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  • Associate with Goal to Transition to Ownership - north suburbs of Chicago

    Rain City Dentistry 3.9company rating

    San Francisco, CA jobs

    Associate with Goal to Transition to Ownership - north suburbs of Chicago Well-established busy orthodontic practice with strong growth potential is searching for an Associate Orthodontist to join our team. Orthodontist will have a pathway to ownership. Our all fee for service practice is in the north suburbs of Chicago, with strong referrals from doctors and patients. The office is modern with digital pan/ceph, Itero scanners, and computers at all workstations. We have an experienced stable staff who enjoy working together to deliver high quality care. This is a unique opportunity for an individual to join a thriving practice who is looking for financial and professional rewards of practice ownership in the next few years. Qualifications 2-3 years of work experience strongly preferred Excellent communication and interpersonal skills Ability to work independently and as part of a team Attention to detail and commitment to providing high-quality patient care Licensure in state of Illinois Please email a CV and a description of your background and professional goals to ************************ #J-18808-Ljbffr
    $118k-198k yearly est. 2d ago
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  • Associate

    Accordion 4.3company rating

    Chicago, IL jobs

    We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Turnaround & Restructuring Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings. We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives. This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.. This position is not eligible for immigration sponsorship. What You'll Do: Perform analysis of current and historical business performance and capital structure Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs Create dynamic financial models that exhibit the client's historical and potential future performance Support the creation and preparation of corporate strategic plans Provide implementation support to approved business plans and strategies Engage with client personnel and management as necessary to achieve objectives Develop and furnish appraisal of business options and contingency plans as needed Effectively gather, analyze, and organize large data sets which may be incomplete Support the development of quality client deliverables Provide interim support on operating functions and job duties as directed Assist in bankruptcy preparation and administration Travel to client site as needed You Have: Bachelor's degree in finance and/or accounting is preferred Graduate business degree with concentration in finance, accounting and/or operations preferred Minimum 3+ years of relevant professional work experience Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models Highly proficient in Microsoft Word, Excel, and PowerPoint Ability to build and sustain strong and trusted relationships with colleagues and stakeholders Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning Capacity to thrive in a fast-paced, challenging, and uncertain environment Deep understanding of how to interpret and analyze financial statements Possess strong analytical and business writing skills Able to work well under pressure and independently yet understand when to ask for guidance You Are: A self-starter with a strong work ethic A leader of others; you lead by example A strong team player, able to work with team members across all levels Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing). Excited to be part of a growing team, with a focus on driving future growth Full of entrepreneurial spirit and comfortable in a fluid, flat organization Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies Passionate about delivering exceptional client service Someone who enjoys mentoring others and doing meaningful work Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-VL1
    $33k-72k yearly est. 8d ago
  • Associate, Investment Operations Associate

    Blackrock 4.4company rating

    Philadelphia, PA jobs

    **About this role** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About the Role** BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking an Investment Operations Associate who can support middle office functions for our tax managed strategies. **Responsibilities** - Perform daily cash and position reconciliation of several thousand separately managed accounts. - Collaborate with custodians, brokers, and internal partners to resolve issues related to daily processes, daily data delivery, trade settlement, and security setup. - Work on projects to streamline operations, automate processes, and reduce errors. - Monitor the posting of corporate actions and trades in our internal portfolio accounting system. - Respond to various internal and external client inquiries and requests. - Set up new custodians, platforms, and interfaces. - Ensure continuous process optimization and improvements are in place for a best controlled, risk handled, and scalable operations service team. - Other duties as assigned. **Requirements** - Bachelor's degree required. Preferably in business, math, finance or related fields. - 2-5 years of experience in operations at an investment management firm. - Background in portfolio accounting and middle office functions is a must. - Experience in working with long short strategies is preferred. - Track record of working in teams to support operational processes. - Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers). - Exceptional attention to detail and problem solving abilities. - Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus. - Ability to operate/prioritize effectively and adhere to tight deadlines. - Demonstrated ability to be flexible and adapt to changing circumstances. For Philadelphia, PA Only the salary range for this position is USD$95,000.00 - USD$127,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $95k-127.5k yearly 8d ago
  • Associate Advisor - Seattle

    Brighton Jones 4.1company rating

    Seattle, WA jobs

    Ready to make a meaningful impact? At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive "Best Places to Work" awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. We are looking for our next Associate Advisor. In this role, Associate Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: Manage the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process. Primary point of contact for custodians around all operational and tactical service matters Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed Work with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members. Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation Manages tax coordination and execution for clients' personal and trust accounts. > Your Experience: 2 - 4 years of experience in financial planning, wealth management or a related industry preferred; expected to be current with industry trends, terminology and concepts Undergraduate degree required Series 65 or equivalent required within first 120 days of employment Interest in or currently pursuing the CERTIFIED FINANCIAL PLANNERTM (CFP) Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job Organizational - handle multiple client relationships with contending priorities and coordinate team member resources most effectively Delegation - increase capacity by managing and delegating tasks to the right level, ensure accurate and timely completion Presentation - present complex concepts and ideas in a professional, persuasive and easily comprehendible way to clients, in written and verbal form This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility Skills & Attributes: Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows Exceptional communication skills, both written and verbal, with clients and co-workers Exceptional interpersonal skills and demonstrated teamwork mentality Must be able to project a capable and trustworthy image Must be a self-starter and proactively manage workload, communications, and ownership of tasks Commitment to excellence and high standards Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm A high degree of personal integrity, maturity, and acute attention to detail Strong analytical and problem-solving skills Compensation: Pay: $70,000 - $95,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Everyone in the company has a pathway to ownership. Our Company At Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues. Diversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities. At Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities-including a path to ownership for every teammate. In your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values. What to Expect in the Hiring Process 1. Values in Action Self-Assessment - At Brighton Jones we don't just talk about our values, we live by them! We've operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action. 2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company. 3. Role Alignment - Next you'll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences. 4. Full Loop - You'll meet the team in two, back-to-back interviews with team members you're likely to work with. During these conversations, we'll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position. 5. Decision and Next Steps - As a final step in the process, our team will debrief to determine next steps - whether that's a hiring decision, reference check, or a conversation with a senior leader. We aim to wrap up the process thoughtfully and efficiently. 6. What's Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we'll let you know our decision as quickly as we can. If this role isn't a good fit, we invite you to stay connected and apply again. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $70k-95k yearly 8d ago
  • Sales and Service Associate

    24 Hour Fitness USA, Inc. 4.7company rating

    Redlands, CA jobs

    Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members Sales, Associate, Service, Fitness, Retail, Manufacturing
    $137k-175k yearly est. 5d ago
  • Sales and Service Associate

    24 Hour Fitness USA, Inc. 4.7company rating

    Los Angeles, CA jobs

    Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members Sales, Associate, Service, Fitness, Retail, Manufacturing
    $138k-175k yearly est. 5d ago
  • Sales and Service Associate

    24 Hour Fitness USA, Inc. 4.7company rating

    Austin, TX jobs

    Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members Sales, Associate, Service, Fitness, Retail, Manufacturing
    $87k-109k yearly est. 8d ago
  • Sales and Service Associate

    24 Hour Fitness Worldwide, Inc. 4.7company rating

    Austin, TX jobs

    FULL-TIME Part-time Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to being the best part of each other's day and who have a genuine desire to help our members achieve results they can feel proud of. You're excited about this role because you will: * Share your passion for fitness by helping new members get started on their fitness journey. * Apply your ability to make genuine connections with people, seek to understand their unique needs, and prescribe the perfect solution. You'll spend your days: Developing first-name relationships with members, answering questions, resolving concerns, and putting both members and guests in touch with the appropriate resources. You help keep our gym clean, well-maintained, and safe for members and guests. Delivering an outstanding and well-rounded sales and service experience to all guests and members by ensuring a welcoming, informative, and inclusive experience when they visit - you help inspire them to take the right next steps in pursuing their fitness goals within our community. Supporting an exceptional new member onboarding experience that helps members get connected to our fitness offerings. You are the first face they see when they walk in, so your friendly greeting/check-in and prompt attention to their needs have a meaningful impact on their sense of belonging. We're excited about you because you: Are authentic, sincere and open-minded; you show up as who you are; you are self-motivated, passionate about helping others, eager to learn, and have a genuine interest in helping others. Strive to excel, exceed goals, have a can-do attitude and embraces failure as an opportunity to grow and learn. Love to achieve or exceed your goals, and you have a genuine service mentality. You have 1+ years of retail or fitness sales experience. Note: CPR and AED certification required within 60 days of employment. VARIABLE COMPENSATION: Team Members in this role are eligible to participate in 24 Hour Fitness's Fitness Sales and Membership Sales Commission Plans. These plans reward exceptional service, incentivize success, and empower earning potential by aligning pay with your contributions. Availability * Full-time, with flexible availability across weekdays, weekends, and holidays to best serve our member community Travel Requirement * Minimum travel may be required for training purpose and lead generation. DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary. FUNCTIONAL GROUP Service
    $87k-109k yearly est. 8d ago
  • Associate, Investment Operations Associate

    Blackrock, Inc. 4.4company rating

    Philadelphia, PA jobs

    BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base fro Operations Associate, Associate, Operations, Investment, Portfolio Manager, Accounting, Manufacturing
    $69k-96k yearly est. 8d ago
  • Sales and Service Associate

    24 Hour Fitness Worldwide, Inc. 4.7company rating

    Irving, TX jobs

    FULL-TIME Part-time Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to being the best part of each other's day and who have a genuine desire to help our members achieve results they can feel proud of. You're excited about this role because you will: * Share your passion for fitness by helping new members get started on their fitness journey. * Apply your ability to make genuine connections with people, seek to understand their unique needs, and prescribe the perfect solution. You'll spend your days: Developing first-name relationships with members, answering questions, resolving concerns, and putting both members and guests in touch with the appropriate resources. You help keep our gym clean, well-maintained, and safe for members and guests. Delivering an outstanding and well-rounded sales and service experience to all guests and members by ensuring a welcoming, informative, and inclusive experience when they visit - you help inspire them to take the right next steps in pursuing their fitness goals within our community. Supporting an exceptional new member onboarding experience that helps members get connected to our fitness offerings. You are the first face they see when they walk in, so your friendly greeting/check-in and prompt attention to their needs have a meaningful impact on their sense of belonging. We're excited about you because you: Are authentic, sincere and open-minded; you show up as who you are; you are self-motivated, passionate about helping others, eager to learn, and have a genuine interest in helping others. Strive to excel, exceed goals, have a can-do attitude and embraces failure as an opportunity to grow and learn. Love to achieve or exceed your goals, and you have a genuine service mentality. You have 1+ years of retail or fitness sales experience. Note: CPR and AED certification required within 60 days of employment. VARIABLE COMPENSATION: Team Members in this role are eligible to participate in 24 Hour Fitness's Fitness Sales and Membership Sales Commission Plans. These plans reward exceptional service, incentivize success, and empower earning potential by aligning pay with your contributions. Availability * Full-time, with flexible availability across weekdays, weekends, and holidays to best serve our member community Travel Requirement * Minimum travel may be required for training purpose and lead generation. DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary. FUNCTIONAL GROUP Service
    $85k-106k yearly est. 8d ago
  • Trading & Operations Associate

    Advisor Group 3.9company rating

    New York, NY jobs

    Current Employees and Contractors Apply Here Osaic Careers Asset Management Opportunity in Financial Services Trading and Operations Associate Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants located must be willing to work this schedule. Osaic is not considering remote candidates at this time. Role Type: Full time Salary: $75,000 - $80,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits. Summary: Ladenburg Thalmann Asset Management (LTAM), a member of Osaic, is a registered investment advisor with over $7 billion assets under management. We are seeking a dedicated self-starter to add to the Asset Management team as a Trading and Operations Associate. Candidates must be extremely detail oriented with exceptional communication skills. Responsibilities: Trading Tasks Actively trade and rebalance the model portfolios comprised of ETFs and mutual funds Generate orders in accounts using various systems Monitor concentration percentages of each fund for trading and risk management Monitor cash flows in accounts and execute trades accordingly Answer advisors' questions on all trading activity, market analysis and portfolio rebalancing Verify previous day's trades Invest new accounts and track dollar cost averaging schedule for partially invested accounts Track and monitor accounts with systematic withdrawals, restricted positions, pending distributions and any other exceptions Receive and process all account servicing forms for certain platforms (withdrawals, beneficiary updates, address changes) Review the firm's five strategic asset allocation for adjustments to the portfolios along with the investment policy committee Create dispersion report for accounts with restrictions Provide updated model allocations to appropriate platforms and verify changes have been made All other duties as assigned Operational Tasks Account servicing tasks such as processing withdrawals, beneficiary updates, address changes, etc. Establishing accounts on Black Diamond and various custodial platforms Monitoring cash flows in accounts and trade and bill accordingly Preparing assets under management, projected revenue and profitability reports for executives Education Requirements: Bachelor's degree is required. Basic Requirements: 2-5 years' experience in a similar professional capacity Excellent verbal and written communication skills Dedicated work ethic and strong organizational skills Willingness to work extended hours in order to meet project deadlines Ability to work independently with little or no direction Must possess excellent computer skills and be proficient using Microsoft applications including Excel, Word, PowerPoint and Outlook. Preferred Requirements: FINRA Series 7 preferred Accounting experience Current Employees and Contractors Apply Here
    $75k-80k yearly 8d ago
  • Senior Product Associate, API Marketplace Platform

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA jobs

    Job Identification 210701306 Job Category Product Management Business Unit Consumer & Community Banking Posting Date 01/14/2026, 01:35 PM Job Schedule Full time Job Description Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in API Management Platform, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery Considers and plans for upstream and downstream implications of new product features on the overall product experience Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle Writes the requirements, epics, and user stories to support product development Works with business application owners and development teams to define business requirements, lead scope definition, drive technical implementation, end-to-end testing, and operational readiness Writes and maintains epics and stories in JIRA, evaluating readiness and outcomes, and proceeding with additional iterations, develop and prioritize a product backlog, and lead collaborative scrum events (backlog refinement, sprint planning, sprint review and sprint retrospectives) Helps orchestrate supporting products' changes Supports customer migration planning and execution as we transition Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise in product management or a relevant domain area Proficient knowledge of the product development life cycle Experience in product life cycle activities including discovery and requirements definition Developing knowledge of data analytics and data literacy Strong communication and stakeholder engagement skills including the ability to translate technical concepts into business value Highly collaborative, detail-oriented, and proactive in driving complex initiatives forward Proficient in JIRA and other work management tools Excellent oral and written communication and presentations skills across various stakeholders and senior management; ability to synthesize large amounts of information, summarize key concepts and articulate relevant issues to senior management Ability to deal with different stakeholder groups to elicit business requirements, processes and data trends Ability to work in a high-paced environment, be flexible, follow tight deadlines, organize, and prioritize work with minimal oversight Preferred qualifications, capabilities, and skills Bachelor's degree or equivalent work experience Technical knowledge to propose and influence new product and feature explorations, especially in enterprise-scale APIs Experience with API platforms or developer platforms AWS Certified Cloud Practitioner or similar familiarity with AWS or other Cloud platforms FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. #J-18808-Ljbffr
    $122k-167k yearly est. 3d ago
  • Sales and Service Associate

    24 Hour Fitness USA, Inc. 4.7company rating

    Fort Worth, TX jobs

    Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members Sales, Associate, Service, Fitness, Retail, Manufacturing
    $85k-106k yearly est. 8d ago
  • Sales and Service Associate

    24 Hour Fitness Worldwide, Inc. 4.7company rating

    Fort Worth, TX jobs

    FULL-TIME Part-time Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to being the best part of each other's day and who have a genuine desire to help our members achieve results they can feel proud of. You're excited about this role because you will: * Share your passion for fitness by helping new members get started on their fitness journey. * Apply your ability to make genuine connections with people, seek to understand their unique needs, and prescribe the perfect solution. You'll spend your days: Developing first-name relationships with members, answering questions, resolving concerns, and putting both members and guests in touch with the appropriate resources. You help keep our gym clean, well-maintained, and safe for members and guests. Delivering an outstanding and well-rounded sales and service experience to all guests and members by ensuring a welcoming, informative, and inclusive experience when they visit - you help inspire them to take the right next steps in pursuing their fitness goals within our community. Supporting an exceptional new member onboarding experience that helps members get connected to our fitness offerings. You are the first face they see when they walk in, so your friendly greeting/check-in and prompt attention to their needs have a meaningful impact on their sense of belonging. We're excited about you because you: Are authentic, sincere and open-minded; you show up as who you are; you are self-motivated, passionate about helping others, eager to learn, and have a genuine interest in helping others. Strive to excel, exceed goals, have a can-do attitude and embraces failure as an opportunity to grow and learn. Love to achieve or exceed your goals, and you have a genuine service mentality. You have 1+ years of retail or fitness sales experience. Note: CPR and AED certification required within 60 days of employment. VARIABLE COMPENSATION: Team Members in this role are eligible to participate in 24 Hour Fitness's Fitness Sales and Membership Sales Commission Plans. These plans reward exceptional service, incentivize success, and empower earning potential by aligning pay with your contributions. Availability * Full-time, with flexible availability across weekdays, weekends, and holidays to best serve our member community Travel Requirement * Minimum travel may be required for training purpose and lead generation. DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary. FUNCTIONAL GROUP Service
    $85k-106k yearly est. 8d ago
  • Sales and Service Associate

    24 Hour Fitness Worldwide, Inc. 4.7company rating

    Los Angeles, CA jobs

    FULL-TIME Part-time Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to being the best part of each other's day and who have a genuine desire to help our members achieve results they can feel proud of. You're excited about this role because you will: * Share your passion for fitness by helping new members get started on their fitness journey. * Apply your ability to make genuine connections with people, seek to understand their unique needs, and prescribe the perfect solution. You'll spend your days: Developing first-name relationships with members, answering questions, resolving concerns, and putting both members and guests in touch with the appropriate resources. You help keep our gym clean, well-maintained, and safe for members and guests. Delivering an outstanding and well-rounded sales and service experience to all guests and members by ensuring a welcoming, informative, and inclusive experience when they visit - you help inspire them to take the right next steps in pursuing their fitness goals within our community. Supporting an exceptional new member onboarding experience that helps members get connected to our fitness offerings. You are the first face they see when they walk in, so your friendly greeting/check-in and prompt attention to their needs have a meaningful impact on their sense of belonging. We're excited about you because you: Are authentic, sincere and open-minded; you show up as who you are; you are self-motivated, passionate about helping others, eager to learn, and have a genuine interest in helping others. Strive to excel, exceed goals, have a can-do attitude and embraces failure as an opportunity to grow and learn. Love to achieve or exceed your goals, and you have a genuine service mentality. You have 1+ years of retail or fitness sales experience. Note: CPR and AED certification required within 60 days of employment. VARIABLE COMPENSATION: Team Members in this role are eligible to participate in 24 Hour Fitness's Fitness Sales and Membership Sales Commission Plans. These plans reward exceptional service, incentivize success, and empower earning potential by aligning pay with your contributions. Availability * Full-time, with flexible availability across weekdays, weekends, and holidays to best serve our member community Travel Requirement * Minimum travel may be required for training purpose and lead generation. DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary. Benefits Summary 24 Hour Fitness offers benefit programs designed to meet the diverse needs of all team members, including health coverage, as well as Company paid benefits that are automatically provided at no cost, such as group life and accident insurance. There are eligibility requirements for each plan based on your position, hire and/or service date and your average hours worked. Benefit eligible team members may also accrue vacation hours. All 24 Hour Team members, and their eligible dependents, receive a complimentary membership. Compensation Summary All Employees: Free Club Membership, Employee Assistance Program (EAP), Basic Group Live and AD&D Insurance ($10,000), and 401k Savings and Investment Plan. Average of 30 hours or more per week: Medical/Dental/Vision Benefits, Paid Time Off, and Sickness Benefits (in addition to the above). Actual offer may vary from posted hiring range based on location, work experience, and/or education. Pay Range: $17.87 - $17.87 FUNCTIONAL GROUP Service
    $17.9-17.9 hourly 4d ago
  • Entry Level - Associate Member Relationship Specialist (Part-Time Teller 1 - Rancho Cucamonga)

    Arrowhead Credit Union 3.6company rating

    Rancho Cucamonga, CA jobs

    Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations. Position hours vary between: * 8:30 am - 5:30 pm Monday through Friday * 8:30 am - 2:30 pm Saturday This opportunity is ideal if you are: Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning how to open financial memberships and assist with loan requests. Passionate about financial education and finding solutions. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc. Assists with member research and problem resolution. Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines. Works within given limits and authority; proactively seeks supervisory assistance as needed. Promotes credit union products and services and actively refers members to credit union partners as appropriate. Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization. Is courageous and willing to make decisions that result in positive member outcomes. Development Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives. Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships. Suggests and participates in credit union community service opportunities and events. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility. Regular and predictable attendance and punctuality. Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire Paid sick leave Company-provided life insurance at up to twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Pet Insurance Career Development * Career development opportunities * Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $22.32/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
    $22.3-32.1 hourly 8d ago
  • Entry Level - Associate Member Relationship Specialist (Part Time Teller 1 - Rancho Cucamonga)

    Arrowhead Credit Union 3.6company rating

    Rancho Cucamonga, CA jobs

    Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professio Relationship Specialist, Teller, Associate, Part Time, Relationship, Entry Level, Banking, Business Services
    $35k-47k yearly est. 8d ago
  • Sales and Service Associate

    24 Hour Fitness Worldwide, Inc. 4.7company rating

    Mission Viejo, CA jobs

    FULL-TIME Part-time Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to being the best part of each other's day and who have a genuine desire to help our members achieve results they can feel proud of. You're excited about this role because you will: * Share your passion for fitness by helping new members get started on their fitness journey. * Apply your ability to make genuine connections with people, seek to understand their unique needs, and prescribe the perfect solution. You'll spend your days: Developing first-name relationships with members, answering questions, resolving concerns, and putting both members and guests in touch with the appropriate resources. You help keep our gym clean, well-maintained, and safe for members and guests. Delivering an outstanding and well-rounded sales and service experience to all guests and members by ensuring a welcoming, informative, and inclusive experience when they visit - you help inspire them to take the right next steps in pursuing their fitness goals within our community. Supporting an exceptional new member onboarding experience that helps members get connected to our fitness offerings. You are the first face they see when they walk in, so your friendly greeting/check-in and prompt attention to their needs have a meaningful impact on their sense of belonging. We're excited about you because you: Are authentic, sincere and open-minded; you show up as who you are; you are self-motivated, passionate about helping others, eager to learn, and have a genuine interest in helping others. Strive to excel, exceed goals, have a can-do attitude and embraces failure as an opportunity to grow and learn. Love to achieve or exceed your goals, and you have a genuine service mentality. You have 1+ years of retail or fitness sales experience. Note: CPR and AED certification required within 60 days of employment. VARIABLE COMPENSATION: Team Members in this role are eligible to participate in 24 Hour Fitness's Fitness Sales and Membership Sales Commission Plans. These plans reward exceptional service, incentivize success, and empower earning potential by aligning pay with your contributions. Availability * Full-time, with flexible availability across weekdays, weekends, and holidays to best serve our member community Travel Requirement * Minimum travel may be required for training purpose and lead generation. DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary. Benefits Summary 24 Hour Fitness offers benefit programs designed to meet the diverse needs of all team members, including health coverage, as well as Company paid benefits that are automatically provided at no cost, such as group life and accident insurance. There are eligibility requirements for each plan based on your position, hire and/or service date and your average hours worked. Benefit eligible team members may also accrue vacation hours. All 24 Hour Team members, and their eligible dependents, receive a complimentary membership. Compensation Summary All Employees: Free Club Membership, Employee Assistance Program (EAP), Basic Group Live and AD&D Insurance ($10,000), and 401k Savings and Investment Plan. Average of 30 hours or more per week: Medical/Dental/Vision Benefits, Paid Time Off, and Sickness Benefits (in addition to the above). Actual offer may vary from posted hiring range based on location, work experience, and/or education. Pay Range: $16.90 - $16.90 FUNCTIONAL GROUP Service
    $16.9-16.9 hourly 8d ago
  • Bilingual Sales Associate

    Ace Cash Express, Inc. 4.4company rating

    Orlando, FL jobs

    Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Bilingual, Associate, Sales, Retail
    $20k-29k yearly est. 8d ago
  • Part Time Sales Associate

    Ace Cash Express, Inc. 4.4company rating

    Jacksonville, FL jobs

    Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Part Time, Associate, Sales, Retail
    $21k-29k yearly est. 8d ago

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