Senior Consultant jobs at Visa - 2590 jobs

NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: San Diego: San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: JR116718We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## **Responsibilities:*** ## Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have* ## Create High level solution implementation design and resolve deployment challenges* ## Analyze and validate enterprise business process and drivers to determine impact on solution and architectures* ## Determine appropriate future state architectures and mechanisms optimizing existing customer solutions* ## Negotiated and white board different strategies and approach with prospects and customers* ## At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* ## Maintain relationships with senior technologies in other departments/regions* ## Provide feedback on learning from involvement in project activity to further refine the target architecture Documentation on all designs and implementations should be completed according to the firm's standards* ## Manages the scope of the project and controls change management.## ## ## **Required Qualifications:*** ## 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* ## Strong understanding of Agile or Waterfall implementation methods* ## 5+ years deep understanding of business processes* ## Excellent Interpersonal and communication Skills* ## 5+ years' experience in accounting industry or project work that developed an understanding of accounting principles* ## Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* ## Demonstrated initiative in researching and understanding the implications of emerging technology specific skills* ## Manage and configure MultiBook for multi-currency and multi-entity reporting. Oversee tax engine setup (Legacy and SuiteTax) and ensure accurate tax configurations for non-U.S. countries, with a strong emphasis on Europe and Asia* ## Implement and maintain localization settings for international compliance Design and manage intercompany processes, including NetSuite setup and inventory movements (PO/SO)* ## Drive financial consolidation and develop custom financial reports using NetSuite reporting tools* ## Ensure familiarity with e-invoicing concepts and compliance requirements* ## Collaborate with global teams to support tax and regulatory requirements across multiple jurisdictions* ## Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* ## Experience with complex system integrations* ## Intercompany transactions* ## Complex revenue Recognition rules such as ASC 606## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr

A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr

A leading financial technology company is seeking a seasoned professional for an Information Security Management role. You will be a key regulatory contact and will lead risk assessments and compliance efforts while engaging with financial regulators. The ideal candidate will have over 10 years of experience in information security and a background in financial services or banking. Generous compensation and benefits are offered, with a salary range of $196,000 - $245,000 USD. #J-18808-Ljbffr

A leading financial institution in New York is seeking an experienced Private Client Banker to manage client banking relationships. You will provide exceptional service, educate clients on digital banking solutions, and actively engage in acquiring new clients. A high school degree is required plus experience in financial services sales. This role expects a strong relationship-oriented approach and excellent communication skills, offering a dynamic work environment with development opportunities. #J-18808-Ljbffr

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.We (RSM US, LLP) are looking for a growth-minded, tech-savvy, Partner/Principal for our Management Consulting - Technology Advisory Solution Practice to provide innovative digital strategy and senior advisory management consulting services to improve the overall effectiveness of our clients' digital technology environments.As a Principal, you will need to:* Demonstrate strong regulatory technical expertise coupled with outstanding financial services industry experience.* Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients.* Ability to assess and communicate regulatory, technology and risk considerations while leveraging cross functional teams to drive expertise through the talent and client experience.* Lead the development of innovative solutions and approaches to serving clients based on evolving technological tools and trends.* Build and sustain effective third-party relationships with regulatory compliance and automation technology firms, as relevant to the execution of the strategy.* Enhance Firm capability to respond to high-profile client needs as it relates to significant, complex compliance remediation and/or program transformation.* Effectively manage, motivate, and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients.* Leverage your existing network and personal brand in the marketplace to drive growth, which includes identifying and securing new opportunities.* Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery, and engagement risk of all client-related work within the portfolio.* Responsibility for managing P&L, including driving net services and managing to margin metrics* Leading multiple high-profile client relationships simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives.* Recruit and retain future leaders of the firm.* Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues.* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.**Responsibilities*** Discover and deliver digital management consulting opportunities for clients looking to optimize their performance.* Work with new prospects and existing clients to identify the optimal digital strategy for them with supporting roadmap of activities that will enable clients to achieve their growth goals.* Help grow the Tech Advisory sales through business development, relationship development, and industry and market aligned growth activities.* Support, mentor, and grow an existing team of Tech Advisory professionals to continue and accelerate our ongoing growth trajectory.* Be well-versed in existing and emerging technology paradigms such as Digital Strategy and Transformation, AI, Analytics, IT Target Operating Models, Automation, ERP, Cloud, Enterprise Architecture, ITSM etc.* Lead all client delivery activities and discovery sessions that include requirements gathering and desired workflows with clients to understand and document their business needs (i.e. budget forecasting, financial reporting, and consolidation)* Serve as a liaison between stakeholders and users* Define business requirements for a number of different types of technology engagements* Interact and communicate effectively with managers and middle management executives* Assist the project teams through agreed upon phases on a variety of projects which could include best practices, process re-engineering, finance strategy and organizational development, business integration planning and execution, performance management software selection, design and implementation, ERP software selection, implementation, and optimization or operational and IT strategy assessments and due diligence* Provide analysis, development and documentation of improvement opportunities* Facilitate user workshops to gather and document business needs, requirements, weaknesses and challenges* Continuously learn to better understand RSM's array of services, with the intent to enhance value to our clients* Stay up to date on the latest process and IT advancements to automate and modernize systems and regulations* Effectively document and communicate your insights and plans to cross-functional team members and management* Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions* Prioritize initiatives based on business needs and requirements* Provide leadership, training, coaching, and guidance to junior staff* Gather critical information from meetings with various stakeholders and produce useful reports* Provide thought leadership through presentations or writing such as blogs or RSM content either individually or jointly with other RSM team members* Network internally and externally to develop sales opportunities* Establish yourself as a trusted advisor to clients, while managing their expectations* Manage multiple projects and project teams to deliver exceptional client experience**Qualifications*** A minimum of 12-15 years of previous experience delivering Digital Strategies, IT Transformations. information technology integration, outsourcing, and/or management consulting services* Experience selling and delivering IT consulting services/solutions of which encompassed digital strategy, people, and process, technology and infrastructure components* Experience with ERP, CRM, financial reporting, portal, accounting systems* Industry experience in one or more of our key industries - Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector.* Strong oral and written communication skills, including high-impact client-facing communications* Critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems* Solid understanding of IT application lifecycle, IT general controls and methods* Experience with project management, business process re-engineering, business intelligence software design and implementation, ERP implementation, or merger/integrations* Experience building and maintaining client relationships and sales* Basic understanding of Data Privacy regulations* Familiarity with methodologies, tools, and approaches to support the practice* Experience with various software solutions including Microsoft Project, Visio, PowerPoint and Word* Bachelor's degree in Information Technology, Management Information Systems, Computer Science or related field and/or a technology focused MBA* Ability and willingness to travel up to 50% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national #J-18808-Ljbffr

A leading CI/CD platform provider in San Francisco is seeking a candidate with expertise in software deployment and community engagement to contribute to technical content creation. Responsibilities include writing insightful blog posts and collaborating with various teams, especially in AI. Ideal candidates should have over 7 years' experience in production software shipping, clear communication skills, and an authentic online presence. Join a company committed to employee wellbeing and inclusive practices. #J-18808-Ljbffr

A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth. #J-18808-Ljbffr

GoodLeap is a technology company delivering best‑in‑class financing and software products for sustainable solutions, from solar panels and batteries to energy‑efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI‑powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award‑winning nonprofit, GivePower, which is building and deploying life‑saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Position Summary About the Role: As a Senior Software Engineer in the Documents domain, you will play a critical role in designing and developing innovative solutions that power GoodLeap's document lifecycle management. You'll work on building systems that ensure the accuracy, compliance, and efficiency of document‑related processes, collaborating closely with engineers and product managers to deliver high‑impact features. This role demands exceptional attention to detail and the ability to analyze legal documents, business requirements, the lifecycle of a loan and translating them into effective technical solutions. You'll focus on hands‑on development, championing best practices in code quality, testing, and scalability. Your work will directly impact how GoodLeap delivers seamless and reliable document solutions to partners and customers. We're looking for someone who can contribute as an outspoken team member-actively sharing ideas, providing constructive feedback, and driving discussions to improve the team's performance. If you're excited about solving complex challenges, leading by example, and seeing your work in action, this role is for you. Join us to be part of a team that values curiosity, ownership, and innovation-all while contributing to a mission that empowers businesses and drives sustainable solutions. About the Team The Documents domain is at the heart of GoodLeap's mission to simplify and streamline the loan lifecycle, overseeing everything from document generation to signing and vaulting. This team is responsible for building and optimizing tools that handle over 16,000 unique document variations, ensuring seamless integration with platforms like DocuSign, Salesforce, and eOriginal. The team is dedicated to improving document automation, data consistency, and compliance by developing innovative solutions that meet the needs of both internal and external stakeholders. With a focus on understanding the complexities of legal documents and business requirements, we strive to deliver solutions that are accurate, compliant, and user‑friendly. We prioritize code quality, robust testing pipelines, dashboards, and automation to deliver reliable and efficient document management systems. With a mix of greenfield projects and system enhancements, the team continuously pushes the boundaries of technology to create impactful solutions. On the technical side, the team leverages technologies like React, Node.js, Typescript, Nest.js, Serverless, SST, DynamoDB, AWS Lambda, API Gateway, Kafka, Event‑Driven Architecture, and Webhooks to build and maintain scalable systems. Essential Job Duties and Responsibilities Design, develop, and maintain scalable, high‑quality web applications and APIs, focusing on Node.js and AWS services. Build secure, reliable, and compliant solutions for document generation, signing, and vaulting with an emphasis on scalability, performance, and maintainability. Collaborate with cross‑functional teams, product managers, and legal experts, to deliver features that meet legal and business requirements. Analyze legal documents and business needs to design technical solutions that ensure compliance and accuracy. Write testable, reliable code and implement continuous deployment practices for production systems. Participate in design and code reviews, providing technical feedback to uphold engineering excellence. Mentor and support the career development of engineers through pair programming, technical guidance, and knowledge sharing. Analyze and optimize application code, APIs, and distributed systems to ensure efficiency and reliability. Deploy, monitor, and troubleshoot large‑scale systems to maintain high availability and resolve issues in a timely manner. Stay current with emerging technologies, driving hands‑on implementation and innovation across the platform. Required Skills, Knowledge, and Abilities Strong problem‑solving and algorithmic skills typical of any software engineering role. Extensive experience with one or more of the following technologies: React, Node.js, Typescript, Nest.js, Serverless, SST, DynamoDB, AWS Lambda, API Gateway, and Kafka, coupled with a strong aptitude for learning new tools and frameworks. Experience building RESTful APIs and working with databases. In‑depth knowledge of large‑scale web application design, including clustering, caching, performance tuning, and scalability strategies. An ability to understand and translate legal documents and business requirements into technical solutions. Strong written and verbal communication skills, with an ability to explain technical concepts to diverse audiences. Ideal Candidate values Attention to detail and accuracy, particularly when dealing with legal documents and business requirements. Collaboration and consensus‑building as patterns for problem‑solving. Transparency in the face of ambiguous or difficult situations. “Getting stuff done” through simple, pragmatic iteration and a strong focus on user needs. A high level of curiosity and staying abreast of the latest technologies. Proactively resolving problems and displaying a strong sense of ownership. Challenging the status quo when it makes sense to do so. $137,000 - $160,000 a year In addition to the above salary, this role may be eligible for a bonus. Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI. #J-18808-Ljbffr

A leading real estate investment firm in Boca Raton is seeking a Vice President / Director / Managing Director to lead debt investment strategies. The candidate will have 7+ years of experience in real estate debt investing, demonstrating strong analytical and negotiation skills. Key responsibilities include sourcing loans, managing transactions, and overseeing portfolio performance. The role offers comprehensive benefits, including health insurance and a competitive 401(k) plan, fostering an empowering work environment. #J-18808-Ljbffr

A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr

A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans. #J-18808-Ljbffr

A cloud-based HR solutions provider is seeking an HR Consultant to enhance people operations for small business clients in San Francisco. The role requires 4-8 years of HR experience, strong communication skills, and proficiency with HR technology. Daily responsibilities include leading hiring and onboarding processes, providing coaching on performance management, and managing HR data. This position offers a competitive salary ranging from $119,000 to $140,000/year in San Francisco, with office expectations for hybrid workers. #J-18808-Ljbffr

Regular Your opportunity *In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities* As part of our Wealth Services team, the Wealth Consultant Partner is an essential member of an elite team providing high-touch service and on-going support for the wealth management needs of the ultra-high net worth client. In partnership with the Sr. Wealth Consultant, the Wealth Consultant Partner will deliver exceptional service, help to grow and deepen client relationships, while also delivering advice with the practice clients of the Sr. Wealth Consultant. As a Wealth Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one up to three Sr. Wealth Consultants. In a team-based model, tasks can be completed as directed by your Sr. Wealth Consultant(s), in partnership with, or independently with check-ins: Provide direct, dedicated support for Sr. Wealth Consultant(s) and their practice clients. Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions. Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Wealth Consultant(s) to close the business. Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Wealth Consultant(s). Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Wealth Consultant(s). Update and compile client information through Schwab's internal customer relationship management (CRM) tool. Identify leads and proactively generate ideas to connect with clients and prospects. Set and prepare for appointments, e.g., review planning status, life events, suitability updates. Manage and perform activities in preparation for, and following, client appointments with designated Sr. Wealth Consultant(s). Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects. Support the business development and relationship building activities of the Sr. Wealth Consultant(s) by following up on referrals and engaging with prospective clients. Leverage key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed. Partner with Sr. Wealth Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch. Participate in or conduct the initial client on-boarding process. Assist Sr. Wealth Consultant(s) with client segmentation and client engagement blue prints; leverage Connect mailings, branch workshops, as well as regional/national events. What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem-solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team-based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity *In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities* As part of our Wealth Services team, the Wealth Consultant Partner is an essential member of an elite team providing high-touch service and on-going support for the wealth management needs of the ultra-high net worth client. In partnership with the Sr. Wealth Consultant, the Wealth Consultant Partner will deliver exceptional service, help to grow and deepen client relationships, while also delivering advice with the practice clients of the Sr. Wealth Consultant. As a Wealth Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one up to three Sr. Wealth Consultants. In a team-based model, tasks can be completed as directed by your Sr. Wealth Consultant(s), in partnership with, or independently with check-ins: Provide direct, dedicated support for Sr. Wealth Consultant(s) and their practice clients. Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions. Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Wealth Consultant(s) to close the business. Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Wealth Consultant(s). Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Wealth Consultant(s). Update and compile client information through Schwab's internal customer relationship management (CRM) tool. Identify leads and proactively generate ideas to connect with clients and prospects. Set and prepare for appointments, e.g., review planning status, life events, suitability updates. Manage and perform activities in preparation for, and following, client appointments with designated Sr. Wealth Consultant(s). Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects. Support the business development and relationship building activities of the Sr. Wealth Consultant(s) by following up on referrals and engaging with prospective clients. Leverage key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed. Partner with Sr. Wealth Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch. Participate in or conduct the initial client on-boarding process. Assist Sr. Wealth Consultant(s) with client segmentation and client engagement blue prints; leverage Connect mailings, branch workshops, as well as regional/national events. What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem-solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team-based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr

A leading financial services company in Seattle is seeking a Tax Credits Operations expert. This role focuses on resolving customer inquiries regarding tax credits, educating small businesses, and improving processes. Ideal candidates have at least 2 years of customer-facing experience in technology or financial services. A detail-oriented, proactive problem solver is essential. The company offers competitive compensation and a collaborative workplace environment. #J-18808-Ljbffr

A tech-forward company is seeking a Senior Manager, Contracts Management and Operations to drive contract management innovations. This role involves owning the vendor contracting process while implementing AI-driven systems for efficiency. Candidates should possess over 7 years of contract management experience and a passion for leveraging technology to optimize legal processes. An effective communicator, you will collaborate across departments and embrace the challenge of transforming contract operations within the organization in a hybrid work model. #J-18808-Ljbffr

A leading financial services company in Seattle is seeking a Tax Credits Operations expert. This role focuses on resolving customer inquiries regarding tax credits, educating small businesses, and improving processes. Ideal candidates have at least 2 years of customer-facing experience in technology or financial services. A detail-oriented, proactive problem solver is essential. The company offers competitive compensation and a collaborative workplace environment. #J-18808-Ljbffr

A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr