Fixed Income jobs near me - 135 jobs

Building the Future of Crypto Our Krakenites are a world-class team with crypto conviction, united by our desire to discover and unlock the potential of crypto and blockchain technology. What makes us different? Kraken is a mission-focused company rooted in crypto values. As a Krakenite, you'll join us on our mission to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. For over a decade, Kraken's focus on our mission and crypto ethos has attracted many of the most talented crypto experts in the world. Before you apply, please read the Kraken Culture page to learn more about our internal culture, values, and mission. We also expect candidates to familiarize themselves with the Kraken app. Learn how to create a Kraken account here. As a fully remote company, we have Krakenites in 70+ countries who speak over 50 languages. Krakenites are industry pioneers who develop premium crypto products for experienced traders, institutions, and newcomers to the space. Kraken is committed to industry-leading security, crypto education, and world-class client support through our products like Kraken Pro, Desktop, Wallet, and Kraken Futures. Become a Krakenite and build the future of crypto! The opportunity The Senior Director, Head of Treasury Operations we seek has a broad and well-rounded treasury skill set. They must have the proven ability to partner with the CFO and other leaders across the organization to deliver on committed financial goals, maintain the highest standards in financial management, and consistently add value to the leadership process, strategy development and business operations. The successful candidate will have positively influenced financial performance at current and previous companies. They should have a solid understanding of accounting principles and systems knowledge. This person must possess exceptional attention to detail, initiative and critical thinking skills. They must be a hands-on leader, strong communicator (oral, written, and interpersonal), and collaborator with the ability to thrive in a dynamic and results-oriented environment. Responsibilities will include but are not limited to: Lead global treasury operations, including liquidity management, and capital structure optimization. Manage short- and long-term cash flows, including cash forecasting, rebalancing, and funding strategies across multiple entities and currencies. Collaborate with the CFO, CAO, and cross-functional leaders to align treasury strategy with corporate goals. Prepare the treasury function to operate within a public company environment, including enhancing transparency, compliance, controls, and audit readiness. Oversee cryptocurrency and fiat cash management, including reconciliation of wallets and bank accounts across entities. Own and maintain banking and financial institution relationships globally; negotiate and manage credit facilities and service contracts. Develop treasury systems, tools (e.g., treasury workstation), and processes for automation, scalability, and SOX compliance. Lead treasury-related components of mergers and acquisitions, including due diligence, financing, and integration. Partner with Data, Risk, Engineering, and Product to create dashboards and insights that inform decision-making and operational improvements. Drive the company's capital markets strategy, including fixed income, crypto markets, and structured products. Develop fraud detection, disaster recovery, and security processes related to treasury and financial operations. Champion the adoption of automation and scalable technology solutions to improve operational efficiency, accuracy, and speed across all treasury workflows. Build custom treasury dashboards and analytics capabilities in partnership with Data and Engineering teams; bring a strong perspective on best-in-class treasury tools, systems, and infrastructure. Communicate complex financial strategies and treasury-related reporting and presentations clearly and persuasively to executive leadership, the Board of Directors and cross-functional stakeholders; influence strategic decisions through data-driven insights and strong financial storytelling. Grow, develop and lead a global treasury team. Additional duties and responsibilities as assigned Skills you should HODL 13+ years of progressive treasury leadership experience; strong preference for fintech, cryptocurrency, or financial services industries. Demonstrated expertise in managing global treasury operations across multiple currencies and jurisdictions. Proven success with financial planning, working capital optimization, and cash/collateral management. Strong familiarity with cryptocurrencies, digital wallets, blockchain transactions, and crypto trading or algorithmic bots. Experience selecting and implementing treasury technologies, improving workflows, and driving automation. Excellent negotiation skills in areas such as credit agreements, banking partnerships, M&A, and financing transactions. Deep understanding of capital markets, derivatives, macroeconomics, and treasury-related risk management. Advanced proficiency in financial modeling, forecasting, BI tools (e.g., Tableau), and Excel/Google Suite. Effective communicator with experience presenting to senior executives, board members, and investors. Educational background in Finance, Economics, Engineering, Mathematics, or related field; MBA, CFA, or CTP preferred. Location Tagging: #US This job is accepting ongoing applications and there is no application deadline. Please note, applicants are permitted to redact or remove information on their resume that identifies age, date of birth, or dates of attendance at or graduation from an educational institution. We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. Kraken is powered by people from around the world and we celebrate all Krakenites for their diverse talents, backgrounds, contributions and unique perspectives. We hire strictly based on merit, meaning we seek out the candidates with the right abilities, knowledge, and skills considered the most suitable for the job. We encourage you to apply for roles where you don't fully meet the listed requirements, especially if you're passionate or knowledgable about crypto! As an equal opportunity employer, we don't tolerate discrimination or harassment of any kind. Whether that's based on race, ethnicity, age, gender identity, citizenship, religion, sexual orientation, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state or local laws. Stay in the know Follow us on Twitter Learn on the Kraken Blog Connect on LinkedIn Candidate Privacy Notice

BitGo is the leading infrastructure provider of digital asset solutions, delivering custody, wallets, staking, trading, financing, and settlement services from regulated cold storage. Since our founding in 2013, we have focused on enabling our clients to securely navigate the digital asset space. With a global presence and multiple Trust companies, BitGo serves thousands of institutions, including many of the industry's top brands, exchanges, and platforms, and millions of retail investors worldwide. As the operational backbone of the digital economy, BitGo handles a significant portion of Bitcoin network transactions and is the largest independent digital asset custodian, and staking provider, in the world. For more information, visit ************** BitGo is looking for high-output OTC Sales Specialists to drive rapid growth across our OTC and Prime business lines. This is a fast-paced, performance-driven role built for closers who can ramp quickly and immediately deliver results. Locations: Israel, South Africa, Cyprus, Abu Dhabi. Your mission is clear: generate net new institutional OTC and Prime business. You'll be expected to activate your crypto-native network, prospect aggressively, and push qualified counterparties directly into BitGo's trading and Prime programs. If you know how to move fast, tap into the right wallets, and convert access into volume, you'll thrive here and be rewarded with a highly competitive, uncapped commission structure. Responsibilities A minimum of 1-3 years of experience in trading or sales trading at a leading financial institution, brokerage or OTC trading desk, ideally involving one or more of the following: digital assets, commodities, equities, FX, fixed income, or derivatives. Strong experience in OTC / Voice Trade trade execution and risk management, strong understanding of electronic trading systems, covering front-to-back processes. Communicative team player with a genuine passion for the cryptocurrency industry. Prospect and close new OTC and Prime clients - funds, HNWIs, DAOs, family offices, and trading firms Leverage your existing network to drive deal flow from day one Collaborate with BitGo's trading team on structuring, pricing, and executing large trades Push the full value of BitGo's platform - including custody, execution, and Prime financing Maintain a high volume of outbound outreach and client engagement Consistently feed our OTC desk with qualified, high-potential leads and counterparties Partner cross-functionally with compliance, operations, and onboarding teams for smooth client activation Provide market insights and client feedback to help improve offerings and strategy Skills & Experience A minimum of 1-3 years of experience in crypto sales, trading or sales trading at a leading financial institution Fast-ramp ability - must be generating opportunities within 2 weeks of joining A strong existing network of OTC-ready institutions and counterparties Crypto-native mindset and real knowledge of how the space moves Proven ability to generate new business, close deals, and hit targets Relentless outbound mentality - you're not waiting for leads Highly organized, self-directed, and able to work under pressure Why Join BitGo? Disrupting an industry takes vision, innovation, passion, technical chops, drive to deliver, collaboration, and execution. Join a team of great people who strive for excellence and personify our corporate values of ownership, craftsmanship, and open communication. We are looking for new colleagues who bring innovative ways of thinking and problem solving, and who want risks to be part of the team that changes the world's financial markets. Cryptocurrencies are the most disruptive change the financial services industry has seen in years. Join us and you'll be able to look back and say you were part of the team that transformed investing.

MadridBlues, the parent company of several e-commerce & SaaS platforms is looking for a dynamic teammate to join us to work in an environment where the demands and directions of work are constantly changing. We are a fully distributed team from over 10+ countries. Job Description -Responsible for driving the company's lead generation through content development, sales enablement, and inbound marketing strategies -You will play a significant role in developing content that is used to engage our target personas and verticals, designing sales collateral that supports business development efforts, and optimizing our website to drive top-of-funnel pipeline growth -Identify co-marketing/partnership opportunities and develop joint campaigns -Publishing on and managing the company's blog, social channels and newsletters -Development of editorial governance to enable content that is consistent with our brand voice, style and tone -Establish process for, manage, and execute ongoing content projects with established templates and editorial calendars You get to brainstorm and research your own topics to write about. Our editors and other teammates are here to support you. Work from anywhere, any hours (we just care that your weekly deadlines are met) Here are some of the most common topic areas you'll cover (but we often expand beyond these): Startups SaaS Product development Online marketing Entrepreneurship App development WordPress Email marketing Sales and sales funnels Freelancing Web design & development Podcasting Qualifications -Passion for writing and art -A dual-minded approach; You're highly creative and an excellent writer but can also be process-driven, think scale and rely on data to make decisions -3+ years of social media marketing and content creation -Editorial mindset that seeks to understand what audiences consume and how to create it -Expert at creating content for the web, social media platforms, and growing a social audience Additional Information Please specify if you are can handle a multi role. Mandatory information to be sent during application Expected Hourly rate or fixed rate per 1000 words (Take into account this is a long-term position) Number of hours available per week Timezone and schedule of availability (example 10 am est to 2 pm est) How soon can you get started Any additional skills which we should know about Portfolio link

This professional will be a core member of Investure's Investment Team focusing on Manager Selection and will work to identify, evaluate, select, structure, and monitor investments globally across a range of asset classes and opportunity sets focusing on public market strategies. Investure operates with a long-term, ownership-oriented, fundamental investment philosophy, and this person will contribute to the execution of that philosophy through a combination of (i) creating and sourcing investment opportunities, (ii) underwriting and executing due diligence, (iii) monitoring existing investments and portfolio exposures, and (iv) contributing across the functions of the investment team and the organization. Candidates must be innately curious, self-catalyzing, and open-minded. The ideal candidate will demonstrate a strong work ethic, a passion for investing, the ability to execute with a balance of creativity and discipline, and the ability to lead and network effectively. Cultural fit, humility, and maturity are imperative. This professional must be able to travel frequently even on short notice. The position is based in-office with a remote option on Fridays and during the summer a remote option for Thursdays and Fridays. Investure will not sponsor H-1B or other employment-related visas for this position. The Company Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to a select number of non-profit endowments and private foundations. Managing assets of approximately $19 billion as of June 2025, Investure is responsible for portfolio management, asset allocation, and manager selection investing across a number of asset classes, including fixed income and credit, global public equities, alternative investments (e.g., hedge funds, private equity, venture), and real assets. Investure has a fast-paced culture where there is a vast opportunity for learning and strong expectation of teamwork, collegiality, and integrity. We are a mission-driven organization that values continuous improvement, excellence, and employee engagement. Essential Functions Responsibilities of the role include, but are not limited to: Source and maintain investment manager relationships and identify/create investment opportunities: Build relationships outside Investure's current network, especially in a variety of public market strategies; Identify and study areas of potential opportunity and/or market turbulence; Track and build relationships with managers and comparable organizations previously identified. Diligence investment managers and opportunities: Independently analyze markets, investment strategies, and potential investment ideas; Lead an investment idea from sourcing through closing and ultimate realization; Develop and communicate investment thesis tenets, key risks, and underpinning analyses; Vet a manager's investment process and key employees; Analyze and decompose prior returns and track record; Complete diligence calls and meetings; Structure, model, evaluate, and negotiate term, fee, governance, and liquidity structures and/or changes in investment terms; Review and record all due diligence materials; Formulate and present investment ideas and analysis to the Investment Team and co-CIOs; Write investment memorandum for internal and external distribution. Portfolio Monitoring and Reporting: Track and evaluate significant portfolio developments and evolution; Monitor and engage with existing investment partnerships; Collaborate with operations and legal teams to evaluate and process legal amendments; Contribute to the development of client analyses, communications, and presentations as necessary; Assist with ad hoc investment research and investment-related projects, as needed. Extensive travel is required. Responsibilities and title will ultimately be commensurate with the professional's experience and demonstrated faculties and judgment. Education, Experience & Skills Bachelor's degree required; 3 to 5+ years of finance or investment experience required, including due diligence and underwriting experience; Familiarity with investment legal documentation and negotiations; Excellent quantitative aptitude and the ability to think abstractly; Able to handle confidential and sensitive information with a high degree of professionalism; Able to lead or support an investment process from start to finish; Experience collaborating in a multi-disciplinary, diverse and dynamic team. Guiding Principles Integrity: Demonstrates unquestioned ethics and credibility. Strives to exemplify the highest ethical standards in both work and personal lives. Excellence: Has exceptional work ethic. Works both hard and smart. Demonstrates continuous self-evaluation of successes and failures. Service: Puts others first. Illustrates mission-driven outlook and approach. Stewardship: Puts long-term interests above short-term goals. Focuses on the greater good. People: Demonstrates passion and excellent judgment. Treats others with respect, helps when and how needed, and is respectful of the needs of others. Teamwork: Takes a collaborative and selfless approach. Operates under the “Golden Rule”. Humility: Comfortable with being wrong. Seeks to learn from mistakes. Willing to do anything necessary to get the job done. Treats all as equals. Position Based Competencies Accuracy: Identifies and corrects mistakes; does not repeat past mistakes; demonstrates strong attention to detail. Problem Solving: Strong analytical skills with the ability to make recommendations and problem solve with sound judgment. Adaptability: Self-starter with the ability to nimbly manage competing priorities; effectively and positively embraces and manages change. Doesn't require constant direction. Relationship Management: Ability to establish strong rapport across all levels and manage enterprise-level relationships. Process Management: Driven by results but focused on improving processes and efficiency. Team Orientation: Comfortable taking direction or taking the lead; receptive to feedback. Communication: Demonstrates clear, thoughtful, and thorough verbal and written skills; professional and diplomatic demeanor. To apply for this position, interested parties should visit our website: **************************

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Senior Analyst, Investment Product Management plays a critical role in supporting the operational and strategic needs of our investment platform. This position is responsible for managing relationships with asset managers, resolving operational challenges, and driving the successful onboarding of new Separately Managed Account (SMA) strategies. Responsibilities: SMA Strategy Onboarding- Manage the end-to-end onboarding process for SMAs and similar strategies, ensuring timely execution and clear, concise communication with all stakeholders. Relationship Management- Build and maintain strong, trusted relationships across departments to ensure alignment and transparency. Act as a liaison between internal teams and external partners to explain strategy availability, manage the pipeline of onboarding requests, and provide updates on progress. Collaboration- Collaborate with LPL Research, Product Risk Management, Operations, Legal, and Compliance to review and approve strategies requiring additional oversight. Product Management Operations- Own the day-to-day management of SMA investment products, including strategy onboarding, issue resolution, management reporting, and oversight of the SMA mailbox. Project Leadership- Lead and drive key initiatives and projects from inception through execution, ensuring alignment with business priorities and timely delivery. Industry Insight- Leverage and continuously expand industry knowledge to deliver competitive and innovative investment solutions. Continuous Improvement- Capture and analyze feedback from advisors and internal stakeholders to identify opportunities for process improvement What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements 3+ years of experience in the financial services industry Knowledgeable in the investment advisory product landscape, specifically SMAs Well-versed in a broad range of investment vehicles, including equities, mutual funds, ETFs, and fixed income Effective communicator with polished presentation skills Core Competencies Proven experience managing SMA onboarding processes and investment product operations. Strong understanding of investment products, particularly managed accounts and advisory platforms Excellent communication and interpersonal skills, with the ability to clearly articulate complex information to diverse audiences Foster a collaborative environment by actively engaging with cross-functional teams to solve problems and deliver results. Demonstrated ability to lead cross-functional initiatives and drive results in a fast-paced environment High attention to detail and commitment to delivering accurate, compliant, and timely solutions Strong organizational and project management skills Preferences Bachelor's degree in Business, Finance, Economics, or a related field Series 7, Series 66 Experience with process improvement, documentation, and issue resolution Due Diligence and product risk experience Proficiency in Microsoft Excel, PowerPoint, Lists, and other relevant tools; experience with investment platforms, Morningstar, or CRM systems is a plus Pay Range: $78,375-$130,625/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25

J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Program/Project Manager in Wealth Management, you will lead and advise on large-scale, complex Electronic Communication projects that shape our business. You will collaborate with cross-functional teams to manage operational changes, oversee the technology development lifecycle, and ensure projects align with our strategic objectives. Together, we drive innovation, deliver impactful solutions, and foster a culture of continuous improvement. This role offers you the opportunity to expand your expertise and make a meaningful difference in our organization. Job Responsibilities Lead and support firm-wide and business-wide initiatives impacting the E-Comm Review Program Organize and execute operational process changes, including annual reviews and change management Ensure compliance with change management processes and firm guidelines Evaluate data needs and technology opportunities to create effective management information systems Develop and communicate program updates to internal forums, business partners, and senior management Collaborate with teams across Field, Product, Risk, Control, Compliance, and Legal to achieve strategic objectives Support compliance testing, audits, and risk assessments for the E-Comm Review Program Coordinate recruiting, onboarding, and staffing for program capacity projections Lead new hire training and ongoing development for E-Comm Review Program employees and partners Partner with Technology to communicate business needs and track project progress Define project objectives, success metrics, and oversee execution of deliverables Required Qualifications, Capabilities, and Skills 7 years of experience in the securities or investment industry Strong technical acumen and understanding of the technology development lifecycle Proven project management experience, including leading teams through full project lifecycles In-depth analytical skills and ability to make data-driven decisions Strong knowledge of retail investment products (advisory accounts, mutual funds, annuities, equities, fixed income) Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC) Excellent communication skills, both oral and written Ability to manage multiple projects of varying size and complexity Demonstrated initiative and achievement of challenging goals Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint Bachelor's degree or significant equivalent experience in a related securities industry position Preferred Qualifications, Capabilities, and Skills Experience with Agile and/or Jira Experience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau) Business and technology consulting experience Industry licensing (e.g., FINRA Series 7, 66, 9/10, State Life & Health Insurance license) Experience in process design, technology development, and business readiness Experience influencing and aligning cross-functional stakeholders Openness to developmental feedback and a collaborative work environment

Full-time Description XR Trading is a proprietary trading firm with employees in the Netherlands, Singapore, UK and US. XR participates in a wide variety of marketplaces including global futures, equities, commodities, options, fixed income, and cryptocurrencies. Our culture emphasizes teamwork and focuses on continuous integration and test-driven development. We embrace opportunistic hiring by welcoming exceptional talent even when a specific role may not be open. If you are highly skilled, motivated, and eager to contribute, we encourage applicants to apply so we can explore potential opportunities within XR Trading. Job Function & Responsibilities We are seeking a talented and self-motivated Experienced Trader to join our growing trading team The ideal candidate is willing to develop new trading strategies utilizing our proprietary software, as well as customize our current trading strategies Location Work location is generally flexible and subject to approval Education Bachelor's degree in a technical area such as electrical engineering or computer science Preferred Experience & Skills Preference to those with the ability to do light programming work using multi-dimensional arrays, nested loops, complex conditionals and simple file I/O Preference to those who are fluent in C++ and/or Python Strong mathematical aptitude Values teamwork and is capable of thinking independently Can communicate effectively while under pressure Can adapt to changing situations with ease 5+ years working experience of high volume trading Has demonstrated the ability to use sound judgment while trading Proven ability to develop new, profitable trading strategies Please note: only individuals whose qualifications match our current needs will be contacted for further screening and/or interviews. XR Trading does not hire candidates who are currently on a student visa or who now or in the future will require XR to sponsor them for employment visa. Thank you for your interest in XR Trading! Below is the expected base salary range for this position. This position is also eligible for an annual discretionary bonus as additional compensation as well as company benefits listed below. Base Salary Range $135,000 - $185,000 USD XR's Company Benefits Package 100% Employer-Paid Medical Coverage Dental Coverage Health Savings Account $50,000 Life Insurance Policy Short-term Disability Insurance Long-term Disability Insurance Employee Assistance Program Flexible Spending Accounts Dental Vision 401(k) Retirement Savings Plan XR matches 50 cents to every dollar employee contributes Pre-tax Transit Benefits $50 stipend for each month Annual reimbursement for bike sharing programs Paid Time Off Generous Annual Vacation and Sick Time Maternity, Paternity and Adoptive Parent Leave Continued Education Tuition Reimbursement for relevant Undergraduate and Graduate School 100% reimbursement for successful completion of qualifying Certificate Programs, CFA Exams, and Single Courses Anniversary Program 5 Years of Employment: 2 additional PTO days and a long-weekend trip for two to a local resort of your choice 10 & 20 Years of Employment: 6-Week Paid Sabbatical 15 Years of Employment: 3 additional PTO days and a long-weekend trip for two to a global destination of your choice Other XR Perks Option to Work Fully Remote Regularly Scheduled Company Sponsored Lunch Access to Building Gym Regular Corporate Events Book Club XR Super Week

MadridBlues, the parent company of several e-commerce & SaaS platforms is looking for a dynamic teammate to join us to work in an environment where the demands and directions of work are constantly changing. We are a fully distributed team from over 10+ countries. Job Description Copywriting for new web pages, landing pages, products, FAQs Optimize copy within the customer journey making the message clear and understandable Write email copy for email campaigns A/B Testing copy throughout our sites Collaboration Working hands-on with design, marketing, and content teams Working on scripts for videos and audio Create new / Optimize SEO Copy (Titles, Meta Desc., etc.) Improve copy in high-value blog posts better sell, convert, and/or drive traffic to goal Performance Develop and use metrics to increase conversions, reduce bounce rates Track and report key functional metrics Match user intent and command user flow Qualifications 3-10 years of website, SAAS-specific copywriting experience Experience with A/B testing tools, heat maps, and google analytics Expert understanding of writing mechanics and english grammar Familiarity with trends and styles in all aspects of writing for the web Must provide a portfolio of marketing-focused web copy Additional Information Please specify if you are can handle a multi role. Mandatory information to be sent during application Expected Hourly rate or fixed rate per 1000 words (Take into account this is a long-term position) Number of hours available per week Timezone and schedule of availability (example 10 am est to 2 pm est) How soon can you get started Any additional skills which we should know about Portfolio link

The traditional financial industry was not built to put the interests of clients first. At Wealthfront, we're committed to building products and services that are designed to earn our clients more and make it easy to bank, invest, and plan for the future. And we don't want to stop there - our vision is to optimize our clients' money across spending, savings, and investments, putting it all to work effortlessly. Deposit a paycheck with Wealthfront and, with the click of a button, our clients can have us automate the rest. Our software can top off emergency funds, pay all of our clients' bills, and even invest the rest to help meet their goals. We call this future Self-Driving Money™. Being a Client Services Representative at Wealthfront offers unique opportunities when compared to other roles that require a Series 7. The one that stands out most is that you would work for a company that actually intends to act in our clients' best financial interest and that treats clients the way we'd like to be treated. We always try to remove the traditional financial jargon and communicate with our clients in a clear and honest manner. By working at Wealthfront, you get to work at a company that doesn't require you to justify the unjustifiable, like high fees and actions that may not be in your best interest, because at Wealthfront, we put our clients' interests first.Responsibilities: Provide exceptional customer service through email and phone communication Help our clients use our product better through online tools and resources Work with our operations teams to resolve client issues Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients Assess client information and approve fund transfers Assist clients in understanding asset allocation and explain investment risk profiles Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions. Requirements: Bachelor's degree; 1+ years of experience in retail banking, wealth management, asset management, and/or fintech Experience in a client facing role is preferred Strong communication skills; able to explain complicated concepts to clients as well as team members Able to partner with multiple stakeholders, including other teams and senior executives Comfortable with being independent and learning new concepts quickly Excited about our mission statement Passion for delighting clients Series 7 and 66 preferred (or must be obtained within 3 months of joining) Estimated annual salary: $60,000 - $80,000 plus equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Our client, a major bank in Iselin, NJ is looking for Scrum Master PM/BA, with banking or financial experience. 100% remote for out of state candidates. 1 or 2 days per week in the office for local candidates. Rate is 60-67/h on W2. C2C is also an option. This is 6+ months contract with possible extensions. Scrum Master PM / BA, Data Integration, Financial Services. Scrum master position managing scrum team(s) for a large cloud-based data warehouse Major Responsibilities: • Basic functions of scrum master: Sprint planning, daily scrums, grooming of backlog, retrospectives, managing burn downs, etc. • Maintain RAID log for teams under management • Work with project team to convey status reports • Be capable of balancing PMO milestones with scrum activities by assessing team velocity, blockers and conflicts. • Environmental Management when needed for projects • Coach and mentor in agile best practices • Ability to shield team from outside distractions and interference. Requirements: 7 to 12 years of experience required Financial background. Prefer knowledge in Derivative, Cash, Finance and Banking products. Technical background. Prefer knowledge in Snowflake, Python, ETL/ELT processing Experience with Atlassian suite of products (i.e. JIRA, Confluence, etc.) Understand agile approaches (Kanban, Scrum) Familiar with common development practices and the SDLC Ability to multitask several ongoing issues. This involves the ability to assess priority and make appropriate decisions quickly and effectively. Excellent written and verbal communication skills Effective presentation skills. College Degree Skills KANBAN, PMO, FINANCIAL SERVICES, CONFLUENCE Additional SCRUM EXCELLENT WRITTEN AND VERBAL COMMUNICATION SKILLS JIRA, ETL, DATA INTEGRATION, PYTHON ENVIRONMENTAL MANAGEMENT PRESENTATION SKILLS, DATA WAREHOUSE, MENTOR, RAID, SDLC Please email your resume or use this link to apply directly: **************************************************************************** OrderID=16563458 Or email: ************************* Check ALL our Jobs: ****************************************** Keywords: scrum scram sql capital markets fixed income investment sdlc raid banking python

Are you a detail-oriented consulting professional with a passion for delivering impactful software implementations? Do you excel at leading data migration projects, ensuring accuracy and integrity in every step of the process? Are you eager to collaborate with diverse teams to transform how investment management firms manage their operations? If so, we invite you to be a part of our innovative team. As a Data Migration Consultant at Ridgeline, you will be responsible for end-to-end functional implementations of the Ridgeline enterprise cloud software for investment management customers. At the intersection of investment management and technology, you will directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services with an emphasis on data migrations. A consultative approach, innovative mindset, and collaborative spirit will be key as you build a track record of successful go-lives and make a meaningful impact on an industry primed for change. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you. The Impact you have Lead data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility. Collaborate with the implementation team and customers to gather requirements, understand their client management, portfolio accounting and performance data needs. Perform data mapping, transformation, and cleansing activities to meet project specifications. Validate, troubleshoot, and resolve any variances between source data and Ridgeline system generated data during the data conversion process, providing technical support and guidance to customers. Coordinate closely with project managers and functional consultants to ensure dependencies are identified and accurately accounted for as part of the broader onboarding process. Partner with Data Science team to improve inefficient processes, enhance system automation, and improve accuracy. Understand and apply Ridgeline's value proposition and leverages our established implementation methodology to provide holistic solutions. Deliver accurate and timely responses to customers and the implementation team (verbal and written) related to data migration tasks. Contribute to department broader Customer Success initiatives to improve the onboarding experience. What we look for Bachelor's or Master's degree in Finance, Accounting, or Economics. 5+ years of experience within the investment management industry. Strong knowledge of financial instrument types, asset management industry, and data related workflows (reconciliation, data flows, and end user reporting). In-depth knowledge of portfolio accounting systems and performance measurement methodologies, including financial transaction types and asset classes (equities, fixed income, and FX). Strong communication and client-facing skills, with the ability to translate technical concepts to non-technical stakeholders. Strong experience in SQL, data integration ETL tools and MS Excel. Proven track record of managing complex data projects from planning through execution. Excellent problem-solving abilities and attention to detail. Ability to work independently and in team settings, managing multiple priorities under tight deadlines. Bonus Project management skills and/or experience leading successful implementations of enterprise SaaS solutions. Understanding of Agile principles and software development lifecycles. Experience coaching customers around tech stack, tooling, and processes. Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata. Basic understanding of AWS, APIs, and serverless technology. Chartered Financial Analyst designation a plus. About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America's Best Startup Employers.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions. Compensation and Benefits The cash compensation amount for this role is targeted at $128,000-$153,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Remote

Title: Chief Financial Officer (CFO) Reports to: President/ CEO Supervises: Vice President of Accounting, Director of Finance Status: Exempt Objective The Chief Financial Officer (CFO) serves as an integral member of the Executive Management Team and is responsible for shaping the overall vision, planning, and leadership of the Credit Union s financial health. Through dynamic and hands-on involvement, the CFO participates actively in establishing and executing major goals and objectives of the Credit Union, with a focus on all aspects of financial management. The CFO oversees accounting, asset and liability management, budgeting, capital expenditures, investments, pricing, projections, profitability, liquidity risk, and regulatory management, as well as other departments and financial systems that reflect the Credit Union s financial position. The CFO ensures compliance with all state and federal regulations and reviews the soundness, adequacy, effectiveness, and proper application of financial controls. Additionally, the CFO leads the development and implementation of effective operational planning and directs all back-office operations related to electronic banking services, including treasury services, ACH, share draft, wire transfer, ATMs, and associated vendor relationships. The CFO also directs and evaluates the performance of the Accounting, Electronic Banking, and Finance Departments. Duties and Responsibilities Develops and implements effective financial strategies, objectives, policies, and procedures for the organization Assists Senior Management in developing short and long-term goals and objectives Manages the Credit Union s investment portfolios in conjunction with established Asset Liability strategies, while executing securities and other investment purchases within policy limitations Leads the Asset and Liability Committee (ALCO) as well as the Loan and Share Committees Serves as a member of various organizational committees including: Enterprise Risk Management Committee, both at the Board and Management levels Charitable Giving Committee Finance Committee Technology Information Security Committee Effectively manages Credit Union risks including loan loss reserve, compliance, profitability, interest rates, and liquidity Ensures the effective preparation, maintenance, and reporting of internal and external financial records and analyses Develops the critical financial management information to improve key business decisions Ensures effective and efficient operations; conducting periodic reviews of existing systems, products, and procedures; provides recommendations regarding improvements in service delivery, processes, and equipment needs, which will further the Credit Union's objectives Builds and sustains a highly capable and contributing leadership team consistent with the Credit Union s culture and goals Establishes and maintains effective communication and coordination with Credit Union personnel, management, and the board of directors Ensures effective business relations with vendors, outside auditors and regulators, and with professional trade groups Assumes responsibility for related duties as required or assigned Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs Relates to others beyond giving and receiving instructions: Communicates with coworkers or peers without exhibiting behavioral extremes Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others Responds appropriately to feedback Performs other duties as required Required Qualifications Thorough knowledge of financial and accounting practices and procedures of a financial institution Experience in Fixed Income Portfolio Management Understanding of governmental regulations and reporting requirements Competence in related auditing and risk management functions Understanding of Credit Union operations and information needs Ability to forecast economic trends and develop strategies to meet desired outcomes Ability to develop and execute plans Strong oral and written communication skills Excellent analytical abilities Solid organizational skills Effective supervisory and management skills Highly competent in the use of products contained within the Microsoft Office suite Well-developed interpersonal skills and strong ability to build and maintain effective relationships Commitment to ongoing professional development Desired Qualifications Advanced degree, CPA and/or CMA Financial services industry experience Education and/or Experience Bachelor s degree in finance, accounting, or related field Ten or more years of related progressive experience Five or more years of experience as a controller or CFO Ten or more years of management experience CFA or equivalent certification Physical Demands The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions. The employee is regularly required to sit, use their hands, reach with their arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment. #LDRKMB

SIFMA currently has an open position for an Associate or Senior Associate, Federal Government Affairs in the Washington D.C. office. As a member of the broader Advocacy team, the Senior Associate will be responsible for monitoring and analyzing legislative and regulatory developments that impact SIFMA's member firms. The successful candidate must demonstrate detailed knowledge of the policy issues confronting the financial services industry before Congress and the regulatory agencies in order to act as a substantive resource for staff advisors and SIFMA member firm representatives. Likewise, the candidate must be exceptional in written and oral communication. Responsibilities: • Monitor and analyze federal legislative and regulatory developments impacting the capital markets and SIFMA member firms; prepare timely issue summaries, briefings, and impact analyses for internal stakeholders; • Support the development and execution of SIFMA's federal advocacy priorities in coordination with the Government Affairs team; • Draft policy materials including talking points, memos, comment letters, and issue briefs for use with Congressional offices, federal regulators, and member committees; • Assist with managing relationships with Capitol Hill, federal agencies, trade associations, and coalition partners, including tracking engagement and maintaining up-to-date contact records; • Coordinate and support Hill meetings, briefings, and other advocacy-related events - including scheduling, logistics, participant preparation, and follow-up; • Conduct research on legislative proposals, regulatory initiatives, Member/Committee priorities, and political dynamics to inform strategic advocacy efforts; • Maintain internal tracking tools such as legislative trackers, policy dashboards, and project management systems; ensure information is accurate, timely, and actionable; • Provide regular updates and recommendations to senior leadership and member firms on federal policy developments; • Support the planning and execution of policy workstreams, working groups, and member committees, including preparing agendas, materials, and meeting notes; and • Collaborate with internal teams across Research, Communications, and Member Engagement to ensure alignment on policy messaging and member outreach. Qualifications: • Bachelor's degree from an accredited university; • Knowledge of (and preferably a minimum of 3 years' experience in) regulation, capital markets, or public policy areas; • Strong understanding of the federal legislative and regulatory process, key committees, and relevant financial services policy issues (or interest/ability to learn quickly); • Exceptional research, writing, and analytical skills with the ability to clearly synthesize complex policy topics for a range of audiences; • Excellent written and verbal communication skills are required, along with the ability to quickly learn, assess and provide creative solutions to complex issues; • Strong relationship-building and communication skills, with the ability to interact professionally with Congressional staff, policymakers, senior executives, and member firms; • Demonstrated ability to manage multiple priorities in a fast-paced environment with strong attention to detail and deadline-driven execution; • Must be a self-starter who is comfortable working in a very dynamic environment, with rapidly changing priorities; • Proficiency with Microsoft Office Suite; experience with legislative tracking tools preferred; • High degree of professionalism, discretion, and sound judgment; and • A proactive, team-oriented mindset with a willingness to support a wide range of projects as needed. About us: SIFMA is the leading trade association for broker-dealers, investment banks and asset managers operating in the U.S. and global capital markets. On behalf of our industry's nearly 1 million employees, we advocate on legislation, regulation, and business policy, affecting retail and institutional investors, equity and fixed income markets and related products and services. We serve as an industry coordinating body to promote fair and orderly markets, informed regulatory compliance, and efficient market operations and resiliency. We also provide a forum for industry policy and professional development. SIFMA, with offices in New York and Washington, D.C., is the U.S. regional member of the Global Financial Markets Association (GFMA). For more information, visit ********************* Benefits Include: • Medical, Dental, Vision Insurance Plans • Life and AD&D Insurance • Short-Term and Long-Term Disability Insurance • 401(k) with employer contribution • Generous paid time off and holidays • Eligible to work remotely (up to 2 days per week) • Mobile Subsidy Salary range: $70,000 - $75,000 How to apply: SIFMA is currently conducting virtual interviews. Although the SIFMA offices are currently open, the individual hired may start remote and will transition to working in the office at a future date. Please apply directly via our Careers site or send your cover letter, resume, and salary requirements to ***************** and indicate “Associate, Federal Government Affairs” in the subject line of your email. SIFMA is an Equal Opportunity Employer and encourages interested individuals to apply.

Implementation Analysts are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities. Responsibilities: * Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients. * Takes charge of the onboarding process for clients onto Clearwater's platform. * Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform. * Communicates project status, issues, and risks in an effective and transparent manner. * Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. * Manages client and internal stakeholder relationships adeptly throughout the entire implementation process. * Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives. * Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action. * Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks. * Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts. Required Skills: * Understanding of TVOM, duration, yield, returns, and risk exposures. * Intermediate Technical Skills in Excel (basic formulas and formatting). * Knowledge of investment accounting policies and procedures preferred. * Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred. * Project management skills preferred. * Strong computer skills, including proficiency in Microsoft Office. * Excellent attention to detail and strong documentation skills. * Outstanding verbal and written communication skills. * Strong organizational and interpersonal skills. * Exceptional problem-solving abilities. Education and Experience: * Bachelor's degree in related field. * 2+ years of relevant experience. * Experience with relational database principles and SQL querying. What we offer: * Business casual atmosphere in a flexible working environment * Team focused culture that promotes innovation and ownership * Access cutting edge investment reporting technology and expertise * Defined and undefined career pathways allowing you to grow your own way * Competitive medical, dental, vision, and life insurance benefits * Maternity and paternity leave * Personal Time Off and Volunteer Time Off to give back to the community * RSUs as well as employee stock purchase plan and 401k with match * Work from anywhere 3 weeks out of the year * Work from home Fridays

Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values-Stay Curious, Have Empathy, and Be Accountable-and are ready to make a significant impact, we encourage you to apply. Your Role: As the Chief Risk Officer, Broker Dealer Oversight for Alpaca Securities LLC, you'll partner with the COO, CCO, and the rest of the brokerage leadership team to develop and drive to completion processes for both oversight and quality control of all brokerage operations functions. You will implement risk monitoring and establish key risk indicators to facilitate ongoing monitoring of all business aspects. Another critical aspect of this role will be Issues Management. This will include setting up the framework to identify issues posing a risk to the firm. You will ensure that these issues are properly risk-rated and prioritized so that they can be addressed effectively. This means working closely with Product, Product Ops, and the Engineering teams. Progress on issues will be reported out to Alpaca leadership on at least a monthly basis. Alpaca Securities maintains a distributed, remote work environment. This role will report directly to the President of Alpaca Securities LLC. Things You Get To Do: Developing, maintaining and adapting Key Risk Indicators (KRIs) as the business evolves and scales Performing independent reviews and stress testing Designing policies and control frameworks Assessing new products or business changes Providing 2nd line of defence challenge to front-office risk management Identify and manage risks to the organization, its employees, stakeholders, assets, and operations, and develop risk management strategies, objectives, and policies that establish the framework, tools, and procedures to achieve successful risk identification and management within best practice standards. Be the primary owner for Risk and Control Self-Assessment (RCSA) and internal testing program. Be the primary owner for due diligence related to onboarding and offboarding of correspondents/partner firms. Research incidents and issues with the appropriate person(s) and document from identification to resolution. On an ongoing basis, recommend and implement changes to firm policies and procedures as necessary. Provide guidance and training to promote risk control awareness, ownership and accountability. Monitor and analyze risks within the business units, including losses due to unsecured debits, and effectively provide reports to the Firm's Risk and Controls Committee. Engage and develop effective working relationships to support cooperative responses to risk management matters and issues. Assumes responsibility for special projects; gathers data and prepares reports for senior management, auditors and other personnel. Who You Are (Must-Haves): Bachelor's degree or Associate's degree in Law, Finance, Business or related discipline or the equivalent combination of experience and education. 8+ years of experience with a regulator or at a broker-dealer in the financial services industry. FINRA Series 7 and 24 (an ability to get Series 4 within 3 months from start date) Working knowledge of investment products and services offered by a broker-dealer and the related SEC and FINRA rules and regulations. Ability to keep issues appropriately confidential. Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment. Experience in implementing and maintaining policies and procedures. Ability to work effectively and collaboratively across multiple teams in a remote work environment. Self-starter with the ability to work independently under minimal supervision. Must possess the ability to adapt to a changing business and regulatory environment. Must be able to handle stressful situations while maintaining a calm and professional demeanour. Enjoy challenges and take ownership of new responsibilities as required. How We Take Care of You: Competitive Salary & Stock Options Health Benefits New Hire Home-Office Setup: One-time USD $500 Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. Recruitment Privacy Policy

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Role Summary We are seeking an Account Manager, Field Sales to join our U.S. Global Wealth Management (GWM) team. In this role, you will generate sales and cultivate relationships within a defined geographic territory across the full suite of PIMCO products. You will manage all aspects of the client relationship and drive sales across intermediary-driven channels-wirehouses, independent advisors, banks, regional broker-dealers, and RIAs. The Account Manager will provide expertise, manage a territory of Financial Advisors, and introduce PIMCO's diverse investment strategies, building strong relationships and delivering results. The ideal candidate will possess superior consultative sales and relationship-building skills, a thorough understanding of PIMCO's products and services, and an advanced understanding of the financial advisory business. Responsibilities Maximize territory performance and drive sales with financial advisor clients to achieve and surpass net and gross sales targets for the assigned territory on a monthly, quarterly, and annual basis. Collaborate with the Divisional Sales Manager to develop, execute, and achieve a strategic territory business plan that aligns with the principles of a long-term perspective and a consultative sales approach. Maintain comprehensive knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies of our clients and partner firms. Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements. Create a travel schedule that optimizes coverage in the designated territory to achieve all sales and activity metrics. Schedule, conduct, and follow-up on activities based on agreed upon goals, including group sessions, one on one, meetings, educational seminars, and client entertainment. Implement effective client segmentation and a service model that facilitates regular contact with top clients and prospects. Build productive working relationships with product managers, portfolio managers, and other specialists across PIMCO to deliver the right resources to the right clients at the right time. Establish and maintain productive working relationships with key regional COIs across our top partner firms. Comply with all travel and expense reimbursement and activity reporting in a timely manner. Support PIMCO Business Objectives Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction. Seek opportunities to contribute to PIMCO beyond the daily remit of your role, strive to be an exceptional colleague Represent PIMCO as needed at national, regional, and local conferences and training events. Fully embrace and seek professional development and educational opportunities sponsored by PIMCO. Qualifications Minimum of a Bachelor's Degree required. CIMA, CAIA, CFA designations, and/or an MBA are a plus. A minimum of five (5) of experience in an external client-facing role, such as business development or field sales, within the Arkansas and Oklahoma markets, along with a robust network of established relationships with financial advisors. Possession of FINRA Series 7 and 63 licenses. Strong territory management skills and demonstrated track record meeting sales quotas. Proven entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships. Exhibited exceptional client engagement skills and consistently achieved high levels of client engagement while building strong, lasting relationships. Outstanding verbal and written communication skills to engage with key partners, present sales materials, and provide technical information about our products. Strong financial services background with knowledge of investment trends and advisor best practices. Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs. Professional Skills Requirements Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional verbal and written communication skills, emphasizing effective engagement with diverse audiences. Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment. Exceptional Organizational Skills and Resourcefulness: Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully. You think strategically, navigate ambiguity, and proactively advance projects and initiatives. Adaptability and Collaboration: Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity. You build positive relationships and collaborate effectively across diverse teams. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully. Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. You are intellectually curious and committed to professional development, staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence. Results-Driven: Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary: $ 150,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Job Title: Senior Software Development Manager About Us: At Clearwater Analytics, we are on a mission to become the world's most trusted and comprehensive technology platform for investment management, reporting, accounting, and analytics. We partner with sophisticated institutional investors worldwide and are seeking an Sr. Software Development Manager who s our passion for innovation and client commitment. Role Overview:focuses on delivering high-quality software solutions in a dynamic environment. Key Responsibilities: • Lead and mentor a talented team dedicated to developing high-quality software used by industry leaders in fixed income asset management and trading. • Drive the delivery of business goals through effective team processes and direct engagement. • Foster a culture of collaboration, creativity, and continuous improvement. • Participate actively in Agile meetings to refine development strategies and contribute to the product roadmap. • Champion the integration of emerging technologies and feature enhancements that keep our platform ahead of the curve. • Manage large projects from inception to delivery, ensuring the team meets its high expectations and performance standards. Requirements: • 15+ years of total software engineering experience, with at least 5 years in a leadership role within the FinTech sector. • Strong understanding of cloud platforms (AWS/GCP/Azure) and distributed architecture. • Experience with real-time systems, event-driven architectures, and engineering excellence in a large-scale environment. • Proven ability to lead teams in a fast-paced environment, driving results and fostering innovation. • Bonus: Experience in BigTech and hands-on coding experience in software development. Desired Qualifications: • Excellent written and verbal communication skills; the ability to present intricate technical designs clearly. • Familiarity with investment workflows and financial services, specifically within portfolio management. What we offer: Business casual atmosphere in a flexible working environment Team-focused culture that promotes innovation and ownership Access cutting-edge investment reporting technology and expertise Defined and undefined career pathways, allowing you to grow your way Competitive medical, dental, vision, and life insurance benefits Maternity and paternity leave Personal Time Off and Volunteer Time Off to give back to the community RSUs, as well as an employee stock purchase plan and a 401 (k) with a match Work from anywhere 3 weeks out of the year Work from home Fridays Why Join Us? This is an incredible opportunity to lead a passionate team that is shaping the future of investment management technology. You'll have the chance to work in a dynamic, agile environment while collaborating with some of the brightest minds in the industry. If you're ready to take your career to the next level and make an impact, apply now.

Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities Reviews loan file and gathers any items needed for final loan approval Liaison between all operational and sales departments in the transaction Orders supporting documentation Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation Prioritizes daily workload to ensure a delightful client experience Excellent client communication skills Communicates with third party vendors throughout the loan process to finalize the application Ensures adherence to investor and regulatory guidelines Proactively maintain loan pipeline, tasks and objectives Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work. Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA. Deep understanding of mortgage loan products and underwriting guidelines. Self-driven with the ability to work independently and collaboratively. Excellent organizational skills, able to set and meet deadlines in a high paced environment. Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization. Intellectually curious and interested in applying technology to enhance business processes. Prior experience in retail mortgage loan processing Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements 2+ years of retail mortgage processing experience Mortgage Loan Originator License preferred; Company will sponsor for the right candidate Knowledge of Conventional Conforming and Jumbo guidelines Understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $55,000 - 62,000 USD plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Join our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at **************************************** for more information. WHO WE NEED: Arootah is searching for experienced Portfolio and Fund Accountants to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in this senior role, you have specific, hands-on experience performing the ongoing accounting needs for a leading Hedge Fund or Family Office. What You'll Do Best practice reviews. Developing realistic and effective action plans. Breaking apart goals into actionable steps. Advising on vendor selection and oversight. Creating and implementing policies, procedures, and control measures. Evaluating each client's advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices. Special projects or other areas of need. Working under the Director of Operations or Director of Fund Accounting, price the fund portfolio(s), process all accounting entries including corporate actions, contributions, withdrawals, and other fund and partner activity in order to produce P&L and performance reports. Prepare daily/monthly/quarterly tri-party position, cash, market value and accrual reconciliations with the Administrator and Prime Broker(s). Work with Administrators, Prime Broker(s) and executing parties on timely and accurate accounting and trade break resolutions including all cash and fund positions/securities. Review daily/monthly/quarterly Administrator NAV Packages and make updates to the portfolio accounting system if necessary. Liaise with fund administrator, auditors, and tax preparers to process and maintain fund accruals, expenses, management fees, and incentive allocation calculations and schedules. Prepare books and records as well as monthly/quarterly and annual financial statements, partner allocations and capital statements for partners and investment vehicles. Assist in the preparation of investor requests and reports. Prepare internal financial analysis, holdings and performance reports for internal stakeholders and investment personnel. Perform all accounting functions related to fund requirements including wire transactions, client reporting deliverables and ad hoc requests for partners, their constituents, and internal parties. Qualifications A Bachelor's Degree in Business, Accounting, Finance, Economics, or a related field. A minimum of four years of professional experience in Portfolio or Fund Accounting or middle office operations with a Hedge Fund, Family Office, Alternative Investment Management firm or Hedge Fund Administration firm. Previous experience with portfolio and fund accounting software or applications (Eze, Advent, Aladdin, Portia, etc.). Knowledge of multi-asset sectors and investment types, including, but not limited to public equity (long/short), private equity, fixed income, and absolute return oriented multi-strategy. Highly proficient with Microsoft Office, advanced Excel skills Excellent analytical and problem-solving skills with ability to multi-task. Attention to detail and capable of taking initiative. Strong team player with an entrepreneurial predisposition and strong interpersonal skills to effectively work across all levels of the firm. Job Status Contractor Hours are based on the needs of the assigned client (0-40 hours per week). Join a well-funded disruptor in finance and technology.Enjoy the flexibility of remote work and choosing your assignments.Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join! For more information, visit us at Arootah.com.