Low Income Investment Fund jobs in New York, NY

- 23020 jobs

Financial Advisor
Edward Jones 4.5
Stockton, CA job
This job posting is anticipated to remain open for 30 days, from 12-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. 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 a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. 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. #LI-USFATA
$45k-100k yearly 1d ago
Reservations & Revenue Manager
Huntington San Francisco 4.4
San Francisco, CA job
Compensation Type: Hourly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: The Reservations & Revenue Manager is responsible for maximizing Rooms revenue through management of the hotel's room inventory, and for assisting in managing of the day-to-day activities and duties of the Reservations Department. The Huntington Hotel is seeking an Reservations & Revenue Manager to assist in maintaining accuracy and efficiency with regard to the standards of Huntington reservations sales system. Candidates for this position must have strong guest services and sales experience, and the ability to work independently. The ability to work nights, weekends, and holidays is a requirement of this position. Responsibilities: Ensuring phones are managed and answered timely Assisting in scoring calls, coaching staff, and handling guest complaints Training new staff and updating seasoned staff on new procedures Ensuring staff manage leads and follow-ups appropriately Managing breaks and shift changes, and communicating scheduling changes Qualifications: High school diploma or equivalent Previous management experience preferred Prior call center, front office, or reservations experience required Opera Property Management System and Revinate experience preferred Must possess multi-tasking and leadership abilities Excellent guest service and sales skills is a must Must be able to effectively communicate both verbally and written in a friendly, courteous and service -oriented manner Available to work nights, weekends and holidays, with the flexibility to work overtime as needed
$93k-123k yearly est. Auto-Apply 1d ago
Part Time Branch Office Administrator
Edward Jones 4.5
Yreka, CA job
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Part-Time Branch Address: 106 Ranch Lane Suite C, Yreka, CA This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself... Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events You can also expect... A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: Medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits (such as accident, hospital indemnity, and critical illness), Well-being programs (such as the Employee Assistance Program), and Retirement Plan (if compensated for 1,000 hours of service during the plan year). In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law. 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. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. 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 BOA role. Hiring Minimum: $26.10 Hiring Maximum: $27.74 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. 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.
$45k-58k yearly est. 2d ago
Financial Advisor
Edward Jones 4.5
Fairfield, CA job
This job posting is anticipated to remain open for 30 days, from 07-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. 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 a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain 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. #LI-USFATA
$45k-100k yearly 1d ago
General Counsel
Financial Services Forum 3.8
Washington, DC job
The Financial Services Forum (FSF) seeks a seasoned and visionary General Counsel to serve as the organization's chief legal and regulatory strategist and senior advisor to the President & CEO. This is a uniquely high‑profile role at the center of the Forum's mission: advancing the leadership, competitiveness and sustainability of America's largest, most diversified financial institutions. The General Counsel will not only oversee FSF's legal and compliance portfolio but will also serve as a critical thought partner to the CEO, executive team, and member companies on the most complex legal, regulatory, and reputational issues impacting the financial services sector. This leader will help shape the Forum's policy agenda, protect the organization's integrity, and ensure FSF remains a respected and influential voice in Washington and beyond. Key Responsibilities Serve as the principal legal advisor to the President & CEO, senior leadership, and the FSF Board of Directors, providing clear, practical, and strategic guidance. Partner closely with the CEO in shaping organizational strategy, governance, and risk management- ensuring FSF's long‑term sustainability and credibility. Act as a senior ambassador for FSF in interactions with policymakers, regulators, industry coalitions, and external stakeholders. Serve as FSF's primary liaison to the General Counsel community across member firms, fostering collaboration and consensus on shared legal and regulatory challenges. Build coalitions and engage external partners to strengthen the Forum's influence and thought leadership. Serve as Corporate Secretary to the FSF Board of Directors, guiding governance best practices and ensuring compliance with FSF bylaws, corporate policies, and all applicable laws. Ensure that FSF maintains the highest standards of compliance, transparency, accountability, and integrity in all operations. Develop and execute legal strategies on issues of national and global significance to FSF member companies, including antitrust, financial regulation, litigation management, and administrative law. Manage FSF's legal budget and ensure resources are aligned with organizational priorities. What You'll Need to Succeed (Requirements) Proven Leader: 15+ years of legal and regulatory experience with deep expertise in banking, corporate, or administrative law; demonstrated ability to advise at the highest levels of government, industry, or nonprofit leadership. Strategic Partner: Demonstrated success working as a trusted advisor to CEOs, Boards, or Cabinet‑level officials, with the judgment, presence, and discretion required for sensitive and complex decision‑making. Governance Expert: Strong background in nonprofit, trade association, or corporate governance; ability to navigate antitrust, tax‑exempt, and regulatory considerations with confidence. Policy & Litigation Expertise: Significant experience managing litigation, risk, and compliance in complex regulatory environments. Influential Communicator: Exceptional ability to communicate with credibility to senior executives, policymakers, regulators, media, and the public. Respected Manager: Skilled at leading teams, managing outside counsel, and overseeing multimillion‑dollar budgets. Educational Background: Juris Doctor degree from an ABA‑accredited law school; active bar membership in at least one U.S. jurisdiction. Additional Requirements Must reside in, or be willing to relocate to, the Washington, DC metropolitan area. Comfortable working a hybrid schedule with four days in‑office each week. Flexibility for overnight travel is needed (approximately 25%). Why Join FSF The Financial Services Forum is an economic policy and advocacy organization whose members are the eight largest and most diversified financial institutions headquartered in the United States. The Forum promotes policies that support savings and investment, financial inclusion, deep and liquid capital markets, a competitive global marketplace, and a sound financial system. This is more than a legal role, it is an opportunity to sit at the nexus of law, policy, and strategy for some of the world's leading financial institutions. As General Counsel, you will help steer FSF's engagement on the most pressing legal and regulatory issues of our time and serve as a trusted partner to the President & CEO in advancing the Forum's mission. The successful candidate will bring not only legal acumen but also leadership, vision, and judgment to help shape the future of the financial services industry. The salary range for this position is $500,000 - $600,000, plus an annual bonus. Additionally, FSF provides a generous benefits package including but not limited to medical, dental, vision, life and disability insurance, retirement plan with matching contribution, FSA/HSA, and paid time off. How to Apply Talent Solutions Group is leading this search. All inquiries will be kept strictly confidential. We provide equal employment opportunities to all employees and applicants 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. #J-18808-Ljbffr
$122k-193k yearly est. 1d ago
Data Platform Engineer / AI Workloads
The Crypto Recruiters 3.3
San Mateo, CA job
We are actively searching for a Data Infrastructure Engineer to join our team on a permanent basis. In this founding engineer role you will focus on building next-generation data infrastructure for our AI platform. If you have a passion for distributed systems, unified storage, orchestration, and retrieval for AI workloads we would love to speak with you. Your Rhythm: Design, build, and maintain data infrastructure systems such as distributed compute, data orchestration, distributed storage, streaming infrastructure, machine learning infrastructure while ensuring scalability, reliability, and security Ensure our data platform can scale by orders of magnitude while remaining reliable and efficient Tackle complex challenges in distributed systems, databases, and AI infrastructure Collaborate with technical leadership to define and refine the product roadmap Write high-quality, well-tested, and maintainable code Contribute to the open-source community and engage with developers in the space Your Vibe: 5+ years experience designing building distributed database systems Expertise in building and operating scalable, reliable and secure database infrastructure systems Strong knowledge around distributed compute, data orchestration, distributed storage, streaming infrastructure Strong knowledge of SQL and NoSQL databases, such as MySQL, Postgres, and MongoDB. Programming skills in Python Passion for building developer tools and scalable infrastructure 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 An actual work/life balance, we aren't trying to run you into the ground. We have families and enjoy life too!
$127k-180k yearly est. 1d ago
Revenue Manager
Huntington San Francisco 4.4
San Francisco, CA job
Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: The Revenue Manager is responsible for identifying and maximizing all potential revenue opportunities for the hotel. In today's lodging environment, understanding channel and yield management is critical for maximizing revenues. The Revenue Manager is responsible for formulating long and short-term Revenue Management strategies and for overseeing their successful execution towards the advancement of RevPAR market share. This includes the analysis of revenue potential generated by the transient and group market segments as well as the market segmentation within transient and group. One will combine this with catering and space utilization as well as other revenue considerations (i.e.: golf, spa, etc.) in order to determine the appropriate mix of business to achieve revenue potentials every day of every year. Responsibilities: Establish hotel pricing levels in all segments. Responsible for the daily room inventory management process and daily pricing process. Monitor competitor rates, positioning, strategies and data; maintain understanding of the dynamics of the local market and demand generators and present appropriate action plans to management. Monitor and communicate fluctuations in occupancy to operational departments so they can effectively manage staffing requirements and increase efficiency. Analyze local events and activities and project the effect of opportunities they create. Understand the macro and micro-economic variables affecting supply and demand in the local marketplace, and use this knowledge to create accurate operational and financial room revenue forecasts. Perform unconstrained demand analysis to determine optimal business mix. Responsible for all short and long term forecasts including Weekly Forecasts, 30 60 90 Forecasts, In the month forecasts, and Full year forecasts. Oversee process for evaluating all opportunities for contracted business (group, wholesale, corporate negotiated, etc.) presented through the Sales department. Ensure that process enables high speed of response while maximizing profits. Responsible for the maintenance of any software programs which contribute to the management of rooms revenue, including the CRS, RMS, PMS and Sales & Catering system. Monitor RevPAR index on STR report and provide critical analysis of performance on weekly and monthly basis. Prepare annual Rooms revenue budget. Chair weekly Revenue Strategy meetings in order to formulate and disseminate strategies and tactics. Ensure that prior decisions are re-visited in this forum in order to evaluate their effectiveness and promote learning. Prepare and present quarterly presentations to ownership. Ensure all distribution channels have correct content and pricing. Develop and maintain a close relationship with the market manager of Third Party Intermediaries to maximize the opportunities with these channels. Develop and maintain relationships with other market revenue managers and Directors of Revenue to create a network of peers in your community Coordinate survey activities involving marketing and service opportunities to further enhance revenue potential. Actively develop all subordinates, ensuring that they have opportunities to grow their Revenue Management and leadership skill base through personal attention, internal/external training and participation in industry events. Responsible for Internet Marketing such as pay per click campaigns, e-mail blasts, GDS advertising, etc. Establish and communicate sales strategy for day, week, month and rolling 12 months. Communicate any strategy changes or update any calendars for the sales team to use. Analyze prior night successes: Did the hotel sell out? Were the right decisions made for overselling? Address the opportunities in Highgate Hotel Business Review (HHBR) morning meeting. Place test calls to Central Reservation Office (CRO) and property to ensure accuracy of rate quoting, restrictions and selling approach. Manage and communicate group cut off dates. Run a group rooms control log (GRC) as well as pick up report from Property Management System (PMS) for 90 days. Verify pick up to actual block, cut off date, and whether or not you should extend, etc. Update the Daily Market Segment Analysis (DMSA). Ensure accuracy from the daily Flash Report. Review actual performance versus Potential performance. Complete all required month end reports with detailed analysis. If necessary, complete action plans for the property to follow to create additional production/revenue. Review Hotelligence reports for trends, booking windows and sources of business as well as rates compared to competition. Qualifications: At least 2 years experience in the Revenue Management field as manager or senior analyst Bachelor's degree or equivalent in Hotel or Hospitality Management or closely related field In-Depth knowledge of all industry reports such as STR, Hotelligence, Market Vision, etc. Proficient in Microsoft Excel, Word, Power Point Opera/Synxis systems- ideal Ability to work quickly in a high-pressure & high stress environment Ability to communicate clearly both verbally and in writing Excellent time management skills Exceptional with details and follow up Flexible and long hours sometimes required. Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Participate in M.O.D. coverage as required. Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which include wearing nametags. Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. Must be able to maintain confidentiality of information. Perform other duties as requested by management
$93k-123k yearly est. Auto-Apply 1d ago
Workday Payroll Consultant
Hale International 3.4
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.
$77k-116k yearly est. 1d ago
SAP Operation Support Engineer
Source One Technical Solutions 4.3
Hayward, CA job
Source One is a consulting services company and we're currently looking for the following individual to work as an on-site consultant to an autonomous vehicle (AV) ride-sharing company in Hayward, CA. Title: SAP Operation Support Engineer (Contract) Pay Rate: $87.25/hr (W-2) Summary: Our client is seeking an SAP Operation Support Engineer to support SAP S/4, key Base Operations systems, and broader IT infrastructure initiatives. This role focuses on SAP data accuracy, system configuration, operational improvements, and cross-functional collaboration to enhance vehicle and production operations. You will also assist with analytics tools, documentation systems, and general IT application support. The ideal candidate is detail-oriented, proactive, and experienced in SAP S/4 and system operations, with strong communication skills and the ability to manage complex data and processes in a fast-paced environment. Key Responsibilities : SAP Support & Data Management - Serve as the SAP data steward: maintain vehicle lists, equipment structures, work centers, measuring points, counters, task lists, maintenance plans, and catalog codes. - Partner with the Business Applications team on As-Maintained BOM cleanup and resolving data inaccuracies. - Provide configuration management support in SAP for Base Operations ahead of key milestones. - Lead SAP improvement and automation initiatives and evaluate user experience to drive usability enhancements. - Act as the primary SAP subject-matter expert, handling troubleshooting, maintenance, and user support. - Work with internal training teams to create module-specific SAP training for BaseOps users. Systems, Infrastructure & IT Application Support - Provide general IT application support for Base Operations systems and advocate operational needs with Corporate IT. - Lead IT infrastructure and application improvement projects informed by data insights and user feedback. - Support development, maintenance, and operations of technical publications tools, release software, and customer-facing documentation systems. - Improve documentation review workflows in partnership with the BaseOps documentation team. - Support development and use of analytics tools, dashboards, and reporting frameworks to improve operational efficiency. - Conduct data auditing and compliance activities to ensure accuracy, governance, and system reliability. - Communicate project progress, milestones, and outcomes to internal and external partners. Daily Focus : - Manage SAP data accuracy and system improvement projects in close collaboration with Business Applications, Program Management, Strategic Operations, Data Science, Fleet Support, and Engineering. - Monitor and support BaseOps systems and infrastructure, lead software/hardware rollouts, deliver training, troubleshoot issues, and contribute to overall system architecture. - Provide support for SAP S/4, SAP MES, and other IT systems; contribute to operational tools and processes that improve fleet and production uptime. - As needed, support website development and maintenance of operational databases and dashboards. Qualifications : - B.S. in Information Technology or an equivalent engineering field - 6-8 years of experience in a System Operations Support role - Hands-on experience with SAP S/4 - Strong written and verbal communication skills - Highly self-motivated, detail-oriented, and able to prioritize multiple assignments - Experience with UI development/maintenance and UX studies - Coding experience: HTML, CSS, JavaScript Bonus Qualifications : - Experience with SAP ME/MII - Familiarity with Jira/Confluence or similar tools - Experience with web development tools (e.g., Oxygen) and building analytics dashboards - Prior support experience in production or vehicle fleet environments
$87.3 hourly 4d ago
Executive Assistant (Backup Assistant to President)
Golub Capital 4.9
New York, NY job
Information Hiring Manager: Administration Manager Department: Administration The Administration Department is responsible for providing administrative and logistical support to the entire organization. The role of the department is to keep the office organized and ensure that everything runs smoothly. In addition, the Administration Team makes sure that policies and procedures are being followed. The department's primary responsibilities include scheduling, expenses, travel and assisting with other duties allowing those they support more time to carry out their responsibilities. Position Responsibilities The primary focus of this position is to provide support to 2-3 Senior Leaders within the Investor Partners Group ("IPG") with demanding schedules and frequent travel, while also serving as primary backup to the President's Executive Assistant. This role requires someone who is dedicated to producing the highest quality of work, regardless of the task, and project management. The position requires the candidate to be available on occasion during non-working hours and weekends. Responsibilities include, but are not limited to, the following: * Provide full administrative support to 2-3 designated Senior Leaders including complex calendar management, travel coordination, expense processing and meeting logistics * Provide backup support to the President's Executive Assistant during peak periods, out of office coverage or special projects * Handle office-related tasks such as printing, scanning, document preparation and logistical coordination to support the efficient functioning of the President's Office * Assist with overflow requests and administrative follow-ups to allow the President and his Executive Assistant to focus on priorities * Track open items, provide timely status updates and ensure key follow-ups are captured and addressed * Collaborate closely with the IPG Administration Manager to maintain alignment on priorities, coverage needs and Administration Team communications * Partner with other members of the Administration Team to ensure continuity of executive support across the organization * Coordinate cross-functional projects, prepare meeting materials * Ad-hoc duties / projects as assigned Candidate Requirements Qualifications & Experience: * Bachelor's degree or equivalent education required * Minimum 5 years of relevant work experience * Have outstanding verifiable references * Ability to maintain confidentiality to the highest degree and discretion in all circumstances * Mature and collegial individual who is positive, proactive, detail-oriented and persistent and grasps the broader picture * Demonstrates poise and grace under pressure * Proactive and anticipatory; a flexible self-starter who is willing to pitch in wherever needed * Tech savvy; easily grasps new programs and applications * Flexibility to work outside of strict job description parameters, thinking creatively about how to provide highest quality internal customer service * Excellent project management skills * Process-oriented; enjoys developing and implementing systems and documents * Able to build rapport and credibility quickly with household staff, the corporate office and vendors * Able to communicate effectively and readily with managers and the C-Level Executives * Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. * Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. * Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. * Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. * Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. * Administrative Excellence: Understands administrative processes and systems (e.g., documentation, calendars, budgets, office management) and balances multiple priorities while maintaining accuracy. * Internal Customer Focus: Understands internal customers' business and carries out administrative responsibilities to meet business needs and ensure satisfaction. * Facilities Knowledge: Utilizes knowledge of facilities maintenance, office automation, and related processes to address issues and optimize performance. * Office Automation: Understands office automation and drives related processes, leveraging an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people. * Vendor Management: Manages and coordinates with external vendors. Researches and identifies new vendors as needed and monitors performance. * Project / Program Management: Manages projects and / or programs through planning, identifying resources, monitoring and communicating project activities and assessing impacts of project decisions. Compensation and Benefits For New York Only: It is expected that the base salary range for this position will be $100,000 - $130,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.
$100k-130k yearly Auto-Apply 12d ago
Principal (or Senior Vice President), GP-Led Secondaries
Golub Capital 4.9
New York, NY job
Information Hiring Manager: Managing Director Department: GP-Led Secondaries Golub Capital is launching a private equity secondaries investing business focused on GP-led secondaries (e.g., continuation vehicles), targeting middle-market companies owned by sponsors Golub Capital has strong relationships with. The Firm has a track record of growing and expanding its capabilities as our sponsor clients seek to do more business with us, both in direct lending and other capital solutions. In recent years, our best sponsor relationships have demonstrated meaningful demand for continuation vehicles and other secondary solutions and would welcome Golub Capital as a solutions provider for these transactions. The Firm has historically specialized in 5 verticals: (1) Consumer, Restaurant and Retail, (2) Diversified Industries, (3) Financial Services, (4) Healthcare and (5) Software & Technology Services and will aim to pursue transactions that best align within these areas of expertise. The GP-Led Secondaries Team is a newly formed investment team within the Firm aimed primarily at (1) single-asset and concentrated multi-asset continuation vehicles and (2) transactions led by GPs seeking to return capital to investors and extend their hold period for high quality assets. The team will initially commit $1 billion of management company and existing funds capital with a goal of launching a new dedicated fund targeting $1+ billion of investor commitments in the near term and building a multi-billion-dollar business soon thereafter. Position Responsibilities The candidate will play a foundational role in supporting the launch and growth of Golub Capital's GP-Led Secondaries business. This individual will initially work closely with the Head of GP-Led Secondaries, leading underwriting and deal execution. This is a unique opportunity to be at the forefront of a high-growth initiative, supported by the Firm's deep sponsor relationships, investor capital and a proven underwriting process. Primary duties and responsibilities include, but are not limited to: * Responsible for all aspects of deal evaluation, structuring, due diligence and legal documentation for PE secondaries * Conducting thorough due diligence including financial analysis, market research and risk assessment * Preparing and presenting Investment Committee memorandums to the Investment Committee * Ongoing monitoring and maintenance of the team's investments and preparing regular portfolio reviews * Negotiating and structuring secondary transactions, ensuring favorable terms for the Firm * Monitoring and managing existing secondary investments, providing regular updates to senior management * Staying abreast of market trends and developments in the secondary market * Assisting with designing, launching, marketing and fundraising for the initial fund product * Supporting the Investor Partners Group ("IPG") in capital raising for additional related funds * Other duties as assigned Candidate Requirements Qualifications & Experience: * Bachelor's degree required, preferably with a major in Finance, Accounting, Economics or related financial subject area with an outstanding record of academic achievement * At least 8 years of equity secondaries and / or private equity experience with 12+ years of experience in financial services * High sense of urgency and analytical rigor * Ability to effectively communicate with internal teams and external clients * Capacity to manage multiple processes simultaneously * Ability to work to meet tight deadlines, using own initiative and without close supervision; strong work ethic * Ability to manage changing demands in fast-paced environment * Detail-oriented and comfortable with writing and presenting detailed memos / analytics to Investment Committee * Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. * Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. * Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. * Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. * Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. Compensation and Benefits For New York Only: It is expected that the base salary range for this position will be $330,000 to $350,000 for a Principal and $300,000 to $325,000 for a Senior Vice President. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.
$330k-350k yearly Auto-Apply 49d ago
Military Training Valuation Specialist (SAN DIEGO)
Usaa 4.7
San Diego, CA job
Why USAA? All candidates should make sure to read the following job description and information carefully before applying. 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 The Opportunity The Military Apprentice Appraiser completes a 69-month training class with structured learning targets that includes classroom, self-study, and OJT elements. The Apprentice Appraiser will receive routine evaluations focused on assessment of learning and development combined with the ability to demonstrate associated performance requirements. This program teaches the skills necessary to evaluate and analyze auto physical damage from photos combined with the facts of loss to develop an accurate estimate for repairs. Candidates who successfully complete this program will be evaluated for placement into an Auto Appraiser job. What you'll do: With supervision, utilizes digital tools to evaluate and appraise low complexity (drivable, material loss, auto physical damage) auto claims in accordance with the terms and conditions of the contract, corporate guidelines, and state laws and regulations. Investigates claim damages. Demonstrates basic knowledge of P&C insurance industry products, services, contracts, and internal processes/systems/procedures to ensure compliance. Identifies coverage concerns, reviews prior loss history, determines, and creates Special Investigation Unit (SIU) referrals, when appropriate. Maintains accurate and current claim file documentation throughout the claims process for low complexity claims. Explains coverage, assists policyholders with information on repairs and describes the settlement process, setting appropriate expectations. Issues settlement amounts for damages claimed. Supports workload surges and/or Catastrophe Operations as needed which may involve volunteering for extended hours. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. Up to 1 year of customer service experience. Prior or current military service and/or military spouse Acquisition and maintenance of insurance adjuster license within 90 days and designated number of attempts What sets you apart: Military background highly preferred, specifically: Mechanical Aptitude (Vehicle Maintenance, Fleet Services, Technical Inspection): Army/National Guard:MOS 91 series (e.g., Wheeled Vehicle Mechanic, Tracked Vehicle Repairer), or other related mechanical jobs. Marine Corps:MOS 3521 (Motor Vehicle Mechanic), 3531 (Maintenance Management Specialist). Or other related mechanical jobs. Air Force:Related AFSC (Air Force Specialty Code) in vehicle or aviation maintenance. Navy: Machinist Mate, Engineman, Gas Turbine System, Electrician Mates and other related mechanical jobs. AND/OR Investigative and Troubleshooting Background (Military Intelligence, CID, OSI, Military Investigative Experience): Strongly Preferred:Experience as a Criminal Investigation Division (CID) Special Agent (Army MOS 31D or Marine Corps 5821), Air Force Office of Special Investigations (OSI) Agent (Air Force Enlisted Code 7S), or in a Military Police (MP) investigative role (Army MOS 31B, Marine Corps 5811) or other investigative, troubleshooting jobs. Experience in diagnosing complexsystem failures(mechanical, electrical, etc.)andimplementing effective repair solutions. Demonstrable ability to applyinvestigative techniquesto isolate root causes. Familiarity with technical inspection procedures andmeticulous documentationpractices, including chain of custody procedures when applicable. Experience in conducting interviews, gathering evidence, and preparing detailed reports is a significant asset. Prior experience with root cause analysis (RCA) methodologies is a plus. Good understanding of guidance (SOPs) Physical Demand Requirements: May require the ability to operate a company vehicle within assigned territory. May require the ability to reach, handle, squat, bend, climb, and kneel as needed to complete inspections of damaged vehicles. May require the ability to work outdoors in inclement weather conditions; May be exposed to working in body shop and/or salvage yard environments up to 25% of the time. May be required to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid drivers license. Compensation range: The salary range for this position is: $45,470- $81,490. 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 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. xevrcyc 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.
$45.5k-81.5k yearly 1d ago
Director of Product Management
Goodleap 4.6
San Jose, CA job
Director of Product, Fraud and Risk GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. We're looking for a Director of Product to lead the fraud and risk function for our consumer products. This is a high-impact IC role today, responsible for architecting the systems, controls, and decisioning that protect our credit products, consumer payments, and homeowner experiences while maintaining a seamless, high-conversion user journey. You'll own the strategy and the execution, bringing clarity to complex fraud and risk challenges. You'll align partners around the right signals and defenses, and personally driving the roadmap that materially reduces losses. As the business grows, this function will expand, and this leader will play a critical role in shaping how the team and capabilities scale. The ideal candidate brings systems-level thinking, hands-on rigor, and the ability to operate at director-level altitude while still executing with precision in a fast-moving fintech environment. Essential Job Duties & Responsibilities: Set and drive the end-to-end fraud and risk product strategy across credit products, consumer payments, and the homeowner app, delivering strong protection without compromising experience. Own the roadmap for fraud detection and risk scoring systems, and partner closely with Engineering and Data Science to advance models, rules, and real-time defenses. Partner with Security to strengthen identity and account integrity, shaping product-side risk controls (KYC/KYB, device intelligence, behavioral signals) that mitigate synthetic IDs, ATO, and mule activity. Lead the strategy to prevent fraud-driven disputes and chargebacks by strengthening upstream controls, improving decisioning logic, and reducing opportunities for abuse before they reach Operations. Analyze fraud patterns, model performance, losses, and false positives, and make sharp, data-driven decisions that reduce fraud while preserving customer experience. Manage key vendor relationships and evaluate new technologies, signals, and platforms that can strengthen our fraud and risk defenses. Collaborate with Compliance and Legal to ensure fraud and risk systems meet regulatory requirements and are audit-ready. Communicate risks, trends, and mitigation plans to senior leadership with clarity, urgency, and high signal. Required Skills, Knowledge & Abilities: 10+ years of fraud, risk, identity, or trust & safety product experience in fintech, banking, lending, payments, or consumer finance. Proven success designing fraud/risk systems, working with DS/ML teams, and shipping high-impact risk products at scale. Deep understanding of fraud vectors (ATO, synthetic identities, mule accounts, friendly fraud, credit abuse, chargebacks). Experience with KYC/AML, sanctions, adverse media, dispute regulations, and compliance alignment. Strong analytical abilities, fluent with metrics, funnels, decision trees, and interpreting model outputs. Ability to lead teams, influence senior stakeholders, and make crisp tradeoffs between risk mitigation and growth. High-signal communication: clear, structured, authoritative. $230,000 - $260,000 a year In addition to the above salary, this role may be eligible for a bonus and equity.
$230k-260k yearly 1d ago
Distributed Systems Engineer / AI Workloads
The Crypto Recruiters 3.3
Fremont, CA job
We are actively searching for a Distributed Systems Engineer to join our team on a permanent basis. In this founding engineer role you will focus on building next-generation data infrastructure for our AI platform. If you have a passion for distributed systems, unified storage, orchestration, and retrieval for AI workloads we would love to speak with you. Our office is located in downtown SF and we collaborate two days a week onsite. Your Rhythm: Design, build, and maintain data infrastructure systems such as distributed compute, data orchestration, distributed storage, streaming infrastructure, machine learning infrastructure while ensuring scalability, reliability, and security Ensure our data platform can scale by orders of magnitude while remaining reliable and efficient Tackle complex challenges in distributed systems, databases, and AI infrastructure Collaborate with technical leadership to define and refine the product roadmap Write high-quality, well-tested, and maintainable code Contribute to the open-source community and engage with developers in the space Your Vibe: 3+ years of professional distributed database systems experience Expertise in building and operating scalable, reliable and secure database infrastructure systems Strong knowledge around distributed compute, data orchestration, distributed storage, streaming infrastructure Strong knowledge of SQL and NoSQL databases, such as MySQL, Postgres, and MongoDB. Programming skills in Python Passion for building developer tools and scalable infrastructure Available to collaborate onsite 2 days a week 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 An actual work/life balance, we aren't trying to run you into the ground. We have families and enjoy life too!
$101k-138k yearly est. 1d ago
Associate, National Accounts
Golub Capital 4.9
New York, NY job
Information Hiring Manager: Managing Director, Deputy Head of Private Wealth Americas Department: Private Wealth Americas The Private Wealth Americas ("PWA") Team is a component of the Investor Partners Group ("IPG") that is responsible for the equity and debt fundraising activities of the Firm. PWA focuses on delivering compelling investment solutions and gold-standard client service to the private wealth market via wirehouses, regional broker-dealers, private banks, registered investment advisors and other intermediaries. PWA oversees sales and marketing, business development, relationship management and business operations specific to the private wealth channel in North and South America. The team collaborates closely with other departments to develop and execute fundraising and client-service initiatives in line with the Firm's objectives. Position Responsibilities This individual will support PWA's National Accounts efforts to drive product placement at wirehouses and broker-dealers. Primary duties and responsibilities include, but are not limited to: * Supporting the development of robust relationships with wirehouses, regional broker-dealers and independent broker-dealers to drive business growth * Providing high-touch client service to product origination and research teams at partner firms * Developing and maintaining knowledge of Golub Capital product offerings, systems and processes to support and service client relationships * Tracking industry trends and competitor developments * Developing an understanding of the structures and business models of partner firms * Updating pipeline information and managing client and prospect information in the Firm's CRM * Collaborating with members of the Direct Lending Team, Product Specialists, Compliance and Operations to organize client meetings and coordinate presentation material content Candidate Requirements Qualifications & Experience: * Bachelor's degree required * 2+ years of relevant experience at a buy-side firm * Experience with broker-dealer and wirehouse sales channels is strongly preferred * Experience working within a CRM database; Microsoft Dynamics experience is a plus * Excellent organizational, data analysis, communication and presentation skills * Ability to multi-task, problem solve and adapt to changing priorities * Client-centric approach, dedicated to delivering outstanding client experiences and solutions * Ability to work in a team-oriented sales environment where sharing information and collaboration are essential for success * Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment * Series 7 and Series 63 is required * Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. * Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. * Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. * Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. * Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. * Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape. Monitors industry trends and changes and recognizes their relevancy and implications to the Firm. * Firm and Product Knowledge: Demonstrates an understanding of the Firm's investment strategies, client base, products and investor needs, including the Firm's structure and competitive advantage in the marketplace. * Innovation: Embodies an agile and creative mindset to help develop new solutions, continuously improve and optimize existing processes and impose structure in ambiguous circumstances through people, process and technology. * Project / Program Management: Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions. * Analytics: Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions. * Data and Content Stewardship: Follows appropriate policies and procedures to enter and manage data and content, including evaluating issues with data and content and taking appropriate steps to address them. Communicates with others regarding data and content stewardship to ensure accuracy and integrity and encourages others to uphold data and content stewardship practices. * Relationship Management: Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams. Compensation and Benefits For Illinois and New York Only: It is expected that the base salary range for this position will be $115,000 to $140,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.
$115k-140k yearly Auto-Apply 49d ago
Assistant Vice President (or Senior Associate), GP-Led Secondaries
Golub Capital 4.9
New York, NY job
Information Hiring Manager: Managing Director Department: GP-Led Secondaries Golub Capital is launching a private equity secondaries investing business focused on GP-led secondaries (e.g., continuation vehicles), targeting middle-market companies owned by sponsors Golub Capital has strong relationships with. The Firm has a track record of growing and expanding its capabilities as our sponsor clients seek to do more business with us, both in direct lending and other capital solutions. In recent years, our best sponsor relationships have demonstrated meaningful demand for continuation vehicles and other secondary solutions and would welcome Golub Capital as a solutions provider for these transactions. The Firm has historically specialized in 5 verticals: (1) Consumer, Restaurant and Retail, (2) Diversified Industries, (3) Financial Services, (4) Healthcare and (5) Software & Technology Services and will aim to pursue transactions that best align within these areas of expertise. The GP-Led Secondaries Team is a newly formed investment team within the Firm aimed primarily at (1) single-asset and multi-asset continuation vehicles and (2) LP interests in legacy private equity funds held by funds-of-funds. The team will initially leverage management company capital and co-investor capital, with a goal of launching a dedicated fund targeting $1+ billion of investor commitments in the near term and building a multi-billion-dollar business soon thereafter. Position Responsibilities This individual will assist with underwriting GP-led secondaries transactions and support the launch and growth of Golub Capital's GP-Led Secondaries business. This is a unique opportunity to be at the forefront of a high-growth initiative, supported by the Firm's deep sponsor relationships, investor capital and a proven underwriting process. Primary duties and responsibilities include, but are not limited to: * Assisting the Underwriting Team in evaluating private equity secondary transactions * Conducting detailed business diligence such as analysis of underlying portfolio companies, industry, competitive landscape, financial / KPI trends, liquidity and exit strategy * Preparing Investment Committee memorandums * Developing financial models to review multiple scenarios * Supporting deal structuring, negotiation and execution processes * Monitoring existing investments; performing portfolio analytics and assisting in valuations * Staying abreast of market trends and developments in the secondary market * Other duties as assigned Candidate Requirements Qualifications & Experience: * Bachelor's degree required, preferably with a major in Finance, Accounting, Business Administration, Economics or related financial discipline with an outstanding record of academic achievement * At least 4 years of relevant experience * Experience working with financial sponsors is a plus * High sense of urgency * Capacity to manage multiple processes simultaneously * Ability to work to meet tight deadlines, using own initiative and without close supervision; strong work ethic * Ability to manage changing demands in fast-paced environment * Detail-oriented, strong financial modeling and accounting skills and comfortable with writing and presenting detailed memos / analytics to Investment Committee * Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. * Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. * Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. * Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. * Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. Compensation and Benefits For Illinois and New York Only: It is expected that the base salary range for this position will be $270,000 to $290,000 for an Assistant Vice President and $220,000 to $245,000 for a Senior Associate. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.
$270k-290k yearly Auto-Apply 32d ago
Change Management Vice President (or Assistant Vice President)
Golub Capital 4.9
New York, NY job
Information Hiring Manager: Director Department: Change Management The Change Management Department is responsible for continually helping individuals impacted by systems or process changes be successful by implementing a systematic change management approach, building support, addressing resistance and developing the required knowledge and ability to implement the change. We help them make successful transitions resulting in changes that are thoroughly and smoothly implemented with lasting benefits. Position Responsibilities * Shaping and driving change strategies aligned with enterprise goals * Leading delivery of change initiatives; tracking performance and mitigating risks * Coaching team members while fostering collaboration and growth * Applying data-driven insights to assess impact and guide decisions * Collaborating with internal stakeholders to conduct needs assessments and customize training plans based on employee and project requirements * Building and implementing solutions using dynamic digital adoption tools * Creating comprehensive process maps with a focus on user impact using Visio, SharePoint Online, PowerPoint and videos * Developing content and designing training materials including e-learning videos, training guides and quick reference cards * Researching and testing new technologies and processes to develop relevant learning materials * Troubleshooting technical issues and coordinating with vendor support * Maintaining and updating learning materials throughout project lifecycles and beyond Candidate Requirements Qualifications & Experience: * Bachelor's degree required * 6+ years of direct relevant experience is required * Experience working with digital adoption tools (e.g., WalkMe, Pendo, Userlane, Appcues); strong knowledge of WalkMe is preferred * Familiarity with implementing a range of training assets in the financial services industry is a plus * Experience with design, user experience and Learning Management Systems is a plus * Background in technology services and support is a plus * Delivery oriented with high quality customer service standards * Excellent written and verbal communication skills * Excellent collaboration skills * Navigates shifting priorities with resilience and focus * Must be motivated by a fast paced, complex environment and comfortable learning new technologies quickly * Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. * Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. * Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. * Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. * Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. * Change Strategy: Leverages Change Management expertise to develop strategies that support business needs. Applies understanding of value drivers and critical success factors that will positively impact the Firm. * Change Industry Knowledge: Leverages Change Management industry knowledge and best practices to facilitate the people side of change. * Change Application Excellence: Ensures project success by continually assessing and improving the Firm's change processes based on Firm culture and needs. * Project / Program Management: Manages Change Management projects and / or programs through planning, identifying resources, monitoring and communicating project activities and assessing impacts of project decisions. * Sponsorship Management: Takes a consultative approach with internal sponsors including building trust and coaching. * Communication Excellence: Drives awareness, increases knowledge and desire and mitigates resistance by identifying and implementing key messages. * Training Excellence: Drives knowledge and ability for "the change" by identifying learning needs, developing and executing effective training plans. * Change Measurement: Collects, analyzes and interprets data to measure adoption, identify trends and develop reinforcement plans. Compensation & Benefits For Illinois and New York Only: It is expected that the base salary range for this position will be $135,000 to $160,000 for a Vice President and $110,000 to $135,000 for an Assistant Vice President. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.
$34k-48k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Edward Jones 4.5
Arroyo Grande, CA job
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. 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 a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain 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. #LI-USFATA
$45k-100k yearly 1d ago
Internal Accounting Tax Manager
Golub Capital 4.9
New York, NY job
Information Hiring Manager: Senior Controller Department: Internal Accounting The Internal Accounting ("IA") Department is responsible for the financial and tax reporting of Firm leadership investment portfolios. Its goal is to provide reliable and timely information enhancing leadership's ability to make investment decisions. Critical functions within the IA Department include cash management, business and accounting records maintenance and tax / estate planning. The IA Department collaborates closely with Firm leadership, Executive Administration, Strategic Accounting & Finance, Treasury and Tax to deliver information that meets or exceeds the high standards of the Firm. Position Responsibilities The Tax Manager will be responsible for overseeing and handling all aspects of tax planning, compliance and reporting for the Principals and their affiliated entities. This position offers an excellent opportunity for a seasoned tax professional to make a significant impact and contribute to the success of the Internal Accounting Team. Primary duties and responsibilities include, but are not limited to: * Leading the development and execution of quarterly tax estimated projections and overseeing payment filings * Managing the review process for complex individuals, trusts, partnerships and corporate tax returns. Synthesizing the findings into summary memorandums for Principals and family members. * Directing coordination with external tax accounting firms on document procurement, preparation workflows, notices, filings and audits * Cultivating relationships with outside tax accounting firms and internal groups such as Legal, Tax, Executive Administration and Strategic Accounting & Finance * Overseeing the tax document tracking process (1099, 1098, K-1, joint filer, PFIC) and ensuring the timely resolution of any missing documentation * Responding to correspondence from taxing authorities * Supervising real estate tax payments, charitable contributions and provide other supporting schedules for tax preparers * Managing the processing of political and charitable contributions, including coordinating compliance approvals, pledge maintenance, and internal reporting * Developing and maintaining investment tax basis tracking, trust DNI, New York state allocation, tax basis financial statements and other schedules / deliverables * Monitoring real estate cost basis reporting and ensure compliance with Qualified Opportunity Fund (QOF) requirements * Coordinating and approving all other tax-related filings and payments (ex. payroll, etc.) * Overseeing internal Form 1099 preparation and ensure accuracy and timeliness of all required tax filings * Developing and implementing tax planning strategies (investment placement, carryforward utilization, etc.) * Coach/Mentor Senior Tax Accountant Candidate Requirements Qualifications & Experience: * Bachelor's degree in Accounting (CPA preferred) * 7+ years of relevant tax experience in the financial services industry (mix of public accounting and industry a plus) * Strong existing tax knowledge of partnership taxation and tax reporting requirements * Superb written and verbal communication skills * Results oriented, strong project management skills including the ability to drive people and projects to completion * Comfort with and prior experience in a fast paced and high growth environment - candidate should possess excellent organizational skills with the ability to handle numerous projects at a time and prioritize as appropriate * Highly meticulous, detail oriented and process driven * Takes initiative with a strong emphasis on a team-orientated mentality * Strong Excel skills and knowledge of Microsoft Office * Sage Intacct experience a plus * Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. * Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. * Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. * Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. * Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. * Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people. * Compliance: Ensures compliance with laws and regulations related to tax and accounting. Stays current on legislative and regulatory changes and implements practices to stay compliant. * Financial Analysis: Leverages financial policies, accounting principles, technology and other financial analytics and metrics to ensure compliance and generate insights. * Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. * Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. Compensation and Benefits For New York Only: It is expected that the base salary range for this position will be $180,000 to $220,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. We perform extensive and thorough pre-hire screens to ensure that our personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.
$180k-220k yearly Auto-Apply 20d ago
Compliance Officer
Golub Capital 4.9
New York, NY job
Information Hiring Manager: Co-General Counsel Department: Legal & Compliance Responsibilities The Firm acts as an investment adviser to onshore and offshore private funds, managed accounts and both public and private business development companies. The Firm is seeking a Senior Compliance Officer to lead certain aspects of the Firm's compliance program. A thorough understanding of the Firm's products, services and regulatory framework is necessary in this role. This person will lead and manage routine and special projects on behalf of the broader Legal & Compliance Department. Primary responsibilities of this position will be: * Act as subject matter expert overseeing monitoring and testing of the Firm's regulatory compliance controls * Establish and enhance compliance standards and design and implement improvements to internal control structures * Develop and execute special or enhanced monitoring and testing techniques for new, complex or high-risk requirements, or in response to certain weaknesses discovered through routine assessments, testing, audits or exams * Manage and complete regulatory filings * Review advertising and sales materials, correspondence, investor communications and investor reports and other documents to ensure that these materials meet SEC advertising regulations and other regulatory rules, as applicable, and internal quality control standards * Investigate and resolve compliance-related issues and advise Senior Management and Board on compliance matters * Assess control design and effectiveness to mitigate compliance risk * Manage certain special projects related to the Legal & Compliance Department as needed, e.g., policy updates due to regulatory changes, research and recommend solutions related to compliance matters * Serve as a subject matter expert on the implementation and execution of testing regulatory compliance controls * Effectively communicate compliance-related issues requiring management attention * Stay apprised of regulatory matters and developments through reading, research and training through online webinars and conferences and assist with exam preparedness efforts * Collaborate internally with other members of the Legal & Compliance Department to ensure consistent standards and effective communication Candidate Requirements Qualifications & Experience: * Bachelor's degree or equivalent education required; JD from a top-tier institution is preferred but not required * At least 8 years of relevant experience including experience with the Investment Advisers Act of 1940 and / or the Investment Company Act of 1940 * Knowledge and understanding of regulatory and industry best practices developments, particularly in the areas of compliance, corporate governance and risk management * Preference for previous exposure to, and broad understanding of, the credit asset management business * Strong analytical skills with experience in prioritization, issue identification and resolution * Strong project management skills, ability to review materials quickly and ability to drive and meet deadlines * Skilled in business writing and editing with strong attention to detail * Quick learner who has an ability to grasp complicated financial concepts * Capacity and passion for being part of a fast-growing, multi-office environment * Team oriented with the ability to build relationships and earn the respect of others * Self-starter with the ability to manage projects independently * Ability to handle sensitive matters at all levels of the organization with discretion and confidentiality * Ability to anticipate and react quickly to the evolving financial services regulatory environment * Demonstrated knowledge base and stature to deliver solution-oriented advice in a manner that is respected and valued by business and staff group leaders and constituents * Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. * Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. * Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. * Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. * Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. * Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. * Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. * Compliance: Ensures compliance with laws and regulations and stays current with legislative and regulatory changes that impact the Firm. * Contract Management: Leverages an understanding of the regulatory, legal and compliance elements of contracting to interpret and ensure adherence to contract agreements throughout the lifecycle of agreements. * Negotiation: Applies advanced negotiating techniques and a consultative approach with customers and internal stakeholders to compliantly create measurable short- and long-term values that leads to mutually beneficial outcomes. * Project / Program Management: Manages projects and / or programs through planning, identifying resources, monitoring and communicating project activities and assessing impacts of project decisions. Compensation and Benefits For Illinois and New York Only: It is expected that the base salary range for this position will be $150,000 to $200,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.
$150k-200k yearly Auto-Apply 26d ago

Learn more about Low Income Investment Fund jobs

Most common locations at Low Income Investment Fund

Low Income Investment Fund New York jobs

Low Income Investment Fund San Francisco jobs

New York, NY jobs at related companies

New York, NY golub capital jobs

Working at related companies

Related companies jobs

Jobs in nearby cities

Zippia Jobs
New York jobs
New York, NY Jobs
Low Income Investment Fund Jobs
Low Income Investment Fund New York, NY Jobs

Low Income Investment Fund jobs in New York, NY

Financial Advisor

Reservations & Revenue Manager

Part Time Branch Office Administrator

Financial Advisor

General Counsel

Data Platform Engineer / AI Workloads

Revenue Manager

Workday Payroll Consultant

SAP Operation Support Engineer

Executive Assistant (Backup Assistant to President)

Principal (or Senior Vice President), GP-Led Secondaries

Military Training Valuation Specialist (SAN DIEGO)

Director of Product Management

Distributed Systems Engineer / AI Workloads

Associate, National Accounts

Assistant Vice President (or Senior Associate), GP-Led Secondaries

Change Management Vice President (or Assistant Vice President)

Financial Advisor

Internal Accounting Tax Manager

Compliance Officer

Learn more about Low Income Investment Fund jobs

Most common locations at Low Income Investment Fund

New York, NY jobs at related companies

Working at related companies

Related companies jobs

Jobs in nearby cities