Mai Wealth Management, Inc. job in Independence, OH
GENERAL JOB DESCRIPTION
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals.
The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client's professional advisors.
This is a hybrid position that can be located out of our New Castle, PA office or Independence, OH office.
MAJOR DUTIES AND RESPONSIBILITIES
Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.
Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
Participate in building new client relationships in collaboration with strategic partners.
Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
Maintain a comprehensive understanding of the markets, overall economy, and the firm's investment philosophy and models.
Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
Impact firm marketing efforts through the writing of technical articles, white papers, etc.
EXPERIENCE/CREDENTIALS
10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
Bachelor's degree in Accounting or Finance preferred.
Certified Financial Planner (CFP)
eMoney experience (or something similar) is preferred.
Investment management, third party certification or licensing by relevant agency or association an added plus
COMPETENCIES
Working knowledge of planning strategies and solutions
Ability to work in a team environment, but also comfortable leading the effort when called upon.
Knowledge of investments and macro-economic as they relate to clients' investment goals and objectives.
Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
High attention to detail
Strong organizational, written and oral communication skills
FEATURED BENEFITS:
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement
$100k-134k yearly est. 15d ago
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Senior Wealth Advisor
Mai Wealth Management, Inc. 4.1
Mai Wealth Management, Inc. job in North Canton, OH
GENERAL JOB DESCRIPTION
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals.
The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client's professional advisors.
MAJOR DUTIES AND RESPONSIBILITIES
Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.
Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
Participate in building new client relationships in collaboration with strategic partners.
Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
Maintain a comprehensive understanding of the markets, overall economy, and the firm's investment philosophy and models.
Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
Impact firm marketing efforts through the writing of technical articles, white papers, etc.
EXPERIENCE/CREDENTIALS
10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
Bachelor's degree in Accounting or Finance preferred.
Certified Financial Planner (CFP)
Investment management, third party certification or licensing by relevant agency or association an added plus
COMPETENCIES
Working knowledge of planning strategies and solutions
Ability to work in a team environment, but also comfortable leading the effort when called upon.
Knowledge of investments and macro-economic as they relate to clients' investment goals and objectives.
Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
High attention to detail
Strong organizational, written and oral communication skills
FEATURED BENEFITS:
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement
$100k-134k yearly est. 13d ago
Senior Client Service Manager
Ascensus 4.3
Charlotte, NC job
Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
Acts in a pro-active manner with assigned clients and builds relationships to ensure retention
Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues
May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed
Performs under pressure with minimal direction
Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy
Focuses on learning in everyday activities and events
Collaborates with and openly shares knowledge with colleagues
Regular, reliable, and punctual attendance
Management Responsibilities (None)
Required Education, Experience and Certificates, Licenses, Registrations
* 5+ years of experience working in a related position in the retirement services sector
* Strong MS Office skills to include Excel
Preferred (but not required) education or skills for this role are
* Bachelor's degree in a business related field or industry experience
* DST experience
Competencies
Verbal and Written Communication Skills
Independent
Time Management
Diplomatic
Creative Problem Solver
Integrity
Analytical Thinker
Resourceful
Team Player
Sound Judgment
Results Driven
Exhibits Personal Credibility
Forward Thinking
Planning and Organizing
Project Management
Travel: Up to 10%
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$73k-103k yearly est. 1d ago
Market Executive: Innovation Tech Banking MD
Jpmorgan Chase & Co 4.8
San Francisco, CA job
A leading financial institution seeks a Market Executive in San Francisco to manage relationships within the Software Technology sector and lead banking teams. The candidate will focus on innovative startups and require 15+ years of experience in account management within a Commercial Bank. This role also demands strong communication and problem-solving skills. A competitive salary and benefits are offered for this full-time position, with an emphasis on industry trends and client acquisition.
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$72k-127k yearly est. 1d ago
Senior Crypto Credit Trader - Growth & Strategy
P2P 3.2
San Francisco, CA job
A leading crypto solutions provider is seeking a Senior Credit Trader in San Francisco, California. This role requires deep expertise in credit markets and proven success in financial analysis and trading. The successful candidate will lead strategic initiatives to drive growth and collaborate with stakeholders. The expected base pay ranges from $162,000 to $219,000, plus performance bonuses and equity options, influenced by location and experience.
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$162k-219k yearly 1d ago
2nd Grade Teacher
Accel Schools 4.5
Columbus, OH job
About the Team ACCEL Schools is hiring a highly qualified 2nd Grade Teacher at Columbus Arts & Technology Academy in Columbus, Ohio dedicated to providing a superior education for all students for the upcoming 2025-2026 school year. We are seeking teachers who are passionate and dedicated to bringing the curriculum to life for each student. We want our teachers to be excited to create a positive classroom environment that prioritizes student learning and social-emotional development.
Be part of the difference at Columbus Arts & Technology Academy! Columbus Arts & Technology Academy (CATA) is a public charter school serving East Columbus K-12 students with a well-rounded, college-prep education enriched with technology and arts instruction. The school is known for its nurturing teachers and staff and wide variety of educational opportunities including College Credit Plus and Career Technical Education. Columbus Arts & Technology Academy is part of ACCEL Schools, an established network of public charter schools serving K-12 students throughout the United States since 2014.
About the Opportunity:
Responsibilities of the Teacher include to-
Prepare and deliver lesson plans with the ability to modify accordingly during the school year
Differentiate instruction to meet the needs of all students
Maintain accurate and complete records of students' progress and development
Utilize research-based best practices in daily planning and classroom instruction
Manage student behavior in the classroom
Create a positive classroom environment for students to learn in
Utilize school approved curricula that reflects the diverse educational, cultural, and linguistic backgrounds of the students
Implement school-wide culture expectations and norms
Communicate and meet with families regarding the academic and social-emotional growth of their child
Incorporate technology skills into daily classroom practice to support learning
Participate in the planning and implementation of non-instructional activities, as needed
Collaborate and communicate effectively with colleagues
Perform other duties as assigned
About You:
Active and current state of Ohio teaching license in appropriate content area
Bachelor's degree in education or related field
High level of comfort working in a growth-focused coaching environment based on frequent observations, debriefs, action planning, and progress monitoring
Excellent written and verbal communication skills
Ability to properly manage confidential information
Able to supervise students of various ages in different school settings (playground, cafeteria, etc.)
Ability to pass federal and state criminal background checks
Experience working within an urban environment
About Us
"We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances." - Ron Packard, CEO & Founder
ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities.
We offer the following benefits:
Compensation
The salary range for this position is $41,500-51,000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.
Life benefits - time & peace of mind
Paid time off
Retirement contributions
Optional Basic Life and AD&D insurance
Voluntary life insurance (employee, spouse, child)
Discounted childcare at Early Learning Academies locations
Health benefits - stay well & thrive
Medical, dental, and vision insurance
Employee Assistance Program
Voluntary short-term disability insurance
Voluntary long-term disability insurance
Career benefits - keep growing
Career advancement opportunities throughout Accel Schools and our strong network of 4,000+ instructors and education professionals
EQUAL EMPLOYMENT OPPORTUNITY
It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists.
$41.5k-51k yearly 3d ago
Sales and Service Associate
24 Hour Fitness USA, Inc. 4.7
Los Angeles, CA job
Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members Sales, Associate, Service, Fitness, Retail, Manufacturing
$138k-175k yearly est. 1d ago
Client Support Associate - Charlotte
Ameriprise Financial, Inc. 4.5
Charlotte, NC job
Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients. First call resolution, setting up a Client Support, Relationship Manager, Associate, Client Relations, Financial Planning, Support, Business Services
A leading financial institution is seeking a Managing Director for the Venture Capital Relationship Team in San Francisco. The role requires extensive experience in relationship management within the life sciences and venture capital sectors. Responsibilities include deepening relationships with technology venture firms and managing the client experience for portfolio companies. The ideal candidate will have a proven track record of influencing senior stakeholders and knowledge across banking products.
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$165k-257k yearly est. 1d ago
3rd Grade Teacher
Accel Schools 4.5
Riverside, CA job
About the Team ACCEL Schools is hiring a highly qualified 3rd Grade Teacher at Riverside Academy in Cincinnati, Ohio dedicated to providing a superior education for all students for the upcoming 2025-2026 school year. We are seeking teachers who are passionate and dedicated to bringing the curriculum to life for each student. We want our teachers to be excited to create a positive classroom environment that prioritizes student learning and social-emotional development.
Be part of the difference at Riverside Academy! Located near the Ohio River and Embshoff Woods Nature Preserve, Riverside Academy has served the westside community of Cincinnati since 2003. The public charter school offers EK-8th grade students a well-rounded, college-prep education featuring a hands-on, social-emotional learning approach. Known for its close-knit learning environment and nurturing teachers and staff, Riverside fosters strong partnerships within the community. Riverside Academy is part of ACCEL Schools, an established network of public charter schools serving K-12 students throughout the United States since 2014.
About the Opportunity:
Responsibilities of the Teacher include to-
Prepare and deliver lesson plans with the ability to modify accordingly during the school year
Differentiate instruction to meet the needs of all students
Maintain accurate and complete records of students' progress and development
Utilize research-based best practices in daily planning and classroom instruction
Manage student behavior in the classroom
Create a positive classroom environment for students to learn in
Utilize school approved curricula that reflects the diverse educational, cultural, and linguistic backgrounds of the students
Implement school-wide culture expectations and norms
Communicate and meet with families regarding the academic and social-emotional growth of their child
Incorporate technology skills into daily classroom practice to support learning
Participate in the planning and implementation of non-instructional activities, as needed
Collaborate and communicate effectively with colleagues
Perform other duties as assigned
About You:
Active and current state of Ohio teaching license in appropriate content area
Bachelor's degree in education or related field
High level of comfort working in a growth-focused coaching environment based on frequent observations, debriefs, action planning, and progress monitoring
Excellent written and verbal communication skills
Ability to properly manage confidential information
Able to supervise students of various ages in different school settings (playground, cafeteria, etc.)
Ability to pass federal and state criminal background checks
Experience working within an urban environment
About Us
"We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances." - Ron Packard, CEO & Founder
ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities.
We offer the following benefits:
Compensation
The salary range for this position is $44,500-54,000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.
Life benefits - time & peace of mind
Paid time off
Retirement contributions
Optional Basic Life and AD&D insurance
Voluntary life insurance (employee, spouse, child)
Discounted childcare at Early Learning Academies locations
Health benefits - stay well & thrive
Medical, dental, and vision insurance
Employee Assistance Program
Voluntary short-term disability insurance
Voluntary long-term disability insurance
Career benefits - keep growing
Career advancement opportunities throughout Accel Schools and our strong network of 4,000+ instructors and education professionals
EQUAL EMPLOYMENT OPPORTUNITY
It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists.
#INDELM
$44.5k-54k yearly 3d ago
Events Manager
Norwest Venture 3.3
San Francisco, CA job
Managing pricing and rebates shouldn't be a hassle. Enable's intelligent platform is built for the speed of today's market, eliminating disconnects between pricing strategy and rebate execution. We help companies to increase profitability and simplify the complex with accurate, AI-powered insights, real-time performance monitoring, agreement optimization, and simplified rebate management.
After securing $291M in Series A-D funding and acquiring Flintfox in 2025, Enable is positioned for continued, significant growth. Since the launch of our flagship product in 2016, we have been rapidly scaling our client base, product offerings, and built a team of top-tier professionals committed to reshaping the industry.
Want a glimpse into life at Enable? Visit our Life at Enable page to learn how you can be part of our journey.
We're looking for an Events Manager to define, execute, and scale our enterprise events program. In this hands‑on role, you'll work closely with Enterprise Sales, Marketing, and Customer teams to deliver high‑impact, high‑touch events that support complex buying journeys and long sales cycles.
Own the strategy and execution of enterprise-focused events-including executive experiences, field events, conferences, and partner events-and collaborate cross‑functionally to deliver thoughtful, well‑executed experiences that build relationships and drive meaningful engagement.
Duties and Responsibilities
Plan and execute end‑to‑end enterprise events, from concept and strategy through on‑site delivery and post‑event follow‑up
Partner closely with Enterprise Sales to align events with account‑based strategies and regional go‑to‑market priorities
Deliver executive‑level events such as dinners, roundtables, and customer experiences designed for senior stakeholders
Manage all event logistics, including venues, vendors, timelines, budgets, and on‑site execution
Source, negotiate, and manage external vendors, venues, agencies, and event technology partners
Collaborate with Brand, Product Marketing, Demand Gen, Customer Success, and Marketing Operations teams
Ensure seamless on‑site experiences through detailed planning and contingency management
Track and report on event performance, engagement, and impact to continuously improve the program
Knowledge, Skills, and Abilities
Strong project management and organizational skills with exceptional attention to detail
Proven ability to negotiate with vendors and partners to deliver high‑quality events while driving budget efficiency
Deep understanding of enterprise sales motions and account‑based marketing strategies
Ability to manage multiple events simultaneously in a fast‑paced, hypergrowth environment
Excellent communication and stakeholder management skills
Confident decision‑maker with strong problem‑solving abilities, especially in live event settings
Required Education and Experience
Bachelor's degree in marketing, Communications, Business, or a related field
5+ years of experience managing B2B events, ideally within enterprise SaaS or high‑growth technology companies
Proven experience delivering events that support long sales cycles and complex buying committees
Experience working cross‑functionally with Sales and senior stakeholders
Preferred Education and Experience
Experience delivering executive‑level or C‑suite events
Experience supporting global or regional enterprise sales teams
Familiarity with CRM and marketing automation platforms such as Salesforce
Travel
40% - 50%
Total Rewards
At Enable, we're committed to your professional growth. During the interview process, we will explore your experience, expertise, and role scope. Starting pay is determined by factors like location, skills, experience, market conditions, and internal parity.
Salary/Total Cash Compensation (TCC) is just one component of Enable's Total Rewards package. Enable is committed to investing in the holistic health and wellbeing of all Enablees and their families. Our benefits and perks include, but are not limited to:
Unlimited Paid Time Off: Flexible PTO policy based on trust, balancing personal time and business needs
Wellness Benefit: Quarterly incentive dedicated to improving your health and well‑being
Comprehensive Insurance: Health and life coverage for you and your family
Lucrative Bonus Plan: Enjoy a rewarding bonus structure subject to company or individual performance
Equity Program: Benefit from our equity program with additional options tied to tenure and performance
Career Growth: Explore new opportunities with our internal mobility program
Learning & Development: Access a range of workshops and courses designed to boost your professional growth and take your career to new heights
According to LinkedIn's Gender Insights Report, women apply for 20% fewer jobs than men, despite similar job search behaviors. At Enable, we're committed to closing this gap by encouraging women and underrepresented groups to apply, even if they don't meet all qualifications.
Enable is an equal opportunity employer, fostering an inclusive, accessible workplace that values diversity. We provide fair, discrimination‑free employment, ensuring a harassment‑free environment with equitable treatment.
We welcome applications from all backgrounds. If you need reasonable adjustments during recruitment or in the role, please let us know. Enable International participates in the E‑Verify program in certain locations, as required by law. Learn more about E‑Verify and your Right to Work.
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$92k-123k yearly est. 1d ago
Accounts Payable Specialist
Mai Wealth Management, Inc. 4.1
Mai Wealth Management, Inc. job in Independence, OH
GENERAL JOB DESCRIPTION
The Accounts Payable Specialist will help support the Corporate Accounting group by performing primarily accounts payable functions the Firm.
MAJOR DUTIES AND RESPONSIBILITIES
Responsible for completing timely and accurate accounts payable tasks in support of the company's financial operations.
Responsible for receiving, timely processing, and verifying vendor invoices.
Classifying, recording and maintaining data (e.g., vendor information, vendor invoices and payments) within the Firm's ERP system
Communicate internally with various departments within MAI, along with external vendors regarding invoices/payments.
Establish and maintain relationships with vendors' accounts receivable teams.
Continued focus on digital payment methods for invoices and reducing the need to send paper checks.
Timely investigation and resolution of duplicate invoices, unapplied payments, discrepancies, etc.
Process outgoing payments in compliance with financials policies and procedures
Assist with month-end/year-end closing activities.
Additional assignments as needed.
EXPERIENCE/CREDENTIALS
Bachelor's degree in Accounting and/or equivalent experience
1-2 years of experience and knowledge of accounts payable and general accounting preferred
Working knowledge of accounts payable systems and databases
Experience analyzing data and summarizing findings.
Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint
COMPETENCIES
Strong organizational, verbal, and written communications skills with a demonstrated commitment to teamwork and partnerships.
Strong attention to detail and accuracy
Ability to manage multiple tasks while still maintaining flexibility to meet team and Firm needs.
Ability to think in complex and ever-changing situations.
Thrives in a fast-paced and dynamic team-based, collaborative environment.
Maintains absolute confidentiality of all financial information and safeguards firm data; maintains high ethical standard in all practices.
Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity
FEATURED BENEFITS:
Discretionary Bonus
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement
Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team!
An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations.
Position hours vary between:
* 8:30 am - 5:30 pm Monday through Friday
* 8:30 am - 2:30 pm Saturday
This opportunity is ideal if you are:
Excited about providing amazing service to our members and the community.
Looking for a position that will establish and grow your career.
Interested in learning how to open financial memberships and assist with loan requests.
Passionate about financial education and finding solutions.
Essential Functions and Responsibilities
Personally, provides exceptional member service; uses Service Standards in every work-related interaction.
Actively participates in meeting the goals of the department and the Credit Union.
Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service.
Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously.
Service
Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc.
Assists with member research and problem resolution.
Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines.
Works within given limits and authority; proactively seeks supervisory assistance as needed.
Promotes credit union products and services and actively refers members to credit union partners as appropriate.
Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization.
Is courageous and willing to make decisions that result in positive member outcomes.
Development
Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development.
Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives.
Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships.
Suggests and participates in credit union community service opportunities and events.
Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility.
Regular and predictable attendance and punctuality.
Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union.
No aggressive sales goals - our focus is serving Members.
Benefits Include: (not a complete list)
Wellbeing
Weekly pay
401K Retirement Savings Plan with company match
Paid time off accrual begins upon hire
Paid sick leave
Company-provided life insurance at up to twice your annual salary
Financial Education Programs
DoorDash DashPass
Health
Medical, Dental, and Vision Insurance for part-time and full-time employees
Modern Health
Care.com subscription
Teladoc
Pet Insurance
Career Development
* Career development opportunities
* Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program.
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.
Pay range:
Minimum: $22.32/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
$22.3-32.1 hourly 1d ago
Senior Manager, InfoSec GRC
P2P 3.2
San Francisco, CA job
At Ripple, we're building a world where value moves like information does today. It's big, it's bold, and we're already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs.
If you're ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value.
WHAT YOU'LL DO:
Regulatory Engagement and Leadership: You will be a key point of contact for all information security matters related to the bank license application. You'll represent the InfoSec GRC team by actively engaging with and providing mentorship to regulators like the OCC and NYDFS.
Technical GRC and Risk Management: You will lead risk assessment processes and identify, assess, and prioritize information security risks across the organization. You'll have hands‑on experience pulling technical evidence, such as logs, configuration screenshots, and audit reports, to validate the efficiency of our security controls.
Compliance and Audits: You will maintain compliance with frameworks like FFIEC, SOX, NYDFS, MAS, DORA, and SOC 2. You will represent technical control operations during internal and external audits, including MAS financial audits and SOX/SOC1 audits, demonstrating a strong solid understanding of our infrastructure, applications, and security processes.
Program Leadership: You will lead end‑to‑end GRC projects, establishing clear metrics and achievements. You will also develop and maintain dashboards to provide insight into compliance status, risk posture, and program efficiency.
Crypto‑Specific Expertise: You will provide technical mentorship on compliance related to stablecoin reserves and financial reporting, including preparing for the required attestation reports to meet regulatory requirements from agencies like the NYDFS.
WHAT YOU'LL BRING:
A Bachelor's Degree in a relevant field or equivalent professional experience.
10+ years of experience in information security risk management and compliance within a highly regulated industry, with a strong background in the financial services or banking sector.
A solid foundation in a hands‑on technical information security role, with experience in areas like security operations or security architecture.
Proven experience with U.S. regulatory frameworks like FFIEC and NYDFS, and a track record of directly working with financial regulators.
Proficiency with common information security frameworks, including SOX, SOC1, ISO 27001, SOC 2, MAS, and DORA.
Direct experience with charter banking or in a similar leadership role at a regulated financial institution or a digital asset company.
Experience with crypto or blockchain technology, particularly in a highly regulated environment, including familiarity with stablecoin reserves and financial reporting requirements.
Hands‑on experience assessing and managing security risks in public cloud environments (preferably AWS) and a strong understanding of their security implications.
Proven ability to create clear, audience‑tailored technical documentation.
Relevant certifications such as CISSP, CISA, or AWS Certified Security are highly desirable.
For positions that will be based in NY, the annual salary range for this position is below. Actual salaries may vary based on numerous factors including, among other things, an individual applicant's experience and qualifications for the position. This range does not include equity or additional compensation, such as bonuses or commissions.
NY Annual Base Salary Range
$196,000 - $245,000 USD
WHO WE ARE: Do Your Best Work
The opportunity to build in a fast‑paced start‑up environment with experienced industry leaders
A learning environment where you can dive deep into the latest technologies and make an impact. A professional development budget to support other modes of learning.
Thrive in an environment where no matter what race, ethnicity, gender, origin, or culture they identify with, every employee is a respected, valued, and empowered part of the team.
In‑office collaboration for moments that matter is important to our culture, and we give managers and teams the flexibility to decide which 10+ days a month they come in.
Bi‑weekly all‑company meeting - business updates and ask me anything style discussion with our Leadership Team
We come together for moments that matter which include team offsites, team bonding activities, happy hours and more!
Take Control of Your Finances
Competitive salary, bonuses, and equity
Competitive benefits that cover physical and mental healthcare, retirement, family forming, and family support
Employee giving match
Mobile phone stipend
Take Care of Yourself
R&R days so you can rest and recharge
Generous wellness reimbursement and weekly onsite & virtual programming
Generous vacation policy - work with your manager to take time off when you need it
Industry‑leading parental leave policies. Family planning benefits.
Catered lunches, fully‑stocked kitchens with premium snacks/beverages, and plenty of fun events
Benefits listed above are for full‑time employees.
Ripple is an Equal Opportunity Employer. We're committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.
Please find our UK/EU Applicant Privacy Notice and our California Applicant Privacy Notice for reference.
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$196k-245k yearly 4d ago
Technology Industry Banker - Growth & Innovation Lead
Jpmorgan Chase & Co 4.8
San Francisco, CA job
A leading financial institution in San Francisco seeks a Technology Associate Banker. The role involves building and managing client relationships, developing new business opportunities, and championing a culture of innovation. Candidates must have at least 3 years of experience in commercial banking and possess strong sales management skills. This position requires an understanding of banking products, excellent interpersonal skills, and the ability to work in a team, making it suitable for proactive individuals passionate about the innovation economy.
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A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings.
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$200k-300k yearly 4d ago
Long Term Substitute Teacher, Science
Academy of Our Lady of Peace 3.4
San Diego, CA job
Term: February 2, 2026 - May 26, 2026 The Academy of Our Lady of Peace (OLP) seeks a long-term, substitute, on-site, Science Teacher who wants to make a positive impact on the lives of young women by upholding and communicating the school mission, philosophy, and core values while modeling behavior that inspires academic excellence and an enthusiasm for learning in a culture that fosters support for one another. The Teacher will help students learn and grow to become young women of heart, faith, courage, and excellence in the spirit of our sponsoring religious order, the Sisters of St. Joseph of Carondelet.
Educators applying should have experience with teaching high school Science courses. Desirable skill sets include being well-versed in various forms and uses of technology including the use of Google for Education tools, Learning Management Systems (LMS), Student Information Systems (SIS), and emerging learning technologies. Applicants must show a willingness to include and support diverse student learners; teach curriculum aligned with our OLP mission, and to work with fellow Science Teachers closely both in Professional Learning Communities (PLCs) and as a Departmental team.
Essential Functions:
Utilize a variety of instructional strategies tailored to girls' education and inclusive of technology, hands-on activities, checks for understanding, partner/ small group collaboration, and connections to real world experiences and careers.
Work positively and collaboratively with school personnel from multiple departments and community members.
Develop curriculum and instructional approaches for high school Science classes. The Teacher will work with a mentor, the Department Chairperson, the Assistant Principal of Curriculum and Instruction, and the Assistant Head of School to create a safe, positive, and growth-focused learning environment.
Communicate professionally and effectively, both orally and in writing, to students, parents, guardian
Requirements / Qualifications
Comments and Other Information
*OLP will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if OLP is concerned about a conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting calcivilrights.ca.gov/fair-chance-act/.
Federal or State Emergency Declarations:
The campus of 4860 Oregon St., San Diego CA 92116 is subject to shaking from earthquake activity and sits near a low flood zone. For more information visit the California Governor's Office of Emergency Services: ********************************
$50k-62k yearly est. 1d ago
Business Unit Manager
Steel Warehouse 4.5
Hickory, NC job
Be the Leader Who Builds It from the Ground Up! Business Unit Manager - Greenfield Manufacturing Facility | Hickory, North Carolina
Are you ready to build something extraordinary?
We're launching a brand-new, state-of-the-art manufacturing facility in Hickory, NC, and we're seeking a Operations Leader who's ready to lead from day one - shaping the operation, the culture, and the future success of our business.
This isn't just another management role - it's a career-defining opportunity to take ownership of a greenfield project, overseeing construction of the main plant, installation of a CTL line, and the creation of a world-class team focused on excellence in metals processing and fabrication.
About the Role
As the Business Operations Leader, you'll take full responsibility for the success of the business unit - leading operations, sales, profitability, and strategic growth. You'll drive performance across every area of the plant, from process optimization to customer satisfaction, all while fostering a culture of continuous improvement and accountability.
What You'll Do
Lead and oversee all daily operations to ensure alignment with company goals.
Drive growth through strategic pricing, strong customer relationships, and margin improvement.
Manage P&L and develop business strategies for sustainable profitability.
Partner with customers and suppliers to create mutually beneficial agreements.
Track and improve KPIs across safety, quality, efficiency, and cost.
Implement Lean and continuous improvement initiatives.
Guide product development and innovation to fuel long-term growth.
Build, mentor, and empower a high-performing cross-functional team.
What You Bring
Bachelor's degree in Business, Engineering, or related field.
5-7+ years of progressive leadership in manufacturing or industrial operations.
Proven P&L management experience and operational leadership success.
Background in metals, fabrication, or processing (strongly preferred).
Entrepreneurial mindset with a hands-on, customer-first approach.
Experience with ERP systems, Lean Manufacturing, or quality systems is a plus.
Strong communication, strategic thinking, and problem-solving skills.
Why You'll Love This Opportunity
Be part of a greenfield launch - build the plant, the processes, and the team from the ground up.
Lead with impact - make real decisions that shape the business's success.
Grow with us - we're investing in people, technology, and long-term excellence.
Competitive compensation, benefits, and the chance to define your legacy.
Travel up to 25% to connect with customers, suppliers, and company sites.
Join Us
If you're a bold, results-driven leader ready to build and lead a next-generation manufacturing operation, we want to hear from you.
Apply today and take the lead in bringing our new Hickory facility to life!
$79k-123k yearly est. 3d ago
Marketing Coordinator
Mai Wealth Management, Inc. 4.1
Mai Wealth Management, Inc. job in Independence, OH
GENERAL JOB DESCRIPTION
MAI is one of the largest and fastest-growing RIAs in the country, and we are expanding our marketing team to include a dynamic and detail-oriented Marketing Coordinator. This position will play a key role in supporting marketing strategies and processes across MAI's business serving Wealth Management, Ultra High Net Worth Individuals, Family Office, and Sports & Entertainment clients. The ideal candidate will be a proactive and resourceful problem-solver, detail-oriented, passionate about marketing, and highly organized.
DUTIES AND RESPONSIBILITIES
Support Marketing Directors by managing timelines, deliverables, and resources for marketing campaigns, events, and content, social, and other initiatives. Track progress, identify risks, and resolve issues to keep projects on schedule.
Coordinate the creation, review, distribution, and inventory maintenance of marketing materials, newsletters, webinars, podcasts, and social media posts.
Identify opportunities to streamline workflows and improve project management processes.
Collaborate with internal team and stakeholders to create and maintain process documents for Marketing services made accessible to the firm in the Marketing Center on the intranet.
Assist with the creation and maintenance of employee biographies and headshots, and carry out the necessary steps to ensure bios and headshots are current and compliance approved.
Track content across MAI's website and on the CMS to ensure compliant and up-to-date.
Support the application process for industry awards and rankings, including gathering necessary data and documentation and ensure compliance requirements are followed.
Participate in the M&A lifecycle, from initial stages through close, on behalf of the Marketing department, including systematically tracking and optimizing process.
Coordinate the tracking and assignment of incoming requests to the Marketing department email inbox.
EXPERIENCE/CREDENTIALS
3+ years of experience in marketing, project management, or a similar role.
Bachelor's degree in Marketing or related field preferred.
Strong understanding of LinkedIn, Facebook, Instagram, YouTube, and X.
Proficiency with marketing technology platforms such as Hubspot/Pardot/Marketo, content management systems, such as Seismic, and CRMs, such as Salesforce.
Strong organizational and time management skills with the ability to multitask and meet deadlines.
Ability to work collaboratively and manage cross-functional projects.
Advanced proficiency in Microsoft PowerPoint, Microsoft Word, Microsoft Excel, and Microsoft Outlook. Excellent PowerPoint skills required.
COMPETENCIES
Exceptional written and verbal communication, proofreading, and presentation skills.
Ability to multi-task and adhere to tight deadlines in a fast paced, dynamic environment.
Passionate about clients and client service focused.
Eager to roll up sleeves and assist with various projects and tasks and willing to learn and grow
Organized, detail-oriented, able to multitask and prioritize requests for best execution to meet deadlines and to move projects forward.
Strong analytical skills to analyze metrics, able to interpret data/instructions and create reports.
Maintains absolute confidentiality of client information and safeguards client, employee, and firm data; maintains high ethical standard in all practices.
Demonstrated professional and positive demeanor, superb work ethic, and high level of personal ethics and integrity.
Ability to troubleshoot technology issues.
Motivated to learn about all areas of the firm as part of a growing and fast-paced team.
FEATURED BENEFITS:
Discretionary Bonus
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement
$35k-52k yearly est. 13d ago
Senior Forecast, Planning & Analysis Analyst
Mai Wealth Management, Inc. 4.1
Mai Wealth Management, Inc. job in Independence, OH
GENERAL JOB DESCRIPTION
The Sr. Forecast, Planning & Analysis Analyst is responsible for forecasting, management reporting, and business unit financial analysis in partnership with the Forecast, Planning and Analysis Manager. In this role, the Sr. Forecast, Planning & Analysis Analyst designs, develops, and produces financial forecasts and analysis and ensures the integrity of the data to help our businesses and their leaders make informed decisions and drive performance as well as assist in cross-functional activities. They also are responsible for collecting, processing, and analyzing financial information utilized by stakeholders to design and implement business strategy.
This position is on sight in Independence, OH.
MAJOR DUTIES AND RESPONSIBILITIES
Gain a strong understanding of MAI financials and metrics and drivers of revenue and profitability by market, client, product/service, etc.
Develops accurate and credible financial forecasts that are actionable and support business strategy.
Prepare budgets and forecasts, variance analyses, long-term planning, risk/opportunity assessments, and periodic/ad hoc reporting.
Proactively identifies and escalates risk/opportunities to plan; assists business unit and regional leaders in identifying tactics to close plan gaps or realize opportunities, aligned to critical business drivers/measures.
Interfaces with business executives to develop understanding of and offer solutions for critical business issues and can be viewed as a trusted business partner.
Develops and revises revenue and profit-based financial/economic forecast models to drive effective short-term and long-term decisions as needed.
Analyzes records of past and present operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
Evaluates and analyzes relationship manager related data, including client segmentation and profitability, profile of new and existing customers, pipeline activity and conversion.
Develops business cases for strategic investments (i.e. new strategic partnerships or adds to staff); tracks performance vs value attainment targets.
Monitors financial status by tracking actual results against plans and forecasts; identifies trends.
Assembles and summarizes data for executive level review, prepares reports, presents data driven analysis and recommendations; ensures data accuracy and integrity.
Provides monthly/quarterly reporting analyzing financial results and performance to plan.
Clearly communicates conclusions, analytical findings, and value-added information to internal stakeholders.
Participates in studies, analyses, and recommendations, including budgets, forecasts, financial plans, regulatory requirements, statistical reports, and business forecasts.
Identifies opportunities to improve internal team processes.
Stays abreast of industry trends and assists in developing meaningful benchmarking analysis.
Participate in special projects and studies, and other ad hoc analyses as requested.
EXPERIENCE/CREDENTIALS
Bachelor's degree in finance, Accounting, Economics, or related field.
4 - 6 years analytical experience in a Finance or related business role; Financial Services industry experience a plus.
3+ years' experience working with financial management, enterprise resource planning, and reporting systems and tools (Hyperion, Essbase, SAP, Microsoft Dynamics, NetSuite, etc.).
3+ years' experience in budget preparation and administration; strong financial and/or accounting acumen.
Strong analytical and problem-solving skills; proficient in financial modeling and statistical analysis.
Knowledge of complex and diverse financial policies, practices, and procedures, including GAAP.
Experience preparing executive and board level presentations.
Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint, Access (or similar database application).
MBA, CPA, or CFA a plus.
COMPETENCIES
Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts, especially under pressure.
Drives continuous improvement of processes, and coaches and mentors' others as needed to build skills, improve efficiencies, and increase team effectiveness.
Strong organizational, project management, and interpersonal skills with a demonstrated commitment to teamwork and partnerships.
Excellent oral and written communication skills.
Excellent ability to handle critical internal relationships within the firm, including with other departments and employees of all levels, up to and including the Management team.
Strong strategic thinking, problem solving, and analytical skills; able to clearly define a problem, synthesize data to derive fact-based insights, and provide actionable recommendations.
Able to meet deadlines, while still maintaining flexibility to prioritize and execute to meet firm needs.
Maintains absolute confidentiality of all financial information and safeguards firm data; maintains high ethical standards in all practices.
Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.
FEATURED BENEFITS:
Discretionary Bonus
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement
Zippia gives an in-depth look into the details of MAI Capital Management, including salaries, political affiliations, employee data, and more, in order to inform job seekers about MAI Capital Management. The employee data is based on information from people who have self-reported their past or current employments at MAI Capital Management. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by MAI Capital Management. The data presented on this page does not represent the view of MAI Capital Management and its employees or that of Zippia.
MAI Capital Management may also be known as or be related to MAI Capital Management and Mai Capital Management, Llc.