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Pioneer Human Services Remote jobs - 49 jobs

  • Chief Financial Officer

    Kentucky Society of Association Executives Inc. 3.5company rating

    Washington jobs

    The American Association for Justice (AAJ) works to preserve the constitutional right to trial by jury and to make sure people have a fair chance to seek justice when they are injured by the negligence or misconduct of others - even when it means taking on the most powerful corporations. AAJ is seeking a Chief Financial Officer (CFO) for its Finance department. The CFO is responsible for providing strategic and day-to-day financial leadership and vision to AAJ and its related organizations. The CFO oversees the Finance team in accounting operations including responsibility over accounting, accounts payable, accounts receivable and payroll. The CFO also ensures that AAJ has the financial systems, controls, and procedures in place for meeting compliance requirements and to support the association. The CFO is a member of the senior management team, reporting to the COO, and is the senior staff liaison to the Association's Audit, Budget, and Retirement Committees. Essential Duties Oversees financial data and presents financial reports in an accurate and timely manner; clearly communicates monthly and annual financial statements; monitors progress and changes and keeps senior leadership, officers, and committees abreast of AAJ's financial status. Provides timely and accurate information to the officers of the Association, Budget Committee, Executive Committee, AAJ Board of Governors. AAJ PAC Board of Trustees, and Endowment Board. Oversees investments of funds for all organizations. Provides senior leadership as staff liaison to the Association's Audit, Budget, Endowment, and Retirement committees. Manages organizational cash flow forecasting and establishes finance and administrative systems to support program operations. Maintains internal control and safeguards receipt of revenue, costs, program budgets, and actual expenditures. Oversees all accounts, ledgers and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements. Designs, establishes, and maintains an organizational structure and staffing to effectively accomplish the department's goals and objectives. Oversees annual insurance renewal in conjunction with the Director of Human Resources. Oversees Controller and Finance team for the annual audit of all organizations. Oversees preparation of tax schedules for completing Form 990 and related schedules. Maintains positive and productive working relationships with all departments, Officers, committees, and Board of Governors. Leads AAJ's senior staff, officers and budget committee in the annual budgeting and planning process. Oversees all financial plans with comparison to actual results with a view to identify, explain and correct variances as appropriate. Ensures compliance with federal and state regulatory and reporting requirements. Serves as a member of the senior management team in the strategic planning process. Assesses the organization and recommends potential changes to drive a more efficient and cost-effective finance function. Reviews and approves all contracts that have a financial impact on the organization and ensures that management is aware of the financial implications of entering into those contracts. Manages relationships with the external investment advisors, brokers, and banks, as well as other advisors to assist in the organization's financial and legal affairs. Qualifications B.S. degree in accounting required. CPA required. Minimum of 15+ years of experience at Director and/or Controller level preferred and supervisory experience of Finance team required. Non-profit association experience required. Exceptional knowledge of financial practices and procedures; experience with public accounting preferred. Experience working with and managing volunteer boards and committees. Forward thinking and big picture oriented. Strong systems management skills with experience implementing financial software systems. Strong communication skills. Must successfully pass a criminal background check. Salary Range:$220,000 - $260,000 Benefits and Perks for Working with AAJ: Hybrid work schedule, onsite Tuesday through Thursday and 100% remote work for the month of August (for most employees) Comprehensive health insurance which includes, medical, dental, vision, life, disability, flexible spending account (FSA), and 401K with an employer match Generous paid leave (e.g., vacation, sick, personal, parental), 11 federal holidays, and paid time off between Christmas and New Years Subsidized metro transit and/or parking benefits Professional development opportunities Company social events Office conveniently located ½ block from Gallery Place/Chinatown metro station in downtown Washington, DC AAJ is an Equal Opportunity Employer. No phone calls please! #J-18808-Ljbffr
    $220k-260k yearly 2d ago
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  • Associate, Credit Risk

    Crypto.com 3.3company rating

    Seattle, WA jobs

    About the Company Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Credit Risk The Role: Associate, Credit Risk Gemini is hiring for an Associate, Credit Card Risk to be part of the risk management function. You'll use SQL (and optionally Python) to analyze portfolio performance, implement rules, build monitoring, and prepare clear data-driven recommendations. This is a hands‑on role supporting senior risk leaders and partnering with Product, Engineering, Data, Operations, Compliance, and Collections to ship safe, customer‑friendly credit experiences. The role provides an exciting opportunity to understand and build risk infrastructure of an evolving asset class and products. Responsibilities: Execute analyses to inform underwriting rules, cutoffs, policies, and operational flows for Gemini's credit card product Translate ambiguous questions into well‑scoped queries and concise findings; propose data‑backed next steps Build and maintain daily/weekly dashboards and reports for KRIs/KPIs (approval, utilization, delinquency, roll rates, charge‑offs) Partner with Product/Engineering/Data to implement rules and thresholds in decisioning systems; validate inputs/outputs and run A/B or champion/challenger tests Run post‑implementation reviews of strategy changes; identify drift, stability issues, and quick optimizations Prepare ad‑hoc analyses and management readouts that tell a clear analytical story Document change logs, assumptions, and expected impacts Communicate clearly with Product, Operations, Engineering, Data, Compliance, Collections, and Fraud to triage issues, refine requirements, and close the loop on outcomes Minimum Qualifications: Bachelor's degree in a related field or commensurate work experience 3-5 years of credit card risk experience Experience with relational databases and SQL Strong data communication skills Great verbal, written and communication skills Roll-up-the-sleeves, no-task-is-too-small-attitude - willingness to do what's necessary to ensure the safety of our customers Preferred Qualifications: Data visualization using Business Intelligence tools (e.g. Tableau, Looker etc.) is a huge plus Python experience is a plus It Pays to Work Here The compensation & benefits package for this role includes: Competitive starting salary A discretionary annual bonus Long-term incentive in the form of a new hire equity grant Comprehensive health plans 401K with company matching Paid Parental Leave Flexible time off Salary Range: The base salary range for this role is between $82,500 - $110,000 in the State of New York, the State of California and the State of Washington. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data. In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce. This role is hybrid for candidates located near one of our listed hubs and remote for those outside our hubs. Please note compensation is adjusted based on location. At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know. #LI-ES1
    $82.5k-110k yearly Auto-Apply 4d ago
  • BSA Specialist II

    Salal Credit Union 4.0company rating

    Seattle, WA jobs

    Salal Credit Union is looking to bring on a BSA Specialist II who will play a key role in protecting the Credit Union and its members by supporting all aspects of the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and USA PATRIOT Act. This position is essential to maintaining a strong and proactive compliance culture. As a BSA Specialist II, you will take ownership of complex investigative work, monitor high‑risk relationships, evaluate unusual activity, and prepare high‑quality Suspicious Activity Reports (SARs). This role is fully remote, with the expectation that the BSA Specialist II works a schedule aligned with our Pacific Time operating hours. While we prefer candidates based in Washington State, we are also open to qualified applicants residing in Arizona, California, Florida, Georgia, Idaho, Oregon, or Texas. A DAY IN THE LIFE OF A BSA SPECIALIST II * Conduct enhanced due diligence reviews and investigations on high‑risk prospective and existing members to identify regulatory, legal, or reputational risks. * Evaluate escalated AML alerts and conduct investigative research, including gathering documentation, analyzing transactional activity, and identifying potential suspicious patterns. * Review potential suspicious activity reports submitted by branch and department staff to ensure completeness, accuracy, and appropriate escalation. * Analyze investigative findings to determine whether further action is warranted, including case creation, escalation, or recommendation for SAR filing. * Prepare Currency Transaction Reports (CTRs) and review CTRs completed by the BSA team for accuracy and timely submission. * Prepare Suspicious Activity Reports (SARs) in accordance with regulatory requirements, ensuring proper documentation and timely electronic filing. * Review and investigate OFAC screening results, using core processing and BSA/AML systems to distinguish true matches from false positives. * Receive, review, and analyze FinCEN 314(a) requests; identify potential matches and refer findings to the BSA Officer for required reporting. QUALIFICATIONS FOR RECOVERY SPECIALIST * 3 years of recent BSA/AML experience in a financial institution and experience working with state and federal legal and regulatory agencies along with law enforcement. * Ability to focus on detail-oriented work, manage high volumes, and research/interpret regulations. * A bachelor's degree or equivalent work experience. * Experience with Verafin is also a plus. WHAT WE OFFER: * Competitive base salary of $27.77-38.87 per hour. This range reflects the entire salary range for the position. The typical starting offer will fall between $31.65 - $34.44 per hour depending on a candidate's experience. * This position qualifies for the employee tier of our profit-sharing bonus program with annual payouts totaling 0-8% of annual salary depending on company performance. * Comprehensive healthcare benefits including health, dental, and vision insurance. * Generous paid time off policies include vacation, sick, and personal holidays in addition to paid holidays in accordance with the Federal Reserve calendar. * Tuition reimbursement. * 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment. * Charitable contribution matching. * Monthly transportation subsidy for employees that qualify. * Additional voluntary benefits. Expanded details about our benefit offerings can be found at the following link: ************************************************ ABOUT SALAL CREDIT UNION We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law.
    $31.7-34.4 hourly Easy Apply 24d ago
  • Events Coordinator

    Capricorn 4.5company rating

    Washington jobs

    A little about us Capricorn is one of Australia and New Zealand's largest and most dynamic Member-owned organisations. Since 1974, we've provided our Members with financial and business solutions to make running a business easier. Our flagship Trade Account offers instant credit with over 1600 Preferred Suppliers, simplified monthly expenses, and a generous rewards program. We have a strong foundation in the automotive and machinery aftermarkets. Our vibrant community includes over 31,000 Members across Australia and New Zealand, from national franchises to your local family workshop. Last year, Capricorn facilitated nearly $4bn in sales with our Preferred Suppliers. At Capricorn, we're about more than just products and services. We work hard to ensure that our Members, Suppliers and People feel like they're part of something bigger - a Community which is connected and supported to make a difference, while having some fun along the way! Exciting new roles at Capricorn We're expanding our Communications & Engagement team as part of Capricorn's new strategy and commitment to One Capricorn, One Community. These newly created roles offer the chance to make an impact, contribute fresh ideas, and help shape the future of how we connect with our Community. These new roles represent an exciting opportunity to join a purpose-led organisation that values innovation, collaboration, and growth. Join us and play a key role in shaping the next chapter of Capricorn's journey As our part of our Events team as our Event Coordinator, you'll be the driving force behind some of Capricorn's most exciting and high-profile events - from spectacular Tradeshows and Gala Dinners to our bi-annual Convention and annual staff conference. This is your chance to be part of a team crafting experiences that bring our community together, celebrate our brand, and deliver on strategic goals. You won't just manage events - you'll create memories. What You'll Do • end-to-end delivery of large-scale events that wow attendees and exceed expectations. • Assist the event team in bringing creative visions to life. • Support our field staff across Australia and New Zealand with regional tradeshows and member nights. • Collaborate with stakeholders to ensure every detail aligns with our brand and objectives. • Manage budgets and timelines with precision while keeping the energy high. Skills & Experience • Proven success in assisting with large-scale events Exceptional attention to detail, project management, and organisational skills. • Strong communication and stakeholder engagement abilities. • Ability to juggle multiple projects in a fast-paced environment. • Experience and proficiency with EventsAir is advantageous. • Financial savvy and experience managing budgets. Experience • At least 3 years in event management, ideally within a community-focused organisation. Qualifications • Bachelor's degree in Event Management, Marketing, Communications, or related field (preferred). • Relevant industry certifications are a plus. A little on life at Capricorn Joining our community is about more than just a job, so here's what's in it for you: • Work flexibility - We're all unique, and so are the ways in which we work. We have Hybrid (2 days working from home) written into our policy. • Development Opportunities - your success is ours too. We provide training opportunities and development to give you the tools you need to grow. • Paid parental leave - during life's most important times, we support parents' leave (for both parents) and their transition back to work. • Get social - our social calendar is full, with a range of different virtual and face-to-face events to keep us connected. • A place you want to be - from the sweeping city views, coffee on tap and the general buzz of our team, Capricorn is a place you want to be. • A cherry on top - we've got a heap of benefits that our team actually use, including a fantastic reward and recognition program, wellness program, additional leave purchase and so much more! • Amazing Benefits - Unlock amazing benefits at Capricorn. We offer all staff free gym membership near the office, discounted private health benefits and all-inclusive working from home kits to get you started! Sound like you'd be a good fit? If you are ready to become part of a growing community and make a real impact, get in touch today. For further information, support with your application and details on Capricorn, please visit our website at capricorn.coop/careers
    $38k-49k yearly est. Auto-Apply 57d ago
  • Paid Social Manager

    Sofi 4.5company rating

    Seattle, WA jobs

    Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role SoFi is seeking a talented Paid Social Manager to join the performance marketing team and help lead our acquisition efforts. As a member of one of SoFi's largest and most efficient channels, you will have a meaningful impact on the growth of the business. You will play a key role in analyzing data, finding trends, and developing strategies. What you'll do: * Develop and implement the digital acquisition and retargeting strategy for SoFi's consumer financial products by building and executing campaigns on Meta, TikTok, Snapchat, and other paid social channels, while collaborating closely with our agency to ensure alignment and maximize campaign effectiveness * Design and execute audience testing strategies to identify and optimize target segments, leveraging data-driven insights to improve campaign performance and ROI * Work with influencer team and external vendors to create authentic and engaging influencer content that resonates with our target audience, driving brand awareness and customer acquisition * Drive creative asset ideation, testing road maps, and optimization with our internal creative team and creative agency * Analyze and understand the business impact driven by campaigns to establish marketing KPIs and forecast long-term growth * Build reports and own communication with key internal stakeholders to keep the business apprised of marketing performance * Collaborate with cross-functional teams such as the brand marketing, martech, compliance, and finance What you'll need: * 4+ years experience running performance marketing campaigns on Meta and other digital channels * Technical knowledge of the Meta ads platform (understand tracking, auction dynamics, ad products, and best practices for direct response campaigns) * Understand mobile app acquisition marketing and relevant tracking technologies (experience with Branch a plus) * Advanced knowledge of Excel/Google Sheets for data analysis and campaign reporting (Tableau and Amplitude experience a plus) * Strong analytical and quantitative skills - ability to work with large data sets in order to derive actionable campaign insights * Strong organization and project management skills with the ability to own projects from end-to-end in a fast-paced environment * Ability to adapt to a challenging regulatory environment while still creating breakthrough marketing campaigns * Strong communication skills and ability to present learnings with internal teams Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $89,600.00 - $168,000.00 Payment frequency: Annual This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
    $89.6k-168k yearly Auto-Apply 45d ago
  • AI Operations Director

    Boeing Employees' Credit Union 4.5company rating

    Tukwila, WA jobs

    Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $171,700.00-$209,800.00 annually. The full Pay Range is $133,100.00 - $248,300.00 annually. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS - because people helping people starts with supporting you 401(k) Company Match (up to 3%) 4% annual contribution to your 401(k) by BECU Medical, Dental and Vision (family contributions as well) PTO Program + Exchange Program Tuition Reimbursement Program BECU Cares volunteer time off + donation match IMPACT YOU'LL MAKE In this role, you will guide the responsible adoption and scaling of AI across BECU while operating as a highly visible individual contributor. Without direct people management responsibilities, you will influence senior leaders, advance enterprise AI literacy, and enable teams across the organization to effectively use AI tools. Your work will shape enterprise AI strategy, accelerate adoption, and deliver measurable operational improvements that enhance employee efficiency and member experience. By connecting strategy to execution, you will help translate AI opportunities into sustainable, value‑driven outcomes across the enterprise. To join our dynamic team, we require candidates to be residents of WA, OR, ID, AZ, TX, GA, SC, NC, CA or VA. If you're located in Washington state and within a reasonable driving distance from Tukwila, we are requesting that you come into our HQ on Tuesdays & Wednesdays. For those candidates that live outside the commute distance of TFC and in any of our approved remote work locations, this role will be remote. Remote or onsite, we are committed to ensuring you are fully engaged and included in our collaborative environment. RESPONSIBILITIESEnterprise AI Leadership & Governance Lead and operationalize BECU's AI Council, ensuring cross‑functional alignment across governance, ethics, compliance, and enterprise priorities. Advance the enterprise AI strategy and roadmap in partnership with senior leaders, translating AI initiatives into meaningful outcomes for employees and members. Develop, oversee, and advise on AI governance policies aligned with regulatory, legal, and ethical standards. Promote responsible AI practices and ensure alignment with emerging regulatory frameworks. AI Adoption & Enablement Elevate AI literacy across the enterprise by helping teams understand, adopt, and effectively use AI tools, including Copilot. Partner with enterprise teams to drive adoption and proficiency of AI solutions, improving productivity and operational efficiency. Support deployment, lifecycle management, and operationalization of AI systems in collaboration with technology, operational efficiency, and Six Sigma partners. Strategy, Execution & Measurement Identify, evaluate, and prioritize high‑impact AI use cases in partnership with business units and technology leaders. Define success measures and key performance indicators (KPIs) for AI‑enabled initiatives, track progress, and drive continuous improvement. Translate enterprise AI strategy into actionable execution plans that deliver measurable value. Collaboration, Influence & Innovation Influence and coordinate cross‑functional contributors, including analysts, engineers, and specialists, without direct authority. Collaborate across operations, risk, compliance, data, and transformation teams to support enterprise efficiency and member‑impacting improvements. Foster innovation and organizational learning through initiatives such as AI hackathons and knowledge‑sharing events. Manage relationships with external AI vendors and partners, ensuring alignment with organizational standards and service expectations. Additional Responsibilities Perform other duties that support enterprise AI governance, strategy, adoption, and operational execution as needed. WHAT YOU'LL GAIN A central role in shaping BECU's enterprise AI strategy, literacy, and adoption during a critical growth phase. Ongoing partnership with senior leaders across Operations, Technology, Risk, Knowledge Management/Change, and enterprise programs. Opportunities to lead and participate in innovation initiatives, including AI hackathons. Deep exposure to emerging AI regulatory requirements and responsible AI practices. The ability to drive measurable improvements in operational efficiency and member experience. A highly visible individual‑contributor leadership role with influence across the organization. The opportunity to shape long‑term AI capabilities, processes, and governance models for BECU. QUALIFICATIONSMinimum Qualifications Bachelor's degree in Computer Science, Data Science, Business, or a related field. 10 years of experience in operations, technology, process optimization, or related disciplines. 3 years of experience leading AI, automation, or advanced technology initiatives. Demonstrated experience influencing executive‑level decision‑making and leading enterprise‑wide initiatives. Strong understanding of AI ethics, regulatory considerations, and risk mitigation. Familiarity with cloud platforms, data pipelines, and AI deployment methodologies. Preferred Qualifications Master's degree in a related field. Experience leading cross‑functional or distributed initiatives. Strong analytical, strategic thinking, and problem‑solving skills. Excellent written and verbal communication skills with the ability to influence diverse stakeholders. JOIN THE JOURNEY This role offers the opportunity to make a meaningful and lasting impact on BECU's AI journey-shaping how the organization uses AI responsibly to improve efficiency, empower employees, and enhance the member experience. EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
    $171.7k-209.8k yearly Auto-Apply 2d ago
  • Life Insurance Sales Agent - Entry Level (Remote)

    Primerica 4.6company rating

    Pasco, WA jobs

    EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth. No Experience Necessary This position is open only to US Residents residing in the United States Candidates must be 18 years+ Candidates must be able to pass a background check This is a 1099 opportunity, not a W2 As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses. Desired Candidate Should Possess: Excellent customer service skills Ability to develop, manage and drive growth Candidates must be ready to plug-in and follow a proven system Experience in sales, marketing and business are preferred but not required What we provide: A Competitive Performance-based Compensation Package Zoom Training & Bonus program Ongoing Support & Mentorship System to Ensure Success Opportunities For Quick Advancement Within Win All-Expense Paid Trips to Top Resorts with the Company E & O Coverage Included No Quotas For More Information: EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth. No Experience Necessary This position is open only to US Residents residing in the United States Candidates must be 18 years+ Candidates must be able to pass a background check This is a 1099 opportunity, not a W2 As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses. Desired Candidate Should Possess: Excellent customer service skills Ability to develop, manage and drive growth Candidates must be ready to plug-in and follow a proven system Experience in sales, marketing and business are preferred but not required What we provide: A Competitive Performance-based Compensation Package Zoom Training & Bonus program Ongoing Support & Mentorship System to Ensure Success Opportunities For Quick Advancement Within Win All-Expense Paid Trips to Top Resorts with the Company E & O Coverage Included No Quotas For More Information: ********************************
    $35k-42k yearly est. Auto-Apply 60d+ ago
  • Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

    Morgan Stanley 4.6company rating

    Seattle, WA jobs

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight). ABOUT THE ROLE The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm. Primary Responsibilities Support the maintenance of existing client accounts. Assist with team projects and initiatives. Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc. Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc. Support the termination of client accounts as requested. Establish working relationships with Distribution and other internal teams on existing client relationships. Establish working relationships with external contacts for new accounts and activity for existing clients. Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage. Support the provision/refreshing of portfolio analyses with existing clients. Job Requirements 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered. 0-4+ years proven experience working with financial services advisors / money managers. Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus. Relationship-building skills and ability to thrive in a team environment. Keen interest in and understanding of investment products and financial instruments such as equities and fixed income. Established communication skills - both internally/externally in written/oral/auditory essential. Familiarity with MS Office and the ability to learn additional internal/ external software programs. Resourcefulness, problem solving, and organization (ability to prioritize effectively) Willingness to work in fast-paced environment with hourly deadlines with attention to detail. Flexible, willing, and able to work long hours as needed. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $60k-90k yearly Auto-Apply 60d+ ago
  • Senior Transformation Program Manager

    Fisher Investments 3.9company rating

    Camas, WA jobs

    Are you looking to join a global technology department for an industry-leading financial advisory firm? Fisher Investments is looking for a motivated program manager to lead technology delivery and execution. The Opportunity: As the Senior Transformation Program Manager, you will work as the delivery lead to help execute our key technology initiatives by partnering with teams across the business and technology. You will drive day-to-day project execution by ensuring teams are aligned on requirements, design, and roadmaps to achieve delivery goals. You will report to the Vice President of Enterprise Transformation. The Day-to-Day: Manage all phases of the program or project from discovery through deployment, by driving accountability, structure and transparency Define program or project scope, goals, deliverables, and a value-driven roadmap in collaboration with senior management and stakeholders Work closely with the project teams to identify, understand and track key risks and issues for the program that need to be escalated Assess the health and status of the project or program, and highlight opportunities for improvement to stakeholders and senior management Make recommendations to management regarding solutions to resolve business problems and drive execution of those solutions Assess requirements to deliver program or project components and sub-components, which may include implementation of solution, staffing, timelines, etc. Coordinate all departments related to the program or project which may include IT, Finance, Third-party Vendors and Business Users Work with Business Analysts and Project Managers to evaluate current business processes and requirements Identify and manage program and project dependencies Coach, mentor, motivate and supervise team members and consultants Influence teams to take positive action and accountability for their assigned work Develop best practices and tools for program or project execution and management Your Qualifications: 5+ years' experience in project or program management Experience working both independently and in a team-oriented collaborative environment Ability to conform to shifting priorities, demands and timelines Ability to elicit cooperation from several sources, including senior management, internal clients, and other departments Experience with JIRA Strong familiarity with Waterfall and Agile delivery methods Bachelor's Degree or equivalent combination of education and experience required Compensation: $140,000 - $200,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $140k-200k yearly Auto-Apply 20d ago
  • Financial Services Representative - Vancouver, WA

    Fidelity 4.2company rating

    Washington jobs

    Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day. The expertise we're looking for… High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA The base salary range for this position is $45,000 - $70,000 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. 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. 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. Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service
    $45k-70k yearly 15d ago
  • Vice President, Enterprise Portfolio Management Office

    Washington State Employees Credit Union 4.6company rating

    Olympia, WA jobs

    WSECU is seeking a strategic, collaborative leader to serve as Vice President of the Enterprise Portfolio Management Office. This executive role is responsible for driving enterprise portfolio management, ensuring alignment with WSECU's strategic objectives, and championing transformation-including digital and AI integration. The VP will lead, organize, and coordinate across critical business initiatives, shaping how enterprise strategy translates into measurable outcomes and evolving value-driven delivery across the organization. As a champion for change, you will model adaptive agile planning, foster transparency, and strengthen our ability to adopt new ways of working. You'll ensure enterprise planning and the Strategic Business Plan are translated into visible dashboards, enabling real-time tracking of progress and execution. This role is pivotal in making best practices and outcomes transparent to all stakeholders. What you'll do:Strategic Leadership: Lead execution of outcome-oriented portfolio strategies aligned to the Strategic Business Plan. Prioritize portfolio demand, allocating resources to initiatives with the highest strategic and value-driven impact. Champion transformation and implement AI integration across portfolio and project management practices. Oversee value management processes, ensuring transparent, outcome-focused decision making. Enable dashboard visibility to strategic goals, providing real-time insights to stakeholders. Promote collaborative, capability-based methods to enhance agility and responsiveness to market changes. Portfolio & Project Services: Guide Project Services teams, shaping enterprise project management practices for strategic execution. Oversee PPMS program to ensure transparency and adoption across the enterprise. Collaborate with Compliance, Audit, IT, and business leadership to identify and prioritize projects, manage risk, and align change management practices. Develop and manage strong relationships with business partners. Agile Services: Coach and develop Scrum Masters, ensuring compliance with defined roles and responsibilities. Lead and continually develop a team of Scrum Masters to deliver on technology and business initiatives. Leadership & Collaboration: Provide direction and coaching on projects, tying strategic initiatives to WSECU's business plan. Mobilize stakeholders and leadership to support and enable change efforts. Build, motivate, and retain dynamic contributors as part of an integrated team. What you bring to the team: Education Bachelor's or Master's degree in Computer Science, Information Systems, Business Administration, or related discipline-or equivalent work experience. Experience Minimum 10 years' experience managing enterprise PMO operations, with at least 5 years in agile practices and a proven track record of delivering solutions. 5+ years in a role overseeing Enterprise Portfolio Management. Preferred: Experience leading the evolution from traditional Project Management to Enterprise Portfolio Management, influencing executive decision making and organizational change. Certifications: Certified Scrum Master, Certified Product Owner, and Prosci are valued. Competencies & Skills Strong leadership, interpersonal, negotiation, and people management skills. Highly effective written and oral communication skills. Advanced organizational and problem-solving abilities. Analytical and decision-making skills, with the ability to function at both detail and conceptual levels. Technical competence with MS Office products and familiarity with process model mapping, change management methodologies (ADKAR), SDLC, and capital investment analysis. What Success Looks Like in the First 12 Months Evaluate Portfolio and Project Management System to ensure necessary functions are in place for Portfolio Management vision. Implement a portfolio view to current Strategic Business Plan. Organize routines evaluating outcomes in alignment to the Strategic Business Plan and projects in flight. Implement a value realization method to assist in prioritization and execution of the highest value Strategic Business initiatives. Total Rewards Package & Job Details: Competitive base pay, dependent on relevant qualifications, plus an annual discretionary incentive plan and full-time benefits package. The target starting pay for this position is $170,556.03 - $284,276.72 annually, typically set for new hires within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant's pay history into account. The range above allows our employees room for growth through annual merit and other pay increases during their tenure in the position. Work Location: 330 Union Ave, Olympia WA. Employee must reside and perform all work in the state of Washington. This is a hybrid position that blends working in-office and from home, working onsite at least two days per week. Work Schedule: Monday - Friday, 8:30 am - 5:30 pm, full time minimum 40 hours per week, with scheduling flexibility to meet service needs for this Exempt position Work from home/hybrid requirements: Reliable, high-speed home internet connection Private, confidential workspace, away from distractions and other people Suitable desk/surface and desk chair Benefits & Perks: Here are a few benefits and perks we offer: Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU Full-Time Regular employees accrue general leave and sick leave, on a monthly basis 11 Paid Holidays Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees 401(K) with 8.5% Contribution by WSECU to begin the first of the quarter after 1 year of service Paid Volunteer Leave Tuition Assistance Employee Assistance Program & Employee Discounts And, you get to work with some awesome people! WSECU was named to the Forbes Best-In-State Credit Union list in 2025, making us the only credit union in Washington to earn this recognition five years in a row! Ind1 #LI-Hybrid We look forward to reviewing your application!All applicants must include a resume. Visa sponsorship not available. Contact us at ************ with any questions. We champion our employees' unique differences because we believe diversity is critical to the success of our members and the communities we serve. We're proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law. Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact ************ or email us for assistance.
    $170.6k-284.3k yearly Auto-Apply 8d ago
  • Remote

    GFI 4.9company rating

    Tacoma, WA jobs

    ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity ---You MUST live and work in the United States to be considered for this opportunity ---PLEASE do NOT apply for this opportunity if you do NOT live and work in the United States ---This is also a CONTRACTED opportunity and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global Financial Impact (GFI). About GFI: ********************************* Thank you for your interest in becoming a financial professional with, Global Financial Impact (GFI). GFI is the fastest-growing financial brokerage in the industry and onboarding remotely across the US. At GFI, we are not just about building wealth but about transforming that wealth into meaningful impact, helping you turn dreams into reality. Whether you are championing a global cause, uplifting your family and community, or building a business that you can pass down to your children, together we can secure and channel your wealth, ensuring you leave a lasting legacy that truly makes a difference. *WATCH THIS VIDEO* As a Financial Professional, you will work with clients primarily online, building meaningful relationships, providing financial education, identifying their financial goals, and developing a personalized plan to help them achieve their objectives. Our comprehensive strategies are designed to help families pursue financial independence and focus on what matters most creating a better quality of life for themselves and their loved ones. We are currently looking for part-time professionals with the ability to transition to full-time. This is a commission-based 1099 independent contractor opportunity with a generous compensation structure that includes stock options and profit sharing along with the flexibility to work remotely and set your own hours. This allows you to work around your existing commitments and responsibilities. Although no direct experience in finance is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level Wealth Manager and to develop into management and leadership positions (because we only promote from within). If you are a serious candidate seeking a rewarding career in the financial industry, we would love to hear from you. Join our crusade and make a difference in people's lives! QUALIFICATIONS: Outstanding communication skills, both verbal & written Able to work effectively in a team environment Detail-oriented and the ability to follow up on tasks Work effectively under pressure and maintain a positive attitude Capable of multi-tasking, prioritizing, and managing time efficiently Both Remote & Hybrid Options Available | Online tools and training are provided in-house. Must pass a background check (NO FELONIES) Must be able to LEGALLY work in and reside in the UNITED STATES If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process! All candidates selected for the next steps will be invited to schedule an introductory phone call to discuss the company, role, any questions, and compensation to determine if it's a mutual fit prior to any Zoom interviews and/or onboarding steps.
    $40k-49k yearly est. 60d+ ago
  • Fulfillment Associate

    Fisher Investments 3.9company rating

    Camas, WA jobs

    Are you looking for a great place to work and grow your career? Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment firm. Fulfillment Associates will be responsible for fulfillment marketing, office supply requests, maintaining client files, shipping and receiving functions and hospitality functions. The Opportunity: As a Fulfillment Associate, you will oversee a range of responsibilities differing daily. Reporting to a Fulfillment Team Leader, you will handle office supply requests, shipping and receiving, maintaining client file, different hospitality functions, and more. The Day-to-Day: Data entry of prospect and client information Monitor office supply inventory Sort and distribute incoming mail and packages Process UPS, DHL and FedEx shipments Help with office moves, mounting equipment and cleaning Prepare marketing kits for prospective clients Your Qualifications: Proficient in desktop PC's, printers and scanners Experience with UPS, FedEx and DHL Proficiency in Microsoft Word, Excel and Outlook Ability to lift and move packages up to 50lbs as needed Comfortable sitting, standing, walking and performing repetitive tasks for extend periods Compensation: $50,000 - $75,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $50k-75k yearly Auto-Apply 14d ago
  • Area Manager - WA

    Capricorn 4.5company rating

    Washington jobs

    A little about us Capricorn is one of Australia and New Zealand's largest and most dynamic Member-owned organisations. Since 1974, we've provided our Members with financial and business solutions to make running a business easier. Our flagship Trade Account offers instant credit with over 1600 Preferred Suppliers, simplified monthly expenses, and a generous rewards program. We have a strong foundation in the automotive and machinery aftermarkets. Our vibrant community includes over 31,000 Members across Australia and New Zealand, from national franchises to your local family workshop. Last year, Capricorn facilitated nearly $4bn in sales with our Preferred Suppliers. At Capricorn, we're about more than just products and services. We work hard to ensure that our Members, Suppliers and People feel like they're part of something bigger - a Community which is connected and supported to make a difference, while having some fun along the way! We're looking for a driven and relationship-focused Business Development Manager to grow our member base and supplier partnerships across your designated region. You'll work remotely, manage your own schedule, and spend significant time on the road building strong, lasting connections. What You'll Do • Grow membership and sales by providing solutions and linking members to preferred suppliers. • Proactively Securing new business • Travel regularly within your region to meet members and suppliers • Work both autonomously & with business partners while staying results-focused and flexible • Build trust and deliver value through strong sales and negotiation skills What You Bring • Proven experience in sales, account management, or high-level customer service • Excellent communication and relationship-building skills • Strong commercial acumen and problem-solving ability • Self-motivation and the ability to work independently • Intermediate IT skills (MS Word, Excel); CRM experience a plus • Automotive industry or cooperative experience (desirable) Qualifications • Valid driver's licence (essential) • Diploma in Business or Sales Certification (desirable) A little on life at Capricorn Our community at Capricorn always comes first, and a big part of that community is our team. We genuinely believe that investment in our people is the key to everything that we do. Joining our community is about more than just a job, so here's what's in it for you: • Work flexibility - We're all unique, and so are the ways in which we work. Whether it's flexible hours or WFH arrangements, we'll work with you to find the best way for us to work together. • Development Opportunities - your success is ours too. We provide opportunities training and development that give you the tools you need to grow. • Paid parental leave - during life's most important times, we support both parents' leave and their transition back to work. • Get social - our social calendar is full up with a range of different virtual and face-to-face events to keep us connected. • A place you want to be - from the sweeping city views, coffee on tap and the general buzz of our team, Capricorn is a place you want to be. • A cherry on top - we've got a heap of benefits that our team actually use, including a fantastic reward and recognition program, wellness program, additional leave purchase and so much more! Sound like you'd be a good fit? If you are ready to become part of a growing community and make a real impact, get in touch today. For further information, support with your application and detail on Capricorn, please visit our website at capricorn.coop/careers
    $80k-100k yearly est. Auto-Apply 60d+ ago
  • Client Support Specialist - Greater Seattle, WA Area (REMOTE)

    Fidelity Investments 4.6company rating

    Bellevue, WA jobs

    To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Bellevue, Tukwila, Seattle, Lynnwood, Redmond As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request The base salary range for this position is $50,000 - $76,000 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. 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. 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. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service
    $50k-76k yearly 28d ago
  • Senior Manager, Global Money Movement

    Sofi 4.5company rating

    Seattle, WA jobs

    Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role: SoFi is on a mission to help our members achieve financial independence, and we're moving fast! We're innovating at lightning speed, building entirely new ways for our members to manage their money - including a groundbreaking feature for faster, more affordable global money transfers. As Senior Manager, Global Money Movement, you'll play a key role in leading and supporting the launch of SoFi's global money movement products across international markets. This is your chance to build and scale SoFi's products outside the U.S., directly impacting millions of lives. What You'll Do: * Strategy & Market Entry: Identify, evaluate, and prioritize global money movement opportunities (e.g., SoFi Pay) based on market sizing, customer demand, regulatory environments, financial impact, and strategic fit. Develop market-specific launch plans alongside cross-functional teams. * Cross-Functional Execution: Partner closely with Product, Engineering, Legal, Compliance, Risk Management, Finance, Marketing, and other functional teams to plan and lead international expansion. * Forge Key Alliances: Identify and assess strategic partnerships, joint-ventures, or acquisition opportunities that will accelerate SoFi's global money movement initiatives. * Experiment and Iterate: Design and run experiments to identify the most effective solutions and drive continuous improvement. * Solve Complex Challenges: Work cross-functionally to tackle ambiguous problems, finding innovative solutions even when inputs and outputs are uncertain. What You'll Need: * 10+ years of global financial services (e.g., payments) experience, with direct hands-on experience in launching financial services/products across new international markets. * Familiarity with global payments, banking, money movement ecosystems, and regulatory environments. * Mission-aligned with SoFi's vision for financial empowerment. * Excitement and flexibility to solve a variety of business needs across multiple verticals. * Ability to drive results through influence and collaboration. * Data-obsessed with strong analytical capabilities and a commitment to accuracy. * Strategic mindset with the ability to execute on a tactical level. * Action-oriented communicator with excellent organizational skills. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $140,800.00 - $242,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
    $140.8k-242k yearly Auto-Apply 22d ago
  • IT Technician

    Coldstream Wealth Management 3.8company rating

    Bellevue, WA jobs

    Job Description Are you looking for work/life balance and a friendly environment where team members appreciate the assistance you provide? This is a great opportunity to use and expand your technical support skills in a growing, collaborative company. Normal work hours will be 7:00 AM - 4:00 PM. You will support Coldstream Wealth Management's many teams and offices while working with our IT team in Bellevue. Our IT Technician plays a key role in bridging the human and technical aspects of technology. In this position, you'll report directly to the IT Manager and collaborate with two other team members based in Bellevue and Portland. You will visit other local offices as needed (in Seattle, Mercer Island, and Kirkland) to provide on-site support (averages once per week). While we have a dedicated team member supporting the Portland offices, you'll travel to Portland occasionally as well. The IT team works together to ensure seamless technology support across all locations. How you will contribute: Provide remote and onsite technical support for hardware, software, connectivity, and workstation setup. Configure new user accounts, deploy and replace workstations, and manage the full hardware lifecycle. Support printers, scanners, VOIP phones, and other office equipment, including driver and configuration issues. Troubleshoot and support core applications such as Microsoft Office, Adobe, Zoom, Salesforce, and other business-critical tools. Manage user access, permissions, and email systems (Outlook/Exchange), including MFA, password resets, and security tools. Support VPN and remote access for hybrid and offsite employees. Assist with basic cybersecurity practices and mobile device management. Document solutions, maintain knowledge base articles, track recurring issues, and recommend improvements. Provide basic end-user training and escalate complex issues to senior IT or MSP partners as needed. At least 1 year of professional experience in a tech support position Hands-on experience troubleshooting and resolving hardware, software, systems and network issues, including installing, upgrading, repairing, moving, and replacing laptops and peripherals Experience maintaining a Windows-based environment, including Active Directory and the M365 Suite Outstanding attention to detail and high quality of work Excellent communication, customer service, time management, and prioritization skills Passion for solving problems and conducting research into a wide range of computing issues Valid driver's license and dependable vehicle (mileage will be reimbursed) Ability to lift up to 40 pounds Bachelor's degree in Computer Science, IS Management or related field is preferred Certificates from Comp TIA (A+, Network+, Security+) or Microsoft 365 equivalent are preferred Experience with Salesforce, SharePoint, N-Able, ITGlue, Okta IdP, Meraki, Intune, AutoPilot, Mobile Device Management, and Zoom is a plus. Benefits: Why Coldstream? Career Development: We actively support your professional growth with clear pathways to advance your IT career. Our team invests in your success by providing resources and reimbursement opportunities for industry-recognized certifications such as CompTIA, Microsoft, and other relevant credentials. Collaborative Culture: Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun. We encourage you to bring your full self and make an impact. Work-Life Balance: We have a supportive environment that values work-life integration. In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically starts between $73,000 and $83,000 plus an annual bonus and a generous benefits package. As a Washington's Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We've created a full benefits package that focuses on the growth, health, and wellness of our team members: Pay: Competitive base salary plus annual bonus Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance 401(k): 100% company match up to 4% of your annual pay Stock: Opportunity to purchase equity and become an owner of the firm Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work Career development: 100% training/certification/licensing/dues reimbursement and mentoring program Parking: heavily subsidized parking or free transit pass Wellness reimbursement Anniversary bonuses every 5 years and sabbaticals every 10 years Coldstream Wealth Management is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high-net-worth individuals and families. Coldstream was founded in 1996 and has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, AK; learn more at ******************* Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.
    $73k-83k yearly 16d ago
  • City Experience Manager, San Francisco - Velocity Black (Remote)

    Capital One 4.7company rating

    Olympia, WA jobs

    Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. **What You'll do:** + You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'. + Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community. + Growing the community of high performance, HNW members in San Francisco + Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs. + Owning the Content & Engagement strategy for your city's member cohort. + Overseeing the conceiving of and execution of regular member events at inspired locations in your city. + You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations. + You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations. + Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does. + You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude. **Basic Qualifications:** ** ** + High School Diploma, GED, or Equivalent Certification + At least 5 years experience in the hospitality industry in San Francisco, CA **Preferred Qualifications:** + Strong relationship building skills, customer focus and ability to collaborate + Strong interest and knowledge of the hospitality market and industry + Ability to work quickly and efficiently under pressure **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $122.1k-139.4k yearly 60d+ ago
  • Imaging Field Application Specialist

    Danaher 4.6company rating

    Seattle, WA jobs

    Bring more to life. Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology? At Cytiva, one of Danaher's 15+ operating companies, our work saves lives-and we're all united by a shared commitment to innovate for tangible impact. You'll thrive in a culture of belonging where you and your unique viewpoint matter. And by harnessing Danaher's system of continuous improvement, you help turn ideas into impact - innovating at the speed of life. Working at Cytiva means being at the forefront of providing new solutions to transform human health. Our incredible customers undertake life-saving activities ranging from fundamental biological research to developing innovative vaccines, new medicines, and cell and gene therapies. At Cytiva you will be able to continuously improve yourself and us - working on challenges that truly matter with people that care for each other, our customers, and their patients. Take your next step to an altogether life-changing career. Learn about the Danaher Business System which makes everything possible. The Imaging Field Application Specialist is responsible for providing pre- and post-sale support, product demonstrations, seminars, training and/or customer service activities supporting territory sales objectives. This position reports to the Protein Research Applications and Training Leader and is part of the Discovery Commercial team located in the West Zone and will be working remotely to cover the territory. What you'll do: * Responsible for providing pre- and post-sale support, product demonstrations, seminars, training and/or customer service activities supporting territory sales objectives. * Accountable for regional revenue targets and overall business performance objectives. * Support customers, Account Managers, and Sales Specialists within the Central/West regions of US and Canada. * Provide advanced application driven technical presentations at customer sites and high-level scientific meetings. * Responsible for regional customer training, developing application driven training courses and demonstrations. Who you are: * BS degree in Life Sciences or Engineering field; MS degree preferred; PhD highly desirable. * 4 plus years of post-bachelor's practical laboratory experience in Biomolecular Imaging systems including applications support and workflow consultation. * Strong working knowledge of Camera and PMT/Laser based Imaging systems and analysis, including Protein and Nucleic Acid gel work with associated blotting techniques. * Strong understanding of current Process Development strategies, challenges and dynamics impacting Drug Discovery and Development markets. Travel, Motor Vehicle Record & Physical/Environment Requirements: * Ability to travel up to 50% within assigned territory * Must have a valid driver's license with an acceptable driving record Cytiva, a Danaher operating company, offers a broad array of comprehensive, competitive benefit programs that add value to our lives. Whether it's a health care program or paid time off, our programs contribute to life beyond the job. Check out our benefits at Danaher Benefits Info. At Cytiva we believe in designing a better, more sustainable workforce. We recognize the benefits of flexible, remote working arrangements for eligible roles and are committed to providing enriching careers, no matter the work arrangement. This position is eligible for a remote work arrangement in which you can work remotely from your home. Additional information about this remote work arrangement will be provided by your interview team. Explore the flexibility and challenge that working for Cytiva can provide. The annual salary range for this role is $110,000.00-125,000.00. This is the range that we in good faith believe is the range of possible compensation for this role at the time of this posting. This range may be modified in the future. This job is also eligible for bonus/incentive pay. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. #LI-GCC Join our winning team today. Together, we'll accelerate the real-life impact of tomorrow's science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life. For more information, visit **************** Danaher Corporation and all Danaher Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The U.S. EEO posters are available here. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. 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:************** or applyassistance@danaher.com.
    $110k-125k yearly 1d ago
  • Chief Operating Officer (COO) - Mortgage Lending (REMOTE)

    Amerisave Mortgage 4.3company rating

    Vancouver, WA jobs

    Description AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role OverviewThe Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities Operational Strategy & Execution Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives. Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach. Leadership & Team Management Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement. Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives. Financial & Performance Management Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth. Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making. Regulatory Compliance & Risk Management Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices. Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures. Technology & Innovation Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform. Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times. Cross-Functional Collaboration Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives. Qualifications & Experience Education Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred). Professional Experience Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks. Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment. Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets. Skills & Competencies Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams. Strong analytical mindset with a data-driven approach to problem-solving and decision-making. Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously. High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance. What We Offer Competitive Compensation & Benefits Attractive executive compensation package, including base salary and performance-based incentives. Comprehensive health, dental, vision, and retirement plans. Professional Growth Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning. **Please note that the compensation and benefit information that follows is a good faith estimate for this position only and is provided pursuant to applicable state and local laws on pay transparency. It is estimated based on what a successful applicant in the relevant state might be paid. ** Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits: 401(k) Dental insurance Disability insurance Employee discounts Health insurance Life insurance Paid time off 12 paid holidays per year Paid training Referral program Vision insurance AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. California Consumer Privacy Act Disclosure Acknowledgment Employment Applicants, New Hires, and Employees Residing in California AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
    $138k-183k yearly est. Auto-Apply 1d ago

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