Reports to VP, Trade Operations
Objective: Scale and Optimize performance for key accounts.
Responsibilities:
Manage Trade Channels (TC) performance toward the goals by implementing changes to bids, intent testing, filtering and traffic routing
Work with Account Executives to understand Trade Partner goals and requirements for Advertisers and Publishers
Exclusively manage specific key Advertiser and/or Publisher channels
Identify best combinations of advertiser campaigns and publishers for Trade Channels
Create trade strategy (model) based on a combination of their and our objectives
Closely Monitor each TC and campaign carefully to make sure they are performing within the model and optimizing toward the goal
Manage Trade Analysts to gather deeper performance data to improve performance
Mitigate any sudden adverse changes in performance such as spikes and drops
Test strategies with new trade channels based on new publishers.
Identify scaling opportunity with well performing trade channels
Manage correct classification for publishers and their sub channels.
Monitor and provide feedback on sub channel performance to AE or directly.
Manage API performance with bid strategy, sub channel micro-bidding.
Provide recommendations for Advertisers and Publishers so that they can improve performance and/or Scale via AE, or directly as needed
Benefits:
Commission of 5% of GP or 1% off Revenue
Opportunity for mobility /advancement
Vested Equity Shares$119k-217k yearly est.60d+ ago
Investment Solutions Representative - Greater San Francisco, CA Area
As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. Fidelity Investments is a privately held company with a mission We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater San Francisco, CA Metro area!$61k-71.5k yearly7h ago
Remote Financial Service Representative
️ REMOTE Opportunity - Work from Home or Anywhere with WiFi
️ FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out
️ NO EXPERIENCE REQUIRED - full training and mentorship provided
(*Preferred Experience/Qualities include customer service, management, retail, restaurant, etc.)
As a Financial Planning Consultant, you will have the fulfilling opportunity to spread financial literacy to all walks of life. We strive to take an educative approach while helping our clients plan for and reach their short, mid, and long-term financial goals. This includes retirement planning, college planning, investments, insurances, etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures, by equipping them with modern-day financial education.
THE IDEAL CANDIDATE:
️ Values Freedom and Flexibility
️ Excels at Working Independently and in a Team Environment
️ Ambitious and Motivated
️ Entrepreneurial-Minded
️ Self-Starter and Good at Follow-Through
️ Has a personal interest in Personal Finance (even with little to no experience)
️ Sports/Club/Team Background, Sales, and Teaching Experience is always a plus
We are looking for a talented and success motivated individual ready to become educated in the high income financial services industry. Do you have interest in learning how money works, strategies familiar to the wealthy, and actually building an asset with your time?
We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Symetra, Transamerica, Pacific Life and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educative approach we provide to our clients. So in the end, they are able to make better financial decisions for their family.
ARE YOU:
ethical, intentional, accountable, confident and driven to invest in your future?
teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ?
open and have desire to become licensed to help individuals, families, and businesses with practical and tactical, resilient strategies?
MULTIPLE METHODS OF COMPENSATION in Financial Services unlike traditional 9-5 jobs:
commission income with no ceiling
agency override income
residual income
passive income
bonuses, paid world travel, and more
BASE QUALIFICATIONS:
Minimum 18 years of age
Legal U.S. Resident, Citizen or Work Permit with SSN
Able to pass a Background Screening
Able to complete licensing requirements within 30 days
Accountable with high level of integrity (critical in this regulated and customer based industry)
ENVIRONMENT:
Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short, mid, and long term financial goals. Outside of teaching our consultants necessary financial concepts, we also train on leadership skills, business skills, marketing, social media/branding, communication, and more! Training and flexible work hours can weave into your existing schedule as a Part-Time or Full-Time 1099 positions. NO prior certification, experience, or education necessary.$33k-48k yearly est.15d ago
Investment Banker - Vice President
Origination & Advisory is seeking to hire strong Investment Banker across key Investment Banking Coverage & Advisory sectors. You will also need to have a strong foundation in corporate finance and accounting, an understanding of core Deutsche Bank products and a proven ability to communicate confidently, constructively, and effectively with internal and external clients and/or partners.$159k-318k yearly est.10d ago
These key elements define Primerica culture. Another key aspect of this financial services position is to identify member needs and suitability to recommend appropriate solutions. Additionally, the Financial Services Representative - Life Insurance Agent, will assist clients with their financial transactions and upkeep of their information regarding their insurance needs.$30k-55k yearly est.11h ago
Financial Services Representative State Farm Agent Team Member (Life Insurance Focus)
Job DescriptionPosition Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities * Use a customer-focused, needs-based review process to educate customers about insurance options. * Work with the agent to establish and meet marketing goals. As an Agent Team Member, you will receive... * Group Life Insurance Benefits * 401K * Hourly pay plus commission/bonus * Paid time off (vacation and personal/sick days) Requirements * Successful track record of meeting sales goals/quotas preferred * Self-motivated * Proactive in problem solving * Ability to make presentations to potential customers * Experience in marketing * Ability to assess customer needs and conduct effective interviews * Knowledge of financial services products * Knowledge of life products * Life and Health license (must have currently) * Position may require irregular working hours If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm. Flexible work from home options available.$28k-51k yearly est.2d ago
Finance Associate
Established in 1946, with headquarters in Arlington, Virginia, AIR is a nonpartisan, not-for-profit institution that conducts behavioral and social science research and delivers technical assistance to solve some of the most urgent challenges in the U.S. and around the world. AIR's Contracts & Finance Operations team is currently looking for a Finance Associate to join its innovative team.$68k-75k yearly60d+ ago
Financial Representative
Fidelity Investments is a privately held company with a mission$29k-46k yearly est.1d ago
Associate Financial Planning & Analysis (FP&A)
Description: e-TeleQuote Insurance is a mission-driven insurance agency focused on helping Medicare beneficiaries select the right plan for their diverse needs from a portfolio of products offered by top brand-name carriers. We are looking for an Associate to join our FP&A and Strategy team.$62k-82k yearly est.3d ago
Financial Audit Associate II - Cleared/Remote - Washington, D.C.
Position Overview: As a member of a contractor team, candidates will support financial audit and audit remediation support to a federal government agency. Requirements * Bachelor's degree in Accounting or completed required Accounting coursework for CPA exam eligibility (Financial Audit). Ability to travel across US and potentially global locations. Security Clearance: * US Citizenship. * Strong technical accounting skills with proficiency in US GAAP and Federal Accounting standards.$38k-58k yearly est.16d ago
Remote Financial Services Rep
NO SALES EXPERIENCE NECESSARY!Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance across all 50 states & Canada with the largest sales force in North America.This sales opportunity can be fully remote.$25k-32k yearly est.2d ago
Finance Associate
Bechtel is a premier global engineering, construction, and project management company with over 30,000 employees worldwide and 2021 revenue of around $18 billion. * Work Location: Reston, VA Bechtel is one of the most respected global engineering, construction, and project management companies. Within a team environment, the Associate works on a range of assignments in support of project development, Bechtel equity investments, project financing, M&A and other commercial activities. Bechtel Financing Services was integrated into a new entity, Bechtel Enterprises, in 1985 and expanded its remit to include project financing for private infrastructure projects. Bechtel formed its financing services group in 1969 largely in response to the need to provide financing in support of many of Bechtel's international projects. Since 1898, Bechtel has completed more than 25,000 projects in 160 countries in power, energy, civil infrastructure, and mining & metals. Bechtel Enterprises is the project development, investment, and financing arm of Bechtel. Today, the Financing Services group in Bechtel Enterprises is responsible for providing financing support to Bechtel's Global Business Units and for leading financing activities on Bechtel Enterprises' development projects. * Eagerness to help Bechtel identify and seize new business opportunities. Bechtel Enterprises is currently comprised of approximately 50 professionals with headquarters in Reston, Virginia and offices in Sydney, Perth, Singapore, London, Houston, New York and Washington, D.C. Additionally, Financing Services provides financial analysis and M&A support to Bechtel. We have developed or co-developed over 70 projects ($46 billion in project costs) and have helped arrange over $54 billion in financing for Bechtel projects.$43k-62k yearly est.23d ago
Finance Associate (m/f/x)
For our Finance team, we are looking for a young talent that is eager to learn and support us as our Finance Associate (m/f/x).$42k-75k yearly est.22d ago
OCED Senior Level Clean Energy SME
Management Solutions is a national award-winning management consulting firm that specializes in project execution, strategic consulting and change management.$77k-121k yearly est.60d+ ago
Director, Specialty Business Banker II - Escrow (Southeastern Region)
Director, Specialty Business Banker II - Escrow (Southeastern Region) The Specialty Business Banker II is a senior member of a team responsible for building relationships with businesses both regionally and nationally that are a strong potential fit for our Escrow product. Capital One's Escrow Express simplifies time-consuming tasks, provides robust reporting capabilities and ensures financial transparency when it counts the most. Center 2 (19050), United States of America, McLean, Virginia Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Summary: Capital One's Escrow Express is a rapidly evolving, high profile space that has an enormous opportunity to transform the client experience by digitizing processes.$61k-88k yearly est.Easy Apply21d ago
Remote Financial Service Representative
About our Company:
We are a leading financial services company that provides individuals and families with the guidance and advice they need to manage their wealth and build a sustainable financial future. With our team of experienced professionals, we provide comprehensive services that allow our clients to make informed decisions about their financial future. We strive to ensure that our clients experience the highest level of service and satisfaction.
Job Description:
The Financial Service Representative will provide comprehensive financial services to individuals and families. This role involves providing guidance and advice on various financial matters such as investments, retirement planning, estate planning, and more. The ideal candidate will be a self-starter with strong customer service skills and a motivation to succeed.
The Successful Applicant:
The successful applicant for the Financial Service Representative position at our firm will have excellent communication and customer service skills. They will be good at problem solving, can prioritize tasks, and be willing to take on challenges. They will also have the ability to work independently and be comfortable working in a team environment. The successful applicant must be motivated, goal-oriented, and ambitious. No experience is necessary; we will train the successful applicant.
Job Types: Remote, Full-time & Part-time
Benefits:
Financial planning services
Flexible schedule
Work from home
Opportunities for advancement
Referral program
Schedule:
Flexible, Monday to Friday with weekend availability$28k-42k yearly est.15d ago
Ashoka - Operations and Finance Associate
Entrepreneur-to-Entrepreneur, E-2 is a network of high impact entrepreneurs partnering with Ashoka to achieve systems change. Maintain and curate GPT Operations & Finance page in Ashoka confluence. The Operations and Finance Associate will work closely with the Operations Manager and E-2 team to support the development of the network through event logistics, budgeting, and strategic planning. Personable and interacts well with co-workers, partners and the entire Ashoka community . The GPT Finance and Operations Associate will provide support and assistance to Ashoka's Global Partnership Team members for all the aspects of Operations & Finance closely working with GPT Director of Operations & Finance. This Finance and Operations Associate role will work across the Entrepreneur-to-Entrepreneur, E-2 and Global Partnerships Team (GPT) at Ashoka. Manage the GPT performance cycle in coordination with the Ashoka performance cycle, including design, visualization, and review of GPT Objectives & Key Results (OKRs); design and review of individual GPT roles; and internal communication of results via a GPT Highlights deck. The Operations & Finance Associate will possess exceptional organization, communication, and financial skills as well as creativity, passion and demonstrated commitment to positive social change and social entrepreneurship. Coordinate inputs for Ashoka board meetings.$44k-57k yearly est.20d ago
Financial Services Representative (Hybrid/Remote)
Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.
Job Responsibility
* Interviews patients to obtain necessary financial and insurance information.
* Verifies patients insurance and collects additional insurance such as No Fault and Workers Compensation.
* Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator.
* Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
* Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.
* Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts.
* Follows up on scheduled payments via mail and telephone.
* Processes applications for Section 1011, where applicable.
* Maintains daily work log of payments collected.
* Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
* High School Diploma or equivalent required.
* 1-3 years of relevant experience, required.
* Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).$55k-84k yearly est.4d ago
Financial Audit Associate - Public Sector, Civilian
* Delivers a full range of services that uses their educational background, experience, and organizational skills while serving BDO's dynamic public sector client base$59k-78k yearly est.60d ago
Remote - Financial Associate - (20044205)
About Us:
The Ohio Department of Job and Family Services (ODJFS) is a $3.5 billion agency with approximately 2,500 employees. ODJFS develops and supervises the state's public assistance, workforce development, unemployment insurance, child and adult protective services, adoption, childcare, and child support programs. ODJFS' mission is to improve the well-being of Ohio's workforce and families by promoting economic self-sufficiency and ensuring the safety of Ohio's most vulnerable citizens.
At ODJFS we offer our employees a rewarding work experience in public service helping Ohioans achieve a sustainable lifestyle, a flexible work/life balance to achieve personal and professional goals and a complete benefit package.
* Low-cost health care benefits with FREE dental and vision
* Guaranteed 11 paid holidays each year
* Generous employer paid OPERS contributions
* Employee tuition reimbursement programs
* Wellness incentives for healthcare participants
* And much more!
To learn more about ODJFS, please visit our website at www.jfs.ohio.gov, find us on LinkedIn and follow us on Facebook.
Office of Families and Children
This position is held within the Office of Families and Children (OFC). The OFC oversees Ohio's adoption, foster care, child protective services, and adult protective services programs. Learn more about the office by visiting the Job and Family Services - Office of Families and Children website.
What You'll Do
Under immediate supervision, prepares, compiles, and verifies statistical, financial, accounting, or auditing data, reports, and tables related to accounts payable and accounts receivable: supports all Office of Families and Children (OFC) Fiscal Operations staff with functions related to accounts payable and accounts receivable; supports review of invoices and invoice processing, requisitions and requisition processing, agreements and agreement processing (e.g., enters data into systems and databases; tracks and records data into spreadsheets; runs reports needed to create agreements; reviews for accuracy; completes and prints encumbrance reports); prints weekly speed charts and budget reports in addition to any other financial reports or spreadsheets as requested by OFC Fiscal staff; supports all annual state fiscal year closing and new state fiscal year processing work; enters financial transactions and submits for approval; receives and records invoices and supporting documentation; verifies accuracy of data on spreadsheets and documents and revises errors or communicates to other staff/supervisors; maintains tracking of financial records; completes and maintains all physical and/or electronic filing systems for office; performs calculations and produces documents using 10-key calculators and personal computer; monitors and responds to inquiries submitted through program email boxes; serves as back-up to preparation of Federal Funding Accountability and Transparency Act (FFATA) Report; gathers supporting documentation for audit purposes.
Maintains OFC mailboxes (e.g., Digital mail, Title XX mailbox) by responding to all Title XX requests and inquiries; reviews information in the Title XX database for accuracy and completion; maintains Title XX contact list as well as tracking documents; escalates information to supervisor if needed; mails out correspondence to all Title XX clients as well as other correspondence as requested by supervisor.
Performs other related duties as assigned (e.g., performs general office duties; travels to attend trainings and meetings; participates in staff meetings; operates personal computer to produce correspondence, reports, and other documents; maintains logs, records, and files).
The following are the minimum qualifications for this position. For further consideration, applicants must clearly identify how qualifications are met within the education and/or experience sections of the applications.
The ideal candidate, at minimum, must have the following:
* Completion of associate core program in business administration, accounting, finance or related field.
* Or
* Completion of high school technical program in accounting;
* And 6 mos. exp. or 6 mos. trg. in accounting or finance to include a basic level of experience in spreadsheet software.
* Or
* 18 mos. exp. or 18 mos. trg. in accounting &/or finance to include a basic level of experience in spreadsheet software.
* Or
* Equivalent of Minimum Class Qualifications for Employment noted above.$34k-64k yearly est.2d ago
Average Salary For an Equity Trader
Based on recent jobs postings on Zippia, the average salary in the U.S. for an Equity Trader is $101,759 per year or $49 per hour.
The highest paying Equity Trader jobs have a salary over $169,000 per year while the lowest paying Equity Trader jobs pay $61,000 per year
A Financial Advisor specializes in sharing their expertise with an individual or company on how to handle and boost finances. The responsibilities of a Financial Advisor include creating and proposing a strategy to attain financial gains through profits and investments, educating the client about new methods and opportunities, monitor and evaluate progress, and as well as plan policies according to the clients' life changes. Furthermore, it is also the duty of the Financial Advisor to research new investments that would be of great help to the client's assets.
A finance analyst is responsible for evaluating a company's financial data and historical reports to assess investment opportunities and provide accurate financial statements in support of business strategies and company performance prediction. A financial analyst's duties also include suggesting recommendations to boost operations efficiency and grow revenues, researching the current market performance and economic trends to adjust budget goals as needed, and managing client portfolios. Finance analysts must have excellent critical and analytical thinking skills to identify the best actions for the company's profitability.
Consultants are individuals who were tapped by a company or an organization to work on a specific activity, depending on their field of expertise. They act as guides for the organization in undertaking projects that are related to their field. Consultants would usually assist organizations in planning, often giving advice when the need arises. They would, at times, take the lead in activities that involve data gathering and interpretation of data gathering results so that they can provide solid recommendations on actions that the organization may undertake. They may also guide the organization in implementing any changes brought about by their consultancy and in evaluating the effectiveness of the changes.
Analysts are employees or individual contributors with a vast experience in a particular field that help the organization address challenges. They help the organization improve processes, policies, and other operations protocol by studying the current processes in place and determining the effectiveness of those processes. They also research industry trends and data to make sound inferences and recommendations on what the company should do to improve their numbers. Analysts recommend business solutions and often help the organization roll out these solutions. They ensure that the proposed action plans are effective and produce the desired results.
Brokers can either be a firm or an individual acting as an intermediary between a securities exchange and an investor. They often provide services to individual investors and traders who cannot engage directly with security exchanges, which only accept orders from their members. They provide investors and traders with an investment plan, market intelligence, and research. They may cross-sell some financial services and products offered by their brokerage firms. They are also typically classified as discount or full-service brokers.