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Meketa Investment Group jobs in Carlsbad, CA - 15500 jobs

  • Performance Analyst

    Meketa Investment Group 4.0company rating

    Meketa Investment Group job in Carlsbad, CA

    The Performance Analyst role is an entry-level role, with about 0-2 years of previous experience post-bachelor's degree. They collect and synthesize data to calculate client investment performance, risk statistics, and portfolio exposure over time. The PA plays a supporting role to Consultants and Investment Analysts in servicing the firm's institutional clients (e.g., pension funds and endowments.) Over the course of their work, PAs learn a great deal about the investment consulting process, from portfolio asset allocation to investment manager selection and monitoring. We encourage employees to continue to grow their economic and investment knowledge by enrolling in the CIPM, CFA, or CAIA programs. Responsibilities: * Independently gather, prioritize, and verify financial data related to client accounts and investment managers and strategies * Monitor market trends and monthly performance results for all asset classes * Maintain and update regularly databases of investment information * Calculate and verify client-related investment data and statistics * Produce client-ready data for quarterly and monthly reviews, including reviewing data for accuracy and reasonableness * Collaborate on the development of internal indices and analytical tools * Work with Investment Analysts and Consultants with special projects as needed * Fulfill any and all other duties deemed vital by management Position Qualifications: * Bachelor's Degree in Accounting, Math, or Finance preferred * Familiarity with accounting, financial and/or statistical concepts * Facility with spreadsheet programs and word processing software About Meketa Investment Group Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation's largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 250 employees among our six U.S. office locations and London. Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education. Meketa is an Equal Employment Opportunity and Affirmative Action Employer. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.
    $78k-103k yearly est. 19d ago
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  • Financial Advisor

    Edward Jones 4.5company rating

    Camarillo, CA job

    This job posting is anticipated to remain open for 30 days, from 22-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 4d ago
  • Director, Architecture

    Fidelity Investments 4.6company rating

    Boston, MA job

    At Fidelity Brokerage, we are seeking an accomplished Cybersecurity Solutions Architect to support the Brokerage Solution Architecture team in defining secure, end-to-end technology strategy for the retail brokerage customer experience. In this role, you will lead efforts to continuously improve the cybersecurity posture and practices within the Brokerage technology Architecture and Engineering organizations in collaboration with Enterprise cybersecurity efforts. The Expertise You Have An ideal candidate will have a solid cybersecurity background and proven experience building secure, scalable systems within FinTech. The ideal candidate will also have an effective combination of interpersonal and technical skills enabling them to work effectively within large organizations, building relationships and collaborating with architecture, product owners, engineering, QA, and customers to bring new experiences and capabilities to market. The Skills You Bring 7+ years of experience in cybersecurity engineering, developing cybersecurity programs, policies, and guidelines, and implementing mitigating controls within large-scale infrastructure portfolios Proficient in Cloud Architectures, services, and patterns 7+ years of experience in software engineering delivering web and/or desktop applications Experience with DevSecOps and authoring CI/CD automation Deep understanding of well-architected framework implementation: Operational Excellence, Security, Reliability, Performance Efficiency, and Cost optimization Proven leadership in Zero Trust architecture for hybrid and multi-cloud environments Familiarity with secrets management and certificate lifecycle automation Relevant certifications - CISSP, CCSP, ITIL, or equivalent Solid understanding of cryptography controls and enterprise PKI operations Practical use of Infrastructure as Code for secure repeatable builds The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $126k-255k yearly 2d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Santa Maria, CA job

    This job posting is anticipated to remain open for 30 days, from 22-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 4d ago
  • Executive Assistant

    Workers Credit Union 3.8company rating

    Littleton, MA job

    Job Title: Executive Assistant Department: Executive Department Department Location: Littleton, MA Reports to: Chief of Staff Career Stream: Individual Contributor Classification: Hybrid FUNCTION: The Executive Assistant (EA) provides high-level administrative and operational support to the Chief of Staff, the broader C-suite, and other senior leaders ensuring seamless communication, operational efficiency, and proactive support across the executive leadership team. This dynamic role requires a proactive, detail-oriented individual with exceptional organizational, problem-solving, and communication skills. The EA will manage complex calendars, coordinate meetings and travel, support board-related activities, and contribute to the planning of small-scale events. As a strategic and trusted partner, the EA must anticipate needs, think critically, and operate with a high level of professionalism, discretion, and confidentiality in a fast-paced, high-impact environment. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: Administrative Support: Manage and prioritize calendars for the CEO, Chief of Staff, and other C-suite executives, including scheduling meetings and resolving conflicts. Draft, proofread, and edit emails, reports, presentations, and other communications on behalf of executive leadership. Coordinate domestic travel arrangements, including flights, accommodations, and itineraries for the executive team. Monitor and organize executive email inboxes, draft responses, and ensure timely follow-up. Prepare briefing materials and meeting documents for executive engagements. Reconcile and submit expense reports for the CEO, Chief of Staff, and other C-suite members. Support cross-functional communication and alignment between executive leadership and internal stakeholders. Contribute to department and organizational initiatives as needed, demonstrating flexibility and a solutions-oriented mindset. Board Liaison Support Assist in coordinating logistics for Board and Committee meetings, including scheduling, agenda preparation, and meeting space arrangements. Support the development and distribution of Board materials, including presentations and reports. Serve as a point of contact for Board members regarding scheduling and communications. Liaise with external consultants supporting Board development and effectiveness. Maintain a high level of professionalism and confidentiality in all interactions with Board members and external stakeholders. Meeting and Event Coordination and Support Plan and coordinate small-scale meetings and events, such as board meetings, meetings with consultants/vendors, and team gatherings. Manage virtual and in-person meeting logistics, including scheduling, developing agendas, capturing meeting minutes, tracking attendance, reserving meeting spaces, A/V setup, catering, and guest access. Document detailed meeting minutes for substance and dissemination, accurately capturing decisions and actions. Coordinate with vendors, suppliers, and other stakeholders to ensure successful event execution. Office Management Oversee office supplies and equipment, ensuring a well-stocked and functional workspace. Maintain filing systems (digital and physical) for executive documents, contracts, and confidential materials. Assist with onboarding new employees and maintaining office policies and procedures. Serve as a point of contact for internal and external visitors to the executive suite, ensuring a welcoming and secure experience. Support other administrative tasks as needed to ensure the smooth operation of the office. Qualifications: Proven experience as an Executive Assistant, Administrative Assistant, or similar role. Demonstrated experience coordinating high-level meetings and events, both virtual and in-person. Excellent organizational and time-management skills. Strong written and verbal communication skills. Proficiency in Microsoft Office Suite (Teams, Word, Excel, PowerPoint, Outlook). Ability to handle sensitive information with discretion and confidentiality. Capacity to work independently, anticipate needs, and solve problems proactively. Preferred Attributes High emotional intelligence and interpersonal skills. Ability to synthesize complex information and communicate clearly. Professional demeanor with tact and diplomacy. Experience supporting board-level activities is a plus. Comfort working across multiple executives and adapting to different working styles. About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members . We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future! Benefits: Comprehensive medical, dental and vision plans Basic life and AD&D insurance, short-term disability and long-term disability 15+ days of paid time off (PTO) per year Up to 16 hours of volunteer time off (VTO) per year 11+ paid holidays 401(k) that includes a Safe Harbor Match of up to 4%. Tuition Reimbursement Program Mental health resources including an Employee Assistance Program (EAP) Individualized learning and development programs EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
    $45k-53k yearly est. 5d ago
  • Associate General Counsel

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA job

    The Associate General Counsel is an important position within the Legal Division of the Massachusetts Gaming Commission. This position serves the Commission as a member of the agency's legal department under the supervision of the Deputy Chief General Counsel. The role calls for providing legal advice and strategy on a wide variety of matters pertaining to the regulatory oversight of casino gaming, sports wagering, horse racing, and other matters under the Commission's purview. Duties and Responsibilities Draft, amend, and interpret agency regulations, rules, and policies. Interpret and assist with compliance with respect to statutes and regulations related to agency affairs including the open meeting law and the public records law. Advises the Commission and agency staff on matters related to G.L. c. 23K (gaming), G.L. c. 23N (sports wagering), G.L. c. 128A (racing), G.L. c. 128C (simulcasting), 205 CMR, emerging areas of law under the Commission's regulatory authority, and the Commission's Enhanced Code of Ethics. Communicates effectively with Commissioners and agency staff and engages in outward-facing communications with other government agencies, licensees, vendors, and members of the public. Draft, negotiate, and review contracts, MOUs, grants, and similar agreements. Perform oversight and coordination of litigation against the agency. Represent the Commission in hearings and appeals before the Commission's hearing officers or the full Commission. Perform any associated administrative work. Qualifications Demonstrated capacity for sound legal analysis, legal reasoning, problem solving, and legal research and writing skills. Experience with administrative law, government/legislative affairs, and/or litigation. Even temperament, principled judgment, and a positive outlook. Strong oral and written communication skills. Experience with Relativity eDiscovery platform a plus. Education and Experience A Juris Doctor Degree from an accredited law school and a current license to practice law in Massachusetts. At least 4 years of experience working in a law firm, corporate in‑house legal department, governmental agency, or similar setting. Job Information Title: Associate General Counsel, MGC Agency: Massachusetts Gaming Commission Primary Location: Not specified Schedule: Full‑time Shift: Day Number of Openings: 1 Salary: 74,818.17 - 109,718.05 Yearly Potentially Eligible for a Hybrid Work Schedule: Yes Bargaining Unit: 000-Unclassified Equal Opportunity Statement It is the policy of the Massachusetts Gaming Commission and the Commonwealth of Massachusetts to afford equal employment opportunities to all qualified individuals, without regard to their race, color, ancestry, religion, sex, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, gender identity or expression, or any other characteristic or status that is protected by federal, state, or local law. #J-18808-Ljbffr
    $107k-163k yearly est. 1d ago
  • BD & Investment Manager, AI + Game Tech

    Tencent 4.5company rating

    Fremont, CA job

    About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market. What the Role Entails Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. As a Strategic BD and Investment Manager, you will: Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships; Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players. Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment; Work directly with senior management across global AI and games markets. Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks. You will be responsible for supporting decision-makings for executives and leaders of business groups. Provide game changing strategy and inspire out-of-the-box thinking to senior leader. Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan. Who We Look For: Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus. Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming). Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI. Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams. Effective team players with excellent communication and interpersonal skills. Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages. Location State(s) US-California-Palo Alto The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
    $100.3k-233.2k yearly 2d ago
  • Payroll Specialist

    BBSI 3.6company rating

    Petaluma, CA job

    The BBSI Payroll Specialist position is a key member of the business unit team that consults on a broad range of organizational and management areas. The primary objective of the Payroll Specialist is to process perfect and timely payrolls for around 60-80 clients with a variety of pay periods, pay cycles, and payroll complexities. Additionally, the Payroll Specialist will work closely with clients to understand their payroll and accounting systems and processes to help identify and recommend process improvements. The successful candidate must demonstrate strong business acumen and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver value to our clients and internal teams. This position reports to the Area Manager and works in partnership with other positions within the business unit, branch and corporate office. Duties and Responsibilities Run high volume perfect and timely on- and off-cycle payrolls (800+ employees) for multiple client companies Become an expert in new client onboarding, BBSI payroll, CRM (Salesforce), timekeeping and HRIS systems. Identify systems options to achieve better results for clients and BU members Perform on-site client payroll training, HRP web training and use of all feature functionalities relevant to client Become subject matter expert on client data including turnover, ongoing or seasonal headcount fluctuations, time & attendance, building payroll bridges, import & export requirements, prevailing wages, job costing, certified payroll, standard & custom reporting requirements of client companies Desired Skills and Experience Minimum 5 years of payroll experience - ideally in a multi-client, fast-paced, demanding environment Strong client service orientation and superb customer service skills Demonstrated experience in process improvement and streamlining - within prior role or department Experience as a bookkeeper or accountant desirable Must be self-driven to succeed and help drive success for our business owners Knowledge of wage and hour laws and taxability of wages. Exposure to workers' compensation claims management helpful. Effective communicator with individuals at all levels within an organization Professional appearance and demeanor; excellent verbal and written communication skills Exceptional time management skills and ability to work collaboratively in a team setting, with minimal supervision Systems experience including proficiency in MS Office, particularly Outlook, Excel and Word. Experience in CRM, Citrix preferred, HRP software experience a big plus Associate's degree preferred; advanced degree is a plus CPP or FPC designation highly preferred MS Office experience Approximately 10% of time to be spent out of the office (local travel within 50 miles of office) for client visits and onsite training For Individuals with these requirements, this position offers at a minimum: The stability of working for a publicly traded, growth-oriented company Phenomenal work environment where we work hard, have fun, promote growth and development, and build great relationships with solid business professionals Opportunity to impact the success and growth of client companies and BBSI Knowledge that you are working for a results-oriented organization Experience interacting with professionals in multiple industries Salary and Other Compensation: The starting income range for this position is $28.00-$39.00 hourly. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate. This position is also eligible for incentive pay in accordance with the terms of the Company's plan. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program. Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually. Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit. If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices. Click here to review the BBSI Privacy Policy: *********************************** California applicants: to see how we protect your data, visit our website at: *********************************************************
    $28-39 hourly 2d ago
  • Sales Manager- Patek Philippe

    KLR Executive Search Group LLC 4.2company rating

    Boston, MA job

    About Long's Jewelers For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand. The Opportunity Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe. Key Responsibilities Represent Patek Philippe with professionalism, discretion, and integrity. Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience. Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture. Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact. Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team. Qualifications 5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred. A proven track record of building and sustaining long-term client relationships. Experience leading and developing high-performing sales teams in a luxury retail environment. Strong organizational, analytical, and communication skills. A passion for horology and an eagerness to represent one of the most respected names in the industry.
    $119k-177k yearly est. 14h ago
  • Senior Buyer

    KLR Executive Search Group LLC 4.2company rating

    Boston, MA job

    KLR Executive Search is proud to partner with Long's Jewelers, a family-owned and operated fine jeweler with seven locations throughout Massachusetts and New Hampshire. For more than a century, Long's has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. With a reputation built on trust, integrity, and multi-generational relationships, Long's is more than a retailer - it is a steward of celebrating life's most meaningful moments. The Long's boutique portfolio includes partnerships with the world's most prestigious brands, including Rolex and Patek Philippe. Long's is proud to offer clients access to some of the rarest and most coveted timepieces in the world, approaching every interaction with the belief that true luxury is about heritage, loyalty, and lasting connection. The Senior Watch Buyer will lead the strategy, planning, and execution of the luxury watch category. This role is responsible for building vendor partnerships, curating assortments, and driving profitability across multiple channels. In addition, the Senior Watch Buyer will lead the repair and service function, the Certified Pre-Owned (CPO) program, and provide oversight of the Rolex category, ensuring operational excellence and adherence to brand standards. This is a full-time position with a competitive compensation and benefits package. Occasional evenings, weekends, and travel are required. Key Responsibilities: Category & Vendor Management Build and foster relationships with luxury watch vendors. Develop product assortments that align with company strategy and client demand. Negotiate vendor agreements and allocations to support long-term growth. Forecast and manage sales, margin, and inventory plans across retail and e-commerce. Operational Oversight Supervise the repair and service department, ensuring efficiency and quality. Provide oversight of the Rolex business, maintaining compliance with brand standards. Collaborate with internal teams to ensure smooth execution of business strategies. Analysis & Reporting Prepare weekly and monthly business reviews with insights and recommendations. Monitor trends, pricing, and competition to inform strategic decisions. Partner with marketing on vendor-driven initiatives. Client & Market Focus Support client service through special order management and resolution of escalated issues. Regularly visit stores and shop competitors to stay attuned to market shifts. Contribute to a seamless luxury experience across all customer touchpoints. Job Qualifications: 3+ years of retail merchandising experience, preferably in luxury watches or jewelry. Demonstrated vendor management and assortment planning expertise. Strong analytical skills with proficiency in MS Office and advanced Excel. Supervisory or team leadership experience preferred. Excellent written and verbal communication skills.
    $85k-126k yearly est. 14h ago
  • Client Relationship Specialist - Carmel Valley, CA

    Charles Schwab 4.8company rating

    Carmel Valley Village, CA job

    Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $48k-60k yearly est. 2d ago
  • Client Business Partner

    BBSI 3.6company rating

    San Luis Obispo, CA job

    Everything we do at BBSI is in support of business owners. We facilitate conversations around a broad range of organizational areas that allow business owners to run their companies more effectively. With 69 branches across the country, our large footprint and decentralized structure allow us to offer our clients a high-touch, relationship-based experience. We stand shoulder-to-shoulder with them and enable them to view their businesses-and their roles as owners-differently. Every business owner is on a journey. BBSI is with them every step of the way. The Business Partner role provides leadership to our business-owner clients and our internal team of experts. This person must demonstrate strong business acumen, and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver results for our clients and internal teams. The BBSI Business Partner is responsible for leading a multi-million dollar business unit that consults on a broad range of organizational development and operational issues. The primary objective of the Business Partner is to lead a team of subject matter experts in delivery of high-impact solutions that grow revenue and profits for small to mid-size clients as well as partner with client business owners to accelerate growth, reduce loss, and build better companies. The Business Partner will collaborate with client companies to educate, advise, and influence them on matters involving, but not limited to, cultural development, change management, strategic planning, and growth strategy. This position is a full time, exempt position that reports to the Area Manager and works in partnership with other positions within the business unit and branch. Requirements 1. Ability to lead transformative projects with multiple clients across diverse industries 2. Define strategic vision and deliver solutions that competitively position companies for business challenges of both today and tomorrow 3. Prior P&L responsibility and accountability 4. Organization and team development 5. Ability to align culture, vision and strategy 6. Direct operations in organizational development experience 7. Consultative mindset with multiple clients/units experience 8. Proven track record in successfully leading high performance teams 9. Demonstrated proficiency in conducting root cause analysis and generating revenue 10. Ability to benchmark, analyze and deliver measurable results to the business owner 11. Ability to manage time and shifting priorities in a high volume, complex work environment 12. Ownership Mentality 13. Excellent communication skills with ability to write, develop and deliver successful presentations to all levels of an organization 14. Coaching, mentoring, and training experience required 15. Experienced networker - business development responsibility ideal 16. Bachelor's degree required; advanced degree desired 17. At least 10 years of related business experience 18. Six Sigma (Black or Green Belt) or equivalent certification beneficial 19. Roughly 80% of time spent with clients at their location - primarily local 20. Extensive knowledge of MS Office Salary and Other Compensation: The starting salary range for this position is $107,000-125,000 annually. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate. This position is also eligible for incentive pay in accordance with the terms of the Company's plan. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program. Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually. Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit. If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices. Click here to review the BBSI Privacy Policy: *********************************** “California applicants: to see how we protect your data, visit our website at ***********************************************************
    $107k-125k yearly 4d ago
  • Credit Analyst

    Royal Business Bank 4.1company rating

    Los Angeles, CA job

    Responsible for evaluating the creditworthiness of potential business loan applicants by thoroughly analyzing their financial statements, cash flow analysis, understanding the market conditions, evaluating the risk factors of the loan credit. This requires a keen eye for detail excellent analytical skills, and the ability to balance risk against profitability. The underwriter will work with the marketing officers to gather information, review financial documents and credit reports, and make recommendations for approval or rejection of applications while adhering to the bank policy and regulation. DUTIES Evaluate and assess risk factors for commercial loan applicants. Ensure compliance with underwriting polices and procedures. Prepare CCR/CCM/Memo for new, renewal, modification and extension. Make recommendations for approval from the Credit Officer, Chief Credit Officer, and CEO, and may require presenting at loan committee base on the bank's lending authority level approval limit. Process all new commercial loan applications, gather and review borrower's submitted financials and documents. For real estate transactions, review property operating statements, leases, rent rolls, real estate schedules to perform detailed cash flow analysis using Cash Flow Analysis templates and Sageworks System. Performs stress testing scenarios on all the floating interest rate. For C&I transactions, review cash flow cycles, conduct sensitivity analysis, evaluate Borrower's cash flow and their ability to provide adequate debt coverage for the proposed transactions, as well as determine cushions of protections. Analyze the industry outlook and risk assessment. Complete risk ratings as mean to proactively mitigate potential risk associated with each asset within the portfolio. Underwriter has to have good understanding of the Bank's policy and procedure, and is able to accurately assign the risk rating on each loan. Collaborative with Portfolio Managements to conduct routine annual loan reviews. Work with Marketing Officer to ensure receipt timely financial statements, aging reports, tax returns, and personal financial statements, and then analyze these often-complex personal financial statements and personal tax returns of sponsors/guarantors, as well as their contingent debt. Attend prospect calls with lending staff in order to gain a thorough understanding of the member/prospect and their business in order to determine the merits of specific loan requests and loan structure, as well as assist in the management of the member relationship. Review appraisal and analyze collateral issue - conduct site inspection. Conduct require loan reviews (annual credit review, watch list report and SAC). Prepare and submit Reg B/HMDA/Credit logs. Participate in audits as necessary. QUALIFICATIONS EDUCATION: Bachelor's Degree in Accounting, Finance, Economics, Business Administration, International Development, or other related disciplines. EXPERIENCE: 2-4 years of experience with CRE/Commercial Underwriting (various asset classes). CRE/C&I/SBA experience preferred. Relationship/Portfolio Management experience preferred SKILLS/ABILITIES Strong oral communication and writing skills for report analysis and presentation Must be able to interface with external clients, auditors, regulators, and executive management Must be versatile with willingness to learn. Require BA/BS in Finance/Accounting/Economics Proficiency with Microsoft Word and Excel Strong Analytical Skills Familiarity with Sageworks Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
    $49k-67k yearly est. 3d ago
  • In-House Associate Counsel - Investment Management

    Loomis, Sayles & Company 4.9company rating

    Boston, MA job

    A leading asset management firm located in Boston is seeking an Associate Counsel for its in-house legal team. The role involves providing legal support for the investment management business and requires a Juris Doctor with 1-2 years of experience. Candidates should have strong communication skills and a commitment to company values. This opportunity offers mentoring in a collaborative environment and competitive compensation. #J-18808-Ljbffr
    $148k-209k yearly est. 3d ago
  • Underwriter

    Commercial Bank of California 4.1company rating

    Fremont, CA job

    Salary Range:$90,000.00 To $150,000.00 Annually JOB SUMMARY With minimum supervision, provides direct support to Loan Officers to develop and analyze all relevant credit information pertaining to more complex commercial and business loans. Prepares or assists in the preparation of, Credit Authorizations in accordance with Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. PRIMARY FUNCTIONS Interacts directly with loan officers and customers/prospects regarding commercial business loans.Prepares accurate financial statement spreadsheets and debt service analysis derived from business and personal financial statements and tax returns.Prepares accurate Credit Authorization's in conjunction with loan officers and presents a complete and thorough analysis of existing and potential borrowers.Recognize and act on customer prospects, cross sell opportunities with existing customers.Make proper referral of loan opportunities to lending personnel.Interacts independently, without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis.Assists in the accurate determination of a borrower's debt service capacity in conformity to the type of credit analyzed.Reviews loan agreement covenants for verification of the compliance thereto.Accurately prepares financial projections as required.Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process.Collects industry information relevant to existing and proposed borrowers using internal & external sources.Consult with the President, Chief Credit Officer, Credit Administration Officers, and other Loan Officers, on credit structure, pricing, collateral and other credit consideration issues. Gather information from the Bank's LAS system to compute lending liability to the Bank.Conducts trade and reference checks on customers/prospects.Review documentation to ensure compliance with Bank policy and procedures.Performs special projects as designated by the Credit Administration. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Bachelor's degree (B. A.) from four-year college or university; or 5+ years related experience and/or training; or equivalent combination of education and experience. Knowledge of: Basic knowledge and training in financial statements and tax return analysis typically from a combination of education in accounting, financial and/or credit analysis.Intermediate proficiency with Microsoft Office Suite (Word,Excel, PowerPoint, Outlook, Teams). Working knowledge of Abrigo a plus.Strong understanding of all related State and Federal lending regulations and Bank policies and procedures.Advanced knowledge of commercial, C&I, commercial real estate policies, practices and procedures. Abilities:Possess strong sales and marketing ability to sell Bank Services.Manage priorities to ensure effective accomplishment of objectives.Handle high volume of workflow from various sources.Plan, organize and prioritize tasks to meet deadlines.Lead and motivate employees to complete tasks in accordance with established standards.Analyze and solve work problems.Follow oral or written instructions.Communicate effectively with co-workers, consultants, regulators, and other parties.Prepare clear and concise reports and other documentation and correspondence.
    $90k-150k yearly 5d ago
  • Payroll Specialist

    BBSI 3.6company rating

    San Luis Obispo, CA job

    The BBSI Payroll Specialist position is a key member of the business unit team that consults on a broad range of organizational and management areas. The primary objective of the Payroll Specialist is to process perfect and timely payrolls for around 60-80 clients with a variety of pay periods, pay cycles, and payroll complexities. Additionally, the Payroll Specialist will work closely with clients to understand their payroll and accounting systems and processes to help identify and recommend process improvements. The successful candidate must demonstrate strong business acumen and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver value to our clients and internal teams. This position reports to the Area Manager and works in partnership with other positions within the business unit, branch and corporate office. Duties and Responsibilities Run high volume perfect and timely on- and off-cycle payrolls (800+ employees) for multiple client companies Become an expert in new client onboarding, BBSI payroll, CRM (Salesforce), timekeeping and HRIS systems. Identify systems options to achieve better results for clients and BU members Perform on-site client payroll training, HRP web training and use of all feature functionalities relevant to client Become subject matter expert on client data including turnover, ongoing or seasonal headcount fluctuations, time & attendance, building payroll bridges, import & export requirements, prevailing wages, job costing, certified payroll, standard & custom reporting requirements of client companies Desired Skills and Experience Minimum 5 years of payroll experience - ideally in a multi-client, fast-paced, demanding environment Strong client service orientation and superb customer service skills Demonstrated experience in process improvement and streamlining - within prior role or department Experience as a bookkeeper or accountant desirable Must be self-driven to succeed and help drive success for our business owners Knowledge of wage and hour laws and taxability of wages. Exposure to workers' compensation claims management helpful. Effective communicator with individuals at all levels within an organization Professional appearance and demeanor; excellent verbal and written communication skills Exceptional time management skills and ability to work collaboratively in a team setting, with minimal supervision Systems experience including proficiency in MS Office, particularly Outlook, Excel and Word. Experience in CRM, Citrix preferred, HRP software experience a big plus Associate's degree preferred; advanced degree is a plus CPP or FPC designation highly preferred MS Office experience Approximately 10% of time to be spent out of the office (local travel within 50 miles of office) for client visits and onsite training For Individuals with these requirements, this position offers at a minimum: The stability of working for a publicly traded, growth-oriented company Phenomenal work environment where we work hard, have fun, promote growth and development, and build great relationships with solid business professionals Opportunity to impact the success and growth of client companies and BBSI Knowledge that you are working for a results-oriented organization Experience interacting with professionals in multiple industries Salary and Other Compensation: The starting income range for this position is $35.00-$37.00 hourly. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate. This position is also eligible for incentive pay in accordance with the terms of the Company's plan. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program. Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually. Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit. If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices. Click here to review the BBSI Privacy Policy: *********************************** California applicants: to see how we protect your data, visit our website at: *********************************************************
    $35-37 hourly 4d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    San Jose, CA job

    This job posting is anticipated to remain open for 30 days, from 02-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 4d ago
  • BD & Investment Manager, AI + Game Tech

    Tencent 4.5company rating

    San Francisco, CA job

    About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market. What the Role Entails Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. As a Strategic BD and Investment Manager, you will: Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships; Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players. Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment; Work directly with senior management across global AI and games markets. Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks. You will be responsible for supporting decision-makings for executives and leaders of business groups. Provide game changing strategy and inspire out-of-the-box thinking to senior leader. Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan. Who We Look For: Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus. Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming). Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI. Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams. Effective team players with excellent communication and interpersonal skills. Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages. Location State(s) US-California-Palo Alto The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
    $100.3k-233.2k yearly 2d ago
  • Associate Counsel

    Loomis, Sayles & Company 4.9company rating

    Boston, MA job

    Posted Monday, October 6, 2025 at 4:00 AM Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $425 billion in assets under management (as of 30 September 2025) for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization. Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity: About the Role We are seeking an Associate Counsel to join our in-house legal team who wishes to make a career of providing pragmatic legal advice to our global institutional asset management business. This position will be a key contributor to the Legal and Compliance Department with respect to a wide variety of legal and business matters and will provide day-to-day support to the senior lawyers in the group. Duties will include providing support to the General Counsel's office of senior lawyers for their negotiation of investment management agreements and private fund subscription agreements, legal research, fund formation, marketing and advertising review, assisting with regulatory audits, general corporate work, and, under the supervision of the Assistant General Counsels, participating in special projects, such as new product development. This position will provide ample opportunity for professional growth and development, enjoying significant mentoring and guidance from senior-associate level lawyers in a collaborative, friendly environment. The ideal candidate will have a can-do attitude and excellent communication and interpersonal skills. The candidate will be eager to learn and develop their skills as an investment management lawyer. Job Responsibilities Under the supervision of senior lawyers: Provide legal analysis to senior lawyers in connection with their advice on day-to-day investment management activities, such as investment management agreements, private fund formation and investment documents, and general corporate/governance matters Assist in supporting all legal aspects of our separate account, private fund, SMA/wrap, group trust, and sub-advisory relationships Provide initial interpretations of statutes, rules and policies applicable to the business, and work closely with colleagues in the General Counsel's office to meet the firm's business objectives within the local regulatory environment Seek to make a positive contribution to the culture of the firm Qualifications & Education Requirements Juris Doctor from top-tier law school; strong academic credentials Member of the bar in Massachusetts (preferred) or other U.S. state 1-2 years of legal and regulatory experience at a leading law firm, or at an established investment manager, hedge fund, or other financial services firm Strong oral and written communication skills, including via phone, email and video conference Commitment to our culture, values and approach to doing business Additional RequirementsTechnical Skills Familiarity with and/or interest in the legal framework applicable to registered investment advisers, including Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Act of 1933, Securities Exchange Act of 1934, CFTC Rules and Regulations, and ERISA, as well as general corporate law. Requisite Qualities Possessing excellent interpersonal skills, enjoys working both collaboratively and independently in a demanding virtual and physical environment Demonstrating a superior work ethic, applies strong legal analysis with attention to detail Maintaining a high degree of business ethics and professionalism, exercises sound business judgement and discretion Loomis Sayles is committed to offering competitive and equitable compensation. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security. EEOC and Diversity Statement Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn't completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. #J-18808-Ljbffr
    $148k-209k yearly est. 3d ago
  • Underwriter

    Commercial Bank of California 4.1company rating

    Santa Rosa, CA job

    Salary Range:$90,000.00 To $150,000.00 Annually JOB SUMMARY With minimum supervision, provides direct support to Loan Officers to develop and analyze all relevant credit information pertaining to more complex commercial and business loans. Prepares or assists in the preparation of, Credit Authorizations in accordance with Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. PRIMARY FUNCTIONS Interacts directly with loan officers and customers/prospects regarding commercial business loans.Prepares accurate financial statement spreadsheets and debt service analysis derived from business and personal financial statements and tax returns.Prepares accurate Credit Authorization's in conjunction with loan officers and presents a complete and thorough analysis of existing and potential borrowers.Recognize and act on customer prospects, cross sell opportunities with existing customers.Make proper referral of loan opportunities to lending personnel.Interacts independently, without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis.Assists in the accurate determination of a borrower's debt service capacity in conformity to the type of credit analyzed.Reviews loan agreement covenants for verification of the compliance thereto.Accurately prepares financial projections as required.Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process.Collects industry information relevant to existing and proposed borrowers using internal & external sources.Consult with the President, Chief Credit Officer, Credit Administration Officers, and other Loan Officers, on credit structure, pricing, collateral and other credit consideration issues. Gather information from the Bank's LAS system to compute lending liability to the Bank.Conducts trade and reference checks on customers/prospects.Review documentation to ensure compliance with Bank policy and procedures.Performs special projects as designated by the Credit Administration. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: Bachelor's degree (B. A.) from four-year college or university; or 5+ years related experience and/or training; or equivalent combination of education and experience. Knowledge of: Basic knowledge and training in financial statements and tax return analysis typically from a combination of education in accounting, financial and/or credit analysis.Intermediate proficiency with Microsoft Office Suite (Word,Excel, PowerPoint, Outlook, Teams). Working knowledge of Abrigo a plus.Strong understanding of all related State and Federal lending regulations and Bank policies and procedures.Advanced knowledge of commercial, C&I, commercial real estate policies, practices and procedures. Abilities:Possess strong sales and marketing ability to sell Bank Services.Manage priorities to ensure effective accomplishment of objectives.Handle high volume of workflow from various sources.Plan, organize and prioritize tasks to meet deadlines.Lead and motivate employees to complete tasks in accordance with established standards.Analyze and solve work problems.Follow oral or written instructions.Communicate effectively with co-workers, consultants, regulators, and other parties.Prepare clear and concise reports and other documentation and correspondence.
    $90k-150k yearly 5d ago

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