Operations Associate jobs at D.A. Davidson Companies - 510 jobs

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary: This position is responsible for assisting multiple departments with executing various processes, procedures, and functions. The qualified candidate will possess the ability to multi-task, have good organization skills, retain a proven track record of producing accurate work and display a keen attention for detail. The qualified applicant will be capable of working independently and as a team member. Qualifications:•High school diploma•Communicates verbally and in writing in a clear and effective manner.•Possess good organizational and time management skills.•Ability to work under pressure and meet deadlines.•Computer proficiency: knowledge of Microsoft Outlook, Word, and Excel•Capability to adapt to constantly evolving work environment. •Possess good follow-up skills.•Office experience or basic accounting knowledge a plus. Duties:•Support branch associates in a variety of aspects related to Operations.•Work effectively with multiple departments throughout Operations.•Review reports and perform reconciliations of output from set procedures and processes.•Participate in testing new or potential software updates for operational workflow advancement.•Process and follow-up on documented process and procedures •Review daily reports for exceptions and take the necessary action to resolve.•Perform other duties as assigned. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: •Medical, Dental and Vision•Company 401(k)and ESOP contribution •Paid holidays + Generous sick, vacation, and maternity/parental leave•Pet Insurance•Professional Development Opportunities•Tuition Reimbursement ($15,000 lifetime cap)•Discounted personal insurance including home, auto and recreational vehicles•Charitable gift-matching program•Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. ACKNOWLEDGMENTPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.

At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better - for our clients and for each other. This isn't a place for red tape; it's a place for builders. From product design to client experience to operations, we're constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you're energized by momentum, motivated by results, and excited to shape the future of banking, you'll feel right at home here. General Job Summary: Perform general operations functions including deposits, payments, debit cards and other functions included in the iCore systems. Perform daily activities in compliance with all established policies and procedures. Responsible for the daily functions pertaining to ACH Services, Deposit Services, Exception Processing, Wire Transfers, Digital Banking functions, department workflow and ensuring day-to-day functions are accurate, complete and documented as well as providing both technical and professional support. Assists in the development and implementation of programs and strategies to satisfy policies and meet organizational goals. Perform duties in compliance with regulatory requirements including, but not limited to, BSA, USA Patriot Act and AML. Essential Duties and Responsibilities: Day-to-day functions of the deposit operations department, including, but not limited to, the following: Resolve outstanding items in general ledger Perform research and adjustments Perform as back-up for currency orders and wire transfers. Reconcile Community Bankers Bank statement weekly and end of the month. Review statement daily. Prepare Public Funds report monthly and quarterly to the State. Develop and maintain a working knowledge of bank products and services. Assemble information for external and internal auditors for audits. Assist in special projects, such as year-end audits and regulatory examination preparation. Ensure effective communication is delivered with respect to incidents related to Deposit Operations as well as regular communication related to the status of outstanding issues as they pertain to the support provided by Deposit Operations to branch personnel. Responsible for ensuring all questions and concerns related to the Deposit Support functions of Core Processor are answered timely and cases are placed with Core Processor for assistance. Performs daily activities of back-office branch items processing including incoming and outgoing wires, currency orders, return items, NSF, stop payments, customer notices, non-posted transactions, Bill Pay, ATM transactions, ACH processing, fraud suspect transactions, verification of mobile deposits, verification of remote deposit capture deposits, and other deposit account operations. Research and analyze problems for customers, branches and departments, relating to the Deposit Operations area and resolve issues promptly Assist with development and implementation of processes, policies, procedures and internal controls related to operational functions. Assists and interfaces with examiners and auditors during regulatory exams and internal audits when related to Deposit Operations functions. Assist with examinations and audit reports related to Deposit Operations including support where corrective actions are required. Assist with the Bank's year-end reporting requirements including IRS tax reporting. Assist Compliance Officer with both the Bank Secrecy Act and Identity Theft Prevention programs. Compiles information from various areas of the Bank where problems or errors have been identified. Utilizes these examples to assist with training the staff to become more efficient both in Branch efforts and Operations (i.e. - communication flow to branch office). Works closely with management to ensure proper dual controls and other security measures are in place. Ensures the accurate balancing of deposit ledgers. Take immediate action to document errors and resolve the problem quickly so accounts can be reconciled. Required Knowledge, Skills, and Abilities: A minimum of 5 years' previous bank operations experience or related areas. Additional experience in other areas of a bank would be beneficial, especially in a branch environment. Ability to research, interpret, analyze and report operational data. Excellent verbal and written skills. Proficient or must become proficient in Core Processing System, Outlook, Word, and Excel applications. Ability to make sound decisions, prioritize work, meet deadlines and work in a team environment. Must have the ability to listen, reason, and interact with others. The ability to exercise self-control and work under possible stressful conditions is necessary. Must have the ability to collect, analyze and interpret data and conduct research to solve deposit-related problems. Education and Experience: Bachelor's degree or the equivalent combination of education and experience. Overall understanding and working knowledge of bank operational procedures, compliance, banking and/or audit experience. Working knowledge of Federal and State banking regulations as they pertain to operational functions. Basic input, output, error correction, general ledger account structure, and knowledge of electronic funds transfer is highly desired.

A cloud-based HR solutions provider is seeking an HR Consultant to enhance people operations for small business clients in San Francisco. The role requires 4-8 years of HR experience, strong communication skills, and proficiency with HR technology. Daily responsibilities include leading hiring and onboarding processes, providing coaching on performance management, and managing HR data. This position offers a competitive salary ranging from $119,000 to $140,000/year in San Francisco, with office expectations for hybrid workers. #J-18808-Ljbffr

Investment Operations Associate The Investment Operations Associate works directly with the Transfer Coordinator and other Operations professionals to successfully track all investments, investment activity, valuations, and documentation for invested partnerships of Meketa Investment Group's discretionary and non-discretionary clients. The Investment Operations Associate will play an integral role in trade execution, investment monitoring, and data integrity, as well as portfolio implementation and successful execution of capital calls and distributions on behalf of the firm's discretionary clients. The Operations Associate may process transactions for a variety of vehicle types including separate accounts, commingled funds, mutual funds, hedge funds, equities, and limited partnerships. The Associate will be expected to log and aid in the completion of transfer activity including: data collection, cash flow issue resolution, creation of letters of direction, and reporting on internal cash flow statistics The Investment Operations Associate will support the trade execution process, working within Operations and with Client Teams to ensure client decisions and investment activity are accurately recorded and executed with external Managers, Custodians and other related parties. They will ensure excellent document storage with regards to investment information, trades, and client information, serving as a liaison between custodial banks and investment manager's back-offices. The employee will facilitate the post-trade reconciliation of all transactions and be an observer at internal client and investment committee meetings as needed. Responsibilities: Execute trade activity based on investment decisions made by internal Investment Committees and sub-committees as well as processing of capital calls and distribution related to private market investments Reconciliation of portfolio valuations and trade, ensuring post-trade confirmations for all trades Maintain all transaction terms for investment managers and custodians, including wire instructions, notification periods, liquidity restrictions, share class information, and settlement timing Communicate with client teams, investment managers, custodians, and fund administrators throughout the transaction process Support the investment team by providing operational data and analysis Maintain documentation for each client including approvals, subscription/redemption documents, directives, confirmations, and other transaction related activity Monitor portfolios for cash flows and policy compliance on a daily basis Stay informed about market trends and changes in the regulatory environment Position Requirements: Bachelors degree in Finance, Economics, Business Administration, or a related field Skill at analyzing, evaluating, and reviewing quantitative information from disparate sources. Strong understanding of Operations and process driven tasks Superb computer skills, including facility with Microsoft Office Suite. Excellent attention to detail and organized work habits. Ability to work efficiently and accurately under time pressure Ability to work well with internal employees and external contacts. Ability to work independently and to proactively seek new responsibilities. Operational experience at an asset manager, custodian bank, or other financial services organization a plus. Measures of Success: Accuracy and timeliness of trade execution and reconciliation of data related to transfer activity, valuations, and investment and client-specific details. Level of proficiency with internal proprietary software, as well as external data providers Level of effectiveness in interacting with external third-parties including custody banks, investment managers, and fund administrators. Maintenance of good working relationships with other employees About Meketa Investment Group Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. We work with some of the nation's largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London. Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education. Meketa is an Equal Employment Opportunity and Affirmative Action Employer. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.

Investment Operations Associate The Investment Operations Associate works directly with the Transfer Coordinator and other Operations professionals to successfully track all investments, investment activity, valuations, and documentation for invested partnerships of Meketa Investment Group's discretionary and non-discretionary clients. The Investment Operations Associate will play an integral role in trade execution, investment monitoring, and data integrity, as well as portfolio implementation and successful execution of capital calls and distributions on behalf of the firm's discretionary clients. The Operations Associate may process transactions for a variety of vehicle types including separate accounts, commingled funds, mutual funds, hedge funds, equities, and limited partnerships. The Associate will be expected to log and aid in the completion of transfer activity including: data collection, cash flow issue resolution, creation of letters of direction, and reporting on internal cash flow statistics The Investment Operations Associate will support the trade execution process, working within Operations and with Client Teams to ensure client decisions and investment activity are accurately recorded and executed with external Managers, Custodians and other related parties. They will ensure excellent document storage with regards to investment information, trades, and client information, serving as a liaison between custodial banks and investment manager's back-offices. The employee will facilitate the post-trade reconciliation of all transactions and be an observer at internal client and investment committee meetings as needed. Responsibilities: * Execute trade activity based on investment decisions made by internal Investment Committees and sub-committees as well as processing of capital calls and distribution related to private market investments * Reconciliation of portfolio valuations and trade, ensuring post-trade confirmations for all trades * Maintain all transaction terms for investment managers and custodians, including wire instructions, notification periods, liquidity restrictions, share class information, and settlement timing * Communicate with client teams, investment managers, custodians, and fund administrators throughout the transaction process * Support the investment team by providing operational data and analysis * Maintain documentation for each client including approvals, subscription/redemption documents, directives, confirmations, and other transaction related activity * Monitor portfolios for cash flows and policy compliance on a daily basis * Stay informed about market trends and changes in the regulatory environment Position Requirements: * Bachelors degree in Finance, Economics, Business Administration, or a related field * Skill at analyzing, evaluating, and reviewing quantitative information from disparate sources. * Strong understanding of Operations and process driven tasks * Superb computer skills, including facility with Microsoft Office Suite. * Excellent attention to detail and organized work habits. * Ability to work efficiently and accurately under time pressure * Ability to work well with internal employees and external contacts. * Ability to work independently and to proactively seek new responsibilities. * Operational experience at an asset manager, custodian bank, or other financial services organization a plus. Measures of Success: * Accuracy and timeliness of trade execution and reconciliation of data related to transfer activity, valuations, and investment and client-specific details. * Level of proficiency with internal proprietary software, as well as external data providers * Level of effectiveness in interacting with external third-parties including custody banks, investment managers, and fund administrators. * Maintenance of good working relationships with other employees About Meketa Investment Group Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. We work with some of the nation's largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London. Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education. Meketa is an Equal Employment Opportunity and Affirmative Action Employer. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity + Be a key member in overseeing and implementing the Janus Henderson Operational Risk Methodology. + Independently analyze risk data, develop insights, and prepare management information (MI) and reports for Operational Risk and Business leadership. + Contribute to the documentation and development of Board Reporting, including risk assessment across the firm and Key Risk Indicators (KRI). + Collaborate with control and risk owners to ensure robust Risk and Control Self-Assessments (RCSAs) and effective documentation within our Governance, Risk & Control (GRC) system. + Document issues identified through RCSAs, including lessons learned and findings from Assurance functions, external auditors, and regulators. + Support the oversight of the risk events process, including challenging first-line business functions. + Ensure completeness and accuracy of remediation actions in the GRC system. + Monitor mitigating actions for growing risk exposures or breaches of risk appetite statements. + Lead in-depth reviews, control assurance, and testing activities as needed. + Assist with the delivery of projects and ongoing risk training initiatives. + Perform additional duties as assigned. What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Discounted membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Bachelor's degree in Business, Finance, Risk Management, or related field. + At least 2.5 years of experience in financial services or consulting, with a preference for asset management and/or risk management experience. + Solid understanding of risk management principles, policies, and methodologies. + Ability to solve problems creatively, think critically, and manage multiple tasks with high accuracy in a dynamic environment. + Excellent communication and presentation skills, capable of engaging both technical and non-technical stakeholders. + High level of proficiency in MS Office Suite and strong organizational skills. + Self-motivation, adaptability, and a strong sense of team commitment and accountability. + Professional qualifications (e.g., Securities Industry Essentials (SIE)) are preferred. Nice to have skills + Experience developing, communicating and training risk management policies and procedures + Experience with data visualization tools such as Power BI, Tableau, or similar platforms + Presentation, storytelling, communication, and stakeholder management skills to bring complex data problems and visuals to life + Risk Management Certification (IRM, PRM, etc.) Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $75,000-$80,000. This range is estimated for this role. Actual pay may be different. This position will be open through February 28, 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity * Be a key member in overseeing and implementing the Janus Henderson Operational Risk Methodology. * Independently analyze risk data, develop insights, and prepare management information (MI) and reports for Operational Risk and Business leadership. * Contribute to the documentation and development of Board Reporting, including risk assessment across the firm and Key Risk Indicators (KRI). * Collaborate with control and risk owners to ensure robust Risk and Control Self-Assessments (RCSAs) and effective documentation within our Governance, Risk & Control (GRC) system. * Document issues identified through RCSAs, including lessons learned and findings from Assurance functions, external auditors, and regulators. * Support the oversight of the risk events process, including challenging first-line business functions. * Ensure completeness and accuracy of remediation actions in the GRC system. * Monitor mitigating actions for growing risk exposures or breaches of risk appetite statements. * Lead in-depth reviews, control assurance, and testing activities as needed. * Assist with the delivery of projects and ongoing risk training initiatives. * Perform additional duties as assigned. What to expect when you join our firm * Hybrid working and reasonable accommodations * Generous Holiday policies * Paid volunteer time to step away from your desk and into the community * Support to grow through professional development courses, tuition/qualification reimbursement and more * Maternal/paternal leave benefits and family services * Complimentary subscription to Headspace - the mindfulness app * Discounted membership to ClassPass and other health and well-being benefits * Unique employee events and programs including a 14er challenge * Complimentary beverages, snacks and all employee Happy Hours Must have skills * Bachelor's degree in Business, Finance, Risk Management, or related field. * At least 2.5 years of experience in financial services or consulting, with a preference for asset management and/or risk management experience. * Solid understanding of risk management principles, policies, and methodologies. * Ability to solve problems creatively, think critically, and manage multiple tasks with high accuracy in a dynamic environment. * Excellent communication and presentation skills, capable of engaging both technical and non-technical stakeholders. * High level of proficiency in MS Office Suite and strong organizational skills. * Self-motivation, adaptability, and a strong sense of team commitment and accountability. * Professional qualifications (e.g., Securities Industry Essentials (SIE)) are preferred. Nice to have skills * Experience developing, communicating and training risk management policies and procedures * Experience with data visualization tools such as Power BI, Tableau, or similar platforms * Presentation, storytelling, communication, and stakeholder management skills to bring complex data problems and visuals to life * Risk Management Certification (IRM, PRM, etc.) Supervisory responsibilities * No Potential for growth * Mentoring * Leadership development programs * Regular training * Career development services * Continuing education courses Compensation information The base salary range for this position is $75,000-$80,000. This range is estimated for this role. Actual pay may be different. This position will be open through the end of December 2025. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************. #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here. Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. Nearest Major Market: Denver

Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We're looking for a Financial Operations Associate to support the daily movement, tracking,and reconciliation of digital assets across wallets, various blockchains, and custodial platforms. This role is ideal for someone early in their career who has foundational experience with crypto transactions and is eager to deepen their understanding of digital asset operations, controls, and reporting. What You'll Do * Manage daily digital asset movements, including sending, receiving, and exchanging assets across multiple blockchain networks * Monitor settlement of blockchain transactions and escalate issues as needed * Monitor wallet balances and activity and maintain accurate reports using Excel or Google Sheets * Assist with building and maintaining financial reports and dashboards (Python, Google Scripts, and Tableau experience a plus) * Process and track internal digital asset funding requests * Partner with Accounting on month-end close activities * Prepare supporting documentation for audits * Help improve and document financial operations processes as the business scales What We Look For * 1-3 years of experience in financial operations, treasury, accounting, crypto operations, or a related field or strong demonstrated interest in crypto * Hands-on experience with crypto, DeFi, and blockchain fundamentals * High attention to detail and strong organization * Ability to analyze and reconcile data across multiple sources * Clear communication skills and a collaborative mindset * Project management skills a plus * Ability to operate in fast-paced, evolving environment * Eagerness to learn Salary * Compensation Range: $62,050-$73,000/yr * 25% annual bonus target, paid quarterly * Company equity in the form of RSUs * This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits * Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans * Company HSA, FSA, Dependent Care, 401k, and commuter benefits * Employer-funded life and disability insurance coverage * 11 Observed Holidays & PTO plan * Up to 12 weeks paid family leave * Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-SB1 #LI-Hybrid

About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We're looking for a Financial Operations Associate to support the daily movement, tracking,and reconciliation of digital assets across wallets, various blockchains, and custodial platforms. This role is ideal for someone early in their career who has foundational experience with crypto transactions and is eager to deepen their understanding of digital asset operations, controls, and reporting. What You'll Do Manage daily digital asset movements, including sending, receiving, and exchanging assets across multiple blockchain networks Monitor settlement of blockchain transactions and escalate issues as needed Monitor wallet balances and activity and maintain accurate reports using Excel or Google Sheets Assist with building and maintaining financial reports and dashboards (Python, Google Scripts, and Tableau experience a plus) Process and track internal digital asset funding requests Partner with Accounting on month-end close activities Prepare supporting documentation for audits Help improve and document financial operations processes as the business scales What We Look For 1-3 years of experience in financial operations, treasury, accounting, crypto operations, or a related field or strong demonstrated interest in crypto Hands-on experience with crypto, DeFi, and blockchain fundamentals High attention to detail and strong organization Ability to analyze and reconcile data across multiple sources Clear communication skills and a collaborative mindset Project management skills a plus Ability to operate in fast-paced, evolving environment Eagerness to learn Salary Compensation Range: $62,050-$73,000/yr 25% annual bonus target, paid quarterly Company equity in the form of RSUs This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans Company HSA, FSA, Dependent Care, 401k, and commuter benefits Employer-funded life and disability insurance coverage 11 Observed Holidays & PTO plan Up to 12 weeks paid family leave Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-SB1 #LI-Hybrid

Job Description About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We are looking for a Markets Success Associate with a strong knowledge of trading platforms to be our first line of support for a wide range of clients and investors for all things Figure Markets. This role will sit in the heart of the action: providing product, technical, and educational support along with working cross functionally with Risk Management, Engineers, People Operations, Accounting, and more. Your effective communication, task-driven problem solving, and attention to detail will contribute to key outcomes that secure existing business initiatives, drive brand engagement, and ensure customer success. You will keep Figure Markets accountable to its customers by troubleshooting problems and providing solutions with knowledge and empathy and efficiency. What You'll Do Be the point of contact and advocate for retail and institutional clients and investors. Guide new users through the onboarding process to ensure seamless account creation and verification Educate Exchange clients and investors on Figure Markets and its products with knowledge and enthusiasm. Act as a bridge between customers and internal teams to address any concerns and to ensure customer satisfaction Promote brand recognition and loyalty by ensuring unrivaled support to our clients and investors via phone, chat interactions, and email. Leveraging data-driven insights, provide strategic recommendations to our Product Development team, influencing feature enhancements and ultimately contributing to the creation of an outstanding customer experience. Provide technical support and troubleshooting on a variety of potential issues. Triage and route the identification of technical bugs. Provide recommendations and track until resolved. Gather data-driven insights and analysis to operationalize and scale key processes. Recommend modifications and additions to the Team's guiding documents including relevant policies & procedures. Create cohesive and visually appealing and professional guides, flow charts, FAQs, and other content to support frictionless customer experiences. What We Look For 3+ years in a front line support and/or customer-facing role. 2+ years of experience working with trading or an exchange platform, preferred. Proven background in being a dependable and reliable team player. Flexibility and adaptability to ongoing refinements in process and structure. Confident, friendly, and compassionate communication skills. Successfully complete the required compliance training. A positive and problem-solving approach to customer service. Ability to instill trust and rapport with customers. BA/BS from an accredited university preferred. Process-driven organizational skills. A quick and flexible learning style with the ability to navigate new technology platforms. Salary Compensation Range: $29/hr-$33/hr 15% bonus target, paid quarterly This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans Company HSA, FSA, Dependent Care, 401k, and commuter benefits Employer-funded life and disability insurance coverage 11 Observed Holidays & PTO plan Up to 12 weeks paid family leave Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-SB1 #LI-Hybrid

GENERAL RESPONSIBILITIES The Investment Operations Associate works with financial representatives (FRs) to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and investment support. Specific duties include but are not limited to: Representative Training and Development Promotes, utilizes, and reinforces Northwestern Mutual planning culture, process, and tools. Provide training and knowledge transfer on Investment concepts, suitability, and product resources tools and procedures. Monitors and reinforces representative adherence with network offices business guidelines. Meet with representative to discuss proposal, analysis, method, opinion and discuss all assumptions. Identify potential opportunities and constraints and assess information to formulate strategies. Craft financial security solution(s) accurately and in the best interest of clients. Share recommendations with representatives and coach to the delivery of a successful client presentation. Identify and inform representatives of tax consequences, costs, and applicable breakpoint information (e.g. sales charges, surrender charges, account transfer fees). Proposal and Case Preparation Prepare Personal Planning Analysis. Prepare Envestnet proposal for Advisory clients. Prepare Morningstar Analysis. Recommend fund portfolio options. Gather information for registered representatives meeting with client/prospect (e.g. prospectuses, annual reports, and Morningstar reports). Account Services and Support Prepare all materials for all quarterly and annual reviews: investment summary, consolidated investment reports. Organize, manage, and coordinate back-office investment account services and support. Thoroughly document case notes, thought process, and analysis, and assumptions. General account servicing as directed by representative. Provide NMIS Operations backup support, as needed. QUALIFICATIONS Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others. Strong organizational and time management skills with the ability to set priorities and meet deadlines. Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment. Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with ability to learn various software programs quickly. 2-5 years of financial services experience preferred. Experience in utilizing a planning process or methodology preferred. Experience with both brokerage and advisory platforms preferred. Bachelors Degree in business, finance and/or equivalent work experience preferred. Life, Accident & Health insurance licenses to be obtained within the first 3-6 months of employment. Series 63 and either Series 6 or Series 7 to be obtained within the first 6 months of employment. COMPENSATION & BENEFITS Competitive Compensation: Base salary of $60-70k with comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage. Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways. Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction. Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives. Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals. Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives. EQUAL OPPORTUNITY EMPLOYER Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.

GENERAL RESPONSIBILITIES The Investment Operations Associate works with financial representatives (FRs) to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and investment support. Specific duties include but are not limited to: Representative Training and Development Promotes, utilizes, and reinforces Northwestern Mutual planning culture, process, and tools. Provide training and knowledge transfer on Investment concepts, suitability, and product resources tools and procedures. Monitors and reinforces representative adherence with network office's business guidelines. Meet with representative to discuss proposal, analysis, method, opinion and discuss all assumptions. Identify potential opportunities and constraints and assess information to formulate strategies. Craft financial security solution(s) accurately and in the best interest of clients. Share recommendations with representatives and coach to the delivery of a successful client presentation. Identify and inform representatives of tax consequences, costs, and applicable breakpoint information (e.g. sales charges, surrender charges, account transfer fees). Proposal and Case Preparation Prepare Personal Planning Analysis. Prepare Envestnet proposal for Advisory clients. Prepare Morningstar Analysis. Recommend fund portfolio options. Gather information for registered representative's meeting with client/prospect (e.g. prospectuses, annual reports, and Morningstar reports). Account Services and Support Prepare all materials for all quarterly and annual reviews: investment summary, consolidated investment reports. Organize, manage, and coordinate back-office investment account services and support. Thoroughly document case notes, thought process, and analysis, and assumptions. General account servicing as directed by representative. Provide NMIS Operations backup support, as needed. QUALIFICATIONS Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others. Strong organizational and time management skills with the ability to set priorities and meet deadlines. Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment. Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with ability to learn various software programs quickly. 2-5 years of financial services experience preferred. Experience in utilizing a planning process or methodology preferred. Experience with both brokerage and advisory platforms preferred. Bachelor's Degree in business, finance and/or equivalent work experience preferred. Life, Accident & Health insurance licenses to be obtained within the first 3-6 months of employment. Series 63 and either Series 6 or Series 7 to be obtained within the first 6 months of employment. COMPENSATION & BENEFITS Competitive Compensation: Base salary of $60-70k with comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage. Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways. Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction. Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives. Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals. Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives. EQUAL OPPORTUNITY EMPLOYER Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.

Prospect Capital Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. The Position Join the existing securitized products team to assist in sourcing, analyzing, and modeling new investment opportunities in both the primary and secondary markets in predominantly CLOs and ABS. Perform relative value analyses that will drive investment decisions across the structured credit spectrum. Assist in the portfolio management of the existing CLO portfolios totaling approximately $1.5B, including analyzing refinancings, resets, and redemptions. Analyze and evaluate investments across CLO debt and equity and various ABS asset classes Track and interpret market trends, regulatory developments, and macroeconomic factors affecting CLOs, ABS, and ABS collateral Develop and refine financial models to project securitized product cash flows, stress scenarios, and expected returns. Desired Skills and Experience Prior experience working with CLOs and/or ABS, including direct investing, trading, or research experience. Sound understanding of the fundamental, legal, structural, and technical aspects of CLOs and ABS. Demonstrated track record of excellence in academic, professional, and personal endeavors. Strong modeling skills including in-depth knowledge of Intex and Excel is required. Familiarity with Bloomberg, Intex, Moody's, and other structured credit analytics platforms. Highly detail-oriented with strong analytical and problem-solving skills to assess complex structured credit investments. Ability to work effectively under pressure in a fast-paced, dynamic investment environment. Collaborative team player, able to work across investment, research, and risk management teams. Strong organizational skills, with the ability to manage multiple priorities and deadlines simultaneously. The anticipated annual base salary range for this position is $100,000 - $300,000 plus an annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance. In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Prospect Capital Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. The Position * Join the existing securitized products team to assist in sourcing, analyzing, and modeling new investment opportunities in both the primary and secondary markets in predominantly CLOs and ABS. * Perform relative value analyses that will drive investment decisions across the structured credit spectrum. * Assist in the portfolio management of the existing CLO portfolios totaling approximately $1.5B, including analyzing refinancings, resets, and redemptions. * Analyze and evaluate investments across CLO debt and equity and various ABS asset classes * Track and interpret market trends, regulatory developments, and macroeconomic factors affecting CLOs, ABS, and ABS collateral * Develop and refine financial models to project securitized product cash flows, stress scenarios, and expected returns. Desired Skills and Experience * Prior experience working with CLOs and/or ABS, including direct investing, trading, or research experience. * Sound understanding of the fundamental, legal, structural, and technical aspects of CLOs and ABS. * Demonstrated track record of excellence in academic, professional, and personal endeavors. * Strong modeling skills including in-depth knowledge of Intex and Excel is required. * Familiarity with Bloomberg, Intex, Moody's, and other structured credit analytics platforms. * Highly detail-oriented with strong analytical and problem-solving skills to assess complex structured credit investments. * Ability to work effectively under pressure in a fast-paced, dynamic investment environment. * Collaborative team player, able to work across investment, research, and risk management teams. * Strong organizational skills, with the ability to manage multiple priorities and deadlines simultaneously. The anticipated annual base salary range for this position is $100,000 - $300,000 plus an annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance. In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

First Help Financial (FHF) is a fast-growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service. Through flexible financing options and tri-lingual support, we offer consumers an easier way to finance their first car. We lend to and support our portfolio which has consistently grown 30%+ each year over the last nine years. Here you will find hard-working colleagues who come from over 20 countries. We hold ourselves to the highest standards of professionalism but also enjoy our work. Our culture and benefits are geared towards making you successful in life and comfortable at work. Your Title: Sales Operations Associate Your Location: Remote You Report To: Sales Operations Manager Schedule: Monday - Friday, 9am to 5:30pm EST Compensation: $24.84/hour + bonus Learn more about our awesome Sales team! About the Opportunity: First Help Financial, voted and certified as a “Great Place to Work” by our workforce for five years in a row, is adding a new partner to our Sales department to accommodate our remarkable growth! We are seeking a highly motivated professional to serve as Sales Operations Associate as we grow our sales team. You will be administering the details of the sales process, effectively communicating between the sales team and management, and supporting the efficiency, effectiveness, and success of the sales team. You will also provide a supporting role for all sales departments as it pertains to all operational matters. The primary duty is to ensure the sales departments run efficiently by providing proper communication, accurate data and administrative duties as assigned. What you will do: Your duties include, but are not limited to: Review, process, sign, and manage Dealer Agreements Collaborate with the Dealer Info team to ensure proper documentation and updates Maintain accurate records of dealer agreements and statuses in Salesforce Create and manage parent and child dealership accounts for sales representatives and dealerships Link child accounts to parent accounts and ensure data integrity Deactivate accounts when necessary (dealer shutoff) Maintain agreement status accuracy Perform regular audits to ensure Salesforce data aligns with active agreements Update Salesforce with agreement details Request IT to set up emails and phone numbers Request region assignments from managers Add new hires to key platforms (Decision Logic, Winbrook, Teams) Organize access to sales reference materials and company resources on Teams Order business cards and folders Update and release territory map in collaboration with regional managers Ensure that the correct Inside Sales Rep is associated with the correct territories Create and manage Decision Logic accounts for dealers and sales representatives Terminate accounts for users no longer active with the organization Organize and maintain Reference Materials folders within Teams Control user access to ensure appropriate distribution of resources Send requests for new dealers added through CUDL Ensure new dealers are added to the inclusion list Ensure new dealer are added to the Seller Group Assignments Ensure Lender Contact Information is updated Collaborate with teams to identify collateral needs for sales and marketing Create, review, and release collateral materials across Teams, Winbrook, and other portals Work with the Sales team, Sales Ops Manager, and Sales Ops Trainers to identify training needs Design and implement training solutions Develop training materials and ensure their timely release Draft and maintain internal documents, including sales guidelines and research reports Regularly update and distribute critical sales documents such as rate sheets, funding checklists, and VPP guidelines Oversee portals, including CUDL, Dealer Track, RouteOne, and Winbrook, ensuring seamless functionality Conduct regular audits to maintain compliance across agreements, accounts, and operational processes Address discrepancies promptly and ensure alignment with company standards (updates to address, updates to already created collaterals/etc) Identify opportunities to enhance workflows for agreement management, onboarding, and collateral release Implement best practices to improve operational efficiency and support the sales team effectively What you Bring: Demonstrated historical career stability High school diploma or GED equivalent required At least 1 year's experience related accounting or administration Customer service-focused, energetic personality, professionalism, and a desire to assist High level of independence; detail-conscious and task-oriented mindset Ability to meet deadlines and handle time-sensitive demands Strong organizational traits. Ability to track and prioritize multiple issues over the course of a day/week/month. Ability to work on multiple projects simultaneously Ability to work both independently and with others Initiative, sense of urgency and a passion for creative work Strong interpersonal and teamwork skills Excellent written and verbal communication skills Strong computer skills (knowledge of Microsoft Excel, PowerPoint, and Word) FHF Benefits: Great Perks - We offer generous salaries, competitive health and welfare benefits, paid vacation, 401(k) match, tuition reimbursement, quarterly social outings, monthly lunches, a robust employee recognition, and training development program to enhance your career with us. Culture - We are believers in maintaining a healthy work-life balance. While we work hard and care deeply about our customers and partners, we want you to have room for your family, friends, and yourself. Growth - Company growth provides unprecedented career growth. FHF's extraordinary year over year growth in revenue and new markets provides opportunity for you to establish and develop your career growth. We engage each employee to build a career plan that benefits everyone and we have a proven record of investing in you. Diversity and Inclusion: FHF is committed to building a culture that respects and embraces all walks of life, inclusive of all genders, race, culture, age, sexual orientation, and other identities. We will make accommodations when interviewing anyone with special needs.

The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. **Job responsibilities** + Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed + Monitor product performance and report on key operational metrics to identify trends and areas for improvement + Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders + Coordinate issue management by opening, tracking, and resolving issue from end-to-end + Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions + Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution + Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) **Required qualifications, capabilities, and skills** + 4+ years of professional experience + Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) + Understanding of basic tech software functionalities (API, logs, JIRA) + Proven track record of managing production and operational issues + Strong organizational skills and effective verbal and written communication skills + Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision + Controls-focused mindset **Preferred qualifications, capabilities, and skills** + 1+ year data analyst experience + Experience with C3 green screens, Admin Tool, and/or ServiceNow + Experience supporting product development + LLM suite knowledge + Knowledge of Chase organization, processes, systems Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $91,200.00 - $140,000.00 / year

JobID: 210680871 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $91,200.00-$140,000.00 The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. Job responsibilities * Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed * Monitor product performance and report on key operational metrics to identify trends and areas for improvement * Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders * Coordinate issue management by opening, tracking, and resolving issue from end-to-end * Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions * Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution * Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) Required qualifications, capabilities, and skills * 4+ years of professional experience * Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) * Understanding of basic tech software functionalities (API, logs, JIRA) * Proven track record of managing production and operational issues * Strong organizational skills and effective verbal and written communication skills * Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision * Controls-focused mindset Preferred qualifications, capabilities, and skills * 1+ year data analyst experience * Experience with C3 green screens, Admin Tool, and/or ServiceNow * Experience supporting product development * LLM suite knowledge * Knowledge of Chase organization, processes, systems

Titan is an AI holding company transforming IT services with its Augmented AI platform. We acquire and partner with the best Managed Service Providers (MSPs) and embed AI at the core of their operations, empowering technicians to work faster, smarter, and more strategically. Our augmented AI platform enables MSPs to scale like technology companies while delivering faster resolutions, better uptime, and more proactive, personalized support for their customers. In under a year, we've raised over $70M from General Catalyst, acquired market-leading MSPs like RFA, and deployed agents seeing real-world impact to productivity. Our team bring together AI product expertise from Scale AI, Google, MIT, and Stanford with private equity experience from H.I.G. Capital and seasoned MSP executives who have led some of the industry's top providers. Joining Titan means helping to redefine how work is done in IT Services and building a $100B company. About The Role: We're looking for a Business Operations & Strategy Lead to partner closely with our founders and MSP leadership teams to drive operational excellence, craft acquisition strategies, and build scalable integration playbooks. This is a highly strategic and hands-on role with a clear path to building and leading a team as we grow our portfolio. What You'll Do: Partner with MSP executives to revamp operations and sales strategies Identify and solve the most critical operational bottlenecks across acquired businesses Support leadership in setting and executing key objectives for the next 1-2 quarters Drive acquisition strategy: evaluate product mix, identify gaps, and assess targets for potential rollups Develop integration playbooks across finance, ops, and product for newly acquired companies Build and manage a small team to oversee day-to-day post-acquisition integration and operational improvements Who You Are 3-8 years of experience in strategy + operations, ideally with PE operating experience Proven track record in driving operational improvements and post-acquisition integration Comfortable moving between high-level strategy and hands-on execution

The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. Job responsibilities Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed Monitor product performance and report on key operational metrics to identify trends and areas for improvement Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders Coordinate issue management by opening, tracking, and resolving issue from end-to-end Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) Required qualifications, capabilities, and skills 4+ years of professional experience Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) Understanding of basic tech software functionalities (API, logs, JIRA) Proven track record of managing production and operational issues Strong organizational skills and effective verbal and written communication skills Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision Controls-focused mindset Preferred qualifications, capabilities, and skills 1+ year data analyst experience Experience with C3 green screens, Admin Tool, and/or ServiceNow Experience supporting product development LLM suite knowledge Knowledge of Chase organization, processes, systems