Job Description
The Commercial Collections & Compliance Analyst supports the operational performance of our retail real estate portfolio by creating systems, improving workflows, and delivering clear reporting for Operations, Asset Management, and Leadership. This role serves as a cross-functional coordinator with Leasing, Lease Administration, Legal, and Property Management to ensure accuracy, compliance, and timely resolution of tenant financial and operational obligations.
*Hybrid schedule available at our main office in Baltimore.
Key Responsibilities
1. Commercial Collections Management
Lead the end-to-end collections process across the retail portfolio; build proactive workflows, tiering, triggers, and dashboards beyond standard automated reports.
Manage arrearages 60+ days past due, escalating to legal, outside counsel, or enforcement actions when appropriate.
Support bankruptcy tracking and reporting with guidance from Retail Leasing leadership and Legal.
Coordinate payment plans and settlement agreements in partnership with Leasing.
Oversee legal collections and evictions with outside counsel, ensuring accurate tracking across the portfolio.
2. Post-Eviction Recovery & Analysis
Analyze post-eviction collectability and recommend recovery strategies.
Manage the full post-eviction recovery process with outside counsel, including tracking outcomes and evaluating cost-benefit KPIs.
Provide recovery performance reporting to Operations and Asset Management.
3. Compliance Monitoring: Sales Reporting & COIs
Track and collect delinquent sales reports; conduct high-level audits for reasonableness and reporting frequency.
Monitor tenant COI compliance and intervene when Lease Administration and Legal escalations are exhausted.
Engage directly with tenants when necessary, requiring strong interpersonal and negotiation skills.
Maintain accurate compliance records and communicate status updates internally.
4. Reporting, Metrics & Business Intelligence
Maintain and enhance a quarterly BI matrix capturing key metrics such as arrearages, collections performance, recovery rates, COI compliance, and sales reporting compliance.
Standardize processes and develop automated or semi-automated workflows where feasible.
Produce actionable portfolio-level insights for senior leadership.
5. Cross-Functional Collaboration & Communication
Serve as the central liaison across Leasing, Lease Administration, Legal, and Property Management.
Ensure alignment on tenant status, collection strategies, compliance issues, and next steps.
Provide timely updates and insights to Operations and Asset Management.
Qualifications
3-5+ years in commercial property management, collections, lease administration, or similar role; retail experience preferred.
Strong analytical capabilities, including BI tools, Excel, and portfolio reporting.
Proven ability to build systems, workflows, and standardized processes.
Excellent cross-functional communication and coordination skills.
Working knowledge of commercial leases, legal processes, and tenant compliance requirements.
Highly organized and effective in a fast-paced owner-operator environment.
Founded in 1960, we've been named
Best Workplaces 2025
by Fortune magazine.
$67k-107k yearly est. 12d ago
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Service Technician
Continental Realty 3.9
Continental Realty job in Towson, MD
As a Service Technician for Courthouse Square in Towson, you will help maintain the physical integrity of this beautiful community with 526 apartment-homes. We own and operate all of our communities and invest in the long-term.
We offer $750 per month rent discount for live-on, health/dental/vision/401K, on-call appreciation bonus, additional quarterly team bonus, and plenty of resources/support to get the job done.
Most Important Responsibilities
Work closely with your team members to complete service requests and make-readies in a timely fashion with high quality craftsmanship.
Share your knowledge with coworkers and assist each other when challenges arise.
Go above and beyond the call of duty for residents to provide excellent customer service.
Manage your time wisely and communicate throughout the day.
Anticipate problems that residents might have before they even occur.
Most Important Qualifications
MUST BE A GO-GETTER with a proven track record of stepping up to the plate and taking initiative.
1-5 years of recent hands-on experience in apartment maintenance, preferably on a demanding garden-style community with high standard for customer service.
Solid track record of basic technical skills in plumbing, drywall, carpentry, appliance repair, electrical, HVAC, EPA preferred.
Customer service skills a must.
Vehicle, driver's license, must be willing to participate in the emergency on-call rotation which is once every 5 weeks.
Ability to assess and address problems quickly, good organization skills and strong follow up.
We've been Voted a Top Workplace locally and nationally for the past several years in a row - and Top Ten Management Company Nationwide.
$750 monthly Auto-Apply 6d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Myrtle Beach, SC job
Your Opportunity:
Assistant Store Manager TitleMax Myrtle Beach, SC
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$15 hourly Auto-Apply 2d ago
Career Day in Gainesville, GA!
Community Choice Financial Family of Brands 4.4
Gainesville, GA job
Your Opportunity:
Join us for Career Day in Gainesville, GA! Thursday, January 8th
9:00AM-6:00PM
TitleMax
537 Shallowford RoadSWGainesville, Georgia 30504**************
Join a company that fuels your drive with real opportunities for professional and financial growth.
Community Choice Financial Family of Brands (“CCF”) is currently looking for ambitious achievers and experienced leaders to join our team and help people in your community access the financial solutions they need-right when they need it most.
Explore your potential with a company that values what you bring to the table.
We invite you to meet 1-on-1 with a hiring manager and learn more about career opportunities as a member of our Store Operations team, the front line of our business that strives to provide the best customer service and overall experience in the industry. Visit ************************************** to apply.
What We Offer:
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational Reimbursement Program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues.
Meticulous attention to detail and ability to accurately enter data.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Experience in check cashing, document verification, and/or money order processing.
Prior cash handling, cash drawer/vault management experience.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Customer Service - Greet and connect with customers to cultivate lasting relationships that drive repeat business and brand loyalty. Help them gain access to our suite of financial solutions while setting an unmatched experience.
Accurately Process Financial Transactions - Review, validate, and process customer transactions, like check cashing, money transfers, and loans/pawns, with accuracy and integrity.
Maximize Customer Success - Educate customers about their transaction and offer personalized financial services that fit their lifestyle. Assist in customer account management, collections, and accepting customer payments.
Thrive in the Community - Participate in in-store and community events and external marketing.
Maintain Your Store - Help maintain appearance and cleanliness of your location to enhance the customer experience.
Keep It Safe and Compliant - Participate in ongoing training, uphold Company policies and procedures, and keep up with office security protocols, including management of a cash drawer, to foster a safe work environment.
*See specific job listings for more details on essential functions by position.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered.
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$47k-71k yearly est. 5d ago
CHB Specialist
ASF 3.8
Savannah, GA job
Job Description: CHB Specialist
We are the Human Standard in Global Logistics. Founded in 1999, with a singular idea: to bring integrity and honor to the freightforwarding market. Today, we are a leader in global logistics and got here because we have stayed true to our core values. We have offices in Mobile, AL, Savannah, GA and Charleston, SC. Visit our website for more information. *****************************
Location: Candidates will be considered in Savannah, GA, Charleston, SC or Mobile, AL
Work Schedule: Onsite Monday-Friday
By joining the ASF Team you will receive…
Company-paid benefits available:
Dental insurance
Short-term and long-term disability
50,000 Group Term Life insurance policy
(7) Paid holidays and (15) days PTO per calendar year
401(k) Retirement plan with employer matching. Employees are 100% vested at enrollment.
Additional Benefits available for purchase:
Blue Cross Blue Shield plan for employee and dependents, vision insurance, critical illness, accident, and additional voluntary term life insurance.
Responsibilities / Essential Functions:
Arrange customs clearance in all USA ports for all inbound goods for various importcustomers. The ideal candidate will be able to handle logistics flow from origin to final delivery to ensure maximum efficiency. This position requires working knowledge of customs regulations and compliance documentation. To succeed in this role, you should have organizational skills, attention to detail, and effective communication abilities. A customer- focused approach is an essential job function.
Duties:
Classify goods using the Harmonized Tariff Schedule (HTS) or Harmonized System (HS) codes to determine applicable duties, taxes, and eligibility for trade agreements.
Prepare, review, and submit customs documentation, including invoices, packing lists, bills of lading, certificates of origin, and import/export declarations.
Calculate and process payments for duties, taxes, fees, and other charges owed to customs authorities.
Ensure compliance with international trade regulations, including free trade agreements (e.g., USMCA), anti-dumping duties, sanctions, and partner government agency (PGA) requirements.
Coordinate with customs brokers, freight forwarders, carriers, suppliers, and government officials to clear shipments and resolve issues like inspections or discrepancies.
Monitor shipments for timely clearance, audit entries for accuracy, and handle post-entry amendments or protests for refunds.
Stay updated on changes in customs laws, tariffs, and regulations; conduct compliance audits and risk assessments.
Advise internal teams or clients on trade compliance best practices, valuation methods, and special programs (e.g., duty drawback).
Maintain records for audits and communicate with stakeholders to prevent delays or fines.
Education and Experience:
Bachelor's degree in business administration or related field preferred
Ocean import/export experience preferred
Minimum of 2 years of experience in import/export operations, customs brokerage, or trade compliance required
$39k-72k yearly est. 5d ago
Citi Private Bank - UHNW Private Banker - Director / MD
Citigroup Inc. 4.6
Atlanta, GA job
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements New Client and Business Development
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
Profile, qualify, and convert prospects into CPB clients.
Identify and execute on new business opportunities with existing clients
Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
Manage client expectations regarding what can and cannot be executed on their behalf
Ensure financial strategies are kept current and appropriately aligned with client objectives
Understand and communicate the risk involved with financial and investment strategies
Ensure all client inquiries and problems are handled effectively and resolved
Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
Comply with all regulatory policies and control procedures regarding client transactions and suitability
Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Ability to understand, utilise and learn computer and web based applications
Qualifications and Education
15+ years of experience
Licensing: Series 7 & 66 (or 63 & 65) & 31
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Job Family Group
Private Client Coverage
Job Family
Private Banker
Time Type
Full time
Primary Location
Atlanta Georgia United States
Primary Location Full Time Salary Range
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 15, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
$121k-196k yearly est. 6d ago
Director of Preconstruction
Allegiance Group 4.4
Athens, GA job
Senior Preconstruction Manager / Senior Estimator ($190k-$215k)
Commercial, Education & Healthcare Construction
Athens, GA
A well-established and growing general contractor in Northeast Georgia is seeking a Senior Preconstruction Manager / Senior Estimator to lead them in Commercial, Education & Healthcare Projects ranging up to $30M+ in value.
What You'll Do
Lead preconstruction and estimating efforts from early concept through GMP
Develop and manage budgets for projects ranging from $1M-$30M+
Drive CM-at-Risk and GMP-based delivery
Collaborate closely with ownership, operations, and leadership
Set standards, processes, and expectations for the preconstruction function
Be hands-on during bid days and key deadlines
What They're Looking For
8-10+ years of experience in commercial construction estimating or preconstruction
Strong background in education (K-12), healthcare, and commercial projects
Proven experience developing and managing GMPs
Professional, confident, and capable of leading a department
Comfortable working primarily in-office (schedule driven by project needs)
Seeking a long-term role with growth and stability
Compensation & Benefits
$190K - $215K+ base salary (flexible for top-tier candidates)
Performance-based bonus structure
Full benefits package including health insurance, 401(k)
Vehicle allowance, gas card, and technology provided
Minimal overnight travel
Why This Role
Direct access to company leadership and decision-makers
Stable, privately held firm with strong revenue growth
Opportunity to shape and lead preconstruction long-term
Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available.
Investment Banking Associate - Industrials (Baltimore, MD)
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets and Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client - high growth, entrepreneurial, middle market companies.
Job Description
Our Investment Banking department is actively looking for an Associate to join the Industrial & Rental Services Group in our Baltimore office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution.
Responsibilities:
Researching industry sectors
Assessing comparable companies, precedent transactions and potential investors/buyers
Preparing and reviewing complex financial analyses and models
Crafting detailed investment memorandums, presentations and pitches
Coordinating group efforts for pitch and transaction related activity
Presenting materials internally to senior bankers and externally to clients of the firm
Training and mentoring Analysts within the team
Qualifications:
2-4 years' experience in investment banking, industrial and/or rental services experience a plus
Successful candidates must have particularly strong quantitative, writing and interpersonal skills
Elevated attention to detail and consistency in work product
Strong work ethic and team player
Organized and proactive
Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter
We take a very team-oriented approach to investment banking, and therefore, also focus on team chemistry in our hiring process.
Compensation:
This salary range is specific to the City of Baltimore and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
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$150k-170k yearly 5d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Summerville, SC job
Your Opportunity:
Assistant Store Manager Check Into Cash Summerville, SC
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'd thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$15 hourly Auto-Apply 1d ago
VP, Education & Training Strategy & Leadership
Kentucky Society of Association Executives Inc. 3.5
Bethesda, MD job
A leading educational organization is seeking a Vice President of Education and Training to oversee and develop comprehensive training programs. The ideal candidate will have extensive experience in the pharmaceutical sector, strong leadership skills, and a proven record in educational program development. Responsibilities include managing budgets, ensuring high-quality course offerings, and mentoring staff. This position will require domestic and international travel as needed.
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$134k-196k yearly est. 6d ago
Investment Consultant- Potomac, MD
Charles Schwab 4.8
Potomac, MD job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$64k-116k yearly est. 1d ago
Tax Director - Property Tax
Aprio, LLP 4.3
Atlanta, GA job
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Specialty Tax team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast‑growing firm looking for a Tax Director - Property Tax to join their dynamic team.
Responsibilities
Lead and manage all aspects of property tax engagements, including assessments, appeals, valuation reviews, audit defense, and compliance.
Serve as a trusted advisor to clients on property tax strategies, jurisdictional nuances, and valuation methodologies.
Oversee preparation, review, and filing of property tax returns, ensuring accuracy and regulatory compliance.
Manage relationships with taxing authorities, appraisers, and legal counsel as needed.
Provide strategic guidance on property tax implications related to acquisitions, dispositions, and reorganizations.
Lead, coach, and develop a team of property tax professionals across multiple U.S. offices and offshore locations.
Collaborate with Resource Management and Workforce Optimization teams to align staffing, work allocation, and development opportunities.
Drive practice growth through business development, client relationship management, and cross‑selling across service lines.
Develop and implement standardized methodologies, scalable processes, and leverage technology to enhance efficiency and client value.
Stay current on legislative and regulatory changes impacting property taxation and communicate updates to clients and internal stakeholders.
Qualifications
Bachelor's degree in Accounting, Finance, Business, Economics, or related field; advanced degree preferred.
CPA, CMI (Property Tax), JD, and other relevant professional designations strongly preferred.
Minimum of 10+ years of progressive experience in property tax consulting, valuation, or compliance, including experience managing multi‑state portfolios.
Demonstrated success leading and developing teams within a professional services or consulting firm.
Strong technical expertise in valuation methods, appeal strategies, and property tax audits.
Excellent interpersonal communication skills with ability to influence senior‑level stakeholders.
Proven track record in business development and client relationship management.
Why work for Aprio
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future‑focused, innovative firm.
Perks/Benefits we offer for full‑time team members
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave - coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
What's in it for you
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty‑one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team‑member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high‑energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry‑leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non‑attest tax and consulting services, and Aprio, LLP providing CPA firm services.
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$57k-80k yearly est. 5d ago
Chief Executive Officer - Common Wealth Charlotte
Kentucky Society of Association Executives Inc. 3.5
Charlotte, NC job
This is a unique leadership opportunity to steer a highly esteemed, community-focused nonprofit organization in Charlotte, NC, into its next stage of growth and influence. With a foundation of robust financial health, a committed team, and an active Board, the organization is well-positioned to enhance its local impact and expand its reach.
As only the second CEO following the founder, you will inherit a remarkable legacy and face the exciting challenge of guiding its evolution with strategic vision and innovative approaches. You will advance the mission, cultivate organizational resilience, and ensure operational excellence with disciplined execution and a community-first mindset. Reporting to the Board, you will steward the organization's historic strengths while positioning it for future relevance and sustainability. You'll inspire staff, volunteers, partners, and donors as a trusted and collaborative leader rooted in Charlotte's dynamic nonprofit ecosystem.
Responsibilities / Ideal Candidate Profile
Aligned with Common Wealth Charlotte's (CWC's) leadership framework, the ideal candidate will bring skills paired with key responsibilities:
Cultivate philanthropic support and diversify revenue streams.
Expand organizational funding and deepen donor engagement leveraging strategic and creative approaches to support existing program operations and regional expansion.
Strengthen CWC's community presence to garner new opportunities.
Anticipate and shape the future with bold, adaptive thinking.
Implement transformative strategies-balanced by humility and collaboration.
Design and implement a multi-year strategic plan aligned with CWC's mission, funding, and community needs.
Energize and engage CWC's staff, board members, volunteers, event committees, alumni, partnering organizations, and funders, fostering a sense of team focused on unified goals.
Lead with a deep commitment to community and mission, empathy, inclusivity, authenticity and cultural competency.
Coach, lead, develop, and retain Common Wealth Charlotte's senior leadership team.
Collaborate with the board to ensure strong organizational stewardship, deep board engagement in leading the strategic direction of local operations, and an effective board recruitment and onboarding process.
Cultivate a mission-aligned culture committed to staff development and excellent board governance grounded in authenticity and transparency.
Demonstrate and leverage expertise in nonprofit financial and operational management.
Utilize a data-driven approach to aligning resources for mission impact while sustaining organizational health.
Implement a trauma-informed approach to core financial literacy programs.
Ensure ongoing programmatic excellence, rigorous evaluation, and consistent quality in finance, administration, fundraising, communications, and systems. Recommend timelines and resources needed to achieve strategic goals.
Oversee systems that track progress and growth, regularly review programs, and share results with the board, funders, and partners.
Inspire the community with compelling stories and relational gravitas, rallying support and expanding partnerships throughout Charlotte's civic and philanthropic circles.
Build cross-sector coalitions anchored in trust and shared purpose.
Deepen and refine all aspects of communications-from web and social media presence to external relations-with the goal of creating a stronger brand.
About the Organization
Founded in 2015, Common Wealth Charlotte empowers economically vulnerable wage earners across Charlotte-Mecklenburg with the financial capabilities needed to achieve stability and reduce dependence on charitable assistance. CWC uses a trauma-informed approach-offering education, personalized financial counseling, access to banking, and 0%-interest loans-to catalyze upward economic mobility and foster hope and resilience.
Programs include workshops and one-on-one counseling conducted by certified financial educators throughout the region. Clients have seen average credit score improvements of 86 points after a paid in full CWC loan, reflecting meaningful impact. CWC offers 0% interest loans that help clients avoid predatory financial institutions.
Want to know more? Visit Common Wealth Charlotte's website at: **************************************
Additional Preferred Attributes
Authentic, grounded, and values-driven: Models integrity and transparency in every interaction, serves as a trusted voice within the community, and demonstrates consistent alignment of decisions with mission and values.
Relational, curious, and deeply rooted in Charlotte's community. Invests in building meaningful connections, shows genuine curiosity about the perspectives and needs of others, and maintains a strong presence in the civic and cultural life of Charlotte.
Committed to equity, inclusivity, and cultural competence: Affirms diversity while actively working to remove barriers, foster inclusive practices across the organization, and ensure programs reflect an equitable approach to serving the community.
Adaptive and resilient: Navigates uncertainty with confidence, adjusts strategies when needed, and leads the organization with steadiness and optimism during times of change.
Inspirational communicator: Connects with people across diverse backgrounds, inspires trust and hope, and articulates a compelling vision that motivates staff, volunteers, donors, and community members.
Application
Think you are the next Common Wealth Charlotte CEO?
To apply, visit *********************************** The application will request a compelling cover letter, resume, salary requirements, and professional references. Please note that phone calls are not accepted, and submissions must be made via the portal. For support, contact ***************************.
Compensation
The salary range is $110,000 to $120,000, commensurate with experience. Benefits include a bonus plan up to 10% of base salary (based on performance), contributions towards retirement and qualified health plans, including paid time off.
The organization is an equal employment opportunity employer and actively seeks a diverse applicant pool-regardless of race, color, national origin, religion, disability, gender, gender identity, sexual orientation, or age.
About Armstrong McGuire
Armstrong McGuire is a national executive search, fundraising, and strategic advising firm that believes in unlocking the potential of nonprofit leaders and the communities they serve. Founded in 2004, our diverse team of advisors work with clients and leaders to align strategy, optimize operations, build capacity, and lead nationwide searches that bring supremely talented individuals to high-impact organizations. Learn more about our services in talent acquisition, fundraising counsel, and strategic planning.
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$110k-120k yearly 5d ago
TAS Director - Financial Due Diligence
Rsm Us LLP 4.4
Baltimore, MD job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.RSM is looking for a Director to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.**Responsibilities:*** TAS Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers.* Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.* Utilize proven business development skills to build upon transaction advisory services work.* Identify business opportunities and enhance go-to-market strategies.* Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.**Required Qualifications:*** A bachelor's degree, ideally with a major in accounting or finance* Approximately 10 years of related work experience: with at least 5 years experience in financial due diligence* Successful track record of building and growing a Transaction Advisory Service Practice* Big Four or similar consulting background* Experience servicing private equity groups (PEG)* Experience with developing and supervising staff both on engagements and in their career* Demonstrates thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $151,200 - $304,200Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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$151.2k-304.2k yearly 3d ago
Leasing Specialist
Continental Realty 3.9
Continental Realty job in Towson, MD
Leasing Specialist for Cardiff Hall and Stevenson Lane - Towson, Maryland
As a Leasing Specialist for Cardiff Hall and Stevenson Lane, you will work at a fast pace to lease apartment homes in a very competitive market. In addition, you will deliver after-sales service to meet the ongoing needs of existing residents. These communities are very close in proximity and work together on a regular basis.
Most Important Responsibilities
Lease as many apartments as possible, while providing exceptional customer service to our current residents.
Follow up on leads to convert traffic/prospects into new residents.
Think of creative ways to generate more leads.
Assist with lease renewals and delinquency management.
Understand and articulate the features of this community and the benefits to living there.
Build and manage relationships with coworkers, prospects, current residents, local businesses, vendors, etc.
Collaborate with your team. Understand the unique needs of prospects and residents to determine the best solution.
De-escalate situations in professional, service-oriented manner.
Most Important Qualifications
Leasing exp a plus, or related field/industry (i.e. hospitality)
Must be willing to work some rotating Saturday hours, still enjoy 40 hours per week
Your own vehicle and valid driver's license a must
Ability to multitask and manage competing priorities in a fast-paced environment
Quick on your feet with a strong work ethic.
Founded in 1960, we are based here in Baltimore and growing in other markets too. We own and operate all of our real-estate assets.
$32k-54k yearly est. Auto-Apply 12d ago
Senior Tax Manager
Cerity Partners LLC 3.5
Baltimore, MD job
Senior Tax Manager page is loaded## Senior Tax Managerremote type: Hybridlocations: Encino, CA: Norfolk, VA: Baltimore, MD: Reston, VA: Denver, COtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R366We are seeking a CPA with at least 12+ years of experience from a mid-to-large sized local firm with business accounting and tax experience to join our firm. You will be reviewing and adjusting the accounting prepared by our tax accountants and preparing and reviewing tax returns for Partnership, S-Corporation, Individual, and Trust Tax Returns. Our firm has a broad base of clients in many industries, but the largest concentration is in real estate and experience in this area and partnerships is required.The qualified candidate is committed to public accounting, their peers, and clients with a high degree of integrity and professionalism. Collaboration is essential to the success of this role.**Primary Responsibilities*** Prepare complex real estate partnership returns.* Review accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.* Conduct detailed reviews with occasional preparation work as needed.* Manage client relationships, including client groups with multiple entities (up to 100+).* Provide direct client contact and develop tailored solutions for client needs.* Oversee and train staff, assisting with technical development and mentoring.* Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.* Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.* Handle federal and state tax audits and assist with tax controversy matters.* Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.* Assist in preparing firm memos and technical documentation.* Keep up with industry best practices and tax law updates.* Support the development of staff through structured training programs.* Lead and execute other tax-related projects as they arise.**Required Qualifications:*** A college degree in accounting or a similar field is required.* Certified Public Accountant (CPA) designation.* A minimum of 12+ years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm.* Experience with trusts, estate tax returns, and/or private foundations is preferred* Experience training, managing and mentoring teams* Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET).* Multi-state tax experience is required, and international tax experience is considered a plus.* Proficiency in Excel and experience working in a paperless office environment are essential.* Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.**Compensation Range:****$230,000-275,000****Why Cerity Partners****:**Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:* Health, dental, and vision insurance - day 1!* 401(k) savings and investment plan options with 4% match* Flexible PTO policy* Parental Leave* Financial assistance for advanced education and professional designations* Opportunity to give back time to local communities* Commuter benefits*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.**Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.*Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation's leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don't just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron's Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.
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A leading global bank seeks a Private Banker in Atlanta to develop and deepen client relationships while providing tailored wealth management strategies. The ideal candidate will have over 15 years of experience in private banking, specifically with the ultra-high-net-worth market. Responsibilities include generating new client revenue, ensuring compliance with regulatory requirements, and managing client expectations. A competitive salary and comprehensive benefits package are offered.
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$129k-169k yearly est. 6d ago
Investment Consultant- Alpharetta, GA
Charles Schwab 4.8
Alpharetta, GA job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$75k-137k yearly est. 2d ago
Chief Technology Officer/CISO
Equity Prime Mortgage, LLC 3.7
Atlanta, GA job
EPM is growing, and we are seeking a CTO/CISO with extensive mortgage industry experience to join our team. You will be responsible for defining and executing the company's technology strategy including artificial intelligence, automation, and offshore delivery models. The ideal candidate is a senior technology leader with deep, hands‑on experience supporting mortgage systems, product development leadership, and strong security acumen. Strong knowledge of Encompass, Azure, React, and KANBAN or SCRUM workflow. If this sounds like you, apply today!
Key Responsibilities
Develop and execute a long‑term technology roadmap aligned with business strategy, growth objectives, and mortgage market trends.
Lead the adoption of artificial intelligence, automation, and modern technologies, ensuring strong governance, data integrity, security, and regulatory compliance.
Design, scale, and oversee offshore technology and operational support teams, including governance models, performance metrics, and integration standards.
Provide senior leadership and oversight of all technology functions, including IT infrastructure, engineering, data, analytics, and information security.
Oversee core mortgage technology platforms, including LOS, CRM, pricing engines, servicing systems, and secondary market tools.
Ensure technology systems are secure, scalable, resilient, and optimized to support volume fluctuations, cycle time reduction, and quality improvement.
Establish and enforce technology governance, standards, and best practices across the organization.
Own cybersecurity strategy, data privacy controls, and disaster recovery and business continuity planning.
Ensure compliance with applicable mortgage and financial regulations, including CFPB, GLBA, SOC, and state and federal requirements.
Partner with Risk, Compliance, Legal, and Audit teams to ensure audit readiness and ongoing regulatory adherence.
Lead enterprise data strategy, analytics, and reporting capabilities to support decision‑making and performance management.
Manage technology budgets, vendor relationships, offshore delivery costs, and service‑level agreements to ensure strong return on investment.
Additional responsibilities as assigned due to business needs.
Qualifications & Skills
Bachelor's degree in Computer Science, Information Systems, or a related field is required; an advanced degree (MBA or MS) is preferred.
10+ years of progressive technology leadership experience, including senior leadership roles.
5+ years of experience in mortgage lending or financial services required.
Demonstrated experience leading large‑scale technology transformations, system integrations, and modernization initiatives is required.
Proven experience implementing artificial intelligence-driven solutions, automation platforms, and data‑driven technologies in regulated environments is required.
Demonstrated success building and managing offshore or globally distributed technology teams is required.
Deep knowledge of cybersecurity, cloud infrastructure, enterprise architecture, and data governance is required.
Strong executive communication skills with the ability to translate complex technical concepts into business impact required.
About EPM
Founded at the height of the mortgage crisis in 2008, EPM has rapidly evolved into one of the leading mortgage lenders in the U.S. Our vision is clear to live in a world that everyone has the opportunity for the American Gift. We strive to offer top‑tier financial services, exceptional communication, and unwavering assistance to our clients. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions, by closing one loan perfectly at a time.
Headquartered in Atlanta, GA, EPM is licensed in 50 states and provides an array of lending resources such as Conventional, FHA, VA, 203K, Reverse, and USDA loans. Additionally, we are proud to be a trusted Seller/Servicer for Fannie Mae, Freddie Mac, and Ginnie Mae, ensuring that our clients have access to reliable and competitive financing options.
EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.
Candidate Acknowledgment Statement
By clicking “Apply for this Job,” I acknowledge that I have reviewed, understand, and agree to the terms outlined in the linked EPM Legal Statement and Application Addendum.
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