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  • Director, Asset Management Treasurers Office, SOX Oversight

    Fidelity Investments 4.6company rating

    Merrimack, NH jobs

    Job Description:Job Title: Director, Asset Management Treasurers Office, SOX OversightThe Role As a Director in the Asset Management's Treasurers Office, you will play a key role in the oversight of the Sarbanes Oxley (SOX) Compliance programs for Fidelity's alternative and retail funds. In this role you will provide support for the SOX 404 risk assessment, overall SOX program governance and continuous improvement across multiple products to ensure compliance with the requirements. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations, and with key business partners in Legal, Compliance, and Risk. The Expertise And Skills You Bring Bachelor's degree in accounting or related field. Minimum 9+ years industry or equivalent experience. 5+ years mutual fund accounting, financial reporting, public accounting or related financial experience. MBA/CPA a plus. Advanced knowledge of the mutual fund business, investment types and alternative investment products. Strong technical accounting and regulatory knowledge, including SOX 404. Knowledge of operational risk management and internal controls, governance and oversight processes. Excellent organizational and problem-solving skills and attention to detail and dedication to accuracy. Excellent communication skills and ability to summarize and present sophisticated financial data in clear, organized, concise manner. Strong collaboration skills and an ability to work optimally across business units. Ability to work independently as well as in a team environment. Note: Fidelity is not providing immigration sponsorship for this position The Team The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite. #FidelityAlts The base salary range for this position is $110,000-222,000 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:Investment Operations
    $110k-222k yearly 1d ago
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  • Chief Growth Officer: Wealth Growth Leader (Hybrid)

    Provenance Wealth Advisors 3.9company rating

    Fort Lauderdale, FL jobs

    A wealth management firm in Fort Lauderdale is seeking a Chief Growth Officer (CGO) to accelerate growth and enhance client experience. The CGO will lead sales, develop market strategies, and manage business development initiatives. Candidates should possess a Bachelor's degree, an MBA preferred, and over 10 years of leadership experience in financial services. The firm values collaboration and accountability and offers a hybrid work environment to foster team success. #J-18808-Ljbffr
    $27k-42k yearly est. 5d ago
  • Director, Credit Product Strategy - LAC Growth (Hybrid)

    Visa Inc. 4.5company rating

    Miami, FL jobs

    A major financial services company is seeking a Director of Product Management to lead the strategy and execution of its credit products portfolio for the Latin America and Caribbean markets. This leadership role focuses on product lifecycle management, innovation, and stakeholder engagement. The ideal candidate will have extensive experience in product management, particularly in payments, and must be fluent in English and Spanish. This is a hybrid position based in Miami, Florida, offering a competitive salary and benefits package. #J-18808-Ljbffr
    $107k-129k yearly est. 5d ago
  • Virtual Customer Service Sales Executive

    Unitrust Financial Group 4.1company rating

    Sunrise, FL jobs

    Compensation: 100% Commission License Required: Must be willing to obtain a state life insurance license (we ll help you through the process) About Us At InsuraTec Services Group, we help families across the country protect their futures with life insurance and financial solutions. We re expanding our national team and looking for self-motivated professionals who want to grow a career from home with the support of proven systems, mentorship, and a mission-driven culture. What You ll Do As a Virtual Customer Service Sales Executive, you ll guide clients through the process of selecting life insurance coverage that fits their needs, all through virtual appointments. This is not a cold-calling role all leads are warm, and all client meetings are scheduled in advance. Responsibilities Help families understand their coverage options through virtual consultations Use our proven scripts and tools to guide client conversations Follow up with clients and provide exceptional support Stay organized, meet weekly goals, and track your activity Maintain licensing requirements and follow all compliance protocols What We re Looking For Strong communication skills and a desire to help people Comfortable working in a commission-based, performance-driven environment Self-disciplined with a strong work ethic Willing to learn, coachable, and open to feedback Sales or customer service experience is helpful but not required Must be able to pass a background check and get licensed if not already What You ll Get Full training and mentorship from day one Flexible schedule you set your own hours Access to warm leads and support from our national team Monthly bonus opportunities for top performance The ability to grow into a leadership or management role Ready to Apply? If you re looking for a remote opportunity where you can grow your income while helping others, apply today. We'll walk you through the licensing and onboarding process to get you earning quickly.
    $35k-69k yearly est. 4d ago
  • Key Account Representative

    3M 4.6company rating

    Concord, NH jobs

    **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 environments to a 3M career.** **The Impact You'll Make in this Role** As a Key Account Representative 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: + Being accountable for Precision Grinding and Finishing (PG&F/ASD) forecast attainment within supported Key Accounts + Developing Customers and processes to drive growth of PG&F Business + Responsible for collaborating with ASD US Subsidiary, PG&F Sales Director to execute key ASD/PG&F growth programs and NPI penetration strategies. + Supporting ISMC National Account Team on strategic PG&F growth initiatives + Developing strategic growth plans for key PG&F markets and end-user customers in region. **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 institution + Three (3) years of selling Abrasives in a private, public, government or military environment + Current, valid Driver's License Additional qualifications that could help you succeed even further in this role include: + Expertise in Precision Grinding and Finishing abrasive portfolio and systems. + Experience with abrasive specific industrial safety regulations. + Experience in managing key accounts. + Experience in contract negotiations. + Strong track record of collaboration. **Location:** Remote Based- Midwest and Northeast Area **Travel:** May include up to 75% 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 Applicable to US Applicants Only:The expected compensation range for this position is $142,479 - $174,141, 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 12/05/2025 To 01/04/2026 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. 36d ago
  • Client Experience Coordinator

    Lendingone 4.0company rating

    Boca Raton, FL jobs

    At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $6 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running! As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Our mission is powered by our values: Speed & Ease - We simplify lending so clients can move fast and seize opportunities. Solutions Driven - We solve problems, not just process paperwork. Loyal Partners - We build trust, not just transactions. Authentic Experience - We stay real, reliable, and respectful-always. We're a fully funded, full-service lending partner-and we're growing fast. The Opportunity: If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you'll love this role. As a Client Experience Coordinator, you'll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish. This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence. This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL. What You'll Do: At the heart of this role is unwavering client support-answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way. Serve as the primary point of contact for assigned clients-ensuring consistent, proactive communication and delivering updates that inspire confidence. Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track. Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency. Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details. Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving. Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding. Advocate for the client internally-flagging challenges early and helping the team craft solutions with speed and accuracy. Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency. Requirements 2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or client services Exceptional communication and follow-up skills-you write and speak clearly, with empathy and purpose High attention to detail with a “nothing slips through the cracks” mindset Proven ability to multitask and prioritize in a fast-paced, high-volume environment Positive energy, collaborative spirit, and a customer-first attitude Strong computer proficiency and a willingness to learn new systems A true sense of urgency-because our clients depend on us to move fast and get it right Benefits Why LendingOne: Competitive base salary and incentive structure Full medical, dental, and vision benefits Company-matching 401(k) plan Paid time off and 10 company-paid holidays Work-from-home Fridays Career development, training, and internal promotion opportunities Team-building events, company lunches, and swag Collaborative, inclusive, and fun workplace culture LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.
    $37k-60k yearly est. Auto-Apply 60d+ ago
  • Managed Service Change Analyst Specialists: Derivatives Managed Service Platform Change

    FIS Capital Markets 4.4company rating

    Jay, FL jobs

    FIS Management Services, LLC seeks Managed Service Change Analyst Specialists: Derivatives Managed Service Platform Change in Jacksonville, FL to be responsible for leveraging specialized knowledge of FIS technologies to work with clients and Business Operations teams to elicit high-level requirements and capture business needs. Utilize advanced knowledge of proprietary tools to clearly articulate and document business requirements and translate it into functional specifications. Apply expertise with FIS technology to provide analytic support by coordinating data extraction from various databases and data interpretation. Leverage unique knowledge of proprietary methodologies to develop strong partnerships with clients that focus on being a trusted advisor. Utilize specialized understanding of proprietary technologies to work with Project Managers, Architects, Developers, and other team members to design solutions. Apply unique expertise of FIS tools to participate in Functionality Testing, Integration Testing and User Acceptance Testing, document test cases and results. Leverage specialized knowledge of FIS methodologies to follow change management process regarding change deployment. REQUIREMENTS: Bachelor's degree or foreign equivalent in any field of study and five (5) years of experience in the job offered or a related occupation: working with exchange traded derivatives and trade flows; working with technology platforms including GMI, Clearvision, FIS CD Application Suite, JIRA, Zephr and SQL used in derivatives clearing; working within the parameters of Futures Commission Merchant (FCM) clients' business requirements and objectives to adapt them into functional requirements for development purposes; creating structured test plans for various groups and teams; and estimating work effort as a part of the budgeting process and track cost expenditures related to the project. In the alternative, the employer will accept two (2) years of work experience to satisfy the degree requirement. Telecommuting and/or working from home may be permissible pursuant to company policies. QUALIFIED APPLICANTS: Please apply directly through our website by clicking on “Apply Now.” Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
    $64k-86k yearly est. Auto-Apply 37d ago
  • Systems Engineer (Nessus)

    Arc Group 4.3company rating

    Jacksonville, FL jobs

    SYSTEMS ENGINEER (NESSUS) - REMOTE ARC Group has an immediate opportunity for a Systems Engineer with strong experience working with vulnerability scanning tools! This position is 100% remote working eastern time zone business hours. This is starting out as a contract position running through January 2025 with strong potential to extend longer or convert to FTE. This is a fantastic opportunity to join a well-respected organization offering tremendous career growth potential. At ARC Group, we are committed to fostering a diverse and inclusive workplace where everyone feels valued and respected. We believe that diverse perspectives lead to better innovation and problem-solving. As an organization, we embrace diversity in all its forms and encourage individuals from underrepresented groups to apply. 100% REMOTE! Candidates must currently have PERMANENT US work authorization. Sorry, but we are not considering any candidates from outside companies for this position (no C2C, 3rd party / brokering). Job Description: IT Systems Engineers are responsible for monitoring, installation, configuration, administration, troubleshooting and maintenance of technology solutions. IT Systems Engineers provide technical support, troubleshoot problem and perform scripting/programming to ensure stable and efficient operation of technology solutions. Essential functions: Performs installation, monitoring, testing, configuration, migration, maintenance and troubleshooting of assigned technology Manages system/application environment and ongoing operations Ensures that the technologies are updated with current, stable, and compliant architecture and applications that meet enterprise standards Researches, designs, implements and tests technology solutions Proactively monitors and reports performance and utilization of assigned technologies Troubleshoots software and/or hardware issues/failures Resolves alerts and performs remediation activities Manages problem or escalated tickets and tasks and out of cycle requests from systems/software owners Collects and presents data for reporting and planning Assists with developing tactical strategies, processes and procedures related to systems/application administration Determines migration and upgrade impacts and diagnose/resolve complex technology/application errors Collaborates with IT and business area partners on work groups and initiatives Determines best course of action for meeting business needs May provide input into infrastructure architecture designs Writes programming/scripting May participate in Disaster Recovery planning and exercises Ensures execution and alignment to architectural standards and blueprints. May contribute input to infrastructure architecture Performs on-call activities as needed for the environment and technologies Requirements: Extensive working knowledge of multiple technologies and their interfaces and integration Competent working in one or more environments highly integrated with an operating system. Extensive experience implementing and administering/managing technical solutions in major, large-scale system implementations Worked with Vulnerability tools but doing compliance with DISA STIGS or CIS Benchmark (Some examples of vulnerability tools are Eeye Retina, Tenable.SC, Tenable.io, Rapid 7, ACAS) Scripting experience with REGEX or Python Excel CISCO/Networking Experience or Unix/Linux Experience Required Experience: 3-5 years of related work experience or equivalent combination of transferable experience demonstrating proficiency and experience in design, implementation, monitoring and troubleshooting technology Musts: - Vulnerability tools (ex: Eeye Retina, Tenable.SC, Tenable.io, Rapid 7, ACAS) - Know compliance standards (STIGS or cis benchmarks) - Python/REGEX Required Education: Related Bachelor's degree in an IT related field or relevant work experience Security+ or Other Applicable Certs. Would you like to know more about our new opportunity? For immediate consideration, please apply online and view all our open positions at ******************* ARC Group is a Forbes-ranked a top 20 recruiting and executive search firm working with clients nationwide to recruit the highest quality technical resources. We have achieved this by understanding both our candidate's and client's needs and goals and serving both with integrity and a shared desire to succeed. At ARC Group, we are committed to providing equal employment opportunities and fostering an inclusive work environment. We encourage applications from all qualified individuals regardless of race, ethnicity, religion, gender identity, sexual orientation, age, disability, or any other protected status. If you require accommodations during the recruitment process, please let us know. Position is offered with no fee to candidate.
    $74k-102k yearly est. 23d ago
  • IAE Videography Internship - Spring 2026

    USF 3.8company rating

    Tampa, FL jobs

    Videography Internship - Spring 2026 SOFWERX is a venue operated under an agreement between the United States Special Operations Command (USSOCOM) and DefenseWERX, designed to increase collaboration and innovation to solve the most difficult warfighter problems. SOFWERX is a forum for accelerating delivery of innovative capability, and facilitating capability refinement through exploration, experimentation, and assessment of promising technology. SOFWERX is in the heart of Ybor City, at a neutral, easily accessible facility. The internship program is administered by USF Institute of Applied Engineering. Upon hire, you will be considered both a USF IAE Temporary Employee and a SOFWERX student intern. Requirements MUST BE ELIGIBLE FOR A SECURITY CLEARANCE Must be actively enrolled in an undergraduate program at an accredited local University Junior or Senior level, with current GPA of 3.0 or above Demonstrated experience in videography, cinematography, or multimedia production Strong technical understanding of camera operation, lighting, and audio recording Ability to manage multiple projects simultaneously with attention to detail and deadlines Excellent storytelling, communication, and organizational skills Must participate in weekly market research and submit minimum required entries for new capabilities, technologies, companies, organizations, etc. that could contribute to the innovative ideas needed to create solutions for the warfighter. Responsibilities Capture high-quality video footage of events, experiments, demonstrations, and interviews to help expand the SOFWERX ecosystem. Edit and produce professional video content for internal and external communication channels, including social media, presentations, and promotional materials. Collaborate with project teams to develop visual storytelling concepts that communicate technical and operational goals. Manage and organize media assets, ensuring consistent file naming, tagging, and archiving practices. Assist with lighting, sound, and camera setup for studio and field shoots. Support post-production efforts including color correction, motion graphics, captions, and sound mixing. Create shorts, reels, and visual recaps for outreach and engagement. Must participate in weekly market research and submit minimum required entries for new capabilities, technologies, companies, organizations, etc. that could contribute to the innovative ideas needed to create solutions for the warfighter. Time commitment Hours of operation are 8:00am to 5:00pm Monday thru Friday. This position requires a minimum of 15 hours and a maximum of 20 hours per week during the Fall/Spring semesters and a minimum of 20 hours and a maximum of 29 hours per week during the Summer semester. This internship is in-person with limited remote work opportunities. Opportunities Engage in employee events, such as team building Build resume and explore career options Apply skills and knowledge to the workplace Upon completion of the internship, a letter of recommendation can be provided upon request Opportunity for follow-on internship based on performance Pay Rate $17.00/hour
    $17 hourly Auto-Apply 60d+ ago
  • Investment Consultant

    City National Bank 4.9company rating

    Tallahassee, FL jobs

    WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR 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 CNR. * 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
    $101.2k-172.4k yearly 3d ago
  • Auto/General Liability Consultant - TPA Services

    The Hartford 4.5company rating

    Lake Mary, FL jobs

    Specialist Claims - CH07DE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Third Party Administrator (TPA) Auto/General Liability Consultant is responsible for oversight of claims, including high exposure and complex claims, handled by The Hartford's Third Party Administrator (TPA) partners (i.e., The Hartford's unbundled business), and the handling of excess claims. The TPA Consultant is responsible for helping limit The Hartford's exposure to risk through oversight of individual claims handled by our TPA partners arising under auto, general liability, property and other lines of business written through National Accounts, Global Specialty, Multi-National, Specialty Programs, Captive Programs and Construction.Responsibilities: + Conduct investigations, analyze and evaluate information learned + Make coverage determinations and communicate written position(s) to insureds and other required parties + Within prescribed authority levels, set appropriate expense and indemnity reserves and monitor on a regular basis for any needed adjustment + Present cases to management for reserve authority above established authority levels + Develop and implement resolution strategies to achieve high quality outcomes + Proactively manage litigation and counsel, inclusive of litigation planning and execution, budgeting and bill review + Attend trials and mediations as necessary + Contribute to broader claim and enterprise goals by participating in audits, projects and product development initiatives + Prepare comprehensive reports and deliver presentations to senior claim leadership on case developments, policy issues, industry trends, etc. + Provide assistance and expertise to TPAs with coverage and liability analysis, time limit demands, extra contractual exposure evaluations and other issues of complexity + Work with business partners to evaluate and address claim trends and developments + Address inquiries from agents and policyholders, providing superior customer service + Travel required up to 10% (must be approved by management) Qualifications: + Minimum of 8 years of functional claim experience in business/commercial auto or general liability required. Experience in both business/commercial auto and general liability strongly preferred. + Excellent knowledge of all aspects of claim handling within business/commercial auto or general liability; specifically including large loss expertise and complex litigated coverage and liability matters required + Supervisory expertise and effective time management skills (i.e., ability to manage multiple TPA handlers, matters and priorities) + Ability and desire to mentor and coach + Experience handling Canadian claims, Michigan PIP claims, Property, Ocean Marine and/or Professional Liability claims a plus but not required + Excellent communication skills, both oral and written + Superior analytical ability, strategic thinking ability and execution skills + Strong negotiation skills and advanced technical claim handling skills + Ability to communicate thoughts clearly and concisely, and to influence and persuade others + Bachelor's Degree or equivalent work experience required + Professional Designation such as CPCU, SCLA, or AIC preferred This role can have a Hybrid or Remote work schedule. Candidates who live near one of our office locations (Hartford, CT, San Antonio, TX, Lake Mary, FL, Scottsdale, AZ, Naperville, IL, Alpharetta, GA) will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work schedule, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $107,600 - $161,400 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice
    $107.6k-161.4k yearly 4d ago
  • Merchant Services Sales Consultant (Remote | Miami Market)

    Wells Fargo 4.6company rating

    Coral Gables, FL jobs

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! **Wells Fargo ranked No. 1 on the 2025 LinkedIn Top Companies in Financial Services list-recognized as the best place to grow your career in the industry** ! in the U.S. **About this role:** Wells Fargo is seeking an enthusiastic and results-driven **Merchant Services Sales Consultant** to join our Merchant Services Relationship Banking Sales Team within Consumer Lending. In this highly visible role, you will deliver innovative payment solutions to small and medium-sized business clients through building relationships and referrals while partnering closely with retail banking teams to drive growth and deepen client relationships. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Deliver customized payment processing and merchant technology solutions to business clients + Support and partner with Retail Banking teams within your assigned territory to drive referrals and sales + Proactively prospect and develop new business opportunities + Recommend solutions that address client needs, operational efficiencies, and growth goals + Exercise sound judgment while navigating policies, procedures, and compliance standards + Collaborate with internal partners and stakeholders to ensure exceptional client experiences + Build strong relationships through effective presentations, needs assessments, and follow‑up **Required Qualifications:** + 2+ years of Merchant Services Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Bilingual (English/Spanish) + Banking or financial services experience + Business-to-business (B2B) sales background + Proven success in meeting or exceeding sales goals + Strong prospecting, influence, and relationship-building skills + Ability to present confidently to clients and stakeholders at all levels + Self-motivated with the ability to work independently in a structured, remote environment + Strong organizational and CRM management skills **Job Expectations:** + Up to **30% travel** within the assigned territory + Residency within the **South or North Miami, Florida** market or surrounding areas + Reliable transportation and ability to work from a home office + This role is **not eligible for visa sponsorship** **Location:** This is a **100% remote role** , with candidates required to live in or near the **South or North Miami, Florida** market. **Posting End Date:** 3 Feb 2026 **_*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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **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-514696
    $65k-106k yearly est. 1d ago
  • Call Center Agent

    CDR Companies 4.6company rating

    Miami, FL jobs

    Job Description CDR Health Care, Inc., is hiring Call Center Agents to provide vital support by managing customer inquiries, applications, and cases from start to finish. This role will be responsible for handling both inbound and outbound calls, answering questions, offering detailed guidance, and ensuring timely and accurate resolution of customer issues. Successful candidates will demonstrate strong communication skills, attention to detail, and the ability to navigate complex situations with professionalism and empathy in a fast-paced environment. This is a remote position; however, candidates must be located in Miami, FL, for onsite training at our corporate office. ESSENTIAL FUNCTIONS: Receive and document incoming customer cases, applications, and inquiries via phone, email, or other communication channels. Evaluate the nature, urgency, and complexity of each case to ensure appropriate prioritization and categorization. Gather detailed information from customers to thoroughly understand the issue and its context. Maintain consistent communication with customers throughout the case lifecycle, keeping them informed about progress, actions taken, and expected resolutions. Record detailed case notes, actions taken, and resolutions in the company's case management system. Apply critical thinking and problem-solving skills to identify root causes and recommend solutions that prevent future similar cases. Make well-informed decisions that balance customer satisfaction and company policies Handle inbound and outbound calls from customers, addressing their queries, concerns, and requests professionally and courteously. Identify and assess customers' needs, actively listen to their concerns, and provide effective solutions or guidance. Troubleshoot technical problems, escalating complex issues to higher levels of support when necessary. Acquire in-depth knowledge of the company's services, policies, and procedures to effectively address customer inquiries. Adhere to established call center scripts, processes, and guidelines to ensure consistent customer service. Other duties that may arise from time-to-time and/or are commensurate with the title and position. Requirements High school diploma or equivalent required; additional education or certifications in customer service, healthcare, or case management is a plus. Fluency in English and Spanish is required to effectively communicate with our diverse client base. Flexibility to work a variable schedule, including evenings or weekends as needed. Proven experience providing customer service over the phone, preferably in a call center or case management setting. Familiarity with case management systems and tools, with the ability to learn new software quickly. Proficient in Microsoft Outlook and the Microsoft Office Suite (Word, Excel, etc.). Strong verbal and written communication skills, with the ability to interact effectively with a diverse range of individuals and in varied settings. Ability to remain calm, composed, and effective in high-pressure situations or emergencies. Committed to maintaining strict customer confidentiality and handling sensitive information appropriately. Strong decision-making skills with the ability to use sound judgment in resolving issues. Demonstrated ability to manage multiple tasks simultaneously in a fast-paced environment while meeting deadlines. Resilience under pressure, with excellent organizational and time-management skills. CDR Health is an Equal Opportunity Employer M/F/D/V and EO/AAN/D. Must be able to work in the United States to apply. Schedule Monday through Friday Shifts: 8:00 AM - 5:00 PM or 9:00 AM - 6:00 PM
    $28k-32k yearly est. 25d ago
  • Remote Non-QM Loan Underwriter

    National Mortgage Staffing 3.9company rating

    Tampa, FL jobs

    As a Non-QM Underwriter, you will be responsible for evaluating and underwriting complex non-qualified mortgage (Non-QM) loan applications. This position requires expertise in various non-QM loan products, including but not limited to Bank Statement, DSCR (Debt Service Coverage Ratio), and Asset Depletion loans. Your role will ensure compliance with all underwriting guidelines and regulatory requirements while maintaining a high level of service and accuracy. Key Responsibilities: Review and analyze loan files, including income documentation, credit reports, and asset verification for Bank Statement, DSCR, and Asset Depletion loans. Underwrite and approve or deny loan applications based on the company's guidelines, policies, and regulatory requirements. Communicate with loan officers, processors, and other stakeholders to obtain necessary documentation and resolve any issues. Ensure loan files are complete, accurate, and compliant before final approval or denial. Stay current with industry regulations, guidelines, and best practices regarding Non-QM loan products. Provide guidance and support to junior underwriters and other team members as needed. Maintain a high level of productivity and quality assurance while meeting deadlines. Requirements: Minimum of 3+ years of experience in underwriting Non-QM loans. Strong knowledge and experience with Bank Statement, DSCR, and Asset Depletion products. Experience Underwriting Non-QM roles within the last 6 months. Deep understanding of underwriting guidelines, regulations, and compliance standards related to Non-QM loans. Proven ability to handle a high volume of loan files while maintaining accuracy and attention to detail. Excellent communication skills, both written and verbal. Ability to work independently and as part of a collaborative team. Strong organizational and problem-solving skills. Salary: 90-100kThank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
    $37k-66k yearly est. 11d ago
  • Business Transformation Strategist

    Grow Financial Federal Credit Union 4.1company rating

    Tampa, FL jobs

    At Grow Financial Federal Credit Union, we believe in service - to our 300,000 members, 600 team members and local communities. We're not just your average bank. We're a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally. Our “work from where you do your best work” strategy provides flexibility to our team members - who currently reside across the U.S. - with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow - people, communities, money and dreams. Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states: AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY. Some of our Benefits/Perks: Remote/Work From Home Available Medical/Dental/Vision Insurance Employee discount on loans Team members qualify for a discount on consumer loans. Professional Development Reimbursement of up to $5,250 per year for full-time team members. Paid Time Off 15 days/year & over 10 Paid Holidays Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members. Retirement Benefits (401K) Grow matches up to 8% for team members. Growth Potential In-house training department dedicated to helping our team members reach their maximum potential. Responsibilities This is an exciting opportunity for people who love data and process to join our Credit Union as we continue on our transformation journey. We are looking for a Business Transformation Strategist to support our people, product and process verticals. The Business Transformation Strategist plans, executes, leads and oversees cross functional end-to-end delivery of process improvement and transformation initiatives throughout the lifecycle of largescale, highly complex projects or programs to enhance process capability. The Business Transformation Strategist provides advisory support, direction and guidance to assigned resources, stakeholders and executives of the projects and/or program as well as educates and creates awareness of Process Improvement / Transformation methodologies across the Credit Union. Qualifications REQUIRED SKILLS/EXPERIENCE: Bachelor's degree from an accredited university in business, engineering or related required. Minimum 5 years' related process improvement experience required. Lean Six Sigma Black Belt Certification required. Demonstrated experience with tools and methodologies including DMAIC, Lean, Kaizen, and DFSS. Technical skills to include data visualization in Power BI or Tableau required. Financial acumen: Ability to link process performance with clear financial impact for both current and improved state using metrics and data. PHYSICAL DEMANDS Must be able to sit for extended periods of time. Must be able to read, write, speak and type English. Must be able to hear and use a telephone. Use of computer requires repetitive keystrokes. WORK ENVIRONMENT Traditional office setting. Remote work available. Sedentary role Apply online toady! An Equal Opportunity Employer Minorities/Females/Veteran/Disabled #LI-Remote
    $48k-72k yearly est. Auto-Apply 60d+ ago
  • Remote Commercial Collections LARGE BALANCE

    Greenberg Grant Richards Inc. 3.9company rating

    Tampa, FL jobs

    Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have 7 offices around the US and we collect over 100 Million annually. Recession Proof Industry, our top collectors make over 100K a year. We are Accredited and Honored by the BBB with an A+ rating. We are growing and would like to speak with you today if you are a Commercial Collector or have experience in the collections industry and are ready to start a new adventure. Since 1993, we have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. If you love to make money and strive to be successful, energetic and goal-oriented there is a position for you on our Collections team. Why Choose Greenberg, Grant & Richards, Inc.? We are growing and we want the best of the best to come and grow with us. 75% employer paid Medical, Dental & Vision Great Work Location 401K Paid Life Insurance Vacation/PTO No nights and weekends Off early on Friday's Weekly Meetings and Coaching Weekly Contests Responsibilities: Understands and applies the terms of clients contracts Notate and pursue successful resolution of defaults Contact business owners by phone and email to resolve delinquency issues Communicate and build trust to overcome objections and resolve the debt Advise business owners of potential actions surrounding defaults Ensure compliance with all laws associated with recovery Meet daily call expectations of 100+ with accounts worked Call debtors to secure payments on past-due accounts Knowledge of skip tracing and asset searches preferred Successfully manages a queue of 200+ Must have the ability to exceed daily, weekly, and monthly expectations consistently Must follow established policies & procedures Must take direction well and be self-motivated Other duties as assigned Qualifications: High School Diploma or Equivalent (G.E.D.) 2 years of collection experience preferred Excellent telephone and customer service skills Working knowledge of Microsoft Office programs including Outlook, Word and Excel. This is a remote opportunity Greenberg, Grant & Richards, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. About Greenberg, Grant & Richards, Inc.: Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have offices in Austin, Houston, Denver, and Tampa. We have been an industry leader for over 30 years and set the bar for collecting other companies commercial accounts receivable issues. Our focus is solely business to business. Looking at our next 30 years we are focusing on expansion and bringing on board the next generation of employees. We currently have over 10,000 active clients and we collect over 100 million dollars a year for our clients. If you are looking to get into a “Recession and Pandemic Proof Industry”, this is the place for you! Once you get in, you'll never leave. If you are in car sales, you only get your customer back every 3-5 years. If you are in home sales, you only get your customer back every 10 years. In commercial collections, once you land a client, your client comes back every month. They place accounts every day and they are never taken from you. That is the key to sales, getting repeat business and continuously growing your file year over year. Many clients have been with us over 20 years. We have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. We attract and hire the top talent across the nation to be a part of our team. Why Choose Greenberg, Grant & Richards, Inc.? We are growing and we want the best of the best to come and grow with us. 75% employer paid Medical, Dental & Vision Great Work Location 401K Paid Life Insurance Paid Time Off No nights and weekends Off early on Friday Flex Time / PTO Employee Driven Culture Salary Description $36,000 to $100,000 per year (plus commission
    $32k-37k yearly est. 60d+ ago
  • Manager Accounting - U.S. Mortgage Business

    City National Bank 4.9company rating

    Jacksonville, FL jobs

    WHAT IS THE OPPORTUNITY? Responsible for building a complete end-to-end U.S. residential mortgage business - spanning origination, secondary marketing, capital markets, servicing, and portfolio management for CNB/RBC. We are seeking a senior-level CPA with deep mortgage accounting expertise and strong controllership instincts to design, implement, and scale the accounting and reporting framework of this new platform.This role will be a key senior leader within the U.S. Mortgage Strategy team, providing both technical accounting leadership and practical operational insight. You'll partner with finance, treasury, risk, operations, and technology to establish best-in-class GAAP, reporting, and control infrastructure from the ground up WHAT WILL YOU DO? * Accounting & Controllership * Lead all aspects of U.S. GAAP accounting policy and application across the mortgage lifecycle - from loan origination through sale and servicing transfer. * Oversee accounting for loan pipelines, warehouse funding, hedging, derivatives, gain-on-sale, and mortgage servicing rights (MSRs). * Design and implement a scalable financial statement close process, ensuring accuracy, timeliness, and completeness of all mortgage-related results each month, quarter, and year-end. * Establish and maintain close calendars, account reconciliations, variance analyses, and journal-entry controls that integrate with upstream operational systems. * Support reporting needs including full financial statement reporting cycle - including internal management reporting, CFO packages, regulatory and board reporting, and external audit support. * Ensure accurate consolidation and presentation of results under U.S. GAAP and RBC corporate accounting policies. * Process Design & Systems * Architect and implement accounting workflows, process documentation, and automation for all loan accounting, sale, and servicing activities. * Partner with technology teams to align loan origination, capital markets, and servicing systems with the general ledger and sub-ledgers. * Develop SOX-ready internal controls and documentation for future scalability. * Strategic Finance & Partnership * Collaborate closely with the CFO and Secondary/Capital Markets leadership to assess financial impacts of business decisions. * Translate complex accounting and market-valuation issues into actionable insights for senior management. * Support capital planning, liquidity, and balance sheet strategy with accurate accounting and fair value analytics. * Leadership & Team Development * Help recruit and develop a high-performing accounting and controllership team. * Mentor staff and foster a culture of accuracy, accountability, and operational excellence. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 10+ years of progressive accounting, financial reporting, and controllership experience within U.S. mortgage banking, capital markets, or financial services * Expert knowledge of GAAP, including ASC 860 (Transfers & Servicing), ASC 815 (Derivatives & Hedging), ASC 310, ASC 825, and related mortgage guidance * CPA - Certified Public Accountant *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $90,000 - $160,000 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.
    $90k-160k yearly 3d ago
  • Client Experience Coordinator

    Lendingone 4.0company rating

    Boca Raton, FL jobs

    Job Description At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $6 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running! As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Our mission is powered by our values: Speed & Ease - We simplify lending so clients can move fast and seize opportunities. Solutions Driven - We solve problems, not just process paperwork. Loyal Partners - We build trust, not just transactions. Authentic Experience - We stay real, reliable, and respectful-always. We're a fully funded, full-service lending partner-and we're growing fast. The Opportunity: If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you'll love this role. As a Client Experience Coordinator, you'll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish. This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence. This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL. What You'll Do: At the heart of this role is unwavering client support-answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way. Serve as the primary point of contact for assigned clients-ensuring consistent, proactive communication and delivering updates that inspire confidence. Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track. Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency. Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details. Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving. Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding. Advocate for the client internally-flagging challenges early and helping the team craft solutions with speed and accuracy. Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency. Requirements 2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or client services Exceptional communication and follow-up skills-you write and speak clearly, with empathy and purpose High attention to detail with a “nothing slips through the cracks” mindset Proven ability to multitask and prioritize in a fast-paced, high-volume environment Positive energy, collaborative spirit, and a customer-first attitude Strong computer proficiency and a willingness to learn new systems A true sense of urgency-because our clients depend on us to move fast and get it right Benefits Why LendingOne: Competitive base salary and incentive structure Full medical, dental, and vision benefits Company-matching 401(k) plan Paid time off and 10 company-paid holidays Work-from-home Fridays Career development, training, and internal promotion opportunities Team-building events, company lunches, and swag Collaborative, inclusive, and fun workplace culture LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.
    $37k-60k yearly est. 13d ago
  • Associate, Client Operations

    Gelfand, Rennert & Feldman 4.1company rating

    Portsmouth, NH jobs

    SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics (“O&A”) department, the Client Operations team is responsible for operations related to supporting our clients and advisors. The Client Operations team is responsible for client portfolio recordkeeping, data management, performance, and reporting as well as oversight over related technologies and third-party service providers. Our clients' financial lives and investment portfolios are sophisticated, and this team is responsible for delivering solutions to meet their needs. An area of focus for this role will be on alternative investments, from direct investments in privates and hedge funds to LP investors in SCS' pooled multi-manager vehicles. The role will assist in a variety of functions necessary to support the business, including security and client setup and data intake, report creation and maintenance, as well as operational support related to advisor / client inquiries. As a meaningful part of our clients' portfolios, it is critical client alternative investment data is maintained at the highest quality as it integrates to multiple systems and is used by various internal stakeholders and clients. This role will work cross-functionally across O&A and our Advisor teams to enhance our current workflows and systems to support a constantly growing client-base and complexity. A successful candidate will demonstrate intellectual curiosity, an aptitude for leveraging technology-enabled business functions, effective collaboration, and communication, and has an enthusiastic spirit towards doing what is needed to help the business grow and evolve. This role is ideal for a candidate looking to utilize the skills they have learned in alternative fund operations or portfolio accounting and continue to grow in their career. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Exude SCS's core values and focus on healthy organization best practices • Be an advocate and subject matter expert for the team's primary technology and vendors; Salesforce, Addepar, Canoe, and Alter Domus • Work in collaboration with key stakeholders to help build and optimize cross functional workflows to support alternative investment data management, performance measurement, cash flows and reporting to clients • Collaborate with Advisors on day-to-day inquiries along with the evaluation / onboarding of new alternative investments • Support the maintenance of SCS' alternative data universe, ensuring the timely and efficient processing of LP level data through a variety of workflows • Assist with additional functions within team including but not limited to client onboarding, market reference data management, custom attribute support, cashflow review, valuation, performance, and reporting • Participate in strategic initiatives designed to improve the overall client experience • Complete additional ad hoc assignments in a timely, accurate and well-communicated manner • Adherent to compliance rules and standard operating procedures Qualifications • 1 - 3 years in performance, data, or fund operations, and/or fund accounting within the financial services industry. Prior experience with alternative investments is preferred. • Experience with financial technology and workflows; working knowledge of Addepar and Canoe is a plus • Analytically inclined, demonstrating intellectual curiosity, high integrity, and excellent problem-solving skills • Ability to multi-task in a fast-paced environment, work independently, build strong cross-functional relationships • Strong organization and communication skills, both written and oral • Pro-active and solution-oriented with an ability to thrive in an entrepreneurial environment • Bachelor's degree and a demonstrated track record of academic success The annualized base pay range for this role is expected to be between $60,000-$70,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. #LI-BG1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: 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 shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
    $60k-70k yearly Auto-Apply 33d ago
  • Insurance Underwriter (commercial lines)

    Arc Group 4.3company rating

    Oakland Park, FL jobs

    Job DescriptionINSURANCE UNDERWRITER (commercial auto - remote) ARC Group seeks a Commercial Insurance Underwriter to join our direct in their Ft. Lauderdale, FL offices. There is a preference for Underwriters in FL but those from surrounding gulf and eastern seaboard states will be considered for remote work. The Commercial Insurance Underwriter will report to the Underwriting Operations Manager and be responsible for examining new business submissions for eligibility, carefully evaluating each application for coverage in order to determine if the risk is acceptable. The Underwriter will verify if additional information is needed prior to making a decision to offer a proposal; should be able to confidently suggest if an account would need to be declined following established Underwriting Guidelines, appropriate joint review / consultation with Underwriting Operations Manager. Thiis is a fantastic opportunity to get onboard an established and well-respected organization that values its employees. Our client offers a competitive compensation package, health insurance, retirement plans, and the opportunity to make a profound impact on our client insurance underwriting team. Commercial Insurance Underwriter Responsibilities: Reviewing of initial information provided by prospective insured / agents. Quote preparation, including continuous communication with prospective insured / agent until policy binds / it is decided it will not move forward. Pricing / rating of new submissions following established guidelines and parameters / discussion with Underwriting Operations Manager. Maintaining and building relationships with insureds and agents. Providing customer service. Contributing to achieving and maintaining production goals. Monitoring and facilitating Underwriting Assistants duties, particularly aiding with specific endorsement requests that might require expert review / opinion, bind requests review for accuracy, etc. Monitoring and facilitating Renewal Underwriters duties, including but not limited to renewal evaluations, renewal revisions, review and processing of bind requests, when necessary, etc. Assisting in a variety of administrative tasks. Commercial Insurance Underwriter Requirements: Must have 3-5 years of commercial insurance underwriting experience, outstanding customer service and communication skills (verbal and written), and attention to detail. A college degree is preferred but not required Would you like to know more about our new opportunity? You can apply online while viewing all open jobs at ******************* ARC Group is a Forbes-ranked a top 20 recruiting and executive search firm working with clients nationwide to recruit the highest quality technical resources. We have achieved this by understanding both our candidate's and client's needs and goals and serving both with integrity and a shared desire to succeed. ARC Group is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. We are a no-fee agency to candidates.
    $45k-106k yearly est. 23d ago

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