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D.A. Davidson Companies Remote jobs

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  • Senior Specialist, Regional Trust Associate

    Charles Schwab 4.8company rating

    California City, CA jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. Position allows for 100% remote work. The Regional Trust Associate is a key member of our Banking & Trust Services (BTS) National Sales Team and is responsible for partnering with our internal Trust Services teams, Schwab's Investor Services (IS) and Advisor Services (AS) colleagues, Registered Investment Advisors (RIAs), and clients regarding inquiries for which Charles Schwab Trust Company or Charles Schwab Trust Company of Delaware are being sought as a future successor trustee. What you are good at: Qualified candidates are aspiring financial professionals with a desire to grow within Schwab Effectively communicate and follow-up with partners, advisors, attorneys and clients Actively participate in special projects and initiatives in the spirit of innovation, collaboration, and community Highly organized professional with the ability to take ownership, prioritize, manage and execute multiple responsibilities Ability to handle large volume of inbound leads or inquiries in an efficient manner Energetic and highly motivated self-starter with problem-solving mindset Collaborative team player with contagiously positive, outgoing, can-do attitude Creating data to support Trust teammates in developing new business Acting as secondary business development and sales support resource for all Schwab clients and prospects when the RTC is unavailable Proactively supporting Regional Trust Consultants (RTCs) in lead generation and pipeline maintenance through relationship management, CRM proficiency, and client follow-up Providing ongoing feedback to internal partners regarding available new solutions, services, pricing, and marketing materials Executing timely and relevant information to field partnerships, while proactively anticipating the needs of RTCs bility to provide cursory reviews of trust documents Demonstrate excellent communication & partnership skills within various partnerships Delivering an exceptional experience through meeting all service level agreements Ability to adapt quickly to support teammates and clients Demonstrating excellent priority management skills in real-time What you have Minimum five years experience in the trust industry. Basic knowledge of trust principles along with practical experience working with personal trusts preferred; experience with trusts governed by Nevada or Delaware law a plus Consultative client-facing experience preferred 3+ years of relationship management experience in developing enhanced affiliations with field partners to support business development activities Proven ability to influence others, provide an excellent experience while delivering specific product and technical knowledge for all Trust offerings Aptitude to quickly build knowledge base around Banking and Trust Services offerings Excellent analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed Strong internal and external customer focus, including ability to think in terms of client experience/perspective Effective presentation and public speaking skills Self-starter, problem resolution skills with a strong acumen around delivering and receiving constructive feedback Proven confidence with technology and the ability to understand & teach new systems/applications with ease Proactive daily self-development Outstanding time management and organizational skills Strong adaptability to change Bachelor's degree is a plus In addition to the salary range, this role is also eligible for bonus or incentive opportunities. #SchwabBTSJobs What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $58k-86k yearly est. 1d ago
  • Venture Capital Intern (Data & Analytics) - REMOTE

    Ff Venture Capital 4.0company rating

    New York, NY jobs

    ### **About the company** ff Venture Capital is a seed-first, high-touch venture capital firm dedicated to collaborating with early-stage companies building technology that will transform millions of lives. With offices in New York and Warsaw, we're deeply embedded in vibrant startup ecosystems. ### **The Role** We're seeking a detail-oriented undergraduate intern to support our data and analysis efforts. This is a part-time role (10-15 hours per week) ideal for someone looking to gain hands-on experience in venture capital while developing their analytical skills. ### **What You'll Do** Organize, clean, and maintain data across our internal systems and databases Conduct analysis to support investment decision-making and portfolio management Identify patterns and insights from data to inform firm strategy Help improve data quality and integrity across platforms Support ad-hoc research and analytical projects as needed ### **What Sets You Apart** You're meticulous and take pride in producing accurate, high-quality work You have strong analytical skills and are comfortable working with data You can work independently and manage your time effectively You're curious about startups, venture capital, and the broader tech ecosystem You communicate clearly, ask good questions and are excited and open to learning You have some background in data analysis, whether that is through Excel, SQL, or Python/R ### **Background** Current undergraduate student No prior venture capital experience required Proficiency in Excel/Google Sheets; familiarity with other data tools is a plus Strong attention to detail and organizational skills Interest in technology and startups ### **Why This Role Is Special** This internship offers a rare opportunity to gain direct exposure to venture capital operations. Previous ff Venture Capital interns have gone on to become CEOs of well-known companies. This role is perfect for analytically-minded undergraduates looking to explore the startup ecosystem. ### **What We Offer** Hands-on experience in venture capital Flexible, part-time schedule (10-15 hours per week) Direct exposure to how a VC firm operates Valuable network building in the startup ecosystem Path to potential opportunities in venture capital or startups Class credit or hourly pay ### **The Ideal Candidate** You're organized, reliable, and take ownership of your work. You enjoy working with data and are motivated by the challenge of turning messy information into something clean and useful. Most importantly, you're excited about the opportunity to learn about venture capital from the inside. This role is open to remote but someone able to come into our New York City office will get more from the experience.
    $34k-42k yearly est. 4d ago
  • Business Insurance Agent - Mid-level (Hiring Immediately)

    USAA 4.7company rating

    Richmond, VA jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Insurance Agent - Mid-level, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-members unique risk profile. You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for members business. On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers. USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time). This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position. What you'll do: Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings. Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions. Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation. Classifies members and/or non-members business and provide accurate risk management and risk mitigation solutions while leveraging knowledge of B2B sales cycles for success. Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk. Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues. Utilizes advanced knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings. Leverages advanced knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination). Leverages advanced understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values. Provides select account service for members and nonmembers including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems. Facilitates initial acquisition of Affluent members, nonmembers, and business owners by gaining an understanding of the members and nonmembers risk profile by providing a concierge, white glove, single point of contact service level for members and nonmembers with complex accounts and unique needs. May work with underwriters on complex accounts across management lines and Excess and Surplus for renewals, endorsements, and remarketing. Facilitates multi-tiered account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma OR General Equivalency Diploma. 2 years of insurance sales and service experience to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker setting. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. High Net Worth/Private Client Experience and ability to handle sensitive information. Excellent communication and customer service skills. What sets you apart: 4 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing) 4 or more years working experience quoting and binding directly with the insured. Experience with Agency Management Systems and/or Salesforce. Experience working in a Commercial Lines multiple carrier environment. Experience writing Commercial Lines in multiple states. Experience working in a call center environment. Active P&C General Lines License for home state. Compensation range: The salary range for this position is: $54,550.00 - $97,750.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage. USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $54.6k-97.8k yearly 4d ago
  • SQL Server & ERP Database Administrator - Onsite in Buckhead

    Clear Point Consultants 4.6company rating

    Atlanta, GA jobs

    We're looking for a mid-level SQL Server DBA to join our client's team in Buckhead on a direct-hire basis. This is a great opportunity for someone looking to grow their DBA career in a stable environment with strong mentorship and excellent benefits. What you'll do: Support and maintain SQL Server databases in a production environment Assist with release management, deployments, and change control processes Work with ledger-based ERP systems, ensuring data integrity and performance Participate in database monitoring, troubleshooting, and optimization Collaborate with application, finance, and IT teams What we're looking for: 2+ years of strong SQL Server experience Hands-on exposure to release management processes Experience supporting or working with ledger-based ERP systems Solid understanding of database fundamentals, performance, and reliability Eagerness to learn and grow in a structured, team-oriented environment Why this role stands out: Direct hire with a well-established client On-site role in Buckhead with the ability to work remotely one day per week Excellent benefits package A dedicated mentor assigned to support career development and growth If you're a SQL DBA looking to take the next step in your career with guidance and long-term opportunity, we'd love to connect.
    $98k-124k yearly est. 2d ago
  • AFC Modelling - Data Scientist - Associate - Vice President

    Deutsche Bank 4.9company rating

    New York, NY jobs

    Job Title: AFC Modelling - Data Scientist Corporate Title: Associate - Vice President: All Roles to be Considered Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank's business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment. Our AFC Team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function How You'll Lead Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed. Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties. Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function. Skills You'll Need Bachelor's/Master's degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy) Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies. Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management. Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools. Skills That Will Help You Excel Flexible and able to adapt to urgent deliverable timelines A positive outlook in a goal-oriented organization Able to demonstrate excellent analytical, judgment, and research skills Meticulous with a strong attention to detail and the ability to multitask Able to interpret complex requirements and work proactively with stakeholders in different organizational units Expectations It is the Bank's expectation that employees hired into this role will work in the New York City office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $110,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
    $110k-230k yearly 2d ago
  • Senior Structured Finance & Funding Lawyer - Remote

    Guggenheim Partners 4.2company rating

    Chicago, IL jobs

    A global financial services firm is seeking a Senior Transaction Lawyer to support structured finance operations in Chicago. The role involves drafting and negotiating key financial documentations and collaborating with various teams to mitigate legal risks and ensure compliance. Candidates must possess a Juris Doctor degree, at least 10 years of relevant experience, and be licensed in New York or Illinois. The salary ranges from $150,000 to $250,000 annually, reflecting both experience and location. #J-18808-Ljbffr
    $150k-250k yearly 5d ago
  • Investment Funds Counsel - Remote/Hybrid

    The Voleon Group 4.1company rating

    Berkeley, CA jobs

    A leading technology investment firm based in California is seeking a highly motivated Counsel to join its Legal and Compliance Department. This role involves negotiating side letters, supporting the launch of hedge funds, and managing legal documentation. Ideal candidates will have a J.D. degree, 2-4 years of relevant experience, and strong analytical and negotiation skills. The position offers a flexible work environment, competitive salary and benefits including health coverage and paid time off. #J-18808-Ljbffr
    $125k-214k yearly est. 2d ago
  • Senior Employment Law Director - Hybrid, Global

    Transunion 4.2company rating

    Chicago, IL jobs

    A leading data solutions company seeks a Senior Director, Employment Attorney to lead employment law strategy and execution. This role involves providing legal counsel on various employment-related matters, managing compliance with U.S. laws, and guiding workplace culture. Required qualifications include over 10 years of employment law experience and a Juris Doctor degree. The position is based in Chicago, Illinois, with hybrid work options and offers an extensive benefits package including flexible time off, health benefits, and a 401(k) plan. #J-18808-Ljbffr
    $133k-188k yearly est. 3d ago
  • Salesforce Enterprise Architect

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    This is a contract-based employment opportunity About the Executive Office of Housing and Livable Communities: The Executive Office of Housing and Livable Communities (EOHLC) was established as a Secretariat in 2023 by the Healey-Driscoll Administration to create more homes and lower housing costs for Massachusetts residents. EOHLC's mission is to advance innovative solutions to provide safe, accessible, affordable, and environmentally sustainable housing for all residents and to support the growth of vibrant, livable communities throughout the Commonwealth. EOHLC offers programs to help prevent homelessness and to help people afford housing. It also offers housing programs and financial assistance for municipalities, local housing authorities, non-profit organizations, and developers. Position Summary: EOHLC IT is seeking a highly skilled Salesforce Enterprise Architect with 10+ years of hands-on Salesforce experience. This role will provide strong technical leadership, guide internal development teams, oversee technical deliverables, collaborate with multiple vendors, ensure code quality, drive integration work, and lead the full release management lifecycle with expert-level Copado knowledge. We manage a single Salesforce org that leverages Public Sector Solutions (PSS) to support critical housing benefits, case management, and grant management programs. Our landscape includes multiple integrated systems and requires strong coordination, as development is carried out by three external implementation partners in parallel with internal technical resources. The Salesforce Enterprise Architect must be able to operate effectively in this multi-vendor environment, ensuring architectural consistency, quality control, and alignment across all teams. The Salesforce Enterprise Architect will work closely with the Project Managers to ensure technical requirements, timelines, dependencies, and deliverables are clearly communicated and successfully executed. This position reports directly to the Director of Information Technology Development. This position is a full-time contract opportunity. The primary work location for this role will be at 100 Cambridge Street, Boston, MA 02114. The work schedule for this position is Monday through Friday, 9:00AM to 5:00PM EST. This position follows a hybrid schedule, typically requiring an average of two days per week in the office, with the flexibility to balance on-site and remote work as needed. Duties and Responsibilities: Lead the overall Salesforce technical architecture, solution design, and development strategy across the organization. Provide technical leadership, guidance, and oversight to internal Salesforce developers and admins, ensuring best practices, code quality, and consistency across teams. Collaborate with cross-functional teams, multiple vendors, and business stakeholders to translate requirements into scalable, maintainable solutions. Design, build, and enhance Salesforce applications using Apex, LWC, Visualforce, Flows, OmniStudio, OmniScript, and advanced Salesforce configuration. Review, approve, and mentor others on Apex, LWC, Visualforce, Flows, OmniScript, integration patterns, and configurable Salesforce development approaches. Monitor and track all development activities across internal teams to ensure alignment with architectural standards, timelines, and quality goals. Lead the integration of Salesforce with Snowflake, ensuring a scalable and secure data flow across systems. Architect and implement integrations using REST/SOAP APIs, middleware, ETL tools, and third-party systems. Oversee environment strategy, sandbox management, version control, metadata deployments, and CI/CD processes using Copado. Own release management activities including pipeline governance, promotion strategy, quality checks, and coordination with vendors and internal teams. Partner with the Project managers to ensure technical deliverables, risks, dependencies, and project expectations are clearly documented and communicated. Perform advanced Salesforce administration, including user roles, profiles, security, permission sets, data integrity, and system monitoring. Conduct technical audits of automation, code, OmniScripts, integrations, and system configuration to identify improvements or risks. Produce and maintain high-quality technical documentation including architecture diagrams, design specifications, and deployment notes. Stay up to date on Salesforce releases, enhancements, and industry best practices and proactively recommend platform improvements. Preferred Knowledge, Skills, and Abilities: Minimum ten (10) years of experience in Salesforce development and architecture. Eight (8) plus years designing and implementing complex integrations with APIs, middleware, or ETL platforms. Proven ability to lead and mentor other developers and manage technical delivery across multiple teams. Demonstrated experience working with multiple vendors on enterprise scale applications and projects. Strong hands-on experience with Apex, Visualforce, Lightning Web Components (LWC), SOQL/SOSL, Flows, OmniScript/OmniStudio, and Salesforce automation. Expert-level experience with Copado, CI/CD pipelines, branching strategy, and release management. Strong understanding of Salesforce architecture, security model, data modeling, and integration patterns. Strong understanding of Salesforce sharing rules, security architecture, and SSO implementation Experience in data modeling, data management best practices, and enterprise-level reporting strategies Excellent communication skills with the ability to work with both technical and non-technical stakeholders. Ability to work independently, manage multiple priorities, and drive solutions from design through deployment. Salesforce certifications (Developer, Architect, Admin) strongly preferred. Experience with MuleSoft for API-led integrations, system orchestration, and enterprise connectivity is preferred.
    $111k-164k yearly est. 2d ago
  • Experience Owner - Housing Experience

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    This is a contract-based employment opportunity The Executive Office of Housing and Livable Communities (EOHLC) was established in 2023. Its creation reflected the Commonwealth's focus on housing, elevating the organization from a division (DHCD) to an executive office reporting directly to the Governor. EOHLC works to create more homes and lower housing costs for Massachusetts residents. We administer programs focused on housing production, housing affordability, fairness and equity in housing opportunity, emergency and transitional housing and financial supports, and home energy affordability, among other areas. Are you interested in helping people in Massachusetts find and secure affordable housing? The Executive Office of Housing and Livable Communities (EOHLC) is hiring an Experience Owner to develop and iteratively improve the renter's experience of learning about, applying for, and gaining access to private affordable housing, as well as the property owner and municipal experience of offering and filling affordable housing opportunities. In this full-time contract role, you will translate the team's high-level strategy into an actionable plan that spans policy development, technology, process definition, and more. This position is a full-time contract opportunity. The primary work location for this role will be at 100 Cambridge Street, Boston, MA 02114. The work schedule for this position is Monday through Friday, 9:00AM to 5:00PM EST. This position follows a hybrid schedule, typically requiring an average of two days per week in the office, with the flexibility to balance on-site and remote work as needed. Duties and Responsibilities: Co-develop a long-term and near-term vision for the Common Application for Affordable Housing (Common App) in partnership with the project's Experience Research Design Lead, including a front-end applicant experience and back-end property manager experience. Serve as the project's policy and business lead, identifying laws, policies and operational procedures related to Private Affordable Housing that need to be clarified, updated, or created to successfully fulfill on completing this project. This will include conducting audience research, gathering input, and drafting policy proposals, and business process documentation. Develop and manage the implementation plan, ensuring cross-disciplinary teams are working together towards strategic milestones that ladder up to the long-term vision. The implementation plan will include coordinating work across research, design, policy development, operations, technology, procurement, legal, and more. Map and proactively manage complex stakeholder groups including HLC and other state agency staff, prospective renters, housing developers, property managers, advocacy organizations, municipal representatives, software vendors and others. Act as primary point of contact for the initiative. Partner closely with an Experience Design and Research Lead to address key research questions, generate solutions, prototype concepts and advocate for user needs. Partner with agency stakeholders to understand policies, technology systems, business needs, and other constraints to inform the implementation plan. Partner with IT Project Manager to develop strategy for technology procurement and advise vendor work. Measure impact of work and prioritize improvements to the experience based on data. Act as a change agent within Housing and Livable Communities by advocating for agile development and data-driven decision-making. Preferred Knowledge, Skills & Abilities: 7+ years of professional experience in product management or program management leading multi-disciplinary teams achieving complex policy implementation projects, preferably with IT components as part of the solutioning Deep understanding of policymaking and implementation within government, with experience evaluating and crafting policy, and/or experience working alongside policy experts Experience launching new services and translating high-level strategy into actionable plans that take into consideration complex stakeholder dynamics Demonstrated flexibility, curiosity, and patience in navigating highly regulated Outstanding communication, storytelling, facilitation, and change management skills Demonstrated ability to break work into smaller increments Drive to serve the end user and focus on user needs Ability to anticipate and address roadblocks Experience identifying metrics and using data to make programmatic decisions and process changes Strong preference for direct experience in the housing field The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
    $117k-157k yearly est. 2d ago
  • Remote Equity Trader Position

    T3 Trading Group 3.7company rating

    Los Angeles, CA jobs

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $67k-115k yearly est. Easy Apply 60d+ ago
  • Corporate Counsel (Legal Affairs & Litigation) *HYBRID

    Encore Capital Group 3.9company rating

    San Diego, CA jobs

    Applicants must have current authorization to work in the United States on a full-time basis. As a Corporate Counsel (Legal Affairs & Litigation), your principal duty will be to manage and appropriately resolve company litigation-related matters filed in state and federal courts, including putative class actions, individual actions, arbitrations, pre-suit matters, employment matters, etc. During the course of a matter, your duties could include any of the following: interacting with opposing counsel, managing outside counsel, responding to discovery, managing paralegals, developing litigation strategy, providing input to court filings, attending mediations, depositions, hearings, trials, and appellate hearings. Throughout this process, you will interact with members of the business and members of the legal department regarding the status of each matter, any financial or reputation risk associated with it, any relevant opinions or decisions, and any business-related changes that may minimize litigation or compliance risk. Also, you will participate in regular meetings, including with other members of the litigation team. *Hybrid work schedule! Responsibilities Manage an active portfolio of assigned litigation-related matters, including balancing the allocation of internal and external resources taking into account such factors as workload, skill base, project schedules, and cost of resources. Work with and manage outside counsel on assigned matters. Advise members of legal or organizational management regarding the status of assigned matters. May assist more senior members of the department on more complex matters, applying appropriate legal judgment and sound business logic. Manage direct reports. Other duties as assigned. Education Required: JD from accredited law school; member of at least one state bar. Language Required: English Experience Required 4+ years of litigation experience at a law firm or in house. Strong communication, advocacy, and negotiation skills. Proficiency with Microsoft Word, Excel, PowerPoint, Outlook and legal research platforms such as Westlaw or Lexis. Experience Preferred Experience at both a law firm and in-house. Prior experience in managing and developing attorneys and staff. Prior experience in the debt buying, collections, or financial services industries. Experience counseling on Human Resource-related matters. Advanced Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, Lexis, Westlaw, or Legal Tracker. #LI-KL1 Starting Compensation Annual Salary: $124,600.00 - $174,300.00 (Amount based on office location, relevant experience, skills, and competencies) If you are wondering why you should work for us, here is something to help you decide: Pay and Bonuses: Earn a competitive salary. All employees are eligible for monthly incentives or annual bonus. Career Progression: Grow at MCM with paid training and development programs - including our very own MCM Academy - as well as a promote-from-within philosophy. Reward and Recognition: We are committed to honoring great results - ranging from informal accolades to formal company-wide awards and prizes like all-inclusive vacations. Tuition Assistance: Pursue a degree or coursework related to your current role, or the role you are striving for. Healthcare Insurance: Take advantage of comprehensive healthcare plans and options to ensure your continued health, plus fitness membership reimbursements, weight watchers, our wellness rewards Program and more. Volunteering Opportunities: Enjoy up to eight hours of paid time off each year to volunteer. We also offer volunteer grants and matching financial donations, up to US$ 2,500 per employee annually. Retirement Savings: Build a strong financial foundation and reach your goals for the future. With all the effort you invest in us, we're proud to invest in you. New Family Support: Celebrate your new arrival with company paid leave, new parent flex time, and child back-up care options. Team-building: Enjoy experiences that inspire bonds with your colleagues through a wide range of company-sponsored team-building events, such as holiday celebrations and department outings. Work-Life Balance: Enjoy paid and floating holidays, as well as generous paid-time-off. Our compensation and benefits programs were created with an 'Employee-First Approach' focused on supporting, developing, and recognizing YOU. We offer a wide array of wellness and mental health initiatives, support volunteerism, and environmental efforts, encourage employee education through leadership training, skill-building, and tuition reimbursements, and always strive to provide promotion opportunities from within. About Us Headquartered in the United States, Encore Capital Group (Encore) is a publicly traded international specialty finance company operating in various countries around the globe. Through our businesses - such as Midland Credit Management and Cabot Credit Management - we help consumers to restore their financial health as we further our Mission of creating pathways to economic freedom. Our commitment to building a positive workplace culture and a best-in-class employee experience have earned us accolades including Great Place to Work certifications in many geographies where we operate. If you have a passion for helping others and thrive at a company that values innovation, inclusion and excellence, then Encore Capital Group is the right place for you. Encore Capital Group and all of its subsidiaries are proud to be an equal opportunity employer and are committed to fostering an inclusive and welcoming environment where everyone feels they belong. We encourage candidates from all backgrounds to apply. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status, or any other status protected under applicable law. If you wish to discuss potential accommodations related to applying for employment, please contact ****************. #J-18808-Ljbffr
    $124.6k-174.3k yearly 5d ago
  • Compliance Officer-Credit Cards

    City National Bank 4.9company rating

    New York, NY jobs

    WHAT IS THE OPPORTUNITY? Position is responsible for performing risk analysis and assessment of compliance regulations, identifying risks and controls, monitoring business unit control environment, drafting and maintaining remediation plans and issues tracking logs, and escalation of compliance issues. The incumbent is responsible for playing a critical role in the issues remediation strategy for compliance identified issues and ensuring issues are closed in a manner which both adheres to the regulatory requirements and ensures business continuity. WHAT WILL YOU DO? Reviews/challenges compliance risk assessments, analyzing the Bank's compliance risk; determine if current processes control risk. Analyze new and changing laws and regulations and development of implementation strategies. Maintain updates to compliance policies, procedures, and training for new or revised laws and regulations. Assist the Compliance Manager, Senior Compliance Officer, and Risk Assessment team with the evaluation of compliance testing program and processes. Performs research on regulations and provides guidance to business operations (divisions) on compliance requirements. Create, maintain and update reporting of compliance test results along with comparable line of business QA testing results. Conduct meetings to discuss testing and risk assessment results and lead line of business to remediation plans. Works with Senior Compliance Officer, Compliance Manager to maintain audit tracking logs and other tracking reports as deemed necessary. Conduct regulatory compliance monitoring activities as assigned and maintain appropriate work papers Performs compliance reviews on specific loan-level accounts, as required. Complies fully with all Bank Compliance policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Provide guidance on regulations, requirements, and Bank procedures. Conducting and documenting reviews and addressing findings with employees and supervisors. Drafting and maintaining employee training for assigned topic areas. Analyze the Bank's compliance risk; determine if current processes control risk. Completes all required training. Other duties and special projects as assigned. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years' experience working with Federal and State compliance regulatory matters Minimum 5 years' experience in banking, consumer finance, retail banking compliance, mortgage banking or working in a legal department Minimum 3 years' experience with managing projects or processes Additional Qualifications College degree preferred. Relevant, equivalent work experience may be substituted for degree preference. Good knowledge and relevant work experience with bank credit, deposit, operations regulations (as applicable/assigned). Knowledge and experience with traditional bank products and services and/or reviewing marketing materials is a plus. Ability to influence/motivate others to produce desired results. Ability to operate effectively in a fast paced environment. Excellent organizational and analytical skills. Ability to communicate clearly and professionally with all levels of an organization. Excellent written and verbal communications skills. Effective interpersonal skills. Proficiency in multi-tasking and prioritizing projects. Excellent time management skills and be accustomed to working with deadlines. Certified Regulatory Compliance Manager (CRCM), Certified Internal Auditor (CIA), and/or Certified Financial Services Auditor (CFSA) designation a plus. Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $77k-143k yearly 18h ago
  • Senior Sage Intacct Customer Success Consultant

    Clark Nuber 3.7company rating

    Bellevue, WA jobs

    No external recruiters please, as all candidates need to apply directly at ******************* Are you passionate about helping mission-driven organizations thrive through innovative software solutions? Join our dynamic and entrepreneurial team as a Senior Sage Intacct Customer Success Consultant, where your expertise in Sage Intacct will make a strategic impact on client satisfaction, retention, and growth. Be part of a supportive environment that values unity in diversity, lifelong learning, and legacy building. As a Senior Sage Intacct Customer Success Consultant, you will play a pivotal role in our Client Success and Care function, supporting the ongoing management and optimization of Sage Intacct and other software solutions for our diverse client base, including not-for-profits, healthcare organizations, and hospitality businesses. You'll collaborate closely with team members across implementation, sales, and support to ensure seamless client experiences from onboarding through renewal. This role offers flexibility in work setup-ideally in-office, but hybrid or fully remote arrangements are also welcome. Essentials functions of the job include but are not limited to: * Partner on client engagements to support selection, transformation, implementation, and optimization of software solutions. * Monitor and maintain the customer success and support ticket inbox, delivering advisory services and troubleshooting. * Proactively identify and execute in-life product and service add-ons, and support the customer renewal process. * Lead client onboarding sessions and contribute to training, webinars, and user groups. * Conduct advanced discovery sessions to translate client business processes into technical requirements. * Assist in software implementations, including configuration, data conversions, and integrations. * Collaborate with cross-functional teams to deliver compelling demonstrations and solution proposals. * Ensure Statements of Work align with client goals and maintain detailed CRM engagement records. * Respond to RFI/RFPs and contribute to pre-sales activities and integration planning. * Provide guidance on technical and client engagement best practices and support business development initiatives. Education: Bachelor's degree in business administration, accounting, finance, MIS, or related field or a combination of education and directly related work experience. CPA or Sage Intacct certifications preferred. Experience: 3+ years of experience in customer success in Sage Intacct software implementation, or consulting. You must be able to pass a credit check at any time to remain eligible for this position. Salary Range: $98,000 minimum to $130,710 maximum salary range Benefits: At Clark Nuber, we believe in supporting our employees both professionally and personally from day one. Here's what you can expect: * Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day. * Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees-because we value work-life integration. We provide paid parental leave to support you and your family during important life moments. * Professional Growth: We're committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career. * Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards. * CPA Support: We offer robust CPA exam support, including financial assistance for study materials, completion bonuses, and additional time off to help you succeed. At Clark Nuber, we foster a culture of excellence, flexibility, and continuous learning-because when you thrive, we all do. Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions. We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support. Our culture is to lead with respect and acceptance of difference. We expect all employees to embrace this principle and to express it in workplace interactions and through everyday practices. Clark Nuber complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. 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 *******************. This position is open until filled and you can apply by clicking the APPLY button and completing the online application.
    $98k-130.7k yearly Auto-Apply 5d ago
  • Sr. Audit Manager- Treasury/Finance

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks . ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit . EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $99k-176k yearly 18h ago
  • Senior Trial Attorney Workers' Comp

    Nationwide Mutual Insurance Company 4.5company rating

    San Francisco, CA jobs

    If you're passionate about being part of a diverse organization that enables a Fortune 100 company to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.This position will report to our Newport Beach Trial Division office. This is a fully remote position. **The attorney will primarily cover NorCal venues. Workers' Compensation experience preferred.** No billable hours. 1:1 attorney/paralegal ratio.#LI-CP1** Summary** Nationwide Trial Division is a national team with approximately 40 offices through six regions across the United States. Our Senior Trial Attorneys are seasoned litigation attorneys with significant civil litigation experience in property and casualty insurance defense or subrogation. As a Senior Trial Attorney, you'll represent clients under both commercial and personal lines insurance policies independently as lead counsel, as well as be part of a larger team as needed. Caseloads are typically including a mix of cases varying in complexity, severity, product lines, and specialized concentrations, throughout all courts and agencies in the assigned jurisdiction(s). You'll be expected to maintain a highly productive case volume that reflects our collective commitment to innovative thinking, effective collaboration, embracing technology and a highly organized and proactive approach to case management.******Job Description******## **Key Responsibilities:*** Demonstrates the requisite trial advocacy skills independently as lead counsel, or as part of a team, demonstrates efficiency, proactive case management, work ethic, and work product quality to accurately and effectively handle all matters in accordance with Nationwide Trial Division (NTD) standard methodology guidelines, as well as claims and client expectations.* Requires minimal managerial oversight and guidance from the Managing Trial Attorney and NTD Leadership in all aspects of core duties and job responsibilities.* Adept at effectively utilizing technology and collaboratively working with support staff to ensure efficient case management and efficiency.* Demonstrates consistent awareness of changes to the law, technology, local rules and other procedural requirements, or other aspects of the legal and insurance industries likely to impact liability and recovery litigation strategies in the jurisdictions in which he/she practices.* Possesses and consistently performs with the subject matter expertise and trial advocacy skills required and specified for all NTD concentrations held. Demonstrates the ability and willingness to develop and learn additional or new NTD concentrations as may be required based on NTD business needs and as specified by NTD Leadership.* Provides factually, legally and analytically sound opinions consistently on case valuations that are promptly updated and timely communicated to the client and claims.* Independently establishes and maintains strong professional relationships with key associates within Office of the Chief Legal Officer and claims partners at the senior director level and below, as well as with colleagues within the legal and insurance industries within those jurisdictions and communities in which he/she practices.* Utilizes relationships to build and improve NTD's reputation and expand case referral opportunities within the enterprise.* Communicates in a highly effective manner, consistently and proactively identifying, understanding and meeting client, claims and internal NTD communication expectations (both written and verbal), as well as those commonly expected within the jurisdictions and communities in which he/she practices.* Serves as a mentor for junior attorneys and NTD staff providing guidance and training, as well as serving as role model in terms of engagement, coaching and feedback, efficiency, attitude and collaboration.May perform other responsibilities as assigned.**Reporting Relationships:** Reports to Managing Trial Attorney**Typical Skills and Experiences:****Education:** Juris Doctor degree from an accredited law school.**License/Certification/Designation:** Maintains an active license in the state in which the position is located.**Experience:** Typically, more than eight years of relevant civil litigation experience in property and casualty insurance defense or subrogation.**Knowledge, Abilities and Skills:** Has significant litigation experience in property and casualty insurance defense or subrogation. Engages in complex legal practices and procedures throughout all court and agencies in the assigned jurisdiction. Highly effective and professional written and verbal communication skills. Highly collaborative, capable to work with staff and other attorneys on-site and remotely, as well as serving as a role model and mentor to other associates within the office. Significant negotiation skills. Ability to process information efficiently and effectively. Excellent analytical and legal skills. Resourceful, creative problem solver. Computer savvy with a solid understanding of basic software and use of same. Capable of adapting to changes in the law and changes to technology in the law and court systems (e.g. electronic filings, etc.) Strong time management and organization skills. Decision making ability to set work priorities and make recommendations. Ability to initiate, prioritize and coordinate complex projects and cases. Leadership skills used in direct and/or indirect influencing such as motivating, problem solving, business strengthening and development with colleagues, clients and claims partners. Stays in sync with the private practice of law policy and the ethical rules of the state where the position is located. Must also acknowledge and follow all corporate and NTD policies and procedures.Other criteria, including leadership skills, competencies and experiences may take precedence.Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.**Values:** Regularly and consistently demonstrates the Nationwide values.**Job Conditions:****Overtime Eligibility:** Not Eligible (Exempt)**Working Conditions:** Generally, a normal office environment, but depending on the needs of the office the position may be staffed working from home. Frequent travel. Occasional overnight travel. Extended hours are often necessary to meet the demands of the profession. Must have a valid driver's license with satisfactory driving record in accordance with Nationwide standards.**ADA:** The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.**Credit/Background Check:** Due to the fiduciary accountabilities of this job, a valid credit check and/or background which will be required as part of the selection process.**Benefits**We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, .Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords #J-18808-Ljbffr
    $94k-123k yearly est. 5d ago
  • Fraud Investigator II

    Salal Credit Union 4.0company rating

    Seattle, WA jobs

    Join a team that protects what matters. Salal Credit Union is seeking a Fraud Investigator II to play a vital role in safeguarding our members and organization from financial crime. In this impactful position, you'll dive deep into fraud investigations, uncover suspicious activity, and help shape stronger policies and controls to reduce risk. If you're passionate about protecting people, solving complex problems, and making a real difference, we'd love to have you on our Fraud team. This is a remote position, offering flexibility to work from home. However, preference will be given to candidates located in the Seattle area. The ideal person for this role will bring: * 3+ years of experience in banking. * 2+ years in fraud, loss mitigation, or financial crimes. * Experience using Verafin and/or Symitar is desired. * Understanding of various fraud typologies, compliance and regulations. * Strong analytical thinking and investigative skills The key responsibilities for this position: * Evaluate fraud alerts and conduct thorough reviews of transactional data and activity patterns to detect and mitigate potential fraudulent or suspicious activity. * Accurately document fraud cases in the case management system to support trend analysis, link analysis, and potential law enforcement referrals. * Actively investigate high-risk fraud scenarios, including coordinated fraud attempts and fraud rings, using advanced tools and investigative techniques. * Work directly with members and internal teams to identify, investigate, and resolve unauthorized activity across various financial channels. * Assist in developing and delivering training and educational materials to employees and members on recognizing and responding to financial crimes. * Provide guidance, coaching, and support to other fraud staff to build investigative skills and ensure consistency in case handling. Compensation and Benefits offered: * Competitive base salary of $29.37 - $41.12 per hour depending on experience. This range reflects the entire salary range for the position. The typical starting offer will fall between $33.50 - $36.40 per hour depending on a candidate's experience. * This position qualifies for the employee tier of our profit-sharing bonus program with annual payouts totaling 0-8% of annual salary depending on company performance. * Comprehensive healthcare benefits including health, dental, and vision insurance. * Generous paid time off policies include vacation, sick, and personal holidays in addition to paid holidays in accordance with the Federal Reserve calendar. * Tuition reimbursement. * 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment. * Charitable contribution matching. * Monthly transportation subsidy for employees that qualify. * Additional voluntary benefits. Expanded details about our benefit offerings can be found at the following link: ************************************************ Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. ABOUT SALAL CREDIT UNION Salal was founded in Seattle in 1948 as a not-for-profit financial institution to exclusively serve Group Health employees. When our charter opened in 2003, our services expanded to allow anyone who lives and works in Washington State to become a member. We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. To request reasonable accommodation in order to complete your application or need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify.
    $29.4-41.1 hourly Easy Apply 48d ago
  • Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)

    Capital One 4.7company rating

    McLean, VA jobs

    * Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
    $103k-127k yearly est. 4d ago
  • Business Insurance Agent - Intermediate

    USAA 4.7company rating

    Sacramento, CA jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Insurance Agent - Intermediate, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-member's unique risk profile. You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for member's business. On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers. USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time). This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position. What you'll do: Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings. Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions. Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation. Classifies member's and/or non-members business and provide accurate risk management and risk mitigation solutions. Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members' and nonmembers' risk profile to provide consultative advice and appropriately address and mitigate the risk. Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues. Utilizes Intermediate knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings. Leverages intermediate knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination). Leverages intermediate understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values. Provides select account service for member's and nonmember's including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 1 year of insurance sales and service experience and/or experience working in a high value, commercial insurance agency or broker setting. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. What sets you apart: 2 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing) 2 or more years working experience quoting and binding directly with the insured. Experience with Agency Management Systems and/or Salesforce. Experience working in a Commercial Lines multiple carrier environment. Experience writing Commercial lines in multiple states. Experience working in a call center environment. Active P&C General Lines License for home state. Compensation range: The salary range for this position is: $43,680.00 - $76,610.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage. USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $43.7k-76.6k yearly Auto-Apply 3d ago
  • 2027 Investment Associate Internship

    Dodge & Cox 4.9company rating

    San Francisco, CA jobs

    Undergraduate students matriculating between December 2027 and June 2028 are eligible to apply. Role of the Summer Investment Associate The Summer Associate program is a ten-week internship opportunity for rising seniors. Like Dodge & Cox's full-time Research Associates, Summer Associates work directly alongside one of our investment professionals in an apprenticeship role. Organized on an industry basis, teams evaluate investments in companies located around the world. Over the course of the internship, Summer RAs rotate between industry teams to evaluate current and potential investment opportunities. Primary responsibilities include: Collecting and analyzing financial and industry data and metrics. Building and maintaining financial models and databases. Attending meetings with senior management teams and sell-side analysts. Participating in weekly training sessions. Dodge & Cox's well-established reputation often leads companies to seek us out as investors. We routinely host Fortune Global 500 executives at our offices in San Francisco. Qualifications The Summer Investment program targets candidates with exceptional levels of academic achievement from various disciplines. Candidates should have: An excellent academic record and strong standardized test scores. Coursework in accounting and economics, statistics is a plus. Strong quantitative and analytical skills, including experience with Excel, PowerPoint, and Word. Initiative and ability to manage multiple projects simultaneously. Excellent communication skills and desire to work in a team-oriented environment. Demonstrated interest in financial markets and investing. Requirements Dodge & Cox has a 4:1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday. The monthly compensation for this position is $10,000. Dodge & Cox provides a relocation package or optional housing for all summer interns. The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $10k monthly Auto-Apply 22d ago

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