Topel Forman is seeking a tech savvy Staff Accountant within our Family Office Services team in our Chicago office. You will have the opportunity to work closely with family office clients, which include closely held companies and high-net-worth individuals. As the Staff Accountant, you will work closely with our audit and tax teams, and perform monthly, quarterly, or year-end accounting-related tasks as well as gather client information necessary for participating in tax planning and recognizing and communicating potential risks. If you are looking to be part of expanding practice and help build a team, processes, and procedures then this is the opportunity for you. It's an opportunity to take your accounting skillsets to the next level, while we continue to grow our new division.
Responsibilities
Record financial transactions, balancing and reconciling a variety of accounts
Maintain and review general ledger accounts and consolidations
Prepare financial statements for multiple entities, including operating businesses, trusts and estates, partnerships, private foundations, and individuals
Foster and maintain strong relationships with each client and client's outside advisors, and address any questions or issues that arise
Assume ownership and responsibility for effectively researching, tracking, and resolving accounting or documentation problems and discrepancies
Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology
Timely and accurate processing of month-end and year-end closing and reporting
Other responsibilities as required
Requirements
Bachelor's degree in accounting or finance
Minimum of 1 to 3 years of relevant professional experience
Understanding of U.S. GAAP, budgeting, financial analysis, and accounting functions generally performed by an ultra-high net worth family
Comprehends common financial statements and understands complex broker/private equity statements
Proficient MS Office with advanced Microsoft Excel skills
Proven history of providing premier service to clients with a can-do attitude
Strong analytical and problem-solving skills with a commitment to the highest level of quality and output
Good time management skills: ability to juggle and meet multiple critical deadlines and adapt to changing circumstances
Ability to quickly learn new skills and tools
Ability to identify and discuss issues and present workable solutions in a simple, meaningful, and focused manner with all levels of the team and clients
Preferred Requirements
CPA
Prior public accounting experience preferred
QuickBooks experience
Client service accounting
Asset Vantage Accounting System
About Us
Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ********************
Benefits
Competitive salary with the range of $75,000 to $85,000, with annual merit increases
Annual discretionary bonus eligibility
35-hour workweek during non-busy season
To learn more about our firm and benefit offerings, please visit our careers page.
Hybrid Work Internet Policy
Internet requirements for working hybrid: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
$75k-85k yearly Auto-Apply 60d+ ago
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Summer 2026 Investment Project Tax Intern
Topel Forman 3.7
Topel Forman job in Chicago, IL
As an award-winning firm, Topel Forman has been serving a range of individuals and professionals, to family-owned businesses and corporations for over sixty years, providing accounting, tax, audit, family office, and advisory services. Here you will find the highest level of talent and expertise, along with leadership that cares. Our inclusive culture provides accessibility to professional growth and collaboration that offers a dynamic and engaging work experience. We are dedicated to offering world-class service to our clients and a top-level professional experience to our employees. We offer a robust benefits package, including well-rounded fringe benefits, and a flexible work environment. A multi-year winner of Top Workplaces, we live by our values of flexibility, integrity, respect, and excellence.
The Investment Project Tax Interns will assist with our ongoing investment partnership project by performing analytical and compliance-related tasks. Interns will also gain exposure to partnership tax forms, documentation procedures, and leading tax preparation software as well as Microsoft Excel, Teams, and Adobe PDF tools.
Why Work at TF?
You're not just another face in the crowd.
On day one you will be paired with an experienced Investment Partnership manager who will serve as a mentor and will provide support and guidance throughout your entire internship. Our leadership want to ensure that you experience growth during your time here. You will have the opportunity to interact with managers, senior managers and partners, and they will treat you like a full-time professional working at the firm.
Time Commitment
Our Investment Project Tax Intern Program is a full-time internship paid at a rate of $28 per hour. You will be expected to work 35 hours per week for 12 weeks and there may be opportunities for overtime. Your availability will be discussed during the interview process. Our summer internship will begin in mid-May and conclude in mid-August. We recommend no more than one or two evening classes during your internship to ensure both your success in the internship and your schoolwork does not suffer.
Essential Functions
General
Reviewing tax source documents including Schedule K-1s from underlying investments
Analysis on tax return source documents such as hedge fund K1, state K1, interpreting footnotes, and identifying foreign reporting
Recording data from source documents into workpapers files to be used for preparing the tax returns related to the investment partnership project
Utilizing advanced AI-driven software to streamline and enhance data entry processes
Build a working knowledge of tax forms and processes
Demonstrating flexibility in prioritizing and completing tasks
Proactively seeking guidance, clarification and feedback
Learning about the Firm - get to know partners/managers, services provided, specialties of individuals, key clients and industries served
Building communication skills: practice business writing (clear workpapers and emails), working with other professionals, and feeling comfortable in business situations.
Required Education and Experience
Must be an Accounting major expected to graduate in 2027 or 2028.
Energetic and team-oriented
Must have the ability to multi-task and communicate effectively
Knowledge of Microsoft Office applications, specifically Excel
$28 hourly Auto-Apply 16d ago
VP, Model Validation and Validation COE
Synchrony Financial 4.4
Chicago, IL job
Job ID: 2503884 Job Description: Role Summary/Purpose: The VP, Fraud/GEN AI Validation COE is responsible for performing model validation for all the fraud models, and ensure they are meeting the related MRM policies, standards, procedures as well as regulations (SR 11-7).
In addition, this role will establish and maintain a validation center of excellence to support the model governance team in designing the quality assurance process and leading the execution across all validations, act as an incubation center to test and run innovation, provide standardized training and staff development, and support the improvement of the model risk professional practice to improve the model stakeholder experience.
This role requires high level of expertise with minimal technical supervision to serve as project lead as well as being accountable for validation results.
The COE will closely partner with the model governance lead as well as other validation leads to drive tangible improvements to the model risk practice.
Our Way of Working We're proud to offer you choice and flexibility.
At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices.
Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities: Candidate will be responsible for work related to model validation and validation COE, both of which are outlined below: Model Validation COE - The candidate is expected to draw experience from validation to establish a validation center of excellence and support the model governance lead to drive best practice, specifically the objectives of the COE are: GEN AI Model Risk Management: Lead the creation and implementation of a comprehensive, end-to-end governance framework for Generative AI models, establishing clear standards, procedures, documentation templates, and process to effectively manage model risks such as hallucination, accuracy, and bias.
This framework will enable the organization to consistently monitor and control these critical aspects throughout the model lifecycle, ensuring reliable and trustworthy AI outputs with disciplined and transparent oversight.
Quality assurance and Capacity Planning: Establish and maintain a quality assurance process to thoroughly review and assess validation practices.
Proactively challenge the status quo to identify gaps or improvement opportunities in validation efforts.
Provide guidance on best practices, support capacity planning, and collaborate with the Model Governance team to recommend and implement enhancements that strengthen the overall validation framework.
Strategy & Innovation: Serve as an incubation center to explore, test, and implement innovative approaches-leveraging Generative AI capabilities-to accelerate and improve the speed, efficiency, and quality of model validation processes.
Professional Practice: Support the Model Governance team to improve 1LOD model owner experience and bring value focused validation practice.
Model Validation: Accountable for all fraud model risk management and drive the timeline and completion of the projects with minimal guidance.
Supervisory role working with junior reviewers in validation projects.
Handle escalation of issues and dispute with model owner level independently.
See through the issues remediation, root cause analysis, and potential risk acceptance.
Support regulatory examinations and internal audits of the modeling process and selected models samples.
Perform other duties and/or special projects as assigned.
Qualifications/Requirements: 5+ years of experience in acquisition/transaction fraud model development or model validation in financial services, with experience in CI/CD frameworks preferred.
Experience in generative AI model validation, framework development, or complex use case development.
Proven experience automating validation processes and reducing cycle times using AutoML, generative AI, and related tools, including the ability to design and build necessary supporting infrastructure Master's degree in Statistics, Mathematics, Data Science, or a related quantitative field; or 9+ years of equivalent experience in model development/validation within financial services, banking, or retail.
4+ years hands-on experience with data science and statistical tools such as Python, SPARK, Data Lake, AWS SageMaker, H2O, and SAS.
4+ years of machine learning experience, including handling large datasets and trend analysis.
4+ years applying US regulatory requirements for Model Risk Management.
Ability and flexibility to travel for business as required Desired Characteristics: Strong knowledge of Model Risk Management regulatory requirements with a proven track record of compliance delivery.
Experience in people and project management, including developing actionable plans, executing effectively, and meeting deadline-driven objectives.
Familiarity with credit card and consumer finance products and business models.
Knowledge of Credit Card/Consumer Finance products and business model.
Excellent written and oral communication and presentation skills.
Grade/Level: 12 The salary range for this position is 135,000.
00 - 230,000.
00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements: You must be 18 years or older You must have a high school diploma or equivalent You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles.
Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles.
Employees, level 8 or greater, must have at least 18 months' time in position before they can post.
All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.
S.
is required.
We will not sponsor individuals for employment visas, now or in the future, for this job opening.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment: When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued.
Together, we're building a future where we can all belong, connect, and turn ideals into action.
More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony.
We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.
We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice: Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities.
Please tell us if you require a reasonable accommodation to apply for a job or to perform your job.
Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation.
We can be reached at **************.
Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time Job Family Group: Credit
$135k-191k yearly est. 4d ago
Travel RN Certified Diabetes Educator - $2,488 per week
GLC On-The-Go 4.4
Rockford, IL job
GLC On-The-Go is seeking a travel nurse RN Diabetic Educator for a travel nursing job in Rockford, Illinois.
Job Description & Requirements
Specialty: Diabetic Educator
Discipline: RN
40 hours per week
Shift: 8 hours
Employment Type: Travel
GLC is hiring: RN Clinic - Rockford, IL - 13-week contract
GLC - Named Best Nurse Agency 2024-2025
We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals.
About this Assignment
Join the care team in Clinic where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter.
Assignment Details
Location: Rockford, IL
Assignment Length: 13 weeks
Start Date: 01/08/2026
End Date: 04/09/2026
Pay Range: $2,239 - $2,488
Minimum Requirements
Active license in Clinic
1 year full-time RN, Clinic experience within the last 2 years
What you can expect from GLC
Weekly on-time pay with direct deposit
Transparent communication, clear assignment details, and recruiter support from start to finish - or extension
Referral bonus up to $500
Health, dental, and vision insurance
401(k) plan
Completion and signing bonuses may also be available
Ready to move forward?
Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract.
GLC On-The-Go Job ID #486759. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: ROCKFORD, IL - Mercyhealth Javon Bea Hospital, Registered Nurse Diabetes Educator, Days, 40 hours...
About GLC On-The-Go
GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle.
We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S.
Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard.
We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support.
Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality.
With us, it's not just a placement - it's your dream career made possible
$2.2k-2.5k monthly 3d ago
VP, Recovery Legal Strategy
Synchrony Financial 4.4
Chicago, IL job
Job ID: 2502813 Job Description: Role Summary/Purpose: The VP, Recovery Legal Strategy will lead end-to-end strategy development and analytics for Synchrony's Legal Recovery business, with responsibility for $100-150MM annual recovery income / net loss impact and $30-35MM expense budget.
This role is accountable for delivering superior business performance through innovation and advanced analytics across the entire Legal Recovery process lifecycle.
The VP develops, executes, and continuously optimizes strategies to maximize net loss reduction within budget and to ensure regulatory and compliance excellence.
Collaborating closely with Recovery Operations, Legal, Compliance, Fair Lending Technology, Finance, and Business Intelligence / Reporting, this leader drives top-tier results through rigorous analytics and continuous business transformation.
The person in this role will also be backup for the VP, Recovery Debt Sales Strategy role.
Our Way of Working We're proud to offer you choice and flexibility.
At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices.
Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities: Own the development, testing, execution, and ongoing optimization of legal recovery strategies for all Synchrony businesses / platforms, clients and products, including segmentation, legal vs.
non-legal channel optimization, legal channel management, and post-judgment recovery including dormant (non-performing) judgment strategies.
Lead advanced analytics and predictive modeling initiatives (e.
g.
, CHAID/CART, champion-challenger testing) to enhance legal recovery effectiveness, profitability, and efficiency.
Lead rigorous business case development, risk assessment, implementation, and validation of all new or modified strategies, ensuring swift and successful rollouts.
Develop a transformational legal recovery strategy vision and multi-year roadmap.
Lead discussions with executives to ensure they understand and support the future state vision and roadmap.
Conduct benchmarking and industry research to identify legal strategy and operational best practices.
Actively manage a portfolio of legal recovery strategies, including tracking performance and providing regular updates to senior management and to other stakeholders.
Drive cross-functional partnerships with Recovery Operations, Legal, Compliance, Fair Lending, Business Intelligence / Reporting, Model Development, external law firms, and other stakeholders to ensure aligned, effective, and compliant execution.
Monitor legal recovery performance, capitalize on opportunities to improve liquidation rates, operational efficiencies, accuracy, and cost management.
Ensure strict compliance with all applicable laws, regulations, regulatory guidelines and company policies; proactively prevent, detect, and remediate any Legal Recovery strategy issues.
Develop, implement, and maintain robust documentation, controls, and governance for all legal recovery strategies / non-model tools (NMTs); lead legal strategy support for second line reviews, internal audits and regulatory exams.
Perform other duties and/or special projects as assigned.
Qualifications/Requirements: Bachelor's degree in a quantitative major (e.
g.
, STEM, economics, business); in lieu of a degree 11+ years of strategy, analytics, collections/recovery, risk, or legal/recovery management experience.
8+ years of strategy, analytics, collections/recovery, risk, or legal/recovery management experience.
5+ years of experience with data analytics and segmentation platforms (e.
g.
, SAS, SQL, Python/R, CHAID / CART decision tree software).
Desired Characteristics: 3+ years of experience leading legal recovery strategy, attorney management, or litigation recoveries in the financial industry (preferably for a credit card issuer).
Expertise in legal/regulatory frameworks impacting recoveries (FDCPA, Fair Lending, UDAAP, etc.
).
Demonstrated success developing and executing strategy, testing protocols, and delivering measurable results in a regulated financial services environment.
Experience managing processes, risks and controls.
Exceptional communication, cross-functional leadership, and executive influencing skills.
Outstanding project management, organizational, and change leadership abilities.
Advanced degree (Master's or JD) preferred.
Grade/Level: 12 The salary range for this position is 135,000.
00 - 230,000.
00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements: You must be 18 years or older You must have a high school diploma or equivalent You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles.
Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles.
Employees, level 8 or greater, must have at least 18 months' time in position before they can post.
All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.
S.
is required.
We will not sponsor individuals for employment visas, now or in the future, for this job opening.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment: When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued.
Together, we're building a future where we can all belong, connect, and turn ideals into action.
More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony.
We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.
We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice: Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities.
Please tell us if you require a reasonable accommodation to apply for a job or to perform your job.
Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation.
We can be reached at **************.
Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time Job Family Group: Credit
$130k-174k yearly est. 4d ago
Vice President, Associate General Counsel
Fidelity Investments 4.6
Chicago, IL job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Legal
$140k-285k yearly 5d ago
Analyst Operations - Equipment Leasing - Rosemont, IL
Wintrust Financial 4.9
Rosemont, IL job
Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.
Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions. This position will have active involvement in the growth of equipment leasing and loan arm of the bank, for both direct and indirect originations. WAF provides sophisticated finance and lease products (including equipment leases and equipment loans) to commercial enterprises throughout the United States in a wide range of industries. Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance direct originations provides equipment financing solutions for companies in Illinois, Indiana, and Wisconsin with typical transaction sizes of $500,000 to $10 million, while the indirect originations targets upper middle market through investment grade companies ranging from $150,000 to $10 million on a per schedule basis, done either one off or under guidance lines.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Why join this team?
We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility
What You'll Do
Responsible for the review and understanding of lease and loan documentation as well as document packet preparation and to assist with negotiation and redlining of documents as needed
Assist with the day to day activities of the Operations Department including funding, preparation of booking packets for accurate booking into portfolio systems (FIS and InfoLease), lien perfection and servicing of equipment loans and leases for our direct and indirect originations portfolio.
Assist with customer invoicing, posting of customer payments, including ACH processing and delinquency monitoring.
Assist with processing modification requests and/or contract changes as well as review of such changes in our system of record (currently Infolease and FIS)
Responsible for ordering Uniform Commercial Code “UCC” searches, preparing UCC filings, and completing motor vehicle title paperwork as needed to ensure perfection of security interests on portfolio.
Assist with maintaining insurance coverage for portfolio and tracking renewals.
Assist with maintenance of loan and lease documentation and scanning of documents into records management systems.
Assist in distribution of data and reports provided to internal management as well as required data for internal and external auditors.
Ensure compliance with departmental policies and procedures.
Qualifications
5+ years knowledge and experience of loan and lease documentation and perfection, with respect to direct and indirect originations (5+ years)
Processing loan or leasing documentation experience required.
Prior bank, finance or leasing company experience in documentation, operations or credit administration preferred
Excellent customer service skills and the ability to interact with customers, lessor's, vendors, and all levels of management
Ability to handle multiple tasks and accept change willingly
Attention to detail with a strong work ethic and willing to take initiative.
Effective written and verbal communication and interpersonal skills needed to work with all levels of management and customers
Proficient with MS Excel as well as experience with other MS Office products.
Bachelor's degree or some college preferred
Experience with Salesforce and loan/lease origination platforms a plus
Knowledge of portfolio accounting systems such as InfoLease, FIS or ACBS a plus
Knowledge of loan and lease pricing software such as TValue and SuperTrump a plus
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience
#LI-HYBRID
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$50k-65k yearly Auto-Apply 1d ago
VP, Solution Architecture Manager - APIs
Synchrony Financial 4.4
Chicago, IL job
Job ID: 2504053 Job Description: Position Overview We are seeking a highly experienced Vice President, Solution Architecture Manager - APIs to lead as the Train Architect for the API Shared Services Agile Release Train (ART). In this critical leadership role, you will be responsible for delivering scalable, secure, and reusable API architectures for critical partner and internal API implementations.
You will own Synchrony's API Gateway (Apigee) and Developer Portal as the app owner, shaping and advancing our developer experience by driving API tooling strategies including Postman Enterprise and SmartBear's API Hub, among others.
As a visionary leader, you will evolve and champion Synchrony's API Center of Excellence (CoE) to engage and empower API teams across the enterprise.
You will manage a team of API Engagement Engineers and consultants to deliver high-quality, standards-based APIs that accelerate Synchrony's enterprise transformation and partner integration initiatives.
Our Way of Working We're proud to offer you choice and flexibility.
At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices.
Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Core Responsibilities Train Architect Leadership Lead the API Shared Services Agile Release Train (ART) as the Train Architect, ensuring architectural integrity, alignment, and delivery of API solutions that meet business and technical goals.
Collaborate closely with dependent teams and other ARTs to ensure API strategies and architectures support timely, predictable program deliveries.
API Architecture and Strategy Define and deliver scalable, secure, and high-performing API architectures for critical internal and external partner integrations.
Develop reusable API design patterns and best practices to standardize API development across the enterprise.
Oversee API lifecycle management, including design, development, deployment, versioning, monitoring, and retirement.
API Gateway & Developer Portal Ownership Serve as the application owner for Synchrony's API Gateway platform (Apigee) and the Developer Portal.
Drive platform enhancements, governance policies, access controls, and performance optimizations.
Continuously improve the developer experience through platform capabilities and innovation.
API Tooling and Developer Enablement Lead the strategic adoption and integration of API tooling such as Postman Enterprise, SmartBear's API Hub, and other API design/testing/monitoring platforms.
Collaborate with developer advocacy and engineering teams to ensure streamlined workflows and effective usage of API tools enterprise-wide.
API Center of Excellence (CoE) Evolution Build and grow a centralized API Center of Excellence that provides governance, standards, training, and advisory services to API teams.
Foster a community of practice to drive API maturity, innovation, and collaboration across Synchrony.
Team Management and Leadership Manage and mentor a team of API Engagement Engineers and consultants, setting clear objectives, providing development opportunities, and ensuring high-quality delivery.
Promote a culture of excellence, continuous improvement, and cross-team collaboration under Agile/SAFe methodologies.
Stakeholder Engagement Partner closely with business leaders, product managers, partner integration teams, security, compliance, and infrastructure teams to ensure APIs meet organizational standards and requirements.
Communicate architecture concepts and decisions clearly to technical and business audiences.
Governance and Security Define and enforce API governance, security policies, and compliance standards aligned with enterprise risk frameworks.
Collaborate with security and risk teams to proactively address potential vulnerabilities and ensure secure API ecosystems.
Qualifications Bachelor's degree in Computer Science, Information Technology, or related engineering field.
Master's degree in Business Administration/Management or similar advanced degree is highly preferred.
8+ years of experience in API/middleware architecture, design, and implementation.
Proven leadership experience managing technical teams, designing solutions and architecting as part of an Agile Release Train.
Hands-on experience with and operational ownership of the Apigee API Gateway platform.
Deep expertise with API design standards (REST, OpenAPI/Swagger, GraphQL), API security (OAuth, JWT), and integration patterns.
Strong knowledge of API developer tools including Postman Enterprise, SmartBear API Hub, or similar.
Experience in building and scaling an API Center of Excellence or similar enablement organizations.
Strong understanding of Agile methodologies & the SAFe framework.
Exceptional communication, influencing, and stakeholder management skills.
Ability to balance strategic vision with tactical execution in a fast-paced environment.
Experience in financial services or regulated industries is a must.
Ability and flexibility to travel for business as required Grade/Level: 13 The salary range for this position is 155,000.
00 - 260,000.
00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements: You must be 18 years or older You must have a high school diploma or equivalent You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles.
Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles.
Employees, level 8 or greater, must have at least 18 months' time in position before they can post.
All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.
S.
is required.
We will not sponsor individuals for employment visas, now or in the future, for this job opening.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment: When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued.
Together, we're building a future where we can all belong, connect, and turn ideals into action.
More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony.
We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.
We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice: Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities.
Please tell us if you require a reasonable accommodation to apply for a job or to perform your job.
Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation.
We can be reached at **************.
Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time Job Family Group: Information Technology
$123k-159k yearly est. 4d ago
Manager, Claims Operations - Auto Non Injury Core and Express
USAA 4.7
Colorado Springs, CO job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are hiring an Auto Non Injury Express and an Auto Non Injury Core - Manager, Claims Operations.
As a dedicated Manager, Claims Operations, you will lead and be accountable for auto, and other claims operations member service employees who are responsible for serving our members, and providing appropriate solutions as they investigate, evaluate and negotiate the claim. Develop engaged employees through regular coaching and feedback to deliver business results. Complete process improvements, provide feedback on the process and lead organizational process changes. Drive execution of operational risk management, regulatory compliance training, policies and, procedures.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in the following location: Colorado Springs, CO. Relocation assistance is not available for this position.
What you'll do:
Inspect and review quality of claim files and provide feedback to employees as appropriate.
Responsible for ongoing coaching and driving awareness so employees understand how their work and contributions support the overall claims and Enterprise strategies.
Proactively identify opportunities to improve operational effectiveness, member experiences and processes providing feedback to internal partners
Build conditions for success removes obstacles, leads and champions change.
Achieve optimal productivity through leading workload volumes, staffing, training needs, and identifying and implementing appropriate solutions.
Responsible for ongoing monitoring of work to ensure consistent execution of processes and adherence to guidelines and frameworks.
Handle escalations and make appropriate decisions based on the policy.
Facilitate and guide employees through skill identification and developing for career progression. Support projects by serving as a subject matter expert.
Hire, develop, and coach claims employees for results delivery.
Consistently coach employees on claims handling and find opportunities to improve overall process and engagement
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of progressive customer service, operational, military or leadership experience to include a minimum of 2 years of claims handling experience required with demonstrated proficiency.
2 years of direct team lead, supervisory or management experience.
Experience using and interpreting data to make decisions.
Demonstrated leadership, initiative, customer service and/or claims handling skills.
Acquisition and maintenance of applicable insurance adjuster license within 6 months time in role.
What sets you apart:
Current experience as a Claims Manager or Supervisor
2+ years handling Complex Non-Injury Auto coverage and liability decisioning
2+ years physical damage and/or auto injury claims experience
Strong experience coaching and developing claims adjusters to meet organizational and development / career path goals
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $103,450- $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA 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, or status as a protected veteran.
$103.5k-197.7k yearly Auto-Apply 4d ago
Vice President, Associate General Counsel
Fidelity Investments 4.6
Greenwood Village, CO job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Legal
$140k-285k yearly 5d ago
Digitalization Expert: Enterprise Automation & Data
Caterpillar Financial Services Corporation 4.5
Peoria, IL job
A leading financial services company is seeking a Digitalization Expert to support enterprise-wide digitalization initiatives. Responsibilities include leading system deployment, improving transactional processes through RPA, and advanced statistical modeling. Must be proficient in high-level coding languages like C++ and Python, with strong strategic and organizational skills. The role involves in-office work five days a week and offers opportunities for creating significant operational efficiencies across the company.
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$120k-178k yearly est. 1d ago
Life Actuarial Solutions Analyst Senior - Annuity Pricing Team
USAA 4.7
Colorado Springs, CO job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position
What you'll do:
Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources.
Reconciles and validates data accuracy, and reasonability of actuarial or financial information.
Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions.
Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes.
Resolves unique and complex issues and navigates obstacles to deliver work product.
Develops cost benefit analysis.
Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature.
Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives.
Oversees requirement development process through testing and implementation.
Demonstrates in depth understanding to identify and resolve issues or potential defects.
Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to.
Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations.
May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports.
Anticipates and analyzes trends or deviations from forecast, plan or other projections.
Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree)
6 or more years of technical experience as an analyst or other relevant technical work experience.
What sets you apart:
Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field
Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc.
At least one actuarial exam. Note: pursuing actuarial designation not required.
Work experience supporting projects for actuarial or modeling functions
Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences.
Strong aptitude for problem solving and technology
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $93,770 - $179,240
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA 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, or status as a protected veteran.
$93.8k-179.2k yearly Auto-Apply 2d ago
Chief Architect, Global Cloud & Enterprise Strategy
CME Group Inc. 4.4
Chicago, IL job
A leading derivatives marketplace in Chicago is seeking a Chief Architect to define and drive the architectural vision supporting the business strategy. The role involves leading a team of architects, developing IT architecture roadmaps, and ensuring compliance with industry standards. Competitive compensation, including a range of $209,500 to $349,100, and a comprehensive benefits package are offered.
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A global consulting firm is seeking an experienced Director in Insurance Operations in Chicago, Illinois. The ideal candidate will direct operations, lead business development, and foster client relationships, ensuring the optimization of service delivery and client satisfaction. This role requires at least 15 years of experience in consulting within the insurance industry, a Bachelor's degree, and the ability to mentor and develop team members. A competitive salary and a wide range of benefits are offered, including medical, dental, and 401k.
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$96k-129k yearly est. 1d ago
Hedge Fund Research Analyst - Quant & Portfolio Monitoring
Callan 4.3
Chicago, IL job
A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential.
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$120k-185k yearly est. 4d ago
Injury Adjuster
USAA 4.7
Colorado Springs, CO job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Injury Adjuster, you will work within defined guidelines and framework, responsible to adjust non-attorney involved soft tissue bodily injury to include confirming coverage, determining liability, investigating, evaluating, negotiating, defending, and settling claims in compliance with state laws and regulations. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice, and compassion.
This hybrid role requires an individual to be in the office 3 days per week. This position will be based in Colorado Springs, CO. Relocation assistance is not available for this position.
What you'll do:
Identifies and handles existing and emerging risks that stem from business activities and the job role.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.
Follows written risk and compliance policies, standards, and procedures for business activities.
Adjusts non-attorney involved soft tissue bodily injury claims, as well as all auto physical damage associated with those claims.
Identifies, confirms, and makes coverage decisions on soft tissue claims.
Investigates loss details, determines legal liability, evaluates, negotiates, and arrives at claim settlement within appropriate authority guidelines.
Clearly documents thought process, investigation, evaluation, negotiation, and settlement decisions.
Provides advice and sets expectations into next steps to members.
Collaborates and supports team members to resolve issues and identify appropriate matters for escalation.
Partners and/or directs vendors and internal business partners to facilitate timely claims resolution.
Supports workload surges and/or Catastrophe Operations as needed.
What you have:
High School Diploma or General Equivalency Diploma.
1 year of injury adjusting or auto liability adjusting experience to include highly complex vehicle physical damage, such as multi-vehicle, non-owned vehicles, or total loss claims.
Working knowledge and understanding of the auto claims contract as well as application of case and state laws and regulations.
Acquisition and maintenance of insurance adjuster license within 90 days and designated number of attempts.
What sets you apart:
2+ years Auto Liability/Casualty adjusting experience to include complex/multi vehicle liability.
1 year auto physical damage or total loss experience.
Ongoing Professional Development with a focus on Insurance.
Bachelors' Degree or higher.
US military experience through military service or a military spouse/domestic partner.
Compensation Range: The salary range for this position is: $57,970 - $103,870.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA 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, or status as a protected veteran.
$58k-103.9k yearly Auto-Apply 4d ago
Accounting Associate
DHJJ 3.5
Naperville, IL job
Put Yourself on Track to Become a Principal in Our Firm.
A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues-whether in person or remotely via Microsoft Teams, working on in-depth accounting issues, and continually enhancing your skills. Plus, we enjoy having fun with each other at company outings and even during the workday!
Your growth here is limitless.
Who You Are:
You are an accountant who enjoys helping clients and collaborating with your co-workers when you encounter a unique situation that requires you to research and solve a client's problem. You are looking to advance your career and help grow your firm.
Responsibilities:
Apply accounting knowledge to record client data with neat and accurate work as part of a team with coaching and supervision
Develop an understanding of client businesses and use this knowledge to help diagnose opportunities and suggest solutions
Effectively plan and organize own work with direction to meet deadlines and complete tasks within agreed-upon timeframes
Communicate directly with clients, responding to them in a timely and professional manner at the direction of the managers and principals.
Participate in initiatives to recruit talented people by providing time to speak with potential candidates at career forums
Undertake research to support sales and marketing initiatives
Required Skills:
Proficiency with QuickBooks Online and Microsoft Office
Strong sense of ownership and personal accountability
Produce high-quality work under deadlines
Particular attention to detail
Qualifications:
2+ years of related experience
CPA candidates preferred
DHJJ Perks:
Hybrid work environment
CPA exam incentives
Dress for your day
Flexible schedules
Referral bonuses for new hires and new clients
Benefits:
Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA
Employer-paid Long- and Short-Term Disability
Paid parental leave
Group life insurance through AICPA
12 1/2 paid holidays per year
PTO policy starting at 15 days per year
401(k) Profit-Sharing Plan with discretionary 3% employer contribution
Paid society memberships, training, and continuing education
Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
$43k-56k yearly est. 60d+ ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Oak Brook, IL job
A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact.
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$123k-219k yearly est. 4d ago
Hedge Fund Investment Analyst
Callan 4.3
Chicago, IL job
As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group.
What's Unique About This Role?
Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients.
Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office.
Primary Duties Manager Research
Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies
Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients
Assist in presenting research analysis and findings to clients
Manager and Portfolio Monitoring
Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients
Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database
Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations
Manager Sourcing
Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital
Proactively identify attractive fund investment opportunities appropriate for Callan's clients
Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis
Research and Education
Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers
Job Skills & Requirements Skills:
Works constructively with colleagues in the group and across the broader organization
Possesses strong written and verbal communication skills
Responds to internal and external requests in a timely and efficacious manner
Characteristics:
Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity
Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality
Education and Experience:
Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline
Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships
Progress towards, or completion of, CFA and/or CAIA program preferred
Compensation, Benefits & Training
At Callan, you can expect:
A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
Training for all Callan databases, research, and other systems
Access to team-building events, community outreach opportunities, and wellness events
$65,000 - $85,000 a year
The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.
As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more.
About Callan
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.
Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at ***************
Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.
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$65k-85k yearly 4d ago
Assurance Associate
DHJJ 3.5
Naperville, IL job
Put Yourself on Track to Become a Principal in Our Firm.
A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues-whether in person or remotely via Microsoft Teams, working on in-depth accounting issues, and continually enhancing your skills. Plus, we enjoy having fun with each other at company outings and even during the workday!
Your growth here is limitless.
Who You Are:
You are a CPA candidate who enjoys helping clients and collaborating with your co-workers when you encounter a unique situation that requires you to research and solve a client's problem. You are looking to advance your career and help grow your firm.
Responsibilities:
Apply technical knowledge to prepare financial statement workpapers with neat and accurate work as part of a team with coaching and supervision
Develop an understanding of client businesses and use this knowledge to help diagnose opportunities and suggest solutions
Effectively plan and organize own work with direction to meet deadlines and complete tasks within agreed-upon timeframes
Communicate directly with clients, responding to them in a timely and professional manner at the direction of the managers and principals.
Participate in initiatives to recruit talented people by providing time to speak with potential candidates at career forums
Undertake research to support sales and marketing initiatives
Required Skills:
Strong sense of ownership and personal accountability
Produce high-quality work under deadlines
Particular attention to detail
Qualifications:
2+ years of related experience
DHJJ Perks:
Hybrid work environment
CPA exam incentives
Dress for your day
Flexible schedules
Referral bonuses for new hires and new clients
Benefits:
Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA
Employer-paid Long- and Short-Term Disability
Paid parental leave
Group life insurance through AICPA
12 1/2 paid holidays per year
PTO policy starting at 15 days per year
401(k) Profit-Sharing Plan with discretionary 3% employer contribution
Paid society memberships, training, and continuing education
Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm