Valmark Financial Group jobs - 34,819 jobs

Executive Assistant - Private Operations Role A confidential, privately owned organization is hiring an Executive Assistant to support senior leadership across a portfolio of administrative, operational, and financial activities. This role functions as a central point of coordination, ensuring day-to-day tasks, documentation, and external relationships run smoothly and accurately. This position is well-suited for an experienced assistant who thrives in environments requiring discretion, independence, and strong judgment. Core Responsibilities Track and process routine financial activity across multiple accounts and business lines Coordinate payments, documentation, and approvals for recurring and one-time obligations Maintain organized records of statements, invoices, and transaction history Monitor account activity and flag items requiring attention or follow-up Support internal reporting and documentation accuracy Oversee general office organization, records, and correspondence Manage physical and digital filing systems Handle mail, deliveries, and document routing Create and update internal reference materials and workflows Provide support for special initiatives and time-sensitive requests Serve as a point of contact for professional service providers and vendors Coordinate scheduling, documentation, and follow-up with third parties Assist with oversight of contracted services and ongoing operational needs Provide trusted support for leadership-related tasks requiring discretion Assist with logistics, scheduling, and ad hoc requests Anticipate needs and proactively resolve issues before escalation High level of confidentiality and trust required Primarily on-site role with some flexibility as needed Fast-moving environment requiring adaptability and prioritization Independent work style with minimal oversight Qualifications 5+ years of experience supporting executives or senior leadership Strong organizational and time-management skills High attention to detail and follow-through Professional written and verbal communication skills Proficiency with Microsoft Office and digital tools Comfortable handling sensitive information and financial documentation Flexible schedule with availability outside standard hours when required

A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable. #J-18808-Ljbffr

About the Team ACCEL Schools is hiring a highly qualified 2nd Grade Teacher at Columbus Arts & Technology Academy in Columbus, Ohio dedicated to providing a superior education for all students for the upcoming 2025-2026 school year. We are seeking teachers who are passionate and dedicated to bringing the curriculum to life for each student. We want our teachers to be excited to create a positive classroom environment that prioritizes student learning and social-emotional development. Be part of the difference at Columbus Arts & Technology Academy! Columbus Arts & Technology Academy (CATA) is a public charter school serving East Columbus K-12 students with a well-rounded, college-prep education enriched with technology and arts instruction. The school is known for its nurturing teachers and staff and wide variety of educational opportunities including College Credit Plus and Career Technical Education. Columbus Arts & Technology Academy is part of ACCEL Schools, an established network of public charter schools serving K-12 students throughout the United States since 2014. About the Opportunity: Responsibilities of the Teacher include to- Prepare and deliver lesson plans with the ability to modify accordingly during the school year Differentiate instruction to meet the needs of all students Maintain accurate and complete records of students' progress and development Utilize research-based best practices in daily planning and classroom instruction Manage student behavior in the classroom Create a positive classroom environment for students to learn in Utilize school approved curricula that reflects the diverse educational, cultural, and linguistic backgrounds of the students Implement school-wide culture expectations and norms Communicate and meet with families regarding the academic and social-emotional growth of their child Incorporate technology skills into daily classroom practice to support learning Participate in the planning and implementation of non-instructional activities, as needed Collaborate and communicate effectively with colleagues Perform other duties as assigned About You: Active and current state of Ohio teaching license in appropriate content area Bachelor's degree in education or related field High level of comfort working in a growth-focused coaching environment based on frequent observations, debriefs, action planning, and progress monitoring Excellent written and verbal communication skills Ability to properly manage confidential information Able to supervise students of various ages in different school settings (playground, cafeteria, etc.) Ability to pass federal and state criminal background checks Experience working within an urban environment About Us "We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances." - Ron Packard, CEO & Founder ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities. We offer the following benefits: Compensation The salary range for this position is $41,500-51,000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate. Life benefits - time & peace of mind Paid time off Retirement contributions Optional Basic Life and AD&D insurance Voluntary life insurance (employee, spouse, child) Discounted childcare at Early Learning Academies locations Health benefits - stay well & thrive Medical, dental, and vision insurance Employee Assistance Program Voluntary short-term disability insurance Voluntary long-term disability insurance Career benefits - keep growing Career advancement opportunities throughout Accel Schools and our strong network of 4,000+ instructors and education professionals EQUAL EMPLOYMENT OPPORTUNITY It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists.

SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position! This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial. This position will include a structured path for growth, excellent benefits, and a competitive compensation package. In order to be considered for this opportunity, you must have the following: 3+ years' experience within IT audit or risk assessment Having an active, or near completed CISA, CIA, or CISM certification Previous experience working within a national and public firm Strong communication and collaboration skills If you meet the requirements above and are looking to learn more, please apply with an updated resume.

A leading financial strategy firm seeks an exceptionally talented attorney. Responsibilities include preparing and negotiating commercial agreements, supporting human resources, and providing actionable legal advice. The ideal candidate has 4-8 years of corporate legal experience and strong drafting skills. Compensation is competitive, with a base salary range of $170,000 to $225,000 USD, along with comprehensive benefits including fully paid medical and dental insurance, flexible spending accounts, and generous PTO policies. #J-18808-Ljbffr

A financial services firm in Stamford, Connecticut, is seeking an experienced Portfolio Risk Specialist to lead and expand its Risk Management Team. You will enhance risk management platforms, develop risk analysis metrics, and implement risk mitigation strategies for a growing portfolio of asset classes. The ideal candidate has over 5 years of experience in portfolio risk management and strong quantitative skills. A collaborative and friendly work environment awaits you, along with competitive compensation and comprehensive health benefits. #J-18808-Ljbffr

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr

We are seeking a Head of a LLM Application Team to lead the design and development of cutting‑edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real‑world applications and be excited to explore transformative use cases across quantitative research and trading. Responsibilities Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals. Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading. Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state‑of‑the‑art techniques to inspire transformative applications in systematic finance. Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state‑of‑the‑art techniques to enhance systematic investment strategies. Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities. Lead and build a high‑performing team of machine learning engineers and researchers, fostering innovation and excellence. Qualifications Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. 2+ years of experience in researching and applying LLM technologies. Proven leadership experience in managing a team of quantitative members. Benefits Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Pre‑tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. * Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. * Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. * Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. * Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: * Bachelors degree or equivalent. * 3 - 5 years relevant experience required. * Series 7 or ability to obtain within 150 days. * State securities agent registration (S63 or S66) or ability to obtain within 150 days. * Experience working in a client service environment. * Detail-oriented, strong math, and analytical skills. Good organization and time management skills. * Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. * Able to communicate with all levels within the organization. Process oriented and can work with a team. * Strong computer and software skills. Preferred Qualifications: * State IAR registration (S65 or S66) or ability to obtain within 150 days. * Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group

Company Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations. Responsibilities This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development. Essential Functions Supports leadership in PREIT portfolio lease execution. Create and update annual property budgets and creating forecasting models for region in Argus and Excel. Develop pro formas and projections for leasing representatives to help them in negotiating transactions. Develop and track pro formas for redevelopment projects. Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses. Build and maintain quarterly covenant calculations for term reporting. Participate in Regional Production meetings and ensure action items are addressed in a timely manner. Monitor performance of the property and identifying operations and challenges and implement strategies to respond. Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants. Prepare financial projections for the properties and portfolio, and for properties under consideration for development. Carry out special assignments/projects as assigned by management. Assist team in acquisition, disposition, and refinance initiatives. Qualifications Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable. 1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position. Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors. Excellent written and verbal communication skills Detail orientation demonstrated ability to multitask effectively, and strong analytical skills. Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus. Ability to work in Center City, Philadelphia office 4 days per week. Benefits 401(k) Health insurance

The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job. Qualifications: * High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking. * Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred. * Mortgage, credit counseling or lending experience preferred. * Knowledge of Bank operations, functions and organization preferred. * Must be proficient in Microsoft Office products (Candidate will be tested). * Communicate clearly and concisely, both orally and in writing. * Establish and maintain effective working relationships with those contacted in the course of work. * Strong interpersonal skills required. * The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines. * A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy. Principle Activities and Duties: * Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program. * Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions. * Attend evening and weekend events as required * Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit. * Review Home Ownership Program applications. * Actively researches for new community development partnerships that align with Community Development mission. * Order and review credit reports as requested. * Maintain updated filing/purging system to keep accurate count of program clients. * Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports. * Manage database of new clients via computer and create customer records. * Assist Community Development Officer with clients and follow-ups as needed. * Work in conjunction with Marketing Department on departmental booklet ads for events. * Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets. * Prepare for exams from the Office of the Comptroller of the Currency (OCC). * Verify/Investigate organizations as 501 (c3), non-profit. * Prepare and send notifications/official letters to approved organizations. * Assist VP with contribution budget preparation and monitoring. * All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation: 45,000-54,000

You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Schedule: Full-time | On-site presence required Industry: Industrial/Power/Data Center Construction We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery. What You'll Do: Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases. Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable. Track progress, analyze variances, and recommend adjustments to keep projects on target. Generate look-ahead schedules, performance reports, and updates for leadership and client reviews. Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health. Align construction and commissioning activities for smooth transitions and seamless project closeouts. What You Bring: Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience). 5+ years of experience scheduling large-scale industrial, data center, or power generation projects. Strong command of Primavera P6. Proven track record supporting both construction and commissioning phases. Excellent communication, organizational, and analytical skills. Ability to work on-site in New Albany, Ohio. Preferred Experience: EPC or large-scale construction background. Knowledge of commissioning processes and turnover documentation. Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools. If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.

KLR Executive Search Group is proud to partner with UC Funds. UC Funds is a fast-paced boutique private equity real estate firm. Founded in 2010, UC Funds operates as a vertically integrated specialty finance firm that originates, structures, underwrites, and asset manages commercial real estate investments. Most recently, UC Funds expanded its footprint in the Gulf Shores region with ONE Club Gulf Shores, a premier all-inclusive living community featuring a world-class 9 hole golf course, restaurant, pools, and fitness center, all open to outside members. This project showcases UC Funds' ability to pair innovative financing with creative development, delivering transformative lifestyle communities that elevate residential living while supporting local economic growth. Position Overview: In this newly established role as Property Manager at ONE Club Gulf Shores, you will help lead the entire operational team and play a pivotal role in shaping both the day-to-day resident experience and the long-term strategic direction of a growing community. With over 475 units currently under management and a recent acquisition of 150+ acres of land, the property is positioned for significant continued growth. Key Responsibilities: Support the VP of Property Operations and senior leadership by executing property-wide initiatives, operational standards, and community-wide programs. Coordinate and support on-site teams across maintenance, leasing, resident services, and amenities; assist with onboarding, coaching, and performance development to foster a service-oriented, hospitality-driven culture. Oversee day-to-day operations through regular site walks, inspections, reporting, and issue escalation; partner with Facilities and third-party vendors to ensure timely maintenance, repairs, compliance, safety, and overall curb appeal. Support leasing and marketing initiatives to drive occupancy, including digital and community visibility efforts; enhance resident engagement and satisfaction while tracking market conditions and performance metrics to inform operational planning. Qualifications: Bachelor's degree in a relevant field or equivalent experience 5+ years of residential property management experience Experience managing luxury, residential, and commercial/mixed-use assets, with extensive knowledge of building operations and maintenance. Proficiency with community management software, including Microsoft Office and Yardi, along with expertise in SEO marketing, budgeting, reporting, and financial management. This position is on-site, and we are seeking local candidates or those willing to relocate. Relocation assistance is available for interested candidates.

A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs. #J-18808-Ljbffr

Software Engineer Intern provides analytical and tier 2 technical support for business applications, creates and maintains documentation related to application support and implementation, and maintains application reliability by working to identify systemic issues through root cause analysis. ESSENTIAL FUNCTIONS: * Under direct supervision, support, install, troubleshoot, maintain and manage applications. * Test, implement, document, and maintain support FAQ's and solutions. * Triage support incidents and escalates high priority events to the appropriate groups. * Perform ongoing monitoring and health checks for applications. * Create automation solutions for support and maintenance tasks and activities. * Support and maintain applications and solutions using Visual Studio, .NET platform, SQL server, C#, or other equivalent languages/tools * Support and maintain solutions built on Microsoft SharePoint and Office 365. * Support and maintain enterprise content management solutions e.g. Fiserv Nautilus. * Support and maintain web applications using ASP.NET, JavaScript, HTML, CSS and other web technologies. * Support ETL solutions using SQL Server Integration Services (SSIS), SQL Server and other languages/tools. * Create and maintain architecture diagrams, design diagrams and data flow diagrams using Microsoft Visio or other equivalent tools. * Work with internal customers to assess business needs and works with a team to find solutions. * Create and maintain application documentation. * Analyze and improve the efficiency of various systems and services. * Help to define, record and execute application disaster recovery plans and procedures. * Work closely with tier 1 technical support teams and works as part of the tier 2 support team to ensure team is meeting the business' expectations. * Follow through to ensure each problem is resolved according to the established SLAs. * Work collaboratively with business users and other application development groups. * Complete and develop a working application that will be used by App Dev or NWB. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Preferably a Junior or Senior in college. We are looking for undergraduate students, specifically junior and seniors. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Job Title: Project Manager - MEP Salary: $100,000-$125,000 We are a well-established MEP contractor delivering mechanical, electrical, and plumbing projects across commercial and industrial environments. Due to continued growth, we are looking to appoint an experienced Project Manager to oversee projects from pre-construction through to completion. The Project Manager will be responsible for managing the delivery of MEP projects, coordinating internal teams, subcontractors, and suppliers to ensure work is completed safely, on time, within budget, and to specification. Key Responsibilities: Manage MEP construction projects from pre-construction through to closeout Develop and manage project schedules, budgets, and cost controls Coordinate subcontractors, suppliers, and internal project teams Act as the main point of contact for clients, consultants, and site teams Monitor project progress, quality, and safety compliance Manage change orders, variations, and commercial reporting Ensure projects are delivered in line with contractual requirements Requirements: Proven experience as a Project Manager within MEP, mechanical, electrical, or plumbing construction Strong understanding of MEP systems and construction processes Experience managing commercial or industrial construction projects Strong communication and stakeholder management skills Ability to manage multiple projects simultaneously Office-based role with regular site involvement This is a full-time, office-based position in Houston offering long-term career progression within a growing MEP contractor.

Top 3 must-have skill sets: Excellent written and verbal communication in English. Proficient in Microsoft Office suite. Prior experience with SAP is a plus. MBR Preparation & Scanning Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed). Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality. Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness. Records Control & Retrieval Manage secure storage and access permissions for scanned and physical MBRs. Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs Track requests, turnaround times, and document issuance/return to maintain chain-of-custody. Compliance & Data Integrity Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times. Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability. Support audits/inspections by preparing document packs, access lists, and evidence of control. Physical & Inventory Controls Maintain organized physical archives; perform periodic inventory and reconciliation of records. Required Qualifications: High school diploma or equivalent; some college or vocational training preferred. 1-3 years of experience in document control, records management, or manufacturing operations. Familiarity with GxP/GDP and SOP-driven environments. Proficiency with scanners and document management systems Strong attention to detail, accuracy, and time management

Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: This is a hands-on role, and you will be working to assist our prospects through the process of becoming bank customers. As Customer Onboarding Manager, you will work with the bank Chief Operating Officer to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team (for which you will be the starting member) will be responsible for managing the end to end onboarding cycle, ensuring that customers have a best-in class-experience. You will build collaborative relationships with key team members from across the organization, and will work closely with the compliance team. You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements. You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us. This is very much a hands-on role, and like the rest of the LevelFIeld Bank leadership team, the successful candidate will be responsible for getting the job done while growing the team in line with the increasing scale of the bank. We are seeking a doer, a leader, and a builder. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. We are seeking to build a cohesive and industry leading team, and working together we can make big things happen. Since we have discovered reading comprehension is a skill not everyone has mastered, to be clear there is NO OPPORTUNITY WHATSOEVER FOR REMOTE OR HYBRID arrangements for this role. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers. Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances. Leadership: Lead, mentor, and grow the Customer Onboarding team. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. About You We are searching for someone with proven process skills and high attention to detail within business critical operations. You must have experience in customer onboarding within a financial institution. Minimum of 5 years financial service industry experience (banking preferred); 3+ years in a customer service/on-boarding or similar role; At least 2+ years of people management experience. Willingness to work flexible working hours, as required. Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements. Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures. Excellent verbal and written communication skills Passion for revolutionizing banking and embracing innovation. Strong interpersonal skills with a commitment to delivering exceptional customer experiences. A team-oriented mindset with a drive to build something extraordinary. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $80,000-$130,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.

WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market inefficiencies. Our teams work collaboratively to drive the production of alphas and financial strategies - the foundation of a balanced, global investment platform. WorldQuant is built on a culture that pairs academic sensibility with accountability for results. Employees are encouraged to think openly about problems, balancing intellectualism and practicality. Excellent ideas come from anyone, anywhere. Employees are encouraged to challenge conventional thinking and possess an attitude of continuous improvement. Our goal is to hire the best and the brightest. We value intellectual horsepower first and foremost, and people who demonstrate an outstanding talent. There is no roadmap to future success, so we need people who can help us build it. Location: Old Greenwich, CT, New York, NY or West Palm Beach, FL The Role: We are seeking an exceptionally talented attorney to join our team to: Prepare and negotiate a high volume of varying commercial agreements for our US and international offices, such as vendor agreements, license/technology agreements, finance-related agreements, and service provider agreements; Take an active role in creating and updating template documents; Support human resources in connection with employment agreements and employment matters; Review and advise on marketing materials and promotional activities (including website content and social media); Handle corporate entity governance matters; Perform research in substantive areas driven by company initiatives; Collaborate effectively with colleagues across levels and functions; Contribute actively to both strategic goals and operational execution - no task is too big or too small; Liaise with external counsel primarily in an international setting; Provide clear, practical and actionable advice; Take ownership of deliverables from start to finish, with consistent follow-through and timely communication; Attend in-person and virtual meetings, as assigned; and Work alongside team members on day-to-day tasks and larger projects in support of global operations. What You'll Bring: 4-8 years of corporate and transactional legal experience; Depth of experience with a broad range of commercial agreements; Excellent drafting skills with a focus on clarity, precision and practical application; Ability to manage a high volume of work in a timely manner, while maintaining communication with stakeholders regarding expectations and outcomes; Experience in supporting various teams, including human resources and finance; The instinct to anticipate issues and address gaps proactively; Orientation towards action and ownership by following through, not just weighing in; Aptitude to quickly synthesize complex information and cultivate subject matter expertise in unfamiliar and emerging areas as needed; Ability to drive progress across multiple workstreams while navigating evolving business needs and adjusting priorities in a dynamic environment; Willingness to roll up sleeves and handle work on all levels; Professionalism and sound, practical business judgment, delivering business-oriented solutions; Reliable, service-oriented and highly attentive to detail and accuracy; Strong interpersonal skills reflected in clear communications, reliable responsiveness and humility; Comfort with working independently under limited supervision coupled with strong collaboration skills, with a keen sense of knowing when to align, when to escalate and when to execute; and Active membership in the Connecticut, New York State or Florida Bar (or eligible for authorized house counsel status), depending on location; and international experience a plus. Core Benefits: Fully paid medical and dental insurance for employees and dependents, flexible spending account, 401k, fully paid parental leave, generous PTO (paid time off) that consists of: twenty vacation days that are pro-rated based on the employee's start date, at an accrual of 1.67 days per month, three personal days, and ten sick days. Perks: Employee discounts for gym memberships, wellness activities, healthy snacks, casual dress code Training: learning and development courses, speakers, team-building off-site Employee resource groups Pay Transparency: WorldQuant is a total compensation organization where you will be eligible for a base salary, discretionary performance bonus, and benefits. To provide greater transparency to candidates, we share base pay ranges for all US-based job postings regardless of state. We set standard base pay ranges for all roles based on job function and level, benchmarked against similar stage organizations. When finalizing an offer, we will take into consideration an individual's experience level and the qualifications they bring to the role to formulate a competitive total compensation package. The base pay range for this position Is $170,000 - $225,000 USD. At WorldQuant, we are committed to providing candidates with all necessary information in compliance with pay transparency laws. If you believe any required details are missing from this job posting, please notify us at WQHR_*****************, and we will address your concerns promptly. By submitting this application, you acknowledge and consent to terms of the WorldQuant Privacy Policy. The privacy policy offers an explanation of how and why your data will be collected, how it will be used and disclosed, how it will be retained and secured, and what legal rights are associated with that data (including the rights of access, correction, and deletion). The policy also describes legal and contractual limitations on these rights. 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