IT Project Manager
Tandym Group
Remote job
A top Fortune 50 financial institution is seeking a Project Manager to lead complex, technology-driven initiatives across the enterprise. This fully remote role is ideal for a seasoned IT Project Manager experienced in delivering large-scale waterfall projects and navigating challenging stakeholder conversations. About the Opportunity: Schedule: Monday to Friday Hours: 8:am to 4:30pm Setting: Remote Responsibilities: Leading end-to-end delivery of complex technical projects following SDLC and waterfall methodologies Managing scope, schedule, risks/issues, budget, communications, procurement, and change control Liaising with business and technical stakeholders and communicating effectively at all management levels Managing project activities using ServiceNow, M365, and project governance tools Preparing project reports, maintaining roadmaps, updating staffing/resource profiles, and forecasting budgets Leading IT infrastructure and facilities upgrade projects, sometimes simultaneously Driving vendor management, reviewing invoices, and overseeing deliverables Ensuring adoption of change through strong communication and stakeholder alignment Continuously improving delivery processes, project reporting, and team organization Qualifications: 7+ years of combined IT Project Management experience Proven track record delivering Waterfall projects and managing complex technical initiatives Experience navigating difficult conversations and aligning cross-functional teams Strong background in Project Delivery, Forecasting, and SDLC Governance Familiarity with ServiceNow and M365 Strong communication, stakeholder management, and leadership skills (courageous servant leadership mindset) Desired Skills: PMP or similar PM certifications Experience in the Financial industry Solid understanding of Security rigor and branch/campus technology implementations Background delivering Security Infrastructure-related technologies Experience with Azure DevOps$88k-123k yearly est. 4d agoUX/UI Designer - Mid - Level
Prestige Staffing
Remote job
UX/UI Designer Pay:$130,000-150,000 We are seeking a talented UX/UI Designer to join a fast-growing fintech startup specializing in innovative, data-rich enterprise solutions for the financial industry. This role offers an exciting opportunity to influence product design in a high-impact environment, working closely with cross-functional teams to create intuitive, scalable interfaces for complex workflows. The ideal candidate will have a strong background in designing web-based, B2B applications, with proven experience in handling dense data visualizations and workflow automation tools. Requirements 3-5 years of professional UX/UI design experience, with a focus on web-based enterprise software. Proven portfolio demonstrating experience with complex, data-heavy applications, preferably within the finance sector. Expertise in Figma is mandatory. Strong understanding of usability principles, interaction design, and component-based design systems. Ability to translate complex requirements into clean, user-friendly interfaces. Self-motivated, highly organized, and comfortable working in a fast-paced, remote startup environment. Excellent collaboration skills with product managers, engineers, and stakeholders. Responsibilities Partner with product teams to convert business requirements into clear, engaging user interfaces. Design wireframes, high-fidelity mockups, and interactive prototypes for dashboards, workflows, and forms. Contribute to and help evolve the company's design system, ensuring consistency and scalability. Build and maintain a comprehensive design library, including component rules and guidelines. Enhance the visual clarity of complex data visualizations and user flows to improve user experience. Collaborate with subject matter experts to validate workflows and refine designs iteratively. Support additional design initiatives such as presentations, marketing materials, and sales collateral as needed. Actively share feedback and best practices to foster a strong UX culture within the team. Benefits Opportunity to design mission-critical tools used by industry-leading financial institutions. Clear career progression towards lead UX designer responsibilities. Be part of a high-growth, well-funded startup poised for scale. Collaborative, innovative work environment with direct impact. Flexible remote work arrangement with optional in-person collaborations in NYC$130k-150k yearly 4d agoSr. Audit Manager- Treasury/Finance
City National Bank
Remote job
WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks . ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit . EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.$99k-176k yearly 20h agoDirector, Figure Markets Customer Service
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 We are looking for a driven, customer service oriented, roll up your sleeves type of leader who has a proven track record in building and delivering excellent service operations within financial services and is curious about innovative blockchain technology. As the Customer Service Operations Director, you will build out the initial customer service operations team for Figure Markets and learn all things about the business by sitting in the heart of the action. You will provide leadership to the Figure Markets Customer Service Operations team and oversee the day to day customer service. You will show your commitment and enthusiasm for the Customer Success function and the high level customer experience Figure Markets strives to achieve. Your effective communication, problem solving, and attention to detail will contribute to key outcomes that secure existing business initiatives, drive brand engagement, and ensure customer success. You will keep Figure Markets accountable to its customers by leading the team in troubleshooting problems and providing solutions with knowledge and empathy. What You'll Do Define and build out the customer support operations processes for Figure Markets Promote brand recognition and loyalty by ensuring unrivaled support to our customers via phone, chat interactions, and email Oversee the day to day workforce management of the customer operations team and focus on delivering industry leading service Manage the shift schedule for accurate planning and shift coverage Resolve escalated complaint issues from the team and provide oversight Provide insight into metrics to collect and report Manage and report on onboarding processes for Figure Markets and all customer service interactions Read, analyze reporting, and make data-driven recommendations to management Provide regular performance feedback to the team Ensure performance and disciplinary issues are dealt with and escalated appropriately Drive a culture of diversity and inclusion within the team Make process improvements for Figure Pay and Figure Marketplace Participate in new training and licensing programs to expand the team's capabilities What We Look For BA/BS from an accredited university preferred 8+ years of experience in customer service and operations 5+ years of experience leading or supervising a team providing customer service and operations An experienced leader who fosters a value-based culture, with respectful interactions, behaviors, and attitudes. Flexibility and adaptability to ongoing refinements in process and structure Confident, friendly, and compassionate communication skills Ability to successfully complete the required compliance training A positive and problem solving approach to customer service Process driven organizational skills A quick and flexible learning style with the ability to navigate new technology platform Salary Compensation Range: $138,400 - $173,000/yr 25% annual bonus target, paid quarterly Company equity in the form of RSUs 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-RF1 #LI-Remote$138.4k-173k yearly Auto-Apply 4d agoAssociate/Analytics (Risk, Investigations & Analytics practice)
CRA International, Inc.
Remote job
About Charles River Associates 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+ 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 5d 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 4d agoEnforcement and Removal Assistant (OA)
Department of Homeland Security
Westerville, OH
Organizational Location: These positions are located in the Department of Homeland Security, U.S. Immigration and Customs Enforcement, Enforcement and Removal Operations (ERO), in multiple locations specified in this announcement. Note: The duty location extended at the final job offer will be based on the needs of the agency, availability of positions, and funding. Summary Organizational Location: These positions are located in the Department of Homeland Security, U.S. Immigration and Customs Enforcement, Enforcement and Removal Operations (ERO), in multiple locations specified in this announcement. Note: The duty location extended at the final job offer will be based on the needs of the agency, availability of positions, and funding. Overview Help Accepting applications Open & closing dates 10/27/2025 to 12/31/2025 Salary $34,454 to - $49,927 per year The salary range shown is for base salary only, actual salary will be determined based on the duty location of the selectee. Pay scale & grade GS 5 - 6 Locations Many vacancies in the following locations: Anchorage, AK Birmingham, AL Gadsden, AL Mobile, AL Show morefewer locations (185) Montgomery, AL Fayetteville, AR Fort Smith, AR Little Rock, AR Texarkana, AR Eloy, AZ Florence, AZ Phoenix, AZ Tucson, AZ Yuma, AZ Adelanto, CA Bakersfield, CA Calexico, CA Camarillo, CA El Centro, CA Fresno, CA Los Angeles, CA Morgan Hill, CA Redding, CA Sacramento, CA San Bernardino, CA San Diego, CA San Francisco, CA Santa Ana, CA Santa Maria, CA Stockton, CA Alamosa, CO Aurora, CO Centennial, CO Craig, CO Durango, CO Florence, CO Frederick, CO Grand Junction, CO Hartford, CT Dover, DE Fort Myers, FL Jacksonville, FL Miami, FL Miramar, FL Orlando, FL Plantation, FL Pompano Beach, FL Stuart, FL Tallahassee, FL Tampa, FL Atlanta, GA Folkston, GA Lumpkin, GA Savannah, GA Tamuning, GU Honolulu, HI Cedar Rapids, IA Des Moines, IA Sioux City, IA Boise, ID Idaho Falls, ID Twin Falls, ID Broadview, IL Chicago, IL Rock Island, IL Indianapolis, IN Wichita, KS Bowling Green, KY Louisville, KY Alexandria, LA Baton Rouge, LA Jena, LA Lafayette, LA New Orleans, LA Oakdale, LA Winnfield, LA Burlington, MA Baltimore, MD Salisbury, MD Scarborough, ME Detroit, MI Fort Snelling, MN Grand Rapids, MN Kansas City, MO Saint Louis, MO Strafford, MO Gulfport, MS Pearl, MS Billings, MT Cary, NC Charlotte, NC Greensboro, NC Hendersonville, NC Wilmington, NC Grand Forks, ND Grand Island, NE North Platte, NE Omaha, NE Manchester, NH Elizabeth, NJ Mount Laurel, NJ Newark, NJ Albuquerque, NM Chaparral, NM Las Cruces, NM Roswell, NM Las Vegas, NV Reno, NV Batavia, NY Buffalo, NY Central Islip, NY Champlain, NY Malta, NY New York, NY Brooklyn Heights, OH Cincinnati, OH Westerville, OH Oklahoma City, OK Tulsa, OK Eugene, OR Medford, OR Portland, OR Lords Valley, PA Philadelphia, PA Philipsburg, PA Pittsburgh, PA Williamsport, PA York, PA Aguadilla, PR Guaynabo, PR Warwick, RI Charleston, SC Columbia, SC Greer, SC Sioux Falls, SD Chattanooga, TN Knoxville, TN Nashville, TN Alvarado, TX Amarillo, TX Anson, TX Athens, TX Austin, TX Big Spring, TX Conroe, TX Corpus Christi, TX Dallas, TX Del Rio, TX Edinburg, TX El Paso, TX Harlingen, TX Houston, TX Huntsville, TX Karnes City, TX Laredo, TX Livingston, TX Los Fresnos, TX Lubbock, TX Memphis, TX Midland, TX Pearsall, TX Pecos, TX Pflugerville, TX Raymondville, TX San Angelo, TX San Antonio, TX Taylor, TX Waco, TX Ogden, UT Orem, UT Saint George, UT West Valley City, UT Bowling Green, VA Chantilly, VA Harrisonburg, VA Norfolk, VA Richmond, VA Salem, VA Charlotte Amalie, VI Saint Thomas, VI Saint Albans, VT Ferndale, WA Richland, WA Seattle, WA Tacoma, WA Yakima, WA Milwaukee, WI Charleston, WV Cheyenne, WY Remote job No Telework eligible No Travel Required Occasional travel - You may be expected to travel for this position. Relocation expenses reimbursed No Appointment type Permanent Work schedule Full-time Service Competitive Promotion potential 8 Job family (Series) * 1802 Compliance Inspection And Support Supervisory status No Security clearance Other Drug test Yes Position sensitivity and risk Moderate Risk (MR) Trust determination process * Credentialing * Suitability/Fitness Financial disclosure No Bargaining unit status No Announcement number OPM-ERO-12821413-DHA-JS Control number 848932400 This job is open to Help The public U.S. Citizens, Nationals or those who owe allegiance to the U.S. Career transition (CTAP, ICTAP, RPL) Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants. Clarification from the agency These positions will be filled through the Office of Personnel Management's Direct Hire Authority for the occupation and is open to all U.S. citizens. Duties Help As an Enforcement and Removal Assistant (OA), at the full performance level you will perform a variety of duties, such as: * Researching detainee history using multiple sources to establish identity/citizenship and manage detained and non-detained dockets. * Providing administrative support to managers, supervisors, or staff members by assisting in the day-to-day management of the office's activities. * Summarizing and tabulating detainee information from various reports and utilizing a variety of databases and automated systems. * Generating and verifying detainee reports, encounters, charging documents, studies, data quality and create and revise spreadsheets charts, graphs, and presentations. * Exercising quality control over bond paperwork. Requirements Help Conditions of employment * You must be a U.S. citizen to apply for this position. * You must successfully pass a background investigation. This may include a credit check, a review of financial issues, as well as certain criminal offenses and illegal use or possession of drugs. * Selective Service: Males born after 12/31/59 must be registered or exempt from Selective Service (see ********************* * One-year probationary period may be required. * A pre-employment drug test will be required. * If you receive a conditional offer of employment for this position, you will be required to complete an Optional Form 306, Declaration for Federal Employment, and to sign and certify the accuracy of all information in your application. * DHS uses e-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. * All Federal employees are required to have Federal salary payments made by direct deposit to a financial institution of their choosing. * Incentives may be authorized; however, this is contingent upon funds availability. * License required: No * Pre-employment physical required: No * Qualification requirements must be met for those applications submitted by each cut-off date. * Complete the initial online assessments and USA Hire Assessment, if required. Qualifications You must demonstrate you meet the Minimum Qualification Requirements and the Typing Requirement as noted below. Minimum Qualifications for GS-05 Specialized Experience: You must have at least one year of specialized experience equivalent to the GS-04 level in the Federal service that included experience such as: * Performing recordkeeping and reporting. * Compiling, maintaining, and updating automated records. * Responding to requests for procedural information. OR Education substitution: You must have successfully completed four years of education above high school in any field for which high school graduation or the equivalent is the normal prerequisite. This education was obtained in an accredited business, secretarial or technical school, junior college, college, or university. One year of full-time academic study is defined as 30 semester hours, 45 quarter hours, or the equivalent in a college or university, or at least 20 hours of classroom instruction per week for approximately 36 weeks in a business, secretarial, or technical school. OR Combination of Education and Experience: You must have an appropriate combination of successfully completed post-high school education and experience to meet the total qualification requirements for the GS-05 grade level. Only education in excess of the first 60 semester hours (i.e., beyond the second year) is creditable toward meeting the specialized experience requirement. One full academic year of study (30 semester hours) beyond the second year is equivalent to 6 months of specialized experience. This will be calculated using your resume and unofficial transcripts or a list of courses/course hours submitted with your application Minimum Qualifications for GS-06 Specialized Experience: You must demonstrate at least one year of specialized experience equivalent in difficulty and responsibility to the GS-05 level in the Federal service that included experience such as: * Processing individuals arrested or detained by law enforcement officials (e.g., booking and property inventory procedures). * Performing file searches and assembling documentation. * Responding to routine requests and issues regarding legal or law enforcement policies, practices and procedures. Typing Requirement In addition to meeting the minimum qualification requirements, you must show possession of the ability to type at least 40 words per minute based on a 5-minute sample, with three or fewer errors. You may self-certify your proficiency in the Occupational Questionnaire. All qualification requirements must be met by the cutoff dates listed under additional information. Qualification claims will be subject to verification. Do not copy and paste the duties, specialized experience, or occupational assessment questionnaire from this announcement into your resume as that will not be considered a demonstration of your qualifications for this position. NOTE: Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community, student, social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience. Education If you are claiming education as any part of your qualifications for this position, you must submit an official transcript, unofficial transcript, or a list including courses, grades earned, completion dates, and quarter and semester hours earned. Special Instructions for Foreign Education: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university. Failure to provide such documentation with your application will result in lost consideration. For further information, visit: ************************************************************************** Additional information THIS IS AN OPEN CONTINUOUS ANNOUNCEMENT. Applicants will be referred periodically throughout the announcement period based on the schedule below. * 1st Cut-off on 11/01/2025 * 2nd Cut-off on 12/01/2025 * Final Cut-off on 12/31/2025 Salary: The salary range indicated in this announcement will be adjusted to include locality payment for selected duty location. General Schedule locality pay tables may be found under Salaries & Wages. Promotion Potential: When promotion potential is shown, the agency is not making a commitment and is not obligated to provide future promotions to you if you are selected. Future promotions will be dependent on your ability to perform the duties at a higher level, the continuing need for an employee assigned to the higher level, and administrative approval. Background Investigation: To ensure the accomplishment of our mission, DHS requires every employee to be reliable and trustworthy. To meet these standards, all selected applicants must undergo and successfully obtain and maintain a background investigation for Public Trust as a condition of placement into this position. This may include a credit check, a review of financial issues such as delinquency in the payment of debts, child support and/or tax obligations, as well as certain criminal offenses and illegal use or possession of drugs. Pursuant to Executive Order 12564, and the DHS Drug-Free Workplace Plan, ICE is committed to maintaining a drug-free workplace and, therefore, personnel in safety- or security-sensitive positions (testing designated positions) are subject to random drug testing. Moreover, other drug testing of employees (e.g., reasonable suspicion drug test) may be conducted in order to ensure a safe and healthy work environment. All applicants tentatively selected for employment at ICE are subject to pre-employment drug testing and a final offer of employment is contingent upon a negative drug test result. Reasonable Accommodation (RA) Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a RA in your online application. Requests for RA for the USA Hire Competency Based Assessments and appropriate supporting documentation for RA must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for RA are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments, based on your adjudication decision. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments if you received the link after the close of the announcement. To determine if you need a RA, please review the Procedures for Requesting a Reasonable Accommodation for Online Assessments. (https://appsupport.usastaffing.gov/hc/en-us/sections/**********9652-Reasonable-Accommodation-Information) Expand Hide additional information Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Benefits: DHS offers competitive salaries and an attractive benefits package, including: health, dental, vision, life, and long-term care insurance; retirement plan; Thrift Savings Plan [similar to a 401(k)]; Flexible Spending Account; Employee Assistance Program; personal leave days; and paid federal holidays. Other benefits may include: flexible work schedules; telework; tuition reimbursement; transportation subsidies; uniform allowance; health and wellness programs; and fitness centers. DHS is committed to employee development and offers a variety of employee training and developmental opportunities. For more information, go to the DHS Careers website and select "Benefits." Disabled veteran leave will be available to any Federal employee hired on or after November 5, 2016, who is a veteran with a service-connected disability rating of 30 percent or more. A student loan repayment incentive may be available, in which case a service agreement will be required. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How you will be evaluated You will be evaluated for this job based on how well you meet the qualifications above. You will be evaluated based on how well you meet the qualifications listed in this vacancy announcement. Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), your responses on the application questionnaire, and your responses to all assessments required for this position. You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics): * Flexibility * Integrity/Honesty * Interpersonal Skills * Reading Comprehension * Reasoning * Self-Management Overstating your qualifications and/or experience in your application materials or application questionnaire may result in your removal from consideration. Cheating on an assessment may also result in your removal from consideration. To preview the assessment questionnaire, click the following link: ******************************************************** Direct Hire Authority: These positions will be filled through the Office of Personnel Management's Direct Hire Authority. The "Rule of Three", Category Rating and Veterans Preference will not apply to this vacancy. For more information on Direct Hire Authority, please see: OPM Direct Hire Fact Sheet. Veterans: Although the Direct Hire Authority permits hiring without regard to Veterans Preference, applicants who are eligible for Veterans Preference are still encouraged to include that information in their application and submit supporting documentation (i.e. DD-214, or other substantiating documents). View information on veterans' preference. Career Transition Assistance Program: This program applies to Federal service employees whose positions have been deemed surplus or no longer needed, or employees who have been involuntarily separated from a Federal service position within the competitive service. To receive selection priority for this position, you must: 1) meet eligibility criteria for CTAP or ICTAP; 2) be rated well-qualified for the position; and 3) submit the appropriate documentation to support your CTAP or ICTAP eligibility. Well-Qualified includes those applicants whose knowledge, skills, and abilities clearly exceed the minimum qualification requirements for the position. For information on eligibility criteria and required documentation, go to: ************************************************************ Current or Former Political Appointees: The Office of Personnel Management (OPM) must authorize employment offers made to current or former political appointees. If you are currently, or have been within the last 5 years, a political Schedule A, Schedule C, Non-career SES or Presidential Appointee employee in the Executive Branch, you must disclose this information to the Human Resources Office. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Benefits: DHS offers competitive salaries and an attractive benefits package, including: health, dental, vision, life, and long-term care insurance; retirement plan; Thrift Savings Plan [similar to a 401(k)]; Flexible Spending Account; Employee Assistance Program; personal leave days; and paid federal holidays. Other benefits may include: flexible work schedules; telework; tuition reimbursement; transportation subsidies; uniform allowance; health and wellness programs; and fitness centers. DHS is committed to employee development and offers a variety of employee training and developmental opportunities. For more information, go to the DHS Careers website and select "Benefits." Disabled veteran leave will be available to any Federal employee hired on or after November 5, 2016, who is a veteran with a service-connected disability rating of 30 percent or more. A student loan repayment incentive may be available, in which case a service agreement will be required. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. Required documents Required Documents Help To apply for this position, you must submit a complete Application Package which includes: 1. Your resume showing relevant experience, education and training. Work experience must include: job title, duties, employer's name, employer's telephone number, employer's address, starting and ending dates (MM/YY), hours worked per week, and indicate whether or not we may contact your current supervisor. Limit your resume to two pages. Only resumes 2 pages in length will be accepted to determine eligibility and qualifications. For more information, view the following link. USAJOBS Help Center - Update your resume now so it meets new resume requirements 2. Other supporting documents (only submit if applicable to you): * Are you qualifying based on education? Submit a copy of your college transcript (unofficial is acceptable) or a list of coursework with hours completed. * Are you a veteran entitled to preference? Submit Member Copy 4 of your DD-214 or other (Certificate of Release or Discharge from Active Duty) or notice form. Those applying for 10-Point preference must fill out the SF-15 and provide an official document dated 1991 or later, from the Department of Veterans Affairs or from a branch of the Armed Forces, and/or any other associated documentation based on your preference. If applying based on eligibility under the Veterans Opportunity to Work (VOW) Act, you must submit certification from the Armed Forces that you will be discharged or released from active duty within 120 days from the date on the certification. This must indicate your dates of service, your rank, and confirm that you will be separated under honorable conditions. * Are you claiming special priority selection rights under the Career Transition Assistance Program (ICTAP/CTAP)? If so, submit all of the following: * A copy of your RIF separation notice, notice of proposed removal for failure to relocate, notice of disability annuity termination, or certification from the National Guard Bureau or Military Department that you are eligible for disability retirement; * A copy of your most recent SF-50 "Notification of Personnel Action'', noting your positions, grade level, and duty location; * A copy of your latest performance appraisal including your rating; and * Any documentation from your agency that shows your current promotion potential, if applicable. * Are you a current or former political Schedule A, Schedule C, Non-career SES or Presidential Appointee employee? Submit a copy of your applicable SF-50, along with a statement that provides the following information regarding your most recent political appointment: * Position title; * Type of appointment (Schedule A, Schedule C, Non-career SES, or Presidential Appointee); * Agency; and * Beginning and ending dates of appointment. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.$34.5k-49.9k yearly 47d 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. This job is accepting ongoing applications and there is no application deadline. 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 12d agoDigital Content Strategist and Editor Vice President
Jpmorganchase
Columbus, OH
Our J.P. Morgan Wealth Management Content team is seeking a digital content strategist and editor to help us create distinct and compelling content for our affluent and high-net-worth audiences. This is an exciting opportunity to make an impact in a rapidly evolving part of the firm as we strive to serve our clients in new ways. We're a highly motivated team that operates like a news organization. This is a great job for someone who is a subject matter expert in finance, is passionate about financial literacy and has extensive writing and/or journalism experience and a strong creative streak. As a Digital Content Strategist and Editor Vice President on the J.P. Morgan Wealth Management Content team, you will develop content for our advisors and their clients, assigning and editing articles and curating newsletters to provide educational insights and lead engagement with our affluent and high-net-worth client base. Job responsibilities Lead forward an advisor-focused content strategy with measurable impact. This includes creating a blueprint for content distribution, especially related to how advisors can most easily utilize the content to deepen their relationships with clients and prospects. Use the firm's award-winning research and thought leadership to create written digital content in the form of news and educational articles, newsletters and email templates, for both existing and prospective clients who are affluent and/or high net worth. Identify emerging trends and timely content that is relevant for legacy planning, retirement and investing. Work with freelancers and in-house subject matter experts to create copy for a variety of content; including web-based articles, emails and newsletters. Partner closely with thought leaders and specialists, business and product leads, practice management, content creators, marketers and communicators across the company. Leverage materials from other lines of business within J.P. Morgan to provide clients with relevant and timely content. Manage multiple strategic content projects. Required qualifications, capabilities, and skills: 6+ years of experience writing and editing for digital content or news media organizations or financial institutions; Bachelors Degree A natural storyteller with a passion for getting creative, making the complex approachable and bringing ideas to life. Highly organized and collaborative thinker. Experience in writing about financial topics like investments, trading, retirement and wealth management. A track record of leading business results Strong familiarity with data and analytics platforms and data-driven decision-making. Effective communication skills, both written and oral, with the ability to present information clearly and professionally. Ability to work collaboratively and partner with others. Strong initiative, energy and confidence. Genuine interest in the world of financial markets and personal finance. Occasional domestic travel may be required. Preferred qualifications, capabilities, and skills: Experience writing for an affluent and/or high-net-worth audience. Knowledge of Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word). Financial credentials. Experience working with financial advisors$71k-95k yearly est. Auto-Apply 10d agoRegional Sales Executive
Breeze Unlimited
Remote job
Job Description Straight Talk About This Role Let's skip the fluff. This is a strategic sales position for someone who knows the core banking space and is ready to do it better. You've sold into banks. You understand the politics and the pain points of legacy vendors. You're tired of slow-moving giants with big promises and little follow-through. We back our sales team with real product strength, fair pricing, and a partnership-first mindset. You'll thrive here if you: • Have 5 plus years selling core banking software or enterprise solutions into financial institutions • Understand how community banks make decisions and what challenges they face • Can clearly articulate concepts related to compliance, conversions, and contracts • Want to work directly with executives and influence go-to-market strategy • Value transparency, simplicity, and doing right by your clients • Are motivated by impact, not just activity We are seeking a driven and experienced Regional Sales Executive to join our growing team. This role is responsible for identifying, qualifying, and closing net-new sales opportunities while managing the full sales cycle from first engagement to signed agreements. The RSE plays a critical role in expanding our footprint across community banks and credit unions nationwide. We are more than a financial services software company. We are a trusted partner committed to empowering local financial institutions to thrive in today's evolving banking landscape. If you want to help reshape the future of community banking while selling a platform you truly believe in, this opportunity is for you. About Us We serve community-focused banks that value innovation, transparency, and meaningful partnerships. Our team spans the United States and thrives in a flexible, remote-first environment. We prefer simple over complex, results over noise, and integrity over hype. Join a company where your work matters, your expertise is valued, and your contributions directly impact the communities our clients serve. What You'll Do Identify and qualify new name sales opportunities Build and maintain a strong pipeline while actively moving existing deals to close Drive the full sales cycle from discovery and solution mapping through contract execution Prospect through both direct and indirect methods including calls, networking, and in-person meetings Partner with marketing to plan and execute lead-generation campaigns Attend key industry events to develop relationships and surface new opportunities Present to senior leaders and decision makers across financial institutions Draft and deliver proposals aligned with client needs and IBT Apps' value proposition Maintain detailed activity notes and pipeline updates within the company CRM Collaborate cross-functionally with product, marketing, and implementation to position, price, and deliver value Help refine our sales messaging, processes, and customer experience as we scale Qualifications Proven success in B2B sales with full-cycle ownership Experience selling banking software is required Strong communication and presentation skills Excellent organizational, analytical, and problem-solving abilities Ability to travel for events, conferences, and onsite meetings Degrees are not required but reflect work ethic and dedication Compensation On-target earnings including commissions: $250,000 to $300,000 annually Benefits 401(k) Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Vision insurance Why Join Us Competitive base salary plus generous commission structure Transparent pricing model with no hidden fees Direct access to executive leadership and product teams Remote-first culture with flexibility Opportunity to shape our go-to-market strategy Mission-driven work that supports local communities A Final Word You have options. We know that. But if you want to sell a product with integrity, at a company that values clarity, accountability, and people over politics, we'd love to meet you. This is a fully remote role. We are an equal opportunity employer and welcome all qualified applicants without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.$69k-119k yearly est. 5d 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+ agoQuant Analytics Associate Senior - Business Banking Marketing Analytics
JPMC
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$39k-83k yearly est. Auto-Apply 6d 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 20d 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+ 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 40d agoAnalyst, Corporate Actions
LPL Financial
Remote job
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Corporate Action team comprises of dividends, reorg, money market, proxies, restricted security, and cash & bank functionalities. The ideal candidate will need to understand data analysis, project management, and reporting tools and technology in general to effectively analyze business requirements, track project status, and translate business needs into technical requirements. The candidate will also need strong interpersonal, organization and communication skills (written and verbal) to be effective in the role. Responsibilities: Risk Management - Responsible for quality and risk control processes for monitoring systems, vendor oversite, and review of daily processing work for on and offshore team Reconciliation and reporting of clearance accounts to ensure all allocations from our various depositories have been properly allocated. Additional reporting such as FRC and reserves Responsible for timely and accurate submission of elections to various repositories and agents Communicate with other internal departments as well as external 3rd parties including, but not limited to, contra brokers, transfer agents, issuers, vendors, and partners Participate in internal audits by providing documentation and demonstrating compliance of all key and non-key controls in walkthroughs Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure Coordinate and lead training at a group or individual level. Handle escalations by both the Service Center and Advisors; exercise superior judgement in keeping manager informed about issues Attend and participate in reorganization industry focus group meetings with various companies and vendors Understand and Interpret rule modifications in an ever-changing regulatory environment, and the business needs of LPL, our advisors, and other departments Develop risk-based mitigation approaches that may yield changes to functions, and departmental requirements Review processes and procedures to identify areas of improvement to mitigate risk, increase efficiency and ensure consistency to Advisors and Clients Recognizes issues, problems, or opportunities and determines whether action is needed. Seeks the perspective of others and re-examines assumptions to creatively solve problems and generate solutions Technology and Systems Management - Participate and implement departmental projects as well as coordinating and performing User Acceptance Testing and script writing Makes connections & offers creative recommendations on how to solve business challenges What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 3-5 years of industry experience (preferably corporate actions) in Operations, Compliance or Risk Management All Microsoft applications, particularly VISIO, WORD, ACCESS, PowerPoint and Excel (VBA) Core Competencies: Ability to work independently in a fast-paced environment with multiple priorities Ability to work with and communicate effectively at various levels throughout the organization. Ability to learn multiple aspects of the Financial Services industry and understand how it all connects Excellent verbal and written communication skills Strong time management and organizational skills Preferences: Series 7 preferred Bachelor's degree in accounting, Finance, or Economics from an accredited University or College or equivalent industry experience SQL or Alteryx knowledge #LPL-PA Pay Range: $27.01-$45.01/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25$27-45 hourly Auto-Apply 27d agoSenior Collections Specialist, Auto
Upstart
Columbus, OH
Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstart's AI marketplace, Upstart-powered banks and credit unions can have higher approval rates and lower loss rates across races, ages, and genders, while simultaneously delivering the exceptional digital-first lending experience their customers demand. More than 80% of borrowers are approved instantly, with zero documentation to upload. Upstart is a digital-first company, which means that most Upstarters live and work anywhere in the United States. However, we also have offices in San Mateo, California; Columbus, Ohio; and Austin, Texas. Most Upstarters join us because they connect with our mission of enabling access to effortless credit based on true risk. If you are energized by the impact you can make at Upstart, we'd love to hear from you! The Team: At Upstart, we're revolutionizing the auto collections industry by prioritizing empathy, results, and rewarding success. As a Senior Collections Agent on the Auto Collections team, 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. Experience in Auto Collections is a plus. 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 coast time zones. 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 will be required to attend in-person collaboration sessions on-site at one of our offices. 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. What you'll love: Competitive Compensation (base + bonus & equity) Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart 401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings Employee Stock Purchase Plan (ESPP) Life and disability insurance Generous sick and safety leave Supportive parental, family care, and military leave programs Annual wellness, technology & ergonomic reimbursement programs Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering Catered lunches + snacks & drinks when working in offices #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 Upstart is a proud Equal Opportunity Employer. We are dedicated to ensuring that underrepresented classes receive better access to affordable credit, and are just as committed to embracing diversity and inclusion in our hiring practices. We celebrate all cultures, backgrounds, perspectives, and experiences, and know that we can only become better together. 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 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 only 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 300 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+ agoTreasury Transformation Manager
Moneycorp
Remote job
at Moneycorp Welcome to Moneycorp We're delighted you're interested in being a part of Moneycorp.In the last decade, Moneycorp has transformed from a largely domestic, consumer-focused provider of foreign exchange to an end-to-end global payments' ecosystem.With two banking licenses and operations across the entire value chain of the international payments and foreign exchange sectors, we enable businesses, institutions, and individuals to thrive beyond borders.We help our clients realise their growth ambitions by providing them with worldwide reach, relentless regulatory excellence, and tailored, relevant solutions that resiliently optimise their financial operations.We're fervent about pursuing our goals, making substantial contributions to the payments industry, and consistently offering unwavering support to our clients at every stage of their journey.Moneycorp is a place where energy, commitment to our shared success and collaboration are core to our DNA. We're restless in our drive to surpass the expectations of our clients and unlock opportunities to support them at every stage of their journey. The foundation of our success is our people, and nurturing a culture of belonging for all of our colleagues is central to our journey as a global business. Find out more about Moneycorp's offering, global footprint and capabilities here: About Us | moneycorp Your Next ChallengeWe are seeking a Treasury Transformation Manager to help the implementation of a Treasury Management System (TMS) and drive a comprehensive treasury transformation programme. This role is pivotal in modernising our treasury operations to support the company's growth, scalability, and risk management in a fast-paced payments environment. The ideal candidate is a strategic and solutions-oriented treasury professional, recognised for their innovative mindset, precision under pressure, and commitment to operational excellence. With prior experience as a Treasury Manager, they bring deep expertise in treasury operations, financial markets, and risk management - along with hands-on experience implementing and optimising TMS. Their understanding of what “good” looks like-shaped by practical exposure to robust systems-positions them to help lead the transformation from the current Moneycorp setup to a future-ready treasury function. They are also highly proficient in SQL and Python, enabling them to extract and analyse data directly from the data warehouse and build automated reports. This technical capability is especially valuable during the Treasury Management System (TMS) implementation, enabling data-driven insights and supporting automation across treasury operations. Key ResponsibilitiesImplementation of the TMS Work with the Global Treasurer and Director of Treasury to: Lead end-to-end implementation of a Treasury Management System (TMS), including design, configuration, testing, and go-live Collaborate with IT, Finance, Payment Operations team to ensure seamless integration with ERP, banking platforms, and payment gateways Develop and maintain system documentation, workflows, and user training materials Design and build reports and forecasting tools within the TMS to maximise system functionality and support strategic treasury decision-making. Treasury Transformation Programme Work with the Global Treasurer and Director of Treasury to: Design and execute a multi-phase treasury transformation roadmap aligned with strategic business goals Identify and implement process improvements across cash management, FX risk, liquidity forecasting, and intercompany funding Champion automation and digitisation of treasury operations to improve efficiency and control Lead progress re-engineering initiatives to streamline daily treasury operations Collaborate with the Payment Operations team to enhance liquidity/risk management on all non-operational accounts Enhance banking portal and integration experience Develop new daily, weekly and monthly MI packs and present to senior management Cash and Liquidity Management Step in and cover a current Treasury Manager when required on day-to-day Treasury activities: Oversee daily cash positioning, forecasting, and optimisation across multiple entities Trade FX products and support the group's liquidity and funding requirements Monitor and manage short-term investments and senior debt interest Enhance treasury controls, policies, and compliance frameworks Support liquidity management strategies and monthly treasury processes Produce senior management reports and support year-end audit process Manage mandates and bank accounts across multiple banks and systems A strong understanding of our core Treasury activities is essential to effectively drive the Treasury Transformation Programme Stakeholder engagement Act as a key liaison between Treasury, Finance, Technology, and external vendors Provide strategic insights and reporting to senior leadership on treasury KPIs and transformation progress Knowledge, Skills and Experience required Prior experience in a Treasury Manager position, gained within a bank, financial institution or corporate treasury environment Day-to-day use of a Treasury Management System Previous involvement in a TMS implementation would be highly advantageous, particularly Kyriba (although others also beneficial) Project and change management experience Advanced Excel Knowledge of SQL VBA/Python (advantageous) Excellent in analytical and problem-solving skills in a fast-paced environment. Knowledge of foreign exchange (FX) and payment services would be highly advantageous Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. Professional qualification and / or any technical certificates in SQL/VBA/Python would be advantageous. Personal Attributes: Visionary mindset, forward thinking and innovative approach Decisive under pressure Strong stakeholder influence Excellent communication and negotiation skills Strong work ethic and sense of accountability Attention to detail while remaining conscious of the bigger picture Please note: This position is full-time, permanent. The role is expected to be office-based in London as part of Treasury Team. However, we have an agile flexible working policy which enables you to work up to 2 days from home if desired. Interested?If the role sounds like you, we invite you to upload a copy of your CV and can do this by clicking on the Apply Now button Fostering a culture of belonging and inclusivity We're committed to creating a workplace where every individual feels valued, respected, and included. As an Equal Opportunity Employer, we actively cultivate an inclusive culture where diversity thrives, and we empower our colleagues to drive meaningful change within our organisation through initiatives like our DE&I focus groups and value champion network. Like many of our peers, we recognise that fostering inclusivity is an ongoing journey, and we remain steadfast in our commitment to progress. By measuring our efforts through regular assessments and listening to the feedback of our employees, we strive to ensure that our initiatives are impactful and responsive to the evolving needs of our workforce.Together, we want to build a workplace where everyone can bring their authentic selves to work, as we believe this is the foundation of innovation, creativity, and collective success. Connect with us For company news, announcements and market insights, visit our News Hub. You can also find Moneycorp on Facebook, Twitter UK, Twitter Americas, Instagram, LinkedIn, where you can discover how we are leading the way in global payments and currency risk management.$91k-132k yearly est. Auto-Apply 45d ago
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