing. * Identify, design, and implement solutions to improve application performance, scalability, and responsiveness. * Diagnose and resolve production issues in a timely manner in accordance with Service Level Agreements (SLAs). * Participate in the full Software Development Life Cycle (SDLC), including requirement gathering, architecture design, implementation, testing, deployment, and support. * Support people and process improvement strategies for the organization. * Migrate and modernize legacy systems, including VB6 to .NET 4.5+ conversions. * Develop and consume web services (REST/SOAP) and integrate them with existing applications. * Collaborate closely with other developers, QA engineers, DevOps, and support teams to ensure smooth deployment and continuous operation. * Apply automation, continuous integration, and deployment (CI/CD) practices to streamline releases. * Utilize AI tools to automate workflows, enhance productivity, and integrate intelligent features in application development. * Leverage containerization tools such as Docker or Kubernetes to support scalable deployment architectures. * Engage in design discussions with both technical and non-technical stakeholders. * Assist in estimating, sprint planning, and Agile ceremonies as part of a Scrum team. * Perform other related duties and projects as assigned. Section 3: Experience, Skills, and Knowledge Requirements * Education & Experience: * 3+ years of professional software development experience in small to medium-scale business environments. * Hands-on experience developing and maintaining .NET applications in C# for at least 3 years. * Experience with Kofax Capture or similar content capture systems preferred. * Experience modernizing and migrating VB6 or other legacy applications to .NET 4.5+. * Technical Skills: * Proficiency in C#, ASP.NET, .NET Framework 4.5+, and related technologies. * Strong understanding of Object-Oriented Programming (OOP) and design principles (S.O.L.I.D., cohesion, coupling, design patterns). * Experience with Microsoft SQL Server or Oracle databases; ability to design efficient schemas and stored procedures. * Proficient in XML, JSON, and HTML5. * Familiarity with Services-Oriented Architecture (SOA) and RESTful APIs. * Experience with containerization (Docker, Kubernetes) and CI/CD tools (Azure DevOps, Jenkins, or similar). * Understanding of web technologies such as HTTP, proxies, and Apache/Nginx. * Experience with version control systems (Git preferred). * Knowledge of concurrency patterns and multi-threaded programming in C#. * Familiarity with open-source development practices. * Experience with Python, JavaScript, jQuery, or Knockout.js is a plus. * Professional Attributes: * Strong analytical and problem-solving skills. * Excellent communication and collaboration abilities. * Demonstrated ability to write clean, efficient, maintainable, and reusable code. * Passion for software development, innovation, and continuous learning. * Familiarity with Agile/Scrum methodologies and practices (e.g., test-driven development, continuous integration). Supervision * None. Works under minimal supervision while collaborating across teams and departments. The national average salary range for this role is 100-120k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $70k-88k yearly est. 38d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Queensbury, NY job

    This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Primary Therapist

    Rosewood 4.6company rating

    Wickenburg, AZ job

    We save lives while providing the opportunity for people to realize their healthy selves.: Primary Therapist Monte Nido Rosewood Wickenburg, Arizona At Monte Nido Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate, warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs. We are seeking a Primary Therapist to join our multi-disciplinary treatment team. Schedule Options: 4 10-hour shifts or 5 8-hour shifts #LI-ONSITE Total Rewards:: Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing: Competitive compensation Medical, dental, and vision insurance coverage (Benefits At a Glance) Retirement Company-paid life insurance, AD&D, and short-term disability Employee Assistance Program (EAP) Flexible Spending Account (FSA) Health Savings Account (HSA) Paid time off Professional development And many more! We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Responsibilities Include:: Providing individual, group, and family therapy Serving as liaison with families and outpatient providers Interact with insurance companies for pre-certification and utilization management Participating in discharge and aftercare planning Therapeutic meal support, while modeling a healthy relationship with food Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities Qualifications:: Master's degree in clinical counseling or related discipline, at minimum State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC) Prior experience with eating disorders and higher levels of care is helpful Knowledge of diversity, equity and inclusion practices #Rosewood
    $40k-58k yearly est. Auto-Apply 4d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Mountain Lakes, NJ job

    This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Primary Therapist

    Rosewood 4.6company rating

    Scottsdale, AZ job

    We save lives while providing the opportunity for people to realize their healthy selves.: Primary Therapist Monte Nido Rosewood Scottsdale Scottsdale, AZ At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs. We are seeking a full-time Primary Therapist to join our multi-disciplinary treatment team. Anticipated schedule is Tuesday-Saturday #LI-ONSITE Total Rewards:: Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing: Competitive compensation Medical, dental, and vision insurance coverage (Benefits At a Glance) Retirement Company-paid life insurance, AD&D, and short-term disability Employee Assistance Program (EAP) Flexible Spending Account (FSA) Health Savings Account (HSA) Paid time off Professional development And many more! We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Responsibilities Include:: Providing individual, group, and family therapy Serving as liaison with families and outpatient providers Interact with insurance companies for pre-certification and utilization management Participating in discharge and aftercare planning Therapeutic meal support, while modeling a healthy relationship with food Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities Qualifications:: Master's degree in clinical counseling or related discipline, at minimum State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC) Prior experience with eating disorders and higher levels of care is helpful Knowledge of diversity, equity and inclusion practices #Rosewood
    $39k-57k yearly est. Auto-Apply 5d ago
  • VP, Member Recovery

    Lendingclub 4.6company rating

    Lehi, UT job

    Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the RoleWe are looking for a results-driven and strategic VP, Member Recovery (Collections Operations) to lead our collections and post charge-off recovery efforts within the personal loans business unit. In this leadership role, you will focus on optimizing recovery strategies, managing collections processes, and driving performance improvements in the later stages of debt recovery, including the implementation of debit sales strategies. You will have extensive experience in collections management, a strong understanding of regulatory compliance, and a proven track record in achieving recovery targets.What You'll Do Develop and execute comprehensive pre and post charge-off recovery strategies to maximize collections on charged-off personal loans Oversee the implementation of debt sale programs, including the evaluation of third-party buyers and negotiation of terms to optimize recovery outcomes Lead and mentor a high-performing collections team, fostering a culture of accountability and continuous improvement Develop talent through regular assessments, coaching, and training to enhance effectiveness in debt recovery while ensuring exceptional customer service and adherence to KPIs and SLAs Lead a function of ~150 FTE in-house hourly associates with multiple direct reports, along with an off-shore partner site of ~50 hourly associates Establish and track key performance indicators (KPIs) to measure the effectiveness of recovery efforts and proactively adjust strategies as needed Prepare and present regular reports to senior management on recovery performance, challenges, and opportunities Collaborate with cross-functional teams, including legal, compliance, people success, and finance, to enhance recovery processes and minimize losses Maintain open lines of communication with external partners and vendors involved in debt recovery and sales Stay informed about industry trends, competitor practices, and market conditions to effectively position the organization's recovery strategies. Continuously refine strategies based on new data and evolving conditions Leverage data analytics and changing technology (i.e. AI) to identify opportunities for improvement and innovation in recovery methods Ensure all collections activities comply with applicable federal, state, and local regulations, including Fair Debt Collection Practices Act (FDCPA) and other relevant guidelines Identify risks within the recovery process and implement measures to mitigate them Ensure that all collection practices adhere to the TCPA regulations, which govern how and when consumers can be contacted by phone. This includes understanding the rules around auto-dialers, text, chat and pre-recorded messages, and obtaining prior consent Oversee interactions with consumers, ensuring that the communication is respectful and compliant with legal standards. Address any consumer complaints related to collection practices About You 15+ years of experience in early-stage collections management, with at least 5 years in a leadership role focused on post charge-off recovery within financial services 10+ years relevant management experience managing a team in collections, accounts receivables or a related area Proven expertise in developing and implementing effective collections strategies, including debt sales Strong analytical skills with the ability to interpret data and make informed decisions and recommendations Strong leadership skills with a passion to engage and inspire individuals to achieve greater success Excellent communication and interpersonal skills, with the ability to influence and drive change across the organization Effective organizational skills and ability to manage multiple projects in parallel Experience with multi-channel Collections tools including outbound dialer, SMS, and e-mail Knowledge of Collections contact center tools (ACD, IVR, Speech Analytics, Call Back Solutions, etc) Thorough understanding of regulatory compliance related to debt collection practices Work Location Lehi The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. Time Zone Requirements Primarily MT While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. Travel Requirements As needed travel to LendingClub offices and/or other locations, as needed. Compensation The target base salary range for this position is 240,000-270,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-HB1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
    $118k-182k yearly est. Auto-Apply 21d ago
  • Sr FCC Investigations Analyst

    Lendingclub 4.6company rating

    Lehi, UT job

    Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the RoleWe are looking for a Sr FCC Investigation Analyst to support the Bank's AML Program. In this role, you will support various AML processes including, but not limited to, transaction monitoring alerts and case investigations, suspicious activity reporting, currency transaction reporting, sanctions (e.g., Office of Foreign Assets Control (OFAC)) alert reviews and non-sanctions (e.g., negative news and Politically Exposed Persons (PEPs)) alert reviews, and enhanced due diligence reviews. You will be responsible for reviewing and dispositioning alerts/cases by conducting research, documenting the cases/reviews, providing initial recommendations, and organizing and maintaining supporting documentation.What You'll Do Perform first and second level review, analysis, and dispositioning of alerts and cases resulting from the automated transaction monitoring system, internally escalated referrals, law enforcement requests (e.g., 314(a) and subpoenas), adverse media, and 314(b) Produce complete and well-reasoned investigations that incorporate evidence from the Bank's internal systems, the internet, and commercial databases Assess and analyze research results and conduct data analysis applying background knowledge and experience Draft and submit regulatory filings, including suspicious activity reports, currency transaction reports and continuing activity reports Review and disposition sanctions/non-sanctions alerts Identify trends/patterns, considering product and process impacts and report to Manager/Sr. Manager, FIU Determine investigative and data analytics approach, apply sound decision-making and discretion in making independent decisions that mitigate potential money laundering, fraud, and/or terrorist financing risk at each decision point throughout the investigation Conduct enhanced due diligence investigations of high-risk customers to identify activity that may not align with the customer due diligence profile Collaborate on ad-hoc projects or special assignments as determined by business needs Maintain current understanding of money laundering and terrorist financing issues, including policies and procedures, regulations, industry best practices/standards, money laundering/terrorist financing typologies and developing trends Perform all assigned duties in full compliance with regulatory requirements, risk management framework, and in accordance with internal policies and procedures About You 2+ years in an AML, fraud, or financial crimes compliance role within a financial institution or financial services firm, Bachelor's degree in a related field; or equivalent work experience Demonstrated knowledge of investigative techniques and best practices Proficient knowledge of laws applicable to money laundering, including BSA, the USA PATRIOT Act, Financial Crimes Enforcement Network (FinCEN) requirements, SAR requirements, and OFAC regulations CAMS or other AML certification preferred Ability to make decisions independently using sound judgment and work well under pressure Curiosity and drive to identify root causes; an investigative mindset that is supported by excellent research skills Excellent writing, analytical, decision making/problem solving and communication skills Ability to multi-task, remain organized and complete assignments in a timely fashion Prior experience preparing Suspicious Activity Reports and Enhanced Due Diligence Reviews required Experience with SQL and AI fundamentals preferred Work Location San Francisco, Lehi, New York The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. Time Zone Requirements Local hours (PT, MT, ET) While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. Travel Requirements As needed travel to LendingClub offices and/or other locations, as needed. Compensation The target base salary range for this position is 66,000-103,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-AH1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
    $97k-121k yearly est. Auto-Apply 4d ago
  • ECO Data and Technology Manager

    Lending Club 4.6company rating

    Lehi, UT job

    Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the Role LendingClub Bank's Enterprise Compliance Organization (ECO), as part of the Enterprise Risk Management, is responsible for maintaining an effective regulatory compliance, BSA/AML and sanctions compliance programs, including developing and supporting a strong system of controls. The team coordinates day-to-day implementation of these efforts, including developing appropriate policies and procedures designed to assist the business units in conducting appropriate due diligence to detect, prevent, and report potentially suspicious activity. We are seeking a ECO Data & Technology Manager. This position is responsible for supporting the administration ECO's strategy for technology. This includes designing and managing technology strategy and projects involving Know-Your-Customer (KYC) programs, anti-money laundering (AML), sanctions and watchlist screening, and investigative tools; coordinating and managing all data and technology requirements for the regulatory compliance program. What You'll Do * Collaborate with Enterprise PMO and Engineering teams to define and manage the ECO technology project inventory which aligns with ECO objectives and Bank-wide strategies * Serve as the primary point of contact for Compliance projects including BSA/AML, sanctions and regulatory compliance technology requirements, across the business lines * Project manage and execute the ECO technology projects, gather requirements from stakeholders and write BRD requirements, develop test plans and coordinate implementation of the projects. * Support regulatory compliance and FCC teams in planning and execution of technology projects aligning to the roadmap * Provide implementation support, guidance, and/or expertise on new products or systems to help facilitate the execution and improvements of the firm's Program * Perform daily, weekly and monthly data reporting and reconciliations as needed to support the Data and Technology Teams * Manage technology-related risks for compliance technology controls * Identify opportunities for improvement in existing systems, operations, and processes in partnership with the FCC and regulatory compliance teams About You * 3+ years of experience in AML, Compliance, Audit or Risk Management capacity and/or regulatory compliance technology at a regulated (OCC, FRB) financial institution * Bachelor's degree or higher in a related field; or equivalent work experience * Experience and knowledge of regulatory compliance and BSA/AML laws and regulations, including but not limited to the Bank Secrecy Act, the USA PATRIOT Act, and OFAC/sanctions requirements * Experience in implementing data and technology solutions (e.g., automated compliance monitoring, GRC systems, transaction monitoring, systems, case management platforms, watchlist screening, customer risk rating, FCC reporting) * Strong communication skills and ability to partner with supporting organizations such as EPMO, Product and Engineering. Ability to drive change while navigating multiple high and sometimes competing priorities * Well organized to manage and oversee project inventory, experience in writing BRD requirements and collaborating with ECO project sponsors to deliver results * Experience overseeing technology implementations and enhancements * Strong verbal, written communication, and presentation skills with strong interpersonal skills to successfully influence strategic initiatives at all organizational levels Work Location San Francisco, Lehi, or New York City The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. Time Zone Requirements Local Time Zone While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. Travel Requirements As needed travel to LendingClub offices and/or other locations, as needed. Compensation The target base salary range for this position is 82,000-125,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-AW1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
    $96k-131k yearly est. Auto-Apply 21d ago
  • VP, Collections Strategy

    Lending Club 4.6company rating

    Lehi, UT job

    Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the Role The VP of Collections Strategy will shape the enterprise vision for how we support customers through delinquency and recovery, using data, technology, and thoughtful design to drive better outcomes. In this role, you'll lead strategy across the full collections lifecycle-optimizing how we route accounts, engage customers across channels, partner with agencies, and manage recovery efforts. You'll apply advanced analytics, machine learning, and AI-driven insights to improve performance, strengthen controls, and enhance the customer experience. Success in this role requires close partnership with Operations, Product, Data Science, Technology, and Compliance to ensure our strategies are scalable, compliant, and aligned with LendingClub's mission. We're looking for a collaborative, data-driven leader who brings deep expertise in collections and credit risk, thrives in a dynamic environment, and is passionate about building solutions that create value for both our customers and the business. What You'll Do Enterprise Collections Strategy Leadership * Own the end-to-end strategy for optimizing collections performance across delinquency stages, channels, and workflows * Leverage advanced analytics, machine learning, and AI-driven decisioning to improve contact effectiveness, recovery performance, operational efficiency, and customer experience * Partner with Operations, Product, Data Science, and Compliance to ensure strategies are scalable, compliant, and aligned with enterprise objectives Delinquent Account Routing * Develop, deploy, and continuously refine routing strategies for delinquent accounts, optimizing dialer assignment, messaging cadence, segmentation, and workflow prioritization * Collaborate with modeling and data science teams to integrate ML-based scorecards, predictive models, and AI-generated risk signals into routing logic * Implement robust performance tracking, exception reporting, and real-time monitoring to ensure strategies operate as intended and deliver measurable lift * Oversee adherence to model governance standards, ensuring all models and analytical tools meet regulatory and internal risk requirements Omnichannel & Alternative Contact Strategies * Design and execute a multi-channel contact strategy encompassing SMS, letters, email, chat, digital self-service, and intelligent virtual agents * Use AI-based personalization and optimization techniques to tailor outreach cadence, channel selection, and messaging content * Build rigorous test-and-learn frameworks (A/B and multivariate) to assess incremental impact and operational implications * Partner with Operations and IT to assess feasibility, scalability, and capacity implications of new strategies Pre-Charge-Off Agency Strategy * Develop a strategic sourcing and placement model for pre-charge-off accounts, emphasizing economic efficiency and performance transparency * Drive agency selection, segmentation logic, and score-driven placement strategies using predictive analytics * Establish a controlled test vs. in-house structure to evaluate agency performance and optimize allocation * Oversee operational processes governing placement eligibility, timing, and quality controls Recovery Strategy * Define and manage a comprehensive post-charge-off recovery strategy, integrating internal recovery efforts, external agencies, litigation partners, and debt-sale evaluation * Build and maintain rigorous test-and-control programs to benchmark agency and internal team performance * Work with Operations and Compliance to implement enhanced oversight and documentation aligned with regulatory expectations (e.g., CFPB requirements) * Develop MI dashboards and vintage-level analytics to improve forecasting, reserving, and financial planning accuracy * Evaluate alternative recovery approaches (e.g., debt sale, warehousing, AI-assisted propensity models) to maximize net recoveries Collections Programs & Product Strategy * Ensure compliance and performance of key collections programs such as re-aging, settlement, hardship and payment plans, and debt management programs * Build and maintain comprehensive MI to monitor volumes, economic impact, operational performance, and customer outcomes * Implement robust exception reporting to detect deviations from program standards and collaborate with Operations to remediate issues promptly About You * 15+ years of experience in credit risk, collections strategy, or analytics within financial services * At least 5 years of leadership experience managing high-performing teams in collections strategy, A/R management, or similar analytics functions * Deep expertise in leveraging quantitative methods-including ML/AI techniques-to solve multi-dimensional business problems * Proven ability to influence cross-functionally and lead strategic change across Operations, Technology, and Risk teams * Exceptional communication skills with the ability to translate complex analytical concepts into clear, actionable recommendations for senior leadership * Strong understanding of regulatory expectations related to collections, recoveries, model governance, and customer-centric servicing * Bachelor's degree or higher in a related field; or equivalent work experience Work Location San Francisco or Lehi The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. Time Zone Requirements Local hours (PT, MT) While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. Travel Requirements As needed travel to LendingClub offices and/or other locations, as needed. Compensation The target base salary range for this position is 240,000-270,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-HB1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
    $136k-193k yearly est. Auto-Apply 7d ago
  • Sr SecOps Engineer

    Lendingclub 4.6company rating

    Lehi, UT job

    Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the RoleOur Infrastructure team (Production Operations) is made up of passionate, experienced professionals who excel at running, managing and scaling of large-scale web operations and systems administration. The team works closely with the rest of our Engineering and InfoSec organizations to ensure that the platform powering LendingClub remains reliable, performant and secure, 24x7. Within Infrastructure, the Security Operations (SecOps) team plays a critical role by bridging operations and security. As part of this team, you'll be directly responsible for building and running the tools, controls, and processes that protect LendingClub's systems and members. SecOps engineers partner closely with cloud, systems, and security architects to ensure that every layer of our infrastructure is resilient and secure by design. As a Sr SecOps Engineer, you will take an active role in designing and building the security tools and services delivering LendingClub's next generation cloud platform. You will be challenged with everything from Infrastructure Security, IAM, PAM, vulnerability management, asset management, red team efforts and more. You must be responsive, flexible, and able to succeed within an open collaborative peer environment.What You'll Do Threat Detection & Response Lead monitoring of security tools, triage alerts, and oversee timely remediation of threats and incidents Drive root cause analysis and lessons learned to strengthen defenses and improve response playbooks Vulnerability & Risk Management Own vulnerability scanning, validation, and remediation tracking across infrastructure, endpoints, and cloud environments Partner with InfoSec, Engineering, and Compliance to close systemic security gaps and improve audit readiness Identity, Access & Privileged Account Security Design, implement, and maintain Identity and Access Management (IAM) policies, roles, and least-privilege models across cloud and enterprise systems Lead deployment and operations of Privileged Access Management (PAM) solutions to secure elevated accounts and sessions Continuously assess access controls to align with Zero Trust principles and regulatory requirements Security Engineering & Automation Design, build, and maintain security tooling, automation, and integrations for detection, logging, and compliance Securely implement and manage cloud-native security controls in AWS (IAM, WAF, GuardDuty, Security Hub, KMS) Contribute to infrastructure-as-code pipelines with Terraform, Jenkins, and Git to embed security into delivery Collaboration & Compliance Support internal and external audits with evidence collection and control validation Consult with stakeholders to design corrective actions and improve security posture Mentor peers, share knowledge, and help establish LendingClub-wide security best practices About You 6+ years of experience in security operations, engineering, or related infrastructure security roles in a medium-to-large enterprise Bachelor's degree or higher in a related field; or equivalent work experience Proven expertise with vulnerability scanning tools (Qualys, Wiz, Orca, Upwind) and EDR platforms (Crowdstrike, Tanium, SentinelOne, etc.) Strong knowledge of AWS security services (IAM, GuardDuty, Security Hub, WAF, KMS, VPC security) Hands-on experience with SIEM & logging platforms (Splunk, ELK, CloudWatch, Kibana) Proficiency in automation & scripting (Python, Bash, Go, PowerShell); experience with IaC (Terraform, Ansible, CloudFormation) is a MUST Solid understanding of Windows & Linux architectures and security hardening baselines (CIS, STIGs) Familiarity with security tools (Kali, Nmap, Wireshark) and adversary techniques (exploitation, lateral movement, privilege escalation) Strong written and verbal communication; able to present technical findings to both engineers and executives Security certifications (CISSP, GSEC, CEH, OSCP) a plus Work Location San Francisco, Lehi The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. Time Zone Requirements Local hours (PT, MT) While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. Travel Requirements As needed travel to LendingClub offices and/or other locations, as needed. Compensation The target base salary range for this position is 157,000-200,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-BC1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
    $100k-130k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Port Jervis, NY job

    This job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 2d ago
  • Sr Finance Manager

    Lendingclub 4.6company rating

    Lehi, UT job

    Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the RoleThis role is an exciting opportunity to join a fast-paced, high-growth, and collaborative business unit finance team. We're looking for a seasoned finance professional who can provide financial and strategic decision support for one or more of our Consumer Lending, Banking, or Operations business units. As a Sr Finance Manager, you will partner closely with business and finance leaders to deliver analytics, planning, and reporting that drive performance across our financial services lines of business. You will play a critical role in shaping insights, optimizing outcomes, and enabling the business to move decisively. The ideal candidate is commercially oriented, analytically minded, technologically savvy, and an exceptional communicator - someone who thrives in a dynamic environment and enjoys working with teams across diverse functions.What You'll Do Lead and independently manage all aspects of end-to-end financial planning, budgeting, and performance management for one or more business lines Guide and facilitate long-range planning efforts, contributing to the development of business unit strategy Lead ad-hoc analysis and execution for finance and business leadership, focused on growth, profitability, and operational efficiency Support company-wide initiatives including Board of Directors materials, earnings preparation, and regulatory exam deliverables Build financial models and contribute to due diligence for M&A and strategic partnership opportunities Perform variance analysis and deliver month-end, quarter-end, and other FP&A reporting About You 6+ years of experience in FP&A or Strategic Finance within banking, financial services, or technology Bachelor's degree or higher in Finance, Accounting, Economics, or a related field; or equivalent work experience Strong problem-solving, analytical, quantitative, and critical-thinking skills Ability to build strong cross-functional partnerships and influence decisions with data-driven insights Excellent written and verbal communication skills, with the ability to challenge stakeholders constructively Self-starter with the ability to work independently and thrive in a fast-paced, collaborative environment Naturally curious, with a track record of driving results and continuous improvement Advanced Excel modeling and PowerPoint skills Strategic thinker with strong financial modeling capabilities Experience with financial systems; Anaplan experience a plus Familiarity with Tableau and SQL a plus M&A or corporate development experience a plus Experienced 2026 MBA graduates welcome to apply! Work Location Lehi or San Francisco The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. Time Zone Requirements Local hours (MT, PT) While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. Travel Requirements As needed travel to LendingClub offices and/or other locations, as needed. Compensation The target base salary range for this position is 101,000-150,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-BC1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
    $86k-118k yearly est. Auto-Apply 4d ago
  • People Success (HR) Operations Coordinator

    Lendingclub 4.6company rating

    Lehi, UT job

    Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the RoleThe People Success Operations Coordinator will provide support for all core human resource operations, with a primary focus on the contingent worker population. This role requires strong attention to detail, and the ability to follow established procedures, while executing HR processes with the utmost confidentiality. The People Success Operations Coordinator executes routine tasks mainly across the contingent worker lifecycle including, but not limited to, onboarding, system access, contract extensions and off-boarding. Working with cross-functional teams, the coordinator follows established protocols to ensure compliance with Federal, State, and City regulations.What You'll Do Coordinate contingent worker engagement setup and updates in Workday, including validating onboarding requests to ensure compliance with internal controls, process, and policy Escalate requests that fall outside of policy Support data integrity across HR systems, including conducting monthly SOX audits Support pre and post onboarding logistics as applicable (provisioning coordination, equipment requests, badges) Execute and monitor lifecycle transactions (engagement extensions, manager/scope updates, early terminations, offboarding) and propose incremental process improvements Build and maintain effective working relationships with internal and external stakeholders to ensure smooth operations Respond to inquiries from hiring managers, vendors, and contingent workers, applying program and policy knowledge to provide accurate and timely solutions Additional Support as Needed Present New Hire Orientation sessions, managing logistics, setup, and participant tracking Follow control measures for compensation administration, including validation protocols for one-time payments and severance calculations Evaluate and respond to employee inquiries and external agency requests, applying People Operations knowledge to provide accurate and timely solutions About You 1-2 years of experience in administration, HR/People Operations, staffing/vendor coordination, or procurement operations; bachelor's degree in a related field or equivalent experience Proficiency in Excel (basic formulas, VLOOKUP, pivot tables, data entry) and Microsoft Office Suite is required Demonstrated ability to follow directions and established procedures with strong attention to detail and accuracy Experience with HRIS systems, such as Workday, ADP, or similar platforms (e.g., ADP, JIRA or similar) is preferred Excellent written and verbal communication skills, with the ability to interact effectively with managers and cross-functional partners Highly organized and detail-oriented; able to manage multiple tasks and shifting priorities Trusted with confidential information, maintaining appropriate controls and discretion Familiarity with HR/contingent workforce processes is a plus Proactive problem solver who anticipates needs and proposes practical, incremental improvements Work Location Lehi The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. Time Zone Requirements Primarily MT Travel Requirements If you need to travel for work, LendingClub will cover your travel related expenses. Compensation The target base salary range for this position is $20-24/hr. The base pay of the role will be determined by job-related knowledge, experience, education, skills, and location. We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-AW1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
    $20-24 hourly Auto-Apply 28d ago
  • Primary Therapist

    Rosewood 4.6company rating

    Tempe, AZ job

    We save lives while providing the opportunity for people to realize their healthy selves.: Primary Therapist Monte Nido Rosewood Scottsdale and Tempe Scottsdale and Tempe, AZ At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs. We are seeking a per diem Primary Therapist to join our multi-disciplinary treatment team. This position with support on an on-call as needed basis and be required to work at our Day Treatment PHP/IOP program in Tempe and our adolescent residential program in Scottsdale. #LI-ONSITE Total Rewards:: We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Responsibilities Include:: Providing individual, group, and family therapy Serving as liaison with families and outpatient providers Interact with insurance companies for pre-certification and utilization management Participating in discharge and aftercare planning Therapeutic meal support, while modeling a healthy relationship with food Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities Qualifications:: Master's degree in clinical counseling or related discipline, at minimum State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC) Prior experience with eating disorders and higher levels of care is helpful Knowledge of diversity, equity and inclusion practices #Rosewood
    $39k-57k yearly est. Auto-Apply 5d ago
  • Lead Auditor

    Lending Club 4.6company rating

    Lehi, UT job

    Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the Role Reporting to the Audit Committee of the Board of Directors, LendingClub Internal Audit (LCIA) provides independent, objective assurance and consulting services. As a business partner, LCIA helps the Company accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes. Given the growth of the organization and increasing expectations of the internal audit function, we are looking to expand our team. We seek an objective, highly skilled Lead Auditor who will thrive in a fast-paced environment and adapt easily to change. In this role, the candidate will bring internal audit and financial services experiences to deliver audit assurance and to help innovate the function's methods, tools, and assurance capabilities. What You'll Do * Develop relationships with business and technology partners and be a trusted risk advisor * Ability to lead day to day execution of less risky or complex audits in accordance with standards and expectations set forth in the Internal Audit Charter, Manual and Methodology * Ability to develop and execute audit procedures on more risky or complex audits * Develop and execute data analytics techniques to drive efficient and impactful assurance * Draft audit reports and communicate audit results in an objective and unbiased manner to all levels of management * Validate or review final issue remediation actions. * Effectively coach, guide, and mentor audit team members throughout the audit process * Build institutional knowledge of products, systems, and processes; and stay current industry trends and emerging risks About You * 3+ years of Internal Audit or related experience, and bachelor's degree in a related field; or equivalent experience * Ability to obtain or currently hold one or more of the following certifications: CIA, CISA, CPA, CAMS, or CRCM * Knowledge of banking/financial services, including familiarity with consumer protection rules/regulations and operational risks * Ability to execute organize, multi-task, and prioritize work * Ability to work effectively in a team environment and across all organizational levels * Excellent analytical, verbal and written communication and exceptional interpersonal skills. * Ability to work in a rapidly changing environment and adaptive to change very quickly. * Can exercise judgment within defined procedures and practices to determine appropriate action * Applies learned techniques and contributes to analysis and investigation to solve problems Work Location San Francisco, Lehi We are currently working a hybrid schedule and our teams are in-office Tuesdays, Wednesdays, and Thursdays. Time Zone Requirements Local hours (PT, MT) Travel Requirements If you need to travel for work, LendingClub will cover your travel related expenses. Compensation The target base salary range for this position is 82,000-125,000. The position is also eligible to receive a bonus (which is based on company performance, employee performance and eligible earnings), equity, and benefits. Our salary ranges, other compensation and benefits offered are determined by role, experience level and location. We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-AW1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
    $72k-96k yearly est. Auto-Apply 45d ago
  • Sr KYC Analyst

    Lending Club 4.6company rating

    Lehi, UT job

    Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the Role LendingClub Bank's Financial Crimes Compliance (FCC) team, as part of the broader Enterprise Risk Management department, manages the Bank's BSA/AML, KYC, and Sanctions compliance programs. The team develops and supports strong controls to prevent the Bank from being used for money laundering, terrorist financing, sanctions violations, or other illicit activity. The FCC KYC and Sanctions team leads the day-to-day execution of these efforts-creating and maintaining policies, procedures, and processes that help business units gather customer information, perform due diligence during onboarding and throughout client relationships, and ensure ongoing sanctions compliance across the Bank. We're looking for a Senior KYC Analyst to join this team and support the onboarding and continuous review of our institutional investor relationships, as well as the Bank's broader deposit and lending relationships. This is a great opportunity for someone with KYC or onboarding experience at a global investment bank who's ready to bring their training and precision into a fast-moving fintech. You'll apply the rigor of traditional banking to help build efficient, scalable, tech-driven compliance processes. What You'll Do * Serve as the primary point of contact for KYC inquiries, providing accurate and timely guidance to internal stakeholders * Perform deep-dive KYC reviews for new and existing institutional investors with a focus on comprehensive document validation, beneficial ownership analysis, and control structure mapping * Draft Enhanced Due Diligence (EDD) memos for higher-risk relationships, summarizing key findings, risk factors, and recommended actions for management approval * Evaluate client profiles against risk frameworks to identify and escalate high-risk accounts or activities that may require enhanced due diligence * Confirm client identities by validating official documents, proof of identity and address, and corporate registration papers * Maintain organized, audit-ready records of all KYC actions and documentation * Review and certify client files in line with internal and regulatory standards, ensuring compliance with BSA/AML and OFAC requirements * Understand key systems used within the Bank to execute components of the KYC and Sanctions Program, and support alert adjudication and escalation of potentially restricted customers or transactions when needed * Contribute to process improvements that enhance efficiency, accuracy, and overall compliance quality * Serve as a subject matter expert on KYC and regulatory requirements, supporting audits, compliance reviews, and strategic initiatives as needed About You * Bachelor's degree in a related field of study; or equivalent work experience * 2-4+ years of KYC or client onboarding experience at a global investment bank * Strong understanding of KYC requirements and regulatory frameworks (e.g., BSA / USA Patriot Act) * Demonstrated experience conducting ownership and control analyses, validating complex corporate documentation, and preparing risk assessments or EDD summaries * Exceptional attention to detail with the ability to manage multiple priorities effectively * Strong analytical, research, and problem-solving skills * Excellent written and verbal communication; able to collaborate cross-functionally and work independently * Highly organized, proactive, and curious, with a focus on continuous improvement and efficiency Nice to Have * Certified Anti-Money Laundering Specialist (CAMS) Work Location San Francisco, Lehi, New York The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. Time Zone Requirements Local hours (PT, MT, ET) While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. Travel Requirements As needed travel to LendingClub offices and/or other locations, as needed. Compensation The target base salary range for this position is 66,000-103,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-AH1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
    $56k-76k yearly est. Auto-Apply 48d ago
  • Sr Auditor

    Lending Club 4.6company rating

    Lehi, UT job

    Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the Role Reporting to the Audit Committee of the Board of Directors, LendingClub Internal Audit (LCIA) provides independent, objective assurance and consulting services. As a business partner, LCIA helps the Company accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes. Given the growth of the organization and increasing expectations of the internal audit function, we are looking to expand our team. We seek an objective, highly skilled Senior Auditor who will thrive in a fast-paced environment and adapt easily to change. In this role, the candidate will bring internal audit and financial services experiences to deliver audit assurance and to help innovate the function's methods, tools, and assurance capabilities. What You'll Do * Develop relationships with business and technology partners * Execute audits in accordance with standards and expectations set forth in the Internal Audit Charter, Manual and Methodology; including * Research, plan and scope audits * Conduct interviews and process walkthroughs * Draft business process flowcharts and/or narratives * Identify key risks and controls * Test control design and operating effectiveness * Clearly articulate findings and recommend mitigation strategies * Draft impactful and persuasive written internal audit findings * Implement data analytics techniques where appropriate to test populations or alternative test strategies for complex, data driven processes * Monitor issue remediation progress and validate final remediation actions * Build institutional knowledge of products, systems, and processes; and stay current industry trends and emerging risks About You * 1-2 years of Internal Audit or related experience, and bachelor's degree in a related field; or equivalent experience * Knowledge and experience evaluating the design, effectiveness and regulatory compliance of processes and controls within a bank, broker-dealer, or related financial institution * Ability to obtain or currently hold one or more of the following certifications: CIA, CISA, CPA, CAMS, or CRCM * Ability to execute organize, multi-task, and prioritize work * Ability to work effectively in a team environment and across all organizational levels * Excellent analytical, verbal and written communication and exceptional interpersonal skills. * Ability to work in a rapidly changing environment and adaptive to change very quickly. * Can exercise judgment within defined procedures and practices to determine appropriate action * Applies learned techniques and contributes to analysis and investigation to solve problems Work Location San Francisco, Lehi We are currently working a hybrid schedule and our teams are in-office Tuesdays, Wednesdays, and Thursdays. Time Zone Requirements Local hours (PT, MT) Travel Requirements If you need to travel for work, LendingClub will cover your travel related expenses. Compensation The target base salary range for this position is 66,000-100,000. The position is also eligible to receive a bonus (which is based on company performance, employee performance and eligible earnings), equity, and benefits. Our salary ranges, other compensation and benefits offered are determined by role, experience level and location. We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-AW1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
    $70k-93k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Thomasville, GA job

    This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 4d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Lowell, IN job

    This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Macon, GA job

    This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 2d ago

Learn more about Ascensus jobs

Most common locations at Ascensus