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Bridge Investment Group jobs - 24 jobs

  • Payroll Manager

    Bridge Investment Group 4.4company rating

    Bridge Investment Group job in Salt Lake City, UT

    Make an Impact: As our Payroll Manager, you will lead the delivery of all payroll services across U.S. operations, while overseeing international payroll processing through third-party partners. You will serve as the organization's subject matter expert, providing strategic oversight and hands-on execution of complex payroll processes. Your leadership will ensure accuracy, compliance, and operational excellence while fostering strong collaboration with HR, Finance, Accounting, and external partners. This role is ideal for a proven payroll professional who thrives on precision, process improvement, and collaboration in a dynamic environment. * Manage bi-weekly payroll for multi-state exempt and non-exempt employees, including commissions and bonuses. * Oversee monthly international payrolls in coordination with third-party providers. * Ensure adherence to all federal, state, and local labor laws and internal policies. * Lead audits and internal controls, maintaining payroll accuracy and integrity. * Partner with HR and Finance leadership to enhance payroll processes, policies, and system integrations. * Coordinate with Accounting on month-end close activities and payroll reporting. * Stay informed of legislative and tax changes, ensuring timely compliance and implementation. * Lead, mentor, and develop payroll team members to deliver consistent, high-quality results. What you should bring: * Bachelor's degree in Accounting, Finance, or related discipline, or equivalent experience. * Demonstrated expertise in multi-state payroll operations, taxes, and compliance. * Proven experience managing payroll in a multi-location or multi-divisional environment. * Strong leadership, organizational, and analytical skills. * Advanced proficiency in Microsoft Excel and experience with Workday and/or Paychex preferred. * Knowledge of SOC II controls and international payroll practices a plus. * Exceptional attention to detail, confidentiality, and adaptability in a dynamic environment. * Collaborative, inclusive approach with a commitment to continuous improvement. What you can be part of: In this key leadership role, you'll have the opportunity to streamline payroll operations, enhance U.S. payroll processes, and manage international payroll workflows with precision. You will play a vital role in supporting our employees and the organization's growth, while working in a team that values accuracy, collaboration, and operational excellence. What we offer * Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance. * Company paid Life Insurance (option to buy additional available) and Long-Term Disability. * Access to benefits concierge service. * Access to Mental Health & Well-Being service. * 401K:Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days. * Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year. * 11 Paid Holidays per year. * Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child. * Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months. We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience. Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email **************************. Want to talk with someone about Bridge Culture? At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity. Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team. How it Works: Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references. Why Participate: You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey. * Personalized Connection: Connect with an employee who resonates with your professional interests. * Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.
    $73k-103k yearly est. Auto-Apply 45d ago
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  • Temporary HR Compliance Specialist

    Bridge Investment Group 4.4company rating

    Bridge Investment Group job in Salt Lake City, UT

    We are seeking a Temporary HR Compliance Specialist to support critical administrative and compliance tasks. This role is essential to ensure compliance standards are met and documentation remains accurate across all systems. Key Responsibilities * New Hire Documentation: * Download and store any/all new hire documents and ensure compliance standards are met. * Personnel File Audit: * Review and audit personnel files for the past 3 years. * Apply a static naming to personnel folders. * Ensure file storage compliance for active and non-active employees. * Additional Compliance Tasks (if time allows): * Assist with I-9 audit and ensure compliance standards are met. * Move all I-9 reverification records to new system. * Ensure employee identification is properly stored. Qualifications * Experience in HR administration or compliance tasks. * Strong attention to detail, accuracy, and organizational skills. * Ability to work independently and collaborate with HR and IT teams. * Familiarity with personnel file audits and I-9 compliance is a plus. We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience. Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email **************************. Want to talk with someone about Bridge Culture? At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity. Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team. How it Works: Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references. Why Participate: You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey. * Personalized Connection: Connect with an employee who resonates with your professional interests. * Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.
    $52k-85k yearly est. Auto-Apply 27d ago
  • Senior Relationship Manager

    Orion Placement 4.8company rating

    Salt Lake City, UT job

    Pay: $75,000.00 - $100,000.00 per year Why This Is a Great Opportunity Step into a high-impact role with uncapped earning potential realistic OTE is 2x your base salary or more. Work directly with high-net-worth and ultra-high-net-worth clients. Build your own book with strong warm leads and a respected brand behind you. Partner with elite attorneys, CPAs, and financial professionals to deliver sophisticated planning solutions. Thrive in an entrepreneurial environment with autonomy, support, and national reach. Location This is an on-site position based in Salt Lake City, Utah with regular nationwide travel to meet clients and referral partners. Note Candidates must have proven consultative sales experience in private wealth, trust/estate, financial advisory, or a related high-net-worth client environment. About Our Client Our client is a law-firm-led multi-family office serving high- and ultra-high-net-worth individuals, families, and business owners nationwide. Their integrated platform includes estate planning, business tax strategy, asset protection, accounting, and tax preparation, with access to financial and investment advisory services through strategic partners. Job Description Grow the firm's client base by leveraging your network, COIs, and professional partnerships. Lead relationship management for a portfolio of high-net-worth and ultra-high-net-worth clients. Identify opportunities across legal, tax, accounting, and financial advisory services. Develop and execute a personalized business development plan with firm leadership. Conduct discovery meetings to understand client goals, needs, and planning gaps. Partner with attorneys, CPAs, and advisors to create bespoke wealth planning strategies. Represent the firm at key events, client engagements, and referral-driven functions. Maintain accurate CRM notes, pipeline tracking, and activity reporting. Qualifications 7+ years of experience in private wealth, trust/estate planning, fiduciary services, or financial services. Proven success in consultative sales with high-net-worth or ultra-high-net-worth clients. Established network of referral sources and potential clients. Strong understanding of wealth, tax, and estate planning concepts. Exceptional communication skills and relationship-building ability. Bachelors degree required. Why Youll Love Working Here Uncapped commissions and strong base salary. Warm leads and national referral partnerships built into the role. Work alongside nationally recognized legal, tax, and accounting experts. A respected brand that accelerates trust and credibility. Entrepreneurial culture with room to expand, innovate, and grow. JPC-484 Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance
    $75k-100k yearly 9d ago
  • Premier Support Advocate

    Orion Advisor Solutions 4.8company rating

    Lehi, UT job

    About this Opportunity: As an Advocate I, you will be responsible for maintaining high standards of customer service to assigned clients of Orion. This position will work closely with other service team members to ensure the services received by the client are accurate based on the contract terms. The primary objective of this job is to facilitate the advisor moving from a customer to a promoter of Orion's technology and service. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Hebron, KY or Lehi, UT. For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply. In this role, you'll get to: * Respond to all client questions and issues received by phone, email, chat or letter in a complete and quick manner and act as single point of contact for assigned clients * Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution * Maintain, update and execute "Client Reference Guides" to ensure each client's needs are met. In addition, regularly confirm the reference guide is meeting client expectations directly with operational contacts * Train advisors, as needed, on available Orion system technology capabilities * Counsel advisors regarding best practices, policies and procedures, as well as provide advice on how to handle situations encountered or requests * Act as a technology consultant to ensure advisor is fully utilizing Orion technology to support their business requirements * Ensure advisor is trained and made aware of new technology requirements, including reviewing each technology release in depth with the advisor * Plan, coordinate, and lead home office visits of assigned clients * Support advisor by training on best practices for maintaining and executing quarter-end processes * Support the execution of customized business processes for the advisor * Work with product managers and developers to complete functional specs for projects and submit those projects for development * Keep advisor informed throughout the development process * Test and verify technology works properly and then verify and certify it works to the client's expectations * Act as project manager on non-technical projects. Work with SME & Analyst teams to support multi-team projects keeping the advisor informed throughout the process We're looking for talent who: * Has a minimum of a high school diploma * Possess an associate's or bachelor's degree in business administration or related field * Has a minimum of 2 years of experience working with Orion technology * Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization #LI-AP1 #LI-Onsite #LI-Hybrid Salary Range: $49,034.00 - $66,688.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more. About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
    $49k-66.7k yearly Auto-Apply 2d ago
  • Executive Assistant

    Orion Placement 4.8company rating

    Salt Lake City, UT job

    Why This Is a Great Opportunity Join a respected private wealth law firm with a collaborative, professional culture. Gain hands-on experience supporting attorneys and leadership in a fast-paced, rewarding environment. Enjoy a stable, full-time position with strong benefits and opportunities to grow within the firm. Location: On-site in Salt Lake City, UT enjoy working directly with a dedicated legal team in a modern, professional office. Note: Prior administrative or office experience is required. Law firm experience is strongly preferred. About Our Client Our client is a boutique law firm providing legal counsel to high-net-worth individuals and families. Their team includes professionals with backgrounds in law, public policy, accounting, and insurance, combining this expertise to deliver comprehensive solutions for clients. Job Description Manage daily administrative and executive support for attorneys and staff. Greet clients, answer phones, and coordinate appointments and meetings. Handle incoming and outgoing correspondence, mail, and deliveries. Maintain organized calendars and assist with document preparation. Support paralegal tasks and assist with legal filings when needed. Ensure the office remains organized, professional, and client-ready. Qualifications 2+ years of administrative or executive assistant experience. Prior law firm or professional services experience preferred. Proficiency with Microsoft Office (Word, Excel, Outlook). Excellent communication, organization, and multitasking skills. Positive attitude, attention to detail, and a team-oriented mindset. Why Youll Love Working Here Youll join a close-knit firm where professionalism, teamwork, and integrity drive success. The environment is supportive and collaborative, with mentorship opportunities and clear room for advancement. Benefits: Health, dental, vision, retirement plan, and paid time off. JPC-461 Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance
    $44k-66k yearly est. 9d ago
  • Corporate and Estate Planning Paralegal

    Orion Placement 4.8company rating

    Salt Lake City, UT job

    Pay: $65,000.00 - $85,000.00 per year Why This Is a Great Opportunity Competitive salary with a full benefits package including 401(k) match, health, dental, and vision coverage Join a respected firm where your contributions have a direct impact on client outcomes and firm success Excellent work-life balance with predictable weekday hours Professional, growth-oriented team environment with long-term stability Location: On-site, MondayFriday in Salt Lake City, UT work directly alongside experienced attorneys and professionals in a collaborative office setting. Note: Must have experience with corporate and/or estate planning matters and be able to work on-site five days per week. About Our Client Our client is a highly reputable law firm specializing in corporate law and estate planning. They pride themselves on delivering personalized, high-quality legal services and cultivating a professional, supportive work culture focused on long-term success. Job Description Provide direct support to attorneys in corporate and estate planning matters Draft and form legal entities such as LLCs, LPs, and corporations Assist with drafting both basic and complex trusts Prepare correspondence, deeds, and other legal documents Manage and organize client asset information Communicate effectively with clients and professional advisors Maintain organization across multiple ongoing projects Qualifications Minimum 1 year of experience in corporate and estate planning 4+ years of total paralegal experience preferred Bachelors degree preferred but not required Strong communication, attention to detail, and organizational skills Proficiency in Microsoft Office and Adobe; Clio experience a plus Why Youll Love Working Here Youll join a well-established, values-driven firm where your skills are appreciated, your work is meaningful, and your professional growth is encouraged all within a collegial, team-focused environment. JPC-460 Job Type: Full-time Benefits: 401(k) Dental insurance Life insurance Paid time off Vision insurance
    $65k-85k yearly 9d ago
  • AI Engineer

    Orion Advisor Solutions 4.8company rating

    Lehi, UT job

    About this Opportunity: As an AI Engineer, you will have a hands-on AI Engineer role focused on building, deploying, and maintaining end-to-end AI/ML systems, pipelines, and applications. You will work closely with senior AI engineers while independently owning well-scoped projects and shipping production-ready code. There is emphasis on strong software engineering, data pipelines, cloud infrastructure, containerization, and LLM-based workflows. This position offers close mentorship, real-world production experience, and a clear growth path toward senior AI/ML or data engineering roles. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Hebron, KY; Chandler, AZ; Jacksonville, FL or Lehi, UT. For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply. In this role, you'll get to: * Design, build, and deploy end-to-end AI/ML systems, including model workflows, data pipelines, and deployment architectures * Develop and maintain reliable, scalable data pipelines for structured and unstructured data * Write clean, maintainable, and well-tested code following software engineering best practices * Work with cloud infrastructure, including containerization and orchestration tools * Monitor, troubleshoot, and optimize AI workflows and data pipelines for performance and reliability * Collaborate with cross-functional teams to integrate AI solutions into production systems We're looking for talent who: * Has strong programming and software engineering skills (Python, JavaScript, or similar languages) * Has experience designing and maintaining AI/ML systems, workflows, and pipelines * Has data engineering skills, including ETL processes and handling structured and unstructured data * Has familiarity with cloud platforms (AWS, GCP, or Azure) and infrastructure concepts * Has experience with containerization and orchestration tools (e.g., Docker, Kubernetes) * Has hands-on experience with LLMs and prompt engineering * Has ability to troubleshoot, optimize, and improve system performance and reliability * Has strong collaboration skills, paired with the ability to work independently and learn quickly * Has a minimum of a bachelors degree * Has a minimum of 3 years of experience * Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization #LI-AP1 #LI-Onsite #LI-Hybrid Salary Range: $108,245.00 - $169,933.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more. About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
    $108.2k-169.9k yearly Auto-Apply 4d ago
  • Office Manager / Controller (Private Wealth Law Firm)

    Orion Placement 4.8company rating

    Salt Lake City, UT job

    Pay: $75,000.00 - $125,000.00 per year Why This Is a Great Opportunity Step into a high-ownership operations role where youll truly run the back office for a sophisticated private wealth organization. Blend office leadership, people operations, and finance/controller responsibilities - perfect for someone who likes variety and impact. Work directly with leadership and help build scalable systems across a law firm and affiliated entities. Be the go-to person who brings organization, accountability, and calm to a busy professional services environment. Competitive compensation with strong benefits and long-term stability. Location On-site in Salt Lake City, UT - enjoy a collaborative, in-person environment where decisions move fast and your work is visible and valued. Note You must have hands-on experience with payroll and invoicing/accounts receivable (billing + collections), plus strong office operations experience (professional services preferred). About Our Client Our client is a well-established, law-firm-led private wealth organization supporting high- and ultra-high-net-worth clients. They operate in a high-trust, detail-driven environment and are known for professionalism, discretion, and exceptional client service. Job Description Own day-to-day office operations and serve as the operational hub for the firm and its affiliated entities. Coordinate hiring logistics, onboarding/offboarding, employee files, and people operations processes. Administer benefits, PTO tracking, and bi-weekly payroll processing. Manage invoicing and accounts receivable, including follow-up cadence to keep collections on track. Oversee accounts payable and ensure vendors are paid accurately and on time. Prepare daily cash reporting and support budgeting and budget-to-actual tracking. Serve as the internal point person for vendors, including outsourced accounting and IT/managed service providers. Drive process improvements and help implement scalable systems as the organization grows. Qualifications 3+ years of hands-on responsibility for payroll and billing/invoicing + AR (collections). 3+ years of office operations/administrative leadership experience (law firm/professional services preferred). Comfortable owning multiple priorities: finance ops, people ops, and office operations. Strong attention to detail, follow-through, and discretion handling confidential information. Tech-comfortable (Excel/Google Sheets, payroll systems, accounting tools like QuickBooks, etc.). Why Youll Love Working Here Youll be trusted as a key operations leader with real autonomy and visibility. Youll join a professional, stable team that values accuracy, ownership, and continuous improvement. Your work will directly improve how the firm runs - and youll see the impact quickly. JPC-520 Job Type: Full-time Benefits: Dental insurance Life insurance Paid time off Retirement plan Vision insurance
    $75k-125k yearly 6d ago
  • OCIO Business Development Consultant

    Orion Advisor Solutions 4.8company rating

    Lehi, UT job

    About This Opportunity: As an OCIO Business Development Consultant, you will assist in building, growing and maintaining new advisor prospects. Responsible for introductory calls where we deliver OCIO's value proposition and determine how to best support the prospect advisor via OCIO services. Partner with both external and internal sales to nurture leads through the sales process. Act as the point of contact for prospective firms and will leverage and introduce various members of the sales team (Onboarding, Trading, Investment Management, and Technology subject matter experts) to facilitate the transition of an onboarding team. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For Internal and External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Lehi, UT. In this role, you'll get to: Promote Orion OCIO's investment products and services by delivering key messages to prospect advisors Establish and nurture strong relationships with advisory firms to facilitate their onboarding to OCIO services Partner with External & Internal sales reps to cross sell the suite of Orion services Help support OCIO sales teams in development and execution on business plan with various KPIs as goal drivers. Train and advise new firms on the OCIO value proposition and story, including but not limited to presentations to advisor and/or end client to help close business Manage and maintain the sales pipeline and lead both the weekly sales management meetings for onboarding firms & current prospective firms Follow up on appointments, conference leads, internal crossover leads and referrals We're looking for talent who: Has excellent knowledge and understanding of portfolio management, manager selection and asset allocation preferred Has demonstrated ability to interact, listen, influence and partner in a professional and engaging manner with high-level decision-makers Has strong communication, organizational and analytical skills Multi-tasks while maintaining careful attention to detail Works effectively both individually and within a team environment Works with a sense of urgency to meet deadlines and address competing priorities Has strong sales skills required: negotiation and persuasion, up-selling, closing, follow-up, relationship building and networking to persuade others of the value of a product/solution Meets with teams via Zoom or in person when needed Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization\ Has a minimum of a Bachelor's Degree in Finance, Economics, Mathematics or similar Has a minimum of 5+ years of investment related experience Has a Series 65 license or a CFA. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy #LI-AP1 #LI-Onsite #LI-Hybrid About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
    $87k-114k yearly est. Auto-Apply 4d ago
  • Service Team Specialist (9a-6p MT)

    Orion Advisor Solutions 4.8company rating

    Lehi, UT job

    About this Opportunity: As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE or Lehi, UT. For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply. In this role, you'll get to: * Provide high-quality customer service on the phones up to 75% of the day * Deliver customer support through the chat queue up to 25% of the day * Process all daily work across all aspects of servicing advisors and clients including timely call servicing and account management functions * Ensure all work is processed with accuracy, timeliness, completeness and within budget according to defined service level metrics * Meet or exceed all daily and monthly business measurements * Provide feedback to the team for continued improvements * Provide status updates to management as required * Maintain process measurements and reporting within service levels * Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams * Execute testing as required for business projects * Cross train as required to support all team activities and backup team members as needed * Assist with team planning as required * Ensure execution of all industry and company specific compliance matters within the team We're looking for talent who: * Has experience working in insurance, banking, or financial services industry * Preferably has a degree in Business or Finance or equivalent experience in finance field * Has minimum of 1 year of customer service experience * Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization #LI-AP1 #LI-Onsite #LI-Hybrid Salary Range: $19.82 - $26.16 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more. About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
    $19.8-26.2 hourly Auto-Apply 8d ago
  • Subject Matter Expert- Integrations

    Orion Advisor Solutions 4.8company rating

    Lehi, UT job

    About this Opportunity: As a Subject Matter Expert, you will be responsible for maintaining high standards of customer service for the clients of Orion. This position will work closely with other service team members to ensure the services received by the client are accurate based on the contract terms. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Hebron, KY; or Lehi, UT. For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply. In this role, you'll get to: * Respond to customer requests via phone, email, chat in timely and professional manner * Provide training and best practice procedures to external clients on the Orion system * Lead face to face discussions and training during customer office visits and/or conferences * Provide assistance in testing functionality during scheduled build weeks * Maintain and uphold the standards which have been set for the Orion Service teams * Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution * Counsel advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requests * Provide assistance in growing business with client by highlighting additional features which would benefit client's overall package offering * Collaborate with other operations departments to research and resolve client issues and inquiries, following-through until resolution * Maintain an in-depth knowledge of the assigned Orion system team We're looking for talent who: * Is proficient writing and grammar skills and an ability to respond to customers through chat and email * Has minimum of a high school diploma required and preferably a bachelor's degree in Business Administration or related field * Has prior experience in a customer service or technology related role * Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization #LI-AP1 #LI-Onsite #LI-Hybrid Salary Range: $19.82 - $26.16 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more. About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
    $19.8-26.2 hourly Auto-Apply 10d ago
  • Senior Software Engineer

    Orion Advisor Solutions 4.8company rating

    Lehi, UT job

    About This Job The Software Engineer is responsible for the maintenance and development of new software in a client/server environment, for the operations staff of Orion. This position will utilize the system development life cycle to ensure delivery of concise, well tested, well thought out, and usable projects completed in a timely manner. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Hebron, KY; Chandler, AZ; or Lehi, UT. For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply. Essential Functions of the Job * Designs, develops, tests and deploys applications by writing new code and improving existing code ensuring applications work properly. * Provides support for design, development and implementation of application development projects. * Understands and uses best practices and standard guidance. * Understands and debugs different tiers of the application, UI, API, and database. * Able to create and modify routine, low impact code. * Troubleshoots and debugs system inefficiencies. * Assists in maintaining databases accuracy and stability. * Identifies and troubleshoots issues with various sites or programming code and fix any resulting problems. * Secures applications against hacking vulnerabilities. * Maintains a high level of technical knowledge in all applicable programming languages and database formats. * Mentors other developers while acting as a resources for input and advice. * Identifies and fixes resource bottlenecks. * Identifies technical challenges and propose innovative solutions to address them. * Mentors and guides junior engineers, providing technical guidance and fostering a culture of learning and growth. * Participates in architectural discussions and contribute to the evolution of the technical roadmap. * Stays up-to-date with the latest industry trends, technologies, and best practices. * Troubleshoots and resolves complex technical issues in collaboration with the broader engineering team. * Collaborates with cross-functional teams to drive projects to successful completion within the specified timeframe. * Continuously optimizes and improves existing systems and processes for enhanced performance and efficiency. Skills Needed to Perform the Job * Knowledge of S.O.L.I.D. design principles and design patterns. * Knowledge of continuous integration, hosting infrastructures, and networking concepts. * Knowledge of PC architecture and operations, operating systems, networking database management and development, as well as high level of programming knowledge. * Knowledge of the various stages of the software development life cycle, definition of solution architecture, detailed design, solution development, testing and deployment. * Knowledge and solid understanding of object-oriented analysis, design and programming * Knowledge of Salesforce preferred. * Ability to multi-task while maintaining careful attention to detail. * Ability to work effectively both individually and within a team environment. * Ability to work with a sense of urgency to meet deadlines and address competing priorities. * Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook. * Effective written, listening and verbal communication skills. * Effective problem solving and organizational skills. Education Needed to Perform the Job * Minimum of a bachelor's degree in Computer Science, MIS, or Information System Analysis required. Experience Needed to Perform the Job * Minimum of 5 years of experience with ASP.NET Web API, Entity Framework, C#, Restful Services, Web Services, and SQL Server in an application development role preferred. * Experience with AngularJS, JavaScript, CSS, and HTML preferred. * Equivalent education and experience will be considered #LI-AP1 #LI-Onsite #LI-Hybrid Salary Range: $108,245.00 - $169,933.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more. About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
    $108.2k-169.9k yearly Auto-Apply 60d+ ago
  • Chief Information & Technology Officer

    Bridge Investment Group 4.4company rating

    Bridge Investment Group job in Salt Lake City, UT

    Chief Information & Technology Officer (CITO) Bridge Investment Group - A Platform Company of Apollo Global Management Bridge Investment Group operates as a platform company of Apollo Global Management. The Chief Information & Technology Officer (CITO) will serve as a senior technology leader responsible for shaping, executing, and continuously evolving Bridge's enterprise technology, data, and security strategy. Working in close partnership with Apollo Global Management and Bridge's executive leadership team, the CITO will ensure that technology capabilities are secure, scalable, resilient, and fully aligned with Bridge's business objectives and growth strategy. This role will drive enterprise-wide technology modernization, oversee mission-critical infrastructure and systems, and leverage emerging technologies-including artificial intelligence (AI), machine learning (ML), and automation-to enhance operational efficiency, decision-making, and competitive advantage. The CITO will have full accountability for core technology functions, including Enterprise Service Delivery Management (ESDM), Help Desk, Network Operations, Cybersecurity, and IT Project Management. Key Responsibilities Strategic Technology Leadership * Define and execute a comprehensive, forward-looking IT and data strategy aligned with Bridge's corporate goals and integrated with Apollo's broader technology ecosystem. * Serve as a strategic advisor to executive leadership on technology, data, cybersecurity, and digital transformation initiatives. * Communicate technology strategy, priorities, risks, and progress to senior leadership and key stakeholders. * Maintain deep awareness of emerging technologies, AI/ML trends, and industry best practices to inform business and investment decisions. Enterprise & Operational Oversight * Lead and oversee all core technology functions, including ESDM, Help Desk, Network Operations, Cybersecurity, and IT Project Management. * Ensure high availability, performance, and scalability of infrastructure, applications, and enterprise systems. * Establish and enforce robust IT governance, policies, and standards across the organization. * Oversee vendor management, third-party relationships, and technology spend to maximize value and efficiency. Cybersecurity, Risk & Compliance * Own and evolve Bridge's global cybersecurity strategy, including identity and access management, threat detection, vulnerability management, and regulatory compliance. * Partner with Apollo and internal stakeholders to ensure alignment with enterprise risk management and security frameworks. * Ensure disaster recovery, business continuity, and incident response plans are well-designed, tested, and effective. Innovation, Digital Transformation & AI * Champion the adoption of AI, machine learning, automation, and advanced analytics to improve workflows, operational efficiency, and business insights. * Lead modernization of legacy systems and accelerate digital transformation initiatives across the enterprise. * Identify opportunities where technology can enable new capabilities, improve scalability, or enhance client and employee experience. Talent & Organizational Leadership * Build, develop, and retain a high-performing, scalable technology organization. * Foster a culture of collaboration, accountability, innovation, and continuous improvement. * Establish clear performance metrics, development paths, and succession planning for the technology function. Qualifications & Experience * 10+ years of progressive technology leadership experience, ideally within financial services, asset management, or a highly regulated environment. * Demonstrated experience developing and executing enterprise-scale IT and digital transformation strategies. * Deep expertise in cloud platforms (e.g., AWS, Azure), enterprise systems, cybersecurity frameworks, and AI/ML applications. * Proven track record of delivering complex technology initiatives with measurable business impact. * Exceptional communication, leadership, and influencing skills across both technical and non-technical audiences. * Bachelor's degree required; advanced degree and relevant certifications (e.g., CISSP, CISM) strongly preferred. What we offer * Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance. * Company paid Life Insurance (option to buy additional available) and Long-Term Disability. * Access to benefits concierge service. * Access to Mental Health & Well-Being service. * 401K:Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days. * Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year. * 11 Paid Holidays per year. * Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child. * Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months. We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience. Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email **************************. Want to talk with someone about Bridge Culture? At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity. Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team. How it Works: Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references. Why Participate: You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey. * Personalized Connection: Connect with an employee who resonates with your professional interests. * Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.
    $73k-102k yearly est. Auto-Apply 2d ago
  • Fund Accountant

    Bridge Investment Group 4.4company rating

    Bridge Investment Group job in Sandy, UT

    Make an impact Bridge Investment Group is seeking a detail-oriented and analytical professional to join our team as a Fund Accounting Analyst within the Debt Strategies vertical. As a key member of our Salt Lake City-based fund accounting team, you'll support daily and monthly fund operations, maintain accurate financial records, and work directly with internal stakeholders across Tax, Treasury, and Investor Relations. This role includes preparing financial statements, responding to investor inquiries, and supporting investment activity through wire requests and cross-functional coordination. You'll collaborate closely with our New York-based team and contribute to ownership structure reporting within a collaborative team of eight. Responsibilities Include: Prepare monthly and quarterly financial statements with supporting documentation Manage daily financial operations including wire and transfer requests Perform cash reconciliations and support liquidity tracking Prepare and review investor capital account statements Collaborate with investment teams to ensure accuracy of fund and asset-level reporting Respond to internal and external requests from Investor Relations, Legal, Tax, Treasury, and auditors Calculate management and performance fees according to fund agreements Assist in maintaining and improving accounting systems and processes Participate in weekly calls with New York team members and coordinate across time zones What you should bring Bachelor's degree in Accounting required; Master of Accountancy (MAcc) preferred Minimum 1+ years of accounting experience, including internships Strong interest in private equity fund accounting and a willingness to grow into the field Solid understanding of GAAP accounting principles including journal entries and financial reporting Advanced proficiency in Microsoft Excel (e.g., SUM, IF, VLOOKUP, Pivot Tables); familiarity with VBA or SQL is a plus CPA certification preferred or currently pursuing Outstanding attention to detail and strong analytical skills Clear written and verbal communication skills for cross-functional collaboration Motivated self-starter with a team-first attitude and strong desire to learn What we offer Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance. Company paid Life Insurance (option to buy additional available) and Long-Term Disability. Access to benefits concierge service. Access to Mental Health & Well-Being service. 401K: Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days. Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year. 11 Paid Holidays per year. Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child. Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months. At Bridge Property Management we've built a reputation for excellence, dating back to when our Founders first began managing properties over 25 years ago, by managing billions of dollars in real estate assets. But it's not just our success that makes Bridge Property Management a great place to work-it's our commitment to creating a dynamic, growth-focused environment where your talents can thrive re's why a career at Bridge Property Management could be the perfect next step for you: 1. A Proven Track Record of Success: You'll be joining a company with a history of excellence, having consistently delivered superior results for our clients in diverse markets. Working with Bridge Property Management means being part of a team that's known for its strong performance and integrity. 2. Expertise and Learning Opportunities: Our team is made up of industry leaders who bring a wealth of knowledge to the table. By joining Bridge Property Management, you'll have the opportunity to learn from some of the best in the business while gaining hands-on experience across a wide range of property types, including multi-family, office, industrial, golf courses, resorts, and single-family communities. 3. Technology-Driven Innovation: At Bridge Property Management, we believe in equipping our team with the latest technology and tools. You'll have access to state-of-the-art systems that drive efficiency, transparency, and success. We're constantly evolving, and so will your skills as you work with cutting-edge platforms. 4. A Results-Oriented Culture: We pride ourselves on a performance-driven approach, where individual contributions truly matter. You'll have the chance to directly impact the success of the properties we manage, with the ability to track and see the results of your work. 5. Career Growth and Development: We're invested in your success. We provide continuous learning opportunities and opportunities of developing and advancing one's career. Whether you're looking to grow within your current role or explore new areas of expertise, we encourage and support your professional development. 6. Collaborative and Supportive Team: Our team is more than just colleagues-we're a group of passionate professionals who work together to achieve shared goals. You'll be part of a collaborative, supportive environment where everyone's ideas and contributions are valued. If you're looking to join a team that offers the opportunity to work with a diverse portfolio, develop your skills, and contribute to a company that's committed to long-term success, Bridge Property is the place for you
    $54k-72k yearly est. Auto-Apply 60d+ ago
  • Client Service Representative Property & Casualty Insurance

    Orion Placement 4.8company rating

    Salt Lake City, UT job

    Why This Is a Great Opportunity Join a fast-growing, high-end private wealth and legal services firm supporting high-net-worth clients. Work in a polished, organized environment with strong mentorship from senior leadership. Build deep expertise in property & casualty insurance, including personal and commercial lines. Make a real impact by ensuring a seamless, white-glove client experience. Enjoy stable hours, professional growth opportunities, and a values-driven culture. Location This is an on-site role in Salt Lake City, Utah, offering hands-on training, team collaboration, and direct support from leadership. Note Candidates must have at least 2 years of client service or account management experience in property & casualty insurance (personal and/or commercial lines). Life insurance experience is a plus but not required. About Our Client Our client is a law-firm-led private wealth organization supporting high- and ultra-high-net-worth clients across estate planning, tax strategy, insurance, and financial services. Their team is known for exceptional client care, professionalism, and delivering highly coordinated, error-free service in a regulated environment, including complex property & casualty insurance programs. Job Description Serve as a primary point of contact for client requests, updates, service needs, and follow-ups. Schedule and prepare client meetings, including agendas and attendance confirmations. Provide timely updates and set clear expectations throughout the service process. Assist with new business and ongoing service for personal and commercial P&C insurance policies (e.g., home, auto, umbrella, small commercial, etc.). Prepare, review, and submit applications, endorsements, certificates, and other documents to carriers and service partners. Track cases through underwriting, approvals, policy issuance, delivery, renewals, and post-issue service. Coordinate with carriers, brokers, and vendors to ensure timely processing and resolution of service items. Monitor and resolve pending items or missing documentation quickly and accurately. Support compliance through accurate documentation, policy files, and organized records. Maintain CRM notes, pipelines, and tracking reports for all active clients and cases. Improve workflows and templates to increase efficiency and reduce errors. Support retention and client satisfaction by delivering a polished, empathetic client experience. Qualifications 2+ years of client service, account management, or operations experience in property & casualty insurance (personal and/or commercial lines). Strong organizational skills and ability to manage multiple accounts and cases simultaneously. Excellent written and verbal communication skills. Proficiency with CRM systems, Outlook/Calendars, and Microsoft Office/Google Workspace. Ability to handle sensitive, confidential information. Reliable, detail-oriented, and proactive. Experience working with independent agencies/brokerages and/or high-net-worth clients is a plus. Why Youll Love Working Here Supportive and collaborative environment with strong leadership engagement. Clear career path for growth within a specialized financial and legal services firm. Work that feels meaningful clients deeply appreciate your support. A high-touch, professional culture built on accuracy, empathy, and trust. Exposure to high-end financial, tax, and insurance strategy work. JPC- 483 Job Type: Full-time
    $28k-34k yearly est. 24d ago
  • Fund Controller

    Bridge Investment Group 4.4company rating

    Bridge Investment Group job in Salt Lake City, UT

    Make an Impact The Fund Controller plays a key leadership role in guiding, developing, and mentoring a team of professionals to ensure the accurate and timely completion of all quarterly and annual financial reporting deliverables for one or more funds within Bridge's investment strategies. This individual serves as the primary point of contact for both internal and external financial communications and represents the Fund Financial Services Team for their assigned funds. Reporting to a Director of Financial Reporting, the Fund Controller must thrive in a fast-paced, deadline-driven, and collaborative environment. Success in this role requires strong engagement with senior leadership, a proactive and organized approach, attention to detail, and the ability to manage multiple projects simultaneously. What you would do: * Ensure accurate and timely delivery of quarterly and annual financial statements, footnote disclosures, and related schedules in accordance with GAAP, GIPS, and SEC marketing rule requirements. * Provide oversight and review of limited partner communications, including partner statements, capital calls, distribution notices, etc., ensuring their completeness and accuracy. * Interface effectively with our Client Solutions Group in preparing, reviewing, and approving due diligence requests to support capital-raising efforts. * Review and approve work paper support and documentation related to accounting books and records. * Approve fund payables for occurrence, completeness, accuracy, and classification. * Coordinate with the Technical Accounting team to research changes in GAAP and make recommendations for fund compliance with new pronouncements. * Review fund governing documents and side letters to ensure proper application of allocations, management fees, and carried interest, or other fees. * Forecast fund cashflows and budgets with the Chief Investment Officer and the Investment Management Committee. * Assist the asset management team with the quarterly valuation process of the underlying investments. * Provide audit coordination services for funds to ensure the accurate and timely delivery of audited financial statements. * Liaise with tax preparers to ensure the accurate and timely delivery of tax reporting to investors. * Evaluate personnel performance, recommending training, continuing education, and corrective action. * Drive continual process improvement through the use and implementation of technology. What you should bring: * Bachelor's degree in accounting - master's degree preferred. * CPA, CFA, or CMA highly preferred. * 7+ years of experience in accounting - Either experience with a Big 4 firm or in the alternative investment industry considered. * Experience with Geneva and Geneva World Investor is a plus but not required. * Demonstrated leadership through team building, mentoring, and motivating professional staff. * In-depth knowledge of accounting principles and procedures related to U.S. GAAP and accounting for investment companies (ASC Topic 946), fair value measurement (ASC Topic 820), and, where appropriate, principles of consolidation (ASC Topic 810). * Ability to calculate asset-based and performance fees, for example, management fees, incentive fees, and carried interest. * Experience with Accounting / Auditing of Private Equity Funds and Structures * Advanced MS Excel and strong written and verbal communication skills. What you can be part of Bridge Fund Financial Services is a full-service alternative investment fund administrator providing real-time coordination, value-added services, and detailed reporting to Bridge Investment Group and its investors. We proactively cultivate a culture of excellence, positivity, and opportunities for development and growth within our fund administration, fund analytics, and investor servicing teams. Our team members are energetic, innovative, collaborative, flexible, and forward-thinking individuals willing to take pride and ownership of their duties, which go hand in hand with Bridge's uncompromising values of teamwork, excellence, accountability, empowerment, and responsibility. What we offer * Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance. * Company paid Life Insurance (option to buy additional available) and Long-Term Disability. * Access to benefits concierge service. * Access to Mental Health & Well-Being service. * 401K:Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days. * Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year. * 11 Paid Holidays per year. * Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child. * Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months. We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience. Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email **************************. Want to talk with someone about Bridge Culture? At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity. Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team. How it Works: Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references. Why Participate: You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey. * Personalized Connection: Connect with an employee who resonates with your professional interests. * Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.
    $69k-103k yearly est. Auto-Apply 60d+ ago
  • Compliance Senior Analyst

    Bridge Investment Group 4.4company rating

    Bridge Investment Group job in Salt Lake City, UT

    Make an Impact If you are detail-oriented and eager to grow your career in investment compliance you will be interested in this opportunity. By joining our collaborative and high-performing team as a Compliance Senior Analyst, you will support the firm's compliance program and ensure adherence to regulatory requirements and internal policies across Bridge and Apollo's real estate investment platforms, monitoring investment and operational compliance across our real estate strategies. * Review & Monitor: Support oversight and implementation of investment adviser compliance controls, including: * Identification and management of conflicts of interest * monitoring and handling the flow of material non-public information ("MNPI") and associated control room functions * maintaining restricted securities lists, coordinating wall-crossing approvals and related documentation * Surveillance & Testing: Contribute to compliance testing and surveillance of investment activity and allocations. Collaborate with various business units and compliance stakeholders to identify and mitigate compliance risks. * Policy Support: Contribute to the development and refinement of compliance policies and procedures. Assist with policy-related questions from business unit and compliance stakeholders. * Documentation & Reporting: Maintain organized records and assist with internal and regulatory reporting. * Cross-Team Collaboration: Work with investment, legal, operations, technology and investor relations teams to promote firmwide compliance. Participate in projects and broader risk compliance initiatives. * Training & Education: Participate in training, keep current with industry regulations, and help reinforce a culture of compliance across the business. What You Should Bring * Education: Bachelor's degree with an excellent record of academic achievement. * Experience: 2-5+ years in control room, investment compliance, or adjacent regulatory roles within financial services. Working knowledge of conflict-management workflows, MNPI controls, and restricted list practices. Strong understanding of investment compliance frameworks and regulatory requirements. * Skills: Attention to detail, ability to work discreetly with confidential information, strong judgment, stakeholder management, clear communication, organization, and proficiency in Microsoft Office are necessary. Experience with compliance data/analytics or list-management technologies like (e.g., Tableau/ Bloomberg/ database familiarity) * Attributes: Proactive, accountable, and eager to learn in a fast-paced environment. What You Can Be a Part Of You will be part of the team that designs, tests, and implements policies and procedures that ensure compliance with rules and regulations from various financial and securities regulators, including the United States Securities and Exchange Commission and the Financial Industry Regulatory Authority. We regularly collaborate and celebrate our successes as a team and work to foster a culture of growth, teamwork, and success. What we offer * Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance. * Company paid Life Insurance (option to buy additional available) and Long-Term Disability. * Access to benefits concierge service. * Access to Mental Health & Well-Being service. * 401K:Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days. * Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year. * 11 Paid Holidays per year. * Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child. * Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months. We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience. Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email **************************. Want to talk with someone about Bridge Culture? At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity. Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team. How it Works: Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references. Why Participate: You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey. * Personalized Connection: Connect with an employee who resonates with your professional interests. * Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.
    $57k-84k yearly est. Auto-Apply 60d+ ago
  • Talent Acquisition Partner (Temporary 6 months)

    Orion Advisor Solutions 4.8company rating

    Lehi, UT job

    About this Opportunity: As a Talent Acquisition Partner, you will be responsible for full cycle recruitment for Orion. This position drives the talent acquisition process by sourcing active and passive candidates through a variety of methods including direct sourcing, associations, colleges, web-based media, agencies, etc., as well as creates job ads, screens resumes, conducts interviews, extends offers and maintains applicant tracking records. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. This is a temporary, 6-month role with the possibility of extension. For External Candidates: Candidates must work in-office for at least 3 days per week in our Omaha, NE or Jacksonville, FL office. For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply. In this role, you'll get to: * Source and develop an active network of financial services professionals * Promote opportunities creatively that builds and maintains an employment brand * Identify top talent for company by planning and implements creative recruiting initiatives as well as developing recruiting leads including a robust pipeline for high volume positions * Collaborate with managers to develop knowledge of each position and develop hiring plans for each recruiting assignment * Review applications and interview applicants to obtain work history, education, training, job skills, and salary requirements and to provide information about organization and position to candidate * Identify and build relationships with sources within the community to find potential candidates and to promote Orion opportunities * Build and maintain relationships with local universities to attract students Orion for intern and full-time positions * Promote Orion to potential candidate to educate and influence * Follow-up with hiring managers and candidates as needed * Act as Subject Matter Expert as it relates to recruiting function * Research industry trends and develops creative sourcing techniques * Ensure compliance with established recruitment and hiring procedures, and laws and regulations We're looking for talent who: * Has knowledge and understanding of EEO and Affirmative Action policies and procedures, as well as employment functions and human resources regulations and laws * Possess ability to establish, manage and maintain internal positive customer relationships * Has ability to take initiative and identify solutions to problems * Possess ability to demonstrate a high degree of integrity and manage and maintain confidentiality * Has minimum of a bachelor's degrees in Human Resources, Business or related field * Has PHR, SHRM-CP or Talent Acquisition specialty certification preferred * Has minimum 2-4 years of full cycle recruiting experience required * Has experience in Finance industry is preferred * Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization #LI-AP1 #LI-Onsite #LI-Hybrid About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
    $51k-61k yearly est. Auto-Apply 4d ago
  • Salesforce Software Engineer

    Orion Advisor Solutions 4.8company rating

    Lehi, UT job

    About this Opportunity: As a Salesforce Software Developer, you will be responsible for the maintenance and development of new software on the Force.com platform for Orion. This position will utilize the system development life cycle to ensure delivery of concise, well tested, well thought out, and usable projects completed in a timely manner. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Lehi, UT; Hebron, KY; Berwyn, PA. For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply. In this role, you'll get to: * Translate business requirements into well-architected solutions that best leverage the Salesforce platform and products * Provide detailed level of effort estimates for proposed solutions. Articulate the benefits and risks to a solution's feasibility and functionality * Develop, test, and document working custom development, integrations, and data migration elements of a Salesforce implementation * Inject creativity and solutions for new and existing functionality * Create and maintain database objects in support of application development * Provide support for design, development and implementation of application development projects * Learn, understand, and develop the integration between Salesforce and Orion's existing platform, Orion Connect * Troubleshoot and debug system inefficiencies * Perform Salesforce Administration duties as assigned * Regularly perform database de-duping and cleanup storage procedures * Manage ongoing support requests and administrative needs as assigned * Develop documentation and training materials * Identify and troubleshoot issues with sites or programming code and fix any resulting problems * Secure applications against hacking vulnerabilities * Maintain a high level of technical knowledge in all applicable programming languages and database formats We're looking for talent who: * Has knowledge of Force.com platform * Has knowledge of PC architecture and operations, operating systems, networking database management and development, as well as high level of programming knowledge * Possess knowledge of the various stages of the software development life cycle, definition of solution architecture, detailed design, solution development, testing and deployment * Has knowledge and solid understanding of object oriented analysis, design and programming * Has minimum of a bachelor's degree in Computer Science, MIS, or Information System Analysis * Obtain Orion Industry Certification * Possess minimum of 3 years of Force development experience including core, APEX and Visualforce development * Has minimum of 2 years Salesforce Administration experience * Has experience in SQL Server, Web-API, angular development, entity framework, MVC, MVVM, AJAX, XML, ASP.NET, C#.Net, Restful Services, Web Services and HTML in an application development role is preferred * May already have experience with Pardot * Has experience in financial services or asset management industry * Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization #LI-AP1 #LI-Onsite #LI-Hybrid Salary Range: $83,076.00 - $127,179.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more. About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
    $83.1k-127.2k yearly Auto-Apply 60d+ ago
  • Associate - Tax Senior

    Bridge Investment Group 4.4company rating

    Bridge Investment Group job in Salt Lake City, UT

    Make an impact As a Senior Tax Associate, you will report to a Director of Tax and focus on leading a team of tax professionals to manage various tax preparation projects with third-party preparers, as well as preparing corporate and partnership tax returns. Responsibilities: * Assist with the annual tax preparation of Bridge's partnership and corporate entities that range from single asset joint-ventures to multi-asset funds and blockers * Review of federal and state tax returns, as well as investors' Fund K-1s prepared by Bridge's tax service providers * Prepare quarterly/periodic estimated tax and tax withholding calculations for the partnerships and corporations within the various fund structures * Assist with other tax calculations as requested by the accounting department or upper management * Manage the quarterly fixed asset processes in Sage FAS for existing and new assets within each of the Fund structures * Research tax notices from federal/state agencies and prepare written correspondence as needed * Assist in managing information requests from Bridge's tax service providers * Liaise with Investor Services and Bridge's tax service providers to gather investor information needed for composite returns, K-1s, and other tax documents. * Perform tax research into Federal/State tax issues * Other duties as assigned including general administrative duties such as scanning and filing data What you should bring: * Bachelor's Degree in Accounting required; Master's in Taxation or equivalent preferred * CPA license preferred * 3-5 years of experience in preparing partnership returns and K-1s; Big 4 experience is a plus * Real estate industry experience is a plus * Experience with SAGE Fixed Asset Software or other similar product is a plus * Strong Microsoft Excel skills required * High level of integrity, detail, self-motivation, organization and strong team player is a must * Strong oral and written communication skills What we offer * Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance. * Company paid Life Insurance (option to buy additional available) and Long-Term Disability. * Access to benefits concierge service. * Access to Mental Health & Well-Being service. * 401K:Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days. * Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year. * 11 Paid Holidays per year. * Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child. * Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months. We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience. Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email **************************. Want to talk with someone about Bridge Culture? At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity. Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team. How it Works: Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references. Why Participate: You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey. * Personalized Connection: Connect with an employee who resonates with your professional interests. * Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.
    $62k-84k yearly est. Auto-Apply 60d+ ago

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Bridge Investment Group may also be known as or be related to Bridge Investment Group, Bridge Investment Group Holdings and Bridge Investment Group LLC.