Galileo Financial Technologies job in Sandy, UT or remote
Employee Applicant Privacy Notice Who we are: Welcoming, collaborative and having the opportunity to make an impact - is how our employees describe working here. Galileo is a financial technology company that provides innovative and revolutionary software products and services that power some of the world's largest Fintechs. We are the only payments innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals. Galileo leads its industry with superior fraud detection, security, decision-making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. We hire energetic and creative employees while providing them the opportunity to excel in their careers and make a difference for our clients. Learn more about us and why we work here at **********************************************
About the role:
The CSR 1 role within the Customer Service organization is a dynamic role that provides consistent customer experience and complex problem-solving opportunities. The role serves as a value add to our clients and their customers. A Galileo Customer Service Representative will be responsible for providing best-in-class service by responding to Inbound inquiries concerning debit card transactions, products, services, disputes, fees, billing errors, payments, or any other requests related to the Galileo products; and act as a rapid response unit for special projects as assigned. This position is Mon-Fri 8:00am-4:30pm.
What you'll do:
* Assisting our customers with issues that they may be having with their accounts and creating an amazing experience
* Understanding and evaluating customer questions in a 1-call resolution
* Take ownership of resolving member inquiries and attempt to foresee causes of additional inquiries
* Strong ability to overcome objections, deescalate inquiries and be genuinely empathetic in conversation with Customers
What you'll need:
* Prior Call Center experience
* Strong individual performance
* A High School Diploma or GED shows that you can stick to something or show the fortitude to finish a difficult task.
* Thorough and accurate in all you do so the customer and agent have the correct information
* Must be able to pass a criminal background check
* Bilingual in Spanish preferred
Nice to have:
* Bilingual Candidates who are fluent in Spanish and English
* Call Center Background - 30 to 60 calls
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
This role may also be eligible for a bonus and/or long term incentives. Your recruiter will provide more information to you. All roles are eligible for competitive benefits. More information about our employee benefits can be found in the link below.
Benefits
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi & Galileo page!
US-Based Base Compensation
$16-$20 USD
Galileo Financial Technologies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
Galileo is committed to an inclusive culture. As part of this commitment, Galileo offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
$16-20 hourly Auto-Apply 29d ago
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Director of Engineering, Cyberbank Core
Galileo Financial Technologies 4.3
Remote Galileo Financial Technologies job
Employee Applicant Privacy Notice
Who we are:
Welcoming, collaborative and having the opportunity to make an impact - is how our employees describe working here. Galileo is a financial technology company that provides innovative and revolutionary software products and services that power some of the world's largest Fintechs. We are the only payments innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals. Galileo leads its industry with superior fraud detection, security, decision-making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. We hire energetic and creative employees while providing them the opportunity to excel in their careers and make a difference for our clients. Learn more about us and why we work here at **********************************************
The Role:
We are seeking an experienced Director of Engineering to lead the technical strategy, development and execution of our next generation bank core, Cyberbank Core. This is a high-impact leadership role responsible for building the services, infrastructure, and data pipelines that power our next-generation lean core banking platform.
This leader will drive the design and delivery of platform capabilities that support scalable, performant, and secure banking products. You'll manage multiple teams, align cross-functional stakeholders, and ensure the services your org delivers accelerate-not constrain-product development across the company.
What You'll Do:
Own the technical vision and delivery execution
Collaborate closely with product, design, and other engineering leaders to align work with business needs
Ensure the codebase and platform supports rapid product development across multiple products and geographies while maintaining quality, compliance, and operational excellence
Attract, retain, and develop top-tier engineering talent
Foster a culture of technical excellence, ownership, and customer-centric thinking
Manage multiple remote engineering teams across platform and framework domains
Ensure reliable, secure, and scalable engineering practices
Drive the design and implementation of scalable, secure, and highly available SaaS services and data engineering pipelines.
What You'll Need:
Bachelor's or Master's degree in Computer Science, Software Engineering, or a related technical field or equivalent experience.
10+ years in software engineering, including 5+ years of proven experience in leadership roles, preferably within mobile and web domain, including backend.
Deep expertise in designing and managing cloud-based solutions with a strong focus on resiliency .
Strong understanding of agile development principles and tools.
Excellent leadership and communication skills, with the ability to influence and collaborate effectively across teams.
Experience with AWS (or other public cloud infra) and modern stacks
Experience working in a regulated industry.
Experience working on banking backends, particularly cores/ledgers, is a plus.
Bi-Lingual Spanish/English is a MUST
Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. This role may also be eligible for a bonus and/or long term incentives. Your recruiter will provide more information to you. All roles are eligible for competitive benefits. More information about our employee benefits can be found in the link below. Benefits To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi & Galileo page! US-Based Base Compensation$198,400-$341,000 USDGalileo Financial Technologies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights Galileo is committed to an inclusive culture. As part of this commitment, Galileo offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
$198.4k-341k yearly Auto-Apply 1d ago
Research Analyst
Goldman Sachs Bank AG 4.8
San Francisco, CA job
Title: Associate - Equity Research, TMT-Media
Division: Global Investment Research
Job Function: Research Analyst
Salary Range: USD 150,000 - 225,000
From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed‑income, currency, and commodities markets, mining big data that enters markets around the world each day to identify game‑changing insights. You'll be part of a team that is intellectually curious, creative, analytical, and passionate about performing market research.
Job Summary and Responsibilities
Build strong industry knowledge of the Media, Cable, and Telecom sectors
Contribute to the generation and execution of investment ideas
Write reports/notes on companies under coverage
Communicate with the equities sales force and traders, clients and company managements
Interpret data and perform analysis on market, economic and technology trends
Qualifications
Bachelor's Degree in Finance, Economics, Accounting, or similar
3+ years experience in Sell Side or Buy side research
Experience covering technology sector-preferably Media
Strong financial modeling and analysis experience
Working knowledge of accounting, finance, and valuation
Ability to work in a fast‑paced, high‑energy environment
Comfortable taking initiative and being resourceful/entrepreneurial
Ability to multi‑task and work with numerous teams
About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Salary Range
The expected base salary for this San Francisco, California, United States-based position is $150,000-$225,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.
Vacation & Time Off
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care
We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Read more about the full suite of class‑leading benefits our firm has to offer.
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$150k-225k yearly 4d ago
Client Manager - US Large Market
American Express 4.8
Sacramento, CA job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
**Job Responsibilities:**
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies
+ Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment
+ Ability to effectively influence and manage change and display solid leadership skills.
+ Sells with integrity, in alignment with compliance and internal partner business requirements.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023645
$89.3k-150.3k yearly 3d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
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
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$155k-236k yearly est. 1d ago
Senior Capital Markets & Credit Analytics Lead
Goodleap, LLC 4.6
San Francisco, CA job
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.
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$105k-140k yearly 5d 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. 5d ago
Controller
Teal Becker & Chiaramonte CPAs 3.9
Albany, NY job
Our client, a well-established, growing real estate management/construction company that currently manages several million square feet of commercial, retail, residential, and hospitality divisions with additional expertise in construction, renovation, leasing and management, is searching for a Controller. This role will be responsible for management of the accounting department and provide human resources leadership. The controller position is responsible for oversight of the accounting operations to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the organizations reported financial results, and ensure that reported results comply with generally accepted accounting principles and standards. In addition, this role will provide oversight of the human resources operations including recruiting, retention, training and development, employee benefits, safety and health.
ESSENTIAL FUNCTIONS
1. Provides President support with regard to development and implementation of administrative, human resources and financial processes. Assessing current accounting and HR operations, offering recommendations for improvement and implementing new processes. Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results. Participate in a wide variety of special projects and compile a variety of special reports when needed. Communicate with all staff, particularly the accounting staff that is supervised by the Controller position.
2. Coordinates the companys month-end close to include oversight of the internal financial reporting. Candidate is responsible for supervising the work of the company's accounts receivable and accounts payable sections. Assures accurate recording and reporting of assets, debt, and property owned. Reviews and approves accounting transactions, oversees maintenance of chart of accounts and general ledger, as well as appropriate record retention. Ensure tight financial controls are maintained across all general ledger accounts and transactions. Also responsibilities with construction accounting and development tracking due diligence dates, payments, etc.
3. Manage HR operations including recruiting, retention, training and development, employee benefits, safety and health.
4. Assists with preparation of tax returns and other organization reporting including sales tax reports. Provides appropriate financial information to authorized users banks, suppliers, employees, customers, federal government (IRS, DOL, SSA) and state governments. Communicate regularly with lenders to ensure that all required information is provided on a timely basis.
5. Custodial and cash management responsibilities include directing activities of banking, receipt and disbursement of monies, and preparation and payment of payroll. Monitors and ensures the availability of funds for company expenditures, manages the companys lines of credit and closely monitors the company cash flows.
6. Oversee payroll process, administers and oversees companywide expense reimbursements, reconcile and workers compensation insurance and payroll tax reporting.
7. Oversee procurement of company vehicle/equipment purchases, company cell phone administration, distribution of K-1s to owners.
8. Oversee maintenance and property management staff.
9. Other reasonable duties as assigned.
MINIMUM REQUIREMENTS
Bachelor Degree in Business or Accounting field and a CPA designation is preferred.
5-8 years of work experience as a senior level accountant with industry experience at the transaction level. Experience in financial roles within construction and/or real estate management is preferred.
Ability to analyze financial statements
Proficient in accounting and knowledge with accounting software systems. The organization is currently uses several platforms for various business units. Experience with Timberline/Sage, Yardi and Appfolio a plus.
Adaptability to tight work schedules and unexpected deadlines and difficulties
Excellent spreadsheet skills and a sound understanding of financial controls and analytical review procedures
Can communicate clearly in verbal and in written form
Must encourage employment development efforts and effectively communicate company culture.
This position is contingent on the satisfactory completion of a background check.
WORKING CONDITIONS
Work Environment: Duties are performed in a temperature controlled, non-smoking office environment. Must be able to work under deadlines as required and expect considerable disruption while performing work assignments.
Compensation details: 150000-175000 Yearly Salary
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$95k-140k yearly est. 1d ago
Technical Documentation Specialist
Source One Technical Solutions 4.3
Fort Worth, TX job
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
$26k-36k yearly est. 2d ago
Sr. Business Consultant
Visa Inc. 4.5
San Francisco, CA job
The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams.
The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives.
This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team.
Essential Functions:
Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes.
Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences.
Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly.
Develop insights driven communication for broad audiences, including executives.
Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary
Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness
Implement regular check ins with initiative teams using tollgate methodology.
Support program milestone tracking and reporting.
Organize transformation meetings and governance processes.
Maintain progress reports and issue trackers.
Assist in creating materials for Transformation Leadership Team Meetings.
Work effectively with global, culturally diverse virtual teams.
Champion organizational change.
This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager.
Basic Qualifications:
8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD
Preferred Qualifications:
9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus.
Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making.
Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.)
Experience in program / project management in a transformation environment, experience in Finance transformation preferred
Strong leadership and ability to influence without direct management of partners and stakeholders
Ability to adapt quickly to changing priorities, assignments, and roles
Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution
Experience with program management and communications tools
Strong attention to detail
Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams
Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently
Ability to anticipate issues before they arise and work to proactively support resolution
Proven track record of driving results, even when faced with ambiguous circumstances
Exceptional personal accountability and the highest of ethical standards
Work Hours:
Varies upon the needs of the department.
Travel Requirements:
This position requires travel 5-10% of the time.
Mental/Physical Requirements:
This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: Salary & Benefits
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,900.00 to 217,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
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$111k-141k yearly est. 3d ago
Financial Services
Morgan Stanley & Co. LLC 4.6
New York, NY job
Fin'l Srvcs: Morgan Stanley & Co. Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below. LLC is hiring for following role in NY, NY: Analyst, Risk/Policy Management to support front office bus.
functions w/in Fixed Income division, incl oversight, control, & strategic initiatives (salary range $120,000
- $125,000).
Position req's rel.
degree &/or exp &/or skills.
For more info & to apply, visit us at & enter JR019013 in search field. xevrcyc
No calls pls.
EOE
JobiqoTJN.
Keywords: Risk Analyst, Location: New York, NY
- 10060
$120k-125k yearly 1d ago
Director-Compliance
American Express 4.8
Sunrise, FL job
This role will play a critical leadership position within the U.S. Commercial Compliance team supporting the U.S. Corporate Card Programs including vPayment, Business Travel Account, Expense Management & Travel Partnerships, @Work, Corporate Account Setup and Spend Enablement, as well as the U.S. issued Global Dollar Card. This person will provide strategic compliance oversight and effective challenge to ensure business strategies and initiatives are compliant with applicable laws, rules and regulations for Corporate commercial products, capabilities and offerings. The compliance efforts for this position will have a particular focus on product development, marketing strategies, risk management initiatives, rewards and benefits, and customer communications.
Job responsibilities include:
Provide effective challenge over business processes and controls aimed to mitigate risk and ensure compliance with regulatory and policy requirements.
Effectively inform on the development and implementation of policy and regulatory requirements in the areas of UDAP, general card practices, general banking, and other relevant federal, state and local regulations.
Play a critical role within each of the Compliance program elements of the Compliance Target Operating Model, covering BU support functions.
Oversee and effectively challenge on applicable regulations and policies, monitor performance and emerging risks to assess the efficacy of mitigating controls, procedures and practices within the business.
Collaborate with key compliance subject matter experts as well as partners across the Enterprise, such as the General Counsel's Organization, Audit and Operational Excellence groups.
Qualifications
Deep regulatory knowledge of the financial regulations applicable to U.S. corporate card products including UDAP.
Prior credit card industry, compliance, legal or risk experience is a plus.
Strong relationship and leadership skills with proven ability to communicate and collaborate effectively at all levels of the organization.
Ability to exercise good judgment in the development and pursuit of compliant solutions.
Prior experience of leading and developing high performing teams is a plus.
Excellent written, verbal, research, analytical, and interpersonal skills.
Strong project management skills, ability to lead multiple projects and support multiple priorities simultaneously.
Demonstrated ability to make decisions independently, work well under pressure, meet deadlines and adapt easily to frequent change.
Bachelor's degree required; advanced degree preferred.
Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$123k-215.3k yearly 3d ago
Strategic PM, Payments - Risk & Compliance
Veem 4.5
San Francisco, CA job
A leading financial technology firm based in San Francisco is seeking a Principal Product Manager for Risk & Compliance to drive the vision and roadmap for compliance products. This role requires extensive experience in product management related to risk and compliance within the fintech sector. You will collaborate with various teams to ensure regulatory adherence while innovating customer-friendly solutions. The position offers a competitive salary, equity options, and a flexible working environment.
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$76k-116k yearly est. 2d ago
Client Technical Support
Galileo Financial Technologies 4.3
Galileo Financial Technologies job in Sandy, UT or remote
Employee Applicant Privacy Notice Who we are: Welcoming, collaborative and having the opportunity to make an impact - is how our employees describe working here. Galileo is a financial technology company that provides innovative and revolutionary software products and services that power some of the world's largest Fintechs. We are the only payments innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals. Galileo leads its industry with superior fraud detection, security, decision-making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. We hire energetic and creative employees while providing them the opportunity to excel in their careers and make a difference for our clients. Learn more about us and why we work here at **********************************************
The role
As a Client Technical Support Tier 1 Support Specialist you will provide B2B technical support for business partners, clients, banks, and external contact centers that do business with Galileo. We are looking for an analyst that is equally passionate about cultivating a best-in-class experience for our clients and internal partners.
What you'll do:
* Perform initial work of cases and assign or escalate them to corresponding teams
* Diagnose, troubleshoot and resolve cases following Standard Operating Procedures (SOPs)
* Interact with clients to provide updates, request additional information, validate resolution, etc.
* Keep clear and extensive case documentation
* Serve as a primary initial point of contact for clients via phone, tickets, and other channels as needed
* Become a specialist in Galileo's offerings to provide clients with detailed responses that address and resolve situations and also offer solutions to meet desired outcomes
* Assist with the maintenance and updating of client configurations to ensure service continuity
* Deliver results to clients in a timely fashion while providing first-rate customer service and excellent communication skills
* Meet individual and team goals, objectives, responsibilities, and priorities
* Work with your direct manager with the goal of contributing to operational success
What you'll need:
* 1-2 years general customer service experience
* Financial-services-specific customer service experience preferred
* 2+ years in a business to business Technical Support role preferred
* Experience in resolving technical issues following SOPs, technical documentation, etc.
* High attention to detail, with the ability to execute precise system updates or data entry with zero errors
* Comfort learning and navigating proprietary administrative dashboards or configuration management tools
* Strong written communication skills are required to answer questions and communicate issues clearly & concisely to peers, customers, as well as management
* Ability to react to change quickly and implement new processes & procedures
* Ability to work independently with little or no supervision
* Professional demeanor and excellent work habits are essential WORK
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
This role may also be eligible for a bonus and/or long term incentives. Your recruiter will provide more information to you. All roles are eligible for competitive benefits. More information about our employee benefits can be found in the link below.
Benefits
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi & Galileo page!
US-Based Base Compensation
$19.20-$34.50 USD
Galileo Financial Technologies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
Galileo is committed to an inclusive culture. As part of this commitment, Galileo offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
$19.2-34.5 hourly Auto-Apply 29d ago
Assistant Project Manager
Allegiance Group 4.4
New York job
Assistant Project Manager
Compensation: $90k-$120k + benefits
Our client is a NYC General Contractor experiencing rapid growth. They are looking for an ambitious Assistant Project Manager to join their team and develop into a future Project Manager.
Role Overview:
This role is ideal for an APM looking to step up and gain hands-on experience delivering commercial projects. You will work closely with senior leadership and field teams to support project delivery.
Responsibilities:
Support Project Managers across active job sites
Track RFIs, submittals, schedules, and documentation
Assist with budgets and change orders
Coordinate subcontractors and field teams
Attend site and client meetings
Support projects from start to finish
Requirements:
2+ years' experience in construction (GC or subcontractor)
MEP experience not required (bonus if you have it)
Strong organizational and communication skills
Eager to grow into a Project Manager role
Benefits:
Medical, dental, vision, 401(k) match, 15 days PTO
$90k-120k yearly 4d ago
Principal Software Engineer
Galileo Financial Technologies 4.3
Remote Galileo Financial Technologies job
Employee Applicant Privacy Notice
Who we are:
Welcoming, collaborative and having the opportunity to make an impact - is how our employees describe working here. Galileo is a financial technology company that provides innovative and revolutionary software products and services that power some of the world's largest Fintechs. We are the only payments innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals. Galileo leads its industry with superior fraud detection, security, decision-making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. We hire energetic and creative employees while providing them the opportunity to excel in their careers and make a difference for our clients. Learn more about us and why we work here at **********************************************
Who we are
Welcoming, collaborative and having the opportunity to make an impact - is how our employees describe working here. Galileo is a financial technology company that provides innovative and revolutionary software products and services that power some of the world's largest Fintechs. We are the only payments innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals. Galileo leads its industry with superior fraud detection, security, decision-making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. We hire energetic and creative employees while providing them the opportunity to excel in their careers and make a difference for our clients. Learn more about us and why we work here at Galileo.
The role
As a Principal Software Engineer at Galileo, you will lead broad, impactful projects across multiple teams as one of the senior-most technical contributors. Your influence will span across teams, projects and locations, shaping both our technical direction as well as how our teams build and operate software systems.
You will be hands-on and in the details as an exemplary practitioner for both the software we develop, as well as the tools and techniques we use to test, release and operate it. You will help teams evolve code-bases to ship improvements safely and frequently. As part of this, you will steward a broader engineering community and mentor others.
You will proactively identify the problems to solve and advocate for the right organization priorities. This role is inherently cross-functional and you will work closely with engineering, product, risk, compliance, data, legal, and executive teams to define and execute on technical strategy. You'll face and solve a wide range of challenges: technical, product, and operational, shaping your personal growth and career along the way.
What you'll do
Be a technical advisor to the VP of Engineering, weighing in on a variety of topics concerning the evolution of our platform.
Own driving Galileo's software architecture and systems forward, setting long term direction and executing on it across multiple teams and quarters. While we have a strong need for a focus on our data architecture and data engineering systems, your role will be exposed to the entirety of our platform.
Build as an exemplary practitioner: you will get to be hands-on developing software, and set a high quality standard for teams to follow.
Define the right boundaries, APIs, and integrations between our teams and with our clients and partners to set us up for technical and business success.
Solve complex engineering problems endemic to high-availability, low-latency, scalable distributed systems.
Execute large-scale projects, leading design, planning, and execution across multiple teams to drive technical directions and product outcomes.
Proactively identify broader problems and opportunities. Anticipate and design the next generation of our systems and products.
Raise the quality of our engineering teams: you will identify opportunities and advocate for improvements to the way we write software, our approach testing and quality, and shape the habits and processes of highly effective teams.
Mentor and coach to individuals and teams across the company. Steward engineering communities, fostering design collaboration and mindshare.
Articulate how technical architecture and team structure interact, provide input to the right organization structure to deliver on our engineer goals.
Strategic advisor to leadership, representing technical strategy to business and executive stakeholders, and participating in strategic planning.
Continuously drives improvement, new practices and operational excellence initiatives across the department (e.g. multiple groups).
Raises the quality of department and products. Be able to stand up processes, mechanisms, or tools to improve engineering excellence, operations, and quality of our technology.
Through a combination of working through others and their contribution, improves the department's systems by championing improvements in code, design, and operational reviews. Leads initiatives that improve department software quality and operations. Be a stakeholder in engineering norms and standards for code quality, software quality, and operational excellence for your department.
What you'll need
10+ years programming experience, mastery of software development independent of language
Advanced expertise in designing, building, and operating large-scale fault-tolerant distributed systems, applications, databases, and workflows.
Demonstrated experience with continuous delivery principles and techniques: you've built systems with layered test automation that is always safe for automated releases to production, enabling a great, low-cycle time developer experience.
A high standard for what “great” looks like, and experience continuously improving legacy systems to reach it.
Strong judgment, experience recognizing and driving out critical decisions in a balanced and pragmatic way.
Experience building systems with public cloud infrastructure, preferably AWS.
Excellent verbal and written communication skills, Spanish a plus.
Ability to lead and influence technical direction across multiple teams.
Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. This role may also be eligible for a bonus and/or long term incentives. Your recruiter will provide more information to you. All roles are eligible for competitive benefits. More information about our employee benefits can be found in the link below. Benefits To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi & Galileo page! US-Based Base Compensation$192,000-$330,000 USDGalileo Financial Technologies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights Galileo is committed to an inclusive culture. As part of this commitment, Galileo offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
$192k-330k yearly Auto-Apply 1d ago
Director of Sales - Located in San Francisco Bay Area
Valid8 Financial, Inc. 3.6
San Francisco, CA job
At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.
Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:
We Show Up for Each Other: We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
We Build: “Outside the Box” is our playground. We're not afraid to innovate and tackle tough problems - we're here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
We Get Stuff Done (GSD): We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
We Do the Right Thing: We're dependable, trustworthy, and proud of our professional standards.
Primary Responsibilities and Attitude
As the Sales Director you are someone who loves to build, takes initiative and enjoys working in a fast-paced environment. You possess the ability to collaborate and build strong relationships, both internally and externally, but you aren't afraid to get your hands dirty in the technical aspects of the business. You will be responsible for developing and implementing strategies to drive transfer agent and corporate trust business growth through the acquisition of new clients and expansion of existing client and legal relationships. In addition, you are responsible for the following areas within the company:
Growth:
Develop and implement sales strategies to drive business growth and meet sales targets
Clearly define significant opportunities within target markets and ensure these opportunities are fully pursued.
Identify new business opportunities and potential clients through market research, networking, and other lead generation activities, specifically with law firms.
Maintain up-to-date knowledge of industry trends, competitor activities, and market conditions to inform sales strategies and tactics.
Build and maintain key customer relationships and develop and implement strategies for expanding the company's customer base.
Develop and deliver sales presentations and proposals.
Monitor and report on sales performance, using data analysis to identify areas for improvement and make recommendations for change.
Provide strategic and operational leadership for the organization, working closely with the senior leadership team and broader Sales team.
Collaborate in creating short-and long-term strategic plans
Skills and Experience
5+ years' experience, preferably focused in capital markets, law firm, or consulting
Strong sales experience with proven success
Law firm network
Strong analytical and organization skills
Exceptional problem-solving skills and high attention to detail
Advanced communication skills (written and oral)
Advanced proficiency with Office 365 (Excel, Word, PowerPoint) and Adobe Acrobat
What We Offer:
Paid Time Off: Vacation Days, Sick Days, Birthday off, Bonus Day
Benefits: Extended Health, 401K Matching, Dental, Life Insurance, ADD, Critical Illness, Short Term Disability, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account.
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$68k-103k yearly est. 5d ago
Asset Management Specialist
Marqeta 4.0
Remote or Oakland, CA job
We are seeking a highly organized and technically capable Asset Management Specialist to manage the full lifecycle of IT hardware assets across our global organization. This role is central to maintaining accurate inventory, planning procurement based on business needs, and ensuring proper chain-of-custody for devices under legal or compliance requirements.
The ideal candidate combines strong attention to detail with technical competence and sound judgment. They thrive in a dynamic environment, balancing planning, logistics, and hands-on technical work to support smooth IT operations and compliance readiness.
This role is based in Oakland, CA and must be in the office 5-days a week.
The Impact You'll Have
Oversee the end-to-end lifecycle of IT hardware assets - from procurement and deployment through retirement and disposal.
Maintain accurate and up-to-date inventory across all global locations using the organization's asset management systems (e.g., Jira, ServiceNow, or equivalent).
Partner with HR and IT Support to forecast device needs for new hires, refresh cycles, and break/fix replacements.
Plan and coordinate purchase orders for laptops, peripherals, and other IT assets in alignment with budget and lead times.
Manage hardware logistics - receiving, imaging, asset tagging, shipping, and returns.
Track and manage software provisioning and procurement as needed.
Ensure compliance with legal and security standards, including secure handling and documentation for systems placed on legal hold.
Perform forensic data preservation and system backups in coordination with Legal and Information Security teams, maintaining strict chain-of-custody documentation.
Collaborate with IT Support and Engineering to define standards for hardware models, accessories, and configuration baselines.
Continuously improve asset management processes, automating tracking and reporting where possible via planning, documentation, and optimization
Who You Are
3+ years of experience in IT asset management, logistics, or operations, ideally within a global or multi-site organization.
Highly detail-oriented with a process-driven mindset.
Strong understanding of hardware lifecycle management and inventory best practices.
Experience working with asset tracking tools (e.g., Jira, ServiceNow, Oomnitza, Lansweeper, or similar).
Familiarity with forensic data preservation tools and imaging processes (e.g., EnCase, FTK, or open-source equivalents).
Ability to handle sensitive and confidential data with discretion and precision.
Excellent planning, organizational, and communication skills.
Proficiency with spreadsheets and reporting tools for tracking and forecasting inventory.
Ability to lift and transport equipment as needed (typically
Demonstrated ability to work both independently and collaboratively with distributed teams.
Strong sense of ownership and accountability.
Nice-To-Haves
Technical background or certification (e.g., CompTIA A+, ITIL, JAMF, or similar).
Experience in the Financial Services sector supporting legal, InfoSec, or compliance functions.
Familiarity with device imaging, encryption, and data sanitization standards.
Knowledge of hardware logistics, software license management and maintaining budgets.
Typical Process
Application Submission
Recruiter video call
Hiring manager video call
Virtual “Onsite” consisting of four 45-60 min video calls
Offer!
Compensation and Benefits
When determining salaries, we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire base salary range for this position is $92,900 - $116,100.
We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company.
Along with monetary compensation, Marqeta offers
Multiple health insurance options
Flexible time off - take what you need
Retirement savings program with company contribution and after tax contributions
Equity in a publicly-traded company and an Employee Stock Purchase Program
Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave
Free therapy sessions, financial and professional coaching, and legal advice
Monthly stipend to support our remote work model
Annual “development dollars” to support our people growth and development
Through Flex First, the freedom to live and work wherever you and your family thrive
About Marqeta
Marqeta is on a mission to change the way money moves. We're one of the earliest enablers of embedded finance, a market opportunity sized up in the trillions. Our card issuing platform provides unprecedented flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real time. Marqeta is powering the most well known brands in the new economy (Block, Cash App, Affirm, Instacart, Doordash, Uber, Walmart, etc). You don't need to be a Payments expert to join the Marqeta Team, let us help you with that. This is the opportunity of a lifetime to work with innovators around the world and unlock equitable financial access for all.
Marqeta's Values
- Solve for the Customer: With a deep understanding of our customers' business and empathy for their needs, we deliver products and services that drive their success. Earning and keeping their trust guides everything we do.
- Do What's Right: Knowing businesses and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high-quality results that our customers count on. We own our work from start to finish.
- Simplify and Innovate: We approach challenges with curiosity and take smart risks. Innovation comes from finding better, simpler ways to achieve extraordinary outcomes.
- Win as a Team: We succeed together by embracing diverse perspectives and pushing each other to raise the bar. We lead with humility and set aside hierarchy to work as a team.
- Make it Count: We drive forward with focus and agility. With a sense of urgency and purpose, we get the job done, and done right.
Equal Employment Opportunity, Accommodations and Privacy
Marqeta is an equal opportunity employer committed to an inclusive workplace that fosters belonging. We do not discriminate based on race, color, religion, sex (including pregnancy, lactation, childbirth, or related medical conditions), veteran status or uniformed service member status, age, national origin or ancestry, citizenship or immigration status, physical or mental disability, gender identity, gender expression, sexual orientation, genetic information (including testing or characteristics) or any other characteristic protected by applicable law. We also consider qualified applicants with criminal histories, consistent with legal requirements.
Marqeta endeavors to make reasonable accommodations for applicants with disabilities. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please submit this form with your specific accommodation request.
Personal data that is provided as part of the application and recruitment process is processed in accordance with the Applicant Privacy Notice. Additional information for California residents can be found here.
$92.9k-116.1k yearly Auto-Apply 6d ago
Customer Onboarding Manager
Levelfield Bank 3.7
Houston, TX job
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.
$80k-130k yearly 5d ago
Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
#J-18808-Ljbffr
$58k-118k yearly est. 5d ago
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