Call Center Customer Service Representative
Russell Tobin
Columbus, OH
We're Hiring: Call Center Customer Service Representative 📅 Contract: 6-12 months (Contract-to-Hire) 💲 Pay: $19.00-$19.16/hour Are you an experienced call center or customer service professional who enjoys helping customers and resolving issues in a fast-paced environment? This is an opportunity to support clients at a leading financial services organization, delivering high-quality account support and building long-term career stability. ✅ What We're Looking For: 1+ year of call center or customer service experience Experience handling high-volume inbound calls Strong communication, active listening, and problem-solving skills Comfort working with account information and following procedures Banking, financial services, or regulated industry experience is a plus Associate's or Bachelor's degree in Business, Finance, or a related field preferred, not required 💼 What You'll Do: Handle inbound calls to support customers with account-related inquiries Provide accurate, professional, and timely service Research, troubleshoot, and resolve customer issues Document all interactions clearly and accurately Meet individual and team performance metrics 🌟 Why Join Us? Work with a well-known financial institution Structured training and ongoing support Fast-paced, team-oriented call center environment Opportunity for contract-to-hire conversion based on performance Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors. 👉 Apply now to take the next step in your customer service career!$19-19.2 hourly 4d agoAssistant Project Manager
Hillmann Consulting, LLC
Columbus, OH
Join Our Team as an Assistant Project Manager with our Construction Risk Management group in Columbus! Are you ready to elevate your career with a dynamic and growing firm that values your contributions and offers exciting opportunities for advancement? Hillmann Consulting, LLC, a leading nationwide consulting firm, is seeking a passionate and driven Assistant Project Manager to join our team in Columbus, OH. Why Hillmann Consulting? At Hillmann, we believe in fostering a collaborative, team-oriented environment where your career can thrive. With almost 40 years of experience, we specialize in Environmental Health and Safety, Remediation Support, Construction Risk Management, Real Estate Due Diligence, Geotechnical, and Laboratory Analysis services. Our work spans from emergency planning for major disasters to ensuring compliance with federal and state regulations, including OSHA, DOT, and USEPA. Visit the Life tab on our LinkedIn profile to learn more about life at Hillmann. What We Offer: Career Growth: We empower you to drive your own career path with continuous learning and professional development opportunities. Exciting Projects: Our team of Project Managers, Engineers, Architects, and Construction Professionals provides an array of consulting services to major financial institutions, real estate owners and managers, and property developers nationwide. These services include pre-construction due diligence and construction documentation review, existing property condition assessments, as well as progress monitoring during construction. Comprehensive Benefits: Competitive salary, medical, dental, and vision insurance, employer-401(k) plan, tuition assistance, and volunteer time. Who We're Looking For: A motivated individual who thrives in a fast-paced environment and adapts well to change. You should possess excellent organizational skills and a strong commitment to customer service and safety. Qualifications: Education: Bachelor's Degree in Engineering / Construction Management / Architecture; or equivalent degree. Experience: 2 - 5 years of construction / design related experience. Skills: Exceptional communication skills, both written and verbal. Strong client communication abilities with a focus on clear expectation management. Excellent time‑management skills with the ability to prioritize effectively. Proficient in Microsoft Office Suite, with advanced expertise in Excel. Ability to read construction drawings Other Requirements: Mastery of the English language - written and spoken Valid driver's license Reliable transportation + willingness/ability to travel overnight by car and the occasional regional flight Ability to work from ladders Ability to work independently as well as in a team environment Ability to work on multiple projects and/or tasks simultaneously Responsibilities: The successful candidate will complete detailed reviews of pre-construction due diligence documentation; prepare comprehensive reports incorporating review of provided project which will provide accurate information and opinion of construction risks to clients; complete special projects as assigned by the management team; build and establish relationships with colleagues and existing and potential clients; promote a positive attitude, a willingness to learn, adapt, and overcome challenges; develop their individual strengths and abilities to foster career growth. Review and assess construction and architectural agreements, plans, and specifications, hard cost budgets, and construction schedules, etc. Conduct periodic site visits to monitor construction and recommend the release of construction funds. Conduct walkthrough surveys of existing buildings to assess the condition of major systems and prepare estimated costs to remedy building conditions. Maintain excellent client communication. Help build up the business in the area by meeting with clients. At Hillmann Consulting, LLC, we are committed to your professional development and well-being. Join us and make a difference with a company dedicated to excellence and innovation in environmental consulting. Ready to Apply? Submit your application today and take the next step in your career with Hillmann Consulting, LLC. We look forward to welcoming you to our team! Hillmann Consulting, LLC is an equal opportunity employer.$61k-83k yearly est. 4d agoTreasury Specialist
Archdiocese of St. Louis
Remote job
The Archdiocese of St. Louis strives to teach and share our faith, serve others, and foster unity throughout the St. Louis area. Once a part of Kenrick-Glennon Seminary's campus, the Cardinal Rigali Center in Shrewsbury, MO is today the headquarters and curia (governing body) for the Archdiocese of St. Louis. Job Summary Processes stock donations, online gifts, tuition payments, and other receivables for Archdiocesan schools and ministries, including the St. Louis Archdiocesan Fund (SLAF). Job Responsibilities Processes monthly statements and maintains customer files of various agencies. Maintains logs of petty cash and all money received at the Carinal Rigali Center. Assembles and scans checks, reports, and other schedules for electronic storage. Keys large volumes of deposit data. Enters and maintains customer files in subsidiary ledgers as well as the general ledger. Prepares, issues, and uploads invoices into Lawson and distributes as needed. Prepares journal entries of stock donations and other transactions for the SLAF. Enters and reviews end of day NACHA batches. Processes Excel file uploads to the general ledger and the accounts receivable subsidiary ledger. Generates and reviews downloads of banking transactions and prepares daily deposits for numerous bank accounts. Enters wires and transfers in banking portal. Other duties as assigned by the Treasury Management Supervisor or the Senior Treasury & Operations Manager. Job Requirements High School Diploma or equivalent. A working knowledge of computers and experience with Microsoft Office applications Proficient in using basic formulas within Microsoft Excel. Employment experience with a financial institution and banking software (Jack Henry 20/20) will be given preference Skills & Attitudes Required for Success in Job Customer service oriented with a positive attitude. Team oriented. Heavy attention to detail. Flexible to changing demands and schedules. Well organized. Ability to master multiple online platforms. Relationships Requirements Position requires daily contact with the Finance Office Accountants, bookkeepers, and business managers of Archdiocesan schools and select agencies. The Archdiocese of St. Louis is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion, gender, national origin, age, marital, parental, veteran or disability status. Pre-Employment Screening All candidates receiving an employment offer must submit a pre-employment screening. The screening will include criminal background check, Family Care Safety Registration, drug screen, employment and educational licensure/certification verification, health screening, and any other screenings deemed necessary for employment. Any offer would be contingent upon successful completion of any required screening. Our Mission We are a unique community-diverse in our talent, but unified in our drive to create together, face challenges together and grow together. Our values push us to empower, propel and inspire new ways of turning possibilities into realities. Our competencies define the behaviors that guide who we are, how we are inspired and how we inspire of others to succeed. Benefits Work/life balance is so important to the archdiocese. After all, our business is about making life easier and better-and we want that for you and your career just as much as our consumers and their day-to-day lives. That's why we offer flexible working times, remote working options, generous paid vacation increasing with service, and personal leaves of absence. As well as being able to make the most of life at home, you'll also be able to contribute to the Archdiocese sponsored volunteer events. You can discover more about who we're working with near you, and you can always ask us more about this at events and interviews-we love to see how passionate our people are about giving back.$33k-39k yearly est. 4d agoSenior Enterprise Sales Director NA Outside Sales - Enterprise FS Remote United States
Seismic
Remote job
About Us Please be aware we have noticed an increase in hiring scams potentially targeting Seismic candidates. Read our full statement on our Careers page (Opens in a new tab). Seismic is the global leader in AI-powered enablement, empowering go-to-market leaders to drive strategic growth and deliver exceptional customer experiences at scale. The Seismic Enablement Cloud™ is the only unified AI-powered platform that prepares customer-facing teams with the skills, content, tools, and insights needed to maximize every buyer interaction and strengthen client relationships. Trusted by more than 2,000 organizations worldwide, Seismic helps businesses achieve measurable outcomes and accelerate revenue growth. Seismic is headquartered in San Diego with offices across North America, Europe, Asia and Australia. Learn more at seismic.com. Seismic is committed to building an inclusive workplace that ignites growth for our employees and creates a culture of belonging that allows all employees to be seen and valued for who they are. Learn more about DEI at Seismic here (Opens in a new tab). Overview This is an Individual Contributor role. We are looking for a driven and strategic Enterprise Sales Director to join our Financial Services Sales Team, focused on North America. In this senior individual contributor role, you will play a key part in accelerating our growth by both landing new enterprise logos and expanding relationships within our existing customer base. You will target major financial institutions - including banks, wealth managers, asset managers, insurers, and FinTechs-and act as a trusted advisor throughout complex sales cycles. This is a hybrid position requiring balanced expertise in generating new enterprise opportunities while driving growth and retention across current accounts. Preferred locations include: Boston, San Diego, San Francisco, Chicago, NYC, New York, South Florida, Connecticut, and New Jersey. Who you are 5+ years of enterprise software or SaaS sales experience, with experience focused on financial services clients in North America. Demonstrated success in both net new acquisition and expanding strategic accounts, with a history of meeting or exceeding quota. Deep familiarity with North American financial institutions - including their organizational structures, decision-making processes, and current challenges. Proven ability to build and nurture C-suite and senior-level relationships (CRO, COO, CTO, CMO, Head of Distribution, etc.). Excellent communication, storytelling, and negotiation skills; confident managing complex deals with long sales cycles. Highly motivated self-starter with strong business acumen and a collaborative mindset. What you'll be doing Drive net new growth by sourcing and closing new business opportunities with North America's top financial institutions. Expand strategic accounts by identifying upsell and cross-sell opportunities, building executive relationships, and increasing product adoption across business units. Own the full sales cycle - from pipeline development to closing - with a focus on long-term value and partnership. Develop and execute tailored account strategies that align with the client's business goals and challenges. Lead multi-stakeholder engagements and collaborate internally with marketing, product, pre-sales, and customer success teams to shape winning solutions. Maintain accurate forecasting and CRM hygiene, providing regular updates on territory performance and growth opportunities. Represent the company at key industry events and client meetings as a senior face of our financial services go-to-market team. If you are an individual with a disability and would like to request a reasonable accommodation as part of the application or recruiting process, please click here (Opens in a new tab). Headquartered in San Diego and with employees across the globe, Seismic is the global leader in sales enablement, backed by firms such as Permira, Ameriprise Financial, EDBI, Lightspeed Venture Partners, and T. Rowe Price. Seismic also expanded its team and product portfolio with the strategic acquisitions of SAVO, Percolate, Grapevine6, and Lessonly. Our board of directors is composed of several industry luminaries including John Thompson, former Chairman of the Board for Microsoft. Seismic is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to gender, age, race, religion, or any other classification which is protected by applicable law. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. We are committed to fair and equitable compensation practices. Seismic's annual base salary range for this position will vary based on applicant's location, experience, job level, skills, and abilities as well as internal equity and alignment market data. The range listed below is the minimum to the maximum of our target hiring range. Seismic's salary range for this position is: $130,000 USD - $150,000 USD. This position is also eligible to participate in Seismic's incentive plans in addition to base salary. The actual incentive amount will vary and will be subject to the terms and conditions set in the applicable incentive plan. #J-18808-Ljbffr$130k-150k yearly 4d agoPrincipal Data Analyst
Figure
Remote job
Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role At Figure, we're redefining what's possible at the intersection of finance and technology. Fresh off our IPO, we are building the next generation of financial infrastructure, transforming how capital moves, how credit is assessed, and how customers experience financial products. Our data team sits at the heart of that transformation, powering decisions from risk modeling and capital allocation to growth strategy. As a Principal Data Analyst, you will be a cornerstone of our analytics organization, partnering closely with Credit/Risk and Capital Markets to drive real financial outcomes. Your work will directly influence lending decisions, portfolio optimization, and the strategies behind our capital markets platform. You will connect analysis to the bigger picture across markets, products, and mission, combining analytical rigor with business intuition to help leaders understand what is happening and why it matters. You will also elevate our toolkit by building intuitive Tableau dashboards, writing performant BigQuery SQL, and designing frameworks that make insights repeatable and scalable across the company. What You'll Do Act as the analytics lead for Credit/Risk and Capital Markets, guiding decision-making through data-driven insights. Partner with cross-functional leaders to shape the questions that matter most, then answer them through thoughtful analysis and storytelling. Design and maintain robust Tableau dashboards that translate data into actionable narratives. Write and optimize BigQuery SQL to extract, transform, and analyze large-scale datasets. Develop analytical frameworks and models that support risk forecasting, pricing strategies, and portfolio performance. Apply statistical and experimental methods to test hypotheses, quantify uncertainty, and inform strategic trade-offs. Communicate findings clearly and persuasively to senior stakeholders. Champion a culture of data accuracy, curiosity, and continuous improvement. What We Look For 7+ years of experience using data to drive measurable business impact. Deep proficiency in SQL (preferably BigQuery) and expertise with complex joins, subqueries, and recursive logic. Advanced experience with Tableau; you know how to build dashboards that influence decisions, not just report them. Strong understanding of risk modeling, credit analytics, or capital markets data structures. Proven experience in fintech or financial services environments. Working knowledge of Python for data manipulation, automation, or modeling. Appreciation for statistical concepts like causal inference, bias detection, and experimental design. Clear, confident communication with both technical and non-technical audiences. Comfort navigating ambiguity and setting analytical direction in fast-moving environments. A natural curiosity about how finance, technology, and data intersect to drive innovation. Bonus Points Experience supporting product analytics or growth initiatives. A passion for problem-solving; you can't resist finding out why a metric behaves the way it does. You embrace learning from mistakes and are energized by challenges that don't have an obvious answer. Salary Compensation Range: $158,400-$198,000/yr 25% annual bonus target, paid quarterly Equity stock options package This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans Company HSA, FSA, Dependent Care, 401k, and commuter benefits Employer-funded life and disability insurance coverage 11 Observed Holidays & PTO plan Up to 12 weeks paid family leave Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-MM1 #LI-Hybrid$158.4k-198k yearly Auto-Apply 21d agoGlobal Head of Middle Office
Kraken
Remote job
Building the Future of Crypto Our Krakenites are a world-class team with crypto conviction, united by our desire to discover and unlock the potential of crypto and blockchain technology. What makes us different? Kraken is a mission-focused company rooted in crypto values. As a Krakenite, you'll join us on our mission to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. For over a decade, Kraken's focus on our mission and crypto ethos has attracted many of the most talented crypto experts in the world. Before you apply, please read the Kraken Culture page to learn more about our internal culture, values, and mission. We also expect candidates to familiarize themselves with the Kraken app. Learn how to create a Kraken account here. As a fully remote company, we have Krakenites in 70+ countries who speak over 50 languages. Krakenites are industry pioneers who develop premium crypto products for experienced traders, institutions, and newcomers to the space. Kraken is committed to industry-leading security, crypto education, and world-class client support through our products like Kraken Pro, Desktop, Wallet, and Kraken Futures. Become a Krakenite and build the future of crypto! Proof of work The team As Global Head of Middle Office, you will lead Kraken's institutional trading and lending operations, overseeing post-trade processes across settlement, reconciliation, and inventory management. You'll work closely with Institutional Sales, Trading, Risk, Treasury, Product, and Finance to ensure seamless operational execution and scalable infrastructure. This is a critical leadership role that bridges front-office strategy and operational excellence, ensuring institutional-grade standards across all trading and lending activities. The opportunity Lead and Scale Kraken's Institutional Middle Office - Own the design, implementation, and optimization of middle-office processes supporting Kraken Prime, OTC and lending activities. Lead a global team responsible for trade capture, settlement, reconciliation, and reporting. Build the operational backbone that enables Kraken to scale securely and efficiently the institutional flows. Ensure Operational Integrity and Process Excellence - Develop and enforce standard operating procedures (SOPs), control frameworks, and escalation protocols. Ensure all trade and settlement flows are executed accurately and efficiently - minimizing breaks, managing exceptions, and maintaining high data integrity across systems. Drive Inventory Optimization and Balance Management - Oversee digital asset and fiat inventory management across counterparties, venues, and wallets. Collaborate with Treasury and Trading to optimize balance allocation, collateral utilization, and settlement efficiency. Leverage data to improve capital velocity and reduce idle inventory. Cross-Functional Partnership - Partner with front-office, finance, and technology teams to enhance systems, automate workflows, and strengthen controls. Align operational strategy with institutional client needs, regulatory readiness, and Kraken's broader growth roadmap. Institutional-Grade Standards -Build an operational environment that meets the expectations of top-tier institutional counterparties. Drive continuous improvement, risk awareness, and accountability across the middle-office function. Skills you should HODL Middle Office & Post-Trade Expertise - 5+ years of experience in middle office, trading operations, or settlements within a trading firm, OTC desk, or traditional financial institution. Deep understanding of trade lifecycle management, settlement flows, and reconciliations. Operational Leadership & Process Design - Proven ability to design and scale operational processes in fast-paced financial environments. Experience establishing SOPs, risk controls, and automation frameworks. Settlement & Reconciliation Acumen - Strong grasp of counterparty settlement processes, custody flows, and reconciliation tools across digital assets and traditional markets. Able to diagnose and resolve operational breaks quickly and accurately. Inventory & Balance Optimization - Experience managing digital asset or securities inventories across multiple venues and custodians. Skilled in optimizing liquidity, minimizing funding costs, and supporting balance sheet efficiency. Cross-Functional Collaboration - Ability to align Trading, Risk, Treasury, Product, and Engineering functions to build scalable, low-friction infrastructure. Exceptional communication and stakeholder management skills. Institutional & Risk Mindset - Comfortable operating at the intersection of front-office innovation and risk management. Deep understanding of the controls and governance required to serve institutional clients. Crypto-Native with TradFi Discipline - Comfortable navigating both digital asset ecosystems and traditional financial frameworks. Brings operational rigor with a forward-looking mindset toward crypto innovation. Nice to haves Experience working with OTC crypto trading desks, custody platforms, or digital asset settlement networks. Exposure to prime brokerage, collateral management, or repo financing. Familiarity with digital asset custody, wallet infrastructure, and blockchain settlement. Understanding of post-trade automation and data reconciliation technologies. Unless a specific application deadline is stated in the job posting, applications are accepted on an ongoing basis. Please note, applicants are permitted to redact or remove information on their resume that identifies age, date of birth, or dates of attendance at or graduation from an educational institution. We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. Kraken is powered by people from around the world and we celebrate all Krakenites for their diverse talents, backgrounds, contributions and unique perspectives. We hire strictly based on merit, meaning we seek out the candidates with the right abilities, knowledge, and skills considered the most suitable for the job. We encourage you to apply for roles where you don't fully meet the listed requirements, especially if you're passionate or knowledgable about crypto! As an equal opportunity employer, we don't tolerate discrimination or harassment of any kind. Whether that's based on race, ethnicity, age, gender identity, citizenship, religion, sexual orientation, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state or local laws. Stay in the know Follow us on Twitter Learn on the Kraken Blog Connect on LinkedIn Candidate Privacy Notice$80k-187k yearly est. Auto-Apply 58d agoQuantitative Trader
BHFT
Remote job
BHFT is a proprietary algorithmic trading firm. Our team manages the full trading cycle, from software development to creating and coding strategies and algorithms. Our trading operations cover key exchanges. The firm trades across a broad range of asset classes, including equities, equity derivatives, options, commodity futures, rates futures, etc. We employ a diverse and growing array of algorithmic trading strategies, utilizing both HFT and MFT approaches. We've got a team of 200+ professionals, with a strong emphasis on technology - 70% are technical specialists in development, infrastructure, testing, and analytics spheres. The remaining part of the team supports our business operations, such as Risks, Compliance, Legal, Operations and more. With a strong focus on innovation and performance, BHFT is actively expanding its presence in traditional financial markets. We value a results-driven culture, emphasizing collaboration, transparency, and constant improvement, all while offering the flexibility of remote work and a globally distributed team. Job Description Responsibilities: Develop and execute trading strategies that involve identifying and capitalizing on market inefficiencies through algorithmic strategies; Continuously monitor and optimize trading performance by implementing real-time adjustments to algorithm configurations based on the strategy; Control and report risk, PnL, and other metrics; Work closely with other teams to ensure smooth operations of the trading business; Develop and maintain relationships with brokers, counterparties, and market participants; Provide regular updates on trading performance and market conditions to senior management. Qualifications Proven track record of success (5+ years) in one or more of the following markets: Chinese commodity futures, Chinese equities (with a strong preference for ETF experience), CME/ICE commodity futures, or Brazilian futures (DI); Cross-border trading experience is a plus; Extensive work experience in a financial institution with an active trading presence across these regions; Experience running fully/semi-systematic trading strategies with holding periods ranging from minutes to a few hours (non-latency sensitive); Proficiency in Python or C++; A good reputation in the market and readiness to provide reference/verified statetments; Understanding of market structure, regulations, and current opportunities. Additional Information -$94k-155k yearly est. 1d agoVice President, Payment Operations
Factor Systems, Inc.
Remote job
The VP, Payment Operations leads the strategy definition and execution of Billtrust's Payment Programs, overseeing onboarding, operation, support, risk / fraud, billing and settlement operations across all payment types and via all third-party relationships. This position is responsible for ensuring scalable, secure, accurate, compliant and efficient day-to-day operations supporting movement of +$130 billion in annual payment volume. The VP, Payment Operations supports a cross-functional team seeking to sell, grow and service payment volume enabling the sales, implementation, support, and finance teams at Billtrust to achieve maximum adoption of Billtrust's payment programs. What You'll Do: Plan, direct, coordinate, and oversee operations activities related to Billtrust products and Payment Programs, ensuring development and implementation of efficient operations and cost-effective systems to meet current and future needs of the organization Promote an increase in departmental productivity and efficiency, effectiveness, and overall profitability through vendor relationships, internal coordination, active monitoring of team activities, and continuous process improvement Drive innovation and appropriate use of new technologies, fintech/banking partners, and/or internal platforms to ensure best in class operations in payment services for customers, partners, as well as potential new revenue-generating opportunities Architect and execute operational transformation initiatives to enhance efficiency, reduce manual processes, and drive straight-through processing rates across all payment types. Establish and monitor key performance indicators (KPIs) including transaction success rates, settlement accuracy, processing times, fraud rates, and customer satisfaction metrics Lead efforts to ensure enterprise-wide compliance with all applicable regulations including PCI DSS, NACHA Operating Rules, card network policies (Visa, Mastercard), ACH regulations, wire transfer requirements, and emerging payment rails Lead enterprise risk assessments and manage business continuity planning for payment operations. Ensure 24/7/365 operational readiness for real-time payment processing requirements. Create strategic vision and collaborate with senior and/or executive leadership to define and ensure success of strategy in alignment with organizational objectives Serve as an escalation point for highly complex, priority issues. Provide direction and guidance to assist with successful resolution Collaborate with product and development teams, providing insight related to payment operations, card network rules, third party vendors, etc. Build, lead, and develop high-performing payment operations organization spanning multiple functional areas and layers. What You'll Bring to the Team: Bachelor's Degree or equivalent experience, advanced degree preferred +10 years of progressive experience in payment operations, with minimum 7 years in leadership roles managing large-scale payment portfolios Proven track record managing payment volumes exceeding $50 billion annually across full customer lifecycle (onboarding, operations, support, settlement) Ability to exercise discretion and independent judgment in making decisions, and interact effectively and positively with all levels of the organization or vendors/partners Deep knowledge of procedures, processes, policies, and regulations across card and payment space, in particular B2B credit card and ACH modalities Previous experience at a payment processor - financial institution, fintech, or payment infrastructure provider Superior understanding of merchant acquiring, payments funds flows, interchange dynamics Ability to communicate and collaborate cross-functionally, with various levels above and below, internally and externally, and to technical and non-technical audiences Demonstrated financial acumen to manage pricing programs, interchange qualifications, cash flow forecasting, cash conversion cycle, etc. Established background in promoting a proactive risk culture and driving control initiatives, including knowledge of regulatory requirements Excellent written and oral communication skills including presentation experience to large and diverse audiences of all levels of an organization Entrepreneurial mindset and a results-driven attitude The expected base salary range for this position is $236,000 - $272,000 annually. Compensation may vary depending on several factors, including a candidate's qualifications, skills, experience, competencies, and geographic location. Some roles may qualify for additional incentives like equity, commissions, or other variable performance-related bonuses. Further details will be provided by our Talent Acquisition team during the interview process. Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Billtrust, we celebrate and support diversity and are committed to creating an inclusive environment for all employees. So, if your experience aligns but doesn't exactly match each and every qualification, apply anyway. You may be exactly what we are looking for! What You'll Get: Work from Anywhere: Your home, a coffee shop, a company paid WeWork.... you decide! A Culture that Lives its Values: Our values are not just words or window dressing, they guide our decisions - big and small - each and every day. Flexible Working Hours: We support your lifestyle- the results are what count. Open PTO: Work-life balance is important. We believe in giving our employees time to truly relax and recharge. Sabbatical: A paid leave to reward longevity and commitment to Billtrust. Paid Parental Leave: To promote parent-child bonding and increase gender equity at home and in the workplace. Opportunities for Growth: Professional development can take many shapes. Join one of our seven ERGs or participate in our Mentor-Mentee, and Leadership development programs- we foster an environment where all employees can grow. Recognition: From Billtrust Bucks and CEO Shoutouts to Culture Champion and CEO Excellence Awards, our employees are recognized for hard work and outcomes achieved. Benefits: Medical, dental, vision, 401(k) with company match, short-term and long-term disability, flexible spending accounts, HSA, and life, cancer, and AD&D insurance. Minimal Bureaucracy: An entrepreneurial environment of ownership and accountability allows you to get work done. Who We Are: Finance leaders turn to Billtrust to control costs, accelerate cash flow and improve customer satisfaction. As a B2B order-to-cash software and digital payments market leader, we help the world's leading brands get paid faster while transitioning from expensive paper invoicing and check acceptance to efficient electronic billing and payments. With over 2,600 global customers and more than $1 trillion invoice dollars processed, Billtrust delivers business value through deep industry expertise and a culture relentlessly focused on delivering meaningful customer outcomes. #LI-Remote$236k-272k yearly Auto-Apply 13d agoSenior Collections Specialist
Upstart
Columbus, OH
At Upstart, we're united by a mission that matters: to radically reduce the cost and complexity of borrowing for all Americans. Every day, we bring creativity, experimentation, and advanced AI to reshape access to credit, helping millions move forward financially with clarity and confidence. As the leading AI lending marketplace, we partner with banks and credit unions to expand access to affordable credit through technology that's both radically intelligent and deeply human. Our platform runs over one million predictions per borrower using more than 1,800 signals, powering smarter, fairer decisions for millions of customers. But the numbers only hint at the impact. Every idea, every voice, and every contribution moves us closer to a world where credit never stands between people and their financial progress. We're proudly digital-first, giving most Upstarters the flexibility to do their best work from wherever they thrive, alongside teammates across 80+ cities in the US and Canada. Digital-first doesn't mean distant. We're intentional about in-person connection through team onsites, planning sessions, and moments that spark creativity and trust. And whether you choose to work primarily from home or collaborate in-person from one of our offices in Columbus, Austin, the Bay Area, or New York City (opening Summer 2026), you'll have the support to work in the way that works best for you. If you're energized by tackling meaningful problems, excited to innovate with purpose, and motivated by work that truly matters, we'd love to hear from you. The Team: At Upstart, we're revolutionizing the collections industry by prioritizing empathy, results, and rewarding success. As a Senior Collections Agent, you'll be at the forefront of helping borrowers overcome financial challenges while achieving outstanding performance outcomes. This role is perfect for individuals who excel in negotiation, compassionate communication, and driving measurable results in a fast-paced, performance-driven environment. How you'll make an impact Empower Borrowers: Leverage your expertise in collections to offer personalized solutions to help borrowers bring their accounts current through effective negotiation, empathy, and a deep understanding of payment plans and delinquency management. Deliver Results: Excel in collections performance by exceeding KPIs, such as dollars collected per productive hour and promise-to-pay (PTP) commitments kept within 7 days of Right Party Contact (RPC). Drive Innovation: Contribute to improving collections practices by participating in initiatives to enhance borrower support, process efficiency, and program outcomes. What Success Looks Like As a Senior Collections Agent, your success will be measured by your ability to consistently deliver exceptional results through high-level execution of key metrics: Dollars Collected per Productive Hour: Maximize recovery efforts by driving efficiency in every interaction. Promise-to-Pay Commitments: Secure and uphold meaningful borrower commitments, ensuring Promise to pay agreements are fulfilled within 7 days of RPCs by negotiating effectively and efficiently. Key Attributes for Success: A results-driven mindset, turning every borrower interaction into an opportunity to achieve impactful outcomes. Strong negotiation skills and the ability to build trust with borrowers quickly, using proven techniques that drive positive payment resolutions. Effective time management to balance high call volumes with personalized and strategic borrower support. Minimum Qualifications At least 2 years in a collections role at a Financial Institution with proven success meeting performance goals. Demonstrated ability to effectively engage borrowers, secure agreements, and handle challenging conversations with professionalism and empathy. Familiarity with FDCPA, TCPA, and other relevant collections laws and best practices. Proven ability to thrive in a results-oriented environment with experience improving key performance metrics (KPIs). Preferred Qualifications 3+ years of full-time employment experience successfully recovering high-risk or delinquent accounts, including managing hardship programs, settlements, and tailored borrower solutions. Demonstrated ability to negotiate and finalize settlements, ensuring optimal recovery rates while adhering to company policies and regulatory guidelines. Proven ability to secure high-value agreements while maintaining positive borrower relationships and consistently meeting or exceeding PTP and collection goals. Deep understanding of collections laws and compliance standards, including FDCPA, TCPA, and state-specific regulations. Skilled at analyzing performance metrics, optimizing productivity, and excelling in a results-oriented environment. Skilled in de-escalating challenging conversations, building trust, and presenting effective payment plans under pressure. Position location This role is available in the following locations: Remote. Time zone requirements The team operates on the East/West coast time zones. Shift Requirements: M-F 11:30-8pm ET (with rotational weekends - either Saturday/Sunday) ; M-F 8-4:30pm ET; OR 10-6:30pm ET Tues-Sat (Sun/Mon off) Travel requirements As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to to still spend high quality time in-person collaborating via regular onsites. The in-person sessions' cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time. #LI-REMOTE #LI-Associate This is a Non-Exempt position. Employees in this position are paid an hourly pay rate, on a bi-weekly basis, and are eligible to receive overtime pay for any hours worked over 40 in a work week, or over 8 in a work day if required by state law. At Upstart, your base pay is one part of your total compensation package. The anticipated annualized base salary for this position is expected to be within the below range. Your actual base pay will depend on your geographic location-with our “digital first” philosophy, Upstart uses compensation regions that vary depending on location. Individual pay is also determined by job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. In addition, Upstart provides employees with target bonuses, equity compensation, and generous benefits packages (including medical, dental, vision, and 401k). United States | Remote - Anticipated Hourly Rate Range$27.45-$37.98 USD What you'll love At Upstart, our benefits are designed to support your health, financial well-being, family, and personal growth. Here's what you can expect: Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly Generous 401(k) plan with Upstart matching $2 for every $1 contributed, up to $15,000 per year Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees Affordable medical, dental, and vision coverage, with multiple plan options - Upstart covers 90% to 100% of the cost depending on the plans you choose Health Savings Account contributions from Upstart for eligible plans Income protection benefits, including company-paid Basic Life, AD&D, and Short- and Long-Term Disability coverage, with options to purchase supplemental coverage Paid time off, sick and safe time, and company holidays Paid family and parental leave to support caregiving and major life moments Family-centered benefits through Carrot and Cleo, supporting fertility, parenthood, and caregiving Employee Assistance Program (EAP) offering mental health support and life-centered resources Financial wellness resources, including access to financial planning tools and a financial concierge service Annual wellness allowance to support your physical and emotional well-being and personal development, based on what matters most to you Annual productivity allowance to invest in relevant tools and resources you need to do your best work, no matter where you work from Connection and community through team events and onsites, all-company updates, and employee resource groups (ERGs) Onsite perks, including catered lunches and fully stocked micro-kitchens when working from one of our four offices, located in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!). Upstart is a proud Equal Opportunity Employer. Just as we are dedicated to improving access to affordable credit for all, we are committed to inclusive and fair hiring practices. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email candidate_accommodations@upstart.com ************************************************$27.5-38 hourly Auto-Apply 35d agoPrincipal Process and Business Analyst
Technology Credit Union
Remote job
The Principal Process and Business Analyst plays a critical role in shaping Technology Credit Union's (Tech CU) enterprise approach to process optimization, knowledge management, business requirements, and user acceptance testing governance. This role serves as the functional owner for Tech CU's process catalog and knowledge management strategy, ensuring that Tech CU's people, processes, systems, and data are aligned to deliver efficient, member-centric services. The incumbent acts as a bridge between business stakeholders, technical teams, and vendors, and helps shape solutions that improve operational performance, enhance knowledge sharing, and create a culture of continuous learning and innovation. Responsibilities Essential Duties Enterprise Knowledge Management (KM) Maintains and enhances the enterprise process catalog in partnership with the lines of business and the enterprise risk management team. Participates in KM Strategy discussions, vendor evaluations, RFP processes, and contract negotiations including providing requirements and evaluation criteria. Designs, implements, and maintains a KM framework that captures, organizes, and makes business policies, procedures, job aids, FAQs, and best practices are centrally available, well-maintained, and consistently adopted. Partners with IT and vendor teams to integrate KM systems with chatbots, member self-service portals, and employee tools, ensuring a seamless experience across channels. Establishes governance for KM content lifecycle (creation, approval, versioning, archiving) and drives adoption across departments. Defines and tracks KM KPIs (usage, adoption, accuracy, and impact on member/employee efficiency). Business Analysis & Requirements Governance Contributes to the business requirements lifecycle, establishing enterprise standards for elicitation, documentation, traceability, and sign-off. Oversees requirements for assigned projects, ensuring alignment with enterprise goals, business owner needs, and agile project management frameworks. Serves as the enterprise liaison between business stakeholders, IT, and vendors, ensuring requirements translate into effective solutions. Governs and maintains Tech CU's repository of business requirements, UAT artifacts, and process documentation. User Acceptance Testing (UAT) Oversight Participates in defining Tech CU's UAT governance framework and measure its effectiveness, including test planning, script creation, execution oversight, defect triage, and sign-off. Owns the UAT for assigned projects. Process Optimization & Continuous Improvement Applies methodologies such as Lean, Six Sigma, and value stream mapping to identify inefficiencies, streamline workflows, and improve member and employee experiences. Program-manages company-wide process improvement opportunities and related efforts. Supports business units in defining process KPIs, measuring outcomes, and embedding continuous improvement practices into daily operations. Work Schedule Full-time; typically, 40+ hours/week Flexible within core business hours, Pacific Time, M-F Occasional extended early morning or late evening hours, and weekends, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: B.S. Degree in Business, Project Management, MIS, Computer Science, or related area (or equivalent experience). Experience: 8+ years in business analysis, knowledge management, or process improvement roles. 5+ years designing and implementing knowledge management frameworks or platforms. 5+ years leading requirements management and UAT governance across complex projects. 3+ years applying process improvement methodologies, such as Lean, Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control), and value stream mapping. Familiarity with financial institution operations and systems is strongly preferred. Knowledge/Skills/Abilities: Advanced expertise in knowledge management frameworks and content governance models. Strong business analysis and process modeling skills; able to translate complex needs into actionable solutions. Advanced facilitation, communication, and presentation skills across all organizational levels. Strong proficiency with Business Analysis (BA) and UAT tools (JIRA, Confluence, ALM, SharePoint, KM platforms). Solid familiarity with change management methodologies, such as ADKAR (Awareness, Desire, Knowledge, Action, Reinforcement) and Kotter, to drive adoption. Strong analytical skills to measure process impact and knowledge usage. Comfortable managing vendors, platforms, and external consultants. Strong knowledge of SDLC (Software Development Life Cycle) and agile practices to align process and knowledge requirements with development cycles. Strong analytical skills to quantify process impacts and measure knowledge usage. Solid ability to coach and mentor colleagues on process improvement and knowledge management best practices. Licensing/Certifications: Lean Six Sigma certification (Green or Black Belt preferred). Knowledge Management or Process Excellence certifications (e.g., APQC, AIIM) a plus. CBAP, PMI-PBA, or ISTQB certification a plus. Travel: May be required to periodically attend offsite training, meetings or events, typically with advance notice. Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Typical office environment with frequent sitting, walking and standing. Ability to sit ~85% of the day. Ability to keyboard and read computer screen for ~65% of the time during which one is seated. Ability to work 40 hours per week with some weeks requiring extra hours, including weekends and evenings, to complete projects (if required). EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. 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. Pay and Benefits Position Grade: 108 Salary Range: minimum-$132,000, midpoint-$160,000, maximum-$188,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 15% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations$132k-188k yearly Auto-Apply 13d agoVirtual Estate Planning & Probate Paralegal
Equivity
Remote job
Job description Equivity is seeking an experienced virtual paralegal to support attorneys in estate planning, probate, and elder law matters. Experience with conservatorships, guardianships, long-term care planning, asset protection, or Medicaid planning is a strong plus. This is a remote opportunity to work on meaningful cases that help individuals and families navigate complex legal issues with confidence and care. Key Responsibilities: Draft estate planning documents, including wills, trusts, powers of attorney, and advance directives. Prepare and file probate documents, such as petitions, asset inventories, creditor notices, and accountings. Provide support in elder law matters, including long-term care planning and communication with beneficiaries and financial institutions. Maintain and manage case files, calendars, deadlines, and correspondence using cloud-based legal software. Assist with client intake, court filings, and coordination with court personnel and financial professionals. Maintain proactive and professional communication with clients during standard business hours (9 AM - 6 PM) About You: Minimum of 3 years of recent paralegal experience in estate planning and/or probate law. Elder law experience is preferred and valued. Experience with conservatorships, guardianships, or Medicaid planning is a plus. Familiarity with case management software such as Clio, MyCase, or similar. Familiarity with legal drafting software like WealthCounsel and HotDocs is strongly preferred. Skilled in managing probate administration and preparing comprehensive estate planning packages. Highly organized, self-motivated, and comfortable working independently in a virtual environment. Equipped with a Windows-based laptop, smartphone, and broadband internet connection. Why Work with Equivity? Comprehensive Benefits: Medical, dental, vision, paid sick leave, employee discounts, EAP, and expense reimbursements. Flexible Remote Work: Enjoy the autonomy of working from home while contributing to meaningful legal work. Performance Bonuses: Quarterly incentives are awarded for exceptional performance. Professional Growth: Work with a team of experienced professionals and develop long-term relationships with a variety of clients. About Equivity: Equivity provides virtual paralegal, administrative, and marketing support to attorneys and businesses across the United States. Our remote team members enjoy flexible work schedules while building strong, long-term relationships with clients. Requirements: Bachelor's degree. Minimum 3 years of recent paralegal experience, one at least two (2) of the areas listed above. Availability to respond to client requests within one hour, Monday through Friday, 9 AM - 6 PM Ability to work 20-40 hours per week on an ongoing basis. Minimal Specifications: Windows 10 2GHz processing speed (typically Intel or AMD) i5 processor & above 8GB+RAM 100GB+of hard drive space Bitdefender, McAfee Antivirus Plus OR Symantec Norton AntiVirus Basic To learn more about Equivity, visit ****************** Equivity is an Equal Opportunity Employer. We are committed to fostering a diverse, inclusive, and respectful work environment free from discrimination and harassment. All done! Your application has been successfully submitted! Other jobs$21k-50k yearly est. 60d+ agoAssociate/Analytics (Risk, Investigations & Analytics practice)
Charles River Associates
Remote job
Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns. Position Overview An Analytics Associate in the Risk, Investigations & Analytics practice will support complex investigations conducted for government agencies and regulators, financial institutions, and law firms. You will perform intensive and advanced analysis of disparate sets of structured data for business disputes, regulatory and enforcement matters, and securities litigation. In addition to structured data analysis, an Associate will help develop documentation and visualizations to be delivered to external clients. You will work collaboratively with others on the RIA team as well as professionals from other areas of Charles River Associates. Responsibilities include (but are not limited to): Developing a targeted, in-depth understanding of client needs to help resolve their issues through reactive or proactive measures Assisting with the collection, loading, standardization, and identification of relevant structured data for analysis Reviewing disparate sets of transactional and financial data for the purposes of complex litigation Developing custom dashboards and visualizations to highlight trends, outliers, and opportunities, empowering clients to make strategic business decisions Assisting with the development of final deliverables, reports, and presentations to be distributed to clients Meeting expectations regarding case deadlines and budgetary restrictions while working simultaneously on several time-sensitive engagements Travel as required for data collections, site visits, and client meetings Desired Qualifications Bachelor's Degree in Finance, Accounting, Economics, Computer Science, Management Information Systems, or Mathematics; Recent graduates or individuals without directly relevant experience may be hired into the Analyst title Up to 2 years of relevant work experience in financial/economic analysis, preferably in a consulting firm (we are accepting applications from recent graduates and candidates in the workforce) Recent graduates or individuals without directly relevant experience may be hired into the Analyst title; Strong interpersonal, communication, and technical skills; Motivated with the ability to adapt to new settings and challenges; Experience with SQL, VBA, Python, or R; Familiarity with relational database systems such as MS SQL Server or Oracle Database; Experience with visualization and dashboarding tools such as Tableau or Qlikview; An understanding of cloud computing software such as Amazon Web Services (AWS) or Microsoft Azure. To Apply To be considered for a position in the United States, we require the following: Resume - please include current address, personal email and telephone number; Cover letter - please describe your interest in CRA and how this role matches your goals. If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs. Career Growth and Benefits CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities. We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers. Work Location Flexibility CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team. Our Commitment to Equal Employment Opportunity Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law. Salary and other compensation A good-faith estimate of the annual base salary range for this position is $92,500 - $105,000. Stating pay within this range may vary based on factors such as education level, experience, skills, geographic location, market conditions, and other qualifications of the successful candidate. This position may be eligible for additional bonus incentive compensation. CRA offers a comprehensive benefits package, subject to eligibility requirements, which may include: medical, dental, and vision insurance; 401(k) retirement plan with employer match; life and disability insurance; paid time off (vacation, sick leave, holidays); paid parental leave; wellness programs and employee assistance resources; and commuter benefits.$92.5k-105k yearly Auto-Apply 60d+ agoAssociate - Corporate - Data & Technology Transactions
The Practice Group
Remote job
About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's data and technology transactions team helps clients negotiate their most complex and important technology contracts and alliances, develop secure and compliant platforms and products, and realize the maximum value of their data and IP assets. Our group brings together the deep technical and regulatory experience and industry-focused commercial sensibility of a boutique practice combined with the global reach and depth of a first-tier global law firm. We provide strategic guidance and representation to the world's leading corporations, financial institutions, platforms, and emerging tech companies on the full range of transactions and the regulation of technology and data. Latham helps companies negotiate their key strategic alliances, joint ventures, collaborations, outsourcing and cloud agreements, and IP and technology licenses across industries and market sectors. We help clients develop strategies to protect and make maximum use of technology and data against the backdrop of an ever-evolving internet and ever-increasing regulation. We integrate seamlessly with our market-leading corporate and finance teams to provide focused guidance on the IP, technology, and data aspects of major transactions - from asset commercialization to complex carve-outs. About the Role Data and Technology Transactions Practice is seeking a highly qualified associate with a minimum of three years of experience to join our 4th to 7th year associate class. The ideal candidate will have experience working on technology and intellectual property transactions such as technology licensing agreements, development agreements, consulting services agreements, distribution agreements, strategic alliances, website and mobile application licenses, and terms of use. Additionally, the candidate should have experience in IP-related work on acquisition, investment, or financing transactions. Main Contact Details ********************* ********************************** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000$50k-85k yearly est. Auto-Apply 8d agoQuant Analytics Associate Senior - Business Banking Marketing Analytics
Jpmorgan Chase
Columbus, OH
Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact. As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence. The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution. Job responsibilities + Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance + Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels + Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights + Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions + Conduct market and competitor research to inform digital marketing strategies + Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations + Write and optimize SQL queries and stored procedures for data extraction and analysis + Develop and maintain interactive dashboards and reports using data visualization tools + Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities + Mentor and coach team members, support talent onboarding and development + Foster a culture of high performance and innovation Required qualifications, capabilities, and skills + Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics) + Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization + Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx + Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis + Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources + Solid understanding of IT processes, databases, and controls reporting + Strong analytical, problem-solving, and communication skills + Proficiency in web analytics platforms and SEO/SEM tools + Flexibility and adaptability to listen, defend, or change direction based on consensus + Superior judgment to mitigate risk and anticipate trends + Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines + Proven ability to collaborate effectively with stakeholders and cross-functional teams Preferred qualifications, capabilities, and skills + Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms + Proven ability to solve business problems using scientific analytics and translate data insights into strategies + Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies + Experience with A/B testing platforms and tag management systems + Experience conducting market and competitor research to inform digital marketing strategies + Ability to communicate compelling stories from data, highlighting customer behaviors and trends + Lifelong learner with a growth mindset, actively sharing knowledge with the team + Excellent communication skills, able to collaborate with senior leaders to support decision-making 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 **Base Pay/Salary** Jersey City,NJ $104,500.00 - $150,000.00 / year$19k-40k yearly est. 51d agoDirector, Management Liability (Financial Services)
Counterpart International
Remote job
Counterpart is an insurtech platform reimagining management and professional liability for the modern workplace. We believe that when businesses lead with clarity and confidence, they become more resilient, more innovative, and better prepared for what's ahead. That's why we built the first Agentic Insurance™ system - where advanced AI and deep insurance expertise come together to proactively assess, mitigate, and manage risk. Backed by A rated carriers and trusted by brokers nationwide, our platform helps small businesses grow with confidence. Join us in shaping a smarter future, helping businesses Do More With Less Risk . We're seeking a Director of Financial Services to help shape the next generation of insurance products for financial institutions. This leader will combine deep underwriting expertise, strong broker relationships, and a creative product mindset to build an innovative and scalable suite of FI offerings from D&O, EPLI and Fiduciary to Professional and Crime coverage. You will act as both a builder and a doer: underwriting strategic accounts, influencing capacity partners, driving business with brokers and collaborating with data and product teams to design new coverage structures, pricing models, and digital workflows that push the market forward. YOU WILL Lead and Innovate in Financial Services Own the strategy, design, and execution of Counterpart's Financial Services (FI) products, including but not limited to Private Equity, Investment Advisors, Banks, FinTechs, and emerging financial entities. Develop differentiated coverage structures, forms, and pricing logic tailored to modern financial institutions and evolving exposures. Identify white space opportunities and lead new product ideation, filings, and launches in partnership with our insurance and product infrastructure teams. Set and Execute Product Strategy Lead go-to-market (GTM) strategy for Financial Services: messaging, broker training, coordination with the rest of the underwriting team, enablement materials, and external positioning. Develop and iterate target market initiatives, identifying classes, geographies, or niches where our value proposition gives us a strategic edge. Shape and oversee product audits, ensuring underwriting consistency, guideline adherence, and feedback loop closure. Build Scalable, Systematic Infrastructure Own or coordinate the creation of underwriting guidelines, decision trees, and rating logic, ensuring alignment across manual, automated, and hybrid workflows and overall company goals. Work with data and engineering teams to codify underwriting logic, enabling automation, default recommendations, and triage logic. Develop structured processes to capture and act on market trends, adjusting rate strategy, appetite, and workflow defaults to maintain competitiveness and profit. Partner with Carriers and Brokers Lead carrier relationships for Financial Services, including new filings, audits, product approvals, and ad hoc initiatives. Serve as the face of product leadership to strategic brokers - building trust through responsiveness, underwriting depth, and insight. Deliver training and support to distribution teams to maximize broker engagement and quote-to-bind efficiency. Optimize with Data Collaborate with data science to run scenario models, pricing experiments, and profit optimization analyses across products and segments. Use performance data to recommend updates to appetite, coverage terms, pricing, and underwriting strategy. Track and synthesize portfolio KPIs - translating into product strategy and operational changes. YOU HAVE 7+ years of experience in financial services management & professional liability insurance, including extensive experience developing and managing rating manuals, underwriting guidelines, and policy forms. Expertise in pricing, portfolio management, and risk modeling across management liability lines, with a deep understanding of emerging and complex industries. Proven ability to design or reimagine products, including rating models, guidelines, and coverage forms. Strong organizational and analytical skills: Ability to conduct sophisticated data analysis, distill insights, and present actionable recommendations to internal and external stakeholders. Experience developing and executing strategies to scale: Proven track record of launching new products, optimizing product-market-fit, and driving profitable growth in a dynamic, fast-paced environment. Exceptional leadership and collaboration skills: Ability to lead cross-functional teams and drive change across underwriting, product, engineering, and data functions. A self-starter mindset: Comfortable with rolling up your sleeves to meet aggressive growth goals and continuously iterate on product offerings. WHO YOU WILL WORK WITH: Tanner Hackett, CEO & Founder: Having founded two other major startups, including Button and Lazada, Tanner now spends his time focused on mental health through his philanthropy, Openminded.org, in addition to reading, surfing, yoga, and enjoying the outdoors. Tobias Schuler, Chief Underwriting Officer: After becoming a Fellow of the Casualty Actuarial Society & working as a consultant actuary at EY for several years, Tobias went on to drive the actuarial data & systems teams at QBE. He further leveraged his deep insurance & technical expertise at Munich Re Digital Partners in North America, where he headed data & analytics & oversaw the data infrastructure behind some of their largest programs. Satwik Mysore, ML SMB Director : After graduating with an actuarial science degree, Satwik has spent most of his career at Travelers, where he built one of the largest and most profitable management liability books by forming strong broker relationships. Stanley Wang, Director, Pricing Analytics: Before joining Counterpart, Stanley worked as an actuary within the pricing solutions and methods team at USAA to combine actuarial pricing with data science models. Before that, he was a leading data scientist for Digital Partners, a Munich Re Company where he specialized in building data science models and insights for leading insurtech companies. He has had many other relevant roles such as capital modeling, risk management etc. He lives in New York with his growing family. Mike Foster, Insurance Operations Lead: MIke has over two decades of experience in insurance operations, strategy, transformation, and customer experience. Before joining Counterpart, Mike led a 120+ person team at Lincoln Financial, overseeing strategy, analytics, and service operations for group benefits. Earlier in his career, he spearheaded digital transformation efforts and managed large-scale operations teams at both Lincoln and Liberty Mutual, where he launched new service models and built cloud-native platforms from scratch. Mike is known for their thoughtful leadership, data-driven decision-making, and ability to scale operational excellence in complex environments. WHAT WE OFFER Unlimited Vacation: We offer flexible time off, allowing you to take time when you need it. Work from Anywhere: Counterpart is a fully distributed company, meaning there is no office. We allow employees to work from wherever they do their best work, and invite the team to meet in person a couple times per year. Stock Options Health, Dental, and Vision Coverage 401(k) Retirement Plan Parental Leave Home Office Allowance: to set up your home office with the necessary equipment and accessories. Book stipend Professional Development Reimbursement No working birthdays: Take your birthday off, giving you the opportunity to relax, enjoy your special day, and spend time with loved ones. Charitable Contribution Matching COUNTERPART'S VALUES Conjoin Expectations - it is the cornerstone of autonomy. Ensure you are aware of what is expected of you and clearly articulate what you expect of others. Speak Boldly & Honestly - the only failure is not learning from mistakes. Don't cheat yourself and your colleagues of the feedback needed when expectations aren't being met. Be Entrepreneurial - control your own destiny. Embrace action over perfection while navigating any obstacles that stand in the way of your ultimate goal. Practice Omotenashi (“selfless hospitality”) - trust will follow. Consider every interaction with internal and external partners an opportunity to develop trust by going above and beyond what is expected. Hold Nothing As Sacred - create routines but modify them routinely. Take the time to reflect on where the business is today, where it needs to go, and what you have to change in order to get there. Prioritize Wellness - some things should never be sacrificed. We create an environment that stretches everyone to grow and improve, which is fulfilling, but is only one part of a meaningful life. Our estimated pay range for this role is $200,000 to $270,000. Total compensation is determined by a variety of factors, including but not limited to, market data, location, internal equitability, and experience. We are committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. We are an Equal Opportunity Employer. We do not discriminate against qualified applicants or employees on the basis of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by federal, state, or local law, rule, or regulation.$200k-270k yearly Auto-Apply 60d+ agoOperations Specialist II - Sales (Remote Work from Home!)
Aldridge Pite LLP
Remote job
Aldridge Pite, LLP is a multi-state law firm that focuses heavily on the utilization of technology to create work flow synergies with its clients and business partners. Aldridge Pite is a full-service provider of legal services to depository and non-depository financial institutions including banks, credit unions, mortgage servicing concerns, institutional investors, private firms, and other commercial clients. Aldridge Pite is dedicated to providing best-in-class representation across all of its Practice Areas through its unwavering subscription to three fundamental tenets: Partnership, Integrity, and Innovation. Purpose The Operations Specialist II is a primarily remote position in the NY Foreclosure Department and is responsible for the review and management of all functions of pre and post-Sale. The Specialist will also correspond with clients and vendors related to all functions within the team, and maintaining up to date information in the firm's case management system and client systems. Specific Duties & Responsibilities Review files in the Sale milestone for readiness, scheduling and post-sale processing. Coordinate with the Court and Referee to secure Sale date. Review bids, prepare packages, secure publication and handle filings for Notice of Sale Ensure compliance in accordance with State and Firm guidelines. Timely and thoroughly updates case management/client system as files are worked and in regard to status. Responsibility to run SCRA/PACER checks as determined by firm and client requirements. Assist with other duties and special projects as needed and assigned by management. Job Requirements Bachelor's Degree Preferred Minimum 1-2 years of foreclosure experience; 2+ years preferred. Experience with New York Foreclosure preferred Basic knowledge of Microsoft Office (including Microsoft Excel) preferred, prior experience in foreclosure processing client systems preferred, previous law firm or loan processing experience preferred. Ability to type quickly and accurately, and proficiency with technology is a must. General Competencies Communications Writes and speaks effectively, using proper communication techniques for the situation; states own opinions clearly and concisely; demonstrates openness and honesty; listens well during meetings and feedback sessions; explains reasoning behind own opinions; ask others for their opinions and feedback; asks questions to ensure understanding; exercises a professional approach with others using all appropriate tools of communication; uses consideration and tact when offering opinions. Able to express ideas and transmit information clearly in writing. Customer Service Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect. Dependability Conscientious, responsible, and reliable with respect to work completion, schedules and deadlines, as well as attendance; demonstrates ability to adjust to changing job requirements and/or volume of work; uses resources, including time, effectively and efficiently; learns and uses technology and equipment to improve productivity. Initiative Identifies what needs to be done and takes action; keeps current with new work methods, skills, and technologies related to job/profess; willingly accepts additional assignments; takes appropriate action in face of obstacles; takes ownership for self-development and learning. Integrity and Ethics Demonstrates commitment to Bluegreen/Division/Department vision, mission and core values; participates in Bluegreen/Division/Department initiatives; takes action consistent with core values even when others don't; follows company/division/department policies, standards and procedures; follows through on commitments and agreements; holds self accountable for mistakes. Interpersonal Skills Develops and fosters professional relationships; builds rapport with others; approaches others about sensitive issues in non-threatening ways; listens to and acknowledges other ideas and concerns, even when holding a different opinion; regulates own emotions, thoughts and feelings. Is open to giving and receiving feedback. Job Knowledge Demonstrates knowledge of techniques, skills, equipment, procedures and materials applicable to their position. Applies knowledge to identify issues and internal problems; works to develop additional technical knowledge and skills. Quality of Work Maintains high standards despite pressing deadlines; does work right the first time; corrects own errors; regularly produces accurate, thorough, professional work relative to the position. Quantity of Work Produces an appropriate quantity of work; does not get bogged down in unnecessary detail; able to manage multiple projects; able to determine project urgency in a meaningful and practical way; organizes and schedules people and or tasks. In addition to remote work for most positions, we offer a comprehensive benefit program including: Medical, Dental and Vision Plans with Prescription coverage Pet Insurance Company Paid Life and Disability Insurance plans 401K Retirement Savings Plan Flexible scheduling (within reason, depending on position) Generous PTO plan for all full-time employees Full equipment station at no cost for remote employees, including dual monitors Employee Assistance Plan, offering free 24/7 counseling and consulting services to support emotional health and wellbeing Wellness programs and employee discounts Learning and development training opportunities for both personal and professional growth And so much more! Aldridge Pite, LLP is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal, state or local law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity.$42k-69k yearly est. Auto-Apply 60d+ agoBranch Relationship Manager
Telhio Credit Union
Westerville, OH
Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Branch Relationship Manager (BRM) is the key position that connects our branches to our community. With your leadership and expertise, the BRM role is a key part of the community and market that your branch represents. By meeting with new businesses and market chambers, you will drive the business back to your teams, allowing for opportunities for staff to create lasting relationships with our members. The Branch Relationship Manager is responsible for the day-to-day operations and activities at their Retail location(s). You are responsible for hiring and developing staff. You will lead your team to achieve performance excellence through effective coaching and development. With the help of your team, you will lead the branch to perform to goals set forth within Telhio's strategic goals. You will direct all aspects of branch operations, drive deposit growth, drive partner products and coach all employees towards member service excellence and sales success. Responsibilities Lead, plan and manage branch financial performance Direct, manage and develop Tellers, Relationship Bankers and other branch team members through effective coaching and training. Inspire each member of the branch team to achieve performance excellence and create lasting member relationships. Create a positive culture, where teamwork is paramount, excellent member service is achieved, and accountability is desired Recruit, retain and hire talent based on business needs Conduct quarterly and annual performance evaluations for all direct reports Build lasting member relationships internally and externally to contribute to achieving branch results Partners with Business Banking on joint business appointments, as needed, to build relationships with Small Businesses in the market. Attend community and volunteer events. Communicates openly with team and possesses the ability to make tough decisions. Manage and lead staff to conduct branch operations in accordance with our policy and procedures Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events Collaborating with Credit Union partners to elevate member experience, system processes and relationship building for members Manage and correct member complaints and handle all escalated items. Process member transactions accurately and efficiently (i.e. deposits, withdrawals, transfers and more) when applicable Open deposit and lending accounts and complete maintenance for existing and new members when applicable Other job duties and functions as assigned by leadership Responsible for all branch operations and audits. Ensure proper timekeeping for all branch staff. Manage & Lead Staff to conduct Branch Operations. Ensuring branch has all the necessary marketing and supplies to operate. Ensures proper branch cash levels are maintained by managing cash delivery/shipment. All scheduling done efficiently and effectively to accommodate member needs Responsible for branch performance in all metrics, including, but not limited to: Sales performance Member service Operational efficiencies Manage employee development and training effectively Ensure on-the-floor marketing materials are current. Ensure all necessary reporting is updated. Inform and update staff regarding new marketing promotions. Attend training/meetings as required by management. Lead meeting, as necessary, with branch employees. Complete all necessary reporting as required by management Mentor, coach, and motivate other team members (new and existing). Give regular feedback to staff on work performance by engaging in daily conversations with individuals and groups. Builds and maintains a dynamic culture. Completes performance reviews bi-annually, as directed by Telhio Leadership. Qualifications: High School Diploma/Equivalent (Required) Associates degree (Preferred) 3-5 years leadership experience (Required) 6-8 years of Retail Banking experience (Required) 1-3 years of Business Banking experience (Preferred) Notary License (Upon hire/ Required) NMLS Designation (Upon hire/ Required) Demonstrates in depth knowledge of financial products and banking regulations Demonstrates strong member advisory skills Demonstrates experience with/broad understanding of personal and commercial financial solutions Must be able to pass a background check including: Credit, Drug Screen, Criminal and bondability. What you will earn: Competitive salary Opportunity to earn incentive and bonus Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer$69k-97k yearly est. 60d+ agoMember of Client Experience, CXM
Anchorage Digital
Remote job
At Anchorage Digital, we are building the world's most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the first federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. As a Client Experience Manager, you will be the cornerstone of our client relationships, providing unparalleled white glove service to institutional clients from the moment they onboard and throughout their entire lifecycle with Anchorage Digital. Your mission is to ensure every client interaction is seamless and professional, characterized by proactive communication, meticulous account management, and a risk-conscious approach to every transaction. You'll become an expert on our clients' operations and serve as their internal advocate, anticipating their needs and ensuring they have a voice in our product development. This role requires close collaboration with your peers in Client Operations, KYC Operations, Sales, Product, and Engineering to continuously refine our processes and elevate the client experience.Technical Skills: Become a Product Expert: Master Anchorage Digital's expanding product suite, including our core services in digital asset custody, trading, staking & governance, and stablecoins. You'll be the first point of contact for complex client inquiries, providing swift and capable answers, and actively educating clients on how to best leverage our platform for their specific needs. Navigate the Crypto Landscape: Possess an excellent understanding of blockchains and the evolving crypto industry to effectively support clients and anticipate emerging needs. Bridge TradFi & DeFi: Leverage your knowledge of traditional financial services, with a specific focus on hedge funds, asset managers, and institutional investors. A firm grasp of operational flows within a traditional financial institution, including Know Your Client (KYC) processes and contract management, is crucial for serving our sophisticated institutional clients. This includes understanding and navigating specialized structures like Special Purpose Vehicles (SPVs), segregated portfolios, and fund of funds. Apply your knowledge of risk management and compliance to ensure all client activities and transactions align with established policies and regulatory requirements. Complexity and Impact of Work: This is a dynamic role where your contributions have a direct impact on our clients and our business. Your day-to-day responsibilities include: Client Integration & Onboarding: Provide white-glove service throughout the client onboarding process. This includes managing the operational integration of a client with the Anchorage Digital platform, ensuring a seamless and efficient transition from initial setup to go-live. You'll coordinate with internal teams to ensure a smooth and timely integration, establishing the foundation for a long-term partnership. Day-to-Day Client Support: Proactively and swiftly resolve client issues, working in lockstep with internal stakeholders to provide exceptional service. Operational Excellence: Contribute to the development and enhancement of runbooks as new processes and products are introduced. Your input will be critical for scaling our operations efficiently. Identify and drive operational process reengineering opportunities. Strategic Reporting: Assist in the preparation of client reporting and key metrics, providing valuable insights to senior management. Leveraging Emerging Technology: We are a forward-thinking team, and you'll play a role in this by having a basic understanding of AI and a passion for leveraging it to improve our operational processes. We expect you to explore how generative AI, machine learning, and automation can enhance our client service, streamline workflows, and ultimately deliver a better experience for our clients and our team. Organizational Knowledge: Champion Our Vision: Understand Anchorage Digital's overarching strategy and how the Client Experience team contributes to our success. You'll be able to clearly articulate the "why" behind our work to both internal and external stakeholders. Be a Knowledge Hub: Efficiently source answers from our knowledge base (Notion, Slack, JIRA, Salesforce) and strategically engage subject matter experts when needed. Cross-Functional Partnership: Collaborate thoughtfully and effectively with team members and interdepartmental stakeholders, including Product and Engineering, to support our clients and drive company initiatives. Communication and Influence: A Confident Communicator: Comfortable, confident, and effective in communicating with a wide range of clients, from startups and protocols to C-suite partners at established venture capital firms, hedge funds, and asset managers. A Client Advocate: Adept at digesting and articulating complex client use cases in digital assets to inform our product roadmap and prioritization. You will serve as the voice of the client to our Product and Engineering teams, ensuring their needs are met and directly influencing our future innovations. About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 600 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.$35k-59k yearly est. Auto-Apply 60d+ agoClient Delivery Knowledge & Product Support Intern - Remote
Velera Solutions
Remote job
Join the People Helping People Velera is the nation's premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners' success through innovative financial technology solutions and inspired service. The Opportunity The Intern - Client Service Delivery Knowledge and Product Support can expect to learn implementation of Velera's digital fintech products, each designed with business and consumer market interest. Our implementation process set-up and configuration of fintech products Velera set-up systems such Services Management, PCF, and Security Admin Access; as well as configuration tools Admin Connect and m-Console used to deliver artwork and logos to mobile devices. Our fintech products, as examples include: Digital Wallets, Digital Card Management, DX Mobile (DXM), Digital Xperience Online (DXO) Alerts and Controls . Day in the Life Assist the project manager in the implementation and delivery of fintech products to our financial institutions. Become a subject matter expert in the set-up of our DX Mobile and Alerts/Controls product by learning our Velera set-up systems such Services Management, PCF, and Security Admin Access; as well as configuration tools Admin Connect and m-Console used to deliver artwork and logos to mobile devices. Push financial institutions' apps to the Google and Apples stores for approval and availability for cardholders to download to mobile device for usage. Collaborate with team members to develop, enhance, our current digital implementation procedures; and management level Service Now reporting processes. Our Program When selecting a company for your career are you someone that values bettering communities and the people that live in those communities? Are you looking for an organization that is leading in its industry and continues to grow and innovate based on client needs and industry trends? Does the idea of outstanding team culture and a career that fits your life and goals exciting? Velera's Summer Internship Program provides you - a student enrolled in an accredited university - with the chance to develop and hone your skills in business. We offer the opportunity to build for your future by learning firsthand the Financial and more specifically Credit Union industry through professional inter-organizational experience, coupled with focused learning opportunities in your chosen career path or developmental interest. You'll also gain insight into our rich history, our unique culture, and our committed social conscience. Over the course of this 11-week program, June 1 - August 14, 2026, it is VELERA's goal to provide our interns not only with a real job experience that better prepares future graduates for their chosen profession, but to provide them the knowledge and experience vital to navigate a business environment. In our program, interns will engage with a group of their peers in acquiring a knowledge foundation in Credit Unions, the financial industry, Six Sigma, preparing for a job search, presentation skills, and more. You will also be given opportunities to network directly with industry leaders at Velera. Velera Intern Program Entry Qualifications Enrolled in an accredited undergraduate degree program - upperclassmen and graduate students preferred. Outstanding verbal and written communication skills, with the ability to coordinate thoughts, communicate, completely, and concisely. Strong, organizational, and detail skills, with the ability to consistently perform as business requests. Strong critical thinking, problem-solving, and cross-functional collaboration skills. Ability to adjust easily when directions and priorities change on short notice. Proficiency in MS Office Suite with a heavy emphasis on Excel. Proficiency in software that applies to your major and function-specific internship. Passion for learning the Credit Union Industry. Believe in Velera's culture and values. Ideal candidates have passion for their community as well as a commitment to diversity, equity, and inclusion. About Velera At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners. Learn more about our commitment to Diversity, Equity, and Inclusion HERE! Pay Equity $21.00 - $22.00 Actual Pay will be adjusted based on experience and other job-related factors permitted by law. Great Work/Life Benefits! Competitive wages Medical with telemedicine Dental and Vision Basic and Optional Life Insurance Paid Time Off (PTO) Maternity, Parental, Family Care Community Volunteer Time Off 12 Paid Holidays Company Paid Disability Insurance 401k (with employer match) Health Savings Accounts (HSA) with company provided contributions Flexible Spending Accounts (FSA) Supplemental Insurance Mental Health and Well-being: Employee Assistance Program (EAP) Tuition Reimbursement Wellness program Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law. Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster . Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information. Velera is an E-Verify Employer. Review the E-Verify Poster here . For information regarding your Right To Work, please click here . This role is currently not eligible for sponsorship. As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at ********************* for assistance.$39k-61k yearly est. Auto-Apply 14d agoGlobal Head of Treasury
Omnissa
Remote job
We are Omnissa! Omnissa is the first AI-driven digital work platform, designed to support flexible, secure, work-from-anywhere experiences. We integrate industry-leading solutions including Unified Endpoint Management, Virtual Apps and Desktops, Digital Employee Experience, and Security & Compliance-into a seamless, autonomous workspace that adapts to how people work. Our platform enhances employee engagement while optimizing IT operations, security, and costs. Guided by our Core Values-Act in Alignment, Build Trust, Foster Inclusiveness, Drive Efficiency, and Maximize Customer Value-we are growing rapidly and committed to delivering meaningful impact. If you're passionate about shaping the future of work, we'd love to hear from you. What is the opportunity? As the Global Head of Treasury at Omnissa, you will lead the company's treasury functions, overseeing cash management, risk mitigation, investment strategy, and insurance programs. You will partner closely with senior leadership to develop financial strategies that support business growth while safeguarding the organization's financial health. This is a unique opportunity to drive strategic initiatives at a global scale while optimizing operational effectiveness and risk management practices. What you'll do: Oversee the management of the organization's cash flow, ensuring sufficient funds are available to meet financial obligations, optimizing cash balances, and investing surplus funds. Direct day-to-day treasury operations including banking relationships, cash management, liquidity management, debt management, and letters of credit/guarantees. Identify and assess financial risks such as foreign exchange risk, liquidity risk, and interest rate fluctuations; develop and implement risk mitigation strategies. Manage foreign currency movements and assess risks associated with repatriation of funds. Oversee investment activities to maximize returns while maintaining acceptable risk levels; monitor investment performance and make recommendations. Manage Corporate insurance programs with our brokers (e.g. D&O, E&O, Cyber, Property, casualty, workers comp) including annual renewals; maintaining current insurance certificates and delivery to third parties as required; collaboration with departments to understand risk management needs. Support syndication and maintenance of credit facilities. Provide financial analysis and strategic advice to senior management, assessing the financial impact of projects and investments. Build and maintain positive relationships with banks, financial institutions, auditors, and regulatory bodies; represent the organization in financial matters. Stay informed about financial industry trends, regulations, and best practices; identify and implement process improvements to enhance financial efficiency and effectiveness. What will you bring to Omnissa? 6-8 years of experience in cash management, treasury, and insurance risk management. Experience in a leadership role with increasing levels of responsibility in management and business operations support. Proven ability to build and manage high-performing teams. Strong financial capabilities including skills to create and utilize complex financial models. Deep understanding of financial instruments, hedging, and market dynamics. Proficiency in Excel, PowerPoint, and Word; strong knowledge of cash management products, eBanking portals, and treasury management systems. Strong analytical skills with attention to detail and accuracy. Ability to work independently and collaboratively in a team environment. Effective communication and presentation skills. Location: Remote, United States (Eastern or Central time zone location) Location Type: Remote or Hybrid (location dependent) Education: Bachelor's degree in Finance, Accounting, Economics, or a related field is required. An advanced degree such as an MBA or a CPA designation is preferred. The typical base salary range for this role across the U.S. is USD $169,500 - $282,500 per year. This role may also be eligible for benefits and additional compensation, such as commission, bonuses, and equity. Omnissa is an Equal Employment Opportunity company and Prohibits Discrimination and Harassment of Any Kind: Omnissa is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Omnissa are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Omnissa will not tolerate discrimination or harassment based on any of these characteristics. Omnissa welcomes applicants of all ages. Omnissa will provide reasonable accommodations to applicants and employees who have protected disabilities consistent with local law. This job requisition is not eligible for employment-based immigration sponsorship by Omnissa.$91k-132k yearly est. Auto-Apply 39d ago
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