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  • Remote Equity Trader Position

    T3 Trading Group 3.7company rating

    Remote hedge fund trader job

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $56k-103k yearly est. Easy Apply 60d+ ago
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  • Mutual Fund Trader - Series 7 & 63

    LPL Financial 4.7company rating

    Remote hedge fund trader job

    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Mutual Fund Trader will provide a high level of subject matter expertise with Mutual Fund, UIT, and Precious Metals products and operational functions. The primary focus of the trader is to deliver an extraordinary service experience and provide operational trading support to our financial advisors, staff, and their clients in an inbound call center environment. This role will also provide backup support to other internal support desks, including Equity Trading, Enhanced Trading, and Trading Operations. The role requires individuals seeking a collaborative, fast-paced environment, are client-focused, and are able to execute in a way that encourages creativity and continuous improvement. Being flexible and adaptable to competing priorities will be key success factors for this position. Responsibilities: Supporting Advisors, clients, and internal business partners with trading inquiries which may include order placement, research, corrections, and systems troubleshooting involving trading products. Assisting internal employees through knowledge sharing, escalation support, and ensuring problem resolutions are reached. Participation in weekly team huddles and bi-monthly staff meetings to build mutual trust, respect, and cooperation among team members. Building and leveraging relationships with internal LPL departments, 3rd party vendors, transfer agents, and sponsors to assist with escalations, improve processing pain points, mitigate risk to the firm, and safeguard against trading compliance violations. Acting as liaison for Financial Advisors who may raise inquiries regarding mutual fund/UIT prospectus or assistance with navigating LPL's trading platform and resources. Identify risk, analyze procedures, and work with managers to resolve procedural gaps. When applicable, determine if a Technology incident should be raised for further investigation. Taking consultative approaches to identify opportunities that increase operational efficiency and improve the Advisor/client experience. Coordinating with internal teams, mutual fund sponsors, and transfer agents for trade related issues/pain points and action said provisions to improve processes. Work to ensure a positive outcome for Advisors/clients while also minimizing the possibility of a reoccurring negative experience. Work through complex situations to understand the root cause of problems and determine economical solutions. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 3+ years of financial services, preferably in Trading Series 7 and 63 required Registration in all US States & Territories is required upon hire Core Competencies: Proficiency in standard computer knowledge (including software skills) and must be able to follow audible troubleshooting instructions if/when necessary Strong MS Office skills required. Attention to detail Ability to work with other departments Strong analytical and communication skills Ability to work independently and within a group setting Ability to handle fast paced and deadline driven environment Preferences: Knowledge of Mutual Fund, UIT and Precious Metals markets Knowledge of trading regulations and requirements General knowledge of Equities and Bond markets Beta, Morningstar, Siebel, ClientWorks experience preferred Series 24 preferred, but not required VBA macros knowledge Pay Range: $28.85-$48.08/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25
    $28.9-48.1 hourly Auto-Apply 33d ago
  • Senior PM / Trader / Quant

    Tanius Technology

    Remote hedge fund trader job

    At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and test new trading systems. Your role will include using the latest machine learning techniques to analyze mountains of market data and apply them to new and existing trading models. As a researcher you will work closely with traders and developers to analyze market data and trading strategies, and develop new ways to approach the market. You need to have a working skillset in programming, preferably python, with some exposure to C/C++ or other compiled languages. On the statistics side, you will need a working knowledge of statistics and linear algebra. For this senior role, we are expecting a track record of performance on large projects / trades. Tanius maintains a large suite of tools to enable fast, iteratable research, including very large on premise clusters for optimization and fitting as well as a suite of programmatic apis to our custom tick database and fitting systems. Whatever research you are doing, we'll be able to help scale it quickly. This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading.
    $87k-150k yearly est. Auto-Apply 60d+ ago
  • OTC Derivatives Sales Trader

    Anchorage Digital

    Remote hedge fund trader job

    At Anchorage Digital, we are building the world's most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the first federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. Are you passionate about the fast-paced world of Over-The-Counter (OTC) derivatives on cryptocurrencies and possess a knack for building strong client relationships? Do you thrive in a dynamic environment where your market insights and strategic thinking directly contribute to the growth of our business? Do you enjoy working with customers to help find solutions for their needs? If so, we have an exceptional opportunity for you! Join our team as an OTC Derivatives Sales Trader, where you will be at the forefront of connecting a wide range of client personas with tailored crypto derivative solutions, navigating complex market dynamics, and driving revenue generation. This role offers a unique platform to leverage your expertise, expand your network, and make a significant impact within a collaborative and high-performing culture. Get ready to immerse yourself in the intricacies of global markets and play a pivotal role in shaping our clients' investment strategies. We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the OTC Derivatives Sales Trader role:Technical Skills: Drive - Proactively identify and pursue new business opportunities within the OTC derivatives space. Demonstrate a strong sense of urgency and a results-oriented approach to customer service while also achieving and exceeding sales targets. Build - Establish and nurture strong, long-term relationships with institutional clients, understanding their specific needs and providing tailored derivative solutions. Develop a deep understanding of our product offerings and their applications. Develop - Use programming skills to find efficiencies in work flows and operational processes, reducing manual effort and the human error surface area. Complexity and Impact of Work: Lead - Take ownership of client relationships and sales processes, guiding clients through the execution of complex derivative transactions. Provide market insights and strategic advice to help clients achieve their financial objectives. Manage - Effectively manage a portfolio of client relationships, ensuring their ongoing satisfaction and identifying opportunities for additional trading needs. Navigate regulatory requirements and internal compliance procedures. Organizational Knowledge: Collaborate - Work closely with trading, structuring, legal, and operations teams to develop and deliver comprehensive solutions to clients. Share market intelligence and client feedback to enhance our product offerings and strategies. Deliver - Ensure the seamless execution of trades and the efficient delivery of post-trade services to clients. Maintain accurate records of client interactions and trading activities. Communication and Influence: Listen - Actively listen to clients to understand their investment goals, risk tolerance, and market views. Solicit feedback to continuously improve our service and offerings. Contribute - Articulate complex derivative concepts clearly and concisely to clients, both verbally and in written presentations. Effectively communicate market trends and trading strategies. You may be a fit for this role if you have: A strong understanding of OTC derivative products, particularly forwards and options trading Proven experience in a client-facing salestrading role Demonstrable track record of building and maintaining successful relationships with institutional clients (e.g., asset managers, hedge funds, corporations, banks) Excellent communication, presentation, and negotiation skills, with the ability to explain complex concepts clearly Strong analytical and problem-solving abilities, with the capacity to understand and address client-specific needs A solid understanding of relevant market regulations and compliance requirements A Bachelor's degree in Finance, Financial Engineering, Statistics, Economics, or a related quantitative field. Although not a requirement, bonus points if: Existing network of institutional clients within the relevant market segments Programming experience, particularly focused on operational efficiencies and auditability Strong background in macro trading and dominant themes in a variety of markets such as crypto, equities, fixed income, energy and fiat currencies. You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. :) About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 600 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.
    $81k-143k yearly est. Auto-Apply 60d+ ago
  • Future Role at Catio

    Catio

    Remote hedge fund trader job

    Catio is building the world's first AI-powered Copilot for Tech Architecture-helping CTOs, architects, and developers plan high-ROI architectures, modernize and optimize their tech stacks, and make faster, smarter decisions using AI-driven intelligence. Backed by top-tier VCs and led by industry experts in AI, cloud, and enterprise architecture, we aim to democratize the intelligence and know-how for designing, evaluating, and evolving world-class tech stacks across industries worldwide. Join Our Talent Community for Future Roles at Catio Although we may not have a role open for you currently, we're in the midst of aggressive scaling and are always on the lookout for exceptional individuals to join our dynamic team in the future. We encourage you to apply. Why Consider a Future at Catio? Innovative Impact: We're not just developing a product; we're building a platform that has the potential of revolutionizing how companies can harness world class level tech stacks to propel their business. Culture of Collaboration: Thrive in a fully remote workplace that champions diversity, creativity, and thought leadership, working from anywhere with an amazing team. Unmatched Benefits: Enjoy a comprehensive benefits package, including health, dental, vision insurance, unlimited PTO, and a supportive work-life balance. Be Part of Something Bigger: Your work at Catio will have a tangible impact on companies worldwide, democratizing access to advanced tech architecture intelligence and know-how. Who We're Looking For: We're keen to connect with exceptional individuals who are passionate about technology, eager to tackle challenges, and ready to contribute to a dynamic team. While we're not hiring now and are gearing up to scale aggressively toward middle 2024, we're interested in hearing from individuals across various disciplines who believe they can become bar-raisers and can contribute meaningfully to our mission, to build the relationship! How to Express Interest: If you're inspired by the prospect of shaping the future of tech stack architectures and want to be considered for future opportunities with Catio, we invite you to share your resume and a brief note about your interest and potential fit for our team. Join our talent community today, and be the first to know about exciting roles as they become available. Catio: Where Your Future Is Built Today Shape the Future with Catio Join a world-class team of AI, engineering, and business leaders from Splunk, Atlassian, Dropbox, and more to build a category-defining platform. At Catio, we offer top-tier compensation for startups at our stage, ensuring highly competitive salaries along with significant equity in a rapidly growing, VC-backed company. We are also committed to fostering an inclusive and diverse workplace and welcome applicants of all backgrounds and identities. Join us and help revolutionize how companies plan and optimize their tech stacks using AI-driven intelligence!
    $71k-120k yearly est. Auto-Apply 60d+ ago
  • Commodities Trader/Product Developer

    Azure Farms Inc.

    Remote hedge fund trader job

    Job DescriptionDescription: About Azure Standard Azure Standard is the largest independent food distributor in the United States, serving families, retailers, restaurants, and manufacturers with the highest quality natural, organic, and non-GMO foods. Azure is a mission-driven company rooted in a passion for healthy and abundant living. As a family-owned and faith-led business, we operate by a set of deeply held core values: We care about people We build relationships We do what's right We forgive and embrace the moment We serve with joy We live with purpose At Azure, you're not just part of a company, you're part of a movement that believes in sustainable food systems, honest business practices, and building community through meaningful service. Basic Job Purpose/Function: The Import Commodities Trader is responsible for all aspects of the procurement of bulk and natural/organic food products at Azure Standard within their account range designated by the Purchasing Manager. The Commodities Trader sources products, ensures quality, maintains customer satisfaction, researches opportunity vs risk, prices Azure Market and Azure Market Organics Brand bulk products. In addition, this position handles all Azure Mill direct and custom processing of sales and works with various departments to keep processes running smoothly. Job Duties In collaboration with the Product Discovery team, source and add the right new bulk products at the right price to serve Azure customers. Create new suppliers folders, onboard approved products. Source direct suppliers of products vs brokerages whenever possible. Research market pricing for contracts and handle price negotiations with suppliers. Create purchase orders and time arrivals to ensure product availability. Develop and maintain relationships with high quality manufacturers and suppliers. Create and maintain contracts with suppliers and work with the purchasing team on timely delivery of those contracts. Work with the CFO to keep inventory contracts within budget. Service Azure Wholesale Team to handle customer demand through pricing and order fulfillment methods. Develop and maintain relationships with custom manufacturing accounts and work with our in-house manufacturers to ensure timely delivery of the product. Maintain customer pricing on all commodity type Azure Market and Azure Market Organic products, with focus on Azure Market Organics as primary and Azure Market as to when products are not available in Organic form. Understand the necessary documentation required for onboarding and maintaining organic products and the ability to review them accurately. Works with the marketing team and other departments to maintain and supply product information and documentation in a timely and accurate manner. Works closely with the logistics department to handle nonstandard loads to and from vendors and customers. Updating the warehouse receiving team with any special needs or instructions. Ensure product quality throughout product development projects, obtaining samples and quality checks at the warehouse. Closely analyze best international freight rates and develop relationships with several shippers around the world to ensure proper freight methods Manage communications with domestic freight brokers on importation Stay current on world's tax and tariff schedule to ensure pricing structure Use critical thinking processes in all decision making Apply SMART technique methods Works closely with all stakeholders to achieve expectations of the Azure product Brands Achieves milestones All other duties assigned by the Purchasing Manager. Requirements: REQUIREMENTS Lives and demonstrates Azure Core Values. Experience in commodities trading, importing/exporting. Ability to build excellent relationships for sales and provide superior customer service. Deep understanding of natural/organic food and lifestyle. Great communication and leadership skills. Proficient spreadsheet and business analytics skills. Knowledgeable in food safety and organic standards. WORKING CONDITIONS This is primarily a remote position, but requires traveling to Azure from time to time for meetings, training, company events, travel to food shows etc. Should be able to sit for prolonged periods of time. Have reliable high speed internet and quiet office working conditions. WORK ENVIRONMENT REQUIREMENTS Must have a high-speed, stable internet connection with a router capable of a wired (plug-in) connection. Must have a dedicated, distraction-free workspace suitable for focused, professional work. Caregiving during work hours is not permitted. Must work on company-provided equipment, which includes: Computer Two monitors Keyboard and mouse Headset TIME OFF & HOLIDAYS Paid Holidays: Memorial Day, Independence Day, Labor Day, Thanksgiving Day, and Christmas Day Paid Time Off (PTO) and Vacation: Awarded based on company policy BENEFITS Eligibility: Benefits begin on the first of the month following 60 days of employment. Comprehensive Benefits Package Includes: Paid Training Program Redirect Health Medical Plan Amaze/Envita Bio-Med Health Plan Voluntary Vision & Dental Plans AFLAC Voluntary Supplemental Insurance Plans Voluntary Life and Disability Insurance Oregon Saves Retirement Plan Paid Leave Oregon (for Oregon residents) LegalShield & Identity Shield AzureWell 20% Product Discount Code Free Employee Assistance Program (Canopy EAP) Free SmartDollar Employee Financial Wellness Program 15%+ Azure Cash Employee Discount Shopping Program Employee Discounts at the Azure General Store, Gas Station, and Dufur Market
    $62k-104k yearly est. 21d ago
  • IBM Web sphere Message Broker

    Arete Technologies 4.5company rating

    Hedge fund trader job in Columbus, OH

    Arete Technologies, Inc. offers set of innovative Consulting and Outsourcing services, bridging the gap between requirements and outputs of various dexterous and facile companies worldwide. The thrust of providing global deliverables with focus on providing paramount and unsurpassed services combined with cost saving solutions to the clients We understand the business requirements in the present day corporate scenario and aspire to provide world-class services enabling the organization to burgeon and flourish while keeping the work-life balance intact. The Global delivery mechanism followed at Arete Technologies, Inc. saddles proficient schemas and unconventional channels to provide one-stop solutions for all your workforce needs. our Team is an exquisite amalgamation of vast experiences of over 30 years in IT Consulting and Staffing industry. Connoisseurs in the field of staff augmentation for IT, we operate on 24 by 7 model with an aim of providing affordable and adept professionals with an assurance of satisfaction for both Consultants and Clients. We are pre-eminent service providers in the field of staff augmentation, IT Consultancy, Software development, Web Development providing unexcelled services and focusing on both the employers and employees. Job Description Must have experience working with I IB / IBM Websphere Message Broker and IBM Websphere MQ,is a must ESQL development experience, experience with EAI/SOA, Experience with IBM Tivoli monitoring for MQ, Experience working with XML, XSTL, XSD, SOAP, WSDL, and XPath, Experience working with SOAP over HTTP, Experience working with Eclipse or IBM RAD. Nice to have Java development experience and have experience writing SQL Required skills (maximum of 6): IIB / IBM Websphere Message Broker and IBM Websphere MQ Nice to have skills (maximum of 3): IIB / IBM Websphere Message Broker and IBM Websphere MQ Sector: Financial Services Industry: Banking Work location type: Other Work location country/territory: United States Work location state/province: Ohio Work location city: Columbus Work location street address: customer location Work remotely: No Pay travel and lodging: No Additional Information Best Regards, Amrit Lal
    $110k-213k yearly est. 1d ago
  • Financial Broker

    Transparentbusiness, Inc. 3.9company rating

    Remote hedge fund trader job

    Financial Broker - Multiple Locations To apply, please go to: **************************************************** Designated by Citigroup as the “Top People Management Solution,” our TransparentBusiness.com platform greatly increases the productivity of remote work, protects from over-billing, allows for easy monitoring and coordination of geographically distributed workforce and provides real-time information on the cost and status of all tasks and projects, see kmgi.us/tb We are currently seeking a FINRA registered broker to help us connect with potential investors for our current Reg D Rule 506C raise, please see ********************************** for more information. This is not a salaried, W-2 employee position but a performance-based independent broker position, and you must be affiliated with a registered broker dealer. We are looking for someone capable of raising equity funding from qualified high net worth individuals and institutional investors and are offering an uncapped commission of 7.5% that can include cash and equity. TransparentBusiness has signed partnership agreements with Google, Microsoft, Cisco, SAP, Facebook, and ADP. The partnership with ADP allows TransparentBusiness to bypass the new vendor approval process with much of Corporate America, an important strategic advantage as this process can often take a year or longer to move through. Please visit *************************** for more information about our business, the benefits to a transparent, remote workforce, and our efforts to stop overbilling, fraud, and waste in government contracts.
    $175k-338k yearly est. 60d+ ago
  • General Interest - Experienced Investment Banker - Columbus or Cleveland

    Copper Run Capital

    Hedge fund trader job in Columbus, OH

    Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses. Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development. QUALIFICATIONS Experience in investment banking, commercial banking, corporate finance, or similar fields A track record of: Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic Ability to have fun FINRA Series 79, 7, and 63 a plus but not mandatory to start EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
    $114k-213k yearly est. Auto-Apply 60d+ ago
  • Inside Broker - Professional Lines

    CRC Group 4.4company rating

    Remote hedge fund trader job

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop, maintain and cultivate client and agent relationships. 2. Solicit, market, quote, bind, and confirm new and existing business. 3. Negotiate the best terms and coverages available with accessible markets. 4. Ensure submissions reflect accurate data such as risks and coverages. 5. Monitor accounts to ensure compliance with the firm's policies and procedures. 6. Assist broker to meet or exceed production goals as assigned by CRC. 7. Maintain current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education. 8. Maintain necessary licenses to produce business. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or appropriate insurance designation 2. Three years of experience of wholesale insurance experience or its equivalent 3. Must be licensed in corresponding areas of insurance 4. Must be able to understand and analyze necessary components of insurance policies 5. Ability to understand the client's needs and have knowledge of the risk profiles associated 6. Ability to review information, make decisions and manage time effectively 7. Recognize new trends and developments in the insurance industry and be able to incorporate that into your strategy 8. Ability to develop, foster, and maintain an excellent working relationship with agencies 9. Leadership and team playing skills 10. Must possess and maintain current knowledge of the insurance industry 11. Excellent written and verbal skills 12. Ability to work extended hours when necessary 13. Maintain travel schedule depending on the needs of clients, Agents, and new business General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $121k-214k yearly est. Auto-Apply 60d+ ago
  • Independent Cigar Broker Agent

    Croatian Mafia Cigars

    Remote hedge fund trader job

    Benefits: Samples and Swag & Promotional Items Provided Bonus based on performance Flexible schedule Opportunity for advancement NOW HIRING: Independent Cigar Broker / Sales Rep (Remote) 🚨 Boutique Cigar Brand - Nationwide Opportunity Croatian Mafia Cigars, an up-and-coming boutique cigar company based in Dallas, Texas, is expanding our national footprint - and we're looking for experienced cigar sales professionals to grow with us. 🔥 What We Offer: A premium cigar line imported from Estelí, Nicaragua All of our Cigars are highly rated from "Very Good" to "Exceptional" (95-89) Bold branding with mafia-inspired blends like The Boss , Under Boss , Capo , Consigliere , and The Soldier Existing distribution points across multiple U.S. states A rapidly growing cult following Fully remote, flexible schedule Unique branding, swag and promotional items Immediate start - commission-only, high-earning potential Who You Are: A seasoned cigar broker, rep, or enthusiast with an existing book of business or strong network Passionate about the cigar industry and knowledgeable about boutique brands Self-motivated, professional, and driven to build territory and relationships Experienced in wholesale, B2B cigar sales, lounges, shops, and private clients Social Media literate If you're ready to rep a bold new brand with real momentum - and make serious commissions doing it - we want to talk. Apply Now: Email us at *****************************, with a short intro, resume, and your cigar sales experience. Croatian Mafia Cigars "For the Gangster In You" This is a remote position. Retail, manufacturing, and other work opportunities in the premium cigar and pipe tobacco industries.
    $81k-175k yearly est. Auto-Apply 60d+ ago
  • Business Broker

    Simplebroker.Ai

    Remote hedge fund trader job

    If you have a passion for business and helping others, we want to hear from you! SimpleBroker.ai is an innovative and fast-growing business brokerage firm that specializes in matching buyers and sellers of small to medium-sized businesses. Our mission is to streamline the process of buying and selling businesses by utilizing cutting-edge technology and a personalized approach. We are currently seeking a highly motivated and driven Business Broker to join our dynamic team. Job Description: As a Business Broker, you will play a crucial role in our company's success by facilitating the buying and selling of businesses from start to finish. You will be responsible for developing and maintaining relationships with business owners and potential buyers to successfully match them with the right business opportunities. You will serve as a trusted advisor to both parties, providing guidance and support throughout the entire transaction process. Responsibilities: - Conduct market research and analysis to identify potential business opportunities - Prospect and qualify potential clients through various networking channels - Consult with business owners to understand their objectives and develop a targeted marketing plan to sell their business - Conduct valuation of businesses to determine their fair market value - Create professional and compelling business listings to attract potential buyers - Coordinate and facilitate meetings and negotiations between buyers and sellers - Assist in preparing purchase agreements and other essential documents - Collaborate with attorneys, accountants, and other professionals to ensure a smooth and successful transaction - Stay up-to-date on industry trends and developments to provide the best possible service to clients Qualifications: - Bachelor's degree in Business, Finance, or a related field - Minimum of 2 years of experience in business brokerage or related field - Strong communication and interpersonal skills - Proven track record in sales and negotiation - Ability to work independently and in a team environment - Excellent time-management and organizational skills - Familiarity with CRM software and other relevant tools - Active real estate or business broker license (preferred) Why Work for Us: At SimpleBroker.ai, we value our employees and strive to create an inclusive and positive work environment. We offer a competitive compensation structure and opportunities for growth and development within the company. As a member of our team, you will have the satisfaction of helping individuals achieve their dreams of buying or selling a business while making a significant impact on our company's growth. This position is a 100% remote and commission based. Apply now and join our team as a Business Broker at SimpleBroker.ai.
    $86k-184k yearly est. 60d+ ago
  • RVP- Broker Dealer and RIA Recruiting

    Ameritas 4.7company rating

    Remote hedge fund trader job

    Ameritas is seeking a Regional Vice President (RVP), Sales and Distribution to focus on recruiting independent financial professionals to Ameritas Investment Corp. and Ameritas Advisory Services, LLC (AIC/AAS). In this role you will focus on the identification and successful recruitment of advisors that seek to operate an independent business with a true business partner. You will be the driving force of communicating the AIC/AAS value proposition to the Financial Professional community. At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. Position Location: This position is remote and does not require regular in-office presence. What you do: Recruit qualified registered representatives and/or investment advisor representatives to join AIC/AAS by developing new leads obtained through multiple sources and contacting prospective representatives to communicate the benefits, both tangible and intangible, of affiliating with company. Conduct prospecting calls to advisors and utilize consultative sales skills to recruit business. Qualify prospects based upon comprehensive engagement questionnaire Develop innovative strategies and detailed sales plan to ensure the attainment of individual recruitment goals. Prepare and deliver formal business presentations to qualified prospective representatives highlighting AIC/AAS's platforms, products, technology, and service. Answer questions and utilize sales techniques to recruit business. Coordinate and host networking dinners and receptions for prospective representatives. Develop relationships with product sponsors, wholesalers, and other business contacts as a source of new lead generation. Provide prospective representatives with continued, on-going contact through personal phone calls, visits, and written communications. Prepare detailed activity and pipeline reports and participate in scheduled staff meetings. Build rapport and effective working relationships across internal business units to drive successful advisor commitment and transition of business. Represent AIC/AAS at various trade shows, conferences, and seminars. Maintain current knowledge of industry trends and developments. Other duties as assigned. What you bring: Bachelor's degree or equivalent work experience. 7-10+ years experience in recruiting financial professionals and relationship management experience specifically in the RIA/Broker Dealer Experience working with OSJs, branch offices, and/or agencies on structuring sound recruiting processes to build their team Strong understanding of the financial services industry and field distribution systems Previous track record of successful recruiting into the independent advisor industry Industry licenses preferred but not required: Health & Life license; Series 7, Series 24, Series 65/66 Strong business acumen and decision-making abilities in a high-growth and risk-charged environment Highly organized, performance-driven, results focused, self-starter. Strong communication, influencing and relationship management skills Willingness to travel up to 50%. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: 401(k) Retirement Plan with company match and quarterly contribution Tuition Reimbursement and Assistance Incentive Program Bonuses Competitive Pay For your time: Flexible Hybrid work Thrive Days - Personal time off Paid time off (PTO) For your health and well-being: Health Benefits: Medical, Dental, Vision Health Savings Account (HSA) with employer contribution Well-being programs with financial rewards Employee assistance program (EAP) For your professional growth: Professional development programs Leadership development programs Employee resource groups StrengthsFinder Program For your community: Matching donations program Paid volunteer time- 8 hours per month For your family: Generous paid maternity leave and paternity leave Fertility, surrogacy and adoption assistance Backup child, elder and pet care support An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
    $58k-95k yearly est. 1d ago
  • Remote Financial Representative- Entry Level

    The Delaney Agency 4.1company rating

    Remote hedge fund trader job

    About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote
    $67.1k-80.8k yearly Auto-Apply 26d ago
  • SDR- Broker Relations

    Virginpulse 4.1company rating

    Remote hedge fund trader job

    Who We Are Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we're shaping a healthier, more engaged future. Responsibilities In the role of a Broker Market Analyst , you , create interest and drive brand and solution awareness and preference with Brokers / Brokerage Firms within targeted regions. The Market Analyst is primarily responsible for generating new relationships by leveraging market data, curating targeted outreach campaigns and doing outreach via LinkedIn and emails. Additionally as a Market Analyst you will be responsible for executing upon targeted campaigns to captivate new potential brokers and generate interest in meeting for the CBR Director and or TPA Regional Sales Directors t. To be successful in this role, the market analyst r will nurture relationships, build value, handle objections, create urgency, , and collaborate strategically with the field and marketing to create a sales pipeline that exceeds quota expectations. What You'll Actually Do Qualify all incoming consultant & broker inquiries generated through web and marketing campaign leads Use lead sourcing directives on target geographic markets and contact roles (outlined by the consultant & broker relations team) to influence lead sourcing Source new consultant/broker leads through - online research leveraging multi-modal broker prospecting tools, LinkedIn and more Successfully set up strategic alignment meetings for the consultant & broker relations team (via email) so that the team can conduct discovery, assess fit and determine next steps for consultant and broker contacts Strategic sales capabilities that include a high comfort level communicating with defined consultant & broker contact roles within a consulting/brokerage firm, balanced with tactical skills for a fast-paced, high volume lead follow-up and qualification environment You will also have a primary responsibility to educate leads/contacts regarding: Personify Health's value and key positioning pillars; solution differentiation from market alternatives Prospect into target consulting/brokerage firms to find new contacts and revenue opportunities Develop and articulate high-impact messaging that resonates with consultants and brokers, captures a value prop, and embodies Personify Health's values Consistently logging lead, contact, account, and qualification data in Salesforce.com Report weekly metrics Work with consultant and broker relations directors to gain insight into individual territory and target market plans and establish lead generation priorities and methods. Achieve quarterly objectives Qualifications What You Bring to Our Mission Proven success in sales/marketing in TPA and or Benefit Administration. Outgoing, positive, friendly, and a master communicator Demonstrated history in exceeding performance goals and quotas Experience selling enterprise products/services with a focus on value-based selling methodologies Strong communications and understanding of how to identify consultant and broker needs and map business value Adept in using Salesforce.com, Hubspot and Microsoft Office applications Internet and research savvy using online resources such as LinkedIn and ZoomInfo to identify contacts within target companies. Experience with Benefitflow and/or MPLOYER appreciated but not required. Proficient in managing multiple simultaneous qualification and sales processes Strong understanding of target consulting and brokerage firms and range between core job deliverables to solving business problems Must quickly assess a business situation or scenario and develop plans to address challenges or capture opportunities Why You'll Love It Here We believe in total rewards that actually matter-not just competitive packages, but benefits that support how you want to live and work. Your wellbeing comes first: Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!) Mental health support and wellness programs designed by experts who get it Flexible work arrangements that fit your life, not the other way around Financial security that makes sense: Retirement planning support to help you build real wealth for the future Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage Growth without limits: Professional development opportunities and clear career progression paths Mentorship from industry leaders who want to see you succeed Learning budget to invest in skills that matter to your future A culture that energizes: People Matter: Inclusive community where every voice matters and diverse perspectives drive innovation One Team One Dream: Collaborative environment where we celebrate wins together and support each other through challenges We Deliver: Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results Grow Forward: Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable The practical stuff: Competitive base salary that rewards your success Unlimited PTO policy because rest and recharge time is non-negotiable Benefits effective day one-because you shouldn't have to wait to be taken care of Ready to create a healthier world while building the career you want? We're ready for you. No candidate will meet every single qualification listed. If your experience looks different but you think you can bring value to this role, we'd love to learn more about you. Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice. In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $50,000 to 60,000. Note that compensation may vary based on location, skills, and experience. This position is eligible for medical, dental, vision, and other benefits. We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing. #WeAreHiring #PersonifyHealth Beware of Hiring Scams: Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to **************************. All of our legitimate openings can be found on the Personify Health Career Site.
    $50k-60k yearly Auto-Apply 4d ago
  • Virtual Banker II- Columbus, OH

    Jpmorganchase 4.8company rating

    Hedge fund trader job in Columbus, OH

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company. As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job Responsibilities Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Demonstrates success using a value-added, relationship-oriented approach to acquire and deepenclient relationships Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs Required Qualifications, Capabilities, and Skills 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation High school degree, GED, or foreign equivalent Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements Strong team orientation with a commitment of long-term career with the firm Excellent written and verbal communication skills Preferred Qualifications, Capabilities, and Skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $30k-67k yearly est. Auto-Apply 60d+ ago
  • Small Business Banker II

    Northwest Bank 4.8company rating

    Hedge fund trader job in Columbus, OH

    The Small Business Banker II services a wide variety of business loans including commercial and industrial loans, SBA, and commercial real estate while working as part of a team with branches, credit, and product partners. This position develops meaningful relationships and engages in cross- selling credit and noncredit products as appropriate. Essential Functions: Develop new and expanding existing small business relationships Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment Develop partnerships with Branch Managers, Treasury Management Advisors, Merchant Services and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million Engages in joint-calling activity with branch partners at a regular frequency Works to promote cross-sell behaviors personally and within assigned branch territory Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk Follow current loans to ensure complete compliance with terms Proactively keep abreast of industry trends 25% of calls prospecting new clients and relationships Achieve and exceed budget goals as assigned by Region Actively participate in community affairs Encourage clients to maintain their personal banking at Northwest Prepare electronic loan applications for submission to Credit Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management, merchant services and other related commercial services Ensure risk ratings are appropriate based on your knowledge of the client As required, collect on delinquent accounts Analyze financial statements and related credit material to assess risk on a continuous basis Complete loan closings as required Provide credit information and references for internal review as requested Ensure all credit files include current financial statements, agency reports, etc. Participate in continued sales and credit training Complete all required Compliance training in a timely basis Ensure compliance with all Regulatory requirements Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Qualifications: Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing preferred 5 - 6 years Business Banking/Branch Management experience with intensive Business Focus required Knowledge of all cash management services Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products Knowledge of merchant services #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $27k-54k yearly est. Auto-Apply 59d ago
  • Financial Clearance Rep - Rehab Services

    Fairview Health Services 4.2company rating

    Remote hedge fund trader job

    We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits. * FTE 1.0, authorized for 80 hours per pay period. * Schedule: Monday-Friday, 8:30am - 5:00pm. * Remote position. * Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more! M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs. As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees. Responsibilities * Practice excellent telephone etiquette and active listening skills. * Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients. * Document and track all communication with insurers, clinic staff, and patients. * Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination. * Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary. * Enters referrals with all pertinent information into Epic referral entry. * Initiate process to establish company account for worker's compensation patients and all other insurances as needed. * Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services. * Contact patients with insurance issues such as termed insurance. * Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement. * Assist in training new insurance staff * Acquire insurance referrals from PCC, if required by insurance. * Submit appeals to insurances for prior authorization, if needed. * Incorporate new changes in insurance verification and adapt to changes in volume of workload. Required Qualifications * 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas. * Experience with electronic health record software. Preferred Qualifications * Associate of Science * Vocational/Technical Training * Epic experience * Insurance/benefit verification experience * Referrals and/or prior authorization experience * Knowledge of medical terminology and clinical documentation review * 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization * Knowledge of computer system applications, including Microsoft Office 365 Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
    $27k-45k yearly est. Auto-Apply 4d ago
  • Financial Services Representative

    Primerica 4.6company rating

    Remote hedge fund trader job

    Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
    $31k-39k yearly est. Auto-Apply 60d+ ago
  • Financial Clearance Representative - Remote

    McLaren Health Care 4.7company rating

    Remote hedge fund trader job

    Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Essential Functions and Responsibilities: * Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools. * Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines. * Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information. * Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations. * Estimates and collects copays, deductibles, and other patient financial obligations. * Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements. * Applies recurring visit processing according to protocol. * Performs duties otherwise assigned by management. Qualifications: Required: * High school diploma or equivalent required * One year experience in patient access, registration, billing or physician office Preferred: * One-year experience in insurance verification and authorization using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility System and various websites for third party payers for verification Equal Opportunity Employer of Minorities/Females/Disabled/Veterans Additional Information * Schedule: Full-time * Requisition ID: 25005267 * Daily Work Times: Standard Business Hours * Hours Per Pay Period: 80 * On Call: No * Weekends: No
    $33k-42k yearly est. 49d ago

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