Creative Planning jobs in Overland Park, KS

The New Business Associate provides administrative and operational support to Creative Planning Trust Company's (CPTC) New Business Group. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. JOB DUTIES: Assists with the review and onboarding of prospective and new client relationships.This includes, but is not limited to, the review of trust agreements, Wills, financial statements, and asset related documentation. Collect information and documentation needed for completing new account reviews. Build and maintain client files for new account reviews. Discusses Creative Planning Trust Company's services with prospective clients and other lines of business at Creative Planning. Communicates directly with clients and other lines of business at Creative Planning regarding the onboarding of approved new business opportunities. Coordinates necessary document drafting and execution with appropriate legal counsel for the transition of a trust to Creative Planning Trust Company. Schedules and attend meetings as needed. Performs other duties as assigned. REQUIRED EXPERIENCE/QUALIFICATIONS: Bachelor's Degree preferred. At least 2 years personal trust experience is preferred. Ability to foster positive client relationships. Ability to review trust documents and financial statements. Ability to represent the organization and the trust company in a professional and positive manner. Exceptional organizational and time management skills. Ability to work both in a team environment and independently. TECHNICAL SKILLS Proficiency in Microsoft Office, especially Microsoft Excel. Keen attention to detail. Ability to manage multiple priorities. Ability to adapt to the needs of a growing business. Flexibility in adhering to company policies and procedures.

The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Legal

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 Client Service Specialist, you will work directly with Empower's investment clients and Financial Advisors in a progressive thinking, technology-focused environment. You'll facilitate new accounts, money movement, maintenance, loan establishment, and using cutting-edge proprietary and third-party technology solutions. You will serve as the main point of contact providing white glove service to existing Empower Personal Wealth clients. Due to business needs, candidates that are able to work an expected shift of 8am - 5pm MST are preferred. What you will do Partner with our iCapital SME to ensure all iCapital enrollments are processed in a timely manner, no later than the month end deadline Handle cash management functions, including ACAT, wire and ACH transfers Provide excellent customer service with the ability to explain complex money movement processes to clients in a professional and efficient manner via phone, email, and text Complete all assigned service requests within stated SLA with adherence to productivity and quality guidelines Work closely with cross-functional teams on all internal and external operational matters including our broker-dealer custodian on transaction processing inquiries and ad-hoc operational items What you will bring HS Diploma or GED required; bachelor's degree preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Experience with all areas of the client service aspect of investment advisory such as ACAT and IRA distributions Exposure to web-based investment service delivery. Comfortable executing a remote-delivery service model -- paperless, branchless, cloud-based infrastructure - and delivering a quality client experience that is better than face-to-face What will set you apart Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements Strong critical thinking skills to make decisions and solve problems using sound, inclusive reasoning and judgement Proactive behavior in reviewing clients' needs, taking ownership as the point of contact, and working towards a resolution in a timely manner to deliver a quality client experience Approaching a problem by using a logical, systematic, and sequential approach #PJPW2 #LI-Remote ***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 $54,200.00 - $74,600.00 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: 12-04-2025 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. Workplace Flexibility: Remote - Nationwide

What you'll do: The Property Manager provides exceptional customer service to attract and serve our guests and ensure we meet our financial goals. The role would help oversee our seasonal RV Campground, O'Connells located in Amboy, IL. Your job will include: Please provide exceptional customer service to residents and guests to ensure an outstanding experience. Manage the resources and assets of the property, including buildings and amenities. Conduct marketing activities to attract new customers. Hire and manage resort employees. Prepare, manage and analyze the operational budget of the resort. Maximize the profitability of the property. Maintain the resort and ensure that it's clean and attractive. Partner with the marketing team to attract new guests. Analyze, prepare and manage the operational budget of the resort to improve its profitability. Your skills and experience include: Bachelor's degree, or a combination of education and equivalent experience. 5+ years of property management experience, preferably in an RV or manufacturing home community setting. Strong operations skills and a thorough understanding of the complexities of this position. At least one year of experience in customer service and exceptional customer service skills. Excellent skills in Microsoft Office and other web-based applications. Valid driver's license, good driving record and current auto insurance. Experience in sales and/or marketing preferred.

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. 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. As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Provide excellent customer service while meeting team goals including productivity, quality, and service quality High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Analytical thinker translating data into actionable insights LI-Remote ***We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** 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. 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. 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.*** 12-04-2025 Want the latest money news and views shaping how we live, work and play? Remote - Nationwide

Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab 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. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Investment Professionals' Compensation | Charles Schwab 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 In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Wealth Advisor Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution. Primary Accountabilities Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies and refers business to other areas within the Bank as appropriate. Provides quality service in meeting customer needs, inquiries and problems. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Represents the Bank in community organizations and activities to enhance the Bank's image. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices. Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree. CFP preferred. 5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and bank employees. Effective communicator. High degree of accuracy with attention to detail required. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 99300-132400 Yearly Salary PIc886d6faa7fc-37***********4

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Golf Vista Estates located in Monee, IL. Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow-up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements, which may include the calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes, and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager, and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courtesy, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast-paced and team-centered environment. Ability to work weekends regularly. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail-oriented. Understand and follow company company-established policies and procedures. Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products, including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required.

Meet ACQ: At Acquisition.com, we're a team of entrepreneurs on a mission to make real business education available to everyone. There are 34 million small and medium businesses in the United States. They're the backbone of the economy, but many will never reach their full potential because the education available to them is outdated, impractical, and built for classrooms instead of companies. We're fixing that by giving founders and business owners the tools, knowledge, and support they need to grow. The proof is in our results: Built an Advisory Practice that's already served more than 3,500 clients in its first year Broke the world record for non-fiction book sales in 24 hours with $100M Money Models Scaled to nine figures in 18 months without any outside capital We believe in high standards, hard work, and helping others win. If that resonates, you'll feel at home here. Role: The Director of Business Strategy is a builder at heart - someone who has taken small businesses or startups from messy, ambiguous beginnings to real, sustainable scale. You've either done it from the inside as an operator or alongside founders as a consultant, advisor, or agency lead. In this role, you'll work directly with founders to figure out what's really holding their business back - and what to do about it. You'll come into each workshop with a clear hypothesis, pressure-test it live with the client, and walk away with a focused game plan to grow their business. You'll also help turn those insights into repeatable frameworks and tools we can use across our portfolio and clientele. Here's what you'll actually do: Apply our framework to break down businesses quickly and clearly. Review pre-work to identify key constraints and potential action steps. Lead consulting sessions at live workshops with real businesses in real time. Build and maintain relationships with client companies throughout their journey with us. Work with our internal team to turn your learnings into assets that scale (playbooks, templates, etc.). To win in this role, you need real business acumen, strong pattern recognition, and the ability to think on your feet. You should genuinely enjoy working with people, teaching, and solving problems with them - not for them. Why This Role Matters (for You): If you're hungry to grow - this is your shot. You'll get exposed to dozens of real businesses, real problems, and real founders. That means your skill set grows exponentially faster than it would inside a single company. You'll also build a killer network and get a front-row seat to what's working (and what's not) across industries. More importantly you'll get to help good entrepreneurs become great. And if you're someone who finds meaning in that kind of work, you'll love this role. If you're not ready for a fast paced entrepreneurial environment, this isn't the role for you. Responsibilities Develop a rapid growth strategy for attending businesses-identifying constraints, determining solutions, and breaking those solutions down into tactical steps Lead roundtable discussions with groups of attending businesses, including ‘spotlighting' businesses for live problem-solving Present solutions, frameworks, and playbooks during our workshops to guests and collaborate with the team in the creation and iteration of those assets and our growing knowledge base Maintain professional client relationships, answer questions, and serve as a trusted partner and subject matter expert for workshop participants. Partner with the portfolio team to identify opportunities to improve execution and scalability of workshops Training and coaching other team members on client engagement and asset creation, especially associate team members Serve as a backup presenter when needed for workshop events, ranging from short tactical presentations to MCing the event Results Create and deliver world-class consulting presentations consistently during workshops Deliver an exceptional experience to workshop attendees, in support of our standard of excellence in conducting workshops (our target NPS score for attendees is 85%+) Inspire workshop attendees to attend more Acquisition.com workshops and also refer friends or others to attend (target renewal rate is 80%+) Track impact and results from participating client businesses (target growth rate for attending businesses should be at least $250k per business on average) Uphold company values and culture in all interactions with workshop participants. Requirements Proven track record of elite-level business expertise across strategy, operations, and high-growth execution Ideal candidates have experience in top-tier management consulting or a similarly rigorous role, or a history of entrepreneurial success in founding, scaling, and ideally exiting a company with 7-9 figure annual revenue Leadership in fast-paced, startup-like environments, driving strategy, team building, and scalable processes Exceptional written and verbal communication skills, especially for a business owner audience Strong influencing ability - capable of quickly understanding and overcoming objections or blockers from workshop attendees High emotional intelligence with a willingness to develop deep interpersonal relationships Strong business acumen with the confidence and knowledge to teach others Demonstrated experience as a creative problem solver with the ability to structure complex issues quickly and with deep proficiency Comfortable with ambiguity and adaptable to a fast-changing environment Demonstrated integrity and dedication to effective, efficient delivery of objectives Self-motivated, detail-oriented, and able to work autonomously Located in or willing to relocate to Las Vegas Workshop Schedule Expectations Our workshop weeks are intentionally high-intensity and fast-paced to drive transformation for our partners. During these weeks, team members are expected to be available from 7:00 AM to 7:00 PM, with additional hours often required to support preparation, execution, and debriefs. This pace is not for everyone - and that's okay. We set this expectation clearly so that only those who thrive in high-accountability, high-impact environments choose to be here. In return, you'll be part of a team that moves fast, solves real business problems, and builds meaningful outcomes. You'll grow rapidly, work alongside exceptional talent, and contribute to work that truly matters. Compensation $173,340 - $260,010 + bonus based on years of experience At Acquisition.com, we offer competitive, salary-based compensation tailored to the role, with performance bonuses based on experience and contribution. Equity is not part of our current compensation structure. We believe in rewarding results and setting clear financial expectations from the start. Relocation Assistance We know that great talent comes from all over, so we're here to help you make the move. For this role, we offer: $10,000 in relocation support Up to three months of temporary housing (capped at $10,000) Benefits We offer a comprehensive, evolving benefits package designed to support your health, family, and wellbeing. Some key offerings: Flexible Unlimited Paid Time Off and Company-wide Holidays Employer sponsored Medical, Dental, & Vision plans $900 annual Employer HSA contribution FSA options including dependent care Employee assistance program and mental health resources Employer match program for 401(k), eligible for both Traditional and Roth accounts $1,200 annual wellness reimbursement through JOON that supports health, family care, pet care, fitness, and more! For local or visiting team members, enjoy access to a state of the art gym at our HQ in Las Vegas Benefits eligibility applies only to full-time roles ACQ Core Values: Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business. Competitive Greatness Be at your best when your best is needed. Enjoyment of a hard challenge. Those who have the drive to constantly improve, the superior intellect and long term commitment to see incremental improvements become compounding returns. Sincere Candor Have the self awareness to accurately perceive and communicate hard truths that improve others and self, the courage to do so, and the humility to accept them, even when it hurts. Nothing great can be built without feedback: internally or externally. Unimpeachable Character Be the type of person with whom people are always proud to associate, personally and professionally. We look for true alignment of thoughts, words, and actions towards a goal worth pursuing.

Senior Transaction Lawyer - Structured Finance & Funding page is loaded## Senior Transaction Lawyer - Structured Finance & Fundinglocations: Remote/Telecommutetime type: Full timeposted on: Posted 30+ Days Agojob requisition id: 14538**Job Description:**## Guggenheim Treasury Services (GTS), a structured financing business within Guggenheim Partners, is seeking an experienced Senior Transaction Lawyer to join our Structured Finance legal team. This individual will provide front-line legal support for a broad range of funding, treasury, and capital markets activities, with a focus on rated short-term debt issuance programs (e.g., commercial paper, ABCP conduits, MTN programs) as well as structured funding transactions documented under industry-standard master agreements (including GMRAs, ISDAs, GMSLAs and related bespoke structures). The role requires strong transactional expertise, the ability to manage complex negotiations, and the judgment to balance commercial objectives with legal and regulatory risk.This is an opportunity to take on a leadership role in a fast-paced structured finance platform that is innovating across funding products and global markets. The successful candidate will be at the center of high-profile, complex transactions and play a pivotal role in shaping the legal and risk framework of the business.**This position will report primarily remote and will require in-office presence at least 2 days per month at the Chicago office.**## Essential Job Functions### Structured Debt Issuance* Advise on establishment, maintenance, and updates of rated short-term debt issuance programs, including commercial paper and medium-term note platforms.* Draft and negotiate program documentation, offering materials and dealer agreements.* Coordinate with rating agencies, financial counterparties, commercial paper dealers, trustees, issuing/settlement agents, and external counsel.### Structured Funding Transactions* Negotiate and document transactions under Global Master Repurchase Agreements (GMRAs), ISDA Master Agreements, and Global Master Securities Lending Agreements (GMSLAs), including associated credit support annexes, confirmations, and bespoke collateral arrangements.* Support structuring of secured funding, total return swaps, repos, securities lending, and derivative transactions across asset classes.* Provide legal guidance on collateral eligibility, rehypothecation, margining, close-out netting, and enforceability matters.### ### Advisory & Risk Management* Advise front-office, treasury, and compliance teams on legal issues related to structured finance and derivatives activity.* Interpret regulatory requirements (CFTC, SEC, FCA, EMIR, Basel, etc.) and provide guidance on compliance in transaction structuring.* Advise on compliance with SEC rules and regulations for Security Based Swap Dealers.* Support the efforts of the Office of the CCO, including drafting of manuals based on SEC SBSD rules.* Assess and mitigate legal risks in funding structures, including cross-border considerations.### ### ### Documentation & Negotiation* Lead negotiations with counterparties, dealers, and agents on transaction documentation.* Review and mark up industry standard templates and adapt them for novel structures.* Ensure internal policies and risk limits are reflected in legal terms.### Stakeholder Collaboration* Work closely with front-office, credit risk, operations, treasury, and compliance colleagues to support business objectives.* Liaise with external counsel, regulators, and industry bodies where necessary.## Preferred Qualifications* Excellent drafting, analytical, and communication skills.* Commercial judgment and ability to balance business goals with risk management.* Strong knowledge of financial markets regulation (U.S. and EU/UK), particularly derivatives and securities financing transactions.* Deep familiarity with short-term debt issuance programs, including CP and MTN documentation, and with master agreement frameworks (GMRAs, ISDAs, GMSLAs).* Proven ability to lead complex negotiations and manage multiple stakeholders across jurisdictions.* Transactional leadership and problem-solving mindset.* Ability to operate independently while providing collaborative support.* High attention to detail and ability to manage multiple complex transactions simultaneously.* Strong interpersonal skills to build trust with front-office and external counterparties.## Basic Qualifications* Completion of a Juris Doctor degree and licensed in New York or Illinois.* Minimum of 10 years of experience in structured finance, capital markets, or derivatives at a top law firm or financial institution.## Salary* Annual base salary between $150,000 and $250,000.*The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.*Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim's professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at , and follow us on LinkedIn and Twitter @GuggenheimPtnrs." #J-18808-Ljbffr

Description Seasonal Tax Scanner - (Various Locations) What to expect when you join the Sikich family Team members at Sikich have a lot in common while also being part of a rich and diverse group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities. The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice. Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon! Are you ready to grow with us? Position Summary What will you do in this role? Organize and scan client tax return documentation File and organize client work papers Ensure tax returns are properly routed to the next step within the tax workflow software Communicate any issues with members of the tax or administrative team Ability to be in office What do you need to succeed in this role? Must be authorized to work in the United States without sponsorship now or in the future Enrolled in high school or an undergraduate program at a college or university, and interested in pursuing a degree in accounting Effective teamwork skills and ability to work with individuals from diverse backgrounds Strong verbal and written communication skills Demonstrated ability to follow directions Fluent in Microsoft Excel and Word Detail oriented In addition, specific skills/experience required are as follows: Servant Leader - You are hyper focused on engaging employees, fostering their development, and building a positive culture. Solutions Focused - You see opportunities in every business problem and can develop, articulate, and implement solutions. Collaboration - You are a relationship builder across all levels of the organization and across all business units. Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible. Impact & Influence Thinking - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives. About SikichSikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses. Sikich Total RewardsOur team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $24/hr. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. Some examples of our many benefits: Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization. Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits. Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards. We also offer: Flexible work arrangements Health, dental, vision, life, and accident/death/disability insurance options HSA employer contribution Nine (9) paid holidays annually. A robust paid Parental Bonding Leave program covering birth, adoption, and foster children. 401(k) with employer contributions CPA bonus with four (4) paid exam days & four (4) paid study days. Tuition reimbursement Generous employee referral bonus program Client referral bonus program Pet insurance FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities. Want to learn more? Visit our Careers website or Glassdoor profile. Sikich is an Equal Opportunity Employer M/F/D/V Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services. #LI-JG1

Design/Build Project Manager/Senior Project Manager This is an excellent opportunity with a highly respected, national design-build, commercial contractor. They offer an exciting opportunity, company stability, strong backlog and career path. We are looking to hire an experienced Project Manager to handle various types of Commercial Construction projects (distribution centers, warehouses, food processing facilities, etc.) from design to completion. Ground up and tenant improvement. The person in this role will be responsible for planning, coordinating, and implementing projects within the decided-upon budget, timeline, and scope. They will also effectively monitor and present project updates to relevant stakeholders, clients, or project team members. Responsibilities Manage the design-build process from inception/idea-phase to project completion Manage relationships with clients, architects, design teams, subcontractors, etc. while developing a list of project requirements: bonds, certs of insurance, schedule of values, subcontractor lists, submittals, and shop drawings, product samples, product data, mix designs, closeout documents, etc. for submittals to Architect/Owner as required Set project timeline, Monitor project deliverables, Obtain building permits, track inspections, and certs of occupancy and review/track any reports and/or logs required by specifications. Qualifications Commercial, design build experience local to Las Vegas; ground up or interior renovation. A huge bonus would be someone having experience in large, tilt-wall warehouse construction; preferably ground up and in a distribution, manufacturing or transportation end-user environment. Bachelor's Degree in Construction Science, Construction Engineering Technology, Construction Management or related field 8-15+ years of relevant experience in Commercial Construction with an emphasis on Design-Build Strong business acumen in project planning and management Strong verbal, written, and organizational skills

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

JobID: 210681752 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $76,000.00-$105,000.00 Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation. As a Technology Support II team member in the Commercial and Investment Bank sector, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement. Job responsibilities * Analyze and troubleshoot production application flows to ensure end-to-end application or infrastructure service delivery supporting the business operations of the firm * Improve operational stability and availability through participation in problem management * Monitor production environments for anomalies and address issues utilizing standard observability tools * Assist in the escalation and communication of issues and solutions to the business and technology stakeholders * Identify trends and assist in the management of incidents, problems, and changes in support of full stack technology systems, applications, or infrastructure Required qualifications, capabilities, and skills * 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services * Proficiency in programming languages, including Python and SQL, along with experience using MongoDB * Familiarity with applications or infrastructure within a large-scale technology setting, whether on-premises, on AWS Cloud, or utilizing Kubernetes * Exposure to observability practices and production monitoring methodologies, with a strong background in SLO alerting, telemetry data collection, and using tools like Grafana, Dynatrace, Prometheus, Datadog, Splunk, and others. * Knowledge of processes as defined in the Information Technology Infrastructure Library (ITIL) framework Preferred qualifications, capabilities, and skills * Knowledge of one or more general purpose programming languages or automation scripting * Hands-on experience with Windows, Linux, and networking protocols or languages

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 Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST. What you will do Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners Work closely with cross-functional teams on all internal and external operational matters Provide excellent customer service while meeting team goals including productivity, quality, and service quality What you will bring High School Diploma or GED required, Associate's or Bachelor's Degree Preferred A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education Experience handling complex tasks while also meeting daily productivity goals Strong communication skills, both written and verbal, emphasizing clarity and empathy Detail-oriented with excellent organizational and problem-solving abilities What will set you apart Ability to thrive in a fast-paced environment and adapt to changing priorities Collaborative team player demonstrating strong interpersonal skills Analytical thinker translating data into actionable insights Adaptability and a proactive approach to embracing new challenges Ability to learn and navigate through new systems #PJPW2 #LI-Remote ***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 $49,300.00 - $67,825.00 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: 12-04-2025 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. Workplace Flexibility: Remote - Nationwide

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. Responsibilities: * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights * Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products * Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape * Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners * Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies business trends based on economic and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights Required Qualifications: * Minimum 3 years SAS/SQL Coding knowledge and/or experience * Ability to manage multiple projects in a complex and rapidly-changing environment * Ability to work independently as well as part of a team * Demonstrate strong analytical skills * Previous risk/fraud analysis, strategy development, or related experience * Strong written and oral communication skills * Intellectually curious and willing to dive into complete issues\problems and solve Desired Qualifications: * 5+ years of risk analysis, strategy development, or related experience * 5+ years of SAS or SQL Coding experience * Prior experience in Authentication, Fraud, Debit Card or other related risk fields * Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) * Experience managing relationships and projects with external vendor partners Skills: * Analytical Thinking * Business Analytics * Data and Trend Analysis * Fraud Management * Problem Solving * Collaboration * Innovative Thinking * Monitoring, Surveillance, and Testing * Presentation Skills * Risk Management * Data Visualization * Interpret Relevant Laws, Rules, and Regulations * Issue Management * Oral Communications * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

You will work with our small but fast-moving, dynamic team serving and investing in growth-focused business-to-business technology companies. Our entrepreneurial structure will afford you the opportunity to be involved in exciting, demanding projects. You will typically assist in building financial models, developing valuation analyses, creating pitchbooks and other presentations, developing our internal business processes and performing due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds. First Analysis has been advising and investing in growth-focused B2B technology companies for over 40 years. Our approach is founded on comprehensive research and deep sector insights. We harness this knowledge to empower entrepreneurs, enterprises and their investors, transforming industry expertise and robust relationships into tangible results. We provide investment banking and related services through First Analysis Securities Corp. (FASC), a FINRA-registered broker-dealer and member SIPC, and invest directly in companies through First Analysis Capital Management LLC, an SEC-registered investment adviser. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should be pursuing a bachelor's degree in business (finance) or a related area or a bachelor's degree with relevant experience. You should be able to work in a fast-paced, team-based environment, have strong research, quantitative, analytical, and written and verbal communication skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint.

This internship is based in our Chicago office. About Us: Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser. Responsibilities: Generate suggestions for risk scenario “wargaming” exercises. Build and execute advanced quantitative risk monitoring using results from above exercise, including design, collection and analysis of key risk metrics in collaboration with multiple stakeholders to influence business strategy. Utilize advanced quantitative analytics to assess future risk, opportunities, and effectiveness and translate results into meaningful solutions to enhance decision making. Contribute to strategic, cross-functional initiatives within the Quantitative Risk Management team. Present results of the reviews performed to the Executive Management Team. Requirements: Ability to communicate complex concepts and findings in a clear and concise manner. Self-starter with the ability to meet deadlines, work independently, and think outside the box. Knowledge of enterprise risk management and internal control standards, especially within the financial services industry. Proficient to advanced knowledge of statistical modeling and other quantitative techniques including, but not limited to, linear & non-linear regression, optimization, simulation, time-series analysis, probability theory, survival analysis, value-at-risk, PCA, and GARCH Knowledge of modeling systems and/or computer programming languages used for modeling (e.g. Python, R, SQL, Power BI, Tableau) Proficient in data management and reporting tools strongly desired (Essbase, SQL, SAS, Word, Excel, Power Point, Access, Python, R) Pursuing a BS or MS in Mathematics, Statistics, Physics, Computer Science, or another highly quantitative field Compensation range: $30.00-$35.00/hr DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.

Are you an experienced attorney with a passion for investment management? Join our dynamic team at JPMorgan Asset Management, where you'll play a pivotal role in shaping the future of our U.S. Funds Management business. This is your opportunity to work with one of the largest and most diverse fund complexes in the United States, offering a full array of investment products. Be part of a team that values innovation, strategic thinking, and collaboration. Elevate your career with us and make a significant impact in the financial industry. As an Attorney in the JPMorgan Asset Management legal team, you will provide comprehensive legal support to the U.S. Funds Management business. You will engage in the creation and management of new and existing funds, navigate regulatory developments, and offer legal guidance to the JPMorgan Funds' Boards of Trustees. This role offers exposure to a wide range of investment products and the opportunity for advancement in a fast-growing segment of our business. The Legal Department at JPMorgan Chase & Co. manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters. Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services. As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm. We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we would like to hear from you. #J-18808-Ljbffr