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Financial Customer Associate - Covington
Fidelity Investments 4.6
Covington, KY job
Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
The Skills You Bring
Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required
The Value You Deliver
A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am - 8:30pm EST
Certifications:Category:Customer Service
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$26k-38k yearly est. 2d ago
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Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Saint Augustine, FL job
Your Opportunity:
Assistant Store Manager InstaLoan St. Augustine, FL
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $ per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$29k-36k yearly est. Auto-Apply 5d ago
Workplace Planning Associate - Covington, KY
Fidelity Investments 4.6
Covington, KY job
Job Description:Is it time to make new investments into your career?
Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
What to expect…
As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.
You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.
You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.
As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.
You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.
You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.
You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.
You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.
The Skills You Bring
Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a “hybrid” work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
The Value You Deliver
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service, Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$55k-77k yearly est. 2d ago
Financial Consultant- Little Rock, AR
Fidelity Investments 4.6
Little Rock, AR job
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Series 07 - FINRACategory:Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$37k-62k yearly est. 3d ago
QMA - Qualified Medication Aide
Glen Oaks Health Campus 4.1
New Castle, IN job
JOIN TEAM TRILOGY:
At Trilogy, you'll experience a caring, supportive community that values each team member. We prioritize meaningful relationships, genuine teamwork, and continuous growth. With the stability of long-term care, competitive pay, and exceptional benefits, Trilogy offers a work environment where you're supported, appreciated, and empowered to thrive in your career. If you're ready to join a team committed to your success, Trilogy is where you belong and thrive!
WHAT WE'RE LOOKING FOR:
The Qualified (Certified) Medication Aide (QMA or CMA) assists with administering medications to residents as directed by the physician, nurse supervisor, and Director of Nursing (DON). Additionally, this role assists residents with activities of daily living.
Key Responsibilities
The Qualified (Certified) Medication Aide sets up, administers, and records certain prescribed medications for residents in the facility under the supervision of a licensed nurse and as allowed by State regulatory agencies.
Practice the five rights of medication administration within the scope of your role.
Assist residents with activities of daily living as needed.
Properly label, store, receive and destroy medication per company policy.
Perform medication charting as directed by the Nurse Supervisor/Charge Nurse.
Qualifications
Certified as a Qualified Medication Aide (QMA) or Certified Medication Aide (CMA) by the state and maintain a Certified Nursing Assistant (CNA) Certification in good standing with the state.
0-1 years of relevant experience preferred
WHERE YOU'LL WORK : Location: US-IN-New Castle LET'S TALK ABOUT BENEFITS:
Our comprehensive Thrive benefits program focuses on your well-being, offering support for personal wellness, financial stability, career growth, and meaningful connections. This list includes some of the key benefits, though additional options are available.
Medical, Dental, Vision Coverage - Includes free Virtual Doctor Visits, with coverage starting in your first 30 days.
Get Paid Weekly + Quarterly Increases - Enjoy weekly pay and regular quarterly wage increases.
Spending & Retirement Accounts - HSA with company match, Dependent Care, LSA, and 401(k) with company match.
PTO + Paid Parental Leave - Paid time off and fully paid parental leave for new parents.
Inclusive Care - No-cost LGBTQIA+ support and gender-affirming care coordination.
Tuition & Student Loan Assistance - Financial support for education, certifications, and student loan repayment.
GET IN TOUCH: Stacey ************** APPLY NOW:
Since our founding in 1997, Trilogy has been dedicated to making long-term care better for our residents and more rewarding for our team members. We're proud to be recognized as one of Fortune's Best Places to Work in Aging Services, a certified Great Place to Work, and one of Glassdoor's Top 100 Best Companies to Work. At Trilogy, we embrace who you are, help you achieve your full potential, and make working hard feel fulfilling. As an equal opportunity employer, we are committed to diversity and inclusion, and we prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
NOTICE TO ALL APPLICANTS (WI, IN, OH, MI & KY): for this type of employment, state law requires a criminal record check as a condition of employment.
$36k-45k yearly est. Auto-Apply 5d ago
Principal, HashiCorp Vault Expert
Fidelity Investments 4.6
Covington, KY job
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise You Have and The Skills You Bring
Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
$65k-85k yearly est. 4d ago
Manager, Fund Financial & Tax Reporting
Fidelity Investments 4.6
Westlake, TX job
The Role
The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for:
Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies.
Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks.
The Expertise and Skills You Bring
Bachelor's degree or equivalent experience in Finance or Accounting
3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred
Familiarity with tax research techniques
Broad knowledge of accounting and tax principles
Ability to embrace and adapt to a constantly evolving regulatory and technology environment
Ability to work in a collaborative environment
Comfortable in a fast paced, deadline-oriented environment
Interpersonal and time management skills
Flexibility to work overtime (as needed) to fulfill the job requirements
Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus
Experience with accounting platforms InvestOne, Geneva, and Yardi a plus
The Team
The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$74k-94k yearly est. 1d ago
Revenue Manager
Huntington San Francisco 4.4
San Francisco, CA job
Compensation Type: Yearly Highgate Hotels:
Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.
With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value.
With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. ****************
Location:
Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer.
Overview:
The Revenue Manager is responsible for identifying and maximizing all potential revenue opportunities for the hotel. In today's lodging environment, understanding channel and yield management is critical for maximizing revenues. The Revenue Manager is responsible for formulating long and short-term Revenue Management strategies and for overseeing their successful execution towards the advancement of RevPAR market share. This includes the analysis of revenue potential generated by the transient and group market segments as well as the market segmentation within transient and group. One will combine this with catering and space utilization as well as other revenue considerations (i.e.: golf, spa, etc.) in order to determine the appropriate mix of business to achieve revenue potentials every day of every year.
Responsibilities:
Establish hotel pricing levels in all segments.
Responsible for the daily room inventory management process and daily pricing process.
Monitor competitor rates, positioning, strategies and data; maintain understanding of the dynamics of the local market and demand generators and present appropriate action plans to management.
Monitor and communicate fluctuations in occupancy to operational departments so they can effectively manage staffing requirements and increase efficiency.
Analyze local events and activities and project the effect of opportunities they create.
Understand the macro and micro-economic variables affecting supply and demand in the local marketplace, and use this knowledge to create accurate operational and financial room revenue forecasts.
Perform unconstrained demand analysis to determine optimal business mix.
Responsible for all short and long term forecasts including Weekly Forecasts, 30 60 90 Forecasts, In the month forecasts, and Full year forecasts.
Oversee process for evaluating all opportunities for contracted business (group, wholesale, corporate negotiated, etc.) presented through the Sales department. Ensure that process enables high speed of response while maximizing profits.
Responsible for the maintenance of any software programs which contribute to the management of rooms revenue, including the CRS, RMS, PMS and Sales & Catering system.
Monitor RevPAR index on STR report and provide critical analysis of performance on weekly and monthly basis.
Prepare annual Rooms revenue budget.
Chair weekly Revenue Strategy meetings in order to formulate and disseminate strategies and tactics. Ensure that prior decisions are re-visited in this forum in order to evaluate their effectiveness and promote learning.
Prepare and present quarterly presentations to ownership.
Ensure all distribution channels have correct content and pricing.
Develop and maintain a close relationship with the market manager of Third Party Intermediaries to maximize the opportunities with these channels.
Develop and maintain relationships with other market revenue managers and Directors of Revenue to create a network of peers in your community
Coordinate survey activities involving marketing and service opportunities to further enhance revenue potential.
Actively develop all subordinates, ensuring that they have opportunities to grow their Revenue Management and leadership skill base through personal attention, internal/external training and participation in industry events.
Responsible for Internet Marketing such as pay per click campaigns, e-mail blasts, GDS advertising, etc.
Establish and communicate sales strategy for day, week, month and rolling 12 months.
Communicate any strategy changes or update any calendars for the sales team to use.
Analyze prior night successes: Did the hotel sell out? Were the right decisions made for overselling? Address the opportunities in Highgate Hotel Business Review (HHBR) morning meeting.
Place test calls to Central Reservation Office (CRO) and property to ensure accuracy of rate quoting, restrictions and selling approach.
Manage and communicate group cut off dates. Run a group rooms control log (GRC) as well as pick up report from Property Management System (PMS) for 90 days. Verify pick up to actual block, cut off date, and whether or not you should extend, etc.
Update the Daily Market Segment Analysis (DMSA). Ensure accuracy from the daily Flash Report. Review actual performance versus Potential performance.
Complete all required month end reports with detailed analysis. If necessary, complete action plans for the property to follow to create additional production/revenue.
Review Hotelligence reports for trends, booking windows and sources of business as well as rates compared to competition.
Qualifications:
At least 2 years experience in the Revenue Management field as manager or senior analyst
Bachelor's degree or equivalent in Hotel or Hospitality Management or closely related field
In-Depth knowledge of all industry reports such as STR, Hotelligence, Market Vision, etc.
Proficient in Microsoft Excel, Word, Power Point
Opera/Synxis systems- ideal
Ability to work quickly in a high-pressure & high stress environment
Ability to communicate clearly both verbally and in writing
Excellent time management skills
Exceptional with details and follow up
Flexible and long hours sometimes required.
Maintain a warm and friendly demeanor at all times.
Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner.
Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests.
Must be able to multitask and prioritize departmental functions to meet deadlines.
Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner.
Attend all hotel required meetings and trainings.
Participate in M.O.D. coverage as required.
Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel.
Maintain high standards of personal appearance and grooming, which include wearing nametags.
Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations.
Maximize efforts towards productivity, identify problem areas and assist in implementing solutions.
Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary.
Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives.
Must be able to maintain confidentiality of information.
Perform other duties as requested by management
$93k-123k yearly est. Auto-Apply 1d ago
Career Day in Gainesville, GA!
Community Choice Financial Family of Brands 4.4
Gainesville, GA job
Your Opportunity:
Join us for Career Day in Gainesville, GA! Thursday, January 8th
9:00AM-6:00PM
TitleMax
537 Shallowford RoadSWGainesville, Georgia 30504**************
Join a company that fuels your drive with real opportunities for professional and financial growth.
Community Choice Financial Family of Brands (“CCF”) is currently looking for ambitious achievers and experienced leaders to join our team and help people in your community access the financial solutions they need-right when they need it most.
Explore your potential with a company that values what you bring to the table.
We invite you to meet 1-on-1 with a hiring manager and learn more about career opportunities as a member of our Store Operations team, the front line of our business that strives to provide the best customer service and overall experience in the industry. Visit ************************************** to apply.
What We Offer:
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational Reimbursement Program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues.
Meticulous attention to detail and ability to accurately enter data.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Experience in check cashing, document verification, and/or money order processing.
Prior cash handling, cash drawer/vault management experience.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Customer Service - Greet and connect with customers to cultivate lasting relationships that drive repeat business and brand loyalty. Help them gain access to our suite of financial solutions while setting an unmatched experience.
Accurately Process Financial Transactions - Review, validate, and process customer transactions, like check cashing, money transfers, and loans/pawns, with accuracy and integrity.
Maximize Customer Success - Educate customers about their transaction and offer personalized financial services that fit their lifestyle. Assist in customer account management, collections, and accepting customer payments.
Thrive in the Community - Participate in in-store and community events and external marketing.
Maintain Your Store - Help maintain appearance and cleanliness of your location to enhance the customer experience.
Keep It Safe and Compliant - Participate in ongoing training, uphold Company policies and procedures, and keep up with office security protocols, including management of a cash drawer, to foster a safe work environment.
*See specific job listings for more details on essential functions by position.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$32k-45k yearly est. Auto-Apply 1d ago
Senior Field Engineer
Circle Internet Services Inc. 4.5
San Francisco, CA job
We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%.
Growth
At CircleCI, employees have ample opportunity to learn new skills, including project-based learning and presentations from our colleagues. Your continued professional development is important to us because it's important to you.
Flexibility
What does it mean to work at CircleCI? For us, flexibility is key.
As aSenior Field Engineer at CircleCI you will be the customer's trusted technical advisor throughout the sales and retention lifecycle. You'll provide hands‑on advice for cloud‑based and single‑tenant deployment and product guidance with CircleCI's largest prospects and customers. You will serve as the technical expert and owner of deal validation strategy, collaborating with account executives and success managers to identify customer business goals, needs, and pains and showing how CircleCI can address them.
What You'll Do
Lead the technical implementation and day‑to‑day management of CircleCI Demonstrations and proof‑of‑concepts.
Demonstrate the technical feasibility, integrated into our customer's technology stack, ensuring early customer success and a long‑term business relationship.
Serve as a technical advisor and subject matter expert for customers, offering guidance on product implementation, adoption, and best practices.
Conduct in‑depth analysis of customer use cases, identify opportunities for product optimization, and provide feedback to internal teams for improvements.
Support strategic planning conversations with customer executives; connecting software delivery challenges with corporate objectives, articulating their full business impact.
Lead technical discussions with enterprise clients, addressing complex issues, customizations, and integrations to meet customer‑specific requirements.
Develop and deliver technical training sessions, workshops, and documentation to empower customers to maximize the value of CircleCI products.
Stay up‑to‑date on industry trends, product updates, and emerging technologies to continuously enhance your technical knowledge and customer support capabilities.
What We're Looking For
5‑10 years experience as an engineer in the application development, devops, or CI/CD space.
Extensive experience with solutions selling in a technical customer‑facing role, such as Sales Engineer, Solutions Engineer, Customer Success Engineer, or similar position, preferably in a SaaS or software development environment.
Strong proficiency in CI/CD concepts, DevOps practices, software configuration, and scripting languages like Python, Shell, etc.
Knowledge of Docker or Linux containers in general.
Outstanding presentation skills. You feel comfortable leading presentations and demos of our platform to groups, both technical and non‑technical, in‑person and virtually.
Proven track record of engaging with enterprise clients, understanding their technical requirements, and delivering solutions that drive customer success.
Ability to work collaboratively with cross‑functional teams, Sales, Product, and Engineering, to advocate for customer needs and provide valuable insights for product enhancement.
Ideal Candidates might also have:
Experience developing mobile applications across iOS and Android devices.
Strong ops/infrastructure knowledge, especially networking and security.
About CircleCI
CircleCI is the world's largest shared continuous integration/continuous delivery (CI/CD) platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools-processing more than 1 million builds a day-CircleCI has unique access to data on how engineering teams work, and how their code runs. Companies like Spotify, Coinbase, and BuzzFeed use us to improve engineering team productivity, release better products, and get to market faster.
Founded in 2011 and headquartered in downtown San Francisco with a global remote workforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit and Harrison Metal Capital.
United States Base Pay Range
$153,000 - $191,000 USD
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
CircleCI is an Equal Opportunity and affirmative action employer. We do not discriminate based upon race, religion, color, national origin, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, or status as an individual with a disability. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
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$153k-191k yearly 3d ago
Advisor SAS
Banco Santander 4.4
Miami, FL job
Advisor SASCountry: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
Position Summary:
The Investment Advisor provides bankers investment support namely strategic and tactical asset allocation advice and security selection (fixed income, equities, structured notes, mutual funds and discretionary managed portfolios) Works independently with the bankers in their environment implementing an investment culture while assisting them achieve their commercial goals. The Investment Advisor will work within the SAS team which in total covers approximately 30 Premier bankers (about 3,000 clients with $3 billion) plus the custody accounts in Private Banking.
The Investment Advisor reports to the SAS Sr. Manager
Position Duties / Responsibilities:
• Analyze investment portfolios, identifying risks and opportunities. Based on the client's investment profile the Investment Advisor will identify risks such as concentrations in a security, sector, and industry or asset class and make the appropriate recommendation. Based on client's preferences, IA will make the appropriate security selection.
• Manage the Investment process and to identify investment opportunities, in conjunction with the Banker Coordinators/Team Leaders. Drive the strategic investment initiatives through the Opportunities Process.
• Provide assistance to the banker in the commercialization of sophisticated products and investment proposals (structured notes, PE, Hedge Funds) to final clients.
• Provide leadership as it relates to communicating and implementing the Bank's investment strategy, promoting an investment culture in his or hers area of influence.
• Participate in investment forums to provide market ideas.
Other duties as assigned or requested by immediate supervisor
Specialized Knowledge
• Knowledge of financial markets
• Modern Portfolio Theory (Asset Allocation)
• Strong commercial (internal sale) skills
Education:
Bachelor's degree required or equivalent experience
Business Experience:
5-7 years of relevant experience or demonstrated required level of proficiency
Technical Knowledge:
Computer and Bloomberg skills
Self-starter, Ability to work independently, Ability to properly prioritize and manage time, Strong work ethics, Team player
Excellent communication skills and interpersonal skills
Ability to win people over and Subject matter credibility
Licenses / Certifications:
CFA a plus
Languages:
Portuguese, Spanish, English
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$75,000.00 USD
Maximum:
$122,500.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$75k-122.5k yearly Auto-Apply 7d ago
Technology Investment Banking Associate - San Francisco
Moelis & Company 4.9
San Francisco, CA job
A leading investment bank in San Francisco is seeking an experienced Investment Banking Associate for its Technology financial advisory practice. The role involves financial analysis, team management, and preparing client presentations. Candidates should demonstrate strong analytical and presentation skills with a background in investment banking. Competitive compensation is offered with a salary range of $175,000 - $225,000.
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$175k-225k yearly 5d ago
Part Time Teller, Yorktowne, Manalapan, NJ
Banco Santander Brazil 4.4
Manalapan, FL job
Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As a Teller, you engage in assisting with various financial needs and processing transactions. You provide exceptional customer service, resolve concerns, minimize risk, defend against fraud, refer product solutions, and escalate complex issues for timely resolution.
* Provide an elevated level of exceptional customer service by welcoming customers, minimizing wait times and assisting with their banking needs.
* Process transactions, including deposits, withdrawals, and transfers.
* Handle cash and maintain accurate cash drawer balances.
* Adhere to all bank policies and procedures, including compliance and risk management protocols to prevent fraudulent situations.
* Recognize opportunities and cross-sell bank products to deepen customer relationships.
* Engage customers and leverage digital tools to educate them on self-service options.
* Assist with custodianship, audits, and other operational tasks.
* Maintain a clean and organized work area, to create a welcoming environment for customers.
* Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
* High school diploma, GED: or equivalent work experience - Required.
* 6+ Months Cash Handling experience - Required.
* 6+ Months Demonstrated customer service experience - Required.
* Excellent customer service skills and a passion for helping others.
* Ability to identify and escalate concerns of risk to appropriate channels.
* Ability to follow directions, policies, and procedures.
* Effective listening and communication skills.
* Comfortable in using digital tools and technology to enhance customer engagement.
* Energetic, organized and able to multi-task in a fast-paced, changing environment.
* Understands the necessity and value of accuracy and attention to detail.
* Computer proficiency and basic math skills.
* Ability to work branch hours, which can include weekends and evenings.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$30,000.00 USD
Maximum:
$47,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$30k-47k yearly Auto-Apply 20d ago
Senior Associate - Data Platforms & Operations (Snowflake/AWS)
Banco Santander 4.4
Miami, FL job
Senior Associate - Data Platforms & Operations (Snowflake/AWS) Country: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Senior Associate - Data Platforms & Operations will play a key role in supporting the Director of Data Platforms and Data Operations across Santander's Enterprise Data Warehouse (EDW) and Data Lake environments. This position is responsible for ensuring the stability, reliability, and performance of critical data platforms that serve as the backbone for enterprise analytics and business intelligence.
The ideal candidate will bring 8-10 years of experience in data operations, production support, and data integration within large-scale enterprise environments. The role requires a mix of technical expertise, operational excellence, and leadership capability to oversee a distributed team of contractors both onshore (U.S.) and offshore (India).
Key Responsibilities:
Operational Support
Monitor and manage daily data batch processing for the Enterprise Data Warehouse (EDW) and Data Lake environments.
Provide production support, troubleshoot incidents, and ensure timely resolution of issues.
Perform root cause analysis and implement permanent fixes for recurring production incidents to reduce downtime.
Execute pre-batch activities and validations for scheduled data loads and processing requests.
Support production deployments, perform validation checks, and ensure smooth platform operations post-deployment.
Incident Management
Identify, investigate, and resolve data quality issues across multiple data ingestion sources and pipelines.
Apply data fixes and corrective actions to ensure data integrity and availability.
Collaborate with development and QA teams to ensure consistent regression testing for all source system application changes.
Enhancements & Change Management
Deliver small to medium enhancements requested by CIO and business teams to meet evolving reporting and data requirements.
Handle change requests and ensure all updates adhere to established change control processes.
Participate in operational readiness reviews and ensure seamless integration of changes into production.
Leadership & Collaboration
Lead and manage a team of external contractors, ensuring productivity and quality across onshore and offshore teams.
Act as a bridge between technical teams, business users, and leadership, ensuring effective communication and alignment of objectives.
Mentor junior staff and promote best practices in production operations and incident management.
Technical Environment & Tools:
Enterprise Data Warehouse (EDW):
Snowflake (primary data warehouse platform)
Informatica IDMC Data Integration (ETL/ELT processes)
Data Lake:
AWS Stack: S3, EMR Serverless, Athena
Orchestration:
Control-M (job scheduling and orchestration)
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Bachelor's degree or equivalent work experience: Computer Science Engineering or an equivalent discipline. - Required.
9+ years of experience in data operations, production support, or data engineering within enterprise-scale environments. - Required
Strong experience supporting Snowflake and Informatica IDMC (or equivalent data integration platforms).
Hands-on experience with AWS data services (S3, EMR, Athena) and orchestration tools like Control-M.
Proven track record in managing distributed teams (onshore/offshore model).
Solid understanding of data quality, incident management, and change control best practices.
Strong analytical and problem-solving skills with an emphasis on automation and operational efficiency.
Excellent communication and stakeholder management skills.
Preferred Skills:
Experience in banking or financial services industry.
Knowledge of ITIL processes and experience in structured incident/change management environments.
Familiarity with DevOps practices for data operations and automated testing frameworks.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$101,250.00 USD
Maximum:
$175,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$101.3k-175k yearly Auto-Apply 7d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Hamilton, AL job
Your Opportunity:
Assistant Store Manager Check Into Cash
Hamilton, AL
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'd thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$15 hourly Auto-Apply 4d ago
Client Service Associate, Investments, Miami, FL
Banco Santander 4.4
Miami, FL job
Client Service Associate, Investments, Miami, FLCountry: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Client Service Associate (CSA) is a sales support role within the Business Administration Department of Santander Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's clients with the administrative and service functions of the business. As a team, the CSAs collectively assure adequate support to the Firm's top producing FAs. The CSA Team supports each other and interacts with branch and home office associates as well as clients. A successful CSA understands and excels in all systems and processes as well as policies and procedures and is a great asset to their FA partners. A CSA candidate should have sales experience since they are frequently tasked with working with clients encouraging a positive customer experience environment. Respect for the client, both our internal partners and external Bank clients is paramount and central to the role. The ability to communicate effectively and efficiency is critical to the role. Through the assistance of a CSA partner, an FA can increase their sales production and simultaneously service their clients effectively.
Provides infrastructure support to several Financial Advisors (FAs)
Driven to provide superior service for both internal and external clients
Creates internal partnerships with other functional support groups, as well as partnerships with external business partners for the products and services they provide
Works independently as well as in a team environment
Applies industry knowledge and problem-solving skills within the framework of the role
Handles customer requests, inquiries and service needs
Manages the Financial Advisors' calendars, including scheduling appointments
Provides administrative support including faxing, scanning, uploading documents, and data entry
Be the subject matter expert in all systems that support the business line
Identifies additional opportunities to help clients through research, reports and reviews of existing clients as well as prospects
Collaborates with the FA regularly regarding the needs of the existing client base
Assists FAs with growing their business and accomplishing specific sales goals
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Bilingual English/Spanish Preferred.
Associate's Degree; in Finance, Business Administration, Insurance, Economics, Communications or Equivalent field, or equivalent work experience
3+ years; Experience in customer service, sales related occupations
Ability to work independently and set appropriate priorities to meet deadlines
Attention to detail
Database record maintenance and reporting
Excellent communication skills, including strong presentation skills and writing ability
Maintains appropriate investment licensing
Preparation and presentation of materials
Self-motivator and creative thinker
Strong analytical and evaluative skills with ability to measure program performance and make recommendations for improvement
Strong knowledge of sales support and effective sales enhancement techniques within the industry
Thorough knowledge of departmental and bank products and services
Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
Provides assistance and coaches less experienced team members
Organizes and prioritizes workload and tasks for oneself and team members
Actively plans for routine and cyclical work
Probes in-depth to understand the customer's business needs
Explores and understands the customer's alternatives and decision criteria
Uses information and data effectively to support a position and present a rational case
Certifications:
NASD licenses Series 7, 65 & 63 or 66 - Required.
Appropriate state insurance licenses - Required.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$50,625.00 USD
Maximum:
$85,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$50.6k-85k yearly Auto-Apply 21d ago
CIB Client Lifecycle Management, Analyst - Miami
Banco Santander 4.4
Miami, FL job
CIB Client Lifecycle Management, Analyst - MiamiCountry: United States of America
Your Journey Starts Here:
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Sr. Specialist, Client Lifecycle Management contributes to the overall success of the Onboarding team ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. They ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.
Masters the product through formal onboarding program and continued learning.
Gathers, analyzes and processes client data during data migrations.
Completes assigned tasks in an organized manner to ensure project deadlines.
Conducts proactive outreach to ensure customer success during their first month post-live.
Works in a team environment and partners with Onboarding Manager.
Provides timely response to customer inquiries via phone and email.
Enhances customer satisfaction by providing distinctive service in all interactions.
Establishes a trusted advisor relationship to ensure customer satisfaction.
Partners with Sales and Services teams to define ongoing best practices for onboarding tasks.
Assists the department manager to create and drive solutions.
Identifies and escalates issues with the processes.
Communicates status to internal and external parties on a regular basis.
Perform outreach / refresh to collect required KYC documentation and regulatory classification forms from third party stakeholders.
Service client on-boarding needs and liaise with Front Office to determine appropriate of support for clients.
Deliver consistent client management (e.g. client feedback and complaints are captured and formally managed).
Act as primary daily point of contact for inquiries of other stakeholders (Front Office and Compliance).
Responsible of the preparation of various reports and metrics.
Review standardized procedures and processes done by the team to improve efficiency; recommend and implement improvements to processes and procedures. within the team.
Control the delegated functions in third, advising any improvement and follow and solve any breach in third party service.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Bachelor's Degree or equivalent work experience: - Required.
3+ Years Experience in financial services preferably in a client facing operations role. - Required.
Exceptional customer relationship building skills.
Excellent written and oral communication skills.
Strong analytical capabilities for advanced problem-solving.
Demonstrable leadership skills.
Ability to influence decision-making and change.
Highly organized and strong ability to multi-task.
Ability to display good judgment.
Ability to work cross-functionally in a fast-paced environment.
Ability to follow through on tasks until completed.
Ability to develop trusted relationships and find creative solutions.
High degree of flexibility.
Experience with Microsoft Excel.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$50,625.00 USD
Maximum:
$82,500.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$50.6k-82.5k yearly Auto-Apply 26d ago
President & CEO
Kentucky Society of Association Executives Inc. 3.5
Sacramento, CA job
The President & Chief Executive Officer of LeadingAge California reports to the Board of Directors and is responsible for the overall management and leadership of the organization's activities. The President & CEO works closely with the Executive Committee and the Board on the continued development and implementation of LeadingAge California's strategic vision and plan, and the policies and programs to advance the interests of its membership. The President & CEO works to help set the direction and priorities for LeadingAge California and leads the members and staff to achieve the specific goals and objectives needed to accomplish that strategy. The President & CEO is charged with listening to all facets of the membership and building consensus amongst the Board of Directors and members to help ensure all are protected and ultimately benefit from decisions on a wide variety of matters.
The President & CEO of LeadingAge California must:
Create momentum and leadership in state and national discussions on issues effecting older adults through proactive advocacy and developing strong relationships based on trust and professionalism. Become well known to key legislators and regulators in Sacramento.
Build strong external working relationships with LeadingAge national, other California associations, and resident groups in general and to get critical mass to push legislative initiatives of interest to Keep California in the forefront of anticipating changes nationally and educate members to stay ahead of trends.
Engage member communities to help build relationships and become highly knowledgeable of the strategic priorities facing distinct membership. Become personally known to the members, understand the diversity of the membership and continue to successfully balance the needs of the membership segments. Foster an environment where members effectively collaborate and all the voices of the diverse membership, small and large, are heard.
Communicate effectively and ensure members are well served, appreciate the value of, and remain active in LeadingAge California. Promote the value of LeadingAge California to members, create exclusivity in being a member, and retain members who might otherwise be tempted to join other organizations.
Lead the team and be viewed as a respected, respectful, collaborative, team leader and excellent communicator who has the ability to coach, mentor, learn from and inspire others to accomplish their goals. Build a high-performing leadership team by filling vacancies, setting expectations, holding people accountable, and making any structural changes needed to effectively manage LeadingAge California.
ESSENTIAL DUTIES
Leads strategy and develops the strategic plan for the organization and long-term program plans related to public policy, advocacy, leadership development, education, and membership needs, in collaboration with the board and planning committee.
Leads the implementation of long-term plans and programs, as approved by the Board.
Directs effective advocacy on behalf of membership with state and federal regulators and legislators.
Ensures the organization's management and professional teams are appropriately staffed, developed, and focused on LeadingAge California's priorities.
Manages the organization's financial assets in a manner which ensures the viability of LeadingAge California; compliance with laws and regulations, and consistency with the values of the organization.
Serves as primary staff for the Board of Directors and Executive Committee to ensure that they are informed and involved in decisions as appropriate.
Maintains working relationships with related organizations, agencies, and affiliates to promote the organization's initiatives.
Promotes the organization's vision, goals, policies and positions to all stakeholders.
Recruits, hires, manages, trains, motivates and retains human resources to carry out program planning and implementation in accordance with available resources and strategic planning goals, and manages staff output through effective planning, coordination and implementation of policies and procedures. Creates appropriate infrastructure and fills vacancies as needed.
Maintains a personal awareness of the diverse needs of the organization's membership.
Actively promotes and supports the organization's commitment to diversity, member board education and leadership.
REQUIRED COMPETENCIES
Strategic leadership - visionary, with the ability to analyze strategic opportunities for the organization, based on a deep understanding of both the driving forces in the older adult services field, public policy and advocacy priorities, and the capabilities of member organizations; acumen to develop strategies that meet the needs of different membership.
Entrepreneurial orientation and initiative - the capacity to recognize new opportunities for the association, re-examine traditional association offerings, and create new business models in a changing environmental landscape for associations and its members.
Collaborative orientation - the ability to distinguish when collaboration accomplishes more than one organization (or person) can accomplish alone, forge relationships across competitive partners when needed, recognize when to lead and when to follow to achieve desirable outcomes; be a consensus-builder when needed, particularly with representative organizations.
Management Skills - the ability to organize, and inspire a leadership team to deliver content and services that make members more successful than they can be on their own; create a fiscally sound administrative and programmatic structure; develop and execute operational plans; guide and support staff in meeting members' needs, be visible and supportive.
Communication and representation skills - the ability to effectively relate to a wide range of stakeholders, from high level government officials to staff of member organizations, inspire trust and confidence, and represent the entire not-for-profit field of aging. Must be extroverted, communicate effectively in a variety of settings, be comfortable with public speaking, and serve as the face of the organization.
Leadership style - the ability to flex and adapt to changing circumstances with ease and grace. A charismatic leader who is approachable, inspirational and motivational, intellectually curious, bright, inquisitive, sees the big picture and finds innovative solutions to tricky problems.
PREFERRED EDUCATION AND EXPERIENCE
Bachelor's degree in a relevant field is required; master's degree preferred.
10 years of progressively responsible leadership experience in aging, health care, policy or association. Prior experience leading an organization preferred.
Experience working in California's political environment.
Comfortable working in a very diverse setting.
Prior experience working with a board of directors.
Experience working in a non-profit setting and resonance with the mission and values of LeadingAge California.
WORKING CONDITIONS
General office working conditions. Frequent travel required.
This does not list all duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based on your performance of the tasks listed in this job description.
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$186k-336k yearly est. 2d ago
Product Sr. Analyst
Banco Santander 4.4
Miami, FL job
Product Sr. AnalystCountry: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
Position Summary
The Sr. Product Analyst plays a key role in supporting the Fund Advisory team through the generation of mutual fund and ETF ideas aligned with the bank's framework. This position involves close collaboration with Bankers and Advisors to communicate product insights and ensure offerings are responsive to evolving market conditions and client needs. The role includes conducting ongoing analysis and research across the investment universe to complement the recommended fund list.
In addition, the Sr. Product Analyst provides support across multiple functions, including the preparation of analytical reports, implementation of new projects, and other initiatives that enhance the team's effectiveness and strategic objectives.
The Sr. Product Analyst reports to the Head of Fund Selection.
Risk Objectives- Proactive identification of issues or concerns related to potential gaps in existing processes, procedures, policies, frameworks, etc.;
- Contribution to satisfactory results in audit reviews, compliance reviews, and regulatory examinations (internal/ external), Compliance and Regulatory Agency reviews; response to required corrective actions in a timely and complete manner;
- Completion of all assigned training (Compliance, Bank Secrecy Act, Audit, Code of Conduct, etc.) and reporting requirements within set timeframes; and
- Adherence to the Code of Conduct, assigned Risk Tolerance or Mandates and all organizational policies and procedures applicable to role.
Primary Duties & Responsibilities
Position Duties / Responsibilities% of Time Spent
• Collaborate closely with the Fund Advisory team to develop investment proposals and generate mutual fund and ETF ideas aligned with client and market needs.20
• Prepare high-quality reports and presentations for senior management, investment committees, and commercial teams, covering new product launches, strategic initiatives, and fund recommendations.10
• Produce periodic reporting to monitor and analyze the performance of the mutual fund and ETF universe, including identifying under/overperformance against benchmarks and peer groups.5
• Support the ongoing review and monitoring of the approved mutual fund and ETF universe by identifying inconsistencies or deviations within the security master database.5
• Draft and distribute clear, insightful communications to Bankers and Advisors on recommended universe performance, including rationale for changes (entries, exits, updates, alerts).10
• Act as liaison between the Fund Advisory team and Commercial and Investment areas to ensure effective alignment and dissemination of investment ideas, new products, and initiatives.20
• Contribute to the creation and maintenance of marketing materials that support Fund Advisory efforts and enhance the visibility of offerings on Digital Wealth platforms.10
• Participate in meetings with fund managers to deepen understanding of investment strategies and provide feedback to internal stakeholders.10
• Continuously monitor both solicited and unsolicited holdings across client portfolios to identify opportunities for portfolio optimization and targeted advice.5
• Other duties as assigned or requested by immediate supervisor5
Core Competencies
CollaborationTeamwork:
• Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
• Provides assistance and coaches less experienced team members
Relationship Management:
• Knows who to reach out to inside and outside of one's team to get work done
• Takes action to enhance working relationships needed to achieve seamless work flow
Conflict: • Establishes rapport with all parties in an attempt to diffuse tension
• Confronts the issue, not the person
OwnershipSelf-Starter:
• Displays initiative, flexibility and focus to get things done
• Actively contributes ideas, suggestions, and constructive comments to meetings and discussions
Accountability:
• Follows through to meet commitments to others
• Takes responsibility for achieving strong results, despite balancing multiple, complex demands
Execution Excellence: • Organizes and prioritizes workload and tasks for oneself and team members
• Actively plans ahead for routine and cyclical work
CommunicationTwo-Way Communication:
• Communicates in a timely and straightforward manner
• Probes for additional information, clarifies assumptions, and confirms agreed-upon actions
• Keeps everyone involved informed about progress and issues
Information Sharing:
• Uses information and data effectively to support a position and present a rational case
Influencing Skills: • Takes the time to draw out and understand the underlying interest, concerns and agenda of other parties
• Presents logical, data-based arguments to convince others
Change OrientationFlexibility:
• Adapts to change quickly and makes suggestions for increasing the effectiveness of change
• Appropriately shifts attention and refocuses on new goals as a result of changes in priorities or competing work demands
Support Change:
• Understands rationale for change and adjusts schedules and tasks to make things work
• Anticipates and plans for changes in work schedules and assignments
Innovation: • Initiates creation or modification of procedures, policies, systems or structures to more effectively meet customer needs and requirements
Problem SolvingProblem Identification:
• Identifies the component parts of a complex situation or problem and the relationship among variables that are not obvious
Solution Definition:
• Sees through complexity and detail to get to the critical issues at hand
• Takes into account the wider context within which problems exist
Resourcefullness: • Builds and maintains one's network of contacts and resources and knows who to involve in problem resolution
Customer ServiceCustomer Understanding:
• Probes in-depth to understand the customer's business needs
• Explores and understands the customer's alternatives and decision criteria
Issue Ownership:
• Addresses customer's requests, ensures concerns are recorded accurately and action is initiated appropriately
• Makes extra effort to satisfy customers needs and meet commitments
Customer Satisfaction: • Assesses problem situations and initiates effective interventions that result in customer satisfaction
• Takes time to develop and maintain relationships with customers
Specialized Knowledge
• Deep knowledge in mutual funds, ETFs, and investment product.
• Experience with reporting and visualization tools ( Tableau, medea, T24, qTeseo, etc).
• Knowledge of Bloomberg, Allfunds, advance Microsoft tools (Excel, Power point, Word).
• Good communication and writing skills.
• English and Spanish proficiency.
Job Requirements
EducationBachelor's degree required or equivalent experience
Business Experience3-5 years of relevant experience or demonstrated required level of proficiency
Supervisory / Management ScopeIndividual contributor
Technical Knowledge• Microsoft Excel, PowerPoint & Word.
• Strong communication skills, verbal and written.
• Goal oriented.
• Flexible and able to work in a fast-paced environment.
Licenses / CertificationsN/A
Languages: English, and Spanish.
Physical RequirementsDuties are performed in an office environment. Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting (10-20 lbs.) and carrying of supplies, files, etc; the ability to speak to and hear customers and/or other employees both telephone calling and in person; and body motor skills sufficient to enable the incumbent to move from one office location to another.
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: Employer Rights:This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This is not a contract for employment and either you or the employer may terminate at any time for any reason.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$63,750.00 USD
Maximum:
$97,500.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$63.8k-97.5k yearly Auto-Apply 4d ago
Public Media Fundraising Canvass Director
Donor Development Strategies 3.7
San Diego, CA job
A nonprofit organization in California is seeking a Nonprofit Canvass Director to lead grassroots fundraising efforts for public media. This pivotal role requires strong leadership skills and a passion for community engagement. The successful candidate will manage a team, train staff, and ensure fundraising targets are met. Competitive pay of $24.00 per hour and comprehensive benefits are offered, including healthcare and 401(k).
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