Banking and Financial Services Jobs in Berkeley California Remote
305 positions found
Position title:
Lecturer
Salary range:
The UC academic salary scales set the minimum pay at appointment. See the following table for the current salary scale for this position:
The current full-time salary range for this position is $68,247-$192,040.
Percent time:
Positions may range up to 33% time.
Review timeline:
Please note: The use of a lecturer pool does not guarantee that an open position exists. See the review date specified in AP Recruit to learn whether the Department is currently reviewing applications for a specific position. If there is no future review date specified, your application may not be considered at this time.
Applications are typically reviewed for summer session course needs in April, fall course needs in May, and in November for spring course needs.
Position duration:
Initial appointments are one semester to one year.
Application Window
Open date: May 1, 2025
Most recent review date: Tuesday, Sep 16, 2025 at 11:59pm (Pacific Time)
Applications received after this date will be reviewed by the search committee if the position has not yet been filled.
Final date: Thursday, Apr 30, 2026 at 11:59pm (Pacific Time)
Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.
Position description
Lecturer - Sustainable and Impact Finance - Haas School of Business
The Haas School of Business at the University of California, Berkeley is generating an applicant pool of qualified temporary instructors to teach courses in the Sustainable and Impact Finance initiative (especially for the Sustainable Investment Fund and the Climate Solutions Finance course but also other courses covering material in climate and impact financial intermediation or entrepreneurial finance, public-private partnerships, and climate finance solutions), should an opening arise. The pool will remain in place for one year.
General Duties:
In addition to teaching responsibilities, general duties include:
* Holding office hours
* Assigning grades
* Advising students
* Preparing course materials.
Haas School of Business is committed to creating an inclusive environment, one that is supportive of all individuals, regardless of background. We are committed to building an excellent and diverse faculty, staff, and student body, and we welcome applicants whose experiences have prepared them to contribute to this commitment.
UC lecturers are academic appointees and are represented by an exclusive bargaining agent, University Council - American Federation of Teachers (UC-AFT). This position is represented by the bargaining unit.
For those who are not US citizens or permanent residents, a legal permit that allows work in the United States (such as a US visa that allows employment) is required by the start date of the position. The department is unable to provide a visa/work permit.
Under Federal Law, the University of California may employ only individuals who are legally able to work in the United States as established by providing documents specified in the Immigration Reform and Control Act of 1986.
Unit: saif/
Qualifications
Basic qualifications (required at time of application)
The minimum qualification to be an applicant is a Bachelor Degree or equivalent international degree at time of application.
Additional qualifications (required at time of start)
A minimum of four years in the professional practice in relevant field to the course being taught.
Preferred qualifications
A minimum of 5 years' experience in the professional practice of sustainable finance, ESG investing, early stage venture capital, climate or energy transition investment, or impact investing strategy. Higher education teaching experience and advanced degree by start date are preferred.
Application Requirements
Document requirements
Curriculum Vitae - Your most recently updated C.V.
Cover Letter (Optional)
Reference requirements
- 3 required (contact information only)
Apply link:
JPF04877
Help contact:
About UC Berkeley
UC Berkeley is committed to diversity, equity, inclusion, and belonging in our public mission of research, teaching, and service, consistent with UC Regents Policy 4400 and University of California Academic Personnel policy (APM 210 1-d). These values are embedded in our Principles of Community, which reflect our passion for critical inquiry, debate, discovery and innovation, and our deep commitment to contributing to a better world. Every member of the UC Berkeley community has a role in sustaining a safe, caring and humane environment in which these values can thrive.
The University of California, Berkeley 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, age, or protected veteran status.
For more information, please refer to the University of California's Affirmative Action and Nondiscrimination in Employment Policy and the University of California's Anti-Discrimination Policy.
In searches when letters of reference are required all letters will be treated as confidential per University of California policy and California state law. Please refer potential referees, including when letters are provided via a third party (i.e., dossier service or career center), to the UC Berkeley statement of confidentiality prior to submitting their letter.
As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.
Unless stated otherwise, unambiguously, in the position description, this position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.
As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct.
- "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment or discrimination, as defined by the employer.
- UC Sexual Violence and Sexual Harassment Policy
- UC Anti-Discrimination Policy
- APM - 035: Affirmative Action and Nondiscrimination in Employment
Job location
Berkeley, CA
Position title:
Lecturer, Lecturer in Summer Sessions
Salary range:
The UC academic salary scales set the minimum pay at appointment. See the following table for the current salary scale for this position:
The current full-time salary range for this position is $70,977-$199,722.
Percent time:
Positions may range up to 33% time.
Review timeline:
Please note: The use of a lecturer pool does not guarantee that an open position exists. See the review date specified in AP Recruit to learn whether the Department is currently reviewing applications for a specific position. If there is no future review date specified, your application may not be considered at this time.
Applications are typically reviewed for summer session course needs in April, fall course needs in May, and in November for spring course needs.
Position duration:
Initial appointments are one semester to one year.
Application Window
Open date: October 1, 2025
Most recent review date: Wednesday, Oct 15, 2025 at 11:59pm (Pacific Time)
Applications received after this date will be reviewed by the search committee if the position has not yet been filled.
Final date: Wednesday, Sep 30, 2026 at 11:59pm (Pacific Time)
Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.
Position description
The Haas School of Business at the University of California, Berkeley is generating an applicant pool of qualified temporary instructors to teach courses in Finance should an opening arise. The pool will remain in place for one year.
General Duties:
In addition to teaching responsibilities, general duties include:
* Holding office hours
* Assigning grades
* Advising students
* Preparing course materials.
Guided by a mission to develop leaders who redefine how we do business, Haas champions a culture anchored in its defining leadership principles. We support faculty by providing a collaborative scholarly community, mentorship, and strong support for teaching.
Applicants are considered for positions as needs arise; the existence of this pool does not guarantee that a position is available.
UC lecturers are academic appointees and are represented by an exclusive bargaining agent, University Council - American Federation of Teachers (UC-AFT). This position is represented by the bargaining unit.
For those who are not US citizens or permanent residents, a legal permit that allows work in the United States (such as a US visa that allows employment) is required by the start date of the position. The department is unable to provide a visa/work permit.
Under Federal Law, the University of California may employ only individuals who are legally able to work in the United States as established by providing documents specified in the Immigration Reform and Control Act of 1986.
School: about/the-haas-difference/our-culture/
Qualifications
Basic qualifications (required at time of application)
The minimum qualifications to be an applicant are a Bachelor Degree or equivalent international degree completed at time of application.
Additional qualifications (required at time of start)
A minimum of four years in the professional practice in relevant field to the course being taught.
Preferred qualifications
A minimum of 2 years' experience in the professional practice of Finance at a business, government or not-for-profit organization by start date. Higher education teaching experience across the three sectors: business, nonprofit and public, and an advanced degree by start date are preferred.
Application Requirements
Document requirements
Curriculum Vitae - Your most recently updated C.V.
Cover Letter (Optional)
Reference requirements
- 3 required (contact information only)
Apply link:
JPF05069
Help contact:
About UC Berkeley
UC Berkeley is committed to diversity, equity, inclusion, and belonging in our public mission of research, teaching, and service, consistent with UC Regents Policy 4400 and University of California Academic Personnel policy (APM 210 1-d). These values are embedded in our Principles of Community, which reflect our passion for critical inquiry, debate, discovery and innovation, and our deep commitment to contributing to a better world. Every member of the UC Berkeley community has a role in sustaining a safe, caring and humane environment in which these values can thrive.
The University of California, Berkeley 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, age, or protected veteran status.
For more information, please refer to the University of California's Affirmative Action and Nondiscrimination in Employment Policy and the University of California's Anti-Discrimination Policy.
In searches when letters of reference are required all letters will be treated as confidential per University of California policy and California state law. Please refer potential referees, including when letters are provided via a third party (i.e., dossier service or career center), to the UC Berkeley statement of confidentiality prior to submitting their letter.
As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.
Unless stated otherwise, unambiguously, in the position description, this position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.
As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct.
- "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment or discrimination, as defined by the employer.
- UC Sexual Violence and Sexual Harassment Policy
- UC Anti-Discrimination Policy
- APM - 035: Affirmative Action and Nondiscrimination in Employment
Job location
Berkeley, CA
e.l.f. Beauty, Inc. stands with every eye, lip, face and paw. Our deep commitment to clean, cruelty free beauty at an incredible value has fueled the success of our flagship brand e.l.f. Cosmetics since 2004 and driven our portfolio expansion. Today, our multi-brand portfolio includes e.l.f. Cosmetics, e.l.f. SKIN, pioneering clean beauty brand Well People, Keys Soulcare, a groundbreaking lifestyle beauty brand created with Alicia Keys and Naturium, high-performance, biocompatible, clinically-effective and accessible skincare.
In our Fiscal year 25, we had net sales of $1 Billion and our business performance has been nothing short of extraordinary with 26 consecutive quarters of net sales growth. We are the #2 mass cosmetics brand in the US and are the fastest growing mass cosmetics brand among the top 5. Our total compensation philosophy offers every full-time new hire competitive pay and benefits, bonus eligibility (200% of target over the last four fiscal years), equity, flexible time off, year-round half-day Fridays, and a hybrid 3 day in office, 2 day at home work environment. We believe the combination of our unique culture, total compensation, workplace flexibility and care for the team is unmatched across not just beauty but any industry.
Visit our Career Page to learn more about our team: SummaryThe FP&A Summer e.l.f.tern will support the Financial Planning & Analysis team with forecasting, variance analysis, reporting, and data visualization focused on the Marketing organization. This role provides hands-on exposure to financial planning processes, cross-functional collaboration, and executive-level reporting, offering a strong foundation in how finance partners with the business to drive decision-making.
Responsibilities:
- Participate in financial forecasting, monthly variance analysis, and internal reporting with a focus on marketing functions
- Support month-end and quarter-end close activities, including documentation of forecast changes
- Prepare monthly analyses tied to marketing initiatives to support business decisions
- Explore opportunities for data visualization and storytelling, translating large data sets into clear, actionable insights
- Collaborate with cross-functional partners on financial analysis for business cases
- Contribute to profitability initiatives and process improvements across business units
- Support scenario planning and what-if analysis as part of ad hoc requests
- Collaborate with the FP&A team on special projects as needed
- Must be available for the full internship period: June 15th - August 21st
- Must be a rising junior or senior at the time of the internship
- Currently pursuing a degree in Finance, Accounting, Business, or a related field
- Strong proficiency and curiosity in Excel; familiarity with P&L structures
- Basic understanding of accounting principles and financial reporting
- Ability to synthesize large data sets and deliver actionable insights
- Excellent written, verbal, and interpersonal communication skills
- Highly organized with the ability to multitask, prioritize, and manage multiple deadlines
- Solution-oriented, innovative, and eager to contribute ideas
- Strong work ethic, integrity, and commitment to high-quality execution
- This summer, the FP&A e.l.f.tern will support monthly forecasting cycles by attending forecasting meetings, assisting with documentation of changes, and contributing to marketing-focused financial analysis. The intern will also help deliver a recurring marketing data visualization project each month, leveraging large data sets, pivot tables, and presentation materials shared with leadership. In addition, the role will support ongoing ad hoc analyses, providing meaningful exposure to real-time financial decision-making and core FP&A workflows.
DEADLINE TO APPLY IS SUNDAY, APRIL 12, 2026, AT 11:59 PM
IF YOU ARE INTERESTED, PLEASE APPLY IMMEDIATELY
A resume and cover letter are not required with your application, but highly encouraged.Be ready to rethink your assumptions about the public sector.Dedicated and motivated colleagues?Beautiful, highamenitybuilding for on-site work and collaboration? Flexible schedules and hybrid work options? Yes, yes, and yes!
ABOUT MTC
The Metropolitan Transportation Commission (MTC) is the transportation planning, financing, and coordinating agency for the nine-county San Francisco Bay Area. MTC is the federally designated Metropolitan Planning Organization (MPO) and the state designated Regional Transportation Planning Agency (RTPA) for the nine-county San Francisco Bay Area. MTC is committed to being an equitable and inclusive workplace. MTC provides services to the Association of Bay Area Governments (ABAG). For more information about MTC, visit THE SECTION
This position is in the Funding Policy and Programs (FPP) section serving MTC. FPP develops and implements regional transportation funding policies, allocates funding for various transportation projects and programs, and reviews projects for consistency with regional priorities and applicable regulations.
ABOUT THE ROLE
The TIP Administrator will support the Metropolitan Transportation Commission in the programming and delivery of over $11 billion in near-term transportation funding for transportation projects throughout the nine county San Francisco Bay Area.
Under the direction of the Principal of Federal Fund Management, the TIP Administrator will assist in the development and maintenance of the multi-year spending plan for transportation projects in the San Francisco Bay Area, referred to as the Transportation Improvement Program (TIP). The position will also support the administration of regional grant programs.
This position will be filled at either the Planner Analyst II classification (salary grade VII) or the Planner Analyst III classification (salary grade VIII) depending on years of experience and qualifications.
Under the general direction of the Principal for Fund Management and Program Delivery, the TIP Administrator will be tasked with the following:
- Assist in the development and management of the region's four-year federal transportation improvement plan (or TIP).
- Prepare and present various reports and analyses of regional transportation investments, including how investments align with the region's long-range plan, equity goals, and federal performance requirements.
- Prepare and process TIP revisions in a timely manner.
- Ensure TIP remains accurate and in compliance with applicable federal, state, and regional regulations, statutes, and guidance.
- Support implementation of TIP project database enhancements and upgrades.
- Coordinate team of multidisciplinary internal staff, consultants, and external system users.
- Assist with testing and training to ensure accuracy and integrity of the data in the system.
- Assist with the implementation of various regional fund programs and initiatives, including the One Bay Area Grant (OBAG) program.
- Support program administration, including revisions, monitoring local compliance, and coordinating with project sponsors.
- Represent MTC at meetings, prepare and review written reports and memoranda, and make presentations before MTC committees, executive staff, and other agencies.
- Perform other job-related duties as needed or assigned.
KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of:
- Principles and techniques of transportation funding and programming, especially related to funds and programs administered by the Federal Highway Administration (FHWA)
- Government transportation programs and funding procedures
- Funding and political environment of the Bay Area transportation systems
Skills and Abilities
- Strong attention to detail and experience accurately managing and analyzing large datasets.
- Demonstrated experience and proficiency working in Microsoft Excel.
- Excellent multi-tasking, time management, and independent problem-solving skills.
- Ability to work independently and as an effective member of a team, including ability to meet unanticipated needs and adapt to changing policy and regulatory direction.
- Excellent written and verbal communication skills, including ability to effectively represent the agency publicly at working groups with external agencies and prepare written policy memoranda and reports.
- Excellent interpersonal skills, including the ability to develop and maintain positive working relationships with internal staff as well as key staff at various external agencies
MINIMUM QUALIFICATIONS
Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities listed. A typical way to obtain the required qualifications would be:
Planner/Analyst II:Equivalent to a bachelor's degree from an accredited college or university with major coursework in planning, civil engineering, environmental science, communications, business or public administration, or a related field and two (2) years of increasingly responsible professional level experience in a field related to assigned area of responsibility.
Planner/Analyst III:Equivalent to a bachelor's degree from an accredited college or university with major coursework in planning, civil engineering, environmental science, communications, business or public administration, or a related field and five (5) years of increasingly responsible professional experience in a field related to assigned area of responsibility.
PREFERRED QUALIFICATIONS
Education and Experience:A Master's degree is desirable. Prior experience with transportation planning, programming, and project delivery is preferred.
EMPLOYMENT REQUIREMENTS
Successful completion of a background check, professional references and the Employment Eligibility Verification Form I-9.
DISABILITY
The Human Resources Department will make reasonable efforts in the recruitment or skills assessment process to accommodate applicants with disabilities. If selected for an interview or testing, and you require accommodation, please notify the Human Resources Department when confirming your interview or test.
APPLICATION ASSISTANCE
If you need technical assistance with your online application, please contact Applicant Support at (855) 524-5627, available from 8:00 AM to 5:00 PM (PST) Monday through Friday, excluding holidays.
All MTC employees are designated Disaster Service Workers through state and local law (California Government Code Section 31 Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.PDN-a15398ae-1290-4754-a5a6-cc02ea83d763
e.l.f. Beauty, Inc. stands with every eye, lip, face and paw. Our deep commitment to clean, cruelty free beauty at an incredible value has fueled the success of our flagship brand e.l.f. Cosmetics since 2004 and driven our portfolio expansion. Today, our multi-brand portfolio includes e.l.f. Cosmetics, e.l.f. SKIN, pioneering clean beauty brand Well People, Keys Soulcare, a groundbreaking lifestyle beauty brand created with Alicia Keys, Naturium, high-performance, biocompatible, clinically-effective and accessible skin care, and our newest brand, rhode, a line of curated skincare essentials, formulated for a variety of skin types and needs with high performance ingredients, it's a daily routine that nourishes your skin barrier over time.
In our Fiscal year 25, we had net sales of $1 Billion and our business performance has been nothing short of extraordinary with 28 consecutive quarters of net sales growth. We are the #2 mass cosmetics brand in the US and are the fastest growing mass cosmetics brand among the top 5. Our total compensation philosophy offers every full-time new hire competitive pay and benefits, bonus eligibility (200% of target over the last six fiscal years), equity, flexible time off, year-round half-day Fridays, and a hybrid 3 day in office, 2 day at home work environment. We believe the combination of our unique culture, total compensation, workplace flexibility and care for the team is unmatched across not just beauty but any industry.
Visit our Career Page to learn more about our team: the Role
The Global Payroll Manager (North America) will oversee end-to-end payroll operations across the United States and Canada, serving as our technical payroll regulatory expert. This role will focus on establishing scalable infrastructure, standardized processes, and performance frameworks to support our global operations and enable future growth and geographic expansion.
This position is ideal for a hands-on payroll leader who thrives in fast-paced, ambiguous, and rapidly growing environments. The successful candidate will have deep technical expertise in North American payroll regulations, significant experience in payroll and HR system configuration and reporting customization, and a proven track record of driving operational excellence through automation, process optimization, and quality oversight with quantifiable metrics.
This role requires strong business process management capabilities and the ability to work effectively across time zones, partnering closely with our India-based payroll team to ensure seamless global payroll operations.
Responsibilities:
- Oversight over end-to-end payroll operations, compliance, and transformation for North America (U.S. and Canada), with potential future geographic expansion.
- Serve as the technical payroll regulatory expert for North American Payroll statutory requirements, tax compliance, and regulatory reporting (Sarbanes-Oxley (SOX), federal, state/provincial, and local).
- Design, implement, and maintain foundational payroll processes, controls, and organizational infrastructure to support current and future-state operations.
- Drive payroll system configuration, integration, and reporting customization initiatives across payroll and HR platforms (ADP, SAP, BambooHR, or similar enterprise HR Information Systems).
- Lead automation and optimization initiatives to enhance efficiency, accuracy, and scalability of payroll operations.
- Establish and maintain disciplined quality oversight frameworks with quantifiable metrics and KPIs to measure accuracy, timeliness, and compliance.
- Implement continuous improvement methodologies and track performance metrics to drive operational excellence.
- Manage business process design and documentation, ensuring standardization and scalability across regions.
- Lead system and supplier evaluations, implementations, and vendor management activities.
- Collaborate effectively across time zones with the India-based payroll team, providing guidance, training, and operational oversight.
- Partner with HR, Finance, IT, and external vendors to ensure seamless payroll execution and issue resolution.
- Establish and maintain payroll process documentation, audit controls, and SOX compliance requirements.
- Conduct root cause analysis on payroll discrepancies and implement corrective and preventative actions.
- Champion a culture of continuous improvement, innovation, and employee experience excellence.
- Bachelor's degree in Accounting, Finance, Business, Human Resources, or related field.
- 8+ years of progressive payroll experience with 5+ years in a leadership or management role.
- Deep technical expertise in U.S. payroll regulations, tax compliance, and statutory reporting requirements.
- Experience working in fast-paced, ambiguous, high-growth environments where foundational infrastructure and processes are being established.
- Significant hands-on experience with payroll and HR system configuration, including workflow design, integration development, and custom reporting.
- Proven track record of automation and optimization initiatives (e.g., RPA, RDA, AI/ML, Microsoft Power Automate, API integrations).
- Demonstrated experience establishing quality oversight frameworks with quantifiable metrics (accuracy rates, SLA compliance, error reduction, cycle-time improvements).
- Strong foundation in business process management, including process mapping, standardization, and continuous improvement methodologies.
- Proven success leading system implementations, vendor evaluations, and supplier management projects.
- Experience working across multiple time zones and managing or collaborating with geographically distributed teams.
- Strong analytical and problem-solving skills with the ability to manage complex data, compliance requirements, and multi-system integrations.
- Proficiency with payroll, finance, and HR systems such as ADP, SAP, BambooHR, or other enterprise HRIS platforms.
- Excellent communication, collaboration, and stakeholder management skills with the ability to influence across all organizational levels.
- Advanced degree (Master's in Business, Accounting, Finance, or related field).
- Professional certifications such as Certified Payroll Professional (CPP) or other recognized payroll credentials.
- Lean Six Sigma certification or equivalent process improvement certification.
- Understanding of payroll governance, audit, and control frameworks (SOX, COSO, ISO, or similar).
- Experience with Canadian, South American, and other regional payroll regulations.
- Advanced Excel/data analysis skills and experience with business intelligence tools (Tableau, Power BI, etc.).
- Project management certification (PMP, Agile, etc.) or demonstrated project management experience.
- Experience designing and implementing shared service or center of excellence (COE) operating models.
- Knowledge of change management principles and experience leading organizational transformation initiatives.
- Familiarity with HR transformation, digital workplace initiatives, and employee self-service technologies.
- Technical Expertise: Deep understanding of payroll regulations, system architecture, and compliance requirements.
- Quality & Metrics Orientation: Data-driven approach to quality management with focus on measurable outcomes and continuous improvement.
- Process Excellence: Strong business process management capabilities with ability to design scalable, efficient workflows.
- Change Leadership: Comfortable with ambiguity and skilled at building infrastructure in high-growth, evolving environments.
- Global Collaboration: Ability to work effectively across cultures and time zones with distributed teams.
- Strategic Thinking: Balances tactical execution with strategic vision for future-state organization design.
- Innovation Mindset: Proactive identification and implementation of automation, technology, and process improvements.
- Stakeholder Management: Strong influencing and relationship-building skills across all organizational levels.
This job description is intended to describe the general nature and level of work being performed in this position. It also reflects the general details considered necessary to describe the principal functions of the job identified, and shall not be considered, as detailed description of all the work required inherent in the job. It is not an exhaustive list of responsibilities, and it is subject to changes and exceptions at the supervisors' discretion.
e.l.f. Beauty respects your privacy. Please see our Job Applicant Privacy Notice ( ) for how your personal information is used and shared.PDN-a0fd1171-a0a9-4f67-bac6-473743f69d04
The Financial Advisor is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub‑function/job family.
Responsibilities
- Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
- Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
- Conduct sophisticated economic and financial market analyses.
- Analyze economic trends/activities and advise the effects on the investors' portfolios.
- Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
- Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
- Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
- 6‑10 years of experience
- NYSE Series 7 and 66 licenses and additional licensing as needed
- Proficient in software applications (e.g., Microsoft Word, Excel)
- Knowledge of Bloomberg – a definite asset
- Ability to communicate with co‑workers and clients
- Excellent written and communication skills
- Strong financial background
Education
- Bachelor's/University degree, Master’s degree preferred
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full time
Primary Location: San Francisco, California, United States
Primary Location Full Time Salary Range: $70,000.00 - $200,000.00
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please request an accommodation. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
The role requires over 10 years of investment-related experience, expertise in providing customized investment solutions, and the ability to build strong relationships with clients.
Candidates should ideally hold a CFA or MBA.
The position offers a full-time salary ranging from $200,000 to $300,000, along with competitive benefits including medical and retirement plans.
#J-18808-Ljbffr
Responsibilities include assisting customers with their needs, addressing inquiries about services, and acting as a brand ambassador.
The ideal candidate will have a high school diploma and 2-5 years of related experience, particularly in retail sales.
This position offers training, benefits, and uncapped commission potential.
#J-18808-Ljbffr
Location: New York, Hoboken, Atlanta, Denver, Los Angeles, Philadelphia, Boston - Clarendon, Detroit, McLean, San Francisco, Chicago, Houston, Seattle, Dallas
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.
With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.
The opportunity
Join EY-Parthenon's Strategy and Execution Deal Finance (M&A) practice, where we work on the most complex and high-profile global transactions for Fortune 500 CFOs across diverse industry sectors. Our seasoned team of buy side and sell side transaction advisors bring deep sector expertise and functional knowledge to our clients. We develop deal strategies, prepare and execute separation and integration plans, identify ideas and sources of value enhancement, as well as advise on risk mitigation and the successful change of operations, functions and people. Key client questions that we help answer:
How does the Finance function support the overall organization’s strategic priorities during and immediately after a transaction?
What are the primary sources of deal value, and how do you capture more synergies faster?
How does a transaction set the stage for a new finance operating model and create a platform for future growth?
You will join one of the fastest growing practices at EY and in the industry where you will find plenty of opportunities for your professional growth and development. We are the leading strategic advisor for end-to-end Deal Finance services, supporting major transactions for market-leading companies. We continue to invest heavily in our people to support personal growth and unique career experiences in a highly diverse and international environment.
Your key responsibilities
As a Director with EY-Parthenon's Strategy and Execution Deal Finance (M&A) practice, you will play a crucial role in managing and executing buy side and sell side projects, focusing on the CFO agenda and Finance function. You'll lead projects across sectors, collaborating with client service teams to develop and execute transaction strategies. Your role will encompass a variety of engagements, from pre-deal operational planning to post-deal integration planning, tracking, etc., requiring a strong commercial mind-set.
Skills and attributes for success
Project Management: Collaborate with diverse teams across EY to ensure successful project execution.
Business Acumen: Work in a fast-paced, exciting environment, driving value for clients.
Core Consulting Skills: Utilize problem-solving, critical thinking, and effective communication to address client challenges and deliver tailored solutions.
M&A Expertise: Apply in-depth knowledge of buy side and sell side transactions, including due diligence, transaction strategies and execution, to guide clients through complex transactions.
Building Relationships: Develop strong working relationships with senior clients, including influence, advice and support to key decision makers.
Continuous Learning: Develop technical and personal skills through a blend of structured learning, coaching and experiences.
To qualify for the role, you must have
A bachelor’s degree in Business, Accounting, Finance, Engineering, Computer Science, or Analytics and 5 years of related work experience; or a graduate degree and approximately 3 years of related work experience. MBA is preferred.
Experience in Finance integrations, divestitures, and/or carve‑outs including transaction strategy, operating model, org design, synergies, transition services agreements (TSAs), etc.
In‑depth knowledge of and experience in the Finance function (e.g., accounting, reporting, budgeting and planning, order‑to‑cash, procure‑to‑pay, financial systems), and significant management consulting experience.
Proven ability to manage complex business environments and synthesize solutions for integration/divestiture challenges.
Excellent analytical, negotiation, influencing, and relationship‑building skills.
Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.
Willingness to travel and work beyond standard hours as needed.
What we look for
We seek talented professionals who can visualize client goals and think creatively to facilitate them – often in politically charged environments. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you.
What we offer you
At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $205,000 to $235,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on‑going basis.
For those living in California, please click here for additional information.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at .
#J-18808-Ljbffr
A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their hybrid cloud and AI journeys. With support from our strategic partners, robust IBM technology, and Red Hat, you’ll have the tools to drive meaningful change and accelerate client impact. At IBM Consulting, curiosity fuels success. You’ll be encouraged to challenge the norm, explore new ideas, and create innovative solutions that deliver real results. Our culture of growth and empathy focuses on your long-term career development while valuing your unique skills and experiences.
Your role and responsibilities
The BPO Associate Partner will be focused on selling complex finance transformation (F&A, P2P, O2C, FP&A) and digital solutions (AI/Agentic) to large enterprises, targeting C-suite execs to drive significant, multi-million dollar deals through full cycle consultative selling and building robust pipelines.
The main responsibilities focus on:
- Build up BPO pipeline - Hold client meetings to present IBM BPO as well build up client relationship
- Develop client solutions and IBM offer with the BPO solutioning team to reflect client requirements and needs
- Run contracting process with clients
- Oversee delivery of small to medium deals with support of the IBM BPO delivery team
This Job can be performed from anywhere in the US.
Required technical and professional expertise
- Significant experience (10+ years relevant F&A BPO) in sales pursuit and deal shaping, with a proven track record in selling complex managed services or BPO solutions.
- Strong management consulting and strategic thinking abilities, including the capacity to architect innovative solutions and manage organizational change.
- Excellent leadership, communication, and problem-solving skills, with experience in managing cross-functional and often global teams.
- Strong financial acumen, an understanding of budgeting and forecasting, and the ability to translate business requirements into high-performing solutions.
Preferred technical and professional experience
As Above.
IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
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Life Insurance Signature / Authority Limits
1M Signature / 5M Authority.
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
Job Summary
Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.
Primary Duties & Responsibilities:
Field & Client Experience
Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.
Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal
Responsible for prescreen inquiries.
Underwriting
Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.
Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes.
Develops and demonstrates change agility while maintaining mortality and morbidity expectations.
Demonstrates continuous learning through the early adoption of new ways of underwriting.
Develops proficiency with Reinsurance programs and determining where to best place a case.
Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance.
Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement.
Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers.
Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance.
Discusses cases with peer reviewers with medical and technical staff, as needed.
Understands and meets all quality, service, and production goals.
Solves issues & escalations, with guidance as needed.
Partners with Underwriting Support for case management
Cross-functional leadership
May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. Participates in other projects as needed.
Qualifications
A bachelor's degree or equivalent combination of education and experience is preferred.
1.5 years of traditional underwriting experience.
Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules.
Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness.
Proficient in computer skills and using various software packages.
Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.
Highly organized with the ability to establish priorities and meet deadlines.
Displays agility to manage multiple tasks and adapt in a changing work environment.
#LI-Remote or LI-Hybrid
Compensation Range:
Pay Range - Start:
$61,530.00Pay Range - End:
$114,270.00Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
SkillsInformation Gathering (NM) - Intermediate, Underwriting Practices (NM) - Intermediate, Information Optimization (NM) - Intermediate, Insurance Acumen (NM) - Intermediate, Technology Adaptation (NM) - Intermediate (Inactive), Underwriting Ecosystem (NM) - Intermediate, Mortality, Morbidity, & Risk Analysis (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Reasoning (NM) - Intermediate, Decision Making (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Consulting (NM) - Advanced, Attention to Detail (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Data Application (NM) - Intermediate
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
Remote working/work at home options are available for this role.
Do you desire a Change? Check out Diamond where we to blend hard work and FUN!
Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.
Position Summary:
Mortgage Originator originates all first mortgage, 1st lien, home equity, and HELOC applications for members and potential members, properly identifying the appropriate product based on member's needs, objectives, and circumstances.
Supervisory Responsibilities:
No direct reports
Essential Functions:
- Take complete and accurate mortgage, 1st lien, Home Equity, and HELOC loan applications for all real estate loan requests, following applicable regulations, policies, procedures, and guidelines.
- Manage individual application pipelines and assist in collecting additional processing documents as needed. Assist in managing pipelines of team members as needed.
- Assist in achieving overall departmental and individual goals by delivering real estate loans per the established service standards of delivery.
- Communicate with all parties concerning the processing loan applications including borrowers/buyers, realtors, builders, inspectors, etc.
- Negotiate terms and conditions of real estate loans with borrowers.
Requirements
Required Skills / Abilities:
- Demonstrated dedication to positive, member-focused service.
- Must meet loan originator standards under the Truth in Lending Act.
- Ability to meet all standards under the SAFE Act and be registered as a mortgage loan originator through the NMLS
- Ability to pass FBI background check.
- Strong interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
- Strong sales skills.
- Ability to function well in a high volume, fast paced environment.
- Ability to work through member situations and provide effective and accurate resolutions.
- Strong organizational skills and attention to detail.
- Proven ability to meet deadlines.
- Proficient with Microsoft Office Suite and mortgage origination systems.
- Ability to travel.
- Ability to network with realtors if the opportunity presents itself.
- Ability to participate in member educational activities.
- Knowledge and understanding of different loan types and products.
Education / Experience:
- Bachelor's degree in business administration or related discipline or equivalent experience.
- Three plus years of real estate lending origination experience, specifically conventional mortgage origination following Fannie Mae or Freddie Mac guidelines.
- Two plus years real estate lending origination experience, specifically in home equity and HELOC origination, with demonstrated sales experience.
- Experience in using an automated loan origination systems including automated underwriting platforms.
- Working knowledge of standard real estate products in the industry and strong knowledge of underwriting guidelines and regulations.
- Experience with government programs such as FHA/VA is a plus.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
Remote working/work at home options are available for this role.
Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.
Position Summary:
Compliance Officer facilitates the Credit Union's compliance strategy and reviews changes in regulations to ensure compliance with all credit union related laws and regulations. Responsible for the development and maintenance of the institution's compliance management system and it ensures that all required compliance related policies and procedures are enforced and reviewed periodically for adequateness.
Supervisory Responsibilities:
No direct reports.
Essential Functions:
- Monitor and analyze developing trends and changes in regulatory compliance laws, rules, and regulations. Facilitate implementation of new and regulatory changes as necessary.
- Develop, participate in, and review proposed changes to Credit Union policies and procedures for compliance with applicable rules and regulations.
- Perform research and provides input regarding compliance matters relevant to the products and services offered, including marketing and promotional materials, website, lending documents, and member disclosures.
- Oversee the completion and submission of required Bank Secrecy Act regulatory reports including Suspicious Activity and Currency Transaction Reports.
- Coordinate procedures for compliance with OFAC, FinCEN, and other government watchlist scans.
- Coordinate, test and update the Credit Union's business continuity plan.
Requirements
Required Skills / Abilities:
- Demonstrated dedication to positive, member-focused service.
- Advanced research, analytical and problem-solving skills.
- Advanced interpersonal and communication skills to ensure personnel or member related issues are handled in a fair, consistent manner.
- Ability to travel.
Education / Experience:
- Bachelor's degree in business, related discipline, or equivalent experience.
- Four plus years of compliance experience in the financial industry.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
Remote working/work at home options are available for this role.
Responsibilities include assisting in security investigations, conducting forensic analysis, and collaborating with team members.
Candidates should have a degree in Cybersecurity or related field, a strong understanding of operating systems, and experience with forensic tools.
This role offers career growth and competitive compensation.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
The role involves leading enterprise risk governance in digital banking operations, focusing on operational, regulatory, and financial risk.
With a requirement of over 12 years of risk leadership experience in banking or fintech, candidates should also hold a Bachelor's degree in Finance, Risk Management, or Business.
The compensation ranges from $250,000 to $380,000 plus bonuses and equity.
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Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Commitment to community – Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
~ Ability to effectively ask questions and identify needs to improve the customer relationship
~ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
~ Demonstrated skills in using digital technology to support the delivery of business goals
~ Aptitude to problem solve and provide solutions to customer issues
~ Ability to work branch hours, which can include weekends and evenings
~ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. Set aside 30-45 minutes for the self-guided assessment that includes games and questions. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. 1 year cash handling experience
Work Schedule: Varies with branch needs and may include weekends and evenings
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
Remote working/work at home options are available for this role.
