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Clear Capital jobs - 167 jobs

  • General Application

    Clear Capital 4.8company rating

    Clear Capital job in Truckee, CA

    Not sure which department to apply for at Clear Capital? Don't worry - we encourage you to apply and let us know more about your skills and area's of interest! Whether you have a diverse skill set or are simply looking to discover your professional passion, Clear Capital is looking for new talent to join our team! Apply now and let your potential flourish at Clear Capital!What You Can Expect Competitive compensation and immediate contribution! Inclusive benefits package offerings 401k plans and customizable benefits including dental, vision, medical, etc. for you and your dependents. An innovative culture that understands the importance of quality of work over quantity. Company supported and employee-driven ambassador groups that promote diversity, working on a hybrid schedule and philanthropy. Learning and development programs to help advance your career and personal growth. What We Value Wherever it leads, Whatever it takes! We believe in making the impossible possible! Thrive personally, grow professionally―be happy! Innovate, learn, lead- Knowledge and growth is never ending! We believe in hiring nice people because anything is possible when you have the team's support. Improving the lives around us- A smile could change the entire world. Be the most trusted, respected, and loved real estate valuation company in the world. About Us Clear Capital is a national real estate analytics, data solutions and valuation technology company with a simple purpose: to build confidence in real estate decisions to strengthen communities and improve lives. Our goal is to provide customers with a complete understanding of nearly every U.S. property through our AI-driven analytics, data solutions, valuation services and automated appraisal review platforms. Our commitment to excellence - wherever it leads, whatever it takes - is embodied by our team members across our brands and has remained steadfast in this pursuit since our first order in 2001. Clear Capital is an equal opportunity employer. To all recruitment agencies: Clear Capital does not accept agency resumes. Please do not forward resumes to our jobs alias, Clear Capital employees, or any other company location. Clear Capital is not responsible for any fees related to unsolicited resumes.
    $94k-128k yearly est. Auto-Apply 60d+ ago
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  • Senior Machine Learning Engineer

    Clear Capital 4.8company rating

    Remote Clear Capital job

    We are a production team dedicated to supporting and enhancing production modeling systems. Our focus is on building the most accurate models with the state-of-the-art modeling technology. We build core infrastructure and pipeline capabilities that ensure seamless data flow into our models. We also support the scaling and development of model prototypes in production environments. Our goal is to create the top-notch Machine Learning products in the real estate industry. We are seeking a Senior Machine Learning Engineer to lead the design, development, and implementation of our machine learning products.What You Will Work On Lead the development of modeling complex, real-world problems. Lead the development of complex data pipelines to support production systems. Lead the development efforts to bring machine learning algorithms into production. Monitor and maintain production machine learning data pipelines. Who We Are Looking For Minimum 5 years experience in machine learning model development, building data pipelines and robust machine learning software systems. Strong and in-depth knowledge of various modeling techniques and machine learning frameworks. Strong knowledge and understanding of machine learning pipelines from standardization, normalization, clustering, modeling, scoring, validation Strong knowledge of relational databases. Strong Knowledge of Python, R, and SQL. Strong knowledge of distributed systems configuration and production maintenance. Understanding of ETL engineering and tools so you can interface with data teams. Understanding of data design principles across multiple different storage systems. Working knowledge of AWS. Parsing and manipulating a variety of different datasets and formats with glue magic Self Starter with the ability to distill ambiguity into working results You want autonomy and are willing to take responsibility You iterate quickly and are a continuous learner and are comfortable in a face-paced environment Good communicator and willing to work cross-functionally with other engineering teams across the organization Strong problem-solving skills and the ability to work effectively in a team. What You Can Expect Compensation: The base salary for this position ranges from $136,000 to $178,000 annually, depending on your location, experience, and qualifications. Additional compensation offerings include company profit-sharing bonus program, communication stipends, and referral bonuses. Inclusive benefits package offering: Comprehensive medical, dental, and company paid vision insurance, 401(k) retirement plan with employer match, voluntary life and AD&D insurance options, voluntary supplemental insurances for accident, critical illness, and legal services, paid time off (PTO) and paid holidays, employee assistance and wellness programs, company paid short term disability coverage, company contributions to health saving funds (with participation in the high deductible health plan. We offer company paid access to Galileo for virtual primary care and Rula for virtual mental health resources. Through our Anniversary Program, we celebrate the meaningful milestones and long tenure that reflect how much we value your contributions and commitment to our team. Career and skill development resources to help advance your career and personal growth. A mission-driven environment where your work makes a measurable impact on the real estate industry. What We Value Wherever it Leads, Whatever it Takes - No matter how remote, complex, or unexpected. Our commitment never wavers. Hire NICE people - Skills can be taught but character shines through. We seek those who bring integrity, kindness, and grit. Lift others up - We lead with empathy and strive to improve the lives of those around us. Sweat the details - Excellence lives in the little things. Getting it just so is how we make a big impact. Raise the bar - We don't settle for industry standards, we redefine them. About Us Clear Capital is a national real estate analytics, data solutions and valuation technology company with a simple purpose: to build confidence in real estate decisions to strengthen communities and improve lives. Our goal is to provide customers with a complete understanding of nearly every U.S. property through our AI-driven analytics, data solutions, valuation services and automated appraisal review platforms. Our commitment to excellence - wherever it leads, whatever it takes - is embodied by our team members across our brands and has remained steadfast in this pursuit since our first order in 2001. Clear Capital is an equal-opportunity employer. To all recruitment agencies: Clear Capital does not accept agency resumes. Please do not forward resumes to our jobs alias, Clear Capital employees, or any other company location. Clear Capital is not responsible for any fees related to unsolicited resumes.
    $136k-178k yearly Auto-Apply 60d+ ago
  • Senior Alternative Investment Specialist - RIA Channels (Atlanta, Chicago, and San Francisco)

    T. Rowe Price 4.5company rating

    San Francisco, CA job

    remote type: US Remote LocationAt T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. * The position is part of the US Intermediaries (USI) business unit and will report to the Head of RIA Alternative Investment Specialists* This role is directly responsible for distribution of alternatives products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.* This is a field sales specialist role, accountable for the distribution/sale of Alternative Investments (Alts) through RIAs.* The role has location flexibility* Drive sales of Alternative Investment strategies with targeted clients* Partner with dedicated generalist field sales teams in driving sales of alternatives within existing sales regions/channels* Present TRP's Alternative capabilities to Financial Advisors, RIAs and/or Investors* Educate TRPs generalist sales team(s) on available alternative strategies* Manage an alternative sales pipeline* Develop relationships with prospect firms* Collaboration with generalist coverage teams to identify sales opportunities and deepen relationships with existing advisors.* Prospect new relationships with the goal of directly driving sales across alternative products* Support efforts with various T. Rowe Price distribution teams on training/education on our Alternative Investments* Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment* Appropriately document and update our CRM (Salesforce) to ensure the data integrity and deepening expertise within the system.* Provide insight and proactive ideas for improvement to optimize team's time and improve client experience* Work with senior leadership across T. Rowe Price and Oak Hill Advisors to ensure client needs are represented in the Alts product development process, and design effective go-to-market distribution strategies that directly result in new AUM.* Develop in-depth knowledge of assigned clients and prospects, their sensitivities, and their business needs to effectively influence their decision-making.* Accountable for representing voice of client in alternatives positioning and product innovation for the USI WM and TRP / OHA leadership teams, and to represent client feedback pertaining to our Alts offer, industry buying trends, and competitor insights.* Maintain a deep understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment structures.* Prior experience in private credit* Proven direct new business generation experience* Proven ability to drive sales directly with clients / intermediaries* In-depth knowledge of Alts and investment vehicles such as interval funds, BDCs, Non-traded REITS, private funds, etc.* Minimum of 5+ years of Alts experience* College degree required* Exceptional communication skills including written, verbal, and delivering presentations* Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms* Strong organizational, time management, and relationship management skills* Significant travel required* 10+ years of Alts experience* Series 7 & 63 preferred, must obtain within 3 months of hire* Advanced degree or designation (e.g. CFA, CAIA, CIMA).* Previous experience and proven success with fundraising through intermediary relationships Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Health and wellness benefits, including online therapy Family care resources, including fertility and adoption benefits remote type: US Remote Locationremote type: US Remote Location #J-18808-Ljbffr
    $118k-185k yearly est. 2d ago
  • Senior Alt Investments & RIA Channel Lead - Remote

    T. Rowe Price 4.5company rating

    Remote or San Francisco, CA job

    A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr
    $118k-153k yearly est. 2d ago
  • Supervisor, Customer Retention (Remote)

    Globe Life Inc. 4.6company rating

    Remote or McKinney, TX job

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Customer Retention Supervisor - Back Office? Globe Life is looking for a Customer Retention Supervisor - Back Office to join the team! In this role, you will be responsible for managing reinstatement processes and contact center transactions for various Globe Life Brands. The Customer Retention Supervisor - Back Office will assist with overseeing, tracking, and processing agent conversations for the Customer Retention Department. This position will also oversee waiver of premium and payment processing functions performed from call center retention efforts. This is a remote/work-from-home position. What You Will Do: * Routinely monitor and assign tasks received in Back Office. * Monitor KPI targets for processing within an acceptable time and accuracy expectation. * Ensure audit targets are met and quality feedback is provided. * Assisting Agents with escalation and reinstatement questions. * Partner with the field to ensure all questions and concerns are handled timely. * Complete reporting for all Reinstatement Initiatives. * Provide Management with status updates or trends. * Assisting in all positions as needed. * Review and approve refunds processed by Reinstatement Clerks. * Manage a team of clerks with varying skill level. * Review/approve/edit timesheets through Kronos. * Oversee the overall work product of the group to ensure accuracy. * Hire new staff as necessary. * Facilitate corrective actions and employee improvement plans as necessary. * Responsible for ensuring department goals are met. What You Can Bring: * High School Equivalent. * Associate degree and/or equivalent work experience. * 3 years of previous supervisory experience required. * Insurance experience preferred. * Ability to work independently and meet deadlines. * Ability to manage remote employees. * Requires leadership and people skills. * Strong organizational and time management skills. * Ability to handle multiple projects at once. * Organizational skills and attention to detail. * Excellent verbal communication skills and ability to interact professionally with a diverse group. * Excellent MS Office skills required (Word, Excel, and Access a plus). * Ability to run basic SQL queries. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full time and/or part time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: McKinney, TX
    $33k-37k yearly est. 6d ago
  • Client Relationship Manager

    Ascensus 4.3company rating

    Remote job

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. Develop strong working relationships with daily client contacts. Provide ownership for the resolution of issues escalated by clients and financial professionals. Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. Review existing book of business to identify plan retention and create strategy for non-elite advisors. Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. Lead and/or participate in projects that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in business or related fields, or equivalent work experience Minimum of 7 years' experience in retirement services industry or related field is preferred Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be able to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Demonstrated project management skills Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
    $94k-136k yearly est. Auto-Apply 32d ago
  • Nonqualified Deferred Compensation Plan Communications Consultant

    Ascensus 4.3company rating

    Remote job

    Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Section 1: Position Summary As a Nonqualified Deferred Compensation Communications Consultant, you are passionate about educating and clearly communicating the benefits of nonqualified retirement plans. You thrive on communicating complex and challenging information in a simple to understand, straightforward manner. You write to inspire positive retirement plan behavior (enrolling, saving more, etc.) that leads to plan understanding, appreciation, and engagement. In this position, you will be responsible for creating and executing customized, targeted communication campaigns that enhance the overall participant experience and achieve measurable business objectives. Objectives may include enhancing plan knowledge and appreciation, increasing participation and contribution rates, clarifying NQDC distribution rules and strategies, and product rollouts. The NQDC Communication Consultant works to support all NQ plans, including Newport and institutional partners. Section 2: Job Functions, Essential Duties and Responsibilities Research, design, write, and edit NQDC communications programs, using a multi-media approach, i.e., email, print, digital, face-to-face, etc. Partner with Marketing to create global education materials used by NQDC plans. Support our NQ institutional partners in terms of participant communications including core educational materials, client-specific requests, and special projects/request. Create customized targeted communication campaigns for clients based upon their goals and objectives. This includes identifying measurable goals and results for each campaign. Engage with the product and compliance teams to ensure materials are accurate and approved for use with participants. Proactively recommend new communication initiatives based on marketplace observations, participant, and client needs. Travel: Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always . They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision None Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in Communications, English, Business Administration, Marketing or related field. At least seven (7) years experience in the retirement plan (preferably NQDC) or benefits consulting marketplace, with demonstrated expertise across various marketing disciplines including participant communications programs. Strong attention to detail and experience proofreading and editing. Strong PC skills, including MS Suite (advanced PowerPoint), Adobe, Illustrator, and Brainshark. Excellent writing and creative skills. Knowledge of graphic identity standards. Problem solving skills: Must be proactive and resourceful and able to exercise sound judgment. Interpersonal skills: Works well with others; able to work as a team member and interact effectively with all levels of employees including senior executives. Strong project management skills: Able to develop and execute project plans. Manage multiple assignments at a time and work well under pressure. Knowledge of current issues and marketplace trends. High degree of personal initiative, dedication, and commitment to making the client's initiative successful and of the highest quality. Must have the ability to accept responsibility for every aspect of assigned work. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
    $98k-139k yearly est. Auto-Apply 60d+ ago
  • Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately

    Globe Life 4.6company rating

    Remote or Houston, TX job

    START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy: Flexible schedules Full training provided High income potential All without leaving your home. No experience? No problem. We'll give you everything you need to succeed. ✅ WHAT WE OFFER: High earning potential - No cap on income Full training provided - No experience required Flexible schedules (Full-time or Part-time) 100% remote work from home Rapid career growth opportunities Hiring immediately - Start this week YOUR ROLE: Making outgoing calls, emails, texts and chats from clients Provide clear answers and process requests. Maintain professionalism and positivity. REQUIREMENTS: Computer/laptop with internet access. Positive, coachable, and reliable. Ability to work independently and with a team. No prior experience required - we train you! Must be willing to get Licensed in Life and Health Insurance Must be a US Resident AVERAGE EARNINGS: $800-$1,200 weekly (Weekly Commission based Salary + performance bonuses). APPLY NOW - INTERVIEWS ARE FILLING FAST! Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!
    $800-1.2k weekly Auto-Apply 60d+ ago
  • Technical & Aggregation Support Specialist

    Empower Retirement 4.3company rating

    Remote job

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Technical & Aggregation Support Specialist, you will resolve complex technical issues for clients, advisors, and internal support teams in a fast‑paced, technology‑driven environment. You will partner closely with engineering teams and third‑party providers to diagnose issues, improve product functionality, and deliver exceptional customer experiences. This role requires strong technical skills, analytical thinking, and a customer‑first mindset. What you will do Resolve client, advisor, and internal support inquiries submitted through Zendesk Partner with engineering teams and third‑party aggregators to identify, escalate, and resolve technical issues Analyze trends in client issues and serve as the voice of the customer to drive product improvements Create and maintain Help Center articles and technical documentation for common issues Recommend and support process and tooling improvements to enhance customer satisfaction What you will bring Bachelor's degree and at least 2 years of related experience, or equivalent work experience Strong analytical and technical troubleshooting skills Excellent written communication skills with ability to explain technical concepts clearly Strong time management and organizational skills in a support environment Customer‑first attitude with empathy and accountability for issue resolution What will set you apart Experience with Zendesk, JIRA, or similar support tools Account Aggregation experience a plus Experience providing technical support via phone, chat, and email Ability to work cross‑functionally with engineering and product teams Experience writing technical documentation or training support personnel Working knowledge of SQL or similar data tools ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-20-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
    $55.3k-76.1k yearly Auto-Apply 4d ago
  • VP EPW Supervision, Audit & Control

    Empower Retirement 4.3company rating

    Remote job

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Passionate About People, Data, and Compliance? Lead Our Next Era of Supervision Innovation This role will lead Empower Personal Wealth's Supervision, Audit, Quality Assurance, Control, and Incident Management functions. This role ensures compliance with all regulatory requirements (SEC, FINRA, IRS, DOL) while strengthening Empower's risk and control environment. This is a critical role, where you will set strategic direction, oversee key programs, and partner with senior leadership to maintain the highest operational and ethical standards. The ideal candidate has a strong background in the industry and in a Supervision role, with an eye towards transforming Supervision through Data, AI, and Purposeful Leadership. What You Will Do Oversee all supervision, audit, and control programs across Empower Personal Wealth Ensure operational and financial controls meet compliance standards and mitigate risk Serve as the company's audit, control, and risk subject matter expert, advising leadership and regulatory agencies Lead annual SOC1 certification, control reviews, and incident management processes Acts as company Control/Risk/Audit SME and leads cross enterprise initiatives i.e. system user access reviews, organizational control changes and internal and external audit initiatives, providing expertise on risk management, audit and controls Partner with internal and external auditors to define scope, address findings, and implement improvements Drive efficiency and process enhancements through technology, data, and best practices Communicate and enforce all EPW policies, and assist with investigations and disciplinary determinations of all violations of policy Collaborate with Compliance Department and key stakeholders to monitor regulatory changes; product needs market demands to effectively evolve compliance and supervision programs What You Will Bring FINRA Series 7 & 24 required 10+ years of relevant securities experience, preferably in compliance or supervision Deep understanding and broad experience in the field; regulatory requirements including the business impacts An understanding of DC plans, IRA, taxable accounts, insurance products, brokerage offerings, advisory services and all other securities products Sound judgment to balance a variety of factors (cost, risk, short-term versus long-term impact) to achieve an optimal outcome in compliance with applicable laws, regulations and rules Experience and demonstrated knowledge of multiple related subject areas including but not limited to SOC1, ICOFR. etc. Experience and proven ability to lead and influence others Bachelor's degree required What Will Set You Apart Ability to resolve complex problems and lead development of creative and advanced solutions Demonstrates initiative, critical thinking and judgment on addressing and resolving highly complex processes, recommending and implementing alternative courses of action if needed Intellectual curiosity required to ask the right questions and drive out inconsistencies ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** #pjpw What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $175,300.00 - $254,200.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-28-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
    $175.3k-254.2k yearly Auto-Apply 7d ago
  • Franchise Services Bookkeeper

    Empower Brands 4.3company rating

    Remote job

    WHO WE ARE: Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com. ESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Invoicing and Accounts Receivable Verify and reconcile revenue transactions generated by an automated Customer Relationship Management (“CRM”) software. Reconcile CRM automated customer payments to bank deposits. Assist franchise clients with research of customer account discrepancies. Obtain information from clients to ensure records are accurate and complete and that accounts receivable ledgers and journals are up to date. Accounts Payable and vendor payments Accounts payable data entry. Assist franchise clients with vendor payments and statement reconciliation. General Accounting Duties General ledger journal entries (including, but not limited to): Payroll record keeping Monthly depreciation/amortization Cost of Goods Sold and inventory valuation adjustments Construction job cost accrual accounting Monthly account reconciliations - Bank and Credit Card Maintain certain spreadsheets for monthly reporting and analysis Assist with preparing the monthly financial reporting package Assist with any other general accounting and bookkeeping duties as required CANDIDATE REQUIREMENTS & COMPETENCIES: Bachelor's degree in accounting, finance, or related field preferred (Associate's degree required) 3+ years multi-client bookkeeping experience Experience with QuickBooks and QuickBooks Online is required (ProAdvisor certification preferred) Strong verbal and written communication skills Energetic, positive, and enthusiastic attitude Attention to detail Multi-tasking capabilities Ability to work both independently as well as within a team environment Microsoft Office products' knowledge and proficiency are required. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote
    $37k-48k yearly est. Auto-Apply 6d ago
  • Strategic Business Consultant, Retirement Sales

    Ascensus 4.3company rating

    Remote job

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. Section 2: Job Functions, Essential Duties and Responsibilities Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services. Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms. Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate. Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth. Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings Delivery of customized book of business reporting to create efficiencies for your advisors Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Section 3: Experience, Skills, Knowledge Requirements Deep knowledge of the retirement plan industry, 7+ years' experience preferred Demonstrated ability to build and manage relationships Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment Excellent analytical and problem-solving skills Ability to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Ability to travel as required Highly organized with the ability to effectively prioritize key issues and deliverables Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
    $61k-93k yearly est. Auto-Apply 56d ago
  • Remote Entry Level Leadership Role

    Globe Life 4.6company rating

    Remote or Houston, TX job

    HIRING REMOTE (NOT HIRING IN CA, MN, NY) The Zuzick Organization of Globe Life is New England's premier company for protecting working families assets with benefits. We were awarded one of New England Best Places to work, #1 in our category for 2024 and 2025. Globe Life is one of the largest benefits companies in the country. We have over 17 million policyholders with over 192 Billion dollars of insurance in force. We're the official Insurance company of the Dallas Cowboys, Los Angeles Lakers and have the naming rights to last year's World Series Champs, the Texas Rangers, ballpark GLOBE LIFE FIELD. We'll make sure you have the tools and training to excel your career into leadership. Do you want to protect families and and make a difference? If you're a competitive person, seeking an increased work-life balance and greater earning potential then we want to talk to you! The first year average income is between $85,000 - $100,000K Job Benefits: REMOTE (ALL MEETINGS WITH CLIENTS ARE DONE OVER ZOOM) CULTURE: Like minded professionals make a fun an enjoyable work environment LIFETIME RESIDUAL INCOME, LIFETIME RENEWALS, LIFETIME ROYALTIES Advancement opportunities, We promote only from within Company Generated Leads Professional Coaching and Mentorship Merit Based Career Advancement Direct Deposit WEEKLY or NEXT DAY PAY! Annual Awards Trips to Exotic Locations. Prior years have been Portugal, Puerto Rico, Cancun and HAWAII Job Requirements: A Passion for Helping People High Personal Integrity and Character Work Ethic, Self-Motivation, and a Desire to Succeed Excellent Communication Skills Coachable and Accountable Team Player Making contacts via phone and networking Passion for people and developing relationships Outstanding customer service skills Goal-oriented with a focus on achieving success Excellent time management and organizational skills Immediate interviews! If you feel you could be a good fit for our team, send us your resume and we will call you back ASAP and set up an interview!
    $73k-103k yearly est. Auto-Apply 60d+ ago
  • Senior Director, Front Office Advice & Guidance

    Empower Retirement 4.3company rating

    Remote job

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As the Senior Director of Front Office Advice and Guidance, you will serve as a trusted compliance advisor to Empower's front-office and supervisory leaders. You'll guide the advice, sales, and service functions within Empower Personal Wealth (EPW) and Empower Workplace Solutions (EWS) to ensure activities meet all regulatory and internal standards. Leading a team of compliance professionals, you'll provide oversight across both broker-dealer and investment advisory operations-helping Empower deliver advice with integrity, transparency, and consistency. What you will do: Partner with the VP of Compliance, senior leaders, and front-office executives to implement the compliance framework for EPW and EWS Serve as the primary compliance contact for advice delivery, supervision, and client conduct matters Provide expert interpretation and guidance on SEC, FINRA, and DOL regulations, including Regulation Best Interest and the Investment Advisers Act of 1940 Advise business leaders on regulatory impacts of major initiatives and recommend risk-based solutions Define and manage compliance initiatives supporting advice, distribution, and supervision functions Coordinate across business and control partners to implement new or evolving regulatory requirements Track open compliance issues to ensure timely resolution and escalation as needed Communicate emerging risks, trends, and program updates to senior management and key stakeholders Develop and maintain compliance policies, procedures, and governance frameworks for front-office activities Represent Compliance on committees and working groups related to client advice, supervision, and service What you will bring: Bachelor's degree or equivalent experience (advanced degree preferred) 10+ years of compliance experience within broker-dealer and investment advisory environments FINRA Series 7 and 65 (or 7 and 66) plus 9/10 or 24 required, or ability to obtain within corporate timelines. FINRA fingerprinting required Proven experience leading compliance programs or advisory functions at a senior level Must have the ability to learn and develop a deep understanding of the business; build strong relationships through regular communication and active participation in committees and projects; and objectively assess inherent regulatory risks. This includes developing a comprehensive understanding of the control environment, accurately identifying weaknesses, measuring control effectiveness, and partnering with the business to advocate for and drive effective remediation. Deep understanding of SEC, FINRA, and DOL regulations and enforcement trends Strong knowledge of advice delivery, supervision, and client interaction frameworks Excellent communication and relationship-building skills across business and control teams Strategic thinking and sound judgment in applying regulatory standards to business initiatives Must demonstrate a “challenger” mindset and strong relationship skills to build durable, collaborative partnerships with business leaders What will set you apart: Recognized as a trusted compliance advisor to senior leadership Experience building or transforming compliance programs in dynamic business settings Deep familiarity with compliance governance and control effectiveness assessments Track record of identifying and remediating control weaknesses through partnership Proven success balancing business objectives with regulatory expectations Exceptional written and verbal communication skills for executive audiences ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $138,000.00 - $200,100.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-17-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
    $138k-200.1k yearly Auto-Apply 12d ago
  • Plan Document Specialist

    Ascensus 4.3company rating

    Remote job

    FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Responsible for the following tasks related to basic to medium complexity retirement plans: Draft plan document including new plan documents and plan restatements Draft plan amendments Prepare/update Summary of Plan Description and other related documents Prepare IRS submissions Prepare plan termination documents and submissions Prepare annual notices Perform technical research to answer compliance questions or resolve compliance issues Work with Relationship Consultant to ensure signed documents are accurate and received timely Complete assigned projects timely, accurately and in a cost effectively manner Proactively participate in process improvement and innovation of current systems Ensure client plan document files and records are organized and up to date Commitment to ongoing pension education along with staying current with regulations and law changes Enter consulting time in timekeeping system daily Update workflow system daily Perform Special projects Other duties as assigned Section 3: Experience, Skills, Knowledge Requirements SKILLS NEEDED Excellent verbal and written communication skills, including the ability to communicate technical ideas Must possess strong organizational skills Must have knowledge of a variety of computer software applications in word processing, spreadsheets and database software Self-starter who will take responsibility for completing tasks in a timely fashion Work requires continual attention to detail in reviewing materials, managing multiple projects, establishing priorities and meeting deadlines Dependable with excellent follow through on commitments and responsibilities Conceptual and analytical Ability to work in a team environment and also work independently as appropriate Ability to work in fast paced, ever changing office environment Must be willing to maintain a flexible work schedule and work overtime as needed EXPERIENCE NEEDED A minimum of 2 years of retirement plan administration experience or equivalent preferred TRAVEL REQUIREMENTS None PHYSICAL DEMANDS Must be able to sit for long periods (at least 8 hours per day). Must be able to work on a computer at least 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse). EDUCATION/TRAINING NEEDED B.A. or B.S. degree preferred ASPPA designation or actuarial exams preferred We are proud to be an equal opportunity employer. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
    $35k-56k yearly est. Auto-Apply 4d ago
  • Remote Retirement Plan Compliance Analyst

    Ascensus 4.3company rating

    Remote or Philadelphia, PA job

    FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants. * We have several openings for this role.* Section 2: Job Functions, Essential Duties and Responsibilities * Ability to successfully complete and support the work outlined for the Compliance Associate roles * Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations. * Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information * Supports DOL, IRS, and Large plan audits * Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans * Is responsible for plan administration, compliance and testing for identified blocks of business * Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines * Prepares annual valuation and compliance reports for Clients * Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents * Supports and completes assigned quality assurance reviews * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree preferred * 3 to 8+ years of hands-on Retirement plan testing experience will be considered * Experience doing Employer Calculations * Must have experience with 5500's and other relevant documents * Experience with cash basis and/or trust accounting * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytical and problem-solving skills * Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters * Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements * QKA designation preferred but not required * Involvement or work towards associates QPA designation preferred * Prior experience with plan administration software, i.e. FT Williams or ASC preferred. The national average salary is $65,000 - $95,000, exclusive of any bonuses and benefits. This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $65k-95k yearly 9d ago
  • Part-Time Insurance Verification Specialist (Remote)

    Globe Life Family of Companies 4.6company rating

    Remote or McKinney, TX job

    At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Part-Time Insurance Verification Specialist? Globe Life is looking for a Part-Time Insurance Verification Specialist to join the team! In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy. This is a remote / work-from-home position. What You Will Do: Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment. Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed. Clearly explain the application process to potential customers. Accurately complete additional paperwork as needed. Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database. Transfer calls to the appropriate department as needed. Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's). Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc. What You Can Bring: Minimum typing requirement of 35 wpm. Bilingual English and Spanish preferred Superior customer service skills required - friendly, efficient, good listener. Proficient use of the computer, keyboard functions, and Microsoft Office. Ability to multitask and work under pressure. Knowledge of medical terminology and spelling is a plus. Excellent organization and time management skills. Must be detail-oriented. Have a desire to learn and grow within the Company. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full-time and/or part-time based on the position specifications.
    $28k-31k yearly est. 60d+ ago
  • Acquisitions Intern

    Clear Capital LLC 4.8company rating

    Clear Capital LLC job in Irvine, CA

    APPLICATIONS WITHOUT A COVER LETTER WILL NOT BE CONSIDERED. Real Estate Acquisitions Analyst - Intern, SEASON, YEAR In this role, you will be an integral part of the transactions team at Clear Capital, LLC and participate in all facets of underwriting and acquiring multi-housing real estate investments. Our values are Excellence, Integrity, Transparency, Truth, and Growth so you will be challenged to improve both professionally and personally every day you are working alongside our tight-knit team. The transaction team's mission is to put the firm's investors first and approach every investment it makes with an in-depth understanding of how each investment will deliver real economic profit as well as preserve capital while improving the community in which the property sits. If you want to be part of a team that is collaborative, invested in your success and growth, and that will help you take your skills to the next level, apply to our Fall/Winter 2022 Internship. Important Application Information Compensation: $18.00-$22.00 Per Hour. Program Length: The approximate dates of this internship are October 2022- March 2023. Availability: Interns must be available to work full time hours (approximately 40 hours per week) and be fully available for the duration of the internship. Housing: Interns must provide their own housing for the duration of their internship program. Transportation: Interns must have reliable transportation to get to and from work for the duration of their internship program. On-Site Format: This internship is not a fully remote position. Interns will be expected to work from Clear Capital, LLC's Los Angeles office in Westwood. Exceptions may apply. Required Materials: PDF Version of Resume, Cover Letter APPLICATIONS WITHOUT A COVER LETTER WILL NOT BE CONSIDERED. Company and Program Background: Clear Capital is a private equity real estate investment firm specializing in direct equity investments in multi-family real estate. We focus on identifying, acquiring, improving, and monetizing apartment assets throughout the West and Sunbelt regions of the US. Clear Capital currently owns over 4,500 units spread across over 25 communities in 6 states on behalf of its investors' and the company's funds. Clear Capital is seeking a Real Estate Acquisitions Intern that is passionate about multi-family real estate, hungry to learn, and that wants to grow with our company. We take a mentorship approach with our Interns and teach our talented team members the entire process we use to successfully acquire properties on behalf of our investors. Through this role, you will gain the skills, understanding, and expertise to analyze and underwrite acquisitions and you will be exposed to transactional due diligence, capital raising, financing, and the closing process. During your time here, you will support the transactions team by performing market research and sourcing and maintaining information in key databases. You will also underwrite prospective acquisitions, assist during the due diligence and closing process, and provide ad-hoc support for special projects across the company's various departments. Interns are expected to be quick thinkers with excellent communication and interpersonal skills that can solve problems, overdeliver on all expectations, and maintain a genuine positive attitude. Responsibilities: Property Identification and Underwriting · Complete transaction screening, and contact investment sales professionals to gather key data to utilize in creating property and investment summaries · Assist the Analysts and VP of Acquisitions in underwriting new acquisitions by researching property comps, analyzing financial statements, building operating and capital budgets, conducting submarket research, and sourcing other relevant information within target markets · Apply standard analytical processes to create detailed financial investment cash flow models to determine whether opportunities meet/exceed the company's investment criteria Property Acquisition · Assist in the coordination of the due diligence process for new acquisitions, including assisting in the review of third party reports, compiling market analyses, completing rental surveys, assisting during property inspections, and helping with other items as required · Maintain and update acquisition pipeline reporting and other exhibits for team meetings · Review key financial exhibits and provide complete analyses to senior management for prospective acquisitions · Prepare summaries of market research, financial analysis, and due diligence in preparation for all individual and team acquisition meetings Other · Database management · Market research · Ad-hoc financial modeling Basic Qualifications · Passion for or strong demonstrated interest in multi-family real estate · Hardworking, analytical, detail-oriented and organized · Track record of personal, educational, and professional success · Excellent organizational skills with the ability to work on multiple projects in an efficient manner to meet all deadlines · Excellent innovative thinking and problem-solving skills · A “get it done now” approach with a “whatever it takes” mentality · Excellent skills in Excel, Word, and PowerPoint · Excellent internet research skills · Excellent verbal and written communication skills · Excellent management communication skills with the ability to "manage up" and seek help, clarification, and prioritization of tasks from senior members of the firm · Ability to work independently and with guidance from senior management · Ability to work under pressure and in a time sensitive environment Required Education or Experience · Junior or Senior pursuing an undergraduate degree with coursework in Business, Finance, Economics, and/or Real Estate · Recent graduate with a bachelor's degree in Business, Finance, Economics, and/or Real Estate; Graduate degree a plus · Real estate financial analysis and underwriting experience a plus · Excel financial modeling experience a plus · 1-2 years of real estate or finance (equivalent) experience a plus Skills · Strong interpersonal skills and team oriented with a positive attitude · Desire to learn new skills and take on challenges · Creative problem solver with great learning agility · Good communication skills Attitude · Passion for Clear Capital's mission · Responsible and Independent · Committed to Excellence · Committed to Growth · Integrity · Transparent Communicator · Passionate and Driven · Professionally Mature · Entrepreneurial Approach with an Ownership Mentality · An understanding that every single detail matters · Sense of Humor Equal Opportunity Employer Statement Clear Capital, LLC is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Clear Capital, LLC makes hiring decisions based solely on qualifications, merit, and business needs at the time.
    $18-22 hourly Auto-Apply 60d+ ago
  • Enrolled Actuary

    Ascensus 4.3company rating

    Remote job

    FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Job Description Section 1: Position Summary High level review to ensure quality of client deliverables including research of pension law and regulations. Responsible for ensuring service standards remain in alignment with the expectations, guidance and direction provided by the FuturePlan Lead Actuary and organizational standards. Serve as an expert in the valuation, administration and compliance of Defined Benefit, Cash Balance plans and DB/DC Combo plans. Section 2: Job Functions, Essential Duties and Responsibilities Review, prepare and/or certify client projects and ensure accurate client deliverables including: - Actuarial valuations and reports - Benefit statements - Plan documents, amendments, employee communications (SPDs, etc.) - Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms) - IRS determination filings and PBGC (Form 500 series) termination submissions - ASC 715/960 - Perform and review combined plan non-discrimination testing Answer technical questions posed by staff Research the Internal Revenue Code and other technical resources to resolve client issues Provide technical training for staff Provide back up to other teams as necessary Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in actuarial science, math or math related field Enrolled Actuary designation with 5 years industry experience Advanced understanding of: - Pension law - Plan documents and IRS favorable determination letters - Actuarial valuations and software systems Excellent technical/analytical skills Ability to research technical issues Ability to explain technical issues to all levels of associates Good verbal and written communication skills Demonstrated expertise with Microsoft Office, particularly Excel applications Demonstrated expertise with industry recognized pension valuation software Detail and accuracy oriented Good time management skills Team Player Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
    $69k-106k yearly est. Auto-Apply 60d+ ago
  • Manager, Workday HR Admin & Product Owner

    Globe Life and Accident Insurance Company 4.6company rating

    Remote job

    At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Manager, Workday HR Admin & Product Owner? Globe Life is looking for a Manager, Workday HR Admin & Product Owner to join the team! In this role, you will serve as a key strategic business leader at the intersection of HR process, people, and technology - driving innovation, efficiency, and excellence in our people systems. This role will partner with business leaders and IT to enhance the vision for Workday's HCM functionality, ensuring workflows align with business objectives, meet compliance requirements, and deliver excellent employee experience. Acting as the voice of the customer within HR Technology as the Product Owner, the Manager will collaborate closely with HR leaders, IT technical teams, and stakeholders to translate strategic priorities into scalable Workday solutions that enable data-driven decisions and operational success. As the Manager of the HR Admin team, this role will lead and develop Workday administrators, each specializing in specific workstreams such as Core HCM, Compensation, Benefits, Learning, Talent, and Payroll. The Manager will oversee productivity, ensuring their collective work aligns to a unified product vision and consistently delivers value-driven support to the organization. This is a remote / work-from-home position. What You Will Do: Product Owner Responsibilities: Own and prioritize the product backlog for Workday HCM features based on business value, stakeholder feedback, and technical dependencies. Translate business requirements into detailed user stories with clear acceptance criteria and definition of final deliverables. Collaborate directly with development and configuration teams to ensure user stories are well-defined and actionable. Facilitate sprint planning, backlog refinement, and sprint reviews to maintain development velocity and quality. Conduct regular stakeholder demos and gather feedback to validate deliverables and inform backlog priorities. Make tactical product decisions within the established product roadmap and strategy. Coordinate user acceptance testing and validate that delivered features meet acceptance criteria. Manage release coordination with IT teams to ensure proper testing and deployment processes. Serve as the primary point of contact between HR stakeholders and the technical delivery team. People Leadership Responsibilities: Lead and develop a team of Workday HR administrators across Core HCM, Compensation, Benefits, Talent, Learning, and Payroll modules. Set clear performance expectations and provide regular coaching and feedback to team members. Conduct performance reviews and create individual development plans aligned with career growth objectives. Foster cross-functional collaboration and knowledge sharing among team members to build expertise across modules. Ensure team adherence to governance standards, security protocols, and best practices. Manage team capacity and workload distribution to optimize delivery and prevent burnout. Recruit, onboard, and retain top talent for the Workday administration team. What You Can Bring: Bachelor's degree in business administration, computer science, or related field. 3-5 years Workday HCM experience with hands-on configuration and administration. 2-3 years of leadership experience with technical or HR teams. Workday certification, preferred. Knowledge of employee lifecycle, compensation planning, benefits administration, talent management, and payroll operations. Knowledge of data privacy, compliance requirements, and security protocols. Understanding of Workday APIs, data flows, integration requirements, and system architecture principles. Scrum, sprint planning, backlog management, and user story writing. Able to translate business needs into technical language and specifications. Relationship and expectation management across multiple departments. Able to balance competing priorities based on business value, technical constraints, and stakeholder priorities. Understanding of UAT processes and validation of acceptance criteria. Understanding of HR processes and compliance requirements. Experience creating clear requirements, process maps, and decision logs. Able to translate between technical and business stakeholders. Successful record of leading teams through system updates and process improvements. Development of team members' technical, professional, and specialized functional skills. Able to facilitate successful cross-training programs. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full time and/or part time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: Competitive compensation designed to reflect your expertise and contribution. Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan. Paid holidays and time off to support a healthy work-life balance. Parental leave to help our employees welcome their new additions. Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. Company-paid counseling for assistance with mental health, stress management, and work-life balance. Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
    $76k-103k yearly est. Auto-Apply 9d ago

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