Operations Associate jobs at J.P. Morgan - 161 jobs

About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About the Role BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking an Investment Operations Associate who can support middle office functions for our tax managed strategies. Responsibilities • Perform daily cash and position reconciliation of several thousand separately managed accounts. • Collaborate with custodians, brokers, and internal partners to resolve issues related to daily processes, daily data delivery, trade settlement, and security setup. • Work on projects to streamline operations, automate processes, and reduce errors. • Monitor the posting of corporate actions and trades in our internal portfolio accounting system. • Respond to various internal and external client inquiries and requests. • Set up new custodians, platforms, and interfaces. • Ensure continuous process optimization and improvements are in place for a best controlled, risk handled, and scalable operations service team. • Other duties as assigned. Requirements • Bachelor's degree required. Preferably in business, math, finance or related fields. • 2-5 years of experience in operations at an investment management firm. • Background in portfolio accounting and middle office functions is a must. • Experience in working with long short strategies is preferred. • Track record of working in teams to support operational processes. • Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers). • Exceptional attention to detail and problem solving abilities. • Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus. • Ability to operate/prioritize effectively and adhere to tight deadlines. • Demonstrated ability to be flexible and adapt to changing circumstances. For Philadelphia, PA Only the salary range for this position is USD$95,000.00 - USD$127,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About the Role BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking an Investment Operations Associate who can support middle office functions for our tax managed strategies. Responsibilities * Perform daily cash and position reconciliation of several thousand separately managed accounts. * Collaborate with custodians, brokers, and internal partners to resolve issues related to daily processes, daily data delivery, trade settlement, and security setup. * Work on projects to streamline operations, automate processes, and reduce errors. * Monitor the posting of corporate actions and trades in our internal portfolio accounting system. * Respond to various internal and external client inquiries and requests. * Set up new custodians, platforms, and interfaces. * Ensure continuous process optimization and improvements are in place for a best controlled, risk handled, and scalable operations service team. * Other duties as assigned. Requirements * Bachelor's degree required. Preferably in business, math, finance or related fields. * 2-5 years of experience in operations at an investment management firm. * Background in portfolio accounting and middle office functions is a must. * Experience in working with long short strategies is preferred. * Track record of working in teams to support operational processes. * Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers). * Exceptional attention to detail and problem solving abilities. * Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus. * Ability to operate/prioritize effectively and adhere to tight deadlines. * Demonstrated ability to be flexible and adapt to changing circumstances. For Philadelphia, PA Only the salary range for this position is USD$95,000.00 - USD$127,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Job Classification: Investment Management - Investment Operations * A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: The associate will have daily contact with various operations groups within PGIM Quantitative Solutions (PQS), as well as the portfolio management team, client services and numerous other internal and external stakeholders. The associate will be responsible for working through exception reporting, processing corporate events, short-term daily deliverables and email requests. The PQS corporate actions and pricing team utilizes multiple vendor solutions and applications to complete daily tasks. Each set of tasks is completed by one of several associates. This role is within a group that is team oriented and the applicant will be expected to be able to work well within that dynamic. What you can expect: * Day-to-day management of the trade processing workflow * Review and resolve trade discrepancies with brokers and custodians, gain agreement on all trade details (financial info as well as settlement info) * Confirm any necessary adjustments/corrections with Traders and process trade corrections as needed * Ensure all trades are settled by market deadlines on settlement date, with particular emphasis on sensitive markets and short-settlement trades. * Handle incoming email issues; resolve or route accordingly * Monitor all trade processing in our Trade Order Management system * Post all cash adjustments and flows accurately and timely based on days cash package reconciliations. * Build and maintain collaborative relationships with internal and external parties * Follow-up on issues as related to assignments * Assist with ad hoc projects * Monthly Nav reconciliations to Fund Accountant or Custodians What you will bring: * BA/BS degree, preferably in Finance/Economics/Accounting * 1- 2 years of related experience in the accounting/operations area of the investment management industry preferred * Proficient in MS Excel, with an ability to learn new systems * Preferred knowledge of various AI platforms (Power BI, Co-Pilot, others) * Basic Bloomberg knowledge * Quantitative/Analytical skills * During peak periods, the individual may be required to work after regular hours to get the job done What will set you apart? * Excellent communication skills both verbal and written * Detail Oriented * Able to work in a team environment while taking individual responsibility for the quality and accuracy of his/her work * Excellent time management skills; work efficiently under the pressure of deadlines PGIM believes in the Power of a Hybrid work arrangement. The Power of Hybrid is both the flexibility of work from home, as well as the networking and career development of in-person work with colleagues through weekly anchor day(s). This position will work a hybrid schedule in our Newark, NJ office. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $60,000 to $70,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Quantitative Solutions Group Our Business: PGIM Quantitative Solutions is the quantitative, multi-asset and liquid alternatives specialist of PGIM. For more than 45 years, PGIM Quant Solutions has helped investors around the world solve their unique needs by leveraging the power of technology and data as well as advanced academic research. PGIM Quant Solutions manages portfolios across equities, multi-asset and liquid alternatives and offers defined contribution solutions. For more information, please visit PGIM Quantitative Solutions #LI-MM1 What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

About the Company Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Treasury The Role: Associate, Treasury Operations Gemini is looking for a Treasury Operations Associate to support daily reconciliation of bank accounts and reporting on customer liabilities versus cash holdings to ensure financial integrity and compliance. The ideal candidate is a builder who thrives in a fast-paced environment and is energized by open-ended problem solving. Responsibilities: Daily Bank Account Reconciliation - Perform daily reconciliations of firm and customer bank accounts to ensure all transactions are accurately recorded, balances are verified, and discrepancies are promptly investigated and resolved. Customer Liability Reporting - Prepare and analyze reports comparing customer liabilities to cash held in bank accounts, ensuring customer funds are fully backed and aligned with regulatory and internal control requirements. Safeguarding Reconciliation & Transfers - Conduct safeguarding reconciliations to verify segregation of client funds, initiate or approve required transfers, and maintain compliance with safeguarding obligations. Monitor and manage the firm's asset and liability positions to ensure appropriate funding, liquidity, and risk balance. Minimum Qualifications: A-levels (or equivalent secondary school qualification) required and 3 years of experience in the financial services industry or related field. Advanced proficiency in Excel. Understanding of bank deposit processing. Strong communication skills and ability to distill complex topics. Preferred Qualifications: An undergraduate or graduate degree in finance or related field. 3+ years of experience in finance, ideally at a global bank, exchange, hedge fund, financial institution, or crypto trading platform. Advanced proficiency in Excel. Experience using SQL. Understanding of cryptocurrency markets, DeFi protocols, blockchain technology, and consumer credit markets. It Pays to Work Here The compensation & benefits package for this role includes: Competitive starting pay A discretionary annual bonus Long-term incentive in the form of a new hire equity grant Comprehensive health plans 401K with company matching Paid Parental Leave Flexible time off Salary Range: The base salary range for this role is between $82,500 - $110,000 in the State of New York, the State of California and the State of Washington. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data. In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce. This role is hybrid for candidates located near one of our listed hubs and remote for those outside our hubs. Please note compensation is adjusted based on location. At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know. #LI-ES1

About the Company Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Treasury The Role: Associate, Treasury Operations Gemini is looking for a Treasury Operations Associate to support daily reconciliation of bank accounts and reporting on customer liabilities versus cash holdings to ensure financial integrity and compliance. The ideal candidate is a builder who thrives in a fast-paced environment and is energized by open-ended problem solving. Responsibilities: Daily Bank Account Reconciliation - Perform daily reconciliations of firm and customer bank accounts to ensure all transactions are accurately recorded, balances are verified, and discrepancies are promptly investigated and resolved. Customer Liability Reporting - Prepare and analyze reports comparing customer liabilities to cash held in bank accounts, ensuring customer funds are fully backed and aligned with regulatory and internal control requirements. Safeguarding Reconciliation & Transfers - Conduct safeguarding reconciliations to verify segregation of client funds, initiate or approve required transfers, and maintain compliance with safeguarding obligations. Monitor and manage the firm's asset and liability positions to ensure appropriate funding, liquidity, and risk balance. Minimum Qualifications: A-levels (or equivalent secondary school qualification) required and 3 years of experience in the financial services industry or related field. Advanced proficiency in Excel. Understanding of bank deposit processing. Strong communication skills and ability to distill complex topics. Preferred Qualifications: An undergraduate or graduate degree in finance or related field. 3+ years of experience in finance, ideally at a global bank, exchange, hedge fund, financial institution, or crypto trading platform. Advanced proficiency in Excel. Experience using SQL. Understanding of cryptocurrency markets, DeFi protocols, blockchain technology, and consumer credit markets. It Pays to Work Here The compensation & benefits package for this role includes: Competitive starting pay A discretionary annual bonus Long-term incentive in the form of a new hire equity grant Comprehensive health plans 401K with company matching Paid Parental Leave Flexible time off Salary Range: The base salary range for this role is between $82,500 - $110,000 in the State of New York, the State of California and the State of Washington. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data. In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce. This role is hybrid for candidates located near one of our listed hubs and remote for those outside our hubs. Please note compensation is adjusted based on location. At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know. #LI-ES1

About the Company Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Treasury The Role: Associate, Treasury Operations Gemini is looking for a Treasury Operations Associate to support daily reconciliation of bank accounts and reporting on customer liabilities versus cash holdings to ensure financial integrity and compliance. The ideal candidate is a builder who thrives in a fast-paced environment and is energized by open-ended problem solving. Responsibilities: Daily Bank Account Reconciliation - Perform daily reconciliations of firm and customer bank accounts to ensure all transactions are accurately recorded, balances are verified, and discrepancies are promptly investigated and resolved. Customer Liability Reporting - Prepare and analyze reports comparing customer liabilities to cash held in bank accounts, ensuring customer funds are fully backed and aligned with regulatory and internal control requirements. Safeguarding Reconciliation & Transfers - Conduct safeguarding reconciliations to verify segregation of client funds, initiate or approve required transfers, and maintain compliance with safeguarding obligations. Monitor and manage the firm's asset and liability positions to ensure appropriate funding, liquidity, and risk balance. Minimum Qualifications: A-levels (or equivalent secondary school qualification) required and 3 years of experience in the financial services industry or related field. Advanced proficiency in Excel. Understanding of bank deposit processing. Strong communication skills and ability to distill complex topics. Preferred Qualifications: An undergraduate or graduate degree in finance or related field. 3+ years of experience in finance, ideally at a global bank, exchange, hedge fund, financial institution, or crypto trading platform. Advanced proficiency in Excel. Experience using SQL. Understanding of cryptocurrency markets, DeFi protocols, blockchain technology, and consumer credit markets. It Pays to Work Here The compensation & benefits package for this role includes: Competitive starting pay A discretionary annual bonus Long-term incentive in the form of a new hire equity grant Comprehensive health plans 401K with company matching Paid Parental Leave Flexible time off Salary Range: The base salary range for this role is between $82,500 - $110,000 in the State of New York, the State of California and the State of Washington. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data. In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce. This role is hybrid for candidates located near one of our listed hubs and remote for those outside our hubs. Please note compensation is adjusted based on location. At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know. #LI-ES1

About the Company Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Treasury The Role: Associate, Treasury Operations Gemini is looking for a Treasury Operations Associate to support daily reconciliation of bank accounts and reporting on customer liabilities versus cash holdings to ensure financial integrity and compliance. The ideal candidate is a builder who thrives in a fast-paced environment and is energized by open-ended problem solving. Responsibilities: Daily Bank Account Reconciliation - Perform daily reconciliations of firm and customer bank accounts to ensure all transactions are accurately recorded, balances are verified, and discrepancies are promptly investigated and resolved. Customer Liability Reporting - Prepare and analyze reports comparing customer liabilities to cash held in bank accounts, ensuring customer funds are fully backed and aligned with regulatory and internal control requirements. Safeguarding Reconciliation & Transfers - Conduct safeguarding reconciliations to verify segregation of client funds, initiate or approve required transfers, and maintain compliance with safeguarding obligations. Monitor and manage the firm's asset and liability positions to ensure appropriate funding, liquidity, and risk balance. Minimum Qualifications: A-levels (or equivalent secondary school qualification) required and 3 years of experience in the financial services industry or related field. Advanced proficiency in Excel. Understanding of bank deposit processing. Strong communication skills and ability to distill complex topics. Preferred Qualifications: An undergraduate or graduate degree in finance or related field. 3+ years of experience in finance, ideally at a global bank, exchange, hedge fund, financial institution, or crypto trading platform. Advanced proficiency in Excel. Experience using SQL. Understanding of cryptocurrency markets, DeFi protocols, blockchain technology, and consumer credit markets. It Pays to Work Here The compensation & benefits package for this role includes: Competitive starting pay A discretionary annual bonus Long-term incentive in the form of a new hire equity grant Comprehensive health plans 401K with company matching Paid Parental Leave Flexible time off Salary Range: The base salary range for this role is between $82,500 - $110,000 in the State of New York, the State of California and the State of Washington. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data. In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce. This role is hybrid for candidates located near one of our listed hubs and remote for those outside our hubs. Please note compensation is adjusted based on location. At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know. #LI-ES1

Job Description Operations Associate, Cash Management & Trading Administration BBR Partners is a fast-growing wealth management firm serving high-net-worth individuals and families. Founded in 2000, we now manage over $35 billion in client assets. Our people are our greatest strength, and we're proud of the collaborative, innovative culture we've built. If you're looking to be part of a team that values growth, impact, and fresh ideas, we invite you to join us on our journey! Responsibilities: Cash Movement & Banking Operations: Coordinate with client custodians to execute external wires, ACH transfers, and inter-account cash movements Ensure all cash transactions are completed accurately and on schedule Trade Execution: Ensure timely and accurate execution of client trades including: Alternative assets (e.g., hedge funds, private equity funds) Standard liquid assets (e.g., mutual funds, equities) Use rebalancing software to generate and process mutual fund trades as required Relationship Management & Communication: Manage trade-related communications and maintain relationships with: Third-party equity and fixed income managers Alternative fund managers and fund administrators Account Lifecycle & Compliance Support: Handle ongoing account events, including: KYC/AML requests and documentation Ad hoc fund account-related requests Qualifications: Required : 1-3 years of post-undergraduate work experience in finance, accounting, or operations Strong communication and interpersonal skills (written and verbal) High level of attention to detail & organizational skills Diligence and intrinsic self-motivation Demonstrated history of initiative and ability to learn quickly Excellent quantitative, mathematical, problem-solving skills Proficiency with Excel, familiarity with all other Microsoft Office products Preferred: Bachelor's degree Experience with banking and custodial operations Exposure to and familiarity with: Traditional assets such as Equities, Fixed Income, Mutual Funds, etc. Alternative assets such as Hedge Funds and Private Equity Funds Working knowledge of SS&C/Advent APX, or similar portfolio management/accounting software What We Offer: Competitive base salary and incentive compensation. Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career growth opportunities. Volunteer opportunities and matching gift program. Flexible time off, paid parental leave, and Sabbatical with company tenure. Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $70,000- $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

About Nubank Nubank was founded in 2013 to free people from a bureaucratic, slow and inefficient financial system. Since then, through innovative technology and outstanding customer service, the company has been redefining people's relationships with money across Latin America. With operations in Brazil, Mexico, and Colombia, Nubank is one of the largest digital banking platforms and leading technology companies in the world. Today, Nubank is a global company, with offices in São Paulo (Brazil), Mexico City (Mexico), Buenos Aires (Argentina), Bogotá (Colombia), Durham (United States), and Berlin (Germany). For more information, visit ******************************************** About the Role: We are building a bold, differentiated product for US: from zero to one. We operate like a startup inside Nu: lean, fast-paced, and obsessed with impact. If you're excited by end-to-end ownership, novel problems, and a team where everyone rolls up their sleeves, this is your moment. As one of the first members of the Operations team, you will lead the development and implementation of processes and best practices to ensure regulatory compliance, fraud prevention, and investigations, partnering closely with key stakeholders including Engineering, Compliance, Legal, and AML team You will ensure Nubank's sustainable growth by supporting regulatory demands for AML Ops, KYC, and EDD, all while challenging the status quo. You'll be responsible for: Your primary objective will be to minimize and eliminate fraudulent activity at onboarding and throughout the product lifecycle, while ensuring full compliance with regulatory reporting. You will also be responsible for driving Nubank's sustainable growth by supporting the regulatory demands of AML Ops, KYC, and EDD-all while challenging the status quo through innovative process design. Below is a general list of expected responsibilities; remember that this is one of our earliest hires. Flexibility, autonomy, and the proactivity to define what should be done will be key. We work collaboratively with teams across Nu and can ensure that you will be supported across a wide set of domains. Work with US Compliance, Regulatory, and Legal experts to design, diagram, and execute processes for: Capturing relevant information at onboarding to prevent fraudulent applicants from becoming customers. This includes identity validation and structuring the data elements we need to capture for KYC. Capturing information needed to support AML policies at onboarding. Sanctions screening at the time of onboarding Design and execute processes and policies for ongoing monitoring of accounts, including: Account takeover prevention Mule account recognition and prevention Chargebacks and transactional fraud ACH fraud Other fraud and security incidents investigations Strengthen the AML Ops team to be aligned with the responsibilities we have as a financial institution. Sophisticated reporting to immediately inform money-laundering or terrorism financing activity to the relevant authorities Analyze AML Alerts, financial transactions, judicial orders, accounts, and data from the alerts generated by the AML transaction monitoring system, to identify suspicious situations and provide detailed recommendations. Vendor Management (e.g., KYC providers) We are looking for a person who has: A Bachelor's, Master's, or Law degree is required in a discipline such as Business Administration, Accounting, Economics, Engineering, Finance, Information Technology, or a Risk Management-related field. Proven professional experience, ideally within AML, Sanctions, Risk Management, or other control functions. Prior experience in monitoring/testing or quality control roles in AML, Audit or Risk. Prior management experience is preferred Prior investigations experience in the digital asset, payments, and/or Fintech space is a plus Previous experience collaborating with global teams. Skills you'll need to succeed: In addition to expertise in the above, you may fit the role well if you: Have a high degree of ownership. You're building something new. Strong analytical, problem-solving, and critical thinking abilities, with the capacity to translate complex technical data into actionable business insights. Excellent communication and interpersonal skills, enabling effective engagement with stakeholders across various teams and seniority levels. Enthusiasm for Artificial Intelligence and coding skills (e.g., SQL, Python, Scala, or similar programming languages) are a plus. You are able to place yourself in the shoes of a customer. While risk mitigation for Nubank is the most important thing, we also need to consider what a smooth and customer‑delighting experience will look like. Like the idea of working in a startup within Nu - fast-moving, high-trust, creative, and always up for a challenge. Are adaptable and can both exist in ambiguity as well as know when to create clarity. Our Nu Way of Working: During the first half of 2026, our work model is hybrid. For every eight or twelve weeks of remote work, one will be at a Nubank office. Learn more at our blog: **************************************************************************** Beginning in July, we will transition to an in-person hybrid model. This role must be based in Miami or Wahinstong DC area, and is expected to be in the office at least two days a week. Diversity and Inclusion at Nu At Nubank, we want to be sure that we're building a more diverse and inclusive workplace that reflects the customers we serve and seek to empower. That's why we hire based on equality. We consider gender, ethnicity, race, religion, sexual orientation, and other identity markers as enriching elements to our company while ensuring neither of them represent a barrier when recruiting fantastic talent. Our Benefits Opportunity of earning equity at Nu Medical Insurance Dental and Vision Insurance Life Insurance and AD&D Extended maternity and paternity leaves Nucleo - Our learning platform of courses NuLanguage - Our language learning program NuCare - Our mental health and wellness assistance program Extended maternity and paternity leaves 401K Saving Plans - Health Saving Account and Flexible Spending Account Work-from-home Allowance Relocation Assistance Package, if applicable.

Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We're looking for a Financial Operations Associate to support the daily movement, tracking, and reconciliation of digital assets across wallets, various blockchains, and custodial platforms. This role is ideal for someone early in their career with a finance, accounting, or operations background who is interested in crypto and eager to deepen their understanding of digital asset operational workflows, reporting, and controls. What You'll Do Support daily digital asset operations, including reviewing, tracking, and reconciling asset movements across wallets, blockchains, and custodial platforms Monitor blockchain transactions and settlements Monitor wallet balances and activity and maintain accurate reports using Excel or Google Sheets Assist with building and maintaining financial reports and dashboards (Python, Google Scripts, and Tableau experience a plus, but not required) Process and track internal digital asset funding requests Partner with Accounting to support month-end close activities Prepare supporting documentation for audits and internal reviews Help document and improve financial operations processes as the business scales What We Look For 2-4 years of experience in finance, accounting, operations, data/analytics, treasury, crypto operations or engineering Strong interest in crypto and foundational experience using wallets, exchanges, custodial platforms, or DeFi platforms Familiarity with crypto, DeFi, and blockchain fundamentals High attention to detail and strong organization Ability to analyze and reconcile data across multiple sources Clear communication skills and a collaborative mindset Project management skills a plus Experience working in a fast-paced startup environment is a plus Eagerness to learn Salary Compensation Range: $62,050-$73,000/yr 25% annual bonus target, paid quarterly Company equity in the form of RSUs This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans Company HSA, FSA, Dependent Care, 401k, and commuter benefits Employer-funded life and disability insurance coverage 11 Observed Holidays & PTO plan Up to 12 weeks paid family leave Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-SB1 #LI-Hybrid

About this role BlackRock Active Investment Stewardship (BAIS) is a specialist team within the active investment business and manages BlackRock's (BLK) stewardship engagement and voting on behalf of clients invested in active strategies globally. The team sits within BLK's Portfolio Management Group (PMG). BAIS activities are informed by our Global Engagement and Voting Guidelines and insights from active investment analysts and portfolio managers, excluding index equity, with whom we work closely in engaging companies. Position Overview The BAIS Operations Associate will be responsible for promoting sound corporate governance as an informed, engaged shareholder on behalf of clients invested in active strategies. They will be responsible for supporting the BAIS proxy voting platform by onboarding new accounts for voting, implementing control processes, and generating reports. As part of a new team at BlackRock, the role will have opportunities to develop and contribute toward strategic projects aimed at enhancing BAIS operational processes and procedures to ensure BAIS delivers best-in-class stewardship for BLK clients. The BAIS Operations Associate will report to the Head of BAIS Operations. Key Responsibilities Support the implementation of operational processes and procedures of the BAIS proxy voting platform. Develop expertise of the proxy voting infrastructure and troubleshoot where necessary with third-party vendors, custodians, and/or other stakeholders. Develop expertise in the interaction of the third-party proxy voting platform and BlackRock internal systems. Partner with BAIS voting analysts, portfolio managers, and other internal stakeholders across the active platform and across the shared platform such as Securities Lending and Client Reporting to support the BAIS proxy voting platform. Partner with portfolio onboarding to ensure proper set-up of new portfolios for proxy voting. Support and enhance client reporting of BAIS proxy voting activity. Maintain and enhance the BAIS operational environment to ensure regulatory and client obligations are met. Implement standardized control and reconciliation processes. Support ad hoc requests within the scope of BAIS operations as needed for clients or other internal stakeholders. Key Qualifications An undergraduate degree in finance, economics, accounting, or other relevant field. A minimum two to four years of experience, preferably in an operational role. A keen interest in corporate governance and proxy voting. Collaborative with strong interpersonal skills to build and maintain relationships internally and with external parties. Strong verbal and written communication skills. Strong work ethic with the ability to prioritize, analyze, and resolve complex issues independently while paying consistent attention to detail. Demonstrated problem-solving and project management skills. Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint Experience working with corporate governance data is a plus. Experience with SQL or Python is a plus. For New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

The Deposit Operations Specialist is responsible for supporting the daily processing and maintenance of deposit accounts, ensuring accuracy, compliance, and efficiency in all deposit-related transactions. This role plays a key part in the back-office functions of the bank, providing operational support to internal departments and delivering excellent service to customers through accurate and timely processing. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: Process daily ACH & Inclearing exceptions, including incoming and outgoing transactions, returns, reversals, and exceptions. Process daily deposit transactions, including ACH, stop payments, check adjustments, and account maintenance. Process IRS and Commonwealth of MA Levies and Social Security reclamations accordingly. Handle Returned Deposited Items and large dollar notifications. Review and verify the accuracy of account documentation, signatures, and maintenance requests. Quality control review for address, email and phone number changes. Working knowledge of deposit products such as checking, savings, CDs, and IRAs. Familiarity of Abandoned Property, Garnishments (Levies, Writs & Subpoenas) Monitor and resolve exceptions related to deposit activity, returns, or holds. Ensure compliance with federal and state banking regulations (e.g., Reg CC, Reg D, Reg E, Bank Secrecy Act). Respond to internal inquiries from branch personnel and other departments regarding deposit operations procedures and policies. Perform customer research requests. Participate in system updates, testing, and process improvement initiatives. Maintain confidentiality and adhere to all security and privacy procedures. OTHER ACCOUNTABILITIES / RESPONSIBILITIES Performs related and unrelated duties as may be assigned. Complete all required regulatory training and other internal training as provided. POSITION REQUIREMENTS: High School Diploma or equivalent 1-3 years of banking experience, preferably Deposit Operations Strong analytical and organizational skills as well as close attention to detail. Have the ability to communicate effectively, orally and in writing, to all levels of responsibility. Strong telephone techniques, communication and customer service skills. Knowledge of consumer deposit account terms and conditions agreement/disclosure; Knowledge of CDs product and IRA products and forms Must have a positive attitude and the ability to work in a changing business environment Ability to effectively interact with all internal bank organizational levels, external bank consultants, examiners, vendors, and internal and external bank customers. Ability to take initiative in finding solutions to difficult and/or sensitive problems Exceptional attention to detail, organizational skills, and ability to manage multiple deadlines. Proficiency with banking systems, and Microsoft Office applications. AAP (Accredited ACH Professional) certification preferred or willingness to obtain. SUPERVISORY SCOPE NA WORK ENVIRONMENT: Work environment consists of typical office conditions with moderate noise level. Maintains a schedule consisting of in office and remote work (Remote work mirrors company-wide requirement and is subject to change). PHYSICAL QUALIFICATIONS: Candidate must have the physical ability to sit, stand, walk, talk and hear. Must be able to lift up to 10 pounds. Must have the ability to adjust focus. INDEPENDENT ACTION: Performs work within established guidelines and according to specific procedures. Refer any issues to the appropriate immediate supervisor. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities.

Job Description The Deposit Operations Specialist is responsible for supporting the daily processing and maintenance of deposit accounts, ensuring accuracy, compliance, and efficiency in all deposit-related transactions. This role plays a key part in the back-office functions of the bank, providing operational support to internal departments and delivering excellent service to customers through accurate and timely processing. PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES: Process daily ACH & Inclearing exceptions, including incoming and outgoing transactions, returns, reversals, and exceptions. Process daily deposit transactions, including ACH, stop payments, check adjustments, and account maintenance. Process IRS and Commonwealth of MA Levies and Social Security reclamations accordingly. Handle Returned Deposited Items and large dollar notifications. Review and verify the accuracy of account documentation, signatures, and maintenance requests. Quality control review for address, email and phone number changes. Working knowledge of deposit products such as checking, savings, CDs, and IRAs. Familiarity of Abandoned Property, Garnishments (Levies, Writs & Subpoenas) Monitor and resolve exceptions related to deposit activity, returns, or holds. Ensure compliance with federal and state banking regulations (e.g., Reg CC, Reg D, Reg E, Bank Secrecy Act). Respond to internal inquiries from branch personnel and other departments regarding deposit operations procedures and policies. Perform customer research requests. Participate in system updates, testing, and process improvement initiatives. Maintain confidentiality and adhere to all security and privacy procedures. OTHER ACCOUNTABILITIES / RESPONSIBILITIES Performs related and unrelated duties as may be assigned. Complete all required regulatory training and other internal training as provided. POSITION REQUIREMENTS: High School Diploma or equivalent 1-3 years of banking experience, preferably Deposit Operations Strong analytical and organizational skills as well as close attention to detail. Have the ability to communicate effectively, orally and in writing, to all levels of responsibility. Strong telephone techniques, communication and customer service skills. Knowledge of consumer deposit account terms and conditions agreement/disclosure; Knowledge of CDs product and IRA products and forms Must have a positive attitude and the ability to work in a changing business environment Ability to effectively interact with all internal bank organizational levels, external bank consultants, examiners, vendors, and internal and external bank customers. Ability to take initiative in finding solutions to difficult and/or sensitive problems Exceptional attention to detail, organizational skills, and ability to manage multiple deadlines. Proficiency with banking systems, and Microsoft Office applications. AAP (Accredited ACH Professional) certification preferred or willingness to obtain. SUPERVISORY SCOPE NA WORK ENVIRONMENT: Work environment consists of typical office conditions with moderate noise level. Maintains a schedule consisting of in office and remote work (Remote work mirrors company-wide requirement and is subject to change). PHYSICAL QUALIFICATIONS: Candidate must have the physical ability to sit, stand, walk, talk and hear. Must be able to lift up to 10 pounds. Must have the ability to adjust focus. INDEPENDENT ACTION: Performs work within established guidelines and according to specific procedures. Refer any issues to the appropriate immediate supervisor. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities.

KnowFully Learning Group is growing and is currently in search of a Webinar Operations Associate! KnowFully Learning Group provides comprehensive and engaging continuing education for professionals at all experience levels and support those preparing for certification exams. We service two main industries - Finance/Accounting and Healthcare. Our employees are innovative and passionate about learning. We embrace each other's differences. Through our learning initiatives and teambuilding, we have created a great place to work. If you love what you do and want to work in an environment where hard work is valued, please apply! This position is a technically savvy and customer-centric individual who is responsible for administering live webinars for the learners and providing customer support via phone and live chat. Proficiency in audio/video technology, combined with their strong organizational and communication skills, will play a vital role in delivering top-notch services to customers. Demonstrating a successful track record in administering daily live webinar broadcasts while upholding excellent service standards and ensuring high customer satisfaction. Location: Remote Supervisory Responsibilities: None Duties/Responsibilities: Capture, record, and deliver high quality webinar broadcasts. Troubleshoot technical issues that customers might have when viewing our webinars. Pre-production equipment tests to prevent any issues during live broadcasts and recordings. Handle complaints, provide appropriate solutions, and alternatives within the time limits and follow up to ensure resolution. Assist customers with other support related needs. Follow communication procedures, guidelines, and policies. Available for evening/weekend work when necessary. Other duties and responsibilities as assigned. Required Skills/Abilities: Ability to collaborate and respond quickly. Excellent organizational skills and attention to detail, accuracy, and quality. Excellent communication skills, both written and oral. Excellent time management skills with a proven ability to meet deadlines. Strong Computer / Data Entry Skills - Microsoft Office Proficiency. Problem solving and troubleshooting skills. Continual focus on improvement, innovation, and creative development. Ability to work well independently and as a team. Ability to adapt to the changing needs of the company and department. Ability to portray a cooperative, professional, and positive attitude towards customers, managers, and other co-workers. Ability to function well in a high-paced and at times stressful environment. Ability to multi-task in a flexible environment with minimum supervision Proficient with Microsoft Office Suite or related software. Salary: The starting salary for the Webinar Operations Associate position is competitive and will be commensurate with the candidate's qualifications and experience. The starting hourly pay is $20/hour with the potential for an annual discretionary bonus based on company and individual performance. The final offer will be determined based on factors such as the candidate's skills, education, relevant work experience, and location. The company also offers a comprehensive benefits package, including health insurance, retirement plan, paid time off, and other perks like remote work. The total compensation package will be discussed in the interview process and based on fit for the role and the organization. The company is committed to providing a fair and competitive compensation structure that reflects the value and contributions of its employees. We believe in fostering a work environment that recognizes and rewards excellence, and we are dedicated to attracting and retaining top talent in the industry. Education and Experience: BA/BS College degree; Degrees specifically in TV/Film/Video production, Communications, Computer Science, Audio/Visual, or equivalent work experience preferred. Live Production Experience; Experience in a live production environment, filming, and/or outputting live streaming video. Remote Production Experience; Experience in a remote production environment, filming, and/or outputting live streaming video. Strong Computer Skills: Experience in video/audio editing through the Adobe Suite is a major plus. HTML5 video playback knowledge a plus. Familiarity with CRM systems and practices; Microsoft Dynamics experience preferred. Experience with Webinar/video conferencing technology and using webcams. Knowledgeable in both Microsoft and Apple products. Experience in Customer Service, Technical Support, or related areas with direct customer communication: Phone/Live Chat support experience preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Equal Opportunity Statement: KnowFully Learning Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Claims and Disputes, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery Considers and plans for upstream and downstream implications of new product features on the overall product experience Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle Writes the requirements, epics, and user stories to support product development Analyzes contact volumes and customer journey/friction points across a variety of channels to drive product feature prioritization Refines strategies and solutions to enhance self-service utilization and reduce customer contact volume Required qualifications, capabilities, and skills 2+ years of experience or equivalent expertise in product management or a relevant domain area Proficient knowledge of the product development life cycle activities including discovery and requirements definition, and strong use of planning and strategy tools such as Jira Align and Agile Excellent written, visual, and verbal communication skills Rigorous, logical thinker with ability to identify and articulate rationale, assumptions, and risks Developing knowledge of data analytics and data literacy Direct experience in check fraud prevention and management Proficient in using collaboration platforms such as Confluence and SharePoint to drive project documentation and team alignment Preferred qualifications, capabilities, and skills Experienced in leveraging SQL and SAS for efficient data extraction and analysis, enabling actionable insights and informed business strategies

Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Consumer and Community Banking, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery Considers and plans for upstream and downstream implications of new product features on the overall product experience Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle Writes the requirements, epics, and user stories to support product development Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise in product management or a relevant domain area Proficient knowledge of the product development life cycle Experience in product life cycle activities including discovery and requirements definition Developing knowledge of data analytics and data literacy

Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Claims and Disputes, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. **Job responsibilities** + Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery + Considers and plans for upstream and downstream implications of new product features on the overall product experience + Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers + Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle + Writes the requirements, epics, and user stories to support product development + Analyzes contact volumes and customer journey/friction points across a variety of channels to drive product feature prioritization + Refines strategies and solutions to enhance self-service utilization and reduce customer contact volume **Required qualifications, capabilities, and skills** + 2+ years of experience or equivalent expertise in product management or a relevant domain area + Proficient knowledge of the product development life cycle activities including discovery and requirements definition, and strong use of planning and strategy tools such as Jira Align and Agile + Excellent written, visual, and verbal communication skills + Rigorous, logical thinker with ability to identify and articulate rationale, assumptions, and risks + Developing knowledge of data analytics and data literacy + Direct experience in check fraud prevention and management + Proficient in using collaboration platforms such as Confluence and SharePoint to drive project documentation and team alignment **Preferred qualifications, capabilities, and skills** + Experienced in leveraging SQL and SAS for efficient data extraction and analysis, enabling actionable insights and informed business strategies Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

JobID: 210678810 JobSchedule: Full time JobShift: Day : Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Claims and Disputes, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities * Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery * Considers and plans for upstream and downstream implications of new product features on the overall product experience * Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers * Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle * Writes the requirements, epics, and user stories to support product development * Analyzes contact volumes and customer journey/friction points across a variety of channels to drive product feature prioritization * Refines strategies and solutions to enhance self-service utilization and reduce customer contact volume Required qualifications, capabilities, and skills * 2+ years of experience or equivalent expertise in product management or a relevant domain area * Proficient knowledge of the product development life cycle activities including discovery and requirements definition, and strong use of planning and strategy tools such as Jira Align and Agile * Excellent written, visual, and verbal communication skills * Rigorous, logical thinker with ability to identify and articulate rationale, assumptions, and risks * Developing knowledge of data analytics and data literacy * Direct experience in check fraud prevention and management * Proficient in using collaboration platforms such as Confluence and SharePoint to drive project documentation and team alignment Preferred qualifications, capabilities, and skills * Experienced in leveraging SQL and SAS for efficient data extraction and analysis, enabling actionable insights and informed business strategies

KnowFully Learning Group is growing and is currently in search of a Webinar Operations Associate! KnowFully Learning Group provides comprehensive and engaging continuing education for professionals at all experience levels and support those preparing for certification exams. We service two main industries - Finance/Accounting and Healthcare. Our employees are innovative and passionate about learning. We embrace each other's differences. Through our learning initiatives and teambuilding, we have created a great place to work. If you love what you do and want to work in an environment where hard work is valued, please apply! This position is a technically savvy and customer-centric individual who is responsible for administering live webinars for the learners and providing customer support via phone and live chat. Proficiency in audio/video technology, combined with their strong organizational and communication skills, will play a vital role in delivering top-notch services to customers. Demonstrating a successful track record in administering daily live webinar broadcasts while upholding excellent service standards and ensuring high customer satisfaction. Location: Remote Supervisory Responsibilities: None Duties/Responsibilities: Capture, record, and deliver high quality webinar broadcasts. Troubleshoot technical issues that customers might have when viewing our webinars. Pre-production equipment tests to prevent any issues during live broadcasts and recordings. Handle complaints, provide appropriate solutions, and alternatives within the time limits and follow up to ensure resolution. Assist customers with other support related needs. Follow communication procedures, guidelines, and policies. Available for evening/weekend work when necessary. Other duties and responsibilities as assigned. Required Skills/Abilities: Ability to collaborate and respond quickly. Excellent organizational skills and attention to detail, accuracy, and quality. Excellent communication skills, both written and oral. Excellent time management skills with a proven ability to meet deadlines. Strong Computer / Data Entry Skills - Microsoft Office Proficiency. Problem solving and troubleshooting skills. Continual focus on improvement, innovation, and creative development. Ability to work well independently and as a team. Ability to adapt to the changing needs of the company and department. Ability to portray a cooperative, professional, and positive attitude towards customers, managers, and other co-workers. Ability to function well in a high-paced and at times stressful environment. Ability to multi-task in a flexible environment with minimum supervision Proficient with Microsoft Office Suite or related software. Salary: The starting salary for the Webinar Operations Associate position is competitive and will be commensurate with the candidate's qualifications and experience. The starting hourly pay is $20/hour with the potential for an annual discretionary bonus based on company and individual performance. The final offer will be determined based on factors such as the candidate's skills, education, relevant work experience, and location. The company also offers a comprehensive benefits package, including health insurance, retirement plan, paid time off, and other perks like remote work. The total compensation package will be discussed in the interview process and based on fit for the role and the organization. The company is committed to providing a fair and competitive compensation structure that reflects the value and contributions of its employees. We believe in fostering a work environment that recognizes and rewards excellence, and we are dedicated to attracting and retaining top talent in the industry. Education and Experience: BA/BS College degree; Degrees specifically in TV/Film/Video production, Communications, Computer Science, Audio/Visual, or equivalent work experience preferred. Live Production Experience; Experience in a live production environment, filming, and/or outputting live streaming video. Remote Production Experience; Experience in a remote production environment, filming, and/or outputting live streaming video. Strong Computer Skills: Experience in video/audio editing through the Adobe Suite is a major plus. HTML5 video playback knowledge a plus. Familiarity with CRM systems and practices; Microsoft Dynamics experience preferred. Experience with Webinar/video conferencing technology and using webcams. Knowledgeable in both Microsoft and Apple products. Experience in Customer Service, Technical Support, or related areas with direct customer communication: Phone/Live Chat support experience preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Equal Opportunity Statement: KnowFully Learning Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.