Fisher Investments jobs in Gresham, OR - 35305 jobs

Your Opportunity: Assistant Store Manager InstaLoan St. Augustine, FL As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step. What We Offer: Compensation The hourly wage for the position is $ per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a key holder program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum one year's experience in customer service, sales, or retail. At least 3 months of supervisory, key holder, or relevant leadership experience Excellent verbal and written communication skills. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Management experience in retail, convenience store, grocery, finance, service, or related industries. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). What You'll Do - Essential Duties and Responsibilities: Maximize customer success by offering financial services that fit their needs. Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products. Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty. Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts. Maintain customer information in the point of sale (POS) system with accuracy and integrity. Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer. Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance. Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.** **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.

The Role The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for: Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies. Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks. The Expertise and Skills You Bring Bachelor's degree or equivalent experience in Finance or Accounting 3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred Familiarity with tax research techniques Broad knowledge of accounting and tax principles Ability to embrace and adapt to a constantly evolving regulatory and technology environment Ability to work in a collaborative environment Comfortable in a fast paced, deadline-oriented environment Interpersonal and time management skills Flexibility to work overtime (as needed) to fulfill the job requirements Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus Experience with accounting platforms InvestOne, Geneva, and Yardi a plus The Team The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. #Fidelityalts #FFIOALTS Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: The Revenue Manager is responsible for identifying and maximizing all potential revenue opportunities for the hotel. In today's lodging environment, understanding channel and yield management is critical for maximizing revenues. The Revenue Manager is responsible for formulating long and short-term Revenue Management strategies and for overseeing their successful execution towards the advancement of RevPAR market share. This includes the analysis of revenue potential generated by the transient and group market segments as well as the market segmentation within transient and group. One will combine this with catering and space utilization as well as other revenue considerations (i.e.: golf, spa, etc.) in order to determine the appropriate mix of business to achieve revenue potentials every day of every year. Responsibilities: Establish hotel pricing levels in all segments. Responsible for the daily room inventory management process and daily pricing process. Monitor competitor rates, positioning, strategies and data; maintain understanding of the dynamics of the local market and demand generators and present appropriate action plans to management. Monitor and communicate fluctuations in occupancy to operational departments so they can effectively manage staffing requirements and increase efficiency. Analyze local events and activities and project the effect of opportunities they create. Understand the macro and micro-economic variables affecting supply and demand in the local marketplace, and use this knowledge to create accurate operational and financial room revenue forecasts. Perform unconstrained demand analysis to determine optimal business mix. Responsible for all short and long term forecasts including Weekly Forecasts, 30 60 90 Forecasts, In the month forecasts, and Full year forecasts. Oversee process for evaluating all opportunities for contracted business (group, wholesale, corporate negotiated, etc.) presented through the Sales department. Ensure that process enables high speed of response while maximizing profits. Responsible for the maintenance of any software programs which contribute to the management of rooms revenue, including the CRS, RMS, PMS and Sales & Catering system. Monitor RevPAR index on STR report and provide critical analysis of performance on weekly and monthly basis. Prepare annual Rooms revenue budget. Chair weekly Revenue Strategy meetings in order to formulate and disseminate strategies and tactics. Ensure that prior decisions are re-visited in this forum in order to evaluate their effectiveness and promote learning. Prepare and present quarterly presentations to ownership. Ensure all distribution channels have correct content and pricing. Develop and maintain a close relationship with the market manager of Third Party Intermediaries to maximize the opportunities with these channels. Develop and maintain relationships with other market revenue managers and Directors of Revenue to create a network of peers in your community Coordinate survey activities involving marketing and service opportunities to further enhance revenue potential. Actively develop all subordinates, ensuring that they have opportunities to grow their Revenue Management and leadership skill base through personal attention, internal/external training and participation in industry events. Responsible for Internet Marketing such as pay per click campaigns, e-mail blasts, GDS advertising, etc. Establish and communicate sales strategy for day, week, month and rolling 12 months. Communicate any strategy changes or update any calendars for the sales team to use. Analyze prior night successes: Did the hotel sell out? Were the right decisions made for overselling? Address the opportunities in Highgate Hotel Business Review (HHBR) morning meeting. Place test calls to Central Reservation Office (CRO) and property to ensure accuracy of rate quoting, restrictions and selling approach. Manage and communicate group cut off dates. Run a group rooms control log (GRC) as well as pick up report from Property Management System (PMS) for 90 days. Verify pick up to actual block, cut off date, and whether or not you should extend, etc. Update the Daily Market Segment Analysis (DMSA). Ensure accuracy from the daily Flash Report. Review actual performance versus Potential performance. Complete all required month end reports with detailed analysis. If necessary, complete action plans for the property to follow to create additional production/revenue. Review Hotelligence reports for trends, booking windows and sources of business as well as rates compared to competition. Qualifications: At least 2 years experience in the Revenue Management field as manager or senior analyst Bachelor's degree or equivalent in Hotel or Hospitality Management or closely related field In-Depth knowledge of all industry reports such as STR, Hotelligence, Market Vision, etc. Proficient in Microsoft Excel, Word, Power Point Opera/Synxis systems- ideal Ability to work quickly in a high-pressure & high stress environment Ability to communicate clearly both verbally and in writing Excellent time management skills Exceptional with details and follow up Flexible and long hours sometimes required. Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Participate in M.O.D. coverage as required. Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which include wearing nametags. Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. Must be able to maintain confidentiality of information. Perform other duties as requested by management

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 This position will be responsible for leading the workforce management functions within USAA Bank Contact Centers. Responsibilities of lead team include creation of base schedules for all new hire contact center service representatives, schedule alignment to demand pattern, short term and long-term recommendations to improve alignment, annual and ongoing PTO process, scheduling of all off phone activities, maintenance of NICE WFM, relationship with and auditing of 3rd party supplier WFM team, documentation and communication of WFM processes. The incumbent will be working with Call Routing Technology, Nice WFM, Genesys Decisions. As a dedicated Director, Workload Planning and Forecasting, you will be responsible for providing thoughtful leadership and people leadership to the team(s) supporting operational workforce planning and forecasting. This position will establish effective relationships with internal and external partners to ensure processes, procedures and systems provide accurate and reliable workforce management for USAA operational environments. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA and Tampa, FL. Relocation assistance is not available for this position. What you'll do: Responsible for maintenance of process taxonomy inventory and appropriate effective execution of documented controls. Leverages relationships with internal and external business partners to proactively identify and provide consultation on operational performance opportunities related to scheduling, forecasting and capacity planning, and real-time monitoring. Directs the planning and implementation of integrated resource planning processes for a specified company or staff agency. Provide relevant insights into drivers of operations performance variance. Responsible for Executive level summaries and insights on contact center performance and both short and long-term staffing positions. Acts in a consultative and advisory capacity to executive management on strategic and tactical workload and resource planning design and implementation. Oversees statistical analysis to validate effectiveness and efficiency of plans, strategies, and decisions, in support of integrated workload modeling. Oversees gathering of quantitative and qualitative data; Approves data collection guidelines and methodologies. Serves as a stakeholder/sponsor to improve data quality & availability provided by data partners. Maintains an understanding of company business operations and goals and provides information on how workload strategies impact performance goals. Drives standardization in and oversees the building of analytical products that are scalable and flexible. Identifies, provides oversight, and performs forecasting analysis/data mining on special business topics (Marketing ROI and optimization, fulfillment process/productivity improvements, demand forecasting, customer segmentation, etc.) and partners with internal and external areas (Finance, CoSAs, HR, etc.). Reviews and assesses department, business, and strategic supplier processes and procedures ensuring efficient workload management to support enterprise objectives. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Takes initiative to understand business drivers of supported LOB (e.g. high-level understanding of products and services and contribution of workforce to LOB goals). Manages business and executive level escalations, including reporting to senior-level leadership as appropriate. Works with Finance partners to align business strategies with financial impacts and incorporate them into the financial planning cycles. 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: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of progressive experience in a workforce management function performing demand and/or supply forecasting, scheduling, capacity management, reporting and/or real-time resource management. 3 years of direct team lead or management experience. Demonstrated ability to build and leverage relationships with senior leadership, business partners at various levels within the Enterprise, and external 3rd parties. Experience establishing project deliverables, deadlines, schedule status, performance tracking, and critical path reporting and analysis. Strong people leader skills and proven ability to build high performing teams. Advanced knowledge of call center dynamics, including workload demand forecasting, staffing, queues, schedule preferencing, data analysis and performance metrics with the ability to explain data insights to senior leadership and internal and external stakeholders. Strong background in workforce management software. What sets you apart: Proven results optimizing contact center processes and tools to support the business' strategic objectives. 3-5 years experience with Contact Center tools: NICE WFM, Call Routing, Genesys Decisions, Tableau. Experience with an outbound dialer. Experience working with NICE WFM tool - Cloud based. Demonstrated experience integrating new contact centers into WFM processes. Compensation range: The salary range for this position is: $127,310- $243,340. 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.). 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.

Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate. We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity. Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever-shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do. Role Description As a foundational member of the design team, you'll help shape the future of financial technology while creating banking experiences that are intuitive, seamless, and exceptional. You'll partner with leaders across UX, product, engineering, and other teams to deliver cohesive, user-focused designs that make an impact. Passion for brand, craft, and innovation will be at the heart of your work. In this role, you'll own the end-to-end user experience for one or more product verticals. From concept to execution, you'll drive the design vision, contributing to the evolution of Lead's design system and setting the standard for design excellence. We're looking for someone who thrives on turning ideas into reality-whether it's creating zero-to-one product ideas or scaling established solutions. You'll shape product strategy, dream up intricate UX ecosystems, and inspire teams to push boundaries creatively and technically. This is a unique opportunity to define a brand, create groundbreaking products, and make a lasting mark in the financial technology space. In this role you will Build World-Class Experiences: Help shape the future of financial products by transforming traditional digital banking processes into efficient, scalable, and beautifully crafted experiences. Craft Visual Identity: Help define and evolve a unified visual language and interaction guidelines that strengthen brand consistency. Define Design Systems: Build and refine scalable design systems to ensure consistency and efficiency across platforms. Collaborate Across Teams: Work with product managers, engineers, and UX writers to deliver user-focused, impactful designs. Champion User Needs: Develop user flows, wireframes, and prototypes that balance user goals, business objectives, and technical constraints. Think Strategically: Contribute to product roadmaps, refine design processes, and share knowledge through documentation and presentations. Prototype and Iterate: Test and validate design ideas with conceptual models and prototypes, ensuring usability and feasibility. Own Execution: Manage the entire product design lifecycle, from research and ideation to implementation and launch. Innovate with Impact: Identify unmet needs, uncover design opportunities, and create experiences that redefine how users interact with financial technology. Enhance Scalability: Implement tools and processes that streamline workflows and support a growing portfolio of products. Advocate for Excellence: Uphold design best practices while looking for opportunities to improve and elevate design standards. Deliver Exceptional Quality: Create products known for their ease of use, reliability, and elegant, cohesive design. Qualifications 15+ years of product design expertise, including leadership roles, with a strong focus on end-to-end design execution. Bachelor's degree in Design, HCI, or a related field (Master's preferred), or equivalent professional experience. A stunning portfolio showcasing user-centered design solutions for web and mobile, with an eye for polish and usability. Mastery of visual and interaction design, UX/UI, typography, and branding, with impeccable attention to detail. Experience leading 0-to-1 product initiatives and scaling solutions in fast-paced, dynamic environments. Comfortable navigating ambiguity, breaking down complex problems, and delivering actionable, impactful design solutions. Fluency in best practices for fintech experiences and design, as well as a deep understanding of user-centered design principles and methodologies, ensuring solutions are tailored to meet user needs and enhance their experience. Demonstrated success in promoting a culture of creativity, and driving cross-functional collaboration with engineering, product, and business stakeholders. Ability to present ideas with confidence, articulate design rationale, and influence stakeholders at every level. Fluent in Figma, its prototyping tools, and all of the tools du jour. What we offer At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life Competitive compensation based on experience, geographic location, and role Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA Paid parental leave Flexible vacation policy, including PTO and paid holidays A fun and challenging team environment in a dynamic industry with ample opportunities for career growth If you're ready to make waves in fintech, redefine what's possible, and have a blast doing it, we want to hear from you! *Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. *Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. *Our compensation reflects the cost of labor across several US geographic markets. Pay is based on a number of factors and may vary depending on geographical market location, job-related knowledge, skills, and experience. These ranges may be modified in the future. Zone 1: $246,500 - $272,000 (SF/Bay Area, NYC) #J-18808-Ljbffr

Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate. We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity. Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever-shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do. Role Description This candidate will design, build and maintain APIs, applications and backend systems with a focus on performance, scalability and usability. They will work closely with product managers, designers and key stakeholders across the company to implement new features that address both product goals and internal and external customer needs. Candidates can prioritize effectively, develop APIs, applications and backend systems from the ground up, navigate ambiguous problem domains, grow the team via mentorship and have a consistent track record of high performance and delivery. Basic Qualifications 7+ years of experience and a proven track record of shipping successful projects You are passionate about building large scale applications and systems in a cloud native environment (preferably AWS) You have a strong command of multiple languages (preferably TypeScript/JavaScript and Go and/or Java) Are comfortable jumping between backend and frontend systems Demonstrated experience developing and maintaining a high quality code base, and consistently delivering challenging projects on schedule with high quality Ability to collaborate/compromise to get to the best, most efficient outcome Strong communication skills and the ability to work cross-functionally with stakeholders on the goals and deliverables You are curious, have humility and are open to learning Preferred Qualifications Fintech experience is a plus Ability to perform in a fluid environment with high autonomy What we offer At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life Competitive compensation, including opportunities for equity grants, based on experience, geographic location, and role Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA Paid parental leave Flexible vacation policy, including PTO and paid holidays A fun and challenging team environment in a dynamic industry with ample opportunities for career growth *Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. *Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. *Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. *Our compensation reflects the cost of labor across several US geographic markets. Pay is based on a number of factors and may vary depending on geographical market location, job-related knowledge, skills, and experience. These ranges may be modified in the future. Zone 1: $180,000 - $210,000 (SF/Bay Area, NYC) #LI #engineering #softwareengineerjobs #hybrid#LI-AG1 #J-18808-Ljbffr

**Safety Director - Operations, Essentials, and Energy** Prologis is seeking a highly experienced and strategic to expand and integrate our safety program beyond development operations. Reporting to the Vice President, Global Safety, this role will lead the extension of safety systems, policies, contractor oversight, and communications across our enterprise functions-including Property Operations, Energy (solar, battery, EV charging), Essentials (service contracting), and Data Centers.**Key responsibilities include:** **Contractual Safety Requirements** 5+ years of experience in safety program leadership across multiple operational domains (e.g., construction, energy, facilities, or mission-critical infrastructure) in a global environment. Strong knowledge of regulatory compliance frameworks and contractor safety management. Proven ability to lead enterprise-wide initiatives and platform implementations. Strong analytical, communication, and leadership skills. Proven ability to recognize hazards and risks and develop effective risk mitigation and hazard control methods.A combination of relevant education and/or experience is preferred. Hiring Salary Range of: $133,600 - $167,000. Salary and whole compensation package (bonus target & LTI) to be determined by the candidate's location, education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. #J-18808-Ljbffr

GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues. Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary. We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer. Please click here to submit your cover letter and resume and apply. #J-18808-Ljbffr

A trust and safety software company located in San Francisco is seeking a core product builder to own a section of the product roadmap and deliver features from 0 to 1. The ideal candidate should have strong experience in product design and engineering using TypeScript/React, along with backend knowledge. This role offers a competitive salary range of $120-250k, equity, and a variety of perks including meals and benefits. #J-18808-Ljbffr

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

Ajax Systems is an international technological company and Europe's largest security system manufacturer. In addition, the company offers solutions for video surveillance, smart homes, fire detection, and flood prevention. The product portfolio includes 180 wireless and wired devices for security and automation. Today, Ajax protects over 3.5 million users in 187 countries worldwide. The company employs 4,100 specialists. We develop local teams because we understand local experts best comprehend market specifics. The company has sales representatives worldwide, including Italy, Spain, Germany, France, the United Kingdom, the USA, Australia, South Africa and other regions. The Global Business Development team is like-minded people who share the ambitious goals of Ajax Systems. The company emerged against the backdrop of revolution and war. That's why resilience is the cornerstone of the brand's DNA, and the fight against evil by creating the best security and automation devices is Ajax's unwavering mission. Ajax Systems is a Ukrainian success story, a place of incredible strength and energy. Qualifications Minimum of 5 years' professional experience in alarm systems, video surveillance, security, IT, telecommunications, or related industries. Strong working knowledge of CCTV systems, access control technologies and fire alarm systems. Proven hands‑on experience in designing and installing video surveillance, fire alarm, or other security systems. Experience delivering offline and online technical training to technical audiences. Excellent presentation, communication, and interpersonal skills. Flexible and willing to travel for business trips, trade shows, and other professional events. Self‑motivated and independent, with an outgoing personality and a proactive approach to work. NICET and ESA certifications are an asset to the role Responsibilities Conduct technical seminars, exhibitions, presentations, and webinars on Ajax products for both customers and company employees. Present product roadmaps and new feature updates to Ajax Systems distributors and dealers. Proactively manage and schedule open classes, private classes and on‑demand requests for training and support for Ajax products and technologies. Promote and demonstrate product solutions tailored to customer requirements; provide technical consultations and support to key clients. Perform market research and competitive product analysis to identify strengths, opportunities, and areas for improvement. Build and maintain long‑term relationships with key company partners. Test product features and prepare technical documentation for new products and solutions, collaborating closely with cross‑functional teams. Support the sales team by following up on leads through the company's CRM portal. Analyze customer needs in partnership with the sales department to identify optimal product solutions. Actively participate in the beta testing of new products and services providing expert feedback to product management to refine solutions. We offer Competitive compensation that includes a base salary and performance‑based bonuses Car allowance, petrol and all business costs covered by the company Health & Life insurance 401(k) Growth Opportunities Impactful work Innovative Environment #J-18808-Ljbffr

At Banking Soft Solutions (BSS) LLC, our mission is to launch a new Cryptocurrency exchange called ‘Marai-X'. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging on-chain platform - and with it, the future global financial system. Our team is dedicated to eliminating customer pain points, resolving the current challenges of existing Cryptocurrency exchanges such as weaker protection against hackers, making users keep assets on the exchanges, and high transaction fees. To achieve our mission, we're seeking a very specific candidate. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high-caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. As a Data Architect, you will serve as a Backend DB and Interface Architect for specific modules in the cryptocurrency exchange. Aligned with our mission to deliver outstanding support, you will work closely with developers, software programmers, and QA testers to ensure compliance with audit requirements, generate actionable insights, and share key findings with stakeholders. You'll have the opportunity to work on a high-impact project in the trillion-dollar Cryptocurrency market. We're not just building systems; we're creating a scalable, high-performance exchange that makes a real difference in the crypto world. We prioritize design quality, customer focus, and rapid iteration. Please note that this role is expected to report onsite at our corporate office in San Jose, CA. We are looking to fulfill 2 positions for this same role. Your Role and Responsibilities: Design a centralized Crypto Currency Exchange (Marai-X) with a web interface, admin dashboard, mobile apps, and trading engine. Design features including onboarding, crypto wallet, charts, order book, transaction history, and portfolio analytics. Design crypto staking, cold wallet integration, credit card integration, P2P crypto trading, KYT practices, exchange token, and API endpoints. Collaborate with engineering leaders to define crypto exchange visions and translate them into technical roadmaps. Lead the design and review of new and existing system architecture. Conduct deep research into current platforms and identify areas for optimization. Create documentation, diagrams, and presentations to communicate architectural strategies. Mentor and coach developers to cultivate technical leadership. Architect integration patterns for Developer Platforms and test environments. Develop technical standards, blueprints, and design patterns for internal tools. Implement developer-focused solutions like portals and API gateway integrations. Evaluate strategic architecture investments and technologies. Prioritize scalability, security, traceability, and observability in designs. Guide technology investment decisions aligned with industry standards. Apply organizational principles such as Conway's Law to system design. Lead cross-functional architecture reviews and maintain design records. Support teams in incident management and RCA processes. Collaborate to reduce inefficiencies and redundant development efforts. Mentor teams and advocate engineering excellence and innovation. Communicate technical concepts clearly across all stakeholder levels. Develop with blockchain tools, smart contracts, and decentralized platforms. Drive architectural decisions in a fast-paced startup environment. Qualifications: Education: 4-year bachelor's degree in a relevant field or 3 years of relevant work experience. Creativity, pragmatism, and empathy in solving technical and business challenges. A love of technology and a growth mindset. Strong communication skills in written, verbal, and visual formats. Experience designing large-scale, complex software systems with strategic outcomes. Proven ability in mentoring engineers and developing talent. Experience with high-volume platforms, cloud technologies, and modern architectures. Strong knowledge of systems design, distributed systems, and enterprise architecture. Core Competencies: Mission-driven: Commitment to BSS's mission and enhancing customer experience. Problem solver: Strong analytical and solution-oriented mindset. Expert calibrator: Skilled in communication, negotiation, and alignment handling. Project management: Ability to manage and execute architecture-focused projects. Reporting management: Skilled in dashboards, documentation, and presentations. Stakeholder management: Able to engage and influence across the organization. Time management: Excellent prioritization and deadline management. Nice to Haves: Familiarity with crypto exchange or banking systems. Knowledge of AI capabilities for developer productivity. Expertise in Solidity, Rust, or Move. Backend skills in Node.js, Go, or Python. Proficiency in Web3.js, Ethers.js, or Polkadot.js. Experience with Ethereum, Hyperledger, or Solana. Knowledge of cryptography, consensus, and layer-2 solutions. Experience with Docker, Kubernetes, AWS, or GCP. Understanding of blockchain security practices. Prior supervisory or team leadership experience. Background in customer support or account management. Basic knowledge of cryptocurrency and change management. #J-18808-Ljbffr

A leading AI company in San Francisco is seeking an AI Engineer to shape AI-powered IT service delivery. You will design and optimize AI models, collaborate with product teams, and enhance automation in a fast-paced environment. The ideal candidate has over 4 years of experience in AI/ML engineering and is comfortable with model deployment in production. This role offers a unique opportunity for meaningful product ownership and innovation. #J-18808-Ljbffr

Your Opportunity: Assistant Store Manager (Bilingual) Titlemax Houston, TX As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step. What We Offer: Compensation The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a key holder program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum one year's experience in customer service, sales, or retail. At least 3 months of supervisory, key holder, or relevant leadership experience Excellent verbal and written communication skills. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Management experience in retail, convenience store, grocery, finance, service, or related industries. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Maximize customer success by offering financial services that fit their needs. Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products. Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty. Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts. Maintain customer information in the point of sale (POS) system with accuracy and integrity. Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer. Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance. Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.** **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'd thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.

Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ101872*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are currently seeking an experienced Associate to join our Technology financial advisory practice in San Francisco.Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.Ideal candidates must also possess:* Excellent analytical and presentation skills* Knowledge of basic accounting and financial concepts; ability to analyze and value businesses* Experience in Investment Banking (corporate finance/M&A) or equivalent* A drive for results, and ability to perform well under pressure and against tight deadlines* Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients* Strong multi-tasking skills* Exceptional Microsoft Office suite (Excel a must) and financial reporting skills* Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr

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

🚀 We're hiring a Project Manager to take ownership of high-impact hotel renovation projects - starting with a flagship project in Sacramento. 🛠️ Project Manager (Construction) - Sacramento, CA | Full-Time VISTA Investments is seeking an experienced Project Manager (Construction) to lead renovation and construction projects within our growing hospitality portfolio. You will first lead a flagship renovation project in Sacramento and subsequently manage projects across our wider hotel portfolio. We are a vertically integrated hospitality company specializing in hotel ownership, development, renovation, and management. Our teams collaborate across design, construction oversight, operations, and project execution - allowing us to deliver efficient, design-forward hospitality assets. 🧭 Key Responsibilities Lead and manage renovation and construction projects for hotel properties, starting with a flagship project in Sacramento. Oversee contractors, subcontractors, schedules, budgets, RFIs, change orders, and construction documentation. Coordinate with architects, engineers, designers, brand representatives, and ownership groups. Ensure compliance with building codes, safety regulations, brand standards, and project specifications. Conduct site visits, monitor progress, and proactively resolve delays or issues. Own project budgets, schedules, cost reporting, and vendor invoicing. Maintain clear communication across all project stakeholders. Deliver projects efficiently while minimizing disruption to hotel operations when applicable. 🎯 What We Are Looking For 5+ years of experience in construction project management (hospitality renovation strongly preferred). Solid background in renovation projects, ideally hotels or commercial interiors. Proven ability to manage contractors, budgets, and multiple projects simultaneously. Experience working with architects, engineers, city inspectors, and permitting authorities. Strong understanding of construction sequencing, cost control, and safety processes. Excellent communication and leadership skills. Ability to travel to project sites as needed. Bachelor's degree in Construction Management, Engineering, Architecture, or a related field (preferred). 🌟 Why Join Us Lead a high-impact flagship renovation project in Sacramento. Fast-paced, collaborative environment with direct exposure to senior leadership. Stability of an established hospitality investment and development group. Competitive compensation package Potential for career progression and ongoing project growth across the West Coast. If you are a construction professional looking to take ownership of meaningful hotel renovation projects, we would love to hear from you. 📩 Apply directly or reach out via LinkedIn message for a confidential conversation. #hiring #constructionjobs #projectmanager #sacramentojobs #hotelrenovation #constructionmanagement #hospitalitydevelopment #westcoastjobs

A financial institution in Miami is seeking an experienced VP Legal Counsel to oversee legal activities across the Florida region. The successful candidate will manage legal risks and provide strategic counsel to the bank's management and teams on various legal matters, ensuring compliance with applicable laws. Applicants must hold a Juris Doctor (JD) and possess at least 10 years of relevant experience in law, particularly in financial institutions. This role requires bilingual proficiency in English and Spanish and strong analytical skills. #J-18808-Ljbffr

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you. The Opportunity: The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: * Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments * Help bring in new assets through client referrals * Educate clients on Fisher's investment philosophy and what it means to work with Fisher Investments * Align our portfolio strategy with clients' goals * Oversee clients onboarding process, including transfer of assets * Collaborate with several teams to provide unparalleled service * Introduce clients to their long-term relationship manager Your Qualifications: * 3+ years' experience working in financial services * Hold Series 65 license or required upon hire * Understanding of capital markets and investment products * Manage complexity in a high-volume environment Compensation: * Base + commission (driven by conversion rate, number of clients converted, and AUM) * Base salary steps down with increased tenure ($100,000 base for first 12 months, then step down to $72,500 base) * This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: * 100% paid medical, dental and vision premiums for you and your qualifying dependents * A 50% 401(k) match, up to the IRS maximum * 20 days of PTO, plus 10 paid holidays * Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER