At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge's goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
The Role:
A critical role on a central team at Forge, the Fund Administration Operations Associate's primary function would be to support all areas of Fund Administration on the Forge platform, taking holistic ownership of the fund lifecycle process.
Success in this role would require being adaptable to an evolving workplace, eager and willing to learn and determined to add value through high-quality work and thoughtful insights.
Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.
Responsibilities:
Support monthly, quarterly, and year-end close processes for SPV trades, including preparing upload templates, reconciling data across platforms, and assisting with quarterly and annual reporting deliverables.
Assist with quarterly valuation processes, including gathering and organizing issuer data from Forge's internal platform, EDGAR, and Pitchbook to support valuation analyses.
Support year-end audit processes by preparing audit support documentation, assisting with confirmations, and coordinating auditor requests under guidance.
Develop a strong understanding of Forge's SPV structures, fund accounting processes, and operational workflows, becoming a reliable resource for day-to-day SPV transactions.
Assist in the full lifecycle administration of SPVs, including entity formation, ongoing maintenance, and liquidity events.
Collaborate with cross-functional internal teams, including Business Development, Finance, Legal, and Compliance, to ensure smooth execution of fund operations and reporting.
Assist in responding to client, investor, and third-party service provider inquiries, including audit and operational questions, in a timely and professional manner.
Qualifications:
Minimum 2 years-4 years of professional experience in operations, consulting, finance, accounting, and/or fund management.
Superior critical thinking skills and demonstrated success working in an entrepreneurial environment.
Superior working knowledge of Microsoft Office.
Excellent attention to detail and verbal/written communication skills.
Comfort performing in fast, high-pressure situations
SS&C Geneva experience a plus.
Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication
For residents of Denver, Colorado the annual salary range for this role is $80,000 - $90,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
$80k-90k yearly Auto-Apply 5d ago
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Trade Operations, Analyst
Forge Global 4.3
Forge Global job in Denver, CO
At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge's goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
The Role:
Trade Operations plays a pivotal role in ensuring the smooth execution of trading activities within the organization. The primary function involves overseeing transactions that are sourced on the Forge platform, taking ownership of all parts of the transaction process, ensuring compliance with internal requirements, and collaborating with management to optimize trading processes. Success in this role would require being adaptable to an evolving workplace, eager and willing to learn and determined to add value through high-quality work and thoughtful insights.
Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.
Responsibilities:
1. Trade Processing and Monitoring:
Develop a thorough understanding of Forge's transaction processes and become the deal point person/central source of knowledge for active transactions.
Review and process trade transactions to ensure accuracy and completeness.
Ensure timely and accurate settlement of trades in accordance with internal policies
2. Compliance and Risk Management
Identify potential risks and collaborate with internal teams to mitigate risk
Ensure all trades comply with internal controls and regulatory (SEC/FINRA) requirements
3. System and Process Improvements
Participate in the implementation of new trading systems or upgrades to existing systems
4. Collaboration and Communication
Work closely with brokers to resolve trade-related issues and ensure smooth settlement
Interact with external parties such as issuers and clients to ensure a seamless, efficient process
Communicate effectively with stakeholders to keep them informed about trade operations and issues
Work cross-functionally with Forge's internal teams, including Business Development, Legal and Compliance.
5. Documentation and Record-keeping
Maintain accurate and comprehensive records of all trade transactions and operational activities
Ensure proper documentation and adherence to record-keeping policies
Requirements:
Minimum of 1 year of professional experience in operations, consulting, finance, accounting, fund management and/or law.
Superior critical thinking skills and demonstrated success working in an entrepreneurial environment.
Excellent attention to detail and verbal/written communication skills.
Comfort performing in fast, high-pressure situations.
Desire to help the team increase operational efficiency and achieve strategic initiatives.
Ability to work independently and as part of a team
SIE and Series 99 to be obtained 90 days from date of hire
Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication
For residents of Denver, CO the annual salary range for this role is $65,000- $80,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
$65k-80k yearly Auto-Apply 4d ago
Manager, Claims Operations - Auto Non Injury Core and Express
USAA 4.7
Colorado Springs, CO 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
We are hiring an Auto Non Injury Express and an Auto Non Injury Core - Manager, Claims Operations.
As a dedicated Manager, Claims Operations, you will lead and be accountable for auto, and other claims operations member service employees who are responsible for serving our members, and providing appropriate solutions as they investigate, evaluate and negotiate the claim. Develop engaged employees through regular coaching and feedback to deliver business results. Complete process improvements, provide feedback on the process and lead organizational process changes. Drive execution of operational risk management, regulatory compliance training, policies and, procedures.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in the following location: Colorado Springs, CO. Relocation assistance is not available for this position.
What you'll do:
Inspect and review quality of claim files and provide feedback to employees as appropriate.
Responsible for ongoing coaching and driving awareness so employees understand how their work and contributions support the overall claims and Enterprise strategies.
Proactively identify opportunities to improve operational effectiveness, member experiences and processes providing feedback to internal partners
Build conditions for success removes obstacles, leads and champions change.
Achieve optimal productivity through leading workload volumes, staffing, training needs, and identifying and implementing appropriate solutions.
Responsible for ongoing monitoring of work to ensure consistent execution of processes and adherence to guidelines and frameworks.
Handle escalations and make appropriate decisions based on the policy.
Facilitate and guide employees through skill identification and developing for career progression. Support projects by serving as a subject matter expert.
Hire, develop, and coach claims employees for results delivery.
Consistently coach employees on claims handling and find opportunities to improve overall process and engagement
Ensure 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.
6 years of progressive customer service, operational, military or leadership experience to include a minimum of 2 years of claims handling experience required with demonstrated proficiency.
2 years of direct team lead, supervisory or management experience.
Experience using and interpreting data to make decisions.
Demonstrated leadership, initiative, customer service and/or claims handling skills.
Acquisition and maintenance of applicable insurance adjuster license within 6 months time in role.
What sets you apart:
Current experience as a Claims Manager or Supervisor
2+ years handling Complex Non-Injury Auto coverage and liability decisioning
2+ years physical damage and/or auto injury claims experience
Strong experience coaching and developing claims adjusters to meet organizational and development / career path goals
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $103,450- $197,730.
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.
$103.5k-197.7k yearly Auto-Apply 1d ago
Senior Crypto Credit Trader - Growth & Strategy
P2P 3.2
San Francisco, CA job
A leading crypto solutions provider is seeking a Senior Credit Trader in San Francisco, California. This role requires deep expertise in credit markets and proven success in financial analysis and trading. The successful candidate will lead strategic initiatives to drive growth and collaborate with stakeholders. The expected base pay ranges from $162,000 to $219,000, plus performance bonuses and equity options, influenced by location and experience.
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$162k-219k yearly 4d ago
3rd Grade Teacher
Accel Schools 4.5
Riverside, CA job
About the Team ACCEL Schools is hiring a highly qualified 3rd Grade Teacher at Riverside Academy in Cincinnati, Ohio dedicated to providing a superior education for all students for the upcoming 2025-2026 school year. We are seeking teachers who are passionate and dedicated to bringing the curriculum to life for each student. We want our teachers to be excited to create a positive classroom environment that prioritizes student learning and social-emotional development.
Be part of the difference at Riverside Academy! Located near the Ohio River and Embshoff Woods Nature Preserve, Riverside Academy has served the westside community of Cincinnati since 2003. The public charter school offers EK-8th grade students a well-rounded, college-prep education featuring a hands-on, social-emotional learning approach. Known for its close-knit learning environment and nurturing teachers and staff, Riverside fosters strong partnerships within the community. Riverside Academy is part of ACCEL Schools, an established network of public charter schools serving K-12 students throughout the United States since 2014.
About the Opportunity:
Responsibilities of the Teacher include to-
Prepare and deliver lesson plans with the ability to modify accordingly during the school year
Differentiate instruction to meet the needs of all students
Maintain accurate and complete records of students' progress and development
Utilize research-based best practices in daily planning and classroom instruction
Manage student behavior in the classroom
Create a positive classroom environment for students to learn in
Utilize school approved curricula that reflects the diverse educational, cultural, and linguistic backgrounds of the students
Implement school-wide culture expectations and norms
Communicate and meet with families regarding the academic and social-emotional growth of their child
Incorporate technology skills into daily classroom practice to support learning
Participate in the planning and implementation of non-instructional activities, as needed
Collaborate and communicate effectively with colleagues
Perform other duties as assigned
About You:
Active and current state of Ohio teaching license in appropriate content area
Bachelor's degree in education or related field
High level of comfort working in a growth-focused coaching environment based on frequent observations, debriefs, action planning, and progress monitoring
Excellent written and verbal communication skills
Ability to properly manage confidential information
Able to supervise students of various ages in different school settings (playground, cafeteria, etc.)
Ability to pass federal and state criminal background checks
Experience working within an urban environment
About Us
"We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances." - Ron Packard, CEO & Founder
ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities.
We offer the following benefits:
Compensation
The salary range for this position is $44,500-54,000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.
Life benefits - time & peace of mind
Paid time off
Retirement contributions
Optional Basic Life and AD&D insurance
Voluntary life insurance (employee, spouse, child)
Discounted childcare at Early Learning Academies locations
Health benefits - stay well & thrive
Medical, dental, and vision insurance
Employee Assistance Program
Voluntary short-term disability insurance
Voluntary long-term disability insurance
Career benefits - keep growing
Career advancement opportunities throughout Accel Schools and our strong network of 4,000+ instructors and education professionals
EQUAL EMPLOYMENT OPPORTUNITY
It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists.
#INDELM
$44.5k-54k yearly 1d ago
Market Executive: Innovation Tech Banking MD
Jpmorgan Chase & Co 4.8
San Francisco, CA job
A leading financial institution seeks a Market Executive in San Francisco to manage relationships within the Software Technology sector and lead banking teams. The candidate will focus on innovative startups and require 15+ years of experience in account management within a Commercial Bank. This role also demands strong communication and problem-solving skills. A competitive salary and benefits are offered for this full-time position, with an emphasis on industry trends and client acquisition.
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A leading tech company in San Francisco is seeking an Events Manager to plan, execute, and manage enterprise-focused events. You will work closely with Sales and Marketing to ensure high-quality event experiences for senior stakeholders. The ideal candidate should have over 5 years of B2B events management experience in a high-growth environment and be adept in logistics and vendor negotiations. This role includes travel (40-50%) and offers a competitive Total Rewards package, including unlimited PTO and a lucrative bonus plan.
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$92k-123k yearly est. 4d ago
Tax Director: Private Equity & International Tax
Gen II 4.5
Denver, CO job
A leading private equity fund administrator is seeking experienced Tax Directors in New York City. The successful candidate will oversee tax compliance for multiple clients, ensuring accurate tax compliance and team leadership. This role requires a minimum of a Bachelor's degree in accounting and substantial experience in U.S. partnership taxation. Competitive salary range is between $160,000 and $180,000, commensurate with experience. The company offers a hybrid work model, with two days in-office and three days remote.
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$50k-88k yearly est. 2d ago
Mtge Home Ln Advisor - Roseville
First Bank 4.6
San Mateo, CA job
Mortgage Home Loan Advisor (Commission-Only)
Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity.
What You Will Be Doing
Sourcing leads for mortgage home loans
Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc.
Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan
Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns
Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met
Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program
Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process
A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings.
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$200k-300k yearly 2d ago
Staff Quality Engineer
Forge Global 4.3
Forge Global job in Denver, CO
At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge's goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
The Role:
Forge's quality engineering team's charter is to improve product quality. We thrive on holding high standards, obsessing over our customers, and living our values of being bold, humble and accountable.
We are seeking a Staff Quality Engineer with at least 8 years of experience owning and delivering quality for large complex financial trading systems. This role will work on our trading team. We are looking for a senior, technical and customer focused candidate who will also embody Forge values. The ideal candidate thrives in team settings and is motivated by creating success all around them through strong communication, shipping great product experiences, and making data-driven decision
Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.
Responsibilities:
Build comprehensive bottoms up Test Strategies for our platform services organization
Write tests plans covering various customer use cases - functional, compliance & legal aspects
Engage is projects from the initiation phase to identify gaps in requirement and failure modes in design
Be a force multiplier to help developers shift testing left
Automate tests based on what's most valuable and high priority and help adopt best practices to improve code quality
Collaborate with Forge's product, design, information security and business team members to quickly grasp domain knowledge.
Develop concise, articulate, and detailed documentation[RP1] [AD2]
Participate in scope definition, requirements analysis, functional and technical design, application build, product configuration, unit testing, and production deployment.
Provide technical expertise and ownership in the diagnosis and resolution of issues, including the determination and provision of workaround solution or escalation to service owners.
Identify defect trends and partner with development teams to fix the root cause
Leverage artificial intelligence technologies to improve the impact and efficiency of testing
Qualifications:
Bachelor's degree in Computer Science, Engineering, or related field (or 5 years software engineering experience)
8-12 years of software testing experience
Fintech, Trading or Financial services industry experience
Experience in leading quality efforts for internet applications
Physical requirements: operate a computer for at least 8 hours per day; give and receive detailed information through verbal and written communication
For residents of the Denver, CO area, the annual salary range for this role is $155,000 - $175,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
$155k-175k yearly Auto-Apply 10d ago
Technology Industry Banker - Growth & Innovation Lead
Jpmorgan Chase & Co 4.8
San Francisco, CA job
A leading financial institution in San Francisco seeks a Technology Associate Banker. The role involves building and managing client relationships, developing new business opportunities, and championing a culture of innovation. Candidates must have at least 3 years of experience in commercial banking and possess strong sales management skills. This position requires an understanding of banking products, excellent interpersonal skills, and the ability to work in a team, making it suitable for proactive individuals passionate about the innovation economy.
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A leading financial institution is seeking a Managing Director for the Venture Capital Relationship Team in San Francisco. The role requires extensive experience in relationship management within the life sciences and venture capital sectors. Responsibilities include deepening relationships with technology venture firms and managing the client experience for portfolio companies. The ideal candidate will have a proven track record of influencing senior stakeholders and knowledge across banking products.
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$165k-257k yearly est. 4d ago
Staff Engineer, Custody
Forge Global 4.3
Forge Global job in Denver, CO
At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge's goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
Forge Trust is a leading provider of self-directed retirement accounts that empower investors to diversify their portfolios with alternative assets. Our mission is to help our clients achieve their financial goals by offering them innovative options, exceptional service, and unparalleled expertise.
The Role:
We are looking for a Staff Software Engineer to join our custody accounting engineering team. This is a critical role for an experienced engineer who excels at designing scalable, secure, and maintainable solutions and enjoys mentoring others. You will collaborate cross-functionally to build innovative financial products and services that power the next generation of retirement and custody solutions. As a staff engineer, you'll play a key role in evolving our technical architecture and ensuring high standards in engineering excellence. This is a hybrid role, with regular in-office collaboration required.
Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.
Responsibilities:
Design, implement, and maintain scalable web applications and backend services using .NET, Messaging, RDBMS, and modern distributed architectures
Collaborate with cross-functional teams to refine product requirements, design system architecture, and conduct peer reviews
Lead by example through high-quality code delivery, technical mentorship, and clear communication
Contribute to Forge's overall technical strategy, ensuring best practices in software development, testing, and deployment
Develop and maintain automated unit and integration test suites to ensure reliability and performance
Support system operations and ensure availability and security meet enterprise-grade standards
Keep up with industry best practices, libraries, and products
Qualifications:
Bachelor's degree in Computer Science, Engineering, or a related technical field
8+ years of software engineering experience, with a strong track record in backend development
5+ years of experience programming with C# and .NET technologies
Experience with integrating with or building accounting or financial services back office systems
Proven ability to develop and maintain distributed web applications and services
Demonstrated success working in fast-paced environments and contributing to cross-functional teams
Experience leveraging AI agents to accelerate development of production-level code
Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication
Preferred Qualifications:
Background in fintech or financial services, especially in custody or retirement solutions
Experience building UIs using JavaScript frameworks such as React, Vue, or Angular
Familiarity with AWS cloud infrastructure
Experience mentoring junior engineers and contributing to technical documentation
Previous experience at a high-growth, venture-backed company
For residents of Denver, CO the annual salary range for this role is $158,000 - $205,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
$63k-103k yearly est. Auto-Apply 4d ago
Senior Manager, InfoSec GRC
P2P 3.2
San Francisco, CA job
At Ripple, we're building a world where value moves like information does today. It's big, it's bold, and we're already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs.
If you're ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value.
WHAT YOU'LL DO:
Regulatory Engagement and Leadership: You will be a key point of contact for all information security matters related to the bank license application. You'll represent the InfoSec GRC team by actively engaging with and providing mentorship to regulators like the OCC and NYDFS.
Technical GRC and Risk Management: You will lead risk assessment processes and identify, assess, and prioritize information security risks across the organization. You'll have hands‑on experience pulling technical evidence, such as logs, configuration screenshots, and audit reports, to validate the efficiency of our security controls.
Compliance and Audits: You will maintain compliance with frameworks like FFIEC, SOX, NYDFS, MAS, DORA, and SOC 2. You will represent technical control operations during internal and external audits, including MAS financial audits and SOX/SOC1 audits, demonstrating a strong solid understanding of our infrastructure, applications, and security processes.
Program Leadership: You will lead end‑to‑end GRC projects, establishing clear metrics and achievements. You will also develop and maintain dashboards to provide insight into compliance status, risk posture, and program efficiency.
Crypto‑Specific Expertise: You will provide technical mentorship on compliance related to stablecoin reserves and financial reporting, including preparing for the required attestation reports to meet regulatory requirements from agencies like the NYDFS.
WHAT YOU'LL BRING:
A Bachelor's Degree in a relevant field or equivalent professional experience.
10+ years of experience in information security risk management and compliance within a highly regulated industry, with a strong background in the financial services or banking sector.
A solid foundation in a hands‑on technical information security role, with experience in areas like security operations or security architecture.
Proven experience with U.S. regulatory frameworks like FFIEC and NYDFS, and a track record of directly working with financial regulators.
Proficiency with common information security frameworks, including SOX, SOC1, ISO 27001, SOC 2, MAS, and DORA.
Direct experience with charter banking or in a similar leadership role at a regulated financial institution or a digital asset company.
Experience with crypto or blockchain technology, particularly in a highly regulated environment, including familiarity with stablecoin reserves and financial reporting requirements.
Hands‑on experience assessing and managing security risks in public cloud environments (preferably AWS) and a strong understanding of their security implications.
Proven ability to create clear, audience‑tailored technical documentation.
Relevant certifications such as CISSP, CISA, or AWS Certified Security are highly desirable.
For positions that will be based in NY, the annual salary range for this position is below. Actual salaries may vary based on numerous factors including, among other things, an individual applicant's experience and qualifications for the position. This range does not include equity or additional compensation, such as bonuses or commissions.
NY Annual Base Salary Range
$196,000 - $245,000 USD
WHO WE ARE: Do Your Best Work
The opportunity to build in a fast‑paced start‑up environment with experienced industry leaders
A learning environment where you can dive deep into the latest technologies and make an impact. A professional development budget to support other modes of learning.
Thrive in an environment where no matter what race, ethnicity, gender, origin, or culture they identify with, every employee is a respected, valued, and empowered part of the team.
In‑office collaboration for moments that matter is important to our culture, and we give managers and teams the flexibility to decide which 10+ days a month they come in.
Bi‑weekly all‑company meeting - business updates and ask me anything style discussion with our Leadership Team
We come together for moments that matter which include team offsites, team bonding activities, happy hours and more!
Take Control of Your Finances
Competitive salary, bonuses, and equity
Competitive benefits that cover physical and mental healthcare, retirement, family forming, and family support
Employee giving match
Mobile phone stipend
Take Care of Yourself
R&R days so you can rest and recharge
Generous wellness reimbursement and weekly onsite & virtual programming
Generous vacation policy - work with your manager to take time off when you need it
Industry‑leading parental leave policies. Family planning benefits.
Catered lunches, fully‑stocked kitchens with premium snacks/beverages, and plenty of fun events
Benefits listed above are for full‑time employees.
Ripple is an Equal Opportunity Employer. We're committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.
Please find our UK/EU Applicant Privacy Notice and our California Applicant Privacy Notice for reference.
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$196k-245k yearly 2d ago
Staff Security Engineer
Forge Global 4.3
Forge Global job in Denver, CO
At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge's goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
The Role:
Our Staff, Security Engineers are both a visionary leader and hands-on builder. As one of Forge's senior individual contributors, Staff, Security Engineers work on our hardest problems. They venture beyond comfortable approaches to pioneer new spaces and inspire others as to what is possible.The security organization is solving interesting problems across a wide range of businesses, from protecting Forge web properties to improving the SDLC to end-point protection to creating security dashboards that provide deep awareness of what is happening and where. Your vision will be instrumental in building innovative solutions that will change the private shares space around the world.
As the Staff, Security Engineer, you will lead security architecture across all production capabilities, will own the vision and push the strategic security roadmap vision for Forge by building and providing the best-in-class security solutions for protecting both to our customers and our organization's information and data.
Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.
Responsibilities:
Assess, write, and deploy production code to continuously mature the Forge's security resiliency
Conduct thorough reviews to analyze security considerations, providing expert guidance for aligning solutions with the standards of a highly regulated financial institution
Drive cybersecurity initiatives such as secure SDLC, security operations, encryption, and identity management ensuring alignment with industry best practices
Improve data visibility and Integration by integrating various data sources to enhance alerts and dashboards, strengthening our ability to detect, respond, and mitigate security threats effectively
Serve as Cybersecurity subject matter expert for cybersecurity matters, providing expert guidance on customer protection, research against evolving threats, and industry trends. Guide internal stakeholders on effective cybersecurity strategies
Ensure compliance through monitoring and enforcing regulations and establishing best practices, collaborating with auditors to maintain a robust security posture for the organization
Qualifications:
Demonstrate exceptional communication skills with a strong sense of ownership and drive, fostering effective collaboration within the team and across the organization
Exhibit experience in dealing with challenges, making decisions with a sense of urgency, and the ability to navigate complex issues efficiently. Have a bias for action coupled with empathy, driving the resolution of difficult technical issues, dependencies, and questions
Showcase the ability to deep-dive into data, identify and quantify opportunities, and design sustainable improvements and solutions
Proactively seek out creative ways to deliver added value within the constraints of time and resources, contributing to the continuous improvement of processes and outcomes Display an appetite for change, pushing the boundaries of what can be achieved within the organization
Experience with Event-Driven architectures is a big plus
Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication
For residents of Denver, CO area the annual salary range for this role is $165,000 - $200,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
$165k-200k yearly Auto-Apply 10d ago
Financial Partner/Universal Associate
Heritage Financial Credit Union 4.4
Wappingers Falls, NY job
Join a Purpose-Driven Team at Heritage Financial Credit Union
Where Integrity, Excellence, Teamwork, and Community Matter!
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union
Engage in conversations with business members about available commercial loan products and their structures
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources
Submit thorough referrals to the Commercial Loan Department
Understand the documentation required for initiating a commercial loan application
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality
Meet or exceed established performance goals
Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures
Performing account and loan intake and funding
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads
Effectively perform Lobby Engagement and First Impression Opening daily
Ability to open and close the branch as assigned by branch management
Requirements:
EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor's degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:
Critical thinker with the ability to creatively solve problems and develop business plans.
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.
Effective communication with team members and peers to foster a supportive and collaborative network.
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.
Needs-based selling with exception product knowledge.
Microsoft Office Software.
$20-23 hourly 1d ago
Senior Manager, Sales and Partnerships, Trust
Forge Global 4.3
Forge Global job in Denver, CO
At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.
With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge's goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.
Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.
Forge Trust specializes in custody of alternative investments, including Private Funds, with 30 plus years of experience and $16B AUC. As a subsidiary of Forge Global, we are uniquely positioned to provide Custody solutions to Private Markets. We understand the industry and can help navigate the associated rules and regulations. With a specific focus on Self-Directed IRAs and providing solutions to financial institutions to create a seamless experience, we increase investor confidence while reducing operational overhead and risk by having funds custodied by us (a third-party). Forge Trust manages investor cash processing on behalf of funds and facilitates investments at the direction of clients, in addition to providing reporting on fund/investor activity.
The Role:
Reporting to the Sr. Director of Custody, the Sr. Manager, Sales and Partnerships will play a pivotal role in driving the revenue growth and ongoing relationships for Forge's Custody (Trust) organization.
The Sr. Manager, Sales and Partnerships will help drive revenue growth via SDIRA, ALTS custody account acquisition, and pipeline development. Acting as the lead salesperson, the individual in this role will put in place and manage processes to drive partner, account, and revenue acquisition within the Custody organization by targeting private fund managers, third-party administrators, registered investment advisors, wealth and asset managers who require a custodian for ALT assets.
The incumbent will be responsible for building relationships and managing the entire sales process from prospecting and pipeline development to closing deals while ensuring the success of institutional partners and HNW clients within the Custody organization. The ideal candidate will be a dynamic sales professional with a proven track record of meeting or exceeding sales targets, particularly within the self-directed IRA or alternative investment sectors. This role requires a strategic, data-driven approach to sales with an emphasis on achieving measurable results. They will have experience collaborating with cross-functional teams, and align with Forge's values of boldness, humility, and accountability.
Ideally the candidate would have experience in TradFi, Alts, Fintech, knows how brokers can work with a custodian utilizing SDIRA.
Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month
Responsibilities:
As Sr. Manager, Sales and Partnerships, you will be instrumental in driving relationship and revenue growth and expanding our market presence. Your responsibilities will include, but may not be limited to:
Revenue Generation: Develop and execute direct sales strategies to meet and exceed sales targets, focusing on new business acquisition within the alternative investment space
Client Acquisition & Pipeline Management: Actively pursue and acquire new institutional clients, financial advisors, and HNWI and maintain a robust pipeline of prospective clients
Relationship Building: Cultivate a strong, long-term relationship with institutional clients and serve as the primary point of contact for clients and prospects
Sales Presentations & Negotiations: Lead sales meetings, presentations, and negotiations. Clearly articulate the value proposition of Forge's Custody services and address clients' needs, ultimately securing new business
Client Education and Support: Conduct webinars and one-on-one sessions to educate prospects on the benefits and logistics of alternative investments within retirement accounts, focusing on compliance and tax advantages
Sales Metrics and Reporting: Establish key performance indicators (KPIs) and metrics to monitor and report on sales performance, adjusting strategies as needed
Qualifications:
3-5 years of proven experience in a direct sales role, preferably within the Self-Directed IRA, custody, or alternative investment sector
Demonstrated success in achieving and exceeding sales targets as an individual
Strong sales and negotiation skills, with a proven track record of meeting or exceeding sales targets
Excellent communication and presentation skills, with the ability to explain complex financial concepts in simple terms
Knowledge of self-directed IRAs, including the process of setting up and investing in alternative assets such as real estate, private equity, and other non-traditional investments
Experience selling to firms with $100mm + AUC
Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication
Preferred Qualifications:
Knowledge of the IRS rules regarding alternative asset IRAs is preferred
Strong analytical skills to assess investment opportunities and trends within the alternative asset space
Experience in TradFi, Alts, Fintech, and know how brokers can work with a custodian utilizing SDIRA
For residents of the Denver, CO area the annual salary range for this role is $90,000 - $120,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.
Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.
Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.
$90k-120k yearly Auto-Apply 4d ago
Events Manager
Norwest Venture 3.3
San Francisco, CA job
Managing pricing and rebates shouldn't be a hassle. Enable's intelligent platform is built for the speed of today's market, eliminating disconnects between pricing strategy and rebate execution. We help companies to increase profitability and simplify the complex with accurate, AI-powered insights, real-time performance monitoring, agreement optimization, and simplified rebate management.
After securing $291M in Series A-D funding and acquiring Flintfox in 2025, Enable is positioned for continued, significant growth. Since the launch of our flagship product in 2016, we have been rapidly scaling our client base, product offerings, and built a team of top-tier professionals committed to reshaping the industry.
Want a glimpse into life at Enable? Visit our Life at Enable page to learn how you can be part of our journey.
We're looking for an Events Manager to define, execute, and scale our enterprise events program. In this hands‑on role, you'll work closely with Enterprise Sales, Marketing, and Customer teams to deliver high‑impact, high‑touch events that support complex buying journeys and long sales cycles.
Own the strategy and execution of enterprise-focused events-including executive experiences, field events, conferences, and partner events-and collaborate cross‑functionally to deliver thoughtful, well‑executed experiences that build relationships and drive meaningful engagement.
Duties and Responsibilities
Plan and execute end‑to‑end enterprise events, from concept and strategy through on‑site delivery and post‑event follow‑up
Partner closely with Enterprise Sales to align events with account‑based strategies and regional go‑to‑market priorities
Deliver executive‑level events such as dinners, roundtables, and customer experiences designed for senior stakeholders
Manage all event logistics, including venues, vendors, timelines, budgets, and on‑site execution
Source, negotiate, and manage external vendors, venues, agencies, and event technology partners
Collaborate with Brand, Product Marketing, Demand Gen, Customer Success, and Marketing Operations teams
Ensure seamless on‑site experiences through detailed planning and contingency management
Track and report on event performance, engagement, and impact to continuously improve the program
Knowledge, Skills, and Abilities
Strong project management and organizational skills with exceptional attention to detail
Proven ability to negotiate with vendors and partners to deliver high‑quality events while driving budget efficiency
Deep understanding of enterprise sales motions and account‑based marketing strategies
Ability to manage multiple events simultaneously in a fast‑paced, hypergrowth environment
Excellent communication and stakeholder management skills
Confident decision‑maker with strong problem‑solving abilities, especially in live event settings
Required Education and Experience
Bachelor's degree in marketing, Communications, Business, or a related field
5+ years of experience managing B2B events, ideally within enterprise SaaS or high‑growth technology companies
Proven experience delivering events that support long sales cycles and complex buying committees
Experience working cross‑functionally with Sales and senior stakeholders
Preferred Education and Experience
Experience delivering executive‑level or C‑suite events
Experience supporting global or regional enterprise sales teams
Familiarity with CRM and marketing automation platforms such as Salesforce
Travel
40% - 50%
Total Rewards
At Enable, we're committed to your professional growth. During the interview process, we will explore your experience, expertise, and role scope. Starting pay is determined by factors like location, skills, experience, market conditions, and internal parity.
Salary/Total Cash Compensation (TCC) is just one component of Enable's Total Rewards package. Enable is committed to investing in the holistic health and wellbeing of all Enablees and their families. Our benefits and perks include, but are not limited to:
Unlimited Paid Time Off: Flexible PTO policy based on trust, balancing personal time and business needs
Wellness Benefit: Quarterly incentive dedicated to improving your health and well‑being
Comprehensive Insurance: Health and life coverage for you and your family
Lucrative Bonus Plan: Enjoy a rewarding bonus structure subject to company or individual performance
Equity Program: Benefit from our equity program with additional options tied to tenure and performance
Career Growth: Explore new opportunities with our internal mobility program
Learning & Development: Access a range of workshops and courses designed to boost your professional growth and take your career to new heights
According to LinkedIn's Gender Insights Report, women apply for 20% fewer jobs than men, despite similar job search behaviors. At Enable, we're committed to closing this gap by encouraging women and underrepresented groups to apply, even if they don't meet all qualifications.
Enable is an equal opportunity employer, fostering an inclusive, accessible workplace that values diversity. We provide fair, discrimination‑free employment, ensuring a harassment‑free environment with equitable treatment.
We welcome applications from all backgrounds. If you need reasonable adjustments during recruitment or in the role, please let us know. Enable International participates in the E‑Verify program in certain locations, as required by law. Learn more about E‑Verify and your Right to Work.
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$92k-123k yearly est. 4d ago
AVP / Customer Service & Sales Manager
Cathay Bank-Headquarters 4.4
Irvine, CA job
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:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch.
DIRECT REPORTS
The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements)
ESSENTIAL FUNCTIONS
Service and Sales Responsibilities:
Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service
Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements
Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements
Establish and manage achievement of assigned team and individual sales production goals
Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services
Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals
May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions
Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate
Operations, Management & Administration Responsibilities:
Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch
Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies
Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications
Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization
Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities
Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc.
May serve as Safety and/or Security Officer for the branch
QUALIFICATIONS
College degree a plus.
Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions.
Thorough knowledge of bank policies and procedures.
General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures.
Direct sales experience desired.
Computer experience (Microsoft Word, Excel, Outlook) required.
Good management skills with emphasis on planning, organization and scheduling.
Excellent verbal and written communication skills.
Bi-lingual English and Chinese (Mandarin or Cantonese) preferred.
OTHER DETAILS
Officer: $26.44 - $31.25 / hour
AVP: $31.25 - $36.06 / 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:
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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.