Sales Account Executive - Entry Level
Fisher Investments job in Plano, TX
Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As an Account Executive, you pick up the phone and engage with high-net-worth individuals who expressed interest in Fisher Investments' materials. Using sales techniques, you'll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team.
The Opportunity:
The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. This is an in-office job located in Plano, TX where you will report to your manager who will sit in the pod with you and guide you in the sales process. Based on a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission.
Simply put: The harder you work, the more you earn.
The Day-to-Day:
Communicate Fisher's value proposition to high-net worth investors to arrange meetings with regional sales partners
Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients
Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
Your Qualifications:
No prior sales experience or industry knowledge needed
Drive results: You have experienced personal and professional success
Instill Trust: You understand how to earn the trust of others, and look out for others' best interests
Communication: You are engaging and can connect with a wide array of audiences
Persuade: You use compelling arguments to gain the support and commitment of others
Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement
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
Auto-ApplyFacilities Technician
Fisher Investments job in Plano, TX
The Opportunity:
As a Facilities Technician at Fisher Investments, you will be part of a team overseeing facilities maintenance and repairs for our office campuses. Reporting to the Facilities Site Manager, you will maintain campus facilities including roads, storm drains, lighting, sanitary sewer system and snow removal.
The Day-to-Day:
Provide expertise to implement improvements to the buildings including general maintenance of office buildings
Perform preventive maintenance
Check daily building operations, energy management system, and equipment status
Various building maintenance responsibilities as assigned by management
Identify and recommend changes in process and equipment to improve safety reliability, and efficiency
Assemble and install furniture as requested
Move standing work stations weekly
Manufacture and build table tops, cabinets
Trouble shoot, diagnose and repair equipment as needed
Repair fleet vehicles
Coordinate or provide after-hours facility support as required
Supervise vendors to perform schedule maintenance, repairs, and improvements
Your Qualifications:
3+ years experience maintenance for a Class A office building preferred
3+ years experience with electrical engineering preferred
Strong understanding of commercial HVAC systems
Experience with general construction
Ability to read blueprints
Experience providing basic electrical services
Experience in fire and safety codes
Experience with preventive maintenance
Able to perform a variety of maintenance/minor repair activities on the interior/exterior areas of the property including, but not limited to, painting, drywall, parking lots, plumbing repairs, clear drain stoppages, lighting, and flooring
Ability to stand for extended periods
Ability to push, pull, and pick up 50 lbs
Ability to read, write, enunciate comfortably
Ability to climb ladders and access roof
Ability to be on call, work weekends, and stay late as work requires
Ability to use a computer, answer emails (Outlook), Teams, and Word
Able to operate a variety of equipment to perform preventive maintenance and/or minor repairs
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
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Auto-ApplyOperations Readiness Leader
Westlake, TX job
The Role
Do you have a solid understanding of regulatory reporting requirements for registered investment companies and alternative products? Would you be interested in participating in the implementation of new regulatory reporting requirements, products and technology, and improving processes by streamlining and introducing automation? If this sounds like you, this job is for you! This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall.
In this role, you will leverage your analytical stills, knowledge of accounting and financial reporting, attention to detail, and project management skills combined with strong interpersonal skills to partner with technical, oversight, business partners, operation leaders and operational associates to scale technology and processes to produce accurate time-sensitive reporting and filings required for shareholders and regulators.
You will also coach and mentor staff to achieve high-quality results, adhere to process controls to proactively mitigate risk and manage a backlog. Your ability to work within a team and under pressure to meet deadlines will be essential to our success and in helping to support the service line's overall mission to deliver high-quality and efficient shareholder reporting solutions for Fidelity's products.
The Expertise and Skills You Bring
Bachelor's degree or equivalent with 5+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting, with Digital Assets / Alternative products preferred.
Solid understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment
You have a solid understanding on the processes involved in producing regulatory reports (e.g., specifically financial statements)
Focus on innovation - ability to identify and drive forward ways to improve and automate current processes
Function as a key liaison with Operations, Technology and Squads to provide requirements, build testing plans, manage and set expectations with business partners (internal and external to Shareholder Reporting), develop and execute on-boarding plans, mitigate risk items, and manage the technology backlog.
Ability to work with all levels of management, across a large multi-faceted organization, and influence high impact decisions quickly and accurately
Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory and technology environment.
You have a strong ability to prioritize work and manage competing deliverables and deadlines and partner with application support members to execute on in-cycle production issues.
Strong understanding of workflows and requirements of internal and external business partners and systems applications
Experience with helping to define and understand the environmental impacts of initiatives too anticipate and coordinate operational readiness
Excellent written and verbal communication and strong presentation capability
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of developing reporting solutions for Fidelity's new investment products, including alternative investments, while incorporating new and changing regulations and implementing a brand new technology platform that will transform the way we work. We offer ample opportunities to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity's current and future success!
#FFIOALTS
#FidelityAlts
Certifications:Category:Business Analysis
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.
SVP, Alternative Investments - Private Markets
Westlake, TX job
The Role
As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship.
The Expertise and Skills You Bring
Bachelor's degree required; MBA or other advanced degree preferred
15+ years broad financial services operations experience
15+ years operations leadership experience with increasing responsibility
15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products
An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products
Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required
Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization
Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams
Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products
The Team
As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India.
#FFIOAlts #FidelityAlts
The base salary range for this position is $185,000-$400,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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.
Certifications:Category:Investment Operations
Director, Asset Management Risk
Westlake, TX job
Job Description:The Role
The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
12+ years of relevant work experience in the financial industry
Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Strong understanding of blockchain technology.
Executive level presentation skills required
Project management and/or consultative experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Promote a culture of experimentation to ensure continuously learning
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk Organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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.
Certifications:Category:Risk
Vice President, Associate General Counsel
Westlake, TX job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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.
Certifications:Category:Legal
Career Day in Beaumont, TX!
Beaumont, TX job
Your Opportunity:
Join us for Career Day in Beaumont, TX! Monday, December 8th
10:00AM-5:00PM
TitleMax
3680-A College StreetBeaumont, Texas 77701
Join a company that fuels your drive with real opportunities for professional and financial growth.
Community Choice Financial Family of Brands (“CCF”) is currently looking for ambitious achievers and experienced leaders to join our team and help people in your community access the financial solutions they need-right when they need it most.
Explore your potential with a company that values what you bring to the table.
We invite you to meet 1-on-1 with a hiring manager and learn more about career opportunities as a member of our Store Operations team, the front line of our business that strives to provide the best customer service and overall experience in the industry. Visit ************************************** to apply.
What We Offer:
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.
Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues.
Meticulous attention to detail and ability to accurately enter data.
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
Experience in check cashing, document verification, and/or money order processing.
Prior cash handling, cash drawer/vault management experience.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Customer Service - Greet and connect with customers to cultivate lasting relationships that drive repeat business and brand loyalty. Help them gain access to our suite of financial solutions while setting an unmatched experience.
Accurately Process Financial Transactions - Review, validate, and process customer transactions, like check cashing, money transfers, and loans/pawns, with accuracy and integrity.
Maximize Customer Success - Educate customers about their transaction and offer personalized financial services that fit their lifestyle. Assist in customer account management, collections, and accepting customer payments.
Thrive in the Community - Participate in in-store and community events and external marketing.
Maintain Your Store - Help maintain appearance and cleanliness of your location to enhance the customer experience.
Keep It Safe and Compliant - Participate in ongoing training, uphold Company policies and procedures, and keep up with office security protocols, including management of a cash drawer, to foster a safe work environment.
*See specific job listings for more details on essential functions by position.
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.
Director, Digital Assets, Financial Crimes Models & Analytics
Jacksonville, FL job
Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role
We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle.
Responsibilities of this role:
Drive digital assets model development and enhancement initiatives.
Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective.
Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs.
Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision.
Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards.
Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships.
Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions.
Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program.
Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts.
Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks.
Providing insight on all aspects of Fidelity's crypto operations
Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come
The Expertise and Skills You Bring
Prior AML/Fraud advisory, surveillance, or investigative experience.
Prior financial crimes model development and/or maintenance experience.
Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more.
Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance.
Prior experience managing a team of high performing individuals with diverse skill sets.
Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions.
Personal experience trading cryptocurrencies, stablecoins and/or NFTs.
Passion for cryptocurrencies and the broader crypto ecosystem in general.
Prior experience supporting regulatory response efforts.
Chainalysis Academy or Elliptic LEARN certifications a plus.
FINRA Series 7, 63, 24 or 9/10 registrations a plus.
Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products
Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships
Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings
Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists
Excellent listening, communication (verbal and written), influencing, and presentation skills
Knowledge/experience with Agile frameworks and methodologies a plus
Passionate about crypto and its intersection with Financial Crimes
Intellectually curious and an early adopter of new technology
Very thorough with strong documentation skills
Able to communicate and explain crypto concepts to non-technical audience
Great demeanor, teammate, and effective contributor
Strong interpersonal skills
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience.
Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses.
The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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.
Certifications:Category:Business Analytics and Insights
Senior Manager, Fund Financial & Tax Reporting
Westlake, TX job
The Role
The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls.
The expertise and skills you bring
BS in Accounting or Finance
CPA and/or MST is preferred
5+ years of public accounting experience in Partnership taxation
Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus
Private Equity fund of funds tax experience a plus
Experience with InvestOne, Geneva, and Yardi a plus
Advanced knowledge of Partnership tax and associated structures
Broad knowledge of financial instruments and securities taxation
Familiarity with tax research techniques
Familiarity with various fund structures suitable for different types of investors
Familiarity with federal, state and international filing requirements of partnerships and blockers
Ability to frame complex operational & tax issues and propose solutions
Ability to seamlessly move from strategy to execution
Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment
The Team
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
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.
Client Onboarding Specialist
Jacksonville Beach, FL job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish.
Due to business needs, candidates must be able to work expected shifts of 6am - 3pm MST and/or 7am - 4pm MST.
What you will do
Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform
Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference
Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners
Work closely with cross-functional teams on all internal and external operational matters
Provide excellent customer service while meeting team goals including productivity, quality, and service quality
What you will bring
High School Diploma or GED required, Associate's or Bachelor's Degree Preferred
A minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services
Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education
Experience handling complex tasks while also meeting daily productivity goals
Strong communication skills, both written and verbal, emphasizing clarity and empathy
Detail-oriented with excellent organizational and problem-solving abilities
What will set you apart
Ability to thrive in a fast-paced environment and adapt to changing priorities
Collaborative team player demonstrating strong interpersonal skills
Analytical thinker translating data into actionable insights
Adaptability and a proactive approach to embracing new challenges
Ability to learn and navigate through new systems
#PJPW2
#LI-Remote
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$49,300.00 - $67,825.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
12-04-2025
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Workplace Flexibility: Remote - Nationwide
BUSINESS SUPPORT SPECIALIST - WATERFORD
Miami, FL job
Responsible for loan monitoring including all internal and external reporting requirements, company/borrower information and all relevant events. Responsible for supporting responses/ resolutions for internal and external customers and aiding the overall departmental workflow. Responsible for the maintenance of the Loan Portfolio documentation and for providing support to the SAG/ Credit departments as detailed below. Responsible for SAG/REO monitoring and handling.
Essential Responsibilities:
Coordinates with both internal and external parties as it relates to portfolio management process.
Provide weekly overview of Portfolio and preparation of reports not limited to monitoring portfolio for past dues, potential non-performing loans, delinquent borrowers; follow on past due covenants related to technical exceptions and annual reviews.
Request and follow-up on pending and missing documents, legal and other documentations supporting credit assets.
Assist with preparation of CAMs and Spreads using Ncino system. Acquire working knowledge of credit analysis/underwriting
Act as a liaison between Portfolio management/Credit administration and internal support department and clients.
Special assets assistance - Interact with investors, brokers, loan offices, and attorneys with the sale distressed assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements' generation of defaults letters, manage assigned portfolio of non-performing assets in conjunction with the assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance Agreements; manage all incoming bank REOs.
Update reports: SAG Status update report and ensures update in Premier Collection, REO status inventory report, Portfolio Management report, and deficiency report.
Prepare Datamart validation and certification as well as TDR reporting.
Assist with review of modification of cases (Hardship and Non-hardship), generate loss mitigation letters
Assists with follow-up with various action plans that transpire from the regulatory, audit and/or loan review examinations.
Backup for the review and maintenance of the Credit reports, New Money Approved/Closed & funded, Commercial & Consumer-Residential or other as requested
Backup for CRA monthly report submission.
May serve as back up for ordering of residential appraisals and update of log.
Support for Commercial Appraisal/ Appraisal review tracking.
Assist with loan processing as needed.
Support special Project and/ or audits as needed
Other Responsibilities:
Perform/ Assist with Check request, payment of invoices and GL reconciliations
Process deficiency payments
Review the monthly covenant report for accuracies, changes and updates,
Review ONBASE system file upload accuracy.
Independent Judgement:
Exercises a moderate degree of discretion and judgment. Works within assigned parameters always consulting supervisor on variances or situations where decision making is required.
Supervisory Responsibilities:
This job has no direct supervisory responsibilities.
Impact of Errors:
The impact of errors of this position could affect essential activities of administrative, operational or business nature that have a considerable economic impact.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Specific vision abilities required by this job include close vision and distance vision. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to standard walk. May be requiredto lift and move boxes or packagesnot exceeding 10 pounds in weight.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. May be exposed to external elements when visiting other bank premises, government agencies, etc., as needed.
Competencies:
The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy.
Strong analytical and problem-solving skills
Well-developed written communication and verbal presentation skills.
Able to handles stress, flexible working hours.
Attention to details.
Good communication skills
Customer service oriented
Minimum Requirements
Bachelors in Business, finance or related field or relevant experience. Minimum of 3-5 years of experience working in a financial institution setting with knowledge of the loan documentation, financial information and or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required. Microsoft Office proficient (Word,Excel, PowerPoint). CustomerService oriented. Availableto work overtime, when required. Ability to manage multiple priorities, organize daily tasks and meet deadline sin a high-volume environment.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
Contract Technical Recruiter
Dallas, TX job
About the company
Digital Realty provides cutting-edge data solutions by connecting companies and data through data center, colocation, and interconnection services. With a presence in over 50 metropolitan areas spanning 25+ countries, Digital Realty operates more than 300 data center facilities worldwide, enabling customers to build impactful, connected data communities.
About the role
This is a hybrid, contract role for a Technical Recruiter based in our downtown Dallas, TX office. You'll be responsible for managing the end-to-end recruitment process, nurturing relationships with hiring teams, and ensuring a seamless hiring experience for all parties. Core responsibilities include collaborating with hiring managers to define hiring needs and build effective recruitment strategies, candidate identification (LI Recruiter license available), screening, and scheduling while completing real-time updates in the ATS. A focus on clear communication and efficiency in fulfilling hiring demands will be essential to your success.
What you'll bring
8+ years' experience in full-life cycle Technical Recruiting in a corporate environment
Ability to work 15-20 unique roles efficiently and with urgency
Able to consistently follow process while maintaining attention to detail
Experience utilizing an ATS (preferably Oracle) for candidate identification, processing, and reporting
Ability to build and maintain strong hiring manager relationships
Outstanding communication skills
Knowledge and familiarity with the datacenter industry and related talent trends
Bachelor's degree or equivalent experience in Human Resources
Note: Once identified, the selected candidate will be given options for staffing agencies through which they wish to be employed for payroll purposes. This is a contract, and not a direct role with Digital Realty.
Project Mananger
Sacramento, CA job
🚀 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
Enterprise Architect
Rancho Cordova, CA job
The Enterprise Architect is responsible for leading a holistic approach to the design and implementation of enterprise architecture strategies that align with the organization's business objectives. This role involves defining and managing the architecture framework, ensuring the alignment of IT strategy with business strategy, and guiding the overall architecture practice within the organization.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Architecture Strategy Development: Develop and maintain the architecture strategy that supports the organization's mission, vision, and goals.
Alignment with Business Objectives: Ensure that IT strategies and architecture solutions align with business objectives and meet the needs of the organization.
Architecture Governance: Establish and enforce architecture governance processes and standards to ensure consistency and compliance across the organization.
Leadership and Mentoring: Provide leadership and mentoring to other architects and technical teams, promoting best practices and guiding them in the implementation of architecture standards.
Stakeholder Engagement: Collaborate with business and IT stakeholders to understand requirements, address concerns, and communicate architecture decisions.
Technology Evaluation: Evaluate emerging technologies and assess their potential impact on the enterprise architecture and business objectives.
Documentation and Communication: Create and maintain comprehensive documentation of the enterprise architecture, including principles, standards, and guidelines.
Solution Design: Oversee the design and implementation of architectural solutions, ensuring they are scalable, secure, and aligned with business needs.
Continuous Improvement: Continuously assess and improve the architecture practice, staying up to date with industry trends and best practices.
REQUIRED SKILLS AND QUALIFICATIONS
Education: Bachelor's or Master's degree in Computer Science, Information Technology, or a related field.
Experience: Proven experience as an Enterprise Architect or in a similar role, with a strong track record of delivering successful enterprise architecture projects.
Technical Knowledge: Deep understanding of architecture domains including business, application, information, technology, and security architecture.
Leadership Skills: Strong leadership and mentoring abilities, with experience guiding and developing architecture teams.
Communication: Excellent communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.
Analytical Thinking: Strong analytical and problem-solving skills, with the ability to analyze complex business and technical challenges and develop innovative solutions.
Strategic Vision: Ability to think strategically and align architecture decisions with business objectives and long-term goals.
Adaptability: Ability to adapt to changing business and technology landscapes, staying current with industry trends and emerging technologies.
PREFERRED SKILLS AND QUALIFICATIONS
Certifications: Relevant certifications such as TOGAF, Zachman, or similar.
Industry Knowledge: Experience in the manufacturing and retail industry.
Project Management: Experience with project management methodologies and tools.
Attorney - Intellectual Property
Miami, FL job
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.
Responsibilities
Handle complex intellectual property litigation with emphasis on trademark, unfair competition, patent, and trade secret cases.
Apply knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues in practice.
Qualifications
Admitted to the Florida Bar or willing to seek admission within 12 months following date of employment.
Litigation experience with excellent analytical, research, and writing skills.
Ability to successfully work on multiple projects simultaneously and autonomously with keen attention to detail.
Familiarity with e-discovery and e-discovery programs is a plus.
International experience and foreign language skill are a plus but not required.
Compensation and Culture
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer.
Application
Please click here to submit your cover letter and resume and apply.
#J-18808-Ljbffr
Portfolio Counselor
Fisher Investments job in Plano, TX
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:
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
Auto-ApplySenior Mortgage Loan Processor
Fort Lauderdale, FL job
Americas Mortgage Professionals is seeking a Senior Mortgage Loan Processor to join our dynamic and growing team in Fort Lauderdale.
As a key player in the loan process, you will assist borrowers in their journey toward homeownership by precisely managing each mortgage loan file from disclosure to clear-to-close. You will ensure timely and accurate management of loan documentation, verification of borrower information, and maintain open communication with all parties involved - delivering a seamless mortgage process and exceptional customer service.
In addition to a competitive salary and bonus opportunities, we offer a comprehensive benefits package that includes medical, dental, vision, and other supplemental insurance options.
This is an in-office position, but we are open to the position being remote for the right fit.
Benefits:
Full health, dental, and vision insurance
Paid time off (PTO)
401(k) with company match
Compensation:
$75,000 plus bonus
Responsibilities:
Loan Processing: Oversee the full-cycle processing of mortgage loan applications, ensuring all documentation is accurate, complete, and compliant with current regulations.
Documentation Verification: Order and review essential documents, including Verifications of Employment, Insurance, Payoffs, Tax Transcripts, Credit Supplements, Condo Questionnaires, Subordination Requests, and Title Work.
Communication: Maintain consistent communication with borrowers, loan officers, underwriters, and team members to provide updates and ensure a smooth, transparent loan process.
Pipeline Management: Effectively manage a disciplined daily pipeline of 20-25 loans, ensuring each file advances efficiently through all stages of the loan cycle and achieves clear-to-close within target timelines.
Compliance: Ensure every loan meets company policies, investor guidelines, and regulatory requirements with zero missed TRID or documentation errors.
Problem Solving: Proactively identify and resolve issues or discrepancies early, presenting solutions instead of delays.
Customer Service: Deliver top-tier customer service by guiding borrowers through the loan process with calm urgency, professionalism, and care.
Process Improvement: Continuously seek opportunities to streamline workflows and enhance both operational efficiency and customer experience.
Qualifications:
Experience: Proven background as a senior mortgage loan processor.
Knowledge: Strong understanding of FHA, VA, Conventional, and Non-QM loan products, along with investor guidelines and processing procedures.
Attention to Detail: Ability to thoroughly review and verify documentation for accuracy and completeness.
Organization: Highly organized and efficient, with excellent time management and the ability to manage multiple priorities and deadlines.
Communication: Clear, professional communicator who keeps all stakeholders informed without chaos or delay.
Problem-Solving: Skilled at identifying potential issues early and driving solutions calmly and efficiently.
Technology: Proficient in Calyx Point or comparable LOS and investor portals (UWM, Newrez, PennyMac, etc.).
About Company
At Americas Mortgage Professionals, our mission is simple: Achieve Maximum Potential - A Mindset, A Mission, A Purpose. We start every day with this belief, and we're looking for team members who share it.
When you join AMP, you're not just filling a role - you're stepping into a proven system that lets you do what you do best. You'll work directly with our top-producing LO, supported by an experienced processor, and backed by leadership that is committed to your growth.
If you're excited to be part of a team that values excellence, builds lasting relationships, and helps both clients and Realtor partners shine - we want to hear from you. Apply today, and let's explore how your next big career move starts here at AMP.
#WHRE2
Compensation details: 75000-75000 Yearly Salary
PIa659d5313df7-37638-38998164
Credit Specialist
Carrollton, TX job
Job Title: Credit Specialist
Department: Credit & Collections
Reports To: VP Credit & Collections
The Credit Specialist is responsible for supporting the credit and collections functions by evaluating customer creditworthiness, processing credit applications, assisting with account management, and helping maintain the overall health of the company's accounts receivable portfolio. This role combines both analytical and administrative responsibilities and plays a key part in protecting company assets while supporting customer relationships and sales.
Key Responsibilities:
Credit Analysis & Customer Evaluation
Review and analyze credit applications, trade references, and credit bureau reports.
Recommend credit terms and limits based on financial risk assessment and company policy.
Maintain customer credit files and update records regularly.
Credit Account Setup & Maintenance
Process new customer applications and ensure all required documents are received.
Verify business licenses, tax IDs, and references.
Input approved credit terms into ERP system accurately.
Accounts Receivable Support
Monitors open accounts to identify past-due balances or credit limit violations.
Assist in contacting customers for payment reminders or resolving invoice disputes.
Work with Sales and Customer Service to release orders held for credit reasons.
Assist with month-end closing and audit support as needed.
Processing Customer Payments
Processing Billing
Qualifications:
Education:
Associate or Bachelor's degree in Business, Accounting, or Finance preferred.
High school diploma or equivalent required.
Or 4+ years of relevant hands-on experience
Experience:
2-4 years of experience in credit, collections, accounts receivable, or a similar role.
Experience in a B2B or distribution environment is preferred.
Skills:
Basic knowledge of credit principles, financial statements, and risk evaluation.
Proficient in Microsoft Excel, Outlook, and ERP systems
Strong attention to detail, accuracy, and organizational skills.
Excellent communication and customer service skills.
Ability to handle confidential information responsibly.
Work Environment:
Office-based (in Carrollton, TX), Monday-Friday business hours.
Compensation & Benefits:
Competitive hourly or salary rate based on experience
Performance-based bonus eligibility
ESOP
Full benefits package (medical, dental, vision, 401(k), PTO
Career growth potential within the credit department
Senior Principal Software Engineer, Data Architecture
Miami Lakes, FL job
Our Purpose
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Senior Principal Software Engineer, Data Architecture Overview:
If you are interested in applying for this job, please make sure you meet the following requirements as listed below.
Mastercard's Data & Analytics is seeking a visionary and results-oriented Senior Principal Software Engineer, Data Architecture to lead the design and evolution of Mastercard's enterprise data architecture.
This foundational technical role is responsible for defining how data is collected, organized, governed, and distributed across Mastercard's global infrastructure. Reporting to the EVP of Data & Analytics, this engineer will shape architectural frameworks and standards that drive product innovation, operational excellence, and regulatory compliance across a hybrid cloud environment.
The Mastercard's Data & Analytics organization is undergoing a bold transformation to modernize our global data ecosystem-unlocking value through secure, scalable, and compliant data capabilities. Role:
Data Architecture Strategy & Execution
• Lead the design and execution of Mastercard's enterprise data architecture across a complex, global ecosystem.
• Drive modernization from legacy and on-prem systems to modern, cloud-native, and hybrid data platforms.
• Architect scalable, secure data solutions that meet evolving regulatory requirements (e.g., ISO 20022, data localization, GDPR).
• Create reusable, domain-oriented data models that promote consistency, interoperability, and self-service across business units.
• Define and implement architectural patterns supporting both real-time and batch data processing across relational and non-relational systems.
• Champion adoption of modern data principles including Data Mesh, data products, and federated governance.
Governance, Alignment & Agile Integration
• Serve as a key technical leader on the Data & Analytics Architecture Review Board to ensure alignment across programs and domains.
• Collaborate with Mastercard's Architecture, Security, and Engineering organizations to embed data architecture into enterprise-wide standards.
• Apply Agile methodologies to data architecture initiatives, enabling iterative delivery, rapid feedback, and cross-functional collaboration.
• Represent Data & Analytics in enterprise architecture councils, steering committees, and executive planning forums.
Cross-Functional Leadership & Mentorship
• Lead and scale technical excellence by mentoring engineers, architects, and technical experts across distributed systems, cloud platforms, and data modeling.
• Act as a trusted advisor to business, product, and engineering leaders-bridging technical strategy with enterprise priorities.
• Build relationships and communicate effectively with internal and external stakeholders, including senior executives, to influence data-driven strategies and decisions. All About You:
• Proven experience as a Senior Principal Engineer or equivalent in enterprise data architecture, data engineering, or data platform strategy.
• Deep expertise in building and modernizing distributed data platforms using technologies such as Apache Spark, Kafka, Flink, NiFi, and Cloudera/Hadoop.
• Hands-on proficiency with modern data platforms and tools including Databricks, Snowflake, Delta Lake, and Redshift.
• Experienced in designing and operating real-time and batch data pipelines in hybrid and cloud-native environments (AWS, Azure, GCP).
• Knowledge of Data Mesh principles, federated governance, and data product lifecycle management.
• Experience working in Agile environments, leveraging modern delivery practices like Scrum, SAFe, or product-centric models.
• Track record of leading large-scale data transformations and platform modernization initiatives in regulated industries such as Payments, Fintech, or Banking.
• Understanding of card data flows, merchant ecosystems, and frameworks including ISO 20022 and data localization mandates.
• Demonstrated ability to influence technical and business decisions at all levels, including C-suite stakeholders.
• Strong executive presence with the ability to translate complex architecture concepts into business language.
• Experience mentoring and leading global, cross-functional teams of high-performing technical talent.
• Bachelor's degree in Computer Science, Data Engineering, Information Systems, or a related technical field required. This role is not eligible for Mastercard's work authorization sponsorship. As such, candidates must be eligible to work in the United States, now as well as in the future, without employer sponsorship. #LI-NF1 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
Abide by Mastercard's security policies and practices;
Ensure the confidentiality and integrity of the information being accessed;
Report any suspected information security violation or breach, and
Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. xevrcyc Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more.
Pay Ranges
Arlington, Virginia: $230,000 - $368,000 USD Boston, Massachusetts: $230,000 - $368,000 USD Miami, Florida: $200,000 - $320,000 USD Purchase, New York: $230,000 - $368,000 USD
Fraud Strategy Analyst I (Mid-level)
San Antonio, TX job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Mid-level Fraud Strategy Analyst, you will be accountable for driving USAA's overall fraud strategy, policies, and analytic capabilities for fraud rules management. This role will collaborate with key stakeholders across the enterprise, influencing outcomes in a complex, matrixed environment. This role will be an active participant in industry efforts to share and receive information, build industry partnerships and relations to formulate USAA's global fraud strategies and policies to better protect USAA from current, evolving, and future fraud threats.
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, or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Serves as an expert in at least one area of focus within Financial Crimes space to develop solutions for complex problems that align with the business's strategic direction and objectives.
Actively participates in and may take ownership of analyses or business strategy initiatives using innovative/quantitative analytical approaches.
Extract insights from moderately complex data sets to develop solutions within the Financial Crimes space through a range of data preparation, modeling, and visualization techniques, including predictive analysis, pattern recognition and/or Machine Learning.
Uses association rule learning, cluster analysis, anomaly detection, data analysis and visualization (e.g., PowerBI, Tableau), and object-oriented programming (Python, SAS) to identify trends from existing data reports and recommends strategies/analysis that should be performed to mitigate risks.
Consults with the business to understand the business direction, environment and strategies for supported domains/clients; gathers requirements to recommend solutions.
Advocates for self and teammates to encourage the growth of direct and indirect peers toward continual technical and soft skill progression.
Serves as a resource for mathematical skills, business product knowledge, and/or Financial Crimes knowledge.
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.
4 years of experience in financial crimes supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solution
Previous experience gathering business requirements and applying business rules to recommend technology solutions.
Demonstrated experience using fraud rules management to reduce or mitigate loss and fraud exposures.
Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
Knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA, and Reg Z.
Strong written and verbal communication skills, with demonstrated ability synthesizing data and clearly reporting findings.
What sets you apart:
Prior fraud acquisition experience
Fraud Analytics experience specific to retail banking, credit card, debit card, deposits, checking account
Programming experience in data analysis tools, data visualizations, and developing analysis queries and automation techniques utilizing SQL, SAS, Tableau, and Snowflake
System knowledge operating a fraud detection engine tool i.e. Actimize, PowerCurve Originations (PCO), Advanced Defense, Falcon Expert
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $85,040 - $153,080.
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.
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