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  • Seasonal Tax Administrative Assistant

    Squire & Company PC 4.1company rating

    Squire & Company PC job in Orem, UT

    Job Description About Squire: Based in Orem and Salt Lake City, UT, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution. Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to expansion and growth. Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded. At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs. Apply now and be part of a team that fosters growth and encourages your professional development! About the role: The Tax Administrative Assistant supports executive management and assigned staff with a variety of administrative and project management services. This role requires strong organizational skills, initiative, and adaptability, as you will often coordinate deadlines, resolve issues, and represent executives when engaging with clients, vendors, and other stakeholders. Work hours may occasionally need to be adapted or extended to meet project deadlines. This is a seasonal role that will assist our tax department during their busy season. Responsibilities: Assemble tax returns, e-file, and compose correspondence to the IRS Facilitate phone calls; handle questions and concerns; schedule and confirm meetings; and oversee the needs of department visitors. Manage complex queries by phone, email, and in person. Support relationships with Microsoft, Intuit, Oracle, the IRS, and other key organizations. Assist with billing processes, client bills, and collections, including related correspondence and calls. Support the planning and execution of firm events and functions. Draft, format, and edit letters, reports, and correspondence from draft stage to client-ready work; maintain compliance with record retention policies. Proficiently use MS Word, Excel, PowerPoint, CRM systems, and other software; research effectively online; and operate technical equipment appropriately. Maintain confidentiality and protect sensitive information. Run occasional off-site errands such as delivering documents to clients, picking up supplies, or completing postal runs; reliable personal vehicle required. Qualifications: Minimum 1 year of administrative assistant experience required, preference for tax administration experience. Associate degree preferred. Proficiency with MS Office Suite, especially strong Excel skills. Excellent interpersonal, written, and verbal communication skills with a strong client-service orientation. Reliable, punctual, and responsive to team needs. Ability to manage projects independently, prioritize tasks, and meet deadlines under pressure. Demonstrated organizational skills and attention to detail. Adaptable to changing priorities and collaborative in problem-solving. Willingness to ask questions, seek guidance, and ensure accuracy in all tasks. Must have reliable transportation, a valid driver's license, and the ability to use a personal vehicle for occasional firm-related errands. Job Status: Temporary Full-Time/Hourly + Expected Overtime. Start Date: Feb 2nd, 2026. End Date: Apr 15th, 2026. Work Location: Orem, UT or Salt Lake City, UT Work Arrangements: In-Office Squire Perks: Squire's dedication to excellence and quality work has garnered numerous accolades, including: Utah's Best Company Award - 8 years running 2024 Best Accounting Firm to Work For 100 Companies Championing Women Award Accounting Today's “Firms to Watch” in 2024 Worksite Wellness Award 2020-2024
    $28k-37k yearly est. 3d ago
  • ERP Project Manager - NetSuite - Business Cen

    Squire & Company Pc 4.1company rating

    Squire & Company Pc job in Orem, UT

    About Squire: Based in Orem and Salt Lake City, UT, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution. Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to expansion and growth. Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded. At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs. Apply now and be part of a team that fosters growth and encourages your professional development! About the role: We're seeking an ERP Project Manager who can see the big picture of how business processes fit together and knows how to turn that understanding into successful ERP implementations. You don't need to be a deep technical expert, but you should have the insight and curiosity to ask the right questions, connect the dots across departments, and keep projects moving with clarity and confidence. In this role, you'll lead multiple client ERP projects simultaneously, acting as the primary point of contact for stakeholders and guiding them through each stage of the journey. You'll also partner closely with an internal Project Specialist who supports you with scheduling, budgets, and status reporting, freeing you up to focus on driving outcomes and building strong client relationships. Responsibilities: Lead ERP projects from kickoff to go-live, ensuring milestones, timelines, and deliverables are met. Act as a key client-facing project manager, facilitating discussions with executives and department stakeholders. Work with the internal Project Specialist to manage schedules, budgets, and reporting. In coordination with the project architect and project lead, guide clients through requirement gathering, process mapping, and decision-making. Identify risks, dependencies, and potential roadblocks; escalate as needed. Support change management and user adoption efforts, including coordinating training sessions. Coordinate with internal project team, client project team, and any third-party partners or consultants. Qualifications: 5-8 years of project management experience, with at least 3 years in ERP implementation. Experience leading projects involving NetSuite required. Microsoft Business Central preferred. Avalara experience is a plus. PMP certification required. Solid understanding of business processes in finance, accounting, supply chain, and operations. Strong communication and facilitation skills with both technical and non-technical audiences. Proven ability to manage multiple projects and priorities in a professional services environment. Willingness to travel to client sites as needed. Job Status: Full Time, Salaried Work Location: Orem, UT or Salt Lake City, UT Work Arrangements: In-office or Hybrid Squire Benefits Package Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families. Our benefits program is designed to provide peace of mind and ensure access to quality healthcare. Our 2025 benefits package covers 90% of the medical health premium in addition to the following: Medical Dental/Vision Plans Robust Health Savings Account Match Flexible Spending Account 401(k) Match Employer Paid Short-Term & Longer-Term Disability Employer Paid Group Life Insurance Policy Accident Insurance Plans Employee Assistance Mental Health Services Pet Insurance Plans Identify Theft Protection Plans Squire Perks: Squire Culture Discretionary and Spot Bonus Structure Professional Training Tuition Reimbursement (for required Master level positions) Philanthropic Activities Signature Rewards Program Employee Assistance Programs Women's Professional Development Fitness Reimbursement Accrued Paid Time Off Health & Wellness Programs Squire's dedication to excellence and quality work has garnered numerous accolades, including: Utah's Best Company Award - 8 years running 2024 Best Accounting Firm to Work For 100 Companies Championing Women Award Accounting Today's “Firms to Watch” in 2024 Worksite Wellness Award 2020-2024
    $98k-123k yearly est. Auto-Apply 60d+ ago
  • Client Relationship Manager- Salt Lake City, UT

    Charles Schwab 4.8company rating

    Salt Lake City, UT job

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth. What you have Required qualifications Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 63 license required A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) 3+ years' experience with customer service 3-5 years in a security/financial services capacity Preferred qualifications Notary 2+ years' experience in a management/supervisory capacity Outstanding written and oral communication skills Previous experience in a direct client-facing role Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $69k-103k yearly est. 1d ago
  • Wholesale Account Executive - Salt Lake City, Utah

    Lendsure Mortgage Corp 3.5company rating

    Cottonwood Heights, UT job

    LendSure specializes in Non-QM mortgage solutions, and we are seeking consultative and service oriented account executives that possess a high work ethic and are very coachable. No mortgage experience is required, but a background in sales is preferred. You'll participate in 3 months of training on a base salary to learn the business and equip yourselves with the tools and knowledge you need to call on loan officers. Once you hit the field, you'll be on what is essentially a commission only compensation plan which has a low floor but a very high ceiling. You have the opportunity to earn north of $350k a year in this role. Initially you'll be required to be in the office 5 days a week, but as you prove yourself you'll earn flexibility to work from home. This is still a W2 position, so you can enjoy great benefits such as Medical, Dental, Vision, 401k (matching to 4%), Life Insurance, Flexible Time Off, and Employee Discounts. As a full-time Wholesale Account Executive at LendSure Mortgage Corp, you will play a crucial role in driving business growth through warm calls, presentations, and relationship establishment/management. You will balance identifying and qualifying new opportunities with managing your existing pipeline of loans. The best AEs cradle to grave their loans, which plays a massive role in forming the strongest bonds between them and their clients. You will collaborate closely with the operations team to advance leads through the sales cycle to a successful funding. You will leverage your strong communication skills to set proper expectations, sell terms/pricing, and ask for referrals as you look to build your network of partnered loan officers. Knowledge And Skills Required For The Position Are Bachelor's degree or at least 2 years of proven success in sales Highly motivated and driven; competitive Strong organizational skills Selling, negotiating and closing skills Not afraid to hit the phones Strong communication skills Self-confidence to present our programs to a room of people This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
    $58k-85k yearly est. 3d ago
  • Recreational Vehicle Service Technician

    Charlie's Service 3.9company rating

    Clearfield, UT job

    Job Description Full-time Recreational Vehicle Service Technician - Charlie's Service, Sunset, UT Pay: Salary of $65,000 to $87,000, depending on experience Schedule: 8 am-5 pm, Monday-Friday, with overtime available Benefits include: Bonus structure PTO and holiday pay Education assistance Flexible schedule Life insurance (at no cost) Mentor/apprentice program Short- and long-term disability Uniforms and laundering IRA with company match Holiday gift cards at Thanksgiving and Christmas WHO WE ARE: Since its inception in 1985, Charlie's Service Center has been dedicated to fulfilling all automotive needs for our customers. What began as a modest two-bay auto repair shop has transformed into a thriving six-bay facility, where our skilled team collaborates to achieve our goals and deliver exceptional customer care. We are equipped to handle a wide range of vehicles, including domestic and import cars, commercial units, fleet vehicles, as well as RVs and trailers. As a family-owned and operated business, we foster a supportive, team-oriented atmosphere that encourages our staff to grow and reach their full potential. Join us in delivering quality work that you can take pride in! REQUIREMENTS: 1-5 years of experience in RV repair or a similar role A valid driver's license and a clean driving record Strong mechanical knowledge and understanding of vehicle maintenance procedures Proficient in diagnosing and repairing various RV systems, including air brakes, shocks, and struts Excellent problem-solving skills and attention to detail Strong communication skills to effectively communicate with team members and customers Ability to read and interpret technical manuals and diagrams Preferred Qualifications: Time management skills Organizational skills YOUR DAY-TO-DAY AS OUR RECREATIONAL VEHICLE SERVICE TECHNICIAN: You arrive at a well-organized shop and begin by reviewing your assigned projects. Your day is filled with hands-on tasks, performing routine maintenance, diagnosing complex mechanical and electrical issues, and installing RV components from appliances to HVAC systems. You consult with customers about repairs, collaborate with teammates to troubleshoot challenges, and ensure each job meets strict safety and quality standards. READY TO APPLY AND ADVANCE YOUR CAREER? Our 3-minute, mobile-friendly initial application for the Recreational Vehicle Service Technician role can be completed anytime, from anywhere. Take the next step in your career today! Must have the ability to pass a background check and drug screening test. Job Posted by ApplicantPro
    $65k-87k yearly 8d ago
  • Master Teacher

    Utah Community Action 4.1company rating

    Salt Lake City, UT job

    Utah Community Action in Salt Lake City, UT, is seeking to hire a Master Teacher for our Head Start preschool. Our Master Teacher earns a competitive wage of $28.83 per hour. In addition, we offer generous year-round benefits, including: * Health, dental, and vision insurance * A healthcare spending account (HSA) with up to a $2,500 match * A 401(k) plan with a 5% match * Short- and long-term disability insurance * Company-paid Life insurance * 11 paid holidays and PTO * Paid time off between Christmas and New Year's * One hour of paid time on Fridays for self-care and mental health Are you seeking a fulfilling teaching career that allows you to make a positive impact on the lives of preschool children? Do you want a job where you look forward to coming to work every day? If so, apply today! SUMMARY The Master Teacher supervises assigned staff, works cooperatively as a member of a classroom team to deliver high-quality services for all children and families, and is responsible for the care and education of a group of children as part of the teaching team. REQUIRED QUALIFICATIONS * A bachelor's degree or advanced degree in Early Childhood Education, Child Development, or a related field with an emphasis on Early Childhood essential topics * Experience teaching preschool-aged children. * Must complete and maintain a CPR/First Aid certification within 90 days of hire * Must complete and maintain a Food Handler Permit within 60 days of hire PREFERRED QUALIFICATIONS * Two years of related experience * Previous Head Start experience * Bilingual in languages spoken by families served by UCA * Valid driver's license The typical schedule is Monday through Friday, from 7:45 am to 4:15 pm. Verification of degree/transcripts required. The Agency is committed to providing equal employment opportunities for all persons. It is dedicated to the following practices: To recruit, employ, train, and promote persons for all positions without regard to race, color, religion, sex, age (40 and over), national origin, disability, marital status, familial status, sexual orientation, gender identity, pregnancy, childbirth or pregnancy-related conditions, veteran, genetic information, military service, immunity status or other protected-group status and to base decisions regarding applicants and employees on an individual's job-related qualifications and other relevant and lawful factors.
    $28.8 hourly 3d ago
  • Technical Account Manager

    Mastercard 4.7company rating

    Salt Lake City, UT job

    **Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Technical Account Manager Overview Mastercard is a leading provider of innovative API-based financial products, empowering businesses with seamless access to financial data and services. The Open Banking Technical Account Management team is seeking a dynamic and highly skilled Technical Account Manager with a strong technical background to join our team. As a part of this team, you will play a critical role in providing technical guidance to our largest and most strategic clients. Responsibilities 1. Technical Solution Design: - Analyze client needs and tailor our API solutions to meet their specific requirements, ensuring optimal integration and performance. - Collaborate with cross-functional teams to design and architect effective technical solutions that align with the client's objectives and needs. 2. Post-sales Implementation: - Lead the technical implementation process, ensuring smooth integration and deployment of our API-based financial products within the client's ecosystem. - Provide technical guidance and support to clients during the implementation phase, addressing any integration challenges and ensuring successful project delivery. 3. Client Relationship Management: - Establish strong relationships with clients, acting as a technical advisor and ensuring their ongoing satisfaction with our solutions. - Gather feedback and insights from clients to continuously improve our products and services, communicating their needs to internal teams. 4. Technical Expertise and Support: - Utilize in-depth knowledge of REST APIs and SQL querying to provide technical expertise and support to both internal teams and integrating clients. - Troubleshoot and resolve technical issues, collaborating with the development and support teams to deliver effective solutions. All About You - Previous experience in a Solution Engineering or Technical Account Management role. - Strong knowledge of REST APIs and experience in integrating them into various applications/ API-based solutions. - Excellent problem-solving skills and ability to troubleshoot technical issues effectively. - Problem-solving mindset and ability to work independently and within a team. - Familiarity with financial industry standards and protocols (e.g., OAuth, FDX, OpenID Connect, PCI-DSS). - Strong communication and presentation skills, with the ability to articulate complex technical concepts to both technical and non-technical audiences. - Proven ability to work effectively in a collaborative, team-oriented environment. - Adaptability and willingness to learn new technologies and stay updated on industry trends. - Proficiency in SQL querying and database management. - Understanding of software development life cycle (SDLC) and integration methodologies. - Strong organizational skills and attention to detail. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Pay Ranges** Salt Lake City, Utah: $106,000 - $175,000 USD
    $106k-175k yearly 10d ago
  • Investment Consultant

    City National Bank 4.9company rating

    Remote or Salt Lake City, UT job

    *INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $52k-89k yearly est. 60d+ ago
  • Investment Trader - Downtown Salt Lake City, UT (In Office)

    Zions Bancorporation 4.5company rating

    Salt Lake City, UT job

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by _American Banker_ magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. **Zions Bank - Institutional Sales and Trading** is a team of experienced traders and institutional sales personnel who assist institution with their investment needs through fixed income and money market securities. We are looking for an **_Investment Trader_** to help further our teams' goals of realizing trading profits and fulfilling Customer Needs **_Ideal candidates will have the skills and experience necessary to_** + Trade a wide variety of financial products to realize trading profits and to fulfill customer needs. + Maintain a profitable position through the trading of financial products. + Exercise discretion in timing and determines equitable pricing in order to capitalize on profitable trading opportunities. + Develop and maintains an awareness of capital markets trends and issues which may directly affect the financial products which are actively traded and customer needs. + May advise investment personnel and portfolio managers on market conditions to assist in the sales and support function. + May assist in the development of short- and long-term trading strategies. + May provide investment guidance to customers. + Other duties as assigned. **_Responsibilities:_** + Responsible with assisting the development of the bank's fee income and profits generated by selling fixed income instruments and money market securities to existing and new institutional customers. + Learn a variety of fixed income products, how to profitably trade them and how they fit in with the investing and asset management goals of a variety of bank clientele. + Learn about all other bank products and services that would increase bank fee income, i.e., clearing and safekeeping services, portfolio accounting and investment advisory services, trust services, equity brokerage, cash management, etc. + Learn in depth information relating to the securities we underwrite, securitize or trade in the secondary market. + Other duties as assigned. **_Qualifications:_** + Use and/or application of basic principles, theories, and concepts. + Basic knowledge of financial markets, economic news releases, investment instruments, money market securities and other investment products. + Excellent PC, mathematical, analytical, communication and customer service skills. + Self motivated + Requires a Bachelors and 0 to 2 + years of directly related experience. + Securities Licensing (Series 7). **_Full Time_** + On-site 17 th Floor Zions Bank Building + Hours: 7:00 AM to 3:00 PM **Req ID:** 068668 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $63k-100k yearly est. 50d ago
  • Manager of Treasury

    Beyond 4.1company rating

    Utah job

    We Go Beyond: At Bed Bath & Beyond, we believe that everyone should “Be You!”. Bed Bath & Beyond is a community that upholds a culture of understanding, acceptance, and respect. We believe a person's individuality, traits, beliefs, and characteristics should be valued and embraced. Living by this ethos is essential to the success of our business. Our goal is to foster a more inclusive environment where every employee visibly demonstrates inclusive behaviors and respect for individuals. This role will be located in Salt Lake City, UT or Brentwood, TN with the potential for remote for the right candidate. We are seeking a seasoned Corporate Treasury Manager to lead our treasury operations and safeguard the financial health and liquidity of the organization. This strategic role oversees enterprise cash management, investment and debt portfolios, banking administration, banking relationships, and payment processing, ensuring compliance with regulatory and financial covenants. The ideal candidate will bring deep expertise in capital markets, SOX compliance, and public company treasury functions, while managing financial risks including foreign exchange and interest rate exposure. This role also supports strategic decision-making in partnership with Finance, Legal, and Executive Leadership teams. Job Scope: Key responsibilities include developing and executing cash forecasting models, managing banking and merchant service relationships, optimizing liquidity and capital structure, and maintaining robust internal controls. Cross-functional leadership are integral to success in this position. Salary Range: $106,600 - $133,250 ESSENTIAL JOB DUTIES Monitors and manages the daily cash position of the company to ensure it is consistent with expected cash flow needs. Evaluates and optimizes capital expenditures, investment opportunities and portfolio management. Develops and manages enterprise rolling 13-week cash forecasts to ensure proper business performance and planning. Manages all financial or compliance risks related to Treasury operations, including SOX and other regulatory compliance as required. Administers the company's banking and investment accounts including assisting internal stakeholders with applications as needed. Serves as company intermediary with banks and merchant service processors, while owning strategy for banking and merchant service processor structure. Monitors and optimizes investment opportunities within guidelines of approved investment policies. Manages and optimizes company's credit and debt structure and obligations. Monitors the maintenance of debt and manages debt compliance according to corporate debt guidelines. Develops interest, income and expense forecast for annual budget and forecasts. Follows prescribed legal guidelines and requirements. Performs other job-related duties as assigned. Required Skills and Experience: 7+ years of progressive treasury or corporate finance experience, with at least 3 years in a public company environment. Experience with debt structuring, covenant compliance, and capital market transactions in a public company setting. Strong understanding of SEC regulations, SOX compliance, and public company reporting requirements. Demonstrated experience managing payment processors, merchant service providers, and complex banking relationships. Proven ability to develop and manage enterprise-level cash forecasting models. Must have excellent verbal and written communications skills and be able to professionally interact with employees at all levels of the company. Advanced proficiency in Excel and experience with Treasury Management Systems (TMS) and ERP platforms. Must have proven ability to identify, analyze, and recommend solutions to complex problems. Must be self-motivated, detail oriented and manage multiple tasks in a fast-paced environment and work independently with little or no direct supervision. Must demonstrate the ability to function in a team environment where peer cooperation is required to successfully perform job duties. Experience hiring and leading diverse teams Preferred Qualifications: Certified Treasury Professional (CTP), CFA, or MBA Experience with multinational operations and foreign exchange risk management Exposure to investor relations or capital markets functions Hands-on experience with system implementations (e.g., TMS, ERP, bank platforms) Education/ Licensing/Certification: Graduation from an accredited institution with a bachelor's degree in Finance, Accounting, Economics or Business or a related field or any combination of education and experience is required. Who We Are: We're a passionate group of collaborative problem solvers and creative innovators, working on cutting-edge technology. From building award-winning retail applications (with amazing AR functionality) to creating leading blockchain and machine learning technologies, each of us embodies a unique value and contributes a diverse perspective to the team. What We Offer: 401k (6% match) Flexible Schedules Tuition Reimbursement, Leadership Development Program, & Mentorship Program Employee Resource Groups (LatinX, Black Employee Network, LGBTQIA+, Women's Network, Women In Tech) And More… *Benefits vary based on position, tenure, location, and employee election Physical Requirements: This position requires you to sit, stand and perform general office functions. You may also be required to lift up to 25 pounds occasionally. Bending, stooping and reaching are also frequently required. Equal Employment Opportunity: It is our policy to provide equal employment opportunity for all applicants and associates. This policy includes our commitment to ensure that all employment decisions are made without regard to race, color, religion, gender, national origin, disability, pregnancy, veteran status (including Vietnam era veterans), age, sexual orientation, gender identity, or any other non-job-related characteristic protected by law. Back to Bed Bath & Beyond Careers
    $106.6k-133.3k yearly Auto-Apply 28d ago
  • Stock Plan Data Migration Specialist, AVP

    Morgan Stanley 4.6company rating

    Sandy, UT job

    We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company; they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness, Non-Qualified Deferred Compensation and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. What you'll be part of - our Morgan Stanley at Work culture: At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. Within Morgan Stanley at Work Shareworks, Equity Edge Online (EEO), and Global Intelligence are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management. Data Architect Migration Specialist role: The Data Architect Migration Specialist will play a pivotal role in the Global Onboarding Core Platform Transformation organization. The role is responsible for managing end-to-end projects for corporate clients and internal partners, focusing on operational support across equity administration platforms (EEO and Shareworks). Reporting to a Data Solutions Manager, the Data Architect Migration Specialist ensures efficient and accurate execution of various projects (dependent on team services): integration, data conversion, process management, administration, or execution of assigned clients' equity compensation programs. The role will require rapid understanding of each client's equity compensation plans to provide best-in-class services while on assignment. The ideal candidate is technically proficient and possesses strong project management, advanced data analytical and communication skills. They excel in building relationships with clients, colleagues, and stakeholders, driving successful project outcomes and contributing to process enhancement and product development. With a focus on adaptability and continuous improvement, the Migration Specialist thrives in a fast-paced environment and takes ownership of their responsibilities to ensure client success and satisfaction. Stock Plan Data Migration Specialist Responsibilities The successful candidate should have a combination of strategic and tactical problem-solving skills, be a self-starter and have strong technical experience with a proven track record of achieving success in a fast-paced, results-driven organization. * Assist in the execution of data conversion projects both in the public and private sectors to convert from a competitor's platform into Morgan Stanley's equity administration platforms * Lead assigned projects, ensuring timely completion of project deliverables * Build and maintain strong client relationships through positive interactions during project engagements * Collaborate closely with various stakeholders, including Sales and Marketing, Relationship Management, Client Services, Operations, Product, and Technology, to ensure client satisfaction on all projects * Partner with internal project leads and product managers to develop solutions that improve efficiency, reduce time spent on repetitive tasks, and address complex client issues * Perform data analysis and complex reconciliations of data throughout the project lifecycle Qualifications * Bachelor's degree required in business/finance or technology, computer science or related computer science experience is preferred * 3+ years of experience in data management within business consulting or equity compensation administration * Strong preference for expertise and hands-on experience with advanced ETL technologies, Robotics Process Automation, UiPath, Generative AI, Python, Dataiku or other database management software * Ability to proactively identify potential risks and issues, and develop effective solutions * Strong teamwork skills with the ability to problem-solve, learn quickly, share knowledge, multitask and adapt to constantly changing priorities * Working knowledge of equity-related accounting, tax, and legal concepts, both in the US and globally, is strongly preferred * Proven success in developing innovative solutions to complex client needs * Level 1 CEP certification is preferred but not required Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $74k-92k yearly est. Auto-Apply 60d+ ago
  • Contractor And Industrial Representative -Major Projects - West Region

    3M 4.6company rating

    Salt Lake City, UT job

    **Contractor And Industrial Representative -Major Projects -West Region** **Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. **This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.** **The Impact You'll Make in this Role** As a C&I Major Projects Professional, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: + The MPR is the project manager for their assigned regions. + Working with SalesForce their job is to provide a boundaryless project management approach. Working with SalesForce and the local C&I reps they will assist and track the dollar impact that their activities have on projects where their work impacts sales results. + The MPR must be proficient in the use of Salesforce tool. + The MPR has a role in both the specification of and the direct "hands on" project work at the job site. + The MPR also has a leadership role with key owner, specifier and end user accounts (engineering or contractors) based in their assigned regions. + The MPR directly assists the Regional Sales Manager in their role as the regional manager of projects. + The C&I sales reps are assigned their top twenty-five projects with the assistance of the Major Projects Reps and their Regional Managers. Regional project goals are shared by the Regional Sales Managers and the MPR's + The MPR also works with the C&I rep to coordinate distribution strategies and increase total line sales and advising on pricing strategies. + The MPR is a key proponent of the use of our Construction Services team which entail larger and more profitable sales for the division and the local C&I Rep. **Company Vehicle** This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position **Your Skills and Expertise** To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: + Bachelor's degree or higher (completed and verified prior to start) from an accredited university. + Five (5) years of experience in the electrical industry calling on contractors, distributors, engineers, and large-scale projects in a private, public, government or military environment + Five (5) years of technical experience with medium voltage cable accessories + Current, valid Driver's License. Additional qualifications that could help you succeed even further in this role include: + Master's degree in electrical engineering discipline from an accredited institution + Experience managing multiple projects simultaneously + Experience managing and leading highly technical training sessions **Work location: Remote, field based (** West Region - WA, CO, MT, NV, UT, WY, CA, OR **)** **Travel: May include up to** **50% domestic** **Relocation Assistance: May be authorized** **Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).** **Supporting Your Well-being** 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. **Chat with Max** For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $141,150 - $172,517, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: **************************************************************** Good Faith Posting Date Range 11/10/2025 To 12/10/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. **Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.** **3M Global Terms of Use and Privacy Statement** Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms. At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews. 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
    $33k-49k yearly est. 25d ago
  • Mortgage Loan Funder

    Village Capital & Investment 3.7company rating

    Draper, UT job

    Job Title: Mortgage Loan Funder Job Type: Full Time Company: Village Capital & Investment LLC Introduction: Village Capital is a well-established, nationwide mortgage lender and servicer headquartered in Henderson, Nevada. We are dedicated to delivering a fast, efficient, and high-quality mortgage experience for our customers and business partners. Specializing in FHA, VA, and USDA loan programs, we work closely with loan originators, brokers, and correspondents to offer competitive rates and flexible terms tailored to our clients' needs. Job description: Are you detail-oriented, dependable, and calm under pressure? Do you enjoy checking every box and making sure things get done the right way? We're looking for Mortgage Funders who are organized, responsive, and committed to getting loans across the finish line. As a Mortgage Funder, you'll be a critical part of the process, reviewing final closing packages, coordinating disbursements, and making sure all funding conditions are met. You'll work closely with closers, warehouse banks, and title companies to ensure each file is clean, compliant, and ready to go. If you love structure, deadlines, and making things happen, this is the role for you. Key Responsibilities Review closing packages and verify conditions Coordinate wire releases with warehouse banks Communicate with Title, Closing, and Warehouse teams Maintain accuracy in the LOS and stay on top of deadlines What You'll Bring 1 years mortgage funding experience preferred Familiarity with Encompass and TRID Strong attention to detail Clear, professional communication style Benefits: 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance In Summary: If you are looking for an opportunity to contribute to a growing organization that values your skills and expertise, we want to hear from you. At Village Capital & Investment LLC, we believe in fostering a supportive and inclusive work environment that encourages professional growth. Apply today to take the next step in your career with us!
    $35k-59k yearly est. 47d ago
  • City Manager

    International City Management 4.9company rating

    Park City, UT job

    Incorporated in 1884, Park City, Utah (pop. 8,400, elev. 6,898 ft., 20 sq. mi.), proudly celebrates its roots as a booming silver mining town turned world-class mountain resort community. Today, the city's reputation rests on its two major ski destinations - Park City Mountain and Deer Valley Resort. At peak times, Park City's daytime population swells to nearly 40,000. The world came here for the 2002 Winter Olympics, and the Games return in 2034. The FY 2025-26 budget (July 1 - June 30) totals $97.9 million (General Fund $54.4 million; reserves $15.56 million) and supports 364 FTEs - roughly 650 employees including part-time and seasonal staff. This opportunity is available with the departure of City Manager Matthew Dias, who served the city capably for over 12 years, first as deputy city manager, then for six years as city manager. The next city manager will inherit a talented, dedicated leadership team of various levels of experience. The city manager position in Park City is a challenging, uniquely demanding job. The community is extremely engaged; residents' expectations are high; and the issues are numerous, nuanced, and complex. It's hard to find a brighter or more intense spotlight than the one shining on Park City. A four-year degree in a relevant field of study, preferably in public administration, business administration, or a related field, and seven to ten years of progressively responsible experience in local government, including at least five as a municipal or county manager, deputy, assistant, or major department head, or any equivalent combination of education and experience are all required. Experience must include managing operations and people, and in some of the following areas: finance and budget, strategic planning, transportation, media relations, and project management. A master's in public administration or a related field, and experience serving mountain, resort, or other communities with tourism-based economies are preferred. Also preferred are International City/County Management Association (ICMA) membership and experience or expertise in legislative activities, lobbying, and negotiation. The annual salary range for this position is $210,000 to $270,000 DOQE. In addition, the following benefits are provided: comprehensive health benefits, including employer fully paid medical and dental insurances; retirement benefits through Utah Retirement Systems (URS pension), and defined contribution plans with a 457 match; and generous paid time off plus 13 paid holidays. Additional benefits include $10,000 in annual tuition reimbursement, stipends for bilingual ability and childcare support, and outdoor lifestyle perks to include ski and mountain bike passes at Deer Valley Resort, cross-country ski passes, a family membership to the MARC (Park City Municipal Athletic & Recreation Center), and discounts at the Park City Golf Club, and the Park City Ice Arena. The preferred candidate will be eligible to receive support through a housing stipend, or access to subsidized city housing, for up to two years. Relocation assistance subject to negotiation.
    $77k-102k yearly est. 3d ago
  • Appraisal Review Manager - Residential - UT, CO, TX, AZ, NV

    California Bank & Trust 4.4company rating

    Midvale, UT job

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. The Appraisal Review Manager selected for this opportunity will be working within Real Estate Technical Services to support daily operations across multiple teams. This dynamic position will require the successful candidate to be comfortable with change, development of new skills, and consistently being self-driven to balance multiple responsibilities simultaneously within prescribed deadlines. This role will report to the new Enterprise Technology Center in Midvale, UT. Responsibilities: * The Appraisal Review Manager is responsible for the residential appraisal review area and serves as liaison, efficiency expert and problem-solver between loan production and the residential Appraisal Review Department. * Participates in the automation of the appraisal procurement, review, scoring and system monitoring process to ensure industry "best practices" and provide a competitive advantage. * Manages the daily operations, focusing on increasing reliability, accuracy and efficiencies relating to procurement and review of residential real estate appraisals for consumer and mortgage lending, across all regions. * May be required to perform appraisal reviews. * Develops, administers, and manages the training of the appraisal review specialists, for both direct reports and applicable bank staff. * Manages the consumer and mortgage lending "appraisal dispute" function for consumer and mortgage lending customers. * Resolves appraisal disputes and appraiser or client complaints, as necessary. * Performs project management leadership functions as a project manager or team member, as needed. * May be responsible to drive process improvement initiatives, including gathering and documenting business requirements. * Strong project management experience and data analytics proficiency preferred. * Possesses proficiency in MS Office, as well as experience in Power BI, Power Apps, Power Automate, and TEAMS. Proficiency in SQL and Python, preferred. * Assists in all phases of third-party supplier risk management life cycle for valuation services vendors. * Keeps abreast of industry knowledge and regulations pertaining to appraisal methodology and secondary mortgage market policies and procedures to ensure both regulatory and investor compliance. * Provides oversight to executive management by developing and providing various departmental reports, as necessary, to department management. * Facilitates the efficient integration of all applicable operating systems. * Responsible to ensure compliance with bank policies, federal regulations and USPAP standards. * Ensures that appraisals are consistent with regulations. * Responsible for interpreting and implementing current regulations. * May also order appraisals to control costs, ensure independence between loan and appraisal departments and give proper instructions for the appraisers. * Responsible for hiring, transfers, terminations, and performance evaluations. * Other duties as assigned. Qualifications: * Requires a bachelor's degree in business, finance, or related fields, * 6+ years of directly related appraisal, credit, or financial analysis or equivalent. * Management experience required. Management experience at a federally regulated institution preferred. * Certified Residential Appraiser license required at a minimum. * Professional appraisal association designation preferred. * Requires advanced knowledge of appraisals, appraisal practices, principles, applications, and methods. * Advanced knowledge of audit procedures, legal and regulatory requirements. * Must possess applicable appraisal licensing, valuation experience and requisite mortgage and consumer lending knowledge to facilitate the efficient integration of all applicable operating systems. * Must have strong management, client relations and communication skills, both written and verbal. * Must possess advanced analysis and problem-solving skills. * Ability to work with internal and external clients. * This position is eligible to earn a base salary in the range of $115,000 to $145,000 annually depending on job-related factors such as level of experience and location * Work Location: This position can be located at one of our headquarters in the following locations: * Phoenix, AZ * Denver, CO * Las Vegas, NV * Houston, TX * Midvale, UT Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions. * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products
    $115k-145k yearly 26d ago
  • Senior Coordinator - Change Implementation, Activation IC

    Wells Fargo 4.6company rating

    Salt Lake City, UT job

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo's Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world. **About this role:** Wells Fargo is seeking a Change Implementation Coordinator - Activation IC to join the Global Payments & Liquidity (GPL) line of business. **In this role, you will:** + Support change implementation by identifying ways to improve workflow and offer recommendations and support for the team + Ensure customer implementation data is accurately captured and recorded, and systems are correctly installed + Perform complex administrative, and operational support tasks + Provide maintenance support for project teams and assist in determining implementation strategy + Receive direction from manager and escalate non-routine questions + Interact with peers, management, and technology on implementation of strategy, methods, and plans for initiatives that impact workflow **Required Qualifications:** + 4+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 1+ years of Treasury Management experience in Service and/or Implementation + Ability to handle a fast-paced, ever-changing environment + Strong verbal and written communication skills + Excellent attention to detail + Demonstrate effective time management and organizational skills + Effectively support heavy workloads **Job Expectations:** + This position is not eligible for Visa sponsorship + This position is a hybrid work model. Must be willing to work out of the Chandler, AZ, Salt Lake City, UT, Minneapolis, MN, Irving, TX, Charlotte, NC, or El Monte, CA office approximately 3 days a week + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process **Hourly Pay Range:** + Chandler, AZ: $25.48 - $37.98 + Salt Lake City, UT: $25.48 - $37.98 + Irving, TX: $25.48 - $37.98 + Charlotte, NC: $25.48 - $37.98 + Minneapolis, MN: $27.88 - $41.83 + El Monte, CA: $30.77 - $45.67 + This position is not eligible for Visa sponsorship + This position is a hybrid work model. Must be willing to work out of Strategic Sites + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $25.48 - $45.67 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 11 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-507624
    $39k-53k yearly est. 3d ago
  • Portfolio Collections Specialist

    Medallion Bank 3.9company rating

    Salt Lake City, UT job

    Job DescriptionSalary: Competitive and DOE Who we are: At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States.Medallion Bank is a small company with a big impact. We recognize our employees as our greatest asset and have a culture to prove it! How You Will Support The Team: We are seeking a highly motivated and results-driven Collections Specialist to join our team. This role is responsible for managing a portfolio of delinquent subprime consumer loans, with the primary objective of minimizing losses through effective collections strategies. The ideal candidate will possess strong negotiation skills, a customer-focused approach, and the ability to work in a fast-paced environment while adhering to company policies and regulatory guidelines. What We Are Looking For: Loan Recovery & Delinquency Management: Proactively contact delinquent customers via phone, email, and written correspondence to secure payments and bring accounts current. Establish contact with borrowers and set up repayment terms that are manageable for the customer and acceptable to the bank. Negotiation & Payment Arrangements: Work with customers to understand their financial situations and negotiate appropriate payment arrangements while maintaining compliance with company policies and regulations. Engage in skip tracing efforts to locate borrowers as well as collateral, to enable productive collection efforts. Skip Tracing & Investigations: Utilize various tools and techniques to locate borrowers and encourage repayment of past-due accounts. Documentation & Recordkeeping: Accurately document all collection efforts, customer interactions, and payment commitments in the loan servicing system. Customer Service & Retention: Provide professional and empathetic customer service while balancing the need for collections and recovery. Build relationships with borrowers and promote a successful loan experience despite difficult circumstances. Collaboration: Work closely with internal departments, including underwriting, customer service, and legal teams, to develop and execute effective recovery strategies. Determine appropriate next steps which may include the assignment of repossession, litigation, or involvement with other third-party vendors. Properly and accurately document account activities. Make recommendations to management regarding accounts needing additional attention. Contribute to a positive and mutually beneficial cohesion with team members. Assist in other areas of the department as required by business needs. Compliance & Regulatory Adherence: Ensure all collection activities comply with federal, state, and local regulations, including the Fair Debt Collection Practices Act (FDCPA) and company policies You would be a GREAT fit with these skills: Responsible, honest, and strong work ethic. Behave in a professional manner, maintaining appropriate relationships with coworkers and colleagues. Ability to handle difficult conversations professionally Detail-oriented with strong organizational skills Professionally answer incoming calls and assist the caller effectively. Ability to nurture and manage business relationships with third party loan servicer and other vendors. Excellent verbal and written communication skills Proficiency in Microsoft Office Suite Ability to successfully work in a team environment. Bilingual (Spanish) is a plus Preferred Level of Experience: Education: High school diploma or equivalent required Experience: Minimum of 1-2 years of experience in collections, subprime lending, or consumer finance; experience with delinquent loan recovery preferred. Whats in it for YOU? Environment: Office-based, with the ability to work from home 2 days a week after introductory period Shift: Full time, 35-40 hours per week May require evening and weekend availability based on business needs Comprehensive benefits including medical, dental, vision, disability, and life insurance 401K with a company match PTO including 11 federal paid holidays off, vacation time and sick time Financial Wellness Program Volunteer Opportunities Awesome company culture and co-workers who love to work here 30% of our employees have worked at Medallion Bank for 10 years. Work Life Balance We dont use that term lightly! Company Wide Open Door Policy Please note that if selected, you are required to pass a pre-employment background check and maintain a clear background.
    $30k-37k yearly est. 16d ago
  • Marketing Events Manager

    Galileo Financial Technologies 4.3company rating

    Remote or Sandy, UT job

    Employee Applicant Privacy Notice Who we are: Welcoming, collaborative and having the opportunity to make an impact - is how our employees describe working here. Galileo is a financial technology company that provides innovative and revolutionary software products and services that power some of the world's largest Fintechs. We are the only payments innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals. Galileo leads its industry with superior fraud detection, security, decision-making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. We hire energetic and creative employees while providing them the opportunity to excel in their careers and make a difference for our clients. Learn more about us and why we work here at ********************************************** Marketing Events Manager We're looking for a hands-on, results-driven Marketing Events Manager to join our Revenue Marketing team. This is a hybrid position, requiring 1-2 days in office each week. Our office is located in Sandy, Utah. This role combines event strategy and execution with demand generation and marketing operations, driving seamless cross-channel experiences that move prospects through the funnel and fuel revenue growth. You'll lead the planning and execution of high-impact events - from major trade shows to targeted field activations - while also managing the operational components that connect those events to broader marketing programs, campaign performance, and sales outcomes. Key Responsibilities Event Strategy & Execution * Plan, manage, and execute trade shows, conferences, webinars, sales kickoffs, and field marketing events across North America. * Partner with the LATAM Marketing Manager to support select regional events. * Travel 1-2x per quarter for on-site event execution and support. * Lead end-to-end logistics including registrations, booth design, collateral, swag, shipping and vendor management. * Collaborate with SDRs and Sales on pre-event outreach to drive booth traffic, meetings, and pipeline opportunities. * Coordinate sponsorships and thought leadership placements to maximize brand visibility. * Provide on-site coordination for staff, schedules, and attendee engagement, ensuring flawless execution. * Manage post-event wrap-up including lead uploads, CRM hygiene, follow-up coordination, and performance reporting. Marketing Operations & Enablement * Manage event-related processes and data within Salesforce, Marketo, and related tools to ensure accurate lead tracking, attribution, and ROI analysis. * Partner with Marketing Operations to refine campaign setup, tracking, and reporting processes tied to events and other demand gen initiatives. * Develop and maintain event dashboards, scorecards, and templates that streamline execution and measurement. * Ensure operational alignment between event campaigns, email nurtures, paid programs, and SDR workflows. Demand Generation Alignment * Work closely with the Demand Gen Sr. Manager to integrate event programs into broader campaigns, ABM motions, and nurture tracks. * Identify cross-channel opportunities to extend event impact through pre-event promotion and post-event content syndication. * Maintain a lead-gen mindset, continually optimizing for quality pipeline creation and measurable ROI. * Report on event performance, leads, and contribution to pipeline and revenue targets. Cross-Functional Collaboration * Collaborate with Sales, Product Marketing, Creative, and external agencies to align messaging and execution. * Leverage internal and outsourced resources (designers, copywriters, logistics vendors, webinar producers, PR/comms partners) to execute with excellence. * Support broader integrated marketing initiatives, including campaign launches, webinars, and lifecycle marketing moments as needed. Ideal Profile * 5-7+ years of experience in B2B marketing, with a focus on event strategy, demand generation, or marketing operations. * Strong project management skills with the ability to manage multiple priorities and stakeholders. * Hands-on experience with Salesforce, Marketo (or similar marketing automation tools), and event platforms. * Data-driven mindset - comfortable using metrics to measure impact, optimize programs, and report results. * Experience in fintech or enterprise technology preferred. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. This role may also be eligible for a bonus and/or long term incentives. Your recruiter will provide more information to you. All roles are eligible for competitive benefits. More information about our employee benefits can be found in the link below. Benefits To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi & Galileo page! US-Based Base Compensation $89,600-$168,000 USD Galileo Financial Technologies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights Galileo is committed to an inclusive culture. As part of this commitment, Galileo offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
    $89.6k-168k yearly Auto-Apply 5d ago
  • Loan Acquisition Specialist

    Onemain Financial 3.9company rating

    Riverdale, UT job

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $38k-54k yearly est. Auto-Apply 3d ago
  • Banker Associate, Emerging Middle Market - Associate

    Jpmorgan Chase 4.8company rating

    Salt Lake City, UT job

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. **Job Responsibilities** + Champion a culture of innovation and a customer centric mindset + Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships + Find ways to drive new client acquisition in partnership with the bankers + Embrace a culture of respect, diversity and inclusion **Required Qualifications, Capabilities and Skills** + 3+ years in a similar banking, venture, credit or treasury role + Outstanding professional reputation and integrity + Strong leadership skills required + Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment + Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly + Extensive knowledge of products and services **Preferred Qualifications, Capabilities and Skills** + Bachelor's degree preferred + Superior knowledge of the market dynamics and its business environment preferred + Excellent problem solving, oral, and written communication skills JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $21k-36k yearly est. 60d+ ago

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