Fisher Investments jobs in Saint Petersburg, FL - 37971 jobs

Join the 1st Franklin team as a Loan Sales Representative. This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships a Sales Representative, Sales, Representative, Customer Experience, Banking

PORTFOLIO MANAGER II- FUND FINANCE WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Fund Finance Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide customized solutions for asset management clients in support of both their managed Funds and the capital needs of the Firm. Transaction types include (i) capital call and subscription facilities for managed Funds (RLCs used to bridge timing between fund investments acquisition and calling capital from LP investors) and (ii) RLCs/TLs directly to the asset management firm to support working capital, dividend distributions, general corporate purposes, GP investments and partner buy-outs. Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. Provide ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) Comfortable working in a high-volume, fast-paced environment serving financially sophisticated clients. WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree in Finance, Business, or related field Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Intermediate analytical skills, with the ability to interpret complex data and make informed decisions Fund Finance knowledge and expertise WHAT'S IN IT FOR YOU? Compensation - *Hourly Position Starting base salary: $48.66 - $82.86 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-JO1 #GD-JO #CA-JO

SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position! This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial. This position will include a structured path for growth, excellent benefits, and a competitive compensation package. In order to be considered for this opportunity, you must have the following: 3+ years' experience within IT audit or risk assessment Having an active, or near completed CISA, CIA, or CISM certification Previous experience working within a national and public firm Strong communication and collaboration skills If you meet the requirements above and are looking to learn more, please apply with an updated resume.

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

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

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. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

Donor Development Strategies (DDS) in collaboration with your local PBS & NPR station is searching for a dedicated Nonprofit Canvass Director to lead our grassroots efforts. This crucial role involves fundraising and community engagement to support public media outlets like PBS and NPR. We offer a structured 40-hour work week along with comprehensive benefits, including healthcare options, dental and vision plans, a 401(k), and Paid Time Off. Role Overview and Responsibilities The Nonprofit Canvass Director is a pivotal position where you will lead, manage, and inspire a team to meet and surpass fundraising targets. If you are passionate about public media and excel in leadership, we encourage you to apply. Field Leadership and Fundraising Lead by Example: Participate in field canvassing 4-5 days per week. Training: Implement comprehensive training for canvassing staff to ensure achievement of goals. Performance Targets: Meet and exceed minimum set quotas for fundraising and canvassing activities. Staff Management and Development Supervision: Create and implement effective training plans for new and existing staff. Accountability: Ensure staff adherence to schedules, quality standards, and professional protocols. Administrative Duties Data Management: Collect and ensure the accuracy of data related to daily operations and fundraising efforts. Resource Management: Oversee the security and confidentiality of donor contributions and reach goals in financial stewardship. Communication and Collaboration Team Engagement: Maintain open communication channels within the director team and report to the Project Manager. Professional Liaison: Represent DDS professionally in all interactions with stakeholders and team members. Preferred Qualifications and Skills Experience: Prior experience in canvassing, fundraising, organising, or leadership roles is highly desirable. Technological Proficiency: Familiarity with Microsoft Office and cloud-based storage platforms is essential. Communication: Outstanding verbal and written communication skills are necessary for public and team interaction. Organisational Skills: Strong attention to detail, exceptional time management, and multi-tasking capabilities. Work Environment and Physical Requirements Canvassing: Ability to commit to up to 5 hours of outdoor walking most days per week. Flexibility: Must be available to work Saturdays and possibly some holidays. Compensation and Benefits Salary: Competitive pay of $24.00 per hour with potential for bonuses based on fundraising success. Benefits Package: Includes healthcare, vision, dental, 401(k) with employer contributions, and Paid Time Off. Reimbursements: Mileage reimbursements at the IRS Rate for work-related driving. If you are passionate about making a difference through public media and meet these qualifications, your next career opportunity awaits with us! #J-18808-Ljbffr

A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises. #J-18808-Ljbffr

Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr

A technology firm focused on AI safety is seeking a candidate for a mission-driven role that melds engineering with customer empathy. You will be responsible for leading client integrations of trust and safety software, ensuring successful product adoption while also translating client feedback into actionable improvements. This in-person role is based in San Francisco and includes regular travel across the U.S. Competitive salary and equity are offered. #J-18808-Ljbffr

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank. ESSENTIAL FUNCTIONS Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed. Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests. Ensure that all department policies and procedures are updated in a timely manner. Represent the Bank and CRA team at various community events and bank sponsored events. Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment. Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings. Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings. Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations. Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity. Maintain current information for the Intranet, Public File, Bulletin, forms and charts. Assist with CRA activity performance tracking in other areas as needed. Complete assigned training courses in a timely manner. QUALIFICATIONS Education: Bachelor's degree is preferable in Business, Accounting, or Finance. Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred. Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities. OTHER DETAILS $33.65 - $48.08 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr

Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations. Position hours vary between: * 8:30 am - 5:30 pm Monday through Friday * 8:30 am - 2:30 pm Saturday This opportunity is ideal if you are: Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning how to open financial memberships and assist with loan requests. Passionate about financial education and finding solutions. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc. Assists with member research and problem resolution. Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines. Works within given limits and authority; proactively seeks supervisory assistance as needed. Promotes credit union products and services and actively refers members to credit union partners as appropriate. Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization. Is courageous and willing to make decisions that result in positive member outcomes. Development Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives. Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships. Suggests and participates in credit union community service opportunities and events. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility. Regular and predictable attendance and punctuality. Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire Paid sick leave Company-provided life insurance at up to twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Pet Insurance Career Development * Career development opportunities * Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $22.32/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour

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

Top 3 must-have skill sets: Excellent written and verbal communication in English. Proficient in Microsoft Office suite. Prior experience with SAP is a plus. MBR Preparation & Scanning Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed). Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality. Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness. Records Control & Retrieval Manage secure storage and access permissions for scanned and physical MBRs. Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs Track requests, turnaround times, and document issuance/return to maintain chain-of-custody. Compliance & Data Integrity Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times. Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability. Support audits/inspections by preparing document packs, access lists, and evidence of control. Physical & Inventory Controls Maintain organized physical archives; perform periodic inventory and reconciliation of records. Required Qualifications: High school diploma or equivalent; some college or vocational training preferred. 1-3 years of experience in document control, records management, or manufacturing operations. Familiarity with GxP/GDP and SOP-driven environments. Proficiency with scanners and document management systems Strong attention to detail, accuracy, and time management

A nonprofit organization in California is seeking a Nonprofit Canvass Director to lead grassroots fundraising efforts for public media. This pivotal role requires strong leadership skills and a passion for community engagement. The successful candidate will manage a team, train staff, and ensure fundraising targets are met. Competitive pay of $24.00 per hour and comprehensive benefits are offered, including healthcare and 401(k). #J-18808-Ljbffr

Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Analyze, determine, coordinate, and implement continuous process improvements (CPI) to achieve end-to-end business optimization of complex business processes and systems. Research internal processes and capabilities to improve Return on Investment (ROI), enhance the effectiveness of the business and/or services and react effectively to business needs with considerable latitude for discretion. Provide guidance and advice to management on the most efficient use of resources to obtain positive and measurable results. Perform complex process improvement functions under minimal supervision. Lead complex/difficult tasks with advanced analysis and considerable impact, latitude, and scope. Responsibilities Utilize business process reengineering (BPR) techniques, model business processes, and conduct data analysis to examine end-to-end business processes to improve efficiency and operations Provide follow-up to monitor the progress of planned improvement implementation to assure timely action, support and achieved expected benefits Collaborate with functional areas to develop and maintain performance metrics, measurements, methods and targets Obtain and analyze quantitative and qualitative data of business processes to determine solutions and promote data driven decisions Research and evaluate opportunities related to process flow variance deficiencies Develop and implement processes and procedures to ensure correct recording of actual labor times Coordinate with related departments and functions to assure appropriate information flow and understanding of overall process improvement direction Analyze processes and workflows to understand value chain, input/output, to improve and/or automate business performance Leverage best practices gained through process improvement activities to other activities which would benefit from implementation Anticipate internal and/or external business challenges including regulatory; recommend process, product or service enhancements Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output Provide guidance and advice to management on the most effective and efficient use of resources to obtain measurable process improvements Ensure the implementation of new and enhanced processes Ensure business unit awareness of Navy Federal products, services, marketing, promotions, policies and procedures Identify and assess business strategies and opportunities; develop appropriate analytical approaches Full life-cycle project management Establish and lead project teams Develop project plan/scope/schedule/cost/communications Procure and/or manage resources/timelines/deadlines/quality Risk, Issue and Change management Ensure successful project implementation Ensure and/or collaborate with internal business partners to facilitate the design and acquisition of analytical tools required for the architectural design of technical internal solutions to monitor/assess the effectiveness of controls Monitor key performance indicators, determine gaps in performance metrics, and recommend/execute change management techniques for efficiency/quality improvements Perform other duties as assigned Qualifications Advanced knowledge of process mapping/modeling and business process reengineering Significant experience in leading teams in business process improvement initiatives Significant experience in the application of statistical methods, mathematical techniques, forecasting, cost-benefit analysis and related analytical tools Advanced knowledge of market trends, business strategies and technology and their interrelationships Significant experience in working effectively with diverse internal and external contacts Lean Six Sigma certification (L6-S) or the equivalent combination of training, education, and experience Certified Business Process Professional (CBPP) or the equivalent combination of training, education, and experience Certified Business Process Improvement/Reengineering Practitioner (CBPR) or the equivalent combination of training, education, and experience Advanced skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation Advanced skill communicating with all levels within an organization Advanced skill exercising initiative and using good judgment to make sound decisions Advanced research, analytical, and problem solving skills Advanced skill in the analysis of technical issues in order to recommend, develop and/or implement strategies and achieve objectives Advanced analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results or relationships Advanced analytical/quantitative, reconciliation and deductive reasoning skills Advanced verbal and written communication skills Bachelor's Degree in Business Administration, Finance, or the equivalent combination of training, education, and experience Desired Qualification(s) Lean Six Sigma or the equivalent combination of training, education, and experience Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: This is a hands-on role, and you will be working to assist our prospects through the process of becoming bank customers. As Customer Onboarding Manager, you will work with the bank Chief Operating Officer to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team (for which you will be the starting member) will be responsible for managing the end to end onboarding cycle, ensuring that customers have a best-in class-experience. You will build collaborative relationships with key team members from across the organization, and will work closely with the compliance team. You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements. You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us. This is very much a hands-on role, and like the rest of the LevelFIeld Bank leadership team, the successful candidate will be responsible for getting the job done while growing the team in line with the increasing scale of the bank. We are seeking a doer, a leader, and a builder. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. We are seeking to build a cohesive and industry leading team, and working together we can make big things happen. Since we have discovered reading comprehension is a skill not everyone has mastered, to be clear there is NO OPPORTUNITY WHATSOEVER FOR REMOTE OR HYBRID arrangements for this role. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers. Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances. Leadership: Lead, mentor, and grow the Customer Onboarding team. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. About You We are searching for someone with proven process skills and high attention to detail within business critical operations. You must have experience in customer onboarding within a financial institution. Minimum of 5 years financial service industry experience (banking preferred); 3+ years in a customer service/on-boarding or similar role; At least 2+ years of people management experience. Willingness to work flexible working hours, as required. Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements. Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures. Excellent verbal and written communication skills Passion for revolutionizing banking and embracing innovation. Strong interpersonal skills with a commitment to delivering exceptional customer experiences. A team-oriented mindset with a drive to build something extraordinary. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $80,000-$130,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: * Be the voice of Fisher Investments to prospective Canadian clients * Review prospects' personal financial situation and provide solutions * Help qualified Canadian private investors become clients of Fisher Investments * Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management * No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: * 2+ years experience working in financial services * CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years * Bachelor's degree * Multi-year track record of success * Success persuading and educating prospects Compensation: * This role offers uncapped performance-based compensation 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