Team Leader jobs at Fidelity Investments - 2262 jobs

Team Lead Physician Billing
L.E. Cox Medical Centers 4.4
Springfield, MO jobs
:The CMG Financial Services Team Lead serves as the liaison between the CMG Financial Services Department supervisor and staff. The Financial Services Team Lead will assist with education, training and coverage in various areas, ensuring that all team members are following departmental policies, goals, and workflows. The CMG Financial Services Team Lead will communicate with coders, insurance specialists, audit and compliance, and various other departments regarding billing and financial information. Education: ▪ Required: High School Diploma or Equivalent Experience: ▪ Required: 1 year of customer service or financial services experience ▪ Preferred: 2 years of experience in customer service, financial services, leadership, or administrative support Skills: ▪ Excellent verbal and written communication skills ▪ Able to work independently and collaboratively in teams ▪ Proficient Computer skills ▪ Medical Terminology and Insurance Claim/AR Follow-up Licensure/Certification/Registration: ▪ N/A
$35k-61k yearly est. 50d ago

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US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA jobs
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr
$80k-132k yearly est. 4d ago
Senior Alt Investments & RIA Channel Lead - Remote
T. Rowe Price 4.5
San Francisco, CA jobs
A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr
$118k-153k yearly est. 4d ago
Senior InfoSec GRC Leader - Regulated Finance
P2P 3.2
San Francisco, CA jobs
A leading financial technology company is seeking a seasoned professional for an Information Security Management role. You will be a key regulatory contact and will lead risk assessments and compliance efforts while engaging with financial regulators. The ideal candidate will have over 10 years of experience in information security and a background in financial services or banking. Generous compensation and benefits are offered, with a salary range of $196,000 - $245,000 USD. #J-18808-Ljbffr
$196k-245k yearly 3d ago
Senior Retail Property Underwriting Leader
American International Group 4.5
San Francisco, CA jobs
A global insurance leader is looking for a Senior Underwriting Specialist in San Francisco. This role involves managing underwriting processes, mentoring colleagues, and developing relationships with brokers to drive growth. Candidates should have proven experience in Retail Property underwriting and strong communication skills. The position offers a competitive salary range of $167,000 - $209,000, along with a bonus eligibility and a comprehensive benefits package. #J-18808-Ljbffr
$167k-209k yearly 1d ago
Senior Retail Property Underwriting Leader
American International Group 4.5
San Francisco, CA jobs
A global insurance leader is seeking a Senior Underwriting Specialist in San Francisco, CA. This pivotal role emphasizes team leadership, driving business growth, and managing underwriting processes. Candidates should have proven underwriting experience, strong people management skills, and the ability to analyze financial statements. The position offers a base salary range of $167,000 - $209,000, along with a comprehensive benefits package. Join a culture committed to inclusion and professional development. #J-18808-Ljbffr
$167k-209k yearly 5d ago
Senior CSM: Enterprise Procurement & Adoption Leader
Zip 4.7
San Francisco, CA jobs
A leading procurement platform provider in San Francisco is seeking a Senior Customer Success Manager to oversee a growing enterprise customer base across various industries. The role focuses on driving value through product adoption and customer engagement. Key qualifications include 8+ years in customer-facing roles and expertise in procurement technologies. This position offers a competitive salary range of $130,000 - $160,000 OTE and excellent perks including health coverage and flexible PTO. #J-18808-Ljbffr
$130k-160k yearly 5d ago
Senior Capital Markets & Credit Analytics Lead
Goodleap, LLC 4.6
San Francisco, CA jobs
A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth. #J-18808-Ljbffr
$105k-140k yearly 5d ago
Senior Private Tax Strategy Leader
Price Waterhouse Coopers 4.5
Melville, NY jobs
A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr
$112k-151k yearly est. 4d ago
Senior Real Estate Debt Investment Lead
Kayne Anderson 3.0
Boca Raton, FL jobs
A leading real estate investment firm in Boca Raton is seeking a Vice President / Director / Managing Director to lead debt investment strategies. The candidate will have 7+ years of experience in real estate debt investing, demonstrating strong analytical and negotiation skills. Key responsibilities include sourcing loans, managing transactions, and overseeing portfolio performance. The role offers comprehensive benefits, including health insurance and a competitive 401(k) plan, fostering an empowering work environment. #J-18808-Ljbffr
$84k-128k yearly est. 1d ago
Senior Wealth Relationship Lead
Citigroup Inc. 4.6
New York, NY jobs
A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans. #J-18808-Ljbffr
$140k-191k yearly est. 3d ago
Senior IC: Payments & Risk Platform Design Lead
Gusto 4.5
San Francisco, CA jobs
A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr
$134k-194k yearly est. 5d ago
Senior Tax Credits Solutions Lead for SMB Growth
Gusto 4.5
San Francisco, CA jobs
A leading financial services company in Seattle is seeking a Tax Credits Operations expert. This role focuses on resolving customer inquiries regarding tax credits, educating small businesses, and improving processes. Ideal candidates have at least 2 years of customer-facing experience in technology or financial services. A detail-oriented, proactive problem solver is essential. The company offers competitive compensation and a collaborative workplace environment. #J-18808-Ljbffr
$134k-194k yearly est. 1d ago
Senior Tax Credits Solutions Lead for SMB Growth
Gusto 4.5
Seattle, WA jobs
A leading financial services company in Seattle is seeking a Tax Credits Operations expert. This role focuses on resolving customer inquiries regarding tax credits, educating small businesses, and improving processes. Ideal candidates have at least 2 years of customer-facing experience in technology or financial services. A detail-oriented, proactive problem solver is essential. The company offers competitive compensation and a collaborative workplace environment. #J-18808-Ljbffr
$121k-182k yearly est. 1d ago
Senior IC: Payments & Risk Platform Design Lead
Gusto 4.5
Seattle, WA jobs
A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr
$121k-182k yearly est. 5d ago
Senior Tax Credits Solutions Lead for SMB Growth
Gusto 4.5
Los Angeles, CA jobs
A leading financial services company in Seattle is seeking a Tax Credits Operations expert. This role focuses on resolving customer inquiries regarding tax credits, educating small businesses, and improving processes. Ideal candidates have at least 2 years of customer-facing experience in technology or financial services. A detail-oriented, proactive problem solver is essential. The company offers competitive compensation and a collaborative workplace environment. #J-18808-Ljbffr
$122k-179k yearly est. 1d ago
Senior IC: Payments & Risk Platform Design Lead
Gusto 4.5
Los Angeles, CA jobs
A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr
$122k-179k yearly est. 5d ago
Senior IC: Payments & Risk Platform Design Lead
Gusto 4.5
New York, NY jobs
A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr
$108k-159k yearly est. 5d ago
Senior IC: Payments & Risk Platform Design Lead
Gusto 4.5
Denver, CO jobs
A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr
$84k-132k yearly est. 5d ago
Senior Tax Credits Solutions Lead for SMB Growth
Gusto 4.5
Denver, CO jobs
A leading financial services company in Seattle is seeking a Tax Credits Operations expert. This role focuses on resolving customer inquiries regarding tax credits, educating small businesses, and improving processes. Ideal candidates have at least 2 years of customer-facing experience in technology or financial services. A detail-oriented, proactive problem solver is essential. The company offers competitive compensation and a collaborative workplace environment. #J-18808-Ljbffr
$84k-132k yearly est. 1d ago