Customer Service Specialist Property and Casualty - US Based Remote
Anywhere Real Estate
Remote job
The Customer Service Specialist is responsible for delivering exceptional service to policyholders and supporting the agency's retention and growth goals. This role involves handling customer inquiries, processing payments, conducting proactive outreach, and assisting with remarketing efforts. The ideal candidate will be detail-oriented, customer-focused, and comfortable managing both inbound and outbound communications. Key Responsibilities: + Respond to customer policy inquiries via phone, email, and other communication channels. + Collect and process payments accurately and in compliance with agency standards. + Perform proactive outreach to policyholders for renewals, retention, and remarketing opportunities. + Handle inbound and outbound calls with policyholders and insurance carriers to resolve issues and provide updates. + Quote and sell insurance policies across multiple lines, ensuring compliance with state regulations and agency guidelines. + Assist with remarketing efforts to retain customers and improve satisfaction. + Complete administrative duties, including data entry, document management, and updating customer records in agency systems. + Collaborate with team members to meet service level agreements and retention goals. Qualifications: + High school diploma or equivalent + Insurance license (Property & Casualty) or willingness to obtain within a specified timeframe. + Prior experience in customer service, preferably in an insurance or financial services environment. + Strong communication skills (verbal and written) and ability to handle high-volume calls. + Proficiency in agency management systems (e.g., AMS360, Salesforce) and Microsoft Office Suite. + Ability to multitask, prioritize, and work in a fast-paced environment. Key Competencies: + Customer-focused mindset with strong problem-solving skills. + Sales aptitude and ability to identify cross-selling opportunities. + Attention to detail and accuracy in handling transactions. + Team-oriented with a proactive approach to achieving goals. Our Insurance Agency helps real estate agents provide consumers with a seamless transaction experience. An independent provider of personal lines of insurance, the team works with national and regional insurance companies to design affordable coverage options and combination policies that meet a variety of budgets and lifestyles. Anywhere Real Estate Inc. (************************ **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (*********************** , Century 21 (*************************** , Coldwell Banker (******************************** , Coldwell Banker Commercial (****************************** , Corcoran (************************** , ERA (********************* , and Sotheby's International Realty (*********************************** , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. **At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (********************************************************************** . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: + Great Place to Work + Forbes World's Best Employers + Newsweek World's Most Trustworthy Companies + Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran$26k-34k yearly est. 2d agoRemote-First CFO for Global Growth & Profitability
Valid8 Financial, Inc.
Remote job
A financial services provider located in California is looking for a Chief Financial Officer (CFO) to partner with the executive team. This strategic role involves owning financial strategy, analysis, and operational finance across the organization. The ideal candidate will have at least 10-15 years in finance leadership, with prior experience as a CFO or VP of Finance in SaaS or tech-enabled services. A strong communicator and collaborator is essential to drive the company's financial growth and strategy. #J-18808-Ljbffr$140k-226k yearly est. 5d agoPayments Banking Consultant
Accenture
Columbus, OH
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ****************** In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: Payment Innovation (e.g., digital payments, wallets, etc.) Card Issuing Retail Bank Payments Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. Conduct operating model assessments (people, process, org) and client needs assessments. Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. Serve as a business architect during client engagements. Participate in the development of best-in-class, reusable assets. Participate in business development to originate new client opportunities. Must be willing to travel up to 80% (Monday - Thursday) Qualification Here's What You Need: * 3+ years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery * 3+ years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models Successful track record of performing operating model design, business process design, and system functional design. Experience with vendor platforms enabling seamless delivery of payments products is preferred. Ability to develop and manage relationships with client management. Payments industry expertise in alternative/emerging payments Understanding of end-to-end payments lifecycle Business Architecture - Applied in solution planning, and requirements definition and analysis Baseline understanding of the principles of technology Requirements Analysis Functional Design Professional Skills Required: Proven ability to work independently and as a team member Proven ability to work creatively and analytically in a problem-solving environment Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $63,800 to $205,800 Cleveland $59,100 to $164,600 Colorado $63,800 to $177,800 District of Columbia $68,000 to $189,300 Illinois $59,100 to $177,800 Maryland $63,800 to $177,800 Massachusetts $63,800 to $189,300 Minnesota $63,800 to $177,800 New York/New Jersey $59,100 to $205,800 Washington $68,000 to $189,300 Locations$68k-189.3k yearly 2d agoSalesforce Lead Developer (no direct reports/SME)
Central Point Partners
Remote job
*Per the client, No C2C's!* Central Point Partners is currently interviewing candidates in the Columbus, Oh area for a large client. only GC's and USC's. This position is Hybrid (4 Days remote/work from home)! Only candidates who are local to Columbus, Oh will be considered. Salesforce Lead Developer (no direct reports/SME) Notes from my call with the manager: This is our classic Tech lead. I am hoping that whoever we find can be in person in Columbus, day 1 of contract. They will be expected to be onsite 4 days a week. This is core salesforce development and design. Core Salesforce capabilities such as: Apex, LWCs, flows, triggers, complex formulas, workflows, and security.” The client's Salesforce Center of Excellence (COE) team is seeking a Technical Lead to participate in development activities spanning multiple Salesforce platforms. The ideal candidate will be able to: 1. Independently build and unit test components as well as work with Dev/QA team members to resolve code and configuration-based defects. Lead a dev team and provide guidance/mentor as needed. 2. Provide direction to the dev team to conduct research and document results for new Salesforce capabilities or review exiting platform-related issues. 3. Lead Proof of concepts with the architects to evaluate and document new designs, integrations, patterns, and practices. Duties and Responsibilities: Provide leadership and demonstrate proficiency in Core Salesforce capabilities such as: Apex, LWCs, flows, triggers, complex formulas, workflows, and security. Participate in agile practices and ceremonies through scrum team planning sessions, user story refinement, daily status updates, code reviews and provide leadership to team members. Participate in enhancements to DevOps processes (pipelines, monitoring, test automation). Understanding of enterprise cross-system integration concepts such as processing events and interacting with APIs. Conduct product/solution evaluations - including Salesforce capabilities and third-party vendor offerings - for domain by creating prototypes/Proof of concepts as a means to elicit clarify and design towards the business goals. Design, document, and develop development patterns and best practices for consumption by COE technical delivery organization. Mentor technical delivery staff. Basic Qualifications: Bachelor's Degree Min 4 years of progressively responsible technical and business work experience developing enterprise-level applications which includes Salesforce.com full-stack development experience. Min 2-3 years in a scrum team environment Strong problem-solving, interpersonal and communication skills (both verbal and written) are primary to the success of this candidate. SFDC Data Model knowledge across various cloud/products & strong data modeling experience. Subject matter expertise in branching/code merging practices in GIT (or equivalent) repository. Preferred Qualifications: Salesforce Certifications such as, but not limited to: Administrator, Platform Developer (1 and 2), Sales Cloud Consultant, Service Cloud Consultant Salesforce Financial Services Cloud experience highly preferred Salesforce managed package evaluation, deployment, and upgrade experience highly preferred Experience with Salesforce CI/CD(Jenkins, Copado, Gearset, etc) Experience with other salesforce products like MuleSoft, Salesforce Marketing Cloud would be a plus For more information about this opportunity, please contact Bill Hart at ************ AND email your resume to **********************************!$67k-102k yearly est. 4d agoRegistered Nurse/PCU
Accede Solutions Inc.
Columbus, OH
Registered Nurse in the Progressive Care Unit (PCU) provides intermediate-level care to patients with complex or unstable conditions requiring close monitoring. They assess patient status, interpret cardiac rhythms, and manage IV therapies and medications. The PCU nurse collaborates with physicians and interdisciplinary teams to develop and adjust care plans. This role involves patient and family education, detailed documentation, and early recognition of clinical deterioration. Strong critical thinking, time management, and advanced clinical skills are essential to ensure safe, high-quality patient outcomes. Rotating weeknights and weekends. Rotating holidays. Traveler will be required to float to different units within the OSU organization as needed. 3x12's 19:00 - 07:30 PCU preferred--will take MS RN Estimated patient ratios 1:3-4 ACLS, BLS, and NIH Required 2 YEARS OF PCU/MED-SURG EXPERIENCE REQUIRED EPIC EXPERIENCE REQUIRED! PREVIOUS TRAVEL EXPERIENCE PREFERRED! About Accede: Accede Solutions is a Nationally Certified Search firm providing services in multiple sectors. We are a Women and Minority-owned Business with a strong emphasis on Diversity, Equity, and Inclusion (DEI). We have managed and Implemented Talent Acquisition and Talent Management processes and had successful engagement with clients in the areas of Financial Services, Technology, healthcare and professional services. We provide a full range of talent acquisition and management services designed to maximize the efficiency of your information management operation. From executive recruiting, to contract-to-hire placement, to contract employment, we offer solutions for your day-to-day workflow issues as well as workload spikes and special projects. We also specialize in retained executive search focused on recruiting distinctive leaders and C level roles. With a track record of successfully recruiting key human capital leaders, we have earned a reputation for insightful and nuanced cultural advisory work built on a platform of strong capability supported by a rigorous and artful approach in assessing cultural fit. We were listed as Fast 100 Asian American firm in 2023 & 2024 by USPAACC and listed as # 2115 fastest growing companies in US in INC5000 Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities Accede is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law. #IND123$54k-88k yearly est. 5d agoSenior Lifecycle Marketing Lead - Remote Growth
Point
Remote job
A leading fintech company in California is seeking a Senior Manager, Lifecycle Marketing. This role is crucial for driving conversion and growth across the full customer journey. You will blend strategic leadership with hands-on execution, utilizing data analytics and multi-channel campaigns. The ideal candidate will have over 8 years of experience in CRM and lifecycle marketing, particularly in consumer-facing financial services. Competitive compensation and benefits are offered, including unlimited PTO and flexible remote work options. #J-18808-Ljbffr$111k-159k yearly est. 5d agoNEW: In-House - Legal Counsel, Capital Markets/FINRA (Chicago or Remote)
McCormack Schreiber Legal Search
Remote job
Our client, a fast-growing, full-service investment bank, is seeking a junior to mid-level capital markets attorney to support its loan trading business (remote optional). The person in this position will serve as the primary legal owner for the firm's loan trading and related financing activities and will have strong broker-dealer experience. Highlights • Strong growth potential • Collaborative, non-hierarchical legal team culture • Remote optional position • Unlimited PTO Responsibilities: • Serve as day-to-day legal support for loan trading products, including whole loan sales, participations, and warehouse facilities • Draft and negotiate engagement letters and related transaction documentation • Identify conflicts and disclosure issues and coordinate with Compliance and control functions • Help design and follow scalable legal and documentation processes Required Experience: • 2-6 years of experience in a broker-dealer, capital markets, or regulated financial services environment • Working knowledge of FINRA / SEC requirements as applied to transactions Location: Chicago, IL or Remote Compensation: The anticipated base salary range for this position is $130,000 - $180,000 (plus bonus). About Us: McCormack Schreiber Legal Search is Chicago's leading legal search firm. We leverage more than 30 years of experience in the Chicago legal market to assist attorneys and paralegals seeking new opportunities and employers searching for top legal talent.$130k-180k yearly 4d agoBanking Representative
Russell Tobin
Columbus, OH
Banking Financial/Operations Analyst - Contract Opportunity. Recent Grads are more than welcome! Duration: 12-month contract Pay: $19-$20/hour on W2 Full Time Are you a recent graduate in Finance, Accounting, Economics, or a related field looking to kick-start your career? We're seeking a Financial/Operations Analyst with 6 months to 2 years of experience (internships count!) to join the team of a leading investment banking firm. Ideal Candidate: ✔ Recent grad with a Bachelor's in Business (Finance, Accounting, Economics, or related). ✔ Experience or internship in banking or financial services is highly preferred. ✔ Strong analytical, communication, and organizational skills. What You'll Do: Support financial and operational processes. Handle incoming phone calls related to service inquiries on Brokerage accounts Provide accurate and efficient responses while meeting key performance metrics Support customers with: Brokerage Cash Management products and services Brokerage Online platform (client website) Mobile app assistance General account and financial-related questions Deliver professional, high-quality, and world-class customer service Work effectively in a fast-paced, team-oriented environment Multi-task and adapt quickly in a busy financial service center Why Join Us? Gain valuable experience with a leading financial institution. Plus, there's a possibility to convert to a permanent position after the contract period! Apply now to take the first step in your career!$19-20 hourly 1d agoDirector, Underwriting Innovation & Research (Remote)
Manulife Financial
Remote job
A leading international financial services provider is seeking an Underwriting Director in Boston, Massachusetts, to enhance underwriting strategies. The ideal candidate will have advanced underwriting knowledge, strong project management skills, and the ability to communicate technical concepts effectively. Responsibilities include overseeing research for new underwriting techniques, collaborating on innovative solutions, and ensuring continuous improvement of practices. This position supports a flexible remote work environment and offers a competitive salary range of $120,750 to $217,350 USD. #J-18808-Ljbffr$120.8k-217.4k yearly 6d agoRelationship Banker - Columbus, OH Area
Bank of America
Columbus, OH
Columbus, Ohio;Westerville, Ohio; Lewis Center, Ohio; Columbus, Ohio; Hilliard, Ohio; Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Can be flexible to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.$23k-28k yearly est. 7d agoFinance Lead - Strategic Finance & Cash Management
Parafin Inc.
Remote job
About Us: At Parafin, we're on a mission to grow small businesses. Small businesses are the backbone of our economy, but traditional banks often don't have their backs. We build tech that makes it simple for small businesses to access the financial tools they need through the platforms they already sell on. We partner with companies like DoorDash, Amazon, Worldpay, and Mindbody to offer fast and flexible funding, spend management, and savings tools to their small business users via a simple integration. Parafin takes on all the complexity of capital markets, underwriting, servicing, compliance, and customer service for our partners. We're a tight-knit team of innovators hailing from Stripe, Square, Plaid, Coinbase, Robinhood, CERN, and more - all united by a passion for building tools that help small businesses succeed. Parafin is backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital. Parafin is a Series C company, and we have raised more than $194M in equity and $340M in debt facilities. Join us in creating a future where every small business has the financial tools they need. About the Role We are looking for a Finance Lead to own and scale the financial strategy that powers our business. This is a highly strategic position that will sit at the center of decision-making across the company. You'll lead financial planning, oversee cash management, and serve as a thought partner to leadership and all teams, ensuring we maximize margins, deploy capital efficiently, and position the company for sustainable growth. Responsibilities Lead financial planning and analysis (FP&A) across the company - building models, forecasts, and strategic plans to guide decision-making. Manage cash planning and liquidity, ensuring capital is deployed effectively and aligned with growth objectives. Serve as a strategic partner to product, operations, and go-to-market teams, helping identify opportunities to improve unit economics and margins. Build a company-wide financial strategy that balances growth and profitability. Create and track KPIs that align financial performance with business outcomes. Provide regular reporting and insights to leadership and the board. Qualifications 5+ years of experience in strategic finance, FP&A, investment banking, or private equity. Strong understanding of financial modeling, cash management, and capital planning. Exceptional quantitative skills, with the ability to translate data into actionable insights. Strong communication skills with the ability to influence and align stakeholders. Proven ability to balance detail-oriented execution with strategic perspective. Proficient in SQL Preferred Background Experience at high-growth fintechs, technology companies, or scaling startups. Exposure to small business lending or financial services is a plus. Track record of driving margin improvement and financial discipline in fast-paced environments. MBA preferred What We Offer Salary Range: $160k to $250k Equity grant Medical, dental & vision insurance Work from home flexibility Unlimited PTO Commuter benefits Free lunches Paid parental leave 401(k) Employee assistance program If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us. #J-18808-Ljbffr$160k-250k yearly 6d agoSenior Risk Analytics Lead - Remote & Fair Lending
Social Finance, Inc. (SoFi
Remote job
A next-generation financial services company is seeking a Senior Risk Analyst to enhance the fair lending analytics program in San Francisco, CA. The role requires a Master's degree in a quantitative discipline and two years of experience. Candidates should be skilled in Python, SQL, AWS, and machine learning. This position allows full-time telecommuting and offers a competitive salary range of $170,000.00 - $187,000.00 per annum, along with standard benefits. #J-18808-Ljbffr$170k-187k yearly 5d agoStrategic Program Manager - Support
Stripe
Remote job
Stripe is a financial infrastructure platform for businesses. Millions of companies-from the world's largest enterprises to the most ambitious startups-use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team The Support Programs team is responsible for creating and executing strategies to optimize our users' experience not only with Support, but with how they experience our Products. Stripe handles over a million support cases per year, and the Support Programs team ensures we address the highest strategic priorities to address problem areas and opportunities to provide an excellent customer experience. What you'll do As a Strategic Program Manager for Support, you will drive strategic initiatives to improve our users' experience and our efficiency and effectiveness to serve them. Your focus areas will span user-facing lines of business such as Support, Product, and internally-focused lines of business. You will collaborate closely with Support leadership and other cross-functional leaders to inform decision-making and help shape the direction of our support initiatives, and will play a crucial role in ensuring that the team is equipped with the resources and tools necessary to deliver exceptional support. Some example strategic programs include: driving the joint Support-Product strategy and operating model, improving the end-to-end experience of priority user groups (such as large platforms, AI start-ups, and Enterprises), and paid support value delivery. If you thrive on owning an expansive and complex topic area, teasing out the highest-impact work to tackle, rallying cross-functional support, and executing against multiple workstreams in parallel to hit your objectives, we want to hear from you. Responsibilities Partner closely with Support leadership and cross-functional stakeholders throughout Stripe to scope and execute wholly-owned large projects to address the highest priorities for the Support organization Seamlessly transition from strategy to execution, by defining objectives, facilitating decision making, translating into operational plans to address key metrics, and ensuring execution and delivery against those plans Facilitate alignment, resolve ambiguity, and unblock dependencies across internal teams and cross-functional stakeholders Who you are We are looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. Minimum requirements 8+ years of experience in strategy and operations, consulting, and/or program management Experience working in highly cross-functional settings, and in a role that spans strategy, analysis, and operations in a fast-paced environment Strong program management skills with experience managing end-to-end execution of projects/programs that have transformed their company's operations and delivered quantifiable business impact Robust critical thinking and analytical skills, with the ability to derive strategic insights from data Excellent written and verbal communication skills, with the the ability to articulate complex topics in an easy-to-consume way to leaders and peers across different teams, such as product, engineering, and sales Ability to manage multiple stakeholders with varying priorities and drive creative solutions and commitment to a shared goal Experience with tools for tracking and reporting progress such as dashboards, project trackers, or internal documentation platforms An interest in digging into the details of products and processes to improve the experience of our users and internal teams alike An ability to execute with minimal guidance, and in contexts with a high degree of ambiguity Preferred qualifications Experience working in customer-facing roles (e.g. customer support, sales, partnerships, consulting, professional services, etc.) Experience in fintech, financial services, payments, or regulated technology environments Experience digging in to understand how new-to-you technical products work, and understanding customer and agent pain points Familiarity with SQL and data analysis platforms such as Looker, Power BI, or Tableau$78k-108k yearly est. Auto-Apply 9d agoREMOTE: Trial/Litigation Attorney
Sagepaths
Remote job
Job Title: Trial/Litigation Attorney Job Type: Full-Time Compensation: 180k-300k (depending on experience) About the Opportunity: A highly regarded boutique law firm specializing in creditor bankruptcy, business litigation, real estate law, and financial services litigation is seeking an experienced Litigation Attorney to join their team. This firm provides a collaborative environment, mentorship opportunities, and a clear path for career growth. They are also open to bringing on a skilled solo attorney with an existing book of business or a small two-person firm looking to grow within a larger firm environment. Key Responsibilities: Manage litigation cases from inception through resolution, including trial or settlement. Represent clients in state and federal courts, focusing on business, bankruptcy, and financial litigation matters. Develop case strategies, conduct legal research, and draft motions, pleadings, and contracts. Negotiate settlements and alternative dispute resolutions (ADR). Collaborate closely with partners and clients to deliver exceptional representation. Handle a variety of cases in a fast‑paced, high‑stakes litigation practice. Qualifications: Juris Doctor (JD) from an accredited law school. Active license to practice law in California. Minimum of 10 years of litigation experience, preferably in bankruptcy, real estate, or financial services. Strong courtroom advocacy, negotiation skills, and legal research abilities. Proven ability to manage multiple cases and meet deadlines under pressure. Experience working with lenders, mortgage brokers, or business clients is a plus. Why Join Us? Work on impactful cases in business and financial litigation. Direct mentorship from seasoned attorneys with extensive expertise. Opportunity for solo attorneys or small firms to grow within a larger firm structure. Competitive compensation package, including performance bonuses and potential for partnership. Comprehensive benefits, including: Health, dental, and vision insurance. Retirement plans (e.g., 401(k) with potential employer matching). Paid time off (PTO) and sick leave. Professional development opportunities. #J-18808-Ljbffr$113k-182k yearly est. 3d agoProject Manager
Calculated Hire
Columbus, OH
Commerical Banking Project Manager Contract Type: 6-Month Contract (Possible Extension) Work Schedule: Monday-Friday | 8am-5pm Pay: $60/hr Start Date: Flexible- ASAP Overview: This role supports our client's Commercial Strategy team, driving cross-functional strategic initiatives tied to market expansion, credit improvement, integration support, and process optimization. The team is expanding and looking for a Program Manager who can manage large, high-visibility projects while also supporting the day-to-day execution and coordination of ongoing initiatives. The ideal candidate brings strong change management expertise, executive communication experience, and the ability to navigate ambiguity while partnering closely with senior leadership to ensure seamless integration and delivery across multiple business lines. Responsibilities: Lead and mobilize strategic initiatives across the Commercial Bank Facilitate project planning, execution, and stakeholder alignment Oversee process improvement and reporting framework initiatives Manage timelines, deliverables, and communications across 20-30 projects Partner closely with leadership to drive consistency and accountability Support strategic and market deployment efforts across key functions Required Skills & Experience 5+ years of Project or Program Management experience (large-scale initiatives) Proven success leading cross-functional teams in a complex environment Strong Change Management expertise (must-have) Proficient in PowerPoint and Excel; Visio exposure is a nice to have Excellent communication and executive presentation skills Background in Banking or Financial Services highly preferred PMP certification a plus, not required$60 hourly 2d agoExternal Sales, Independent Channel - New Jersey
15 Ms Investment Mgmt
Remote job
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Basic Purpose: Responsible for representation of products distributed and marketed by Eaton Vance Distributors in assigned channel and territory. Primary Responsibilities: Develop and maintain sales programs with assigned intermediaries. Identify client needs and coordinate efforts to service assigned intermediaries. Conduct sales promotion and product training meetings for assigned intermediaries and existing or prospective mutual fund shareholders and/or clients. Work in conjunction with an Internal Consultant to fulfill the business plan for the territory. Submit call and expense reports in a timely manner Participate in conference calls. Qualifications: Bachelor's degree or equivalent. Minimum 8-10 years financial services experience, with minimum 2 years of internal/outside wholesaling/sales experience. FINRA Series 7, 79, 63 or 66 required. Strong communication and presentation skills. Must be extremely motivated and have demonstrated sales success. Must be comfortable with technology. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).$100k yearly Auto-Apply 60d+ agoSenior Enterprise Sales Director NA Outside Sales - Enterprise FS Remote United States
Seismic
Remote job
About Us Please be aware we have noticed an increase in hiring scams potentially targeting Seismic candidates. Read our full statement on our Careers page (Opens in a new tab). Seismic is the global leader in AI-powered enablement, empowering go-to-market leaders to drive strategic growth and deliver exceptional customer experiences at scale. The Seismic Enablement Cloud™ is the only unified AI-powered platform that prepares customer-facing teams with the skills, content, tools, and insights needed to maximize every buyer interaction and strengthen client relationships. Trusted by more than 2,000 organizations worldwide, Seismic helps businesses achieve measurable outcomes and accelerate revenue growth. Seismic is headquartered in San Diego with offices across North America, Europe, Asia and Australia. Learn more at seismic.com. Seismic is committed to building an inclusive workplace that ignites growth for our employees and creates a culture of belonging that allows all employees to be seen and valued for who they are. Learn more about DEI at Seismic here (Opens in a new tab). Overview This is an Individual Contributor role. We are looking for a driven and strategic Enterprise Sales Director to join our Financial Services Sales Team, focused on North America. In this senior individual contributor role, you will play a key part in accelerating our growth by both landing new enterprise logos and expanding relationships within our existing customer base. You will target major financial institutions - including banks, wealth managers, asset managers, insurers, and FinTechs-and act as a trusted advisor throughout complex sales cycles. This is a hybrid position requiring balanced expertise in generating new enterprise opportunities while driving growth and retention across current accounts. Preferred locations include: Boston, San Diego, San Francisco, Chicago, NYC, New York, South Florida, Connecticut, and New Jersey. Who you are 5+ years of enterprise software or SaaS sales experience, with experience focused on financial services clients in North America. Demonstrated success in both net new acquisition and expanding strategic accounts, with a history of meeting or exceeding quota. Deep familiarity with North American financial institutions - including their organizational structures, decision-making processes, and current challenges. Proven ability to build and nurture C-suite and senior-level relationships (CRO, COO, CTO, CMO, Head of Distribution, etc.). Excellent communication, storytelling, and negotiation skills; confident managing complex deals with long sales cycles. Highly motivated self-starter with strong business acumen and a collaborative mindset. What you'll be doing Drive net new growth by sourcing and closing new business opportunities with North America's top financial institutions. Expand strategic accounts by identifying upsell and cross-sell opportunities, building executive relationships, and increasing product adoption across business units. Own the full sales cycle - from pipeline development to closing - with a focus on long-term value and partnership. Develop and execute tailored account strategies that align with the client's business goals and challenges. Lead multi-stakeholder engagements and collaborate internally with marketing, product, pre-sales, and customer success teams to shape winning solutions. Maintain accurate forecasting and CRM hygiene, providing regular updates on territory performance and growth opportunities. Represent the company at key industry events and client meetings as a senior face of our financial services go-to-market team. If you are an individual with a disability and would like to request a reasonable accommodation as part of the application or recruiting process, please click here (Opens in a new tab). Headquartered in San Diego and with employees across the globe, Seismic is the global leader in sales enablement, backed by firms such as Permira, Ameriprise Financial, EDBI, Lightspeed Venture Partners, and T. Rowe Price. Seismic also expanded its team and product portfolio with the strategic acquisitions of SAVO, Percolate, Grapevine6, and Lessonly. Our board of directors is composed of several industry luminaries including John Thompson, former Chairman of the Board for Microsoft. Seismic is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to gender, age, race, religion, or any other classification which is protected by applicable law. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. We are committed to fair and equitable compensation practices. Seismic's annual base salary range for this position will vary based on applicant's location, experience, job level, skills, and abilities as well as internal equity and alignment market data. The range listed below is the minimum to the maximum of our target hiring range. Seismic's salary range for this position is: $130,000 USD - $150,000 USD. This position is also eligible to participate in Seismic's incentive plans in addition to base salary. The actual incentive amount will vary and will be subject to the terms and conditions set in the applicable incentive plan. #J-18808-Ljbffr$130k-150k yearly 4d agoAsset Management Specialist
MQ Referrals Only
Remote job
We are seeking a highly organized and technically capable Asset Management Specialist to manage the full lifecycle of IT hardware assets across our global organization. This role is central to maintaining accurate inventory, planning procurement based on business needs, and ensuring proper chain-of-custody for devices under legal or compliance requirements. The ideal candidate combines strong attention to detail with technical competence and sound judgment. They thrive in a dynamic environment, balancing planning, logistics, and hands-on technical work to support smooth IT operations and compliance readiness. This role is based in Oakland, CA and must be in the office 5-days a week. The Impact You'll Have Oversee the end-to-end lifecycle of IT hardware assets - from procurement and deployment through retirement and disposal. Maintain accurate and up-to-date inventory across all global locations using the organization's asset management systems (e.g., Jira, ServiceNow, or equivalent). Partner with HR and IT Support to forecast device needs for new hires, refresh cycles, and break/fix replacements. Plan and coordinate purchase orders for laptops, peripherals, and other IT assets in alignment with budget and lead times. Manage hardware logistics - receiving, imaging, asset tagging, shipping, and returns. Track and manage software provisioning and procurement as needed. Ensure compliance with legal and security standards, including secure handling and documentation for systems placed on legal hold. Perform forensic data preservation and system backups in coordination with Legal and Information Security teams, maintaining strict chain-of-custody documentation. Collaborate with IT Support and Engineering to define standards for hardware models, accessories, and configuration baselines. Continuously improve asset management processes, automating tracking and reporting where possible via planning, documentation, and optimization Who You Are 3+ years of experience in IT asset management, logistics, or operations, ideally within a global or multi-site organization. Highly detail-oriented with a process-driven mindset. Strong understanding of hardware lifecycle management and inventory best practices. Experience working with asset tracking tools (e.g., Jira, ServiceNow, Oomnitza, Lansweeper, or similar). Familiarity with forensic data preservation tools and imaging processes (e.g., EnCase, FTK, or open-source equivalents). Ability to handle sensitive and confidential data with discretion and precision. Excellent planning, organizational, and communication skills. Proficiency with spreadsheets and reporting tools for tracking and forecasting inventory. Ability to lift and transport equipment as needed (typically Demonstrated ability to work both independently and collaboratively with distributed teams. Strong sense of ownership and accountability. Nice-To-Haves Technical background or certification (e.g., CompTIA A+, ITIL, JAMF, or similar). Experience in the Financial Services sector supporting legal, InfoSec, or compliance functions. Familiarity with device imaging, encryption, and data sanitization standards. Knowledge of hardware logistics, software license management and maintaining budgets. Typical Process Application Submission Recruiter video call Hiring manager video call Virtual “Onsite” consisting of four 45-60 min video calls Offer! Compensation and Benefits When determining salaries, we consider several factors including, but not limited to, skills, prior experience, and work location. The new-hire base salary range for this position is $92,900 - $116,100. We also believe in recognizing the contributions of our people. That's why we award annual bonuses to eligible employees, rewarding both individual performance and the success of the entire company. Along with monetary compensation, Marqeta offers Multiple health insurance options Flexible time off - take what you need Retirement savings program with company contribution and after tax contributions Equity in a publicly-traded company and an Employee Stock Purchase Program Family-forming benefits, fertility support, and up to 20 weeks of Parental Leave Free therapy sessions, financial and professional coaching, and legal advice Monthly stipend to support our remote work model Annual “development dollars” to support our people growth and development Through Flex First, the freedom to live and work wherever you and your family thrive$92.9k-116.1k yearly Auto-Apply 15d agoJ.P. Morgan Wealth Management - Business Practices Specialist
Jpmorganchase
Columbus, OH
Join a newly established, high-impact Business Practices team at J.P. Morgan Wealth Management, dedicated to ensuring our systems, processes, and policies work seamlessly to incentivize and support our financial advisor population. This team plays a critical role in identifying, investigating, and remediating potential sales practice challenges, driving continuous improvement and safeguarding our reputation for excellence. As a Specialist on the Business Practices team- Field Performance and Incentives, you'll help identify, investigate, and resolve potential sales practice challenges, contributing directly to the integrity and success of our advisor community. You will collaborate with cross-functional partners and leverage your advanced communication skills to investigate issues efficiently and accurately, contributing to the strategic objectives of J.P. Morgan Wealth Management. Job Responsibilities Issue Discovery and Investigation: Actively listen and vet potential issues by conducting interviews and check-ins with Supervisory Managers and Field workforce, reviewing scorecards, compensation changes, and industry updates. Risk Analysis: Collaborate with stakeholders to perform end-to-end analysis of business risks and controls, helping to identify gaps, weaknesses, and root causes. Timely Escalation: Identify and escalate issues with urgency, partnering with the business to ensure prompt and effective remediation. Record Keeping: Maintain detailed records of requests, resolutions, and follow-up actions, adhering to established processes and controls. Team Collaboration: Work closely with team members and cross-functional partners to address complex issues and deliver seamless support. Process Improvement: Identify opportunities for process enhancements and contribute to the development of best practices for business practice management. Project Support: Participate in special projects and initiatives aimed at improving advisor experience and operational efficiency. Reporting: Assist in preparing summaries and recommendations for senior leadership, ensuring transparency and informed decision-making. Required Qualifications, Capabilities, and Skills Bachelor's Degree in Finance, Business, Economics, or a related field. A minimum of 2 years of experience in financial services, client support, operations, or a related function. Exceptional attention to detail and commitment to delivering high-quality work. Strong written and verbal communication skills; ability to explain complex information clearly and professionally. Risk-oriented mindset with a passion for helping others and resolving issues. Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment. Collaborative team player with strong interpersonal skills and discretion handling confidential information. Preferred Qualifications, Capabilities, and Skills Experience with sales practices or working in a wealth management environment. Proficiency in Excel and experience with inquiry tracking or case management systems.$37k-62k yearly est. Auto-Apply 1d agoRemote Data Entry
Blue Mountain Loans
Remote job
Remote Data Entry Specialist Company: Blue Mountain Loans Employment Type: Full-Time / Part-Time At Blue Mountain Loans, accuracy and attention to detail are at the heart of everything we do. As a trusted name in financial services, were expanding our remote operations and looking for motivated Data Entry Specialists to help us maintain accurate records, streamline information flow, and support our loan processing teams nationwide. Position Overview The Remote Data Entry Specialist will be responsible for entering, updating, and verifying data in our internal systems to ensure information accuracy and compliance. This role is ideal for individuals who are detail-oriented, organized, and able to work independently from home. Youll play an important part in keeping our operations smooth, accurate, and efficient. Key Responsibilities Enter, verify, and maintain customer and loan data in company systems Identify and correct data discrepancies or errors Update account information and ensure compliance with company procedures Assist with document preparation, scanning, and digital filing Communicate with internal teams to resolve information inconsistencies Maintain confidentiality and protect sensitive customer data Qualifications Strong attention to detail and data accuracy Excellent typing and computer skills (minimum 40 WPM preferred) Proficiency with Microsoft Office (Excel, Word, Outlook) Ability to manage time effectively in a remote environment Strong written and verbal communication skills Prior data entry or administrative experience preferred but not required training provided Compensation & Benefits Package We offer an attractive and flexible package to ensure your success and comfort while working remotely: Pay Rate: $40$55 per hour (based on experience and role type) Paid Training: $30 per hour during the first week of onboarding Sign-On Bonus: $2,000 after successful completion of training Home Office Setup: Company-funded workstation and software access Flexible Schedule: Full-time: 3040 hrs/week Part-time: 20 hrs/week Remote Work: 100% work-from-home position Paid Time Off and Paid Holidays Health, Dental & Vision Coverage after 60 days 401(k) Retirement Plan with company contribution Career Growth Opportunities within our administrative and operations teams How to Apply If youre detail-oriented, self-motivated, and ready to join a growing remote team, wed love to hear from you. Package Details We offer an attractive and flexible package to ensure your success and comfort while working remotely: Pay Rate: $40$55 per hour (based on experience and role type) Paid Training: $30 per hour during the first week of onboarding Sign-On Bonus: $2,000 after successful completion of training Home Office Setup: Company-funded workstation and software access Flexible Schedule: Full-time: 3040 hrs/week Part-time: 20 hrs/week Remote Work: 100% work-from-home position Paid Time Off and Paid Holidays Health, Dental & Vision Coverage after 60 days 401(k) Retirement Plan with company contribution Career Growth Opportunities within our administrative and operations teams$25k-31k yearly est. 60d+ ago
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