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Financial Services jobs near me - 2,712 jobs

  • Customer Service Representative

    Russell Tobin 4.1company rating

    Columbus, OH

    Call Center Representative Contract: 6-12 months (with potential extension) Pay: $19.16/hour About the Opportunity: Start your career with an exciting role in client support! Begin with remote training for 4-5 weeks to get up to speed from the comfort of your home. Once training is complete, transition to full-time in-office work, gaining hands-on experience and building strong connections with your team. After six months, enjoy a hybrid schedule with 3 in-office days and 2 remote days, giving you flexibility and balance. What You'll Do: Provide top-notch support to clients via incoming calls, resolving inquiries quickly and accurately. Assist clients with Cash Management solutions, online account access, mobile app guidance, and general financial questions. Deliver exceptional service while meeting key performance goals in a fast-paced, collaborative environment. Adapt to changes, manage multiple priorities, and thrive as part of a high-performing team. Why Join Us: Gain hands-on experience in financial services and client support. Collaborate with a supportive, team-oriented environment. Enjoy a flexible schedule after your initial training period. Ready to Start? Take the next step in your career-apply today and become a valued member of our team!
    $19.2 hourly 2d ago
  • DataStage Lead w/ Python

    Central Point Partners 3.7company rating

    Columbus, OH

    *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 onsite)! Only candidates who are local to Columbus, Oh will be considered. DataStage Lead w/ Python Note from the manager: The client is currently using DataStage as their ETL tool, but they will be eventually sunsetting DataStage and moving to Python. This will start off as primarily DataStage heavy role but will be moving towards full Python development over the next 1 to 2 years, so strong experience with both is preferred. The ideal candidate will have 8-10 years of experience with DataStage with 3-5 years of experience with Python. Position Summary: Our client's IT Corporate Finance Regulatory Reporting team is seeking a highly skilled and motivated Technical Specialist - DataStage Lead to support our enterprise data integration and regulatory reporting initiatives. This role is essential in ensuring the accuracy, efficiency, and compliance of our financial data pipelines and reporting systems. Key Responsibilities: Lead the design, development, and maintenance of ETL processes using IBM DataStage and Python. Collaborate with data architects, business analysts, and compliance teams to create and maintain technical design documents. Develop and optimize SQL queries and scripts for Snowflake and other relational databases. Write and maintain Unix shell scripts to support automation and data processing tasks. Manage and resolve incidents in a timely manner, ensuring minimal impact to business operations. Participate in change management processes, including planning, documentation, and execution of changes. Attend and contribute to project and team meetings, providing technical insights and updates. Ensure compliance with internal standards, security policies, and regulatory requirements. Mentor junior team members and provide technical leadership within the team. Required Qualifications: Bachelor's degree in Computer Science, Information Systems, or a related field. 5+ years of experience in ETL development with IBM DataStage and Python. Strong experience with Snowflake or other cloud-based data platforms. Proficiency in Unix/Linux shell scripting. Solid understanding of relational databases and SQL. Experience with incident and change management processes (ITIL framework preferred). Excellent problem-solving, analytical, and communication skills. Ability to work onsite 4 days a week in Columbus, OH Preferred Qualifications: Experience in the banking or financial services industry. Familiarity with Agile methodologies and DevOps practices. Knowledge of data governance and data quality best practices. For more information about this opportunity, please contact Bill Hart at ************ AND email your resume to **********************************!
    $24k-30k yearly est. 5d ago
  • Product Manager

    Talentola

    Columbus, OH

    Job Description - Senior Business Analyst / Product Manager (Banking) Experience: 9-12 Year We are seeking a highly skilled Senior Business Analyst / Product Manager with strong experience in banking/financial services, end-to-end product development, and expertise in MVP design, wireframing, and prototyping. The ideal candidate will have hands-on experience working with Figma, Miro, and modern product lifecycle tools, and will drive strategic product initiatives from concept through delivery. Mandatory Skillset: Product Development expertise across full lifecycle Minimum Viable Product (MVP) design and definition Wireframing & Prototyping (Figma, Miro, etc.) Product Lifecycle Management Banking & Cards and Payment experience Exposure to Payments, Credit Card, and ACH systems Responsibilities: Support and manage the end-to-end product development lifecycle from ideation, design, development, and testing to product launch. Write and maintain requirements, epics, and user stories to drive development, sprint planning, and backlog grooming. Own and maintain the product roadmap and prioritized backlog, ensuring alignment with business goals and product vision. Evaluate upstream and downstream impacts of new features and ensure cohesive user experiences across products. Conduct and support user research, customer journey mapping, and market analysis to inform strategic decisions. Collaborate closely with technology leads, architects, and engineering teams on product enhancements and troubleshooting. Define, track, and analyze product metrics/KPIs to measure performance and guide improvements. Demonstrate experience with cloud-based platforms, APIs, and SaaS product development-preferably within financial services or banking. Apply strong analytical and problem-solving skills with exceptional attention to detail.
    $73k-101k yearly est. 5d ago
  • Financial Services Representative

    Pyramid Consulting, Inc. 4.1company rating

    Columbus, OH

    Immediate need for a talented Financial Services Representative. This is a 06+ months contract opportunity with long-term potential and is located in Colombus, OH (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID: 25-93606 Pay Range: $18.50 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan. Key Responsibilities: Hours: 8 hrs. per day || 40 hrs. in a week Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process Start date is flexible. Looking for contingent worker to work 12 PM to 5 PM Monday through Friday. Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed. Provides prompt efficient service for assigned product and/or service center internal and external customers. Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product. Reviews, underwrites, and processes applications for client contracts, client withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls. Requests additional information when necessary. Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records. Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. Researches and corrects errors. Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel. Performs other duties as requested. Key Requirements and Technology Experience: Key Skills; Customer Service, technical proficiency I.e MS office and excel, problem Solving Four years of work experience. Work experience with undergraduate studies preferred. Knowledge: General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Basic mathematics and problem-solving techniques. Excel skills preferred. Ability to prioritize own work within standards. Effective written and oral communication skills to interact with customers, team members, and management. Decision making skills necessary for customer contacts. Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Decision making skills necessary for problem identification and correction. Proven ability to operate a CRT and PC. Education: High school diploma. Undergraduate diploma desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. Our client is a leading Financial Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $18.5-19 hourly 4d ago
  • Technical Support Engineer

    BWE 4.0company rating

    Columbus, OH

    The Support Engineer plays a critical role in delivering Tier two and three level support and mentoring junior staff within a nationally distributed financial services organization. This role serves as the escalation point for complex technical issues and contributes to strategic initiatives that improve support operations, user experience, and technology adoption. The ideal candidate is a seasoned IT professional with strong technical acumen, leadership capabilities, and a passion for service excellence. Responsibilities: Resolve escalated hardware, software, and network issues with precision and speed. Perform root cause analysis and implement long-term solutions. Guide IT Support Specialists through complex troubleshooting, share best practices, and lead cross-training initiatives across platforms like Salesforce, Workday, and Microsoft 365. Analyze support ticket trends and recommend improvements to reduce volume and enhance resolution times. Implement automation and AI-assisted workflows where applicable. Lead projects to improve device provisioning, support processes, and end-user experience, with focus on automation and self-service enablement. Maintain and optimize asset tracking, license management, and endpoint lifecycle systems with automated reporting. Collaborate with Systems Engineering and other IT teams to resolve advanced issues and strengthen infrastructure reliability. Lead or support technology rollouts, including new applications, endpoint imaging, and security enhancements. Ensure onboarding processes are efficient and consistent, overseeing IT provisioning for new employees. Refresh and expand the internal knowledge base, incorporating AI-powered search and self-service capabilities. Provide clear documentation, training resources, and quick-start guides for citizen developer and automation scenarios. Establish baseline support metrics (ticket volume, resolution time, satisfaction) and deliver weekly reporting on team performance. Maintain and refresh internal knowledge base articles, troubleshooting guides, and citizen developer quick-start documentation. Key Deliverables: Implement and measure impact of one AI-powered enhancement (such as automated ticket triage or AI-assisted troubleshooting workflows) to improve response speed or user satisfaction, with documented success metrics and team training plan. Design and deliver cross-training schedule for IT Support specialists in Salesforce, Workday, and Microsoft 365, including competency assessments and certification pathways. Lead comprehensive refresh of BWE's internal knowledge base, ensuring it reflects current systems and processes while incorporating AI-powered search and self-service capabilities. Create citizen developer support documentation and quick-start guides for common IT automation scenarios, with clear governance boundaries. Analyze support ticket patterns over 90 days and provide formal recommendations for reducing volume or improving resolution times, including specific process improvements. Establish baseline support metrics (ticket volume, resolution times, user satisfaction) and implement weekly reporting to track team performance and identify automation opportunities. Minimum Qualifications: 3+ years of IT support experience with demonstrated success resolving complex technical issues. Strong proficiency with mac OS, Windows, and mobile device environments. Experience in financial services or other regulated industries preferred. ITIL Foundations Certification (preferred at hire, required within 6 months). Bachelor's degree in IT, Computer Science, or related field (or equivalent experience). Proficiency in Microsoft 365, Teams, Adobe Acrobat, Azure AD/Entra, and endpoint management tools. Experience with ticketing systems (e.g., FreshService) and the ability to manage concurrent priorities. Familiarity with network protocols, endpoint security, and remote support tools. Excellent communication and documentation skills for non-technical audiences. Preferred Qualifications: Experience implementing AI-powered support tools and automation strategies. Familiarity with Salesforce, Workday, SharePoint, and other enterprise platforms. Ability to lead small technical projects and mentor junior staff. Exposure to project management and cross-functional IT initiatives.
    $59k-85k yearly est. 3d ago
  • Project 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 5d ago
  • Business Analyst

    Afterkarma Inc.

    Remote job

    Business Analyst - Banking (W2, $20-30 / hr) Job Type: Contract - W2 Rate: $ 20-30/hr 🧩 About the Role We're seeking a motivated Business Analyst with a background in banking to join our dynamic team. In this role, you'll collaborate with business stakeholders, analyze financial processes, and help drive data-informed decisions for business initiatives. 🔎 Responsibilities Conduct comprehensive analysis of banking operations, customer workflows, and business processes Gather, document, and validate business requirements Develop and present clear data-driven insights, reports, and dashboards Support project planning, process mapping, and stakeholder communication Assist in implementing system enhancements and enabling efficient solutions Collaborate effectively with cross-functional teams and business users ✅ Required Skills & Qualifications Freshers or 1 year of experience as a Business Analyst in banking or financial services Strong communication skills-both written and verbal Proficient in basic to intermediate Microsoft Excel (formulas, pivot tables, VLOOKUP) Comfortable eliciting and documenting requirements Detail-oriented mindset with strong analytical problem-solving aptitude Experience with business process mapping and data analysis preferred 💼 Employment Details Employment Type: W2 contractor (no 1099 or agency corp‐to‐corp) Pay Rate: $20-30 per hour Location: Open to fully remote or onsite in select U.S. offices Contract Duration: TBD (with potential for extension or conversion) Schedule: Standard full-time hours (40 hrs/week); flexibility may be required based on project needs
    $20-30 hourly 1d ago
  • Financial Services Licensed Agent

    Rainmakers Inc. 3.7company rating

    Remote job

    Work From Home Become a Licensed Agent Insurance • Mortgage Loans • Investments No experience? No problem. We'll train you and cover your licensing costs so you can work with the largest companies in financial services fully remote. Why Join Us? Paid training + state/federal licenses Flexible part-time or full-time No quotas or income caps Residual income + bonuses + stock options Tax advantages (1099 independent contractor) Perfect for stay-at-home professionals or full-time travelers You'll Learn: -Sales & networking -Recruiting & team building -Client relationship management Requirements: -18+ & no felony record -Reliable Wi-Fi & Zoom access -Self-motivated & trustworthy
    $41k-66k yearly est. 60d+ ago
  • Sr. IT Manager - Digital Banking

    Insight Global

    Westerville, OH

    Sr. IT Manager - Digital Banking COMPENSATION: $195,000 base salary + 20% bonus + $20k stock BENEFITS: Annual Bonus, Medical, Dental, Vision, PTO, 401(k), Health Savings Account, Disability & Life Insurance, Tuition Assistance, Parental Leave, LTI Plan, Employee Wellness EMPLOYMENT TERMS: Direct-Hire/Permanent SUMMARY & OVERVIEW: We are seeking a "Sr. IT Manager - Digital Banking" to lead the technical delivery of a major digital banking platform migration from our current system to Q2 Digital Banking. This senior leadership role will oversee engineers, analysts, testers, and cross-functional teams to ensure successful execution of this strategic transformation initiative. KEY RESPONSIBILITIES: Leadership & Program Delivery: Drive large-scale digital transformation initiatives, ensuring timely delivery and effective risk management. Develop and execute comprehensive project plans, track KPIs, and remove delivery impediments. Build and retain high-performing technical teams through recruitment, training, and mentorship. Digital Banking Migration: Lead migration from legacy digital banking platforms to Q2 Digital Banking or similar systems. Ensure data integrity during platform conversions through robust validation and compliance checks. Oversee data mapping processes from legacy systems to new platforms, ensuring accuracy and regulatory adherence. Risk, Compliance & Budget: Incorporate regulatory requirements (CFPB, OCC, FRB) into technical delivery plans. Implement safety procedures, disaster recovery plans, and security controls to mitigate risk. Prepare and manage annual budgets, business cases, and operating plans for large IT programs. ITIL, Incident Management & Cross Functional Collaboration: Apply ITIL/ITSM practices, including incident, problem, and change management. Coordinate with middleware, security, IAM/CIAM, and infrastructure teams during migration projects. REQUIRED QUALIFICATIONS: Technical Delivery Expertise: Minimum 7+ years in IT technical leadership roles, including prior leadership experience. Managing technology teams delivering complex products/services. KPI tracking, data analysis, and reporting for continuous improvement. Domains, Frameworks & Standards: Financial Services/Banking (intermediate level). Regulatory compliance (CFPB, OCC, FRB). ITIL / ITSM (incident, problem, change management). Education: Bachelor's degree in a related field. PREFERRED QUALIFICATIONS: Digital transformation programs, including core and digital banking conversions (Fiserv, FIS, NCR, Q2 Digital Banking). Proven ability to ensure smooth adoption of new platforms by end-users. Ideal Candidate Profile: Strong program delivery leader with experience in digital banking migrations. Skilled in ITIL processes, risk management, and compliance. Adept at managing cross-functional teams and large-scale projects. Familiarity with Q2 Digital Banking or similar platforms. Comfortable with data migration and mapping strategies. Demonstrated ability to manage budgets and track KPIs for success. Compensation: $195,000 per year base salary Exact compensation may vary based on several factors, including skills, experience, and education. Benefits include: -Annual bonus -Comprehensive medical, dental, vision, life insurance, and disability benefits -401(k) program -Health savings account -Tuition assistance program -LTI Plan -Employee wellness program
    $195k yearly 2d ago
  • Salesforce Lead Developer (no direct reports/SME)

    Central Point Partners 3.7company rating

    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. 5d ago
  • Investment Banking Associate

    Hyperiongrp

    Remote job

    Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Tiger Capital Markets & Advisory LLC dba Howden Tiger Capital Markets & Advisory Associate Location: New York, NY Job Description Howden Tiger Capital Markets & Advisory is seeking an Associate in New York, NY. The Associate will participate in all stages of transaction executions, from the pitch phase through closing. Own day-to-day execution of live transactions. Lead client communications on live transactions. Develop and maintain client relationships. Assist with transaction structuring and negotiation. Participate in business development activities. Present materials in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. Execute M&A, equity, debt and ILS transactions. Provide support for and conduct mergers and acquisitions, public and private capital offerings, insurance linked security (ILS) offerings and other financial advisory services. Mentor and lead analysts and other associates. Mentor and lead intern class. Assist with producing internal training materials. Supervise one analyst which will include regular monthly performance review and formal year-end review. Originate client business. Attend industry conferences and set up meetings. Supervise one (1) subordinate with title: Analyst. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Job Requirements Requires at least a Bachelor's degree or foreign equivalent in Finance, Economics, Actuarial Science, Mathematics, Public Policy, or a related field. Must possess 2 years of experience with all of the following: (a) working in the financial services industry with investment banking; (b) working with Mergers and Acquisitions (M&A) transactions; (c) using Capital IQ to conduct industry research and transaction sourcing; (d) completing financial analysis and valuation modeling utilizing Capital IQ; (e) drafting transaction documents including confidential information memorandums (CIMs), teasers, and management presentations; (f) utilizing advanced Excel including: VLOOKUPS, Index Match, If, Then statements, SumIf, SumProduct, Macros, and pivot tables; (f) conducting hard and soft due-diligence; (g) completing financial analysis and valuation methodologies including discounted cash flow (DCF), leveraged buyout (LBO), and comparable company; (h) preparing client recommendations and pitches on strategic alternatives, capital raising, financing options, and market conditions. Experience may be gained concurrently. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Compensation and Benefits The expected base salary range for this role is $175,000 - $225,000, depending on experience and location. In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including: Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts 401(k) retirement plan Flexible Paid Time Off and paid parental leave Life and Disability insurance
    $175k-225k yearly Auto-Apply 4d ago
  • Trust Administration Officer II

    City National Bank 4.9company rating

    Remote job

    WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues. WHAT WILL YOU DO? * For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy. * Prepare new account paperwork, as required. * Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc. * Obtain missing documents from clients. * For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document. * Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries. * Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.) * Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. * Respond to advisors and intermediaries regarding the administration and maintenance of accounts. * Fields phone calls from clients and intermediaries. * Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA. * Gather information from clients for projects. * Prepare draft correspondence letters and memos. * Maintain new account logs. * Follow appropriate Regulation 9 process. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 3+ years of experience in financial services required * 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required *Additional Qualifications* * 3+ years of experience in trust administration preferred * Strong written and verbal communications skills * Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions * Ability to set priorities, and objectives * Trust Certificate and/or CTFA a plus *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *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 including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $71.8k-114.7k yearly 60d+ ago
  • Customer Experience Specialist I

    Solomonedwards 4.5company rating

    Columbus, OH

    About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Customer Experience Specialist I for one of its mortgage clients to operate in a call center environment supporting consumer direct lending. You will act as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Operate in a call center environment as a customer success advocate. - Answer high-volume, inbound calls or texts from current customers promptly. - Perform routine data entry and validation tasks. - Handle routine calls, emails, and/or chat responses with internal employees, consumers, and/or authorized 3rd parties. - Interact with multiple departments to expedite processing and/or issue resolution. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Mortgage and/or financial services call center experience is a plus. - Bilingual Spanish is a plus. - General understanding of applicable Federal, State, and Local Mortgage Regulations a plus. Skills and Job-Specific Competencies: - Capable communicator (written and oral). - Strong negotiation skills with the ability to effectively resolve problems. - Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.). Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141855 ### Place of Work On-site ### Requisition ID 141855 ### Application Email ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Enterprise Data Architect

    Sapphire Recruitment

    Remote job

    Enterprise Data Solutions Architect Contract - Remote (Eastern Time Hours Only) Pay: $65-$80/hour (DOE) Our client, a nationally recognized financial services organization, is seeking a hands-on Enterprise Data Solutions Architect to own data quality, reporting governance, and technical oversight for a growing Power BI environment. You'll be the onshore anchor for report accuracy, defect triage, and BI best practices across 40+ enterprise reports. What You'll Do Validate data across multiple sources and investigate discrepancies Review existing reports/datasets and deliver a 30-day assessment of risks and improvements Govern and optimize Power BI workspaces, including permissions, models, and refresh logic Write/interpret SQL and partner with offshore/IT teams on Azure Data Lake and BI pipelines Lead a daily 9-11 AM ET overlap window with offshore resources and align work with business needs What You Bring Strong hands-on Power BI experience, including workspace governance SQL skills (intermediate-advanced) and understanding of Azure data environments Working knowledge of DAX, Power Query, ETL/ELT, and BI architecture Highly independent, proactive, and comfortable in ambiguous, fast-changing environments Strong communicator who can challenge assumptions and translate business needs into data solutions Contract Details 6-month contract with strong potential for extension or conversion Workload expected to last 12+ months Fully remote, but must work Eastern Time Zone hours daily (mandatory) To apply, please submit a resume to ************************ for immediate consideration. Sapphire Recruitment is an EOE
    $65-80 hourly 3d ago
  • Business Specialist with Healthcare Background

    Seckel Region-Modern Woodmen of America

    Remote job

    Job DescriptionBenefits: 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with the Seckel Region Modern Woodmen of America! Leverage Your Healthcare Background for a Rewarding Career: Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives. Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape. About Modern Woodmen of America: Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities. Meet Our Leaders: Lori Seckel: Lori is a Regional Director with Modern Woodmen and has been with the organization since 2002. She graduated from The Ohio State University with a degree in education before starting her career with MWA. Lori loves spending time at the lake with her husband and two kids, and her hobbies are whatever activities her children are currently involved in. Brian Souder: Brian is a Managing Partner with Modern Woodmen and has been with the organization since 2012. Prior to joining MWA, he worked as an HR and Safety Director. Outside of work, Brian enjoys spending time with his wife and their four active boys. He has a passion for cooking and chess, and he and his family are proud season ticket holders for the Columbus Crew. Melissa Okulich: Melissa joined Modern Woodmen as a Managing Partner in 2024, bringing with her a decade of industry experience since 2014. In her free time, Melissa enjoys outdoor activities, painting, and spending time with her husband and four kids. Shes also an enthusiastic fan of the Ohio State Buckeyes. Benefits: Competitive compensation range Opportunity for personal and professional growth Fraternal programs and activities to enhance quality family life Involvement in local volunteer projects and community impact Supportive and open communication culture Target Achievement: Meet or exceed business development goals Qualifications: Team-Oriented Enthusiastic Positive Attitude Self-Starter Community-Focused Coachable Athletic Background (bonus) Military Background (bonus) Goal-Driven Willingness to Obtain State Insurance License College Degree (preferred, not required) Role Responsibilities: Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage. Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly. Networking: Build and maintain a network of client members through referrals, networking events, and community engagement. Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills. Deadline: Apply soon as this position will go fast. Flexible work from home options available.
    $49k-85k yearly est. 26d ago
  • Customer Engagement Marketing Manager, Vice President

    Jpmorgan Chase Bank, N.A 4.8company rating

    Columbus, OH

    Take on a leadership role where you will oversee and deliver impactful customer onboarding and engagement campaigns that strengthen retention and financial health. Partner with senior leaders and cross-functional teams to drive process excellence and creative thought leadership. As a Vice President, Marketing Manager in the Consumer Bank Customer Engagement Campaign Management team, you will lead large-scale, multi-channel campaigns focused on customer onboarding, retention, and financial health. You'll drive process excellence, creative thought leadership, and act as an Authorized Approver of creative and audience targeting, making a significant impact within the Customer Engagement team. Job responsibilities Lead end-to-end creative development, execution, and management of customer onboarding and engagement campaigns across digital, email, direct mail, social, and website channels. Develop and maintain proactive, strong partnerships between the Customer Engagement team, strategy partners, and internal/external execution partners. Manage senior-level relationships with agencies and vendors, and serve as the Authorized Approver on creative and audience targeting for team members. Execute omni-channel marketing campaigns and provide overall project management, ensuring initiatives are on-strategy, on time, within budget, and effectively coordinated across multiple channels and multi-functional teams. Track and manage content updates and annual recertification of in-market tactics and materials. Lead efforts to continuously improve both the customer onboarding and engagement experience, with a strong focus on testing and optimization to drive strategic recommendations. Drive creative thought leadership and process improvement initiatives within the Customer Engagement space. Collaborate with marketing managers to identify opportunities, campaign strategy, and frameworks for measurement and reporting. Participate in pilot programs and actively rethink processes to simplify and build additional capabilities. Serve as a leader on initiatives outside of assigned campaigns, including cross-program creative leadership, process improvement, and other strategic roles. Act as a culture leader, identifying key skills and engaging with the team beyond day-to-day duties and communicate effectively with senior leaders and others in written and verbal communications; present and facilitate large-scale meetings. Required qualifications, capabilities, and skills 7+ years of experience in a marketing campaign execution role, with a focus on customer engagement, retention, onboarding, or lifecycle marketing. Demonstrated experience overseeing and providing guidance on campaign execution for other team members or cross-functional partners. 3+ years of agency/vendor management experience. Experience as a leader in a fast-paced environment, with strong skills in multi-tasking and prioritization. Ability to balance tactical project management with strategic thinking and creative leadership, while adhering to a tight controls environment. High energy, solutions-oriented individual with the ability to manage multiple initiatives simultaneously, working well under pressure with tight deadlines. Strong relationship development and negotiating skills; able to earn respect and trust among internal and external business partners and team members. Team player with a positive, can-do attitude; comfortable with continuously changing opportunities and priorities. Curious and creative with a focus on constant improvement. Excellent written and oral communication skills; experience presenting to senior level executives. Preferred qualifications, capabilities, and skills 4-year college degree Experience in financial services, including customer engagement, retention, onboarding, or lifecycle marketing, and/or agency-side experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $77k-107k yearly est. 2d ago
  • Health Data Analyst (Remote)

    Easy Recruiter

    Remote job

    The Health Data Analyst provides information, analyses, and consultation to internal and external stakeholders. This position assesses the performance of pharmacy benefits and/or networks and develops recommendations for improvements or enhancement to support departmental and organizational objectives. This position will participate in the development of new reports, analytical models, and products/benefit programs that align with strategic imperatives. Responsibilities Assumes responsibility for moderately complex analytic and consultative work such as analyzing and interpreting client pharmacy benefit data, trends and reports and partnering with analytics team to deliver recommendations or project status updates to internal and external stakeholders; investigates follow up items or questions regarding project and/or request scope Investigates key drivers of benefit performance Create new queries using Alteryx including multiple table joins, understanding of table structures, creation of detailed formulas Participates in development of analytic methodologies, models, reports and new products May be responsible for Centers for Medicaid/Medicare Services reporting and analysis, including the management of directories and bid support Other duties as assigned Minimum Qualifications Bachelors degree in Mathematics, Finance, or related field, or the equivalent combination of education and/or relevant work experience; HS diploma or GED is required 2 years of experience in pharmacy benefits management, reporting & analytics, benefits consulting, healthcare, financial services or related field Must be eligible to work in the United States without need for work visa or residency sponsorship Additional Qualifications Advanced Microsoft Excel skills ability to create complete formulas and efficient data manipulation. Intermediate troubleshooting skills, including in-depth client data research, which may involve research and drivers of utilization; understands resources needed and steps/processes on how to complete the problem; able to understand when an issue arises how-to navigate to a resolution Strong PBM industry knowledge; able to articulate the industry trends to clients and the impact of trends and changes to client financials Ability to establish rapport and effectively influence at all levels within an organization Ability to communicate effectively and present complex data to a wide variety of audiences Preferred Qualifications Knowledge of the PBM (Pharmacy Benefit Management) industry and PBM data; understands key PBM metrics (such as PMPM, generic utilization) Experience working with large sets of pharmacy, claims, medical, and/or financial data Previous experience in a client facing or consultative role Extensive experience using analytic tools; familiarity with Alteryx Minimum Physical Job Requirements Constantly required to sit, use hands to handle or feel, talk and hear Frequently required to reach with hands and arms Occasionally required to stand, walk and stoop, kneel, and crouch Occasionally required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus
    $66k-92k yearly est. 60d+ ago
  • Manager, Communications Business Partner

    Cardinal Health 4.4company rating

    Columbus, OH

    **What Communications Business Partners contribute to Cardinal Health** Communications defines and executes communication and public relations strategies in support of the company's business objectives, image and reputation for both internal and external stakeholders. This function builds relationships with external stakeholders, including media and community organizations, and designs meetings and communications to leverage these relationships and promote the company. Communications Business Partner engages various internal audiences in the purpose and priorities of Cardinal Health, key initiatives and strategies with the goal of accelerating company performance. This job family develops and distributes print-based and digital communications including corporate policy manuals, internal newsletters, process handbooks, and function-specific documents created in collaboration with subject matter experts. This job family evaluates employee engagement with internal communications and liaises with leaders to ensure dissemination of communications. **Job Summary** This position, primarily focused on internal communications, is responsible for the development and execution of comprehensive communication strategies and tactics to engage employees and stakeholders in support of business strategies and initiatives. The role applies communication principles and practices, contributing to the communications strategies for the Global Business and Financial Services (GBFS) team and the Pharmaceutical and Specialty Solutions (PSS) IT team within the Global Technology and Business Services (GTBS) organization. **Responsibilities** General + Manages a Consultant, Communications Business Partner, who also supports Global Business and Financial Services (GBFS) team and the Pharmaceutical and Specialty Solutions (PSS) IT team within the Global Technology and Business Services (GTBS) organization + Collaborates with executive leaders and other business partners to develop and implement strategic communication plans that reflect the company's mission, values, brand and priorities all while mitigating risk + Seeks and maintains comprehensive understanding of the businesses/functions + Collaborates with communications partners across Cardinal Health Communications & Enterprise Marketing to follow consistent communications processes, protocols and reporting standards + Develops processes and protocols for existing and new initiatives and programs, primarily the promotion of events and other engagement activities + Develops and maintains effective working relationships with outside agencies and/or consultants + Focuses on creating and adapting content for site-specific audiences, including Cardinal Health International Philippines (CHIP) Internal communications + Creates and coordinates internal announcements and change management communications + Supports communication of technology issues and outages, known as TechAlerts + Creates and manages content for internal channels (intranet, viva engage, digital signage, huddle guides, etc.) + Supports internal cultural and engagement initiatives + Content development and events/AV logistical planning for executive events (Town Halls, Let's Chat sessions, etc.) + Coordinates, creates and publishes content for weekly newsletters across the business External communications + Counsel and support leaders and businesses/functions with external speaking opportunities, third-party endorsements and media requests, as needed Social media + Ideates social content using both internal and external sources in collaboration with corporate partners + Coordinates business unit/function social initiatives with Enterprise social media team **Qualifications** + Bachelor's degree in related field, or equivalent work experience, preferred + 6+ years of experience in communications, public relations or related field, preferred + Experience leading a team of communication professionals, preferred + Experience working with others globally or across regions, preferred + Exceptional oral and written communication skills + Strong curiosity, strategy skills and ability to persuade + Strong organizational and project management skills + Self-directed, action-oriented, forward-thinking and innovative with high ethical standards + Strong analytical skills, good judgment and strong operational focus + Team player with the ability to work cross functionally with peers and other business leaders + Demonstrated ability to achieve results individually through initiative and work collaboratively with others **What is expected of you and others at this level** + Creates and adapts content specific to audiences + Applies advanced knowledge and understanding of concepts, principles, and technical capabilities to manage a wide variety of projects + Independently determines method for completion of new projects + Participates in the development of policies and procedures to achieve specific goals + Recommends new practices, processes, metrics, or models + Works on or may lead complex projects of large scope + Projects may have significant and long-term impact + Receives guidance on overall project objectives + Acts as a mentor to less experienced colleagues **_Anticipated salary range_** **:** $87,700-125,300 **_Bonus eligible_** **:** Yes **_Benefits_** **:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **_Application window anticipated to close_** **:** 12/15/2025 *if interested in the opportunity, please submit application as soon as possible. _The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._ \#LI-LH3 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $87.7k-125.3k yearly 39d ago
  • Product Growth Hacker: TradFi - Stocks/Equities

    Crypto.com 3.3company rating

    Remote job

    Crypto.com is expanding into stocks, equities trading, bridging the gap between traditional finance and digital assets. We're launching a platform that makes it as intuitive to trade equities as it is to trade crypto: starting with a mobile-first experience designed for global retail investors. We're looking for a Growth Marketing Hacker to lead the go-to-market strategy, lifecycle programs, and product positioning for this new vertical. You'll work in close collaboration with product managers and growth to ensure every feature launch, campaign, and user experience is tightly aligned with user needs and business priorities. This is a rare opportunity to help define how the next generation engages with traditional markets. Key Responsibilities 1. Strategy & Positioning- Partner up with product and strategy teams to own the roadmap for stocks and equities trading within the Crypto.com ecosystem.- Craft messaging that differentiates our offering across accessibility, fees, user experience, and cross-asset trading. Own positioning and briefs. - Define user personas (e.g. crypto-first investors, fintech users, traditional retail traders) and build tailored journeys to drive UA at target CAC.- Work closely with product managers and growth to align product direction with market insights and user behavior. 2. Launch Execution- Lead growth GTM for new features (e.g. fractional shares, commission-free trading, securities lending etc.)- Conceptualise integrated campaigns across email, in-app, paid media, content, and influencer channels to drive adoption, cross-sell and engagement. UA teams to execute.- Collaborate with regional marketing, compliance, and comms teams to ensure local relevance and impact.- Deliver high-conversion landing pages, onboarding flows, and campaign assets to improve CAC and trading volume. 3. Customer Insights & Market Intelligence- Conduct user interviews, surveys, and behavioral analysis to inform positioning and roadmap- Track and analyze competitors and emerging fintech trends to stay competitive.- Feed insights directly into product, growth, and creative strategy. 4. Growth & Retention- Build lifecycle and retention campaigns to drive trading activity, repeat engagement, and product education.- Coordinate cross-functionally with product, CRM, UA, design, partnerships, media and comms teams to ensure seamless, impactful launches and on-going adoption across sports and crypto ecosystems.- Conceptualise and create compliant reward systems, and streaks tied to market events and trading behavior.- Work with product and growth to continuously optimize the onboarding, funding, and trade execution experience. 5. Performance & Reporting- Work with the Head of Growth and Product to define KPIs across funnel metrics, retention, and campaign impact.- Use tools like GA4, Tableau, Mixpanel to analyze campaign performance and drive rapid iteration.- Share insights regularly with product, data, and leadership teams to guide growth priorities. Requirements 3 to 5 years of experience in product marketing: ideally stocks/equities background Proven success launching and scaling B2C products or platforms and growing adoption and revenue sustainably. Excellent communication and copywriting skills: you can simplify complex ideas and tell stories that convert. Highly collaborative, with experience working cross-functionally in fast-paced environments. Bias to action. Analytical mindset with proficiency in marketing analytics and user research. Experience in regulated industries or financial services is a plus. Bonus: Crypto native or familiarity with community-led growth. ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.
    $71k-109k yearly est. Auto-Apply 60d+ ago
  • Head of Treasury Strategies

    Falconx 4.0company rating

    Remote job

    Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. FalconX is seeking an experienced and strategic Director of Treasury Strategies to lead and scale its operational, Banking, crypto and optimization functions. This critical leadership role involves ensuring appropriate operational design controls, bank relationship management, risk mitigation across our digital asset and fiat treasury ecosystems. This position liaise with Product, Accounting, Finance Transformation and Trading teams to drive automation of key processes. The ideal candidate will have a passion for innovation and operational excellence, with a strong background in treasury strategy, risk management and design. Significant experience working in institutional crypto, including settlements, wallet management, custody, and liquidity management, is essential. Key Responsibilities: Treasury Operations Optimization: Assess and implement automation to drive efficiency and accuracy. Ensure assets are segregated (best practice) Banking Infrastructure: Build and maintain robust relationships with global banking partners and payment providers; negotiate terms and drive expansion of banking rails. Cash & Liquidity Management: Optimize liquidity across wallets, exchanges, and bank accounts to support business needs while minimizing idle capital. Control Environment: Develop and enforce operational policies, procedures, and controls in line with best practices and regulatory expectations. Strategic Initiatives: Partner with cross-functional teams (Product, Compliance, Risk, Engineering) to drive automation and improvements in treasury systems and workflows. Foster innovation in treasury operations by adopting emerging tools, technologies, and market opportunities. Strategy & Planning: Develop and implement an operating model for treasury operations that balances short-term capabilities and long-term needs. Risk & Compliance Collaboration: Ensure business operations adhere to internal risk frameworks, audit, and regulatory obligations. Reporting & Metrics: Provide transparency to executive leadership through dashboards, analytics, and key performance indicators related to treasury operations. Cash Optimization: Assess and apply investment strategies for cash and digital assets to optimize returns while effectively controlling risk. Team Leadership: Build, mentor, and lead a high-performing team with a focus on accountability, scalability, and innovation. Operational Efficiency: Streamline operations by pinpointing inefficiencies and deploying automation tools to enhance precision and minimize manual tasks. Collaborate with technology teams to design and implement integrated, efficient workflows. Qualifications: 15+ years of financial services experience in investment or banking operations, with at least 5 years in a leadership role, and experience in the digital asset industry managing treasury processes and teams team is preferred. Deep understanding of cash management, global banking systems, settlement flows, and treasury infrastructure. Significant professional experience managing digital assets in treasury operations with technical expertise in Crypto and a broad understanding of the cryptocurrency ecosystem. Past experience working within a fintech environment is strongly preferred. Proven success in managing counterparty relationships (banking, software vendors) and navigating complex financial operations. Previous experience integrating financial systems is strongly preferred. Excellent analytical, organizational, project, and people management skills. Must be autonomous, detail-oriented, and adept at prioritizing in a fast-paced environment while handling multiple projects simultaneously. Strong interpersonal and communication abilities, with comfort presenting to executives, cross-functional stakeholders, regulators, auditors, and clients. The base pay for this role is expected to be between $230,000 - $311,000 max for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
    $84k-124k yearly est. Auto-Apply 60d+ ago

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