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Partner jobs at Robinhood - 325 jobs

  • Talent Management Partner, Performance

    Robinhood 4.7company rating

    Partner job at Robinhood

    Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. We're looking for someone to lead the way we think about performance, growth, and top talent. This role owns the full strategy and execution of performance management at Robinhood-how we set expectations, assess performance, recognize impact, and grow our strongest people. You'll also take the lead on talent reviews and succession planning, helping us ensure we have the right people in the right roles now and in the future. This role sits on the Talent Management team and is scoped to make a real impact-both at the company level and at the team level. You'll partner deeply across the People Team (PX) and the business to drive clarity, consistency, and accountability around performance. If you're someone who can move between high-level strategy and detailed execution without dropping the ball-this is a role where you'll thrive. This role is based in our Chicago, IL, Menlo Park, CA, and New York, NY offices, with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do Lead the strategy and execution of performance reviews, talent reviews, succession planning, feedback practices, and related programs end-to-end. Build systems, tools, and processes that make performance management simple, data-driven, and high-impact. Be a thought leader on the use of AI in performance management-pioneering how we apply AI to streamline workflows, surface insights, and deliver richer, more actionable feedback at scale. Partner with leaders across the business to ensure our programs reinforce and strengthen a high-performance culture. Translate complex ideas into clear guidance and resources that enable managers and employees to deliver impact. What you bring 6-8+ years of experience in program management, with at least 5 years owning performance strategy at a global level Strong organization skills and ability to thrive in a fast moving, changing environment Ability to build out strategy, drive, and execute programs seamlessly Excellent cross-functional skills and ability to align stakeholders on program design and rollout What we offer Challenging, high-impact work to grow your career. Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching. Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents. Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more. Employer-paid life & disability insurance, fertility benefits, and mental health benefits. Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! Exceptional office experience with catered meals, events, and comfortable workspaces. In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $140,000 - $165,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $123,000 - $145,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $110,000 - $129,000 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you're ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work-welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the for your country of application.
    $140k-165k yearly Auto-Apply 51d ago
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  • Hybrid Private Banking Communications Partner

    Citizens Bank 3.7company rating

    San Francisco, CA jobs

    A financial institution is seeking a Communications Partner to join its Private Banking team in San Francisco, CA. This role involves developing strategic communication initiatives to enhance the bank's brand and reputation. The ideal candidate will have over 3 years of experience in internal or external communications, excellent writing skills, and a passion for storytelling. This position requires being in the office 4 days a week, with a competitive salary range of $68,500-$100,000 plus bonus opportunities. #J-18808-Ljbffr
    $68.5k-100k yearly 4d ago
  • Hybrid Global Tax Principal - Private Markets & Funds

    GCM Grosvenor 4.3company rating

    Chicago, IL jobs

    A global alternative asset management firm is seeking a Tax Principal to manage tax compliance for investment partnerships. The role requires at least 8 years of tax experience and proficiency in Microsoft Excel. Candidates should have strong organizational skills, expertise in federal and international tax, and excellent communication abilities. The position includes a competitive salary range of $150,000 - $185,000 USD and offers a hybrid work environment. #J-18808-Ljbffr
    $150k-185k yearly 5d ago
  • Private Banking Communications Partner

    Citizens Bank 3.7company rating

    San Francisco, CA jobs

    Do you want to work on a high-energy, award-winning communications team? Citizens is seeking an enthusiastic and responsible communications professional to join our team as a Communications Partner, Private Banking Specialist. This role offers an exciting opportunity to develop integrated internal and external communication initiatives for Citizens' growing Private Banking division. This position will develop and execute strategic communications programming that promotes Citizens Private Bank's business priorities - both nationally and in key regional markets - while also helping advance Citizens' overall corporate brand and reputation. The role will involve helping drive integrated communications strategy and content, spanning executive communications, internal, and external communications, to amplify the company narrative, engage colleagues and drive earned media coverage. The ideal candidate will possess excellent written and verbal communication skills, a strong understanding of communication strategies, and a passion for storytelling. If you are a creative, results-driven professional with background in internal communications, corporate communications or public relations, we would love to hear from you! Primary responsibilities will include: Communications planning: Manage integrated and internal and external strategic communications plans and programming that align with the Private Bank's business priorities. Shape and guide the communications narrative through engaging, integrated communications tactics. Stakeholder relationship management: Collaborate with cross-functional teams to gather information and develop key messaging for communications initiatives. Develop a rapport with business leadership and partners, providing guidance as needed. Tactical execution: Create and deliver engaging and compelling writing and verbal communication for internal and external audiences. Write talking points, briefing documents, leader messages, intranet articles, press releases, key messages, media statements, social media and award submissions. Support senior-level executive communications and town halls, including event planning, logistics, talking points and decks. Media Relations: Build relationships with media outlets, industry influencers, and other stakeholders to promote and grow Citizens Private Bank's brand reputation. Represent Citizens at media interviews/meetings, industry events, conferences, and speaking engagements. Manage and maintain earned media coverage tracker. Monitoring and measurement: Identify key metrics and manage measurement plan to ensure communication activities are efficient, effective, and scalable. Measure the effectiveness of communication efforts and make recommendations for improvement. Trendspotting: Monitor industry trends and proactively identify storytelling opportunities to enhance Citizens' brand and reputation. Conduct market research and gather data and insights to enhance storytelling. Experience and Skills 3+ years of experience in external communications and/or internal, ideally within a dynamic, fast-paced environment or PR agency. Experience in financial services and/or corporate communications is highly desirable. A passionate, confident writer. Strong written and verbal communications skills, as well as editing, proofreading, and presentation design skills. Strong storytelling skills, with the ability to craft messages that connect and resonate across a diverse audience. Experience working at an established brand is a plus, and eagerness to learn more about the banking industry. Extremely organized with the ability to manage multiple projects and meet deadlines. Adaptable, proactive, creative, and forward-thinking. Education Bachelor's degree, preferably in communications, marketing, journalism, or related field required. To thrive as a colleague at Citizens, candidates must demonstrate a strong customer‑centric mindset, exhibit persistence and resilience in the face of challenges, and embrace continuous learning to adapt and grow in a dynamic environment. Hours and Work Schedule (4 days in office, 1 day remote) Hours per Week: 40 Work Schedule: Monday-Friday This position will be based at our corporate office in San Francisco, CA and is required to be in the office 4 days each week. Pay Transparency The salary range for this position is $68,500-$100,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Citizens will not sponsor an applicant for a work visa, such as an H-1B, for this position. #LI-Citizens2 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr
    $68.5k-100k yearly 4d ago
  • Director of Technical Partnerships & Roadmaps

    Booster 4.1company rating

    Mountain View, CA jobs

    A leading robotics company is seeking a Program Director for Technical Partnerships in Mountain View, CA. This role requires managing key technical partnerships and ensuring effective collaboration between teams. You will define technical strategies, drive alignment on project deliverables, and address potential risks. Ideal candidates should have over 7 years of experience in program management within a tech environment, strong communication skills, and a background in engineering. The expected salary range is $200,000 - $260,000, commensurate with experience. #J-18808-Ljbffr
    $200k-260k yearly 1d ago
  • Principal, HashiCorp Vault Expert

    Fidelity Investments 4.6company rating

    Roanoke, TX jobs

    In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team. The Expertise You Have and The Skills You Bring Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline 5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role You have systems and application management experience on Linux/UNIX platforms You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure You have experience with networking, firewalls, and load balancers You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS You develop advanced, customized workflows and automated processes for/with vendor applications You have strong scripting & automation skills, specifically in Python and Ansible You have excellent written and verbal communication skills with the ability to present to both technical and business audiences You have demonstrated experience in leading small technical teams You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements The Team In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support. The base salary range for this position is $107,000-216,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $68k-87k yearly est. 6d ago
  • Investment Principal

    Partners Capital 4.4company rating

    New York, NY jobs

    The Investment Principal on the Client CIO team located in New York will oversee multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment. Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief Investment Officer (CIO) for their clients, with end-to-end management responsibility for the investment process of client portfolios. Key responsibilities include: Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm's Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs. Client-Facing Responsibilities: Investment Principals are key day-to-day contacts for clients, across regular portfolio review meetings and ongoing portfolio dialogue. Maintaining open dialogue with clients and responding to ad-hoc requests related to, for example: external investment opportunities, charitable giving and/or estate planning. Meeting Preparation: Directing the agenda and supporting materials for client update meetings across portfolio, performance and market / macroeconomic topics. Leading meeting discussions and responding to client questions regarding investment strategy. Team Leadership & Development: Managing, developing and mentoring junior team members who will support the Investment Principal in their range of responsibilities. Other (Secondary Focus): As with all other members of the Firm, the Investment Principal will take on other activities and projects that contribute to the success of the business. Examples may include: recruiting and training junior members of the team, working with our internal DEI council and business associates, and/or assisting with business development. Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels. Qualifications / Attributes Deep understanding and active passion for investing and markets 8+ years' experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) Strong quantitative skills and detail-orientation Excellent problem-solving and interpersonal skills Ability to thrive in a collaborative working environment High intellectual curiosity and willingness to contribute to the overall success of the business Experience mentoring, training and leading junior team members Benefits Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. New York requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our New York office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in New York is $160,000 - $210,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program. Further information about Partners Capital is available on our website ********************* For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice
    $160k-210k yearly 1d ago
  • Client Business Partner

    BBSI 3.6company rating

    Colorado Springs, CO jobs

    Everything we do at BBSI is in support of business owners. We facilitate conversations around a broad range of organizational areas that allow business owners to run their companies more effectively. With 69 branches across the country, our large footprint and decentralized structure allow us to offer our clients a high-touch, relationship-based experience. We stand shoulder-to-shoulder with them and enable them to view their businesses-and their roles as owners-differently. Every business owner is on a journey. BBSI is with them every step of the way. The Business Partner role provides leadership to our business-owner clients and our internal team of experts. This person must demonstrate strong business acumen, and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver results for our clients and internal teams. The BBSI Business Partner is responsible for leading a multi-million dollar business unit that consults on a broad range of organizational development and operational issues. The primary objective of the Business Partner is to lead a team of subject matter experts in delivery of high-impact solutions that grow revenue and profits for small to mid-size clients as well as partner with client business owners to accelerate growth, reduce loss, and build better companies. The Business Partner will collaborate with client companies to educate, advise, and influence them on matters involving, but not limited to, cultural development, change management, strategic planning, and growth strategy. This position is a full time, exempt position that reports to the Area Manager and works in partnership with other positions within the business unit and branch. Requirements 1. Ability to lead transformative projects with multiple clients across diverse industries 2. Define strategic vision and deliver solutions that competitively position companies for business challenges of both today and tomorrow 3. Prior P&L responsibility and accountability 4. Organization and team development 5. Ability to align culture, vision and strategy 6. Direct operations in organizational development experience 7. Consultative mindset with multiple clients/units experience 8. Proven track record in successfully leading high performance teams 9. Demonstrated proficiency in conducting root cause analysis and generating revenue 10. Ability to benchmark, analyze and deliver measurable results to the business owner 11. Ability to manage time and shifting priorities in a high volume, complex work environment 12. Ownership Mentality 13. Excellent communication skills with ability to write, develop and deliver successful presentations to all levels of an organization 14. Coaching, mentoring, and training experience required 15. Experienced networker - business development responsibility ideal 16. Bachelor's degree required; advanced degree desired 17. At least 10 years of related business experience 18. Six Sigma (Black or Green Belt) or equivalent certification beneficial 19. Roughly 80% of time spent with clients at their location - primarily local 20. Extensive knowledge of MS Office Salary and Other Compensation: The starting salary range for this position is $100,000-125,000 annually. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate. This position is also eligible for incentive pay in accordance with the terms of the Company's plan. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program. Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually. Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit. If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices. Click here to review the BBSI Privacy Policy: *********************************** “California applicants: to see how we protect your data, visit our website at *********************************************************** *Posting expires 2/7/2026
    $100k-125k yearly 3d ago
  • Client Business Partner

    BBSI 3.6company rating

    San Luis Obispo, CA jobs

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

    BBSI 3.6company rating

    Denver, CO jobs

    Everything we do at BBSI is in support of business owners. We facilitate conversations around a broad range of organizational areas that allow business owners to run their companies more effectively. With 69 branches across the country, our large footprint and decentralized structure allow us to offer our clients a high-touch, relationship-based experience. We stand shoulder-to-shoulder with them and enable them to view their businesses-and their roles as owners-differently. Every business owner is on a journey. BBSI is with them every step of the way. The Business Partner role provides leadership to our business-owner clients and our internal team of experts. This person must demonstrate strong business acumen, and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver results for our clients and internal teams. The BBSI Business Partner is responsible for leading a multi-million dollar business unit that consults on a broad range of organizational development and operational issues. The primary objective of the Business Partner is to lead a team of subject matter experts in delivery of high-impact solutions that grow revenue and profits for small to mid-size clients as well as partner with client business owners to accelerate growth, reduce loss, and build better companies. The Business Partner will collaborate with client companies to educate, advise, and influence them on matters involving, but not limited to, cultural development, change management, strategic planning, and growth strategy. This position is a full time, exempt position that reports to the Area Manager and works in partnership with other positions within the business unit and branch. Requirements 1. Ability to lead transformative projects with multiple clients across diverse industries 2. Define strategic vision and deliver solutions that competitively position companies for business challenges of both today and tomorrow 3. Prior P&L responsibility and accountability 4. Organization and team development 5. Ability to align culture, vision and strategy 6. Direct operations in organizational development experience 7. Consultative mindset with multiple clients/units experience 8. Proven track record in successfully leading high performance teams 9. Demonstrated proficiency in conducting root cause analysis and generating revenue 10. Ability to benchmark, analyze and deliver measurable results to the business owner 11. Ability to manage time and shifting priorities in a high volume, complex work environment 12. Ownership Mentality 13. Excellent communication skills with ability to write, develop and deliver successful presentations to all levels of an organization 14. Coaching, mentoring, and training experience required 15. Experienced networker - business development responsibility ideal 16. Bachelor's degree required; advanced degree desired 17. At least 10 years of related business experience 18. Six Sigma (Black or Green Belt) or equivalent certification beneficial 19. Roughly 80% of time spent with clients at their location - primarily local 20. Extensive knowledge of MS Office Salary and Other Compensation: The starting salary range for this position is $107,000-125,000 annually. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate. This position is also eligible for incentive pay in accordance with the terms of the Company's plan. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program. Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually. Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit. If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices. Click here to review the BBSI Privacy Policy: *********************************** “California applicants: to see how we protect your data, visit our website at *********************************************************** *Posting expires 2/5/2026
    $107k-125k yearly 1d ago
  • Principal Risk and Compliance PM(Payments)

    Veem 4.5company rating

    San Francisco, CA jobs

    Department: Product Management Reports To: SVP of Product and Engineering About the Role: The Principal Product Manager - Risk & Compliance will own the roadmap for compliance and risk‑related products and capabilities across the organization. You will collaborate cross‑functionally with Engineering, Operations, Legal, and Risk teams to design scalable systems that ensure regulatory adherence, fraud prevention, and operational excellence across global markets. This strategic role is balancing regulatory rigor with product innovation to enable compliant, efficient, and customer‑friendly payment experiences. Key Responsibilities: Thought Leadership: Stay ahead of global regulatory trends and bring innovative compliance solutions to the product roadmap Product Leadership: Define and drive the vision, strategy, and roadmap for risk and compliance products and tools (e.g., transaction monitoring, KYC/KYB, AML, sanctions screening, and fraud prevention) Regulatory Enablement: Translate complex regulatory requirements (FinCEN, Fintrac, OFAC, PSD2, AUSTRAC, etc.) into scalable product features and processes Risk Management: Partner with Risk and Compliance teams to identify key risks and implement systems to detect and mitigate them in real time Cross‑Functional Collaboration: Work closely with Engineering, Data, Legal, and Operations to deliver compliance‑by‑design solutions Vendor & Partner Management: Evaluate and manage third‑party vendors providing compliance tools or data integrations (e.g., KYC providers, transaction screening APIs) Metrics & Reporting: Establish KPIs and dashboards to monitor compliance performance, operational risk, and fraud trends Customer Experience: Ensure that compliance processes remain frictionless, balancing user experience with regulatory obligations Qualifications: Bachelor's degree in Business, Computer Science, Finance, or related field (MBA preferred) 8+ years of experience in Product Management, with at least 3+ years in risk, compliance, or fraud within payments, fintech, or financial services Deep understanding of AML/CFT, sanctions, fraud, and data privacy regulations Proven ability to deliver compliant solutions that scale across multiple markets and jurisdictions Strong technical acumen - able to work closely with engineering teams and data pipelines Excellent communication, leadership, and stakeholder management skills Experience with compliance technology (KYC, transaction monitoring, sanctions APIs, etc.) is highly desirable What We Offer: Competitive salary and equity packages Flexible working hours and a remote‑friendly culture Health, dental, and vision insurance Learning and development budget A collaborative, growth‑oriented engineering culture Why Join Us: We are committed to driving innovation in FinTech: We have disruptive technology and will continue to build new products with this in mind. We are in a growth industry: The global financial services world is booming and projections are that the boom will grow. We reward hard work and initiative: Everyone at Veem is eligible for a bonus to reward you for your effort and contributions. We are growing and will continue to grow: If you want your career to grow, this is the place to be. You want to explore new ways of doing things: You want to build on your use of AI on the job? Bring it on! So do we! 3 words…Initial Public Offering Our goal is to go public and we are offering our valued employees options packages when they join Veem. This is your opportunity to potentially hit it big! #J-18808-Ljbffr
    $108k-173k yearly est. 3d ago
  • Manager - National Tax Office, Partnerships (J.D. Required)

    Eisneramper 4.8company rating

    Burlington, NY jobs

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Manager to join our National Tax Office. We are seeking someone who thrives in a growing environment, while providing clients with exceptional services. This individual will receive training and mentorship, along with opportunities for advancement and growth. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Work you'll be responsible for: Responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters Assist with M&A tax structuring and internal restructuring Draft emails and memos Draft Firm-wide alerts on current developments in federal income tax Assist with Firm-wide trainings in federal income tax Assist with Federal domestic tax due diligence in connection with M&A transactions Basic Qualifications: 4 + years of progressive federal income tax consulting experience (large law firm, large accounting firm, or IRS preferred) J.D. and Tax LL.M. Preferred Qualifications: Experience working with partnerships, S corporations, and/or C corporations Strong analytical and writing skills Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint) EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: . #LI-Remote #LI-TJ1 For Minnesota and Illinois, the expected salary range for this position is between $110,000 and $170,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. Preferred Location:New York For NYC and California, the expected salary range for this position is between 85000 and 150000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
    $110k-170k yearly 2d ago
  • Consulting Partner - Retail

    Tata Consulting Services 4.3company rating

    Chicago, IL jobs

    Seeking a dynamic Consulting Partner to lead business growth for our Retail Americas business unit. This leadership role will be responsible for developing and executing strategic consulting and sales initiatives aimed at expanding our existing account portfolios and driving revenue. This role will be responsible for building strong client relationships, engaging in solution-oriented consultative selling, and identifying new business opportunities in collaboration with account teams. Key responsibilities include: * Drive business growth by formulating and implementing strategic consulting and sales plans. * Expand existing account portfolio through effective client engagement and consultative selling. * Collaborate with account teams to proactively identify and qualify new business opportunities. * Lead the deal formation process, orchestrate sales activities, and establish a competitive edge by understanding client business challenges and aligning solutions with their priorities. * Leverage deep industry knowledge and awareness of technology trends to inform strategies and maximize business results. * Serve as a client-facing leader, cultivating long-term relationships and translating market insights into actionable sales tactics. Qualifications: * 10 years+ of proven success in enterprise IT services sales or consulting, including a minimum of 2 years selling to retail clients, with consistent sles target achievement * Exceptional ability to engage, influence, and build trust with C-suite level executive stakeholders * Strong communication, executive presentation skills to articulate compelling solution narratives and differentiated value propositions tailored to client business objectives. * Expert in consultative selling, business case development (ROI, TCO, payback analysis), and value-based pricing and contract strategies. * Strong understanding of retail domain, including merchandising, pricing, inventory, e-commerce, loyalty, personalization, and supply chain. * Experienced in deal management and leading cross-functional teams through discovery, solution shaping, RFP/RFI response, and commercial negotiations * Proficient in commercial modeling, scenario analysis, and risk management to support complex deal structures and outcome-based contracting. * MBA or an advanced degree in business, strategy, or a related field is a plus. Salary Range: $143,200 - $197,800 a year #LI-AD1
    $143.2k-197.8k yearly 4d ago
  • Licensed Loan Partner

    Crosscountry Mortgage 4.1company rating

    Colorado Springs, CO jobs

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. The Bobart Branch is a high-performing, supportive team backed by excellent leadership, proven processes, and the reputation to help employees succeed. We operate with speed, prioritize exceptional service, and act with integrity, providing the resources and guidance you need to grow. We're looking for a motivated professional to help elevate our client experience and make a meaningful impact. Position Overview: The Licensed Loan Partner serves as the primary contact for new inbound leads, reviews loan applications, and prepares clients for the next stage in their home financing journey. The Licensed Loan Partner communicates with clarity and professionalism, embodying CrossCountry Mortgage's commitment to making every mortgage feel like a win. Job Responsibilities: * Serve as the primary point of contact of the branch for all new inbound leads. * Conduct and/or review loan applications for accuracy. * Request, organize, and analyze income, credit, assets, and documentation supporting loan applications. * Run AUS and assist with loan product selection. * Prepare rate quotes, loan options, and loan summaries. * Issue pre-approval letters accurately and promptly. * Communicate proactively with borrowers, agents, and internal branch team members. * Manage the full pre-approval pipeline from first introduction to contract. * Attend local closings as needed to support client and agent relationships. * Create and deliver Mortgage Coach video tutorials explaining loan options to the branch. * Initiate refinance review calls: identify borrower goals, review cost-benefit analysis, present options clearly, confirm rate-lock terms, and submit for processing. * Attend networking events as requested by the Branch Manager. * Maintain a flexible schedule for occasional evening or weekend calls. Qualifications and Skills: * High School Diploma or equivalent. * 5+ years of mortgage experience (LO, Processing, and/or Underwriting). * Advanced knowledge of agency, FHA, and VA guidelines. * Advanced sales knowledge, preferred. * Expertise in creating rapport quickly with new clients. * Proven accuracy in qualifications, scenario structuring, and loan strategy. * Proven success in a high-volume, dynamic team environment. * Excellent organizational skills and attention to detail. * Excellent written, verbal, and client-facing communication skills. * Advanced skill in delivering both positive updates and difficult news. * Advanced skill in follow-up and sense of urgency. * Skilled in managing multiple priorities without dropping details. * Skilled in professionalism and follow-through that reinforces team credibility. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: * Hourly Rate: $38.46-45.67 * Eligible to receive bonus incentive based on team production. * The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $38.5-45.7 hourly 26d ago
  • Licensed Loan Partner

    Crosscountry Mortgage 4.1company rating

    Colorado Springs, CO jobs

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. The Bobart Branch is a high-performing, supportive team backed by excellent leadership, proven processes, and the reputation to help employees succeed. We operate with speed, prioritize exceptional service, and act with integrity, providing the resources and guidance you need to grow. We're looking for a motivated professional to help elevate our client experience and make a meaningful impact. Position Overview: The Licensed Loan Partner serves as the primary contact for new inbound leads, reviews loan applications, and prepares clients for the next stage in their home financing journey. The Licensed Loan Partner communicates with clarity and professionalism, embodying CrossCountry Mortgage's commitment to making every mortgage feel like a win. Job Responsibilities: Serve as the primary point of contact of the branch for all new inbound leads. Conduct and/or review loan applications for accuracy. Request, organize, and analyze income, credit, assets, and documentation supporting loan applications. Run AUS and assist with loan product selection. Prepare rate quotes, loan options, and loan summaries. Issue pre-approval letters accurately and promptly. Communicate proactively with borrowers, agents, and internal branch team members. Manage the full pre-approval pipeline from first introduction to contract. Attend local closings as needed to support client and agent relationships. Create and deliver Mortgage Coach video tutorials explaining loan options to the branch. Initiate refinance review calls: identify borrower goals, review cost-benefit analysis, present options clearly, confirm rate-lock terms, and submit for processing. Attend networking events as requested by the Branch Manager. Maintain a flexible schedule for occasional evening or weekend calls. Qualifications and Skills: High School Diploma or equivalent. 5+ years of mortgage experience (LO, Processing, and/or Underwriting). Advanced knowledge of agency, FHA, and VA guidelines. Advanced sales knowledge, preferred. Expertise in creating rapport quickly with new clients. Proven accuracy in qualifications, scenario structuring, and loan strategy. Proven success in a high-volume, dynamic team environment. Excellent organizational skills and attention to detail. Excellent written, verbal, and client-facing communication skills. Advanced skill in delivering both positive updates and difficult news. Advanced skill in follow-up and sense of urgency. Skilled in managing multiple priorities without dropping details. Skilled in professionalism and follow-through that reinforces team credibility. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $38.46-45.67 Eligible to receive bonus incentive based on team production. The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $38.5-45.7 hourly Auto-Apply 26d ago
  • Licensed Loan Partner

    Crosscountry Mortgage 4.1company rating

    Chicago, IL jobs

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. The Bobart Branch is a high-performing, supportive team backed by excellent leadership, proven processes, and the reputation to help employees succeed. We operate with speed, prioritize exceptional service, and act with integrity, providing the resources and guidance you need to grow. We're looking for a motivated professional to help elevate our client experience and make a meaningful impact. Position Overview: The Licensed Loan Partner serves as the primary contact for new inbound leads, reviews loan applications, and prepares clients for the next stage in their home financing journey. The Licensed Loan Partner communicates with clarity and professionalism, embodying CrossCountry Mortgage's commitment to making every mortgage feel like a win. Job Responsibilities: Serve as the primary point of contact of the branch for all new inbound leads. Conduct and/or review loan applications for accuracy. Request, organize, and analyze income, credit, assets, and documentation supporting loan applications. Run AUS and assist with loan product selection. Prepare rate quotes, loan options, and loan summaries. Issue pre-approval letters accurately and promptly. Communicate proactively with borrowers, agents, and internal branch team members. Manage the full pre-approval pipeline from first introduction to contract. Attend local closings as needed to support client and agent relationships. Create and deliver Mortgage Coach video tutorials explaining loan options to the branch. Initiate refinance review calls: identify borrower goals, review cost-benefit analysis, present options clearly, confirm rate-lock terms, and submit for processing. Attend networking events as requested by the Branch Manager. Maintain a flexible schedule for occasional evening or weekend calls. Qualifications and Skills: High School Diploma or equivalent. 5+ years of mortgage experience (LO, Processing, and/or Underwriting). Advanced knowledge of agency, FHA, and VA guidelines. Advanced sales knowledge, preferred. Expertise in creating rapport quickly with new clients. Proven accuracy in qualifications, scenario structuring, and loan strategy. Proven success in a high-volume, dynamic team environment. Excellent organizational skills and attention to detail. Excellent written, verbal, and client-facing communication skills. Advanced skill in delivering both positive updates and difficult news. Advanced skill in follow-up and sense of urgency. Skilled in managing multiple priorities without dropping details. Skilled in professionalism and follow-through that reinforces team credibility. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $38.46-45.67 Eligible to receive bonus incentive based on team production. The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $38.5-45.7 hourly Auto-Apply 30d ago
  • Licensed Loan Partner

    Crosscountry Mortgage 4.1company rating

    Chicago, IL jobs

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. The Bobart Branch is a high-performing, supportive team backed by excellent leadership, proven processes, and the reputation to help employees succeed. We operate with speed, prioritize exceptional service, and act with integrity, providing the resources and guidance you need to grow. We're looking for a motivated professional to help elevate our client experience and make a meaningful impact. Position Overview: The Licensed Loan Partner serves as the primary contact for new inbound leads, reviews loan applications, and prepares clients for the next stage in their home financing journey. The Licensed Loan Partner communicates with clarity and professionalism, embodying CrossCountry Mortgage's commitment to making every mortgage feel like a win. Job Responsibilities: * Serve as the primary point of contact of the branch for all new inbound leads. * Conduct and/or review loan applications for accuracy. * Request, organize, and analyze income, credit, assets, and documentation supporting loan applications. * Run AUS and assist with loan product selection. * Prepare rate quotes, loan options, and loan summaries. * Issue pre-approval letters accurately and promptly. * Communicate proactively with borrowers, agents, and internal branch team members. * Manage the full pre-approval pipeline from first introduction to contract. * Attend local closings as needed to support client and agent relationships. * Create and deliver Mortgage Coach video tutorials explaining loan options to the branch. * Initiate refinance review calls: identify borrower goals, review cost-benefit analysis, present options clearly, confirm rate-lock terms, and submit for processing. * Attend networking events as requested by the Branch Manager. * Maintain a flexible schedule for occasional evening or weekend calls. Qualifications and Skills: * High School Diploma or equivalent. * 5+ years of mortgage experience (LO, Processing, and/or Underwriting). * Advanced knowledge of agency, FHA, and VA guidelines. * Advanced sales knowledge, preferred. * Expertise in creating rapport quickly with new clients. * Proven accuracy in qualifications, scenario structuring, and loan strategy. * Proven success in a high-volume, dynamic team environment. * Excellent organizational skills and attention to detail. * Excellent written, verbal, and client-facing communication skills. * Advanced skill in delivering both positive updates and difficult news. * Advanced skill in follow-up and sense of urgency. * Skilled in managing multiple priorities without dropping details. * Skilled in professionalism and follow-through that reinforces team credibility. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: * Hourly Rate: $38.46-45.67 * Eligible to receive bonus incentive based on team production. * The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $38.5-45.7 hourly 26d ago
  • Retail Merchandising Consulting Partner for Grocery

    Tata Consulting Services 4.3company rating

    Chicago, IL jobs

    Seeking a seasoned Retail Merchandising leader for the North America Retail Business Consulting division. The ideal candidate will have deep retail expertise, hands on experience in retail merchandising, especially in grocery, and a proven track record of driving transformation and operational excellence across key topics such as assortment planning, space optimization, pricing and promotions, allocation, vendor management, and category strategy. * Experience leading merchandising functions within retail organizations and delivering measurable results through change initiatives is essential. Consulting experience is highly advantageous but not required. * In this position, you will lead large-scale merchandising transformation programs, redesign operating models, business processes, and planning cycles, and enable technology adoption across merchandising levers. Success requires deep industry knowledge, practical expertise, a commitment to diversity and inclusion, and the ability to build strong client relationships and shape the future of our consulting practice. Key Responsibilities Strategic Leadership * Develop and execute the merchandising consulting strategy for the North America market, aligning with the company's global vision and objectives. * Own and deliver the revenue targets for the merchandising consulting business for North America Retail. * Lead high-impact merchandising strategy and transformation engagements, providing strategic insights and driving value for global clients, with a particular focus on grocery Retail and, ideally, broader general merchandise and discretionary categories. * Determine Retailers' merchandising objectives by assessing current assortment, space and floor planning, pricing, inventory management, planning processes and operating models to identify opportunities, gaps, and future threats. * Collaborate with global leadership to ensure consistency and quality of service across regions. * Leverage deep functional merchandising experience to shape change programs either within merchandising or in partnership with central strategy/operations teams. Client Engagement & Business Development * Build and maintain strong relationships with Chief Merchandising Officers, VPs of Merchandising, Pricing and Category leaders, and other key decision-makers in the Retail industry. * Identify and pursue new business opportunities in merchandising strategy and operations, expanding the client base and driving revenue growth. * Serve as a trusted advisor to clients, providing thought leadership on merchandising trends, pricing strategies, assortment optimization, data analytics and AI-driven planning. * Develop new merchandising consulting propositions that enable clients to address future category and pricing challenges, leveraging your network and relationships to shape opportunities and drive pipeline growth. Practice Leadership * Play a leadership role in shapi ng and building the merchandising consulting capability, with functional depth across assortment planning, space & floor planning, pricing and promotions, vendor negotiations, allocation, category strategy, merchandise financial planning, and private label development. * Initially, the role will focus on thought leadership, client development, delivery leadership and driving consulting revenue; over time, there will be opportunities to build and lead a growing team as the practice expands. * Drive recruitment, training, and professional development initiatives as the team scales, ensuring it develops best-in-class merchandising capabilities and consulting expertise. * Foster a collaborative and innovative culture, ensuring a free exchange of perspectives and ideas to drive client impact. * Champion business process innovation and continuous improvement across merchandising functions, drawing on proven change management approaches. Thought Leadership * Represent the company at merchandising and Retail conferences, events, and forums (e.g., NRF Big Show, pricing & assortment forums), enhancing brand visibility and thought leadership in merchandising transformation. * Create and publish Whitepapers on emerging retail trends and capabilities. Operational Excellence * Ensure the highest standards of merchandising project delivery, client satisfaction, and operational efficiency. * Monitor and manage the Consulting practice's financial performance, including budgeting, forecasting, and profitability analysis. Implement best practices in project management, risk management, and quality assurance. * Candidates may be based anywhere in the United States. Salary Range: $163,200-$226,000 a year #LI-KM1
    $72k-101k yearly est. 10d ago
  • Digital Financial Partner - Dolson Branch

    Heritage Financial Credit Union 4.4company rating

    Middletown, NY jobs

    Full-time Description Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: · Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. · Excellence: We strive to provide our members with the best possible service. · Teamwork: We believe that we can achieve more together than we can alone. · Respect: We treat each other with dignity and respect. · Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. Required expertise on all products and services offered by HFCU Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. Cash handling and processing transactions. Organize priorities, achieve monthly goals, and deliver quality work Ability to function as Teller or Financial Service Representative to support branch needs Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor new hires Performs other duties as assigned PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: Previous call center experience a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Effectively communicate with team members and peers to develop a network of support and collaboration. Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Salary Description $23.00 - $26.00 per hour
    $23-26 hourly 1d ago
  • Consulting Partner - Artificial Intelligence - Retail

    Tata Consulting Services 4.3company rating

    Dallas, TX jobs

    Tata Consultancy Services (TCS) is seeking an accomplished AI Sales Head to lead and drive our Artificial Intelligence (AI) sales initiatives within the Retail sector across the USA and Canada. This leadership role is pivotal in shaping TCS's AI footprint in the region, with a focus on both strategic and tactical growth. The successful candidate will champion the adoption of advanced AI solutions-including Composite AI, LLM, Generative AI (GenAI), AgenticAI, and AIOps-while ensuring alignment with AI governance, Responsible AI (RAI), and Explainable AI (XAI) practices. The AI Sales Head will manage the entire sales lifecycle, foster deep customer engagement, and deliver measurable business outcomes. S/he should be go-getter with clinical precision on deals while aligning with strategic imperatives. Qualifications: * Bachelor's / MBA degree required, advanced degree in Business, Engineering, or related field . * Deep understanding of the Retail & CPG industry landscape in North America. * Can be based in any US location but must have flexibility to travel across the US & Canada region as business needs dictate. * 20+ Years in AI & Data Sales (preferably in US and Canada market in Retail & CPG). * Demonstrated expertise in AI sales, with a strong track record in the Retail & CPG sector in the USA and/or Canada. * Demonstrated Hands-on experience with GenAI, AgenticAI, AIOps, and modern AI solution stacks Proven ability to manage complex sales cycles, from initial engagement to contract signing and revenue recognition. (Rationalizes basic requirements for candidates to apply. Helps w/rationalization when detailed. Salary Range: $195,600 - $253,200 #LI-AD1
    $60k-79k yearly est. 10d ago

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