Associate Financial Advisor
Greenwich, NY job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 2 Church St, Greenwich, NY
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $68900.00
Hiring Maximum: $73300.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Director, Digital Assets, Financial Crimes Models & Analytics
Jacksonville, FL job
Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role
We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle.
Responsibilities of this role:
Drive digital assets model development and enhancement initiatives.
Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective.
Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs.
Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision.
Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards.
Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships.
Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions.
Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program.
Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts.
Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks.
Providing insight on all aspects of Fidelity's crypto operations
Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come
The Expertise and Skills You Bring
Prior AML/Fraud advisory, surveillance, or investigative experience.
Prior financial crimes model development and/or maintenance experience.
Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more.
Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance.
Prior experience managing a team of high performing individuals with diverse skill sets.
Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions.
Personal experience trading cryptocurrencies, stablecoins and/or NFTs.
Passion for cryptocurrencies and the broader crypto ecosystem in general.
Prior experience supporting regulatory response efforts.
Chainalysis Academy or Elliptic LEARN certifications a plus.
FINRA Series 7, 63, 24 or 9/10 registrations a plus.
Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products
Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships
Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings
Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists
Excellent listening, communication (verbal and written), influencing, and presentation skills
Knowledge/experience with Agile frameworks and methodologies a plus
Passionate about crypto and its intersection with Financial Crimes
Intellectually curious and an early adopter of new technology
Very thorough with strong documentation skills
Able to communicate and explain crypto concepts to non-technical audience
Great demeanor, teammate, and effective contributor
Strong interpersonal skills
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience.
Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses.
The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Business Analytics and Insights
Technical Service Representative
New York, NY job
The Visory Technical Service Representative Lead (Tier 2) will serve as the dedicated on-site technical support resource for a key wealth management client in New York City (Midtown). This role provides advanced troubleshooting, escalated issue resolution, and high-quality customer service while acting as the primary technical point of contact for all on-site needs. Working from the client's office Monday through Friday, the TSR Lead will manage and resolve the client's support tickets, coordinate with the broader Technical Service Team for escalations, and ensure consistent, reliable IT support.
This position requires strong Tier 2 technical expertise with an emphasis on Azure technologies; Nerdio experience is a plus. While MSP background is beneficial, candidates with solid internal IT support experience will also be considered due to the single-client focus. Only candidates currently in the NYC area will be considered for this role.
Duties/Responsibilities:
Provide front-line technical support with exceptional customer service both on-site in NYC office and via email, phone and chat while also achieving target customer satisfaction on assigned tickets.
Use excellent communication and interpersonal skills to ensure that customer and system issues are resolved in a timely fashion.
Identify recurring customer issues and diagnose root causes, then collaborate with Technical Service Manager and Technical Service Team to determine permanent resolutions and solve tickets in the que.
Fully document all customer issues and support calls in the ticket system, including problem resolution and time to fix, as well as update existing documentation when found to be incomplete or inaccurate.
Maintain and participate in on-call schedule, including weekends and after-hours.
Complete assigned training and any other technical training which relates to your job and required skills.
Required Skills/Abilities:
Strong understanding of Active Directory Fundamentals On-Prem and Azure O365
Working knowledge of Group Policy, RDS/RDP, and Citrix fundamentals
Expertise in Microsoft Windows desktop and server operating systems plus Cloud hosting principles.
Knowledge of local printer configurations in Remote VMs & Local On-Prem machines
Proficiency with Remote Monitoring and Management Systems
Working knowledge of Windows Command Line interface
Networking fundamentals - including VPN/VoIP/ACLs/Security/Compliance
Work in conjunction with other departments to investigate issues.
5+ years related IT work experience and/or training; or equivalent combination of education and experience preferred.
Education and Experience:
Associates' or Bachelor's degree preferred
Full Azure Suite experience required, Nerdio a plus!
MS-900 Microsoft 365 Fundamentals Certification, preferred
CompTIA Network+ Certification, a plus!
About Visory:
Visory is a hands-on technology and cybersecurity partner delivering enterprise-grade IT services, compliance support, and managed infrastructure to financial, accounting, construction, and other growing businesses.
Backed by a team of over 150 professionals, Visory combines deep industry expertise with excellent client support to keep clients secure, compliant, and running smoothly. The company empowers clients to confidently navigate digital transformation with proactive, thoughtful solutions.
CDL-A Owner Operator - 2yrs EXP Required - OTR - Ameri-Co Carriers
Greensboro, NC job
Looking to Partner with Owner Operators - Long Haul Freight.
Proud to be a 100% Owner Operator Fleet
CDL-A Owner Operators and Fleet Owners
Leasing to Ameri-Co Carriers is not just another job. Let us show you how your days with us will be the most successful ones!
Short and Long Runs covering East to West, North to South and Midwest Regions.
We have many options for our Regional and OTR Owner Operators to choose from - drive the routes you love when you partner with Ameri-Co!
Regional and Long Haul Opportunities:
Gross Pay for Regional Drivers BEFORE Deductions: $3,000-$4,000
Gross Pay for Long Haul Drivers BEFORE Deductions: $5,000-$6,000
Some Benefits of partnering with Ameri-Co include:
$4,000 Sign On Bonus
100% Owner Operator fleet
Financially sound company with steady work year-round
High retention rate
Several of our Drivers have been with us for more than 30 years
Ameri-Co's top two Owner Operators have surpassed 4 million miles with us, so the possibilities are endless!!
No forced dispatch
Flexible Schedules to fit your needs and lifestyle
Regional - Home every weekend
Long Haul - Average 8-10 days out (or longer - your choice!)
Rider passes available at no cost to you
Fleet Advance
Accident Plan
Discounts with major tire companies
All Tolls Paid
DOT Physicals paid
Fuel Cards (EFS fuel discount program)
PrePass
Qualcomm equipment provided at no cost ($25/month usage fee)
We Provide:
Competitive compensation package
Exceptional mileage rate paid on ALL miles, loaded and empty (PLUS Fuel Surcharge)
Weekly direct deposit settlements
Safe driving awards and incentives
Quarterly Safety Bonuses
Referral Bonuses
Insurance and Plates:
Ameri-Co joined the Independent Truckers Group as an option to obtain affordable Health Care Benefits
Convenient settlement deductions offered to assist with your vehicle-related insurance purchases
Base Plate Incentive Program (We pay up front)
Ameri-Co believes in maintaining a small company atmosphere and strives to provide the best working conditions and a profitable compensation program.
Qualifications:
Must own semitruck
Must be willing to run under Ameri-Co authority
Minimum 23 years of age
At least two (2) full years of verifiable interstate driving in the past three (3) years
Your truck must be EROD compatible; 2000 build date or newer
Driving experience needs to be with the type of equipment you will be operating
Flatbed Cargo Securement and Tarping experience, if operating Flatbeds
As a wholly owned subsidiary of Minerals Technologies Inc., Ameri-Co Carriers is a leading truckload carrier headquartered in Scottsbluff, NE. Ameri-Co not only recognizes our Owner Operators, but we also show our appreciation to our partners every single day. Our freight is consistent, our lanes are more desirable, and we strive to dispatch trucks that meet your comfort level while providing the right amount of weekly miles you request.
Ameri-Co Carriers is a 100% Owner Operator company. We pride ourselves in partnering with Owner Operators because they have an impressive reputation for safety and reliability.
Associate Financial Advisor
Tallahassee, FL job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1300 Timberlane Road, Tallahassee, FL
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $61800.00
Hiring Maximum: $65600.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
BUSINESS SUPPORT SPECIALIST - WATERFORD
Miami, FL job
Responsible for loan monitoring including all internal and external reporting requirements, company/borrower information and all relevant events. Responsible for supporting responses/ resolutions for internal and external customers and aiding the overall departmental workflow. Responsible for the maintenance of the Loan Portfolio documentation and for providing support to the SAG/ Credit departments as detailed below. Responsible for SAG/REO monitoring and handling.
Essential Responsibilities:
Coordinates with both internal and external parties as it relates to portfolio management process.
Provide weekly overview of Portfolio and preparation of reports not limited to monitoring portfolio for past dues, potential non-performing loans, delinquent borrowers; follow on past due covenants related to technical exceptions and annual reviews.
Request and follow-up on pending and missing documents, legal and other documentations supporting credit assets.
Assist with preparation of CAMs and Spreads using Ncino system. Acquire working knowledge of credit analysis/underwriting
Act as a liaison between Portfolio management/Credit administration and internal support department and clients.
Special assets assistance - Interact with investors, brokers, loan offices, and attorneys with the sale distressed assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements' generation of defaults letters, manage assigned portfolio of non-performing assets in conjunction with the assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance Agreements; manage all incoming bank REOs.
Update reports: SAG Status update report and ensures update in Premier Collection, REO status inventory report, Portfolio Management report, and deficiency report.
Prepare Datamart validation and certification as well as TDR reporting.
Assist with review of modification of cases (Hardship and Non-hardship), generate loss mitigation letters
Assists with follow-up with various action plans that transpire from the regulatory, audit and/or loan review examinations.
Backup for the review and maintenance of the Credit reports, New Money Approved/Closed & funded, Commercial & Consumer-Residential or other as requested
Backup for CRA monthly report submission.
May serve as back up for ordering of residential appraisals and update of log.
Support for Commercial Appraisal/ Appraisal review tracking.
Assist with loan processing as needed.
Support special Project and/ or audits as needed
Other Responsibilities:
Perform/ Assist with Check request, payment of invoices and GL reconciliations
Process deficiency payments
Review the monthly covenant report for accuracies, changes and updates,
Review ONBASE system file upload accuracy.
Independent Judgement:
Exercises a moderate degree of discretion and judgment. Works within assigned parameters always consulting supervisor on variances or situations where decision making is required.
Supervisory Responsibilities:
This job has no direct supervisory responsibilities.
Impact of Errors:
The impact of errors of this position could affect essential activities of administrative, operational or business nature that have a considerable economic impact.
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.
Specific vision abilities required by this job include close vision and distance vision. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to standard walk. May be requiredto lift and move boxes or packagesnot exceeding 10 pounds in weight.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. May be exposed to external elements when visiting other bank premises, government agencies, etc., as needed.
Competencies:
The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy.
Strong analytical and problem-solving skills
Well-developed written communication and verbal presentation skills.
Able to handles stress, flexible working hours.
Attention to details.
Good communication skills
Customer service oriented
Minimum Requirements
Bachelors in Business, finance or related field or relevant experience. Minimum of 3-5 years of experience working in a financial institution setting with knowledge of the loan documentation, financial information and or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required. Microsoft Office proficient (Word,Excel, PowerPoint). CustomerService oriented. Availableto work overtime, when required. Ability to manage multiple priorities, organize daily tasks and meet deadline sin a high-volume environment.
Disclaimer:
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 indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
Case Manager
Palm Valley, FL job
About the Role
We are seeking a proactive, organized, and detail-oriented Case Manager to join our Life Insurance Operations team. This role is responsible for managing the complete new business and underwriting process for life insurance cases-ensuring every case moves efficiently from submission through placement.
The ideal candidate thrives in a fast-paced, structured environment, communicates clearly and professionally, and takes ownership of delivering exceptional service to advisors and clients.
What You'll Do
• Manage a portfolio of 50-70 pending life insurance cases from submission through placement.
• Review new life insurance applications to ensure all requirements are complete and 'in good order'.
• Order and track medical requirements, medical records, exams, and other underwriting documentation.
• Act as the liaison between financial advisors, clients, vendors, and carriers-providing timely case status updates and resolving issues quickly.
• Proactively follow up with all parties to ensure each case progresses smoothly and meets service level standards.
• Advocate and negotiate with carrier underwriters to secure the best possible underwriting outcomes for clients.
• Partner with the internal underwriting team to review escalations or complex cases.
• Maintain accurate documentation and records in internal systems such as eApp, eDelivery, SharePoint, Agency Integrator, Outlook, and Vital Term.
• Build and maintain strong relationships with advisors, internal team members, and carrier contacts.
• Provide high-quality customer service as the primary contact for financial advisors on case-related matters.
• Develop a solid understanding of carrier products, procedures, and underwriting guidelines.
What You'll Bring
• 3-5 years of experience as a Life Insurance Case Manager in a multi-carrier environment.
• Proven ability to manage complex or high-net-worth cases for independent advisors.
• Strong understanding of the life insurance sales process and client communication best practices.
• Excellent organizational and follow-up skills, with the ability to manage multiple cases simultaneously.
• Proactive problem solver who takes ownership of outcomes and demonstrates initiative.
• Experience working across multiple systems, managing both electronic and physical documentation.
• Strong written and verbal communication skills; ability to build trusted relationships.
• Familiarity with medical terminology and life insurance underwriting processes preferred.
• Education: High school diploma or equivalent required; higher education a plus.
Preferred Licenses & Certifications
• Life & Health License
• Series 63
• Series 6
Why Join Us
• Competitive base salary
• Comprehensive benefits package
• Collaborative, professional work culture
• Opportunity to make a direct impact in a high-performance team supporting advisors nationwide
Lead Backend Engineer / Agentic AI
New York, NY job
We are actively searching for a Senior Founding Backend Engineer to join our team in Williamsburg on a permanent basis. In this role you will have the ability to function in a lead capacity and lead the charge in the development of our Agentic AI features. You do not have to have prior experience doing this, but this must be something that you have been wanting to do, you just haven't found the right opportunity to do it.
Specifically, you will work on integrating AI agents and workflows into our platform and ensure seamless interaction between data pipelines, APIs, and LLM-powered services, while maintaining a secure, scalable, and reliable infrastructure foundation.
Your Rhythm:
• Design, build, and scale core platform features across front-end and back-end
• Own services built with React + TypeScript, NestJS + PostgreSQL
• Integrate AI/LLM-powered services and APIs into the platform
• Collaborate with AI/ML engineers to connect models with production-ready applications
• Lead technical discussions and contribute to architecture and system design
• Ensure code quality through reviews, testing, and best practices
• Mentor junior engineers and share knowledge within the team
• Help shape our engineering culture, practices, and processes
• Influence the roadmap and make build vs buy and scalability trade-offs
Your Vibe:
• 6+ years of professional full-stack software engineering experience with expertise in backend development
• Advanced skills in JavaScript/TypeScript
• Experience working with React and modern front-end architectures
• Strong back-end expertise with Node.js, RESTful APIs, async flows
• Hands-on experience with relational databases (PostgreSQL preferred)
Our Vibe:
Relaxed work environment
100% paid top of the line health care benefits
Full ownership, no micro management
Strong equity package
401K
Unlimited vacation
Chief Operating Officer
Boca Raton, FL job
KLR Executive Search Group is proud to partner with a full-service business law firm to identify a commercially savvy, Chief Operating Officer (COO) to manage daily operations and lead the execution of the firm's growth strategy. This leader will translate strategic goals into scalable systems, policies, and staffing models across multiple offices, ensuring the firm has the infrastructure needed to support continued expansion. The COO will partner closely with practice and department leadership, oversee modernization initiatives, and drive cross-office alignment as the firm continues toward long-term growth targets. Ideal candidates will have experience scaling organizations ($100M+ revenue), ideally within professional services or law firms, and a track record of operational excellence. Ideally, this position will be hybrid and based out of the firm's Boca Raton, FL or Providence, RI offices.
Core Responsibilities:
Operational Leadership
Oversee daily operations across all offices, ensuring seamless coordination, scalability, and alignment with strategic goals.
Manage HR functions including recruiting, onboarding, retention, and performance management, while planning future HR initiatives.
Partner with department heads to align staffing with strategic priorities and maintain high-performing teams.
Direct facilities management, vendor partnerships, and operational logistics, while identifying innovation opportunities to enhance efficiency and collaboration.
Technology & Process Innovation
Standardize workflows, optimize client intake, and lead initiatives to improve internal coordination and service delivery across all offices.
Implement and adopt technology solutions to enhance efficiency, collaboration, and client service, while partnering with CFO/CIO on data integration and performance tracking.
Financial Management and Resource Allocation
Partner with the CFO and firm leaders to manage budgeting, forecasting, pricing, and profitability, while ensuring strong cash flow and scalable operational planning.
Develop and execute staffing and capacity plans, control operational expenditures, and deliver clear financial and performance reporting to senior leadership.
Risk and Compliance Support
Support the CLO and CCO by aligning operational policies with risk management, monitoring legal and regulatory compliance, and enforcing standards across HR, safety, and administrative functions.
Qualifications:
Executive operational leadership experience in professional services or law firms, with a track record of scaling organizations ($100M+ revenue).
Strong strategic planning and execution abilities, translating firm-wide goals into systems, processes, and staffing that support growth across multiple offices.
Expertise in operational oversight, including HR, finance, technology, facilities, vendor management, workflow optimization, and technology integration.
Exceptional leadership and communication skills, able to collaborate effectively with attorneys and executives in a fast-paced, growth-oriented environment.
The firm has main offices in Boca Raton, FL and Providence, RI, we would be looking for local candidates only or people who are willing to relocate to these areas.
The salary range for this position is $190,000 - $350,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.
Attorney - Intellectual Property
Miami, FL job
GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues.
Responsibilities
Handle complex intellectual property litigation with emphasis on trademark, unfair competition, patent, and trade secret cases.
Apply knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues in practice.
Qualifications
Admitted to the Florida Bar or willing to seek admission within 12 months following date of employment.
Litigation experience with excellent analytical, research, and writing skills.
Ability to successfully work on multiple projects simultaneously and autonomously with keen attention to detail.
Familiarity with e-discovery and e-discovery programs is a plus.
International experience and foreign language skill are a plus but not required.
Compensation and Culture
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer.
Application
Please click here to submit your cover letter and resume and apply.
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Management Applications Development
Tallahassee, FL job
Primary Responsibilities:
Work with software developers, business analysts, data analysts, and other technical and non-technical subject-matter experts to coordinate and facilitate work.
Work with various technical teams (DevOps, DBAs, Network Administrators, Enterprise Development Architects, PMO, etc.) to assist in resolving issues or barriers with applications.
Effectively identify change and use appropriate protocols to manage and communicate this change effectively.
Effectively coordinate resources and assignments among project assignees and ensure work is assigned to the appropriate team members and that service levels are met.
Adhere to the DEP project management methodology, standards, policies, and procedures, as well as technical standards and policies relevant to assigned user stories or tasks.
Manage relationships with DEP program area business partners and develop strong, collaborative relationships with customers to achieve positive project outcomes.
Demonstrate strong relationship and interpersonal skills when working with technical staff, program staff, and the vendor community.
Lead requirements definition meetings with DEP customers.
Gather user requirements through joint requirement-gathering sessions, workshops, questionnaires, surveys, site visits, workflow storyboards, and other methods.
Translate user requirements into documentation that developers and other project team members can readily understand.
Facilitate the negotiation of requirements among multiple stakeholders.
Analyze gathered data and develop solutions or alternative methods of proceeding.
Create Visio process maps, requirements traceability matrices, use cases, test cases, and other needed business-analysis documentation.
Facilitate design sessions with the implementation team to define the solution.
Deliver elements of systems design, including data migration rules, business rules, wireframes, or other detailed deliverables.
Assist in business process redesign and documentation as needed.
Lead and/or participate in systems-testing activities.
Required Qualifications:
5+ years' experience in IT project management, specifically managing medium-to-large scale software application development projects.
5+ years' experience in managing multiple projects concurrently.
In-depth knowledge of the principles, theories, practices and techniques for managing the activities related to planning, managing and implementing software projects and programs.
Documented and proven ability to formulate project plans for managing and monitoring progress on software development projects; to think logically and to analyze and solve problems; compile, organize and analyze data; to evaluate and monitor projects, plans and schedules and implement corrective action plans.
Solid understanding of software development lifecycle methodologies (e.g., waterfall, iterative, agile, etc.)
Strong customer service orientation
Ability to be creative, use sound judgment, and display foresight to identify potential problems in design/specifications and assigned application software systems
Ability to establish and maintain effective working relationships with others
Ability to work independently
Ability to determine work priorities and ensure proper completion of work assignments
Excellent interpersonal, collaborative, oral, and written communication skills
Ability to write technical, business, and plain-language documents and emails with great attention to detail in all written communications
Ability to work well under pressure and meet deadlines without sacrificing quality
Preferred Qualifications:
Project Management Professional (PMP) certification
Experience developing and maintaining detailed project schedules using Microsoft Project
Familiarity with environmental regulatory business processes and practices
Knowledge and understanding of DEP's technical environment
Education:
Bachelor's Degree in Computer Science, Information Systems or other Information Technology major, or equivalent work experience.
Office Manager
Charlotte, NC job
The Office Manager assists with the management of daily logistics and activities, administrative tasks, and social media/marketing management. The Office Manager's responsibilities include assisting with human resource operations, organizing company events, maintaining facilities, and ensuring successful day to day operations of the business.
Job Responsibilities:
Perform administrative tasks, such as making travel arrangements, answering phones, scheduling meetings, etc.
Manage office supplies and the maintenance of office equipment.
Resolve problems in operational processes in a timely manner.
Manage internal and external business partnerships.
Plan and organize events and engagement activities.
Prepare and maintain operations documents and reports.
Create job postings and send recruitment emails.
Manage candidate interviews, schedule with HR.
Maintain social media and professional networks for operations.
Create, manage, and post regular content and messaging for social media channels.
Qualifications And Skills
High school diploma/GED or equivalent; Bachelor's degree, preferred.
Experience in office management or an administrative role.
Previous social media/marketing experience, highly preferred.
Excellent organizational, prioritization, and time management skills.
Proficiency in Microsoft Office.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
About Us:
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! ********************************************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California consumers.
CrossCountry Mortgage, LLC. (NMLS3029) is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression, or any other protected status in accordance with all applicable federal, state and local laws. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. Employment is contingent upon successful completion of a background investigation. CrossCountry Mortgage, LLC. is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Risk and Compliance Advisor II - Data and Innovation
Charlotte, NC job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are seeking a motivated and forward-thinking Risk and Compliance Advisor II to join our team and play a key role in navigating the evolving landscape of AI and Generative AI (GenAI). This position requires a proactive individual with a foundational understanding of Second Line of Defense (SLOD) risk and compliance principles specific to AI/GenAI initiatives in the Financial Services and Insurance sectors.
The ideal candidate will demonstrate AI Technology Exposure, with at least two years of hands-on experience using AI tools or understanding their application in business transformation, and a Data Risk Foundation of two or more years in data risk management, including data security and privacy principles. You should possess Technology Risk Skill, showing an ability to work with new technologies, identify risks, and articulate requirements. Familiarity with leading AI/GenAI platforms (e.g., LLMs, APIs) and a strong background or aptitude in data science/risk are highly valued. Furthermore, an AI Policy Awareness and the ability to discuss potential AI applications and their associated risks. If you are eager to apply your risk and compliance expertise to ground breaking AI technologies, we encourage you to apply.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Partners with key team members in the business to identify, assess, aggregate and document operational and compliance risks and controls, including operational and compliance risks associated with new or modified products, services, distribution channels, laws, regulations, and third-party operations using maturing knowledge.
Applies maturing knowledge of the business, its products, and processes, to identify, work, and raise operational risk and compliance issues.
Supports and contributes to the implementation of new risk and compliance policies, practices, and solutions to ensure multidisciplinary understanding and management of operational and compliance risks according to industry standard process.
Gathers information, analyzes data trends, and produces analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies.
Assists in the formulation of stress test plans for a line of business or the enterprise including the evaluation of results and framing of contingency plans in partnership with key business partners.
Supports processes that focus on improving strategies, tools, and methodologies to measure, monitor, and report on operational and compliance risks.
Contributes in cross-functional teams to identify, assess, aggregate, and mitigate current and emerging risk.
Supports processes to measure, monitor, and report on operational and compliance risks.
What you have:
Bachelor's degree or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
2 years experience in the financial services or insurance industry or specialized technical fields directly related to the role.
Knowledge of risk and/or compliance management principles, tools, and applicable systems
Awareness and ability to apply risk and compliance laws, regulations, and regulatory expectations.
Ability to work with internal and external partners in a highly collaborative environment.
Critical thinking and knowledge of data analysis tools and techniques.
Experience identifying potential concerns and recommending effective solutions.
Knowledge of Microsoft Office products including Excel and PowerPoint.
What sets you apart:
AI/GenAI Risk & Compliance Understanding: Foundational understanding of Second Line of Defense (SLOD) risk and compliance principles as they apply to Artificial Intelligence (AI) and Generative AI (GenAI) initiatives within the Financial Services and/or Insurance sectors.
Familiarity with AI Technologies: Exposure to leading AI/GenAI vendor platforms and concepts (e.g., Large Language Models (LLMs), APIs), with the ability to discuss their potential applications and associated risks.
Technology Risk Acumen: Ability to work with new technologies, proactively identify associated risks, and articulate associated requirements.
Data Risk Foundation: Two or more years of experience in data risk management, including an understanding of data security principles such as encryption, data privacy compliance, and data lineage and quality.
AI Technology Exposure: Two or more years of exposure to AI technologies, whether through direct use of AI tools, understanding of their application in business transformation, or foundational knowledge of machine learning or Large Language Models (LLMs).
Data Science/Risk Proficiency: A strong background or aptitude in data science principles or data risk management.
AI Policy Awareness: Familiarity with AI policies, standards, and/or frameworks and understanding their importance in governing AI use.
Compensation range: The salary range for this position is: $63,590 - $121,530.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyDirector of Business Operations
New York, NY job
Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.
Come join Curacity: Hotel marketing software that turns media into revenue!!
Position: Director of Business Operations
Reports to: SVP Business Operations
Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday)
About Curacity
Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT.
Position Overview
We are seeking an experienced Director of Business Operations to lead our internal initiatives and facilitate continued growth through strategic operations and process management. This role will be instrumental in optimizing our internal processes and technology ecosystem while ensuring seamless integration with our proprietary hospitality technology platform. The ideal candidate will combine deep technical expertise in operational technologies, a proven track record of establishing scalable, resource-efficient processes and strong leadership skills with a passion for the hospitality industry.
Key Responsibilities
Strategic Leadership
Develop and execute comprehensive business operations strategy to improve Efficiency Metrics (time to activation, time to first content, time to payment) by 10%
Coordinate with product, tech/engineering, sales, and customer success teams to optimize systems performance and consistency
Drive innovation, including AI, in our infrastructure to become more scalable, repeatable, and sophisticated, including process automation.
Technical Operations Management
Oversee end-to-end ad campaign management including trafficking/account setup, process optimization, troubleshooting and problem resolution and reporting
Maintain a mastery of our internal tools and systems, including our CRM, Customer Support/Ticketing systems, project management and internal reporting/analytics platforms
Ensure accurate, scalable data processing, reporting and billing processes across all customers
Establish and maintain a system of regular process/technology audits to ensure compliance with all internal and external SLAs and customer commitments
Proactively identify and implement process and technology improvements to provide outstanding experiences and outcomes for our hospitality customers and distribution/content partners
Lead the implementation of new products and services as defined by our leadership team
Ensure the timely and satisfactory resolution of any customer issues or escalations as identified by the Sales or Customer Success teams
Team Leadership & Development
Build and manage a high-performing team including platform ops specialists, data processing personnel and billing analysts
Mentor team members on hospitality industry best practices and emerging technologies
Foster a culture of continuous improvement and data-driven decision making
Client & Revenue Focus
Partner with Sales, Product, Distribution, Strategy and Customer Success teams to support new business opportunities and client retention initiatives
Develop robust platform operations processes that enhance client experience and drive account growth
Create and present performance reports and strategic recommendations to hospitality clients and internal stakeholders
Required Qualifications
Bachelor's degree in Marketing, Business, Economics, Engineering, or related field
6+ years of experience in digital advertising operations with 3+ years in leadership roles
Proven expertise with major CRM and operations platforms (Hubspot, ChurnZero, etc.)
Experience with hospitality, travel, or advertising technology preferred
Strong understanding of hotel technology space
Excellent analytical skills with proficiency in data analysis tools and SQL
Outstanding communication and presentation skills with ability to translate technical concepts for non-technical stakeholders
Preferred Qualifications
Experience scaling operations at high-growth technology companies
Knowledge of hospitality industry dynamics, booking funnels, and guest journey optimization
Background with hotel PMS systems, booking engines, or hospitality technology platforms
Certifications in Google Ad Manager, programmatic platforms, or relevant ad tech tools
Experience with privacy regulations (GDPR, CCPA) and their impact on hospitality advertising
Why Curacity?
You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge adtech, with the opportunity to shape the future of hospitality marketing.
What We Offer
Equity: Stock options are offered to all full-time employees
Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution
Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees)
Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year
PTO: 15 personal days, in addition to 10+ public holiday closure dates
Wellness: $100 monthly stipend for health and wellness related activities
Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members
Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap
Equal Opportunity
Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.
We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
Workday Payroll Consultant
New York, NY job
Senior Workday Payroll Consultant - 9-12 Month Contract
Hale International is partnering with a large manufacturing organization to support the implementation of Workday Payroll across a complex, unionised environment. We are looking for an experienced Senior Workday Payroll Consultant to play a key role in the delivery of this programme, supporting a payroll population of approximately 15,000 employees across multiple U.S. states and select international locations.
This role will cover the full lifecycle of the implementation, from design and requirements gathering through testing, go-live, and post-production stabilization and optimisation.
Key Responsibilities:
Lead the configuration and delivery of Workday Payroll across a large, multi-entity manufacturing workforce.
Support weekly, bi-weekly, semi-monthly, monthly, and off-cycle payroll runs.
Gather detailed business and payroll requirements by working directly with Payroll, HR, Finance, Compliance, and Union stakeholders.
Provide expert guidance on Workday Payroll best practices, tailored to a unionised manufacturing environment including shift work, overtime, premiums, and complex pay rules.
Configure and support multi-state payroll processing and compliance, with a focus on California, Oregon, Washington DC, and Virginia.
Support aspects of global payroll for Canada, France, and the UK.
Lead testing across all phases, including UAT, Parallel Payroll, and full end-to-end testing.
Work closely with technical teams to resolve payroll, integration, and data issues.
Support payroll data migration and validation, including balances and year-to-date figures.
Provide hands-on support during post-go-live stabilization, followed by optimisation and enhancement activities.
Partner with Time Tracking, Absence, Benefits, and Finance teams to ensure full end-to-end payroll integration.
Support knowledge transfer and help establish strong operational processes for the business.
Required Experience:
5+ years of Workday Payroll experience, including at least one full end-to-end implementation.
Strong background delivering payroll solutions within manufacturing or similarly regulated environments.
Proven experience supporting unionised payroll populations.
Hands-on experience with multiple payroll frequencies (weekly, bi-weekly, semi-monthly, monthly, and off-cycle).
Strong knowledge of multi-state payroll compliance, particularly CA, OR, DC, and VA.
Exposure to global payroll operations (Canada, France, and the UK) highly desirable.
Demonstrated experience leading UAT, Parallel, and End-to-End payroll testing.
Confident working directly with senior stakeholders on requirements gathering and solution design.
Strong reporting, reconciliation, and audit support experience.
Excellent communication skills and the ability to work in fast-paced, large programme environments.
This is an excellent opportunity to take a lead role on a large-scale Workday Payroll implementation within a complex, unionised manufacturing business, with additional exposure to global payroll operations.
Florida Banking Legal Counsel & Strategy Lead
Miami, FL job
A financial institution in Miami is seeking an experienced VP Legal Counsel to oversee legal activities across the Florida region. The successful candidate will manage legal risks and provide strategic counsel to the bank's management and teams on various legal matters, ensuring compliance with applicable laws. Applicants must hold a Juris Doctor (JD) and possess at least 10 years of relevant experience in law, particularly in financial institutions. This role requires bilingual proficiency in English and Spanish and strong analytical skills.
#J-18808-Ljbffr
Desktop and Mobility Support
Concord, NC job
Must Have Technical/Functional Skills
Desktop support, L2 Windows support, Mac OS support, Windows 10/11, Apple iOS Support,
Roles & Responsibilities
• Provide remote desktop level L2 troubleshooting of end user issues by taking remote control of
Laptop/Desktop/VDI
• Solving technical issues related to Windows 10/11, iOS and Mac operating systems and standard software components
like MS Office/VPN/Anti-Virus/Skype etc.
• Provide support in enrolling the iOS devices in MDM (JAMF) and investigate the incidents and Tasks
• Deployment of device drivers and windows patch updates
• Troubleshoot laptop/desktop performance, group policy, Encryption and failed Software configuration of end user devices
• Manage the Security compliance health status of end user workstations
• Monitor security patching status and remedy deficiencies proactively
• Diagnoses, troubleshoot, resolve and escalate supported software, hardware and peripheral Incident calls assigned from
Service Desk team
• Adjust configuration options as required to resolve defects identified while performing corrective action on a device
• Investigate desktop level incidents and identify root causes to be able to provide solutions.
• Deployment, Monitoring, Reporting of Device Drivers including BIOS & utilities
• Support Windows 11 Feature upgrade using modern management techniques - SCCM/Auto Pilot
• L2 Workstations operational support
• Monitor and report on User experience.
Report on Workstation image deployments and patch compliance metrics
Salary Range: $60,000 $70,000 Year
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & amp; Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Senior Field Engineer (MTA)
Brewster, NY job
Join a Team That Builds New York SI Engineering, P.C. (SIE) is a full-service consulting engineering firm based in downtown Manhattan providing services in civil, structural, transportation engineering, bridge & facility inspection, construction management & inspection and lighting design. We are engaged in local community improvement projects to large, high-profile, multi-billion-dollar infrastructure projects with a strong reputation of delivering a wide range of projects for our clients in the public sector.
SIE is looking for a Senior Field Engineer to support a high-profile project in Brewster, NY. This position will be responsible for the construction management, including quality, schedule, and overall client satisfaction.
Responsibilities:
Construction management of rail projects
Inspecting, monitoring, and overseeing construction field work tasks at multiple stations
Reviewing contractor schedules and payments
Conducting constructability review
Coordination with MTA and other stakeholders
Qualification & Skills:
Bachelor's degree in engineering
Master's degree in Engineering (Preferred)
Licensed Professional Engineer, Registered Architect, or Certified Construction Manager (preferred)
6+ years of experience in rail construction projects including stations, line structures, communications systems, and track work
Experience with MTA C&D (including NYCT, LIRR, MNR, Amtrak, NJ Transit, and PANYNJ)
OSHA 30 and MNR Safety Training
Expected salary range is $120,000 - $135,000 annually. Actual compensation will be dependent on the individual's qualifications, skills, experience, and physical work location.
SI Engineering places a high value on employee wellness and wellbeing, which is reflected in our competitive benefits package:
17 PTO Days per year, with an additional PTO day for every year after five years.
10 Paid Holidays per year
100% 401K Matching, up to 5% of employee income
A choice of two comprehensive health insurance plans
Dental and Vision Insurance
Term Life Insurance
Long Term Disability Insurance
Continuing Education assistance
SI Engineering, P.C. is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment and career advancement without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We ensure nondiscrimination in all programs and activities in accordance with Title VI of the Civil Rights Act of 1964. We are committed to creating a diverse, productive and healthful work environment.
IT GRC & Security Co-op
Orlando, FL job
Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to learn more about life at CXI: ***************************************
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values
Customer First - We earn the right to be our clients' first choice.
Integrity - We hold ourselves to the highest standard to build trust.
Collaborative - We always win as a team.
Innovative - We find new methods to deliver change and advance technology to the industry.
Passionate - We are driven to be the best in class.
Currency Exchange International is looking for a skilled and motivated IT GRC & Security Co-op to join our GRC Team! This is a hybrid position based in Orlando, FL.
Summary
The IT GRC & Security Ops Co-op will gain valuable experience assisting IT GRC and Information Security teams with a wide range of activities, including governance, risk management, compliance, security awareness, and security operations. This role provides hands-on exposure to real-world security challenges and the opportunity to contribute to the protection of the organization's information assets. The co-op will collaborate with experienced professionals to learn about security best practices and support the implementation of a robust security posture.
Essential Functions:
Assist with the evaluation and implementation of security controls, and learn how to frame security risks in business terms.
Support the assessment of vendor security, review of third-party contracts, and collection of evidence for internal audits and regulatory exams.
Contribute to the development and delivery of security awareness training and phishing simulations.
Assist with the IT risk management framework and methodologies.
Gain experience with security tools, including monitoring, investigating alerts, and participating in incident response activities.
Support vulnerability management processes and the maintenance of security documentation.
Competencies:
Thinks critically and analytically with the ability to express a point of view supported by data (for both technical and non-technical audiences)
Raises concerns early and facilitates constructive problem-solving at all levels of the enterprise; knows when to escalate
Exhibits passion for learning in technology and cybersecurity domains
Collaborates effectively with colleagues, stakeholders, and leaders across multiple organizations to get consensus, socialize strategy and achieve objectives
Displays the ability to be confident, respectful, and articulate when registering dissenting or unpopular opinions
Manages multiple parallel initiatives
Is execution-oriented and self-motivated
Requirements
Enrolled in, or recently graduated from, a four-year college program focused on Information Technology, Information Security, or a similar field; OR;
Completed a security boot camp and earned a security-related certification
Benefits
Commute Reimbursement - CXI will pay the toll, bus or metro cost in and out of work
401K Plan - CXI will match up to 5%
Tuition Assistance - CXI offers tuition assistance for part-time employees *conditions apply*
Holiday Pay - CXI offers additional pay for select holidays
Sick Time - CXI will pay sick/personal pay (1 hour of sick/personal time for every 30 hours worked - which may equal to an annual accrual of 40 hours)
Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************
Network Engineer
Liberty, NC job
Must Have Technical/Functional Skills:
• Tier 3 (L3) IT Infrastructure engineers comprise a technical team that deals with technical problems. Troubleshooting, configuration, database administration, and repair for server, network, infrastructure, Data Center, email, file shares, and other infrastructure issues. Besides always having the ability to deploy solutions to new problems, Level 3 tech usually has the most expertise in a company and is the go-to person for solving difficult issues
• With years of experience, the L3 experts can manage and resolve almost any problem that requires high expertise. They can also control the infrastructure, cloud, network, and DC level operations. All the high-end administration tasks are secure in their hands, and it is advisable to have at least an L3 level technician as a team leader in every operation. These engineers use requirements and aim to replicate problems to detect the root cause. They have access to the highest technological support for fixing issues or developing new features. Their team mainly consists of chief engineers who designed the product or service
• Responsible for providing support to customers by researching, diagnosing, troubleshooting issues, and resolving incidents that cannot be resolved by Tier 1 (L1) and providing support for software and hardware technical problems. This role is customer-facing and requires excellent verbal and written communication skills as well as the ability to work under pressure when customers are experiencing critical incidents. Handles the tickets routed by L1 support or can they produce tickets for any issue they observe
• Plays a key role as the front-line interface between our customer and the Product & Engineering team and operates as a second level of support after basic user-level Remote Support (L1). Their primary responsibility is to provide customer support by resolving technical support incidents or service requests in accordance with applicable service level agreements
Roles & Responsibilities
Network (LAN, WAN and Wireless)
• Troubleshooting & admin of Cisco Layer 2 & Layer 3 Routing, Cisco Wireless Networks, Cisco PBX Administration, Cisco standard protocols and Cisco CCNA certification
• Ability to support IT Cabling, Infrastructure Planning, and Design. Examples of scope work (cable patching, switch config/deploy, port enable/disable, analyze network traffic)
• TCP/IP, DHCP, Subnetting, VLAN, POE
• Experience with packet capturing example: Wire Shark
• Network maintenance, support and refresh
• Smart Hands for remote teams & 3rd party vendor management for issue escalation/resolution
Data Center (Server Room) Management
• Site infrastructure knowledge (Power/UPS, HVAC, cabling, etc.)
• Experience installing and troubleshooting server room hardware components, such as Rack Servers, Fiber, switches, disk drives, memory, etc.
• Smart Hands for remote teams & 3rd party vendor management for issue escalation/resolution
Server Management
• Must have experience in administering windows server operating systems e.g. Windows Server 2016, monitoring, troubleshooting, parts swaps/repair
• DHCP, DNS, Print Server, File Shares, Microsoft SCCM
• Smart Hands for remote teams & 3rd party vendor management for issue escalation/resolution
• Working knowledge/experience supporting Hardware for servers, data backup libraries and SAN/NAS
• Server, storage and backup systems maintenance, support and refresh: Rackmount, install and configure server hardware
• Knowledge of Server 2012/2016 Policy and Security Management
Critical plant floor hardware support
• Examples of work include items like MFG support (GALC, AER creation, PTCS, etc.)
• ANDON and PLC (Programmable Logical Controls) support knowledge
• First level of support Business and Plant Floor applications, managing escalation of issues to the Subject Matter Experts (SME's)
• Excellent troubleshooting (critical thinking), problem solving & root cause analysis skills for Outage & Problem Management
• Exceptional customer service and ability to work well under pressure e.g. plant down situation, outages, critical plant floor equipment require a 15-minute turnaround time
• On-call 24x7 availability during non-work hours and ability to work flexible hours and overtime
Others Must Have Attributes for Level 3
• Ability to lift 50 lbs. and be able to climb ladders and staircases to access IT equipment
• Ready to travel to other Toyota sites/locations within the US to support on a short basis.
• Strong team worker with professional demeanor and strong ethics
• Good written and oral communication skills are required
• Experience with remote control tools and remote support (off-site)
• Ongoing support of various Manufacturing computer systems
• Windows Active Directory: Maintenance kiosks, OU configuration, Group Policy Objects
• Change Management process
• Associate or bachelor's degree in computer information systems, Computer Science or related field
• TMMBC English 50%-100% Competence
Nice To Have
• Experience and/or knowledge of PLC's a plus.
• Plant Monitoring software knowledge (Active Plant, Wonderware, Ignition)
• Knowledge of iGear, Kepware, or other machine data gathering tools
• SQL Server database administration (backu ps, security, monitoring, etc.)
• Manage storage and backup systems
• Previous experience supporting a large corporate, manufacturing environment
• Experience supporting and troubleshooting Business and Mission Critical applications
• 3 to 5 years of experience performing Level 3 responsibilities
• Knowledge of Cisco Voice over IP hardware/software/server operation/configuration
• Provide technical assistance and support, and resolve problems related to the use of computer hardware and software Analyze, resolve, respond to, and document end user inquiries.
• Install desktop/Laptop, printers/scanners, and other peripheral software using approved tools.
• Troubleshoot Operating System issue. Connection issues with LAN/WAN.
• Update tickets with accurate and timely records of work performed, and resolution details
• Maintain and contribute to a knowledge base.
• Coordinate hardware warranty repair.
• Perform inventory management activities as required in coordination with asset management and other corporate groups.
• Escalate to 3rd party vendors when necessary
• Responsible for raising and coordinating problem management issues
• Perform additional tasks (end user/infra related) when required Strong understanding and skills in SLA, KPI Management.
• Provide technical support stationed at the site who can quickly respond to problems that may arise within data center/computer/server rooms which need physical handling.
• In contrast to certified technicians, they are not necessarily trained nor duly recognized to specialize in specific technology.
• Can handle all tasks related to the infrastructure equipment based on instructions provided by a remote technical assistance team that specializes in different products and categories.
• Receives instructions from certified technicians and project managers to troubleshoot advanced issues.
• Provide on-site, operational support service for remote management, installation and troubleshooting of data center equipment.
• Primary responsibility to manage End User related incidents and requests.
• Go to person for all plant IT related requests (Password resets, access etc. specific to plants).
Base Salary Range: $70,000 - $80,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.