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Team Leader jobs at J.P. Morgan - 230 jobs

  • Senior Risk Analytics Lead - Remote & Fair Lending

    Social Finance, Inc. (SoFi 4.5company rating

    San Francisco, CA jobs

    A next-generation financial services company is seeking a Senior Risk Analyst to enhance the fair lending analytics program in San Francisco, CA. The role requires a Master's degree in a quantitative discipline and two years of experience. Candidates should be skilled in Python, SQL, AWS, and machine learning. This position allows full-time telecommuting and offers a competitive salary range of $170,000.00 - $187,000.00 per annum, along with standard benefits. #J-18808-Ljbffr
    $170k-187k yearly 3d ago
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  • Senior Charitable Consulting Leader - Hybrid

    Charles Schwab 4.8company rating

    San Francisco, CA jobs

    A leading financial services firm is seeking an experienced Charitable Consultant to manage relationships and source new opportunities at DAFgiving360. The ideal candidate has over 10 years of professional experience and extensive knowledge of the financial services industry. Responsibilities include providing education on charitable planning and collaborating with advisors. This position offers a competitive benefits package, including a 401(k) plan and a hybrid work environment. #J-18808-Ljbffr
    $117k-151k yearly est. 3d ago
  • Mission Critical OFCI/Commissioning Lead

    Blackrock Resources LLC 4.4company rating

    Columbus, OH jobs

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Now Hiring: Mission Critical OFCI/Commissioning Lead Schedule: 5/10's + 8 hours on Saturdays Start Date: As soon as a qualified candidate is identified Project Type: Mission Critical Data Center If you excel at coordinating complex equipment deliveries, managing vendor relationships, and ensuring commissioning activities stay on schedule, this role offers the chance to support high-visibility data center projects. What You'll Do: You'll serve as the central point of coordination for OFCI equipment from delivery through installation and commissioning. Your work helps keep testing phases (L2-L5) on track and ensures all vendors, subcontractors, and site teams are aligned. Key responsibilities include: OFCI & Commissioning Coordination Manage the OFCI log, including equipment deliveries and push/pull ticket requests. Request deliveries from offsite storage and integrators; resolve delivery conflicts and delays. Use the Star Tool to request vendor resources for L2-L5 testing. Vendor & Subcontractor Collaboration Build and maintain a Smartsheet contact list for OFCI vendors and subcontractors. Coordinate equipment deliveries with site superintendents to align with project schedules. Drive communication between subcontractors and OFCI vendors to resolve installation concerns. Inspection & Documentation Management Oversee QC/Cx inspection documentation and ensure completion one week before H2C. Manage Procore documentation, including equipment testing reviews and inspection tracking. Validate that received OFCI equipment matches approved engineering submittals. Project Tracking & Reporting Maintain a delay log for delivery impacts, vendor responsiveness, and schedule issues; escalate as needed. Track repairs and damages (including part reallocations and trade-related equipment damage). Manage the generator fuel log and coordinate readiness notifications. Track MCM dates in Smartsheet. Meetings & Cross-Team Coordination You'll lead or participate in several recurring project meetings, including: Weekly OFCI Vendor Call: Delivery tracking, trades alignment, replacement coordination, schedule impacts, push/pull tickets. Weekly meetings with site superintendents and electrical contractors: Installation alignment, concern resolution, and schedule coordination. Weekly L2/L3 meetings: Drive observation resolutions, ensure documentation compliance, and update schedule needs. Daily L4/L5 commissioning meetings: Support resolutions and ensure vendor/subcontractor resources are available. Additional: Daily coordination, weekly client meetings, weekly OAC, and weekly MCM meetings. If you're highly organized, thrive in fast-paced construction environments, and enjoy being at the center of project coordination on mission critical builds, this role offers a strong opportunity to contribute to impactful data center projects.
    $74k-99k yearly est. 2d ago
  • Senior Alt Investments & RIA Channel Lead - Remote

    T. Rowe Price 4.5company rating

    San Francisco, CA jobs

    A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr
    $118k-153k yearly est. 1d ago
  • Internal Strategy and Process Consulting Lead

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210648436 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $104,500.00-$195,000.00 Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of our transformation. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business strategies that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Process Improvement Manager at JPMorgan Chase, you will be at the forefront of our business transformation journey, playing a crucial role in reshaping organizational strategy and operating models. Your expertise in business and digital transformation, robotic process automation (RPA), and artificial intelligence tools will be instrumental in driving innovative solutions that redefine how we operate. You will collaborate with senior leaders to map, simplify, and document processes, reducing manual touchpoints and enhancing operational efficiency. Your work will be pivotal in transforming our business, requiring you to exercise initiative and judgment to resolve short-term challenges and propose strategic improvements. You will analyze data, craft compelling narratives to communicate complex ideas, and lead diverse teams to achieve common goals. Your ability to innovate, adapt to change, and manage tasks effectively will be essential in driving service-delivery improvement and achieving our departmental objectives, ultimately propelling the firm toward a state of operational excellence. Job responsibilities: * Lead the development and implementation of process improvement initiatives, utilizing advanced data analytics to identify operational inefficiencies, providing impactful recommendations and coaching to client teams as they implement recommendations. * Utilize storytelling skills to effectively communicate complex process improvement strategies and changes to diverse stakeholders, influencing decision-making and fostering understanding. * Collaborate with LOBs and IT teams to evaluate existing technology ecosystems to identify/optimize platforms and tools that align with business objectives and drive digital transformation. * Leverage AI, LLM (Large Language Models), and NLP (Natural Language Processing) tools to aid in providing actionable insights and innovative solutions to complex business challenges * Oversee the end-to-end change management process, from strategic communications to lasting stakeholder impact mitigation, ensuring alignment with organizational goals. * Build deep, trust-based advisory relationships with key client stakeholders and senior leaders, ensuring their satisfaction throughout the engagement. * Analyze large quantities of data, apply a range of analytical tools, synthesize insights, and support the development of strategic solutions * Lead one or more client projects, including managing multiple associates across several workstreams and developing team members both formally and informally, including serving as a mentor. * Collaborate with your team to build hypothesis sets, analyses, and roadmaps for solutions. * Manage ambiguity of requests by structuring and scoping complex problems, analyze large quantities of information, apply a range of analytical tools, synthesize insights, and develop strategic and tactical solutions Required qualifications, capabilities, and skills: * 5+ years of experience in developing and implementing process improvement or re-engineering programs, with a focus on operational efficiency and risk reduction. * Bachelor's degree in a related discipline, such as Business Administration, Economics, Finance, Management Information Systems (MIS), Industrial Engineering, Data Science or Analytics, and Computer Science. * Demonstrated ability in leading end-to-end change management processes, including strategic communications, influencing others, and mitigating stakeholder impact. * Advanced proficiency in data analytics, with a demonstrated ability to interpret models and make inferences from data to drive continuous improvement (see preferred technology below). * Proficient in the application of artificial intelligence in process improvement initiatives, with a focus on optimizing the performance of AI systems (see preferred technology below). * Proven experience in managing diverse teams, with a focus on fostering an inclusive environment and coordinating work across different parts of a department. * Self-motivated and executes deliverables with speed and precision * A dedicated learner with a strong commitment to skill development and a genuine curiosity for acquiring new knowledge. * Ability to travel up to 10% Preferred qualifications, capabilities, and skills: * 3+ years management consulting experience * Master's degree in a related discipline, such as Business Administration, Economics, Finance, Management Information Systems (MIS), Industrial Engineering, Data Science or Analytics, and Computer Science. * Familiarity with relevant technology/systems, such as Tableau, Alteryx, Power BI, Salesforce, SAP, Oracle, Python or R, SQL, and JIRA/JIRA Align * Demonstrated ability to drive innovation by developing and applying creative solutions to enhance process efficiency and effectiveness. * Experience utilizing systems thinking to analyze complex processes and identify areas for optimization and integration. * Ability to foster cross-functional collaboration to identify and implement process improvement opportunities across departments. * Experience using agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change.
    $104.5k-195k yearly Auto-Apply 14d ago
  • Internal Strategy and Process Consulting Lead

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of our transformation. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business strategies that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Process Improvement Manager at JPMorgan Chase, you will be at the forefront of our business transformation journey, playing a crucial role in reshaping organizational strategy and operating models. Your expertise in business and digital transformation, robotic process automation (RPA), and artificial intelligence tools will be instrumental in driving innovative solutions that redefine how we operate. You will collaborate with senior leaders to map, simplify, and document processes, reducing manual touchpoints and enhancing operational efficiency. Your work will be pivotal in transforming our business, requiring you to exercise initiative and judgment to resolve short-term challenges and propose strategic improvements. You will analyze data, craft compelling narratives to communicate complex ideas, and lead diverse teams to achieve common goals. Your ability to innovate, adapt to change, and manage tasks effectively will be essential in driving service-delivery improvement and achieving our departmental objectives, ultimately propelling the firm toward a state of operational excellence. Job responsibilities: Lead the development and implementation of process improvement initiatives, utilizing advanced data analytics to identify operational inefficiencies, providing impactful recommendations and coaching to client teams as they implement recommendations. Utilize storytelling skills to effectively communicate complex process improvement strategies and changes to diverse stakeholders, influencing decision-making and fostering understanding. Collaborate with LOBs and IT teams to evaluate existing technology ecosystems to identify/optimize platforms and tools that align with business objectives and drive digital transformation. Leverage AI, LLM (Large Language Models), and NLP (Natural Language Processing) tools to aid in providing actionable insights and innovative solutions to complex business challenges Oversee the end-to-end change management process, from strategic communications to lasting stakeholder impact mitigation, ensuring alignment with organizational goals. Build deep, trust-based advisory relationships with key client stakeholders and senior leaders, ensuring their satisfaction throughout the engagement. Analyze large quantities of data, apply a range of analytical tools, synthesize insights, and support the development of strategic solutions Lead one or more client projects, including managing multiple associates across several workstreams and developing team members both formally and informally, including serving as a mentor. Collaborate with your team to build hypothesis sets, analyses, and roadmaps for solutions. Manage ambiguity of requests by structuring and scoping complex problems, analyze large quantities of information, apply a range of analytical tools, synthesize insights, and develop strategic and tactical solutions Required qualifications, capabilities, and skills: 5+ years of experience in developing and implementing process improvement or re-engineering programs, with a focus on operational efficiency and risk reduction. Bachelor's degree in a related discipline, such as Business Administration, Economics, Finance, Management Information Systems (MIS), Industrial Engineering, Data Science or Analytics, and Computer Science. Demonstrated ability in leading end-to-end change management processes, including strategic communications, influencing others, and mitigating stakeholder impact. Advanced proficiency in data analytics, with a demonstrated ability to interpret models and make inferences from data to drive continuous improvement (see preferred technology below). Proficient in the application of artificial intelligence in process improvement initiatives, with a focus on optimizing the performance of AI systems (see preferred technology below). Proven experience in managing diverse teams, with a focus on fostering an inclusive environment and coordinating work across different parts of a department. Self-motivated and executes deliverables with speed and precision A dedicated learner with a strong commitment to skill development and a genuine curiosity for acquiring new knowledge. Ability to travel up to 10% Preferred qualifications, capabilities, and skills: 3+ years management consulting experience Master's degree in a related discipline, such as Business Administration, Economics, Finance, Management Information Systems (MIS), Industrial Engineering, Data Science or Analytics, and Computer Science. Familiarity with relevant technology/systems, such as Tableau, Alteryx, Power BI, Salesforce, SAP, Oracle, Python or R, SQL, and JIRA/JIRA Align Demonstrated ability to drive innovation by developing and applying creative solutions to enhance process efficiency and effectiveness. Experience utilizing systems thinking to analyze complex processes and identify areas for optimization and integration. Ability to foster cross-functional collaboration to identify and implement process improvement opportunities across departments. Experience using agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change.
    $72k-99k yearly est. Auto-Apply 36d ago
  • Enterprise Systems Team Lead

    First Federal Community Bank 3.9company rating

    Fairfield, CT jobs

    Please Read* For consideration, please contact our search partner, Ken McGovern, President of KMR Executive Search LLC, at *********************** or **************. Department: Information Technology Services Reports To: Director, Enterprise Systems Location: Fairfield University (Hybrid/On-site Preferred; Remote Considered) Position Summary: Fairfield University is seeking a self-driven, technically proficient, and hands-on Enterprise Systems Team Lead to guide our growing team of enterprise systems professionals-including analysts, integration developers, and system administrators-with a strong focus on Workday. This leader will play a key role in delivering Workday solutions across HCM, Finance, Payroll, and Student modules, while also contributing directly to the design, integration, and advancement of the University's enterprise systems architecture. As a critical member of the Enterprise Computing team, the Team Lead will serve as a technical leader, mentor, and solutions architect, driving forward the University's strategic goals through effective technology solutions, proactive team coordination, and hands-on execution. The Team Lead will also provide direct support to one or more assigned administrative or academic units, acting as a hands-on technical partner to manage support needs, coordinate system enhancements, and align solutions with functional goals. Key Responsibilities: Leadership & Strategy Serve as Technical Lead for a team of Analysts, Developers, and System Administrators. Engage regularly with functional leads and administrative partners to understand evolving business needs, provide consultative support, and translate requirements into scalable technical solutions. Act as the team's technical escalation point and guide architectural decisions on integrations and configurations, with a key focus on Workday. Collaborate with the Director of Enterprise Systems and functional leaders to define and execute system roadmaps that support university goals. Foster a culture of innovation, collaboration, accountability, and continuous improvement. Technical Oversight, Development & Support Provide technical expertise, peer review, and guidance across the team. During high-priority initiatives or peak workloads, contribute hands-on by developing complex configurations (including security), integrations, business processes, and advanced reports. Oversee daily operations of enterprise systems, including support tickets and system changes, in collaboration with the Enterprise Systems team. Provide escalation support for troubleshooting and cross-functional issues involving functionality, security, integrations, or dependencies with other platforms. Partner with System Administrators to ensure the stability, performance, and security of the Workday environment-including reporting, integrations, and configuration documentation. Coordinate system updates, releases, integration projects, and end-user training in alignment with team priorities. Monitor Workday releases, assess the impact of new features, and coordinate adoption strategies with the Director of Enterprise Systems, PMO, and other stakeholders. Stay current with Workday tools such as Workday Studio, Prism Analytics, Extend, Journeys, Adaptive Planning, and Strategic Sourcing. Process Improvement & Reporting Champion the adoption of Workday best practices across the University by serving as a change agent, educating stakeholders, and driving user engagement and confidence in the platform. Collaborate with academic and administrative units to streamline processes, translate requirements into technical designs, and build reports and dashboards. Project Management & Operations Coordinate planning, execution, and communication for Enterprise Systems initiatives. In collaboration with the Director of Enterprise Systems, manage workload prioritization and resource allocation within the team. Track and report on team performance, system uptime, integration issues, project milestones, and change management progress against the Enterprise Systems roadmap. Assume additional responsibilities and duties as assigned in support of departmental and institutional goals. Required Qualifications Bachelor's degree in Information Systems, Computer Science, or a related technical field. 5+ years of Workday technical experience (HCM, Finance, Payroll, or Student), including hands-on integration and reporting. Prior experience leading or mentoring a technical team. Expertise in Workday Studio, EIBs, RaaS, Calculated Fields, Web Services (REST/SOAP), XML, XSLT, and Workday Security. Demonstrated adherence to DevOps best practices, including structured code development, version control, peer review, and testing in non-production environments. Experience designing technical documentation, field mappings, and conducting unit/system testing. Strong interpersonal and communication skills with the ability to interface across all levels of the organization. Preferred Qualifications Experience in a Higher Education environment. Workday certifications. Familiarity with Workday Security Configuration. Experience with integrations between Workday and other Higher Education systems such as CRMs (Raiser's Edge, Slate), LMS (Blackboard), Data Warehouses (Snowflake), Payment Processing (Touchnet), and Payroll Processors (ADP). Working Conditions On-campus work preferred; hybrid and remote work arrangements considered. Occasional evening or weekend work may be required during critical project phases or system outages. Travel to the University campus, Workday Rising, training events, or professional conferences as needed. Please Read* For consideration, please contact our search partner, Ken McGovern, President of KMR Executive Search LLC, at *********************** or **************. Category: ITS - Admin Performs such other duties, responsibilities, and activities as required by supervisor and as departmental/University needs indicate. *Disclaimer The above information indicates the general nature and level of work performed by employees within this classification. It is not designed to contain and should not be interpreted as a comprehensive inventory of all duties, responsibilities, activities, and/or qualifications required or expected of employees assigned to this job. Duties, responsibilities, and activities may change and new ones may be assigned at any time, with or without notice. All offers of employment are contingent upon a satisfactory background check. Fairfield University 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Load a resume or CV first, then upload supporting documents including a cover letter at the bottom of the third page under the "My Experience" section where it says to upload a Resume/CV . You will be able to upload up to 5 other documents in this section. You will be unable to edit your application, so please have all documents available before applying. Faculty Positions: If you need to upload more than 5 documents, please either combine them to upload or email the additional documents to the applicable contact in the job description. Staff positions: If you need to upload more than 5 documents, please either combine them to upload or email them to ****************
    $101k-173k yearly est. Auto-Apply 49d ago
  • Lead Specialist, Front Office Advice & Guidance

    Empower Retirement 4.3company rating

    Remote

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Lead Specialist of Advice and Guidance, you will play a key role in ensuring Empower delivers consistent, compliant, and high-quality advice to clients across its front-office channels. You'll serve as a subject matter expert for complex advice and supervisory questions, lead the development of policies and procedures that promote best-interest standards, and partner across Compliance, Supervision, and Business teams to strengthen Empower's advice framework. Your work helps protect clients and supports Empower's mission to deliver trusted, transparent financial guidance. What you will do: Provide advice and regulatory interpretation to front-office teams on complex advice and supervision matters Act as an escalation point for issues related to advice delivery, investment recommendations, and oversight Design and enhance programs that promote advice quality, suitability, and best-interest compliance across broker-dealer and advisory channels Develop and deliver training and communications on advice standards and regulatory expectations Collaborate with Compliance, Supervision, Legal, Operations, and business leadership to align advice delivery with Empower's compliance framework Research evolving SEC, FINRA, DOL, and state requirements; recommend updates to policies and processes Prepare reports and presentations for leadership on advice oversight trends and program effectiveness Represent Advice and Guidance on committees and workgroups focused on policy, risk, and regulatory change Mentor peers and provide technical and procedural support to promote consistency in advice oversight Support responses to internal audits, regulatory exams, and special projects to improve advice infrastructure and technology What you will bring: Bachelor's degree or equivalent experience 7+ years of financial services experience, including 3+ years in advice, supervision, or compliance oversight Must have the ability to learn and develop a deep understanding of the business; build strong relationships through regular communication and active participation in committees and projects; and objectively assess inherent regulatory risks. This includes developing a comprehensive understanding of the control environment, accurately identifying weaknesses, measuring control effectiveness, and partnering with the business to advocate for and drive effective remediation FINRA Series 7 and 65 (or 7 and 66) plus 9/10 or 24 required, or ability to obtain within corporate timelines. FINRA fingerprinting required Strong understanding of advice delivery, suitability, and best-interest obligations under SEC, FINRA, and DOL regulations Proven ability to interpret and draft policies and apply regulatory guidance to business practices Excellent analytical, investigative, and written communication skills Ability to manage multiple priorities and make sound, independent, risk-based decisions Strong collaboration and relationship-building skills across business and control functions What will set you apart: Recognized subject matter expertise in advice delivery and supervisory oversight Experience enhancing compliance programs or advice governance frameworks Must bring a true “challenger” mindset paired with strong relationship-building skills that support long-term, collaborative partnerships with business leaders Track record mentoring peers and supporting cross-functional initiatives Familiarity with technology tools and data analytics that strengthen compliance monitoring Demonstrated success improving advisor experience through clear guidance and streamlined processes ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $96,100.00 - $135,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
    $96.1k-135.7k yearly Auto-Apply 12d ago
  • Team Leader

    Nova 401 4.1company rating

    Remote

    AFS is hiring a Team Leader for the Client Relations Team. The focus of this position is managing a team of professionals to meet firm goals. The Team Leader is responsible for training, goal setting, creating a positive work environment for junior staff, and performance reviews for the team members. Team leaders typically have input into setting policies and are expected to champion AFS culture and goals. Team leaders are evaluated primarily on the success of their team. For this position, an individual must have a minimum ten years of industry experience and five years of supervisory experience. Job Responsibilities: Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers and Associate Account Managers. Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet AFS's performance metrics, providing training and feedback to team members, and completing salary and performance reviews Must be a champion for AFS values and policies Assist in training staff members throughout the year Resolve a minimum of 50% of service issues escalated by team members Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation Assist with a minimum of three AFS client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special AFS events Assist team members with annual client reviews Maintain a caseload of about 50 clients Provide design and consulting services to plans assigned to the team Cultivate existing client relationships for plans assigned to the team Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team Qualifications: 10+ years of experience in nondiscrimination testing 5+ years of supervisory experience Credentials with a nationally recognized organization (ASPPA or NIPA) Strong knowledge of ERISA and Internal Revenue Code and Regulations Strong research and analytical skills Excellent written and verbal communication skills Proficiency in MS Excel and MS Word Superior organizational and coordination skills Flexibility, adaptability, and ability to multi-task Knowledge of Pension Pro is a plus Compensation and Benefits: Base Salary $80,000-$120,000 Salaried, exempt Medical, dental, disability, and life insurance Paid time off 401(k) plan with employer match Work Location/Hours: Work from home Must work from USA and be authorized to work for any US employer We will supply all necessary computer equipment You may choose a start time between 7:30 am and 8:30 am Click Here to review our Privacy Policy
    $80k-120k yearly Auto-Apply 60d+ ago
  • WC Team Leader

    The Hartford 4.5company rating

    Scottsdale, AZ jobs

    Team Leader Claims - CH08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Claims Team Leader will manage and direct claim investigation, compensability determination, disposition and settlement, in compliance with corporate claim settlement policies and procedures. They will seek to effectively manage allocated loss costs relative to budget guidelines and fully comply with statutory, regulatory and ethics requirements. This individual shall also effectively communicate and teach a thorough understanding of business vision, strategies and plans for achieving business goals. Through effective training, coaching and staff development, they will enable optimal job performance and the achievement of individual and professional goals. RESPONSIBILITIES: * Manage Claim professionals with corresponding claim inventories * Utilize various financial reporting tools to monitor and address reserve accuracy and trending * Maintain, effectively communicate and teach a thorough understanding of business vision, strategies and plans for achieving business goals * Manage and implement change including explaining drivers for business goals * Stay current on issues impacting personal and/or commercial business including industry and marketplace trends, strategic direction of the organization, organizational structure and leadership, team goals and internal initiatives * Use critical thinking skills to gather information, apply sound reasoning, draw appropriate conclusions and make sound decisions based on a mixture of analysis, experience and judgment * Manage claim assignment process by identifying claim complexity and ensuring proper assigning to the appropriate claim handler * Oversee the completion and execution of the investigation, disposition and settlement of claims, in compliance with corporate claim standards and procedures, and statutory, regulatory and ethics requirements * Accurately and timely assess the indemnity and expense exposure of assigned claims and manage the accurate and timely setting of reserves * Use organizational and communication skills to effectively manage the resolution of assigned claims, manage claim deadlines, and use resources appropriately * Use claim functional knowledge to appropriately interpret and apply insurance coverage * Maintain current knowledge of Claim loss cost containment initiatives, and use them appropriately and consistently with company practices and procedures to manage assigned claims * Identify and initiate mitigation, subrogation and other recovery opportunities on assigned claims * Properly apply statutory laws and regulations of applicable jurisdiction * Effectively train, coach and develop staff to enable them to perform their jobs and achieve individual and professional goals * Effectively train, coach and develop staff for management succession purposes; * Evaluate, acknowledge and manage performance through the use of appraisal tools * Effectively address and manage performance that does not meet required standards * Maintain dedication to meeting expectations and requirements of internal and external customers * Establish and maintain effective relationships with customers, gaining their trust and respect * Negotiate skillfully in tough situations with internal and external groups * Treat all customers with respect and careful attention * Clearly explain complex or technical information that is helpful to customers * Create and support a team environment that achieves Claims' Diversity and Inclusion initiatives * Build a high performing team with diverse characteristics, where individual differences are valued * Embrace leadership role among claim team leaders and handlers and offer advanced expertise to help teammates * Consistently act with the highest level of integrity and adhere to general principles of business ethics * Demonstrate professionalism and establish credibility when interacting with customers * Understand and effectively analyze coverage * Experience in leading and managing all levels of staff relative to experience, tenure and professional development QUALIFICATIONS: * Bachelor's Degree preferred * Minimum of 2 years of workers compensation claim experience preferred * Strong leadership skills in terms of teaching, guiding, coaching and developing staff * Strong communication skills, both verbal and written regardless of audience demographic * Ability to partner with internal and external customers * Knowledge of medical terms is strongly preferred * Possess analytical and critical thinking skills * Excellent time management abilities * Demonstrated track record of consistent and timely follow through for customer needs * Strong understanding of reserve accuracy relative to claim exposures both property damage and bodily injury * Extensive knowledge of customer service drivers and the ability to resolve customer issues, needs and concerns independently * Strong understanding of financial and operational reports for analysis and action planning This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations (Hartford, CT, San Antonio, TX, Lake Mary, FL, Phoenix, AZ, Naperville, IL) will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $85,600 - $128,400 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $85.6k-128.4k yearly Auto-Apply 24d ago
  • WC Team Leader

    The Hartford 4.5company rating

    Scottsdale, AZ jobs

    Team Leader Claims - CH08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Claims Team Leader will manage and direct claim investigation, compensability determination, disposition and settlement, in compliance with corporate claim settlement policies and procedures. They will seek to effectively manage allocated loss costs relative to budget guidelines and fully comply with statutory, regulatory and ethics requirements. This individual shall also effectively communicate and teach a thorough understanding of business vision, strategies and plans for achieving business goals. Through effective training, coaching and staff development, they will enable optimal job performance and the achievement of individual and professional goals.RESPONSIBILITIES: + Manage Claim professionals with corresponding claim inventories + Utilize various financial reporting tools to monitor and address reserve accuracy and trending + Maintain, effectively communicate and teach a thorough understanding of business vision, strategies and plans for achieving business goals + Manage and implement change including explaining drivers for business goals + Stay current on issues impacting personal and/or commercial business including industry and marketplace trends, strategic direction of the organization, organizational structure and leadership, team goals and internal initiatives + Use critical thinking skills to gather information, apply sound reasoning, draw appropriate conclusions and make sound decisions based on a mixture of analysis, experience and judgment + Manage claim assignment process by identifying claim complexity and ensuring proper assigning to the appropriate claim handler + Oversee the completion and execution of the investigation, disposition and settlement of claims, in compliance with corporate claim standards and procedures, and statutory, regulatory and ethics requirements + Accurately and timely assess the indemnity and expense exposure of assigned claims and manage the accurate and timely setting of reserves + Use organizational and communication skills to effectively manage the resolution of assigned claims, manage claim deadlines, and use resources appropriately + Use claim functional knowledge to appropriately interpret and apply insurance coverage + Maintain current knowledge of Claim loss cost containment initiatives, and use them appropriately and consistently with company practices and procedures to manage assigned claims + Identify and initiate mitigation, subrogation and other recovery opportunities on assigned claims + Properly apply statutory laws and regulations of applicable jurisdiction + Effectively train, coach and develop staff to enable them to perform their jobs and achieve individual and professional goals + Effectively train, coach and develop staff for management succession purposes; + Evaluate, acknowledge and manage performance through the use of appraisal tools + Effectively address and manage performance that does not meet required standards + Maintain dedication to meeting expectations and requirements of internal and external customers + Establish and maintain effective relationships with customers, gaining their trust and respect + Negotiate skillfully in tough situations with internal and external groups + Treat all customers with respect and careful attention + Clearly explain complex or technical information that is helpful to customers + Create and support a team environment that achieves Claims' Diversity and Inclusion initiatives + Build a high performing team with diverse characteristics, where individual differences are valued + Embrace leadership role among claim team leaders and handlers and offer advanced expertise to help teammates + Consistently act with the highest level of integrity and adhere to general principles of business ethics + Demonstrate professionalism and establish credibility when interacting with customers + Understand and effectively analyze coverage + Experience in leading and managing all levels of staff relative to experience, tenure and professional development QUALIFICATIONS: + Bachelor's Degree preferred + Minimum of 2 years of workers compensation claim experience preferred + Strong leadership skills in terms of teaching, guiding, coaching and developing staff + Strong communication skills, both verbal and written regardless of audience demographic + Ability to partner with internal and external customers + Knowledge of medical terms is strongly preferred + Possess analytical and critical thinking skills + Excellent time management abilities + Demonstrated track record of consistent and timely follow through for customer needs + Strong understanding of reserve accuracy relative to claim exposures both property damage and bodily injury + Extensive knowledge of customer service drivers and the ability to resolve customer issues, needs and concerns independently + Strong understanding of financial and operational reports for analysis and action planning This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations (Hartford, CT, San Antonio, TX, Lake Mary, FL, Phoenix, AZ, Naperville, IL) will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $85,600 - $128,400 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice
    $85.6k-128.4k yearly 60d+ ago
  • Operations Site Lead

    American Tower 4.8company rating

    Dayton, OH jobs

    The Team We are seeking an Operations Site Lead to join American Tower's Network Operations department. The Operations Site Leads are American Tower's frontline representation in the field with customers, vendors, and landowners and support the Network Operations department as well as various interdepartmental objectives. Day to day you will collect data from all assigned tower assets while maintaining high standards of data quality. You will use multiple methods for data collection, including Unmanned Aircraft Systems ("UAS"). As an Operations Site Lead, you will partner cross-functionally to manage maintenance and repairs within a geographic area for all asset types, including towers, rooftop installations, fiber-based networks, and generators.
    $102k-129k yearly est. Auto-Apply 50d ago
  • Operations Site Lead

    American Tower 4.8company rating

    Dayton, OH jobs

    **The Team** We are seeking an Operations Site Lead to join American Tower's Network Operations department. The Operations Site Leads are American Tower's frontline representation in the field with customers, vendors, and landowners and support the Network Operations department as well as various interdepartmental objectives. Day to day you will collect data from all assigned tower assets while maintaining high standards of data quality. You will use multiple methods for data collection, including Unmanned Aircraft Systems ("UAS"). As an Operations Site Lead, you will partner cross-functionally to manage maintenance and repairs within a geographic area for all asset types, including towers, rooftop installations, fiber-based networks, and generators. **What You Need to Succeed** + High school diploma or equivalent required; Bachelor's degree preferred. + Minimum 2 years of work experience in telecommunications or a related field required. + Must be at least 21 years old, have a valid driver's license, have a demonstrated safe driving record, and be able to travel extensively by car or truck. + Must have, or within a year of hire obtain, FAA Part 107 Certification to operate UAS. + Vendor management experience, real-estate management experience, or a civil construction background preferred. + Knowledge of radio transmitters, receivers, antennas, radio frequency, wireless, or ethernet backhaul experience preferred. + Ability to use discretion when setting priorities and resolving issues in accordance with Company best practices and standards. + Strong computer skills, including Microsoft Word and Excel; ability to use additional Company software applications. + While performing the role, you will need to lift up to 60 lbs. and be able to traverse developed and undeveloped construction sites. + Approximately 40% overnight travel may be required in support of the position's responsibilities. + Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively. + Ability to work with different functional groups and levels of employees to effectively and professionally achieve results. + Strong organizational skills; ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast-paced environment. American Tower is committed to fair and equitable compensation practices. Placement within the salary range is based on a variety of factors, including relevant experience, skills, certifications, job level, and location. For U.S.-based candidates only, the base salary range for this position is $28.85 - $38.46 hourly, with eligibility for annual bonus, and annual equity award and participation in the Employee Stock Purchase Plan (ESPP). For candidates outside of the U.S., salary and benefits are based upon local market practice. American Tower also offers a comprehensive benefits package, which includes healthcare coverage, a 401(k) savings plan, paid time off, company holidays, sick leave, parental leave, and access to an Employee Assistance Program focused on mental and financial wellness, please click here to learn more ************************************************* **What You Can Offer Us** + Perform routine site audits on assets in an assigned area/zone in an efficient and cost-effective manner, utilizing UAS and other data collection tools. + Ensure all assets in said area/zone meet safety, compliance, and asset integrity standards through implementation of the Company's Standard of Care and other management policies by identifying and documenting discrepancies and following through on needed remediation. + Effectively engage with customers and vendors to manage projects, ensuring timelines and safety standards are met during pre-construction meetings and post-construction site walks and when gathering and processing closeout data for customer construction and internally generated projects. + Meet customer service level agreements by responding quickly to any issues with the Company's back-up generators, fiber- based networks, or emergency response to critical events. + Approximately 75% of time role will be performed outside of a conventional office environment visiting assets in a Company vehicle. + Other duties as assigned. American Tower is a global digital infrastructure company serving customers through tower sites and other real estate solutions that support connectivity and opportunity, focused on achieving our vision of Building a More Connected World. Our success is rooted in the potential of our people and the power of local teams at our offices and sites across 25 countries. We are one of the largest global Real Estate Investment Trusts (REITs) and a publicly traded (NYSE:AMT), Fortune 500 Company headquartered in Boston, Massachusetts. The next decade will be an exciting time as we evolve our infrastructure to meet tomorrow's needs and position our people to elevate their impact, their potential, and our shared success. Come grow your career with us! For more information about how American Tower is building a more connected world, visit americantower.com American Tower is proud to be an equal opportunity employer and will not discriminate against an applicant or employee based on age, sex, sexual orientation, gender identity, race, color, creed, religion, national origin or ancestry, citizenship, marital status, familial status, disability, military or veteran status, genetic information, pregnancy, reproductive decisions, or any other characteristic protected under applicable law. American Tower is committed to fair and equitable compensation practices. Placement within the salary range is based on a variety of factors, including relevant experience, skills, certifications, job level, and location. For U.S.-based candidates only, please see the base salary range for this position listed below. This position is also eligible for annual bonus, and annual equity award and participation in the Employee Stock Purchase Plan (ESPP). For candidates outside of the U.S., salary and benefits are based upon local market practice. American Tower also offers a comprehensive benefits package, which includes healthcare coverage, a 401(k) savings plan, paid time off, company holidays, sick leave, parental leave, and access to an Employee Assistance Program focused on mental and financial wellness, please click here (*************************************************) to learn more. **Requisition ID** : 2153
    $28.9-38.5 hourly 60d+ ago
  • Operations Site Lead

    American Tower 4.8company rating

    Dayton, OH jobs

    The Team We are seeking an Operations Site Lead to join American Tower's Network Operations department. The Operations Site Leads are American Tower's frontline representation in the field with customers, vendors, and landowners and support the Network Operations department as well as various interdepartmental objectives. Day to day you will collect data from all assigned tower assets while maintaining high standards of data quality. You will use multiple methods for data collection, including Unmanned Aircraft Systems (“UAS”). As an Operations Site Lead, you will partner cross-functionally to manage maintenance and repairs within a geographic area for all asset types, including towers, rooftop installations, fiber-based networks, and generators. What You Need to Succeed High school diploma or equivalent required; Bachelor's degree preferred. Minimum 2 years of work experience in telecommunications or a related field required. Must be at least 21 years old, have a valid driver's license, have a demonstrated safe driving record, and be able to travel extensively by car or truck. Must have, or within a year of hire obtain, FAA Part 107 Certification to operate UAS. Vendor management experience, real-estate management experience, or a civil construction background preferred. Knowledge of radio transmitters, receivers, antennas, radio frequency, wireless, or ethernet backhaul experience preferred. Ability to use discretion when setting priorities and resolving issues in accordance with Company best practices and standards. Strong computer skills, including Microsoft Word and Excel; ability to use additional Company software applications. While performing the role, you will need to lift up to 60 lbs. and be able to traverse developed and undeveloped construction sites. Approximately 40% overnight travel may be required in support of the position's responsibilities. Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively. Ability to work with different functional groups and levels of employees to effectively and professionally achieve results. Strong organizational skills; ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast-paced environment. American Tower is committed to fair and equitable compensation practices. Placement within the salary range is based on a variety of factors, including relevant experience, skills, certifications, job level, and location. For U.S.-based candidates only, the base salary range for this position is $28.85 - $38.46 hourly, with eligibility for annual bonus, and annual equity award and participation in the Employee Stock Purchase Plan (ESPP). For candidates outside of the U.S., salary and benefits are based upon local market practice. American Tower also offers a comprehensive benefits package, which includes healthcare coverage, a 401(k) savings plan, paid time off, company holidays, sick leave, parental leave, and access to an Employee Assistance Program focused on mental and financial wellness, please click here to learn more ************************************************* What You Can Offer Us Perform routine site audits on assets in an assigned area/zone in an efficient and cost-effective manner, utilizing UAS and other data collection tools. Ensure all assets in said area/zone meet safety, compliance, and asset integrity standards through implementation of the Company's Standard of Care and other management policies by identifying and documenting discrepancies and following through on needed remediation. Effectively engage with customers and vendors to manage projects, ensuring timelines and safety standards are met during pre-construction meetings and post-construction site walks and when gathering and processing closeout data for customer construction and internally generated projects. Meet customer service level agreements by responding quickly to any issues with the Company's back-up generators, fiber- based networks, or emergency response to critical events. Approximately 75% of time role will be performed outside of a conventional office environment visiting assets in a Company vehicle. Other duties as assigned.
    $28.9-38.5 hourly Auto-Apply 50d ago
  • Personal Advisor Team Lead

    Community Choice Credit Union 3.7company rating

    Roseville, MI jobs

    Purpose & Core Values The primary purpose of any position is to assist Community Choice Credit Union to live out our purpose: we believe in helping our neighbors achieve the life they desire. A key component of this purpose is to provide outstanding service to both internal and external members by living our core values. Position Summary This position is responsible for serving as the Credit Union's lead personal advisor including handling member transactions and member center operations in an expert fashion with expert knowledge and service focus. This position meets or exceeds individual sales and service goals and acts as a mentor to the personal advisors and member center. In the absence of a Member Center Assistant Manager, this role would be responsible for the daily operations of the member center. As a member of the member center leadership team, this position will promote, mentor, and coach staff on meeting and exceeding sales and service goals. This role is an individual contributor at the Credit Union. Core Competencies Core Values: Committed : We are committed to serving Michigan guided by the principles that underlie the credit union movement of service, integrity, and respect for every human being. Charitable : We Give Big every day to our membership, our communities, and each other. We are dedicated to supporting Michigan by giving our time and services to the communities we serve. Credible : We are our Members' trusted financial advisors; each Team Member plays an integral role in the well-being of our Members' financial lives and the success of Community Choice Credit Union. United : We are a Team. We unite to achieve success, celebrate success, and continually improve the service we provide to our members, our communities, and each other. Adaptability/Initiative : Adjusts quickly and effectively to changing conditions and demands, views change as a necessary and inevitable aspect of organizational life as well as an opportunity to learn new things. Is able to take on a variety of different tasks and roles in the organization. Can move in a relatively seamless manner from one task or focus to another and can fill in for other team members when they are absent or are experiencing work overload. Looks for new and productive ways to make an impact/value to the organization and/or team. Demonstrates a positive attitude when faced with organizational change and generates constructive feedback for continuous improvement. Demonstrates a professional demeanor. Position Competencies 1. Member Service Skills : Manages member accounts in a manner that ensures that the member needs are understood and met. Provides timely and professional service to both internal and external members; is responsible and impactful to member needs and requests; is always courteous/inviting to the member and considers the needs of the member when making decisions. Applies a 'member-centric' approach by using the Member Action Plan in order to uncover opportunities to improve our members' financial lives by saving them money, making them money, or making their banking easier and more convenient. Utilizes and recommends available resource departments to members that best fit their needs, such as Business, Investment, or Mortgage Services. Effectively assists members and staff in solving accounts related issues by listening, collecting data, securing answers, and reporting results. Retains and grows member relationships by fulfilling theirs commitments and earning the member's trust. 2. Sales Skills : Develops new business, identifies, and sells to member needs, translates product features to benefits, has good listening skills, is sensitive to members' needs, delivers effective presentations, negotiates well, and uses closing skills appropriately. Possesses adequate product knowledge as measured through assessments administered annually. Meets or exceeds sales goals and contributes to organizational and member center goals. Builds rapport with members to sustain long term relationships and grow continued business. 3. Role Mastery of Essential Duties: Able to perform essential duties as outlined in job description. Contributes productivity and value within role. Is willing to learn and improve performance. Essential Duties: Perform operational tasks that assists member center management with the day to day responsibilities of the member center (vault management, opening and closing procedures, cash management, reports and accounting needs, compliance needs, etc.). Ensure accuracy and thoroughness of documentation and data entry during account opening, loan application/closings, and maintenance of memberships. Assist management in providing effective training, transactional coaching and mentoring techniques to existing and new team member's regarding all aspects of sales and service to ensure individual goals and growth targets of the credit union are met. Assist with schedule development and ensure staff is available at all times to provide quality service to the membership. Balance the branch general ledgers, vault, and cash dispensers, to ensure compliance with credit union policies. Responsible for the ordering of cash shipments for the vault and ATM to ensure sufficient funds are available for our membership. Monitor and report any out of balance conditions of concern to necessary parties to ensure the credit union out of balance guidelines and regulations are in compliance. Job Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below is representative of the knowledge, skill, and/or ability necessary for this position. Remote Work Eligibility Position is fully Onsite Reasonable Accommodations The physical and mental demands are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job requirements, physical demands and do so within our work environment. Education High school diploma or equivalent: Required Experience Two to five years of similar or related experience. Skills & Abilities Excellent member service skills and communication skills. Familiarity with financial industry. Thorough knowledge of branch operations and procedures. Excellent sales and service aptitude and capability. Excellent training, and coaching abilities. Well organized and ability to prioritize tasks. Completion of the FiCEP Certification per Standardized Financial Planning within established deadline. Completion of the Mentor Development Program. Mental Demands The team member must be able to read and interpret documents or instruments, understand and/or follow complex written and oral instructions, make decisions, recall multiple policies or procedures, resolve problems or unique circumstances in a timely and efficient manner, be able to express oneself clearly and/or concisely, perform mathematical functions, and handle multiple, concurrent tasks. Physical Demands The physical demands 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 to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. General Statement The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
    $30k-40k yearly est. Auto-Apply 10d ago
  • Bilingual Team Lead - Collections (UT)

    Prog Leasing, LLC 4.4company rating

    Draper, UT jobs

    Progressive Leasing is a leading provider of in-store and e-commerce lease-to-own solutions. As an almost 20+ year old FinTech company that has gone from start-up to industry leader, we know how to innovate, simplify, and value all people. We are a company founded on our grit and we are constantly looking to the future. As an ever-evolving group of entrepreneurs and technologists, we strive to do the right thing period in all aspects of our work. We are a subsidiary of PROG Holdings (NYSE: PRG), an exciting FinTech holding company, with three business segments including Progressive, Vive Financial, and Four, a Buy Now Pay Later (BNPL) platform. We are currently hiring a Bilingual Team Lead - Collections to help grow our company and ensure our mission is achieved! This role is a work from home position and can be performed remotely within a 60-mile radius of Draper, UT. Employee Value Proposition (EVP): PROG is dedicated to providing people with opportunity; opportunity for inclusive collaboration, opportunity for innovation, and opportunity for development. WE ARE: A team of operations experts that are crucial to the operational excellence and world-class experience that we provide to our customers. Progressive Leasing is known for the high-quality assistance that we provide, and we love to continuously pursue excellence and compassion in all that we do! YOU ARE: An excited professional that knows that working hard and having fun are two peas in the same pod! The Team Lead position is crucial to the operational excellence and world class experience we provide to our customers. You will have the opportunity to mentor and motivate members of your team to achieve performance goals while modeling the same behaviors. YOUR DAY-TO-DAY: Train team members on effective customer interaction methods Examine team behavior and practices to provide constructive feedback and direction. Motivate team members to achieve desired results Ensure that service levels consistently exceed expectations for the team Handle inbound and outbound calls Work with Progressive Customers and provide exceptional customer experiences Manage and accurately document account details Work with Supervisor to set weekly/monthly goals with the team Responsible for agent growth and development Act as the first primary responder to questions from team YOU'LL BRING: Fluency in both English and Spanish required Collections experience required Ability to work weekdays, 11:30AM-8:00PM MST, plus Saturdays Excellent communication skills, both written and verbal Strong interpersonal skills with the proven ability to interact confidently and professionally with Customers Proficiency with Microsoft Office Suite (Excel functions and formulas a plus) Proven ability to coach and mentor others General knowledge of the Fair Debt Collection Protection Act and Telephone Consumer Protection Act Previous leadership experience a plus Progressive Leasing welcomes and encourages diversity in the workplace. We do not discriminate in any aspect of employment on the basis of race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Progressive Leasing does business.
    $47k-71k yearly est. Auto-Apply 60d+ ago
  • Bilingual Team Lead - Collections (El Paso)

    Prog Leasing, LLC 4.4company rating

    El Paso, TX jobs

    Progressive Leasing is a leading provider of in-store and e-commerce lease-to-own solutions. As an almost 20+ year old FinTech company that has gone from start-up to industry leader, we know how to innovate, simplify, and value all people. We are a company founded on our grit and we are constantly looking to the future. As an ever-evolving group of entrepreneurs and technologists, we strive to do the right thing period in all aspects of our work. We are a subsidiary of PROG Holdings (NYSE: PRG), an exciting FinTech holding company, with three business segments including Progressive, Vive Financial, and Four, a Buy Now Pay Later (BNPL) platform. We are currently hiring a Bilingual Team Lead - Collections to help grow our company and ensure our mission is achieved! This role is a work from home position and can be performed remotely within a 60-mile radius of El Paso, TX. Employee Value Proposition (EVP): PROG is dedicated to providing people with opportunity; opportunity for inclusive collaboration, opportunity for innovation, and opportunity for development. WE ARE: A team of operations experts that are crucial to the operational excellence and world-class experience that we provide to our customers. Progressive Leasing is known for the high-quality assistance that we provide, and we love to continuously pursue excellence and compassion in all that we do! YOU ARE: An excited professional that knows that working hard and having fun are two peas in the same pod! The Team Lead position is crucial to the operational excellence and world class experience we provide to our customers. You will have the opportunity to mentor and motivate members of your team to achieve performance goals while modeling the same behaviors. YOUR DAY-TO-DAY: Train team members on effective customer interaction methods Examine team behavior and practices to provide constructive feedback and direction. Motivate team members to achieve desired results Ensure that service levels consistently exceed expectations for the team Handle inbound and outbound calls Work with Progressive Customers and provide exceptional customer experiences Manage and accurately document account details Work with Supervisor to set weekly/monthly goals with the team Responsible for agent growth and development Act as the first primary responder to questions from team YOU'LL BRING: Fluency in both English and Spanish required Collections experience required Ability to work weekdays, 11:30AM-8:00PM MST, plus Saturdays Excellent communication skills, both written and verbal Strong interpersonal skills with the proven ability to interact confidently and professionally with Customers Proficiency with Microsoft Office Suite (Excel functions and formulas a plus) Proven ability to coach and mentor others General knowledge of the Fair Debt Collection Protection Act and Telephone Consumer Protection Act Previous leadership experience a plus Progressive Leasing welcomes and encourages diversity in the workplace. We do not discriminate in any aspect of employment on the basis of race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Progressive Leasing does business.
    $49k-73k yearly est. Auto-Apply 60d+ ago
  • Client Delivery, Team Lead - Vice President

    Icapital Network 3.8company rating

    Salt Lake City, UT jobs

    About the Role iCapital is looking to hire a Client Delivery Vice President to join the Data Solutions team. This role will oversee several team leads and their sub-teams across various office locations. The ideal candidate will be responsible for coaching teams through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best-in-class service to clients on a consistent basis. This individual will be comfortable working in a dynamic, performance-driven, fast-paced environment. The reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical. Responsibilities Oversee the delivery function for a segment of clients. Mentor and coach a pod of team leads and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. Ensure adherence to SOPs and leading best practices. Develop and strengthen client relationships, serving as the senior escalation point. Establish operational effectiveness through the development and adoption of policies, procedures, and controls. Lead the organization, identify gaps in our offering and manage cross-team solutions. Participate in performance review processes bi-annually on behalf of their teams. Qualifications 10+ years of experience in a related field 10+ years of experience managing a team providing feedback, coaching their development, escalating employee issues Experience with RIA and wealth management policies, procedures and client services Experience working with wirehouses and/or custodians such as pershing, schwab, or fidelity Excellent customer relation skills and the ability to foster and maintain effective client relationships Strong understanding of financial instruments Able to think critically through complex performance management reporting issues and best practices Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines High attention to detail and accuracy while maintaining an organized approach to duties and responsibilities Comfortable with technology, software tools and applications and ability to learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming Benefits The base salary range for this role is $140,000 to $170,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $140k-170k yearly Auto-Apply 5d ago
  • Client Delivery, Team Lead - Vice President

    Icapital Network 3.8company rating

    Stamford, CT jobs

    About the Role iCapital is looking to hire a Client Delivery Vice President to join the Data Solutions team. This role will oversee several team leads and their sub-teams across various office locations. The ideal candidate will be responsible for coaching teams through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best-in-class service to clients on a consistent basis. This individual will be comfortable working in a dynamic, performance-driven, fast-paced environment. The reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical. Responsibilities Oversee the delivery function for a segment of clients. Mentor and coach a pod of team leads and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. Ensure adherence to SOPs and leading best practices. Develop and strengthen client relationships, serving as the senior escalation point. Establish operational effectiveness through the development and adoption of policies, procedures, and controls. Lead the organization, identify gaps in our offering and manage cross-team solutions. Participate in performance review processes bi-annually on behalf of their teams. Qualifications 10+ years of experience in a related field 10+ years of experience managing a team providing feedback, coaching their development, escalating employee issues Experience with RIA and wealth management policies, procedures and client services Experience working with wirehouses and/or custodians such as pershing, schwab, or fidelity Excellent customer relation skills and the ability to foster and maintain effective client relationships Strong understanding of financial instruments Able to think critically through complex performance management reporting issues and best practices Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines High attention to detail and accuracy while maintaining an organized approach to duties and responsibilities Comfortable with technology, software tools and applications and ability to learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming Benefits The base salary range for this role is $140,000 to $170,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $140k-170k yearly Auto-Apply 5d ago
  • Bilingual Team Lead - Collections (AZ)

    Prog Leasing, LLC 4.4company rating

    Glendale, AZ jobs

    Progressive Leasing is a leading provider of in-store and e-commerce lease-to-own solutions. As an almost 20+ year old FinTech company that has gone from start-up to industry leader, we know how to innovate, simplify, and value all people. We are a company founded on our grit and we are constantly looking to the future. As an ever-evolving group of entrepreneurs and technologists, we strive to do the right thing period in all aspects of our work. We are a subsidiary of PROG Holdings (NYSE: PRG), an exciting FinTech holding company, with three business segments including Progressive, Vive Financial, and Four, a Buy Now Pay Later (BNPL) platform. We are currently hiring a Bilingual Team Lead - Collections to help grow our company and ensure our mission is achieved! This role is a work from home position and can be performed remotely within a 60-mile radius of Glendale, AZ. Employee Value Proposition (EVP): PROG is dedicated to providing people with opportunity; opportunity for inclusive collaboration, opportunity for innovation, and opportunity for development. WE ARE: A team of operations experts that are crucial to the operational excellence and world-class experience that we provide to our customers. Progressive Leasing is known for the high-quality assistance that we provide, and we love to continuously pursue excellence and compassion in all that we do! YOU ARE: An excited professional that knows that working hard and having fun are two peas in the same pod! The Team Lead position is crucial to the operational excellence and world class experience we provide to our customers. You will have the opportunity to mentor and motivate members of your team to achieve performance goals while modeling the same behaviors. YOUR DAY-TO-DAY: Train team members on effective customer interaction methods Examine team behavior and practices to provide constructive feedback and direction. Motivate team members to achieve desired results Ensure that service levels consistently exceed expectations for the team Handle inbound and outbound calls Work with Progressive Leasing Customers and provide exceptional customer experiences Manage and accurately document account details Work with Supervisor to set weekly/monthly goals with the team Responsible for agent growth and development Act as the first primary responder to questions from team YOU'LL BRING: Fluency in both English and Spanish required Collections experience required Ability to work weekdays, 11:30AM-8:00PM MST, plus Saturdays Excellent communication skills, both written and verbal Strong interpersonal skills with the proven ability to interact confidently and professionally with Customers Proficiency with Microsoft Office Suite (Excel functions and formulas a plus) Proven ability to coach and mentor others General knowledge of the Fair Debt Collection Protection Act and Telephone Consumer Protection Act Previous leadership experience a plus Progressive Leasing welcomes and encourages diversity in the workplace. We do not discriminate in any aspect of employment on the basis of race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Progressive Leasing does business.
    $53k-78k yearly est. Auto-Apply 60d+ ago

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