Banking and Financial Services Jobs in Huntersville North Carolina
20 positions found
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What you have
Required Qualifications:
* Bachelor's degree
* Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)
* Active FINRA Series 66 license (May be obtained within the first 120 days)
* Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
* Five or more years in the financial services industry working directly with clients
Preferred Qualifications:
* CFP or CFA
* Superior relationship management and client retention experience
* Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package (/summary-of-benefits) 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
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
* CFP® designation or CFA® designation
* Bachelor's degree
* Active and valid FINRA Series 7 license
* May be obtained with a 120-day condition of employment
* Active and valid FINRA Series 66 license required
* May be obtained with a 120-day condition of employment
* Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Preferred Qualifications:
* Five or more years working directly with clients in the financial services industry highly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package (/summary-of-benefits) 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
Our Financial Services Client is seeking a...
Production Designer (Marketing Communications)
W2 Contract until the EOY, extendible, potential to convert
Location: Hybrid in Malvern, PA, Scottsdale, AZ, or Charlotte, NC
About the Role
We’re looking for a Production Designer to support multi‑channel marketing and client communications. This position is ideal for a junior to mid‑level designer who enjoys high‑volume production work, consistent execution within brand systems, and collaborating within a structured corporate environment.
Responsibilities
- Develop and produce marketing and communication assets across digital and print channels.
- Execute designs that align with established brand standards and corporate guidelines.
- Manage high‑volume production workflows for participant and client communications.
- Deliver a wide range of production-ready assets, which may include:
- Digital PDFs
- Email designs
- Postcards and print collateral
- Digital signage / monitor displays
- Occasional motion or video‑related assets (nice to have)
- Partner closely with writers and internal stakeholders to ensure accuracy and consistency across deliverables.
Minimum Qualifications
- Experience as a production graphic designer or similar role, with strong attention to detail.
- Proficiency in Adobe Creative Suite (Illustrator, Photoshop, InDesign).
- Strong typography and layout skills.
- Ability to execute within established brand systems and follow structured approval processes.
Preferred Qualifications
- Experience working in corporate, financial, or similarly regulated environments.
- Familiarity with Figma and other marketing design tools.
- Background in agency environments is welcome, with an understanding that corporate workflows typically move at a different pace and involve layered approvals.
- 1-3 years design experience preferred (junior to mid-level)
About the Team
You’ll join a team of approximately eight designers, working collaboratively with writers and cross‑functional partners. The team focuses on producing multi‑channel communications that support retirement and investment plan participants and other client audiences.
- Python & Risk to join their team in Charlotte, NC.
Compensation: $150-225k Responsibilities: Demonstrate a command of breaking market trends, competitive positioning, client priorities and business opportunities through consistent delivery of cost controlling and business enabling solutions.
Apply extensive business knowledge to inform critical decisions on strategic initiatives, future projects, long-term planning, etc.
Optimize technology outcomes for the company while maintaining strong operational and cyber risk controls.
Engage strong communication skills in public speaking engagements, client / internal presentations, press appearances and internal town halls to convey clear and consistent messaging on company's strategic technology direction and performance.
Foster confidence and buy-in among various stakeholder groups.
Leverage leadership skills to motivate employees throughout the technology organization.
Articulate a clear vision to encourage buy-in among stakeholder groups.
Continuously seek out feedback and refine approach accordingly.
Draw on external network of competitive counterparts and other market participants to benchmark the company among peers and identify new strategic opportunities.
Qualifications: 15+ years of professional experience at large banks with a focus on Risk Technology.
Experience leading team(s) and owning multiple deliveries at the same time.
Strong expertise in Python is mandatory, with optional experience in Azure cloud computing.
Familiarity with risk metrics such as VaR, sVar, stress testing, Counterparty Credit Risk, Credit quality indicators, credit sentiment analysis and sensitivity analysis.
Experience working with market data sources, financial instruments, and trading systems.
Exposure to any frontend Javascript technologies is required.
Experience in Databricks and AI/ML technologies is highly desirable Knowledge of database systems (e.g., SQL, NoSQL) and distributed computing frameworks.
Excellent communication and people skills, with the ability to collaborate effectively with stakeholders at all levels.
Ability to work independently and manage multiple priorities in a demanding environment.
Advanced sense of accountability and follow-through with an ability to effectively prioritize multiple tasks, projects, and goals.
Ability to understand complex and highly technical concepts, and ability to easily explain/translate them to peers.
Knowledge of project management frameworks including Waterfall and Agile and tools such as JIRA and MS Project.
Ability to prioritize work by setting and meeting realistic deadlines, forecasting, and communicating changes resulting from risks and issues, while ensuring an elevated level of fiscal control and accountability for project budget and resources.
Strong relationship management, collaboration and influencing skills.
Ability to successfully engage in multiple initiatives simultaneously while interacting professionally with executives, managers, and subject matter experts.
Knowledge of financial operations and planning, controls management, MIS, data management and reporting processes related to commercial investment banks.
BA/BS degree required.
Excellent verbal and written communication skills.
This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment.
Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
* Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
* Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
* Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
* Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
* Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
* Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
* Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:
* High School Diploma or GED Preferred:
* Sales, Collections or Customer Service experience
* Bilingual
- Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance.
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
* Up to 4% matching 401(k)
* Employee Stock Purchase Plan (10% share discount)
* Tuition reimbursement
* Paid time off (15 days' vacation per year, prorated based on start date)
* Paid sick leave as determined by state or local ordinance (prorated based on start date)
* 11 Paid holidays (4 floating holidays, prorated based on start date)
* Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans.
Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow.
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.
We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work.
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
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
This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.
Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.
What you'll do:
Independently applies actuarial methodologies to complete structured projects (e.g.)
Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).
Identifies and improves existing processes utilizing actuarial, mathematical, or statistical techniques.
Proactively resolves technical issues and identifies appropriate issues for escalation.
Assists others with troubleshooting issues.
Creates instructions and training materials for actuarial tools and processes.
Mentors new team members.
Apply business acumen to provide actionable insights that help solve business problems.
Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
2 years of actuarial or analytical business experience.
3 Casualty Actuarial Society (CAS) exams.
Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.
What sets you apart:
Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).
Demonstrated experience with basic actuarial pricing methodologies.
Demonstrated experience aggregating and analyzing data to solve problems.
Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
P&C Personal Lines pricing experience.
Familiarity and experience with industry pricing software such as Earnix.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $77,120 - $138,810.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on .
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.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days’ vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Business Systems Consultant with Excel expertise in Charlotte, NC (Hybrid).
Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.
Contract Duration: 12+ Months
Will only consider local candidates available for onsite interview.
Required Skills & Experience
- Needs strong communication, PM, operations, vendor management, and process improvement as this person will wear multiple hats.
- This resource will have a consultative background and/or approach to project management.
- Advanced to expert Excel skills - Pivot tables, macros, charts, etc.
- Need PowerPoint and very nice to have some SharePoint online as this person will be creating and distributing executive level communications.
What You Will Be Doing
- This position will be supporting workforce management in enterprise level CTO organization.
- Consult on or participate in moderately complex initiatives and deliverables within Technology Business Services Consulting and contribute to large-scale planning related to Technology Business Services Consulting deliverables.
- Review and analyze moderately complex Technology Business Services Consulting challenges that require an in-depth evaluation of variable factors.
- Contribute to the resolution of moderately complex issues and consult with others to meet Technology Business Services Consulting deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
- Collaborate with client personnel in Technology Business Services Consulting.
Company Description
Safety Consultants USA, based in Atlanta, specializes in OSHA safety consulting, employee training, and program development for both the construction and general industries. Our services include OSHA safety training, contractor and industrial safety programs, DOT and fleet safety programs, and rigging and signal training. We are committed to helping businesses enhance workplace safety and regulatory compliance. Additionally, we offer a comprehensive range of safety products and services to support our clients' operational needs.
We protect and strengthen our culture by showing up with positivity, accountability, and mutual respect. We support each other, celebrate wins, and maintain a team environment where everyone feels valued. In collaboration with our clients, we promote strong safety cultures by modeling the behaviors we expect on job sites: respect, professionalism, and a shared commitment to sending everyone home safely.
Role Description
This is a full-time, W-2, hybrid Construction Safety Manager role based in Charlotte, North Carolina.
The Construction Safety Manager will be responsible for overseeing and implementing safety protocols, conducting workplace safety assessments, delivering safety training, and ensuring compliance with occupational health and safety regulations. Other responsibilities include investigating workplace incidents, identifying potential hazards in construction settings, and developing strategies to mitigate risks.
This position has partial work-from-home flexibility. Travel to job sites is 50% of the time weekly. Out-of-town travel is required, but you will be home over the weekends and holidays.
Required Qualifications
- Must have expert technical knowledge of safety protocols and hazard-related risks
- Must be a certified OSHA 500 Train the Trainer
- Must have 5-7 years' experience in construction or similar industries
- Must have a reliable vehicle
- Must have excellent writing skills
- Must have excellent communication, interpersonal, and analytical skills
- Must have excellent customer service skills necessary to interact with senior-level management and external clients, as well as foster an environment of cooperation between different departments, OSHA, and co-workers
- Must be computer literate and possess the ability to learn multiple software programs that Safety Consultants USA uses to conduct business
- Must have the ability to work independently and as part of a team
- Must have excellent organizational, communication, and problem-solving skills
Preferred Qualifications
- Strong background in Occupational Health and Environment Health and Safety (EHS)
- Experience in conducting effective Safety Training programs
- Proficiency in Accident Investigation and ability to document and analyze incidents
- Expertise in Industrial Safety and risk assessment strategies
- Bachelor’s degree in occupational health, Safety Management, or a related field
- Relevant certifications, such as CSP (Certified Safety Professional) or CHST (Construction Health and Safety Technician), are a plus
The compensation package includes a competitive salary plus commission, and these benefits:
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- 401(k) matching
- Paid time off
Please note:
Candidates for this position must take and pass a knowledge assessment to help determine whether they are the right fit for the job.
This position is based in Charlotte, North Carolina. No relocation assistance is available.
This position is not a staffing opportunity. If you are a safety contractor only interested in temporary staffing placement, please do not apply for this position.
We are hiring for our client in the North Carolina area. 3 months - Contract To Hire, 4 days onsite and 1 remote day.
Responsibilities
- Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners.
- Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed.
- Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions.
- Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards.
- Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance.
Qualifications
- Education: High school or GED
- 0-to-1-year relevant experience required
- Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience
Required Skills
- Excellent customer service skills
- Strong written and verbal communication skills
- High learning agility – ability to absorb complex information quickly in a multi-technique training style including facilitator lead, self-study, group simulations, and demonstration through live calls
- Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
- Ability to navigate multiple systems and resources on a phone call with ease
- Demonstrated ability managing multiple priorities in a fast-paced environment
- Demonstrated skill troubleshooting, identifying, and resolving root cause issues
- Home access to high-speed internet with speeds sufficient to support the responsibilities of the role
Preferred Skills
- Previous customer service experience
- Product-specific or financial services industry experience
- Desire to obtain a permanent position through demonstration of high-quality performance
- Desire to become Client licensed as part of career development
Pay range and compensation package
Pay Rate: $20/hr
Job Location: Charlotte, NC
Equal Opportunity Statement
We are committed to diversity and inclusivity.
About the Company
Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.
Kickstart Your Sales Career with Us!
Are you eager to launch a career in sales? Do you have a strong work ethic and a desire to learn? If you’re motivated, coachable, and ready to grow, we want YOU to join our dynamic team!
What We Offer:
- Competitive base salary + commission – earn while you learn!
- Comprehensive PAID training and hands-on mentorship to develop your sales skills.
- Clear career growth path – opportunities for promotion and advancement.
- A supportive and energetic team environment.
- Performance-based incentives, bonuses, and rewards.
- Comprehensive benefits: Medical, Dental, Vision, LTD, & 401(k) participation, paid time off.
What We’re Looking For:
- Excellent communication skills and a positive attitude.
- Self-motivated and goal-driven mindset.
Why Join Us?
This is your chance to break into mortgage sales with a company that invests in your success. If you’re looking for a rewarding career path with unlimited earning potential, apply today and take the first step toward a thriving sales career!
Ready to start your journey? Apply now!
Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristics protected by law. NMLS# 58775
Summary/Objective
This position will report within the Account Management Team and will be the liaison between Paymentus customers and internal teams at Paymentus. A Technical Account Manager (TAM) collaborates with an Account Director in support of National Accounts to support client operational and technical needs. The TAM will be the first point of contact for the client after a case is opened with Customer Care or Product Support Operations.
Essential Functions/ Responsibilities
- Learn and understand client’s setup and infrastructure and how it connects between their environment and Paymentus. (API setup, SFTP, file format, features, custom design, etc…)
- Partner with Implementations, Product Support, Customer Care and Operations teams as needed to troubleshoot incidents and provide regular updates to client until an issue is resolved
- Complete monthly SLA reporting for SLA clients
- Support Account Director in QBRs, Client Mtgs and conduct product demos as required
- Be an active participant working with the Incident Manager in Root Cause Analysis (RCA) creation to ensure client impact and other pertinent information is included
- Responsible for reviewing RCA with client stake holders over the phone as needed
- Serve as a Business Analyst to create SOWs for projects by working with the client and Paymentus project teams to help create requirements, share recommended approaches and help identify any risks with client’s request.Assist the Project Manager as needed during implementation
- Partner with Implementations as required to define, perform, assist, and/or coordinate unit testing of features requested by clients
- Will be the client’s advocate during upgrades and implementations to ensure any custom design has been reviewed and tested as appropriate
- Partner with Account Directors to create operational slides for weekly/monthly/quarterly meetings looking at trends and how they affect both the customer and Paymentus business model
- Responsible for all operational and technical communication whether via phone or email
- Assist with demoing new features/functionality specifically around the implementation and integration component
- Reinforce training of customer teams as needed on product features to help them solve their own problems and answer questions on customer trends
- Partner with Development, Account Management and Implementations on prioritizing projects
- Subject Matter Expert for the Paymentus Payment Processing platform
Supervisory Responsibility
This position has no direct supervisory responsibilities
Education and Experience
- Undergraduate degree in Computer Science or related degree
- 3-5 Years in the electronic billing and payment industry
- 3-5 Years in a technical leadership role (Project Management, Sales Engineer, Solution Architect, etc.)
- Knowledge of NACHA Operating Rules and Card Network Operating Regulations is highly desirable
- Demonstrated project management experience tracking and reporting of projects
- Polished communication skills (speaking and writing)
- Experience communicating to Manager level and higher
- Ability to understand technical terms and translate back effectively to the client and Paymentus business teams to help outline a situation and recommendations
- Experience in analyzing data, problem-solving and making recommendations
- Excels in a fast paced environment with lots of change and growth
EEO Statement
Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, ancestry, citizenship status, religion, marital status, disability, military service or veteran status, genetic information, medical condition including medical characteristics, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment.
Reasonable Accommodation
Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others.
An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.
We are seeking experienced a Product Transformation Coach to support Transformation & Readiness within a global organization. You will help guide multiple product teams through an Agile and product transformation journey.
This is a business-side coaching role, focused on enabling product teams, driving change, and supporting the adoption of Scrum practices within teams currently operating in Kanban.
The ideal candidates will bring strong financial services experience, exceptional communication and coaching skills, and the ability to influence and lead change in a fast-paced, evolving environment.
Key Responsibilities
- Partner with business and technology teams to support the transformation of multiple payment-related products
- Coach product teams transitioning from Kanban to Scrum
- Guide Product Managers, Product Owners, and Scrum Masters in Agile and product best practices
- Support product teams through change management and transformation initiatives
- Assist in creating and refining:
- Process flows
- Requirements and product documentation
- Epics, Features, and User Stories
- Acceptance criteria
- Drive consistent use of Jira and Confluence for product and delivery tracking
- Promote a business-first mindset focused on enabling product and business outcomes
- Help teams adopt Agile ways of working while maintaining flexibility in a dynamic environment
Required Qualifications
- Financial services experience (required)
- Experience coaching or supporting Agile product teams
- Strong knowledge of Scrum and Kanban
- Familiarity with SAFe concepts and frameworks (not a formal SAFe role)
- Hands-on experience with Jira and Confluence
- Strong business acumen and ability to work with business stakeholders
The successful candidate will oversee consolidated accounting, improve the close process, ensure SOX compliance, and collaborate closely with executives.
This role requires a CPA, 15+ years of experience in accounting leadership, and expertise in consolidations.
Strong communication skills and NetSuite knowledge are essential for success in this dynamic environment.
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Our client is seeking a high-impact Corporate Controller to lead the accounting organization during a period of sustained growth and acquisition activity. This role is open due to promotion and offers significant visibility and influence across the executive team.
The Corporate Controller will oversee consolidated accounting across three divisions, lead post-acquisition integration efforts, strengthen SOX compliance, accelerate and standardize the close process, and continue automation initiatives within NetSuite. This leader will partner closely with the CFO, SVP of Finance, and Director of Technical Accounting & External Reporting to ensure a scalable, disciplined accounting infrastructure suitable for a public, acquisition-driven enterprise.
Key Responsibilities
Enterprise Accounting & Consolidations
- Lead consolidated financial reporting across three operating divisions.
- Own and materially improve the monthly and quarterly close process – driving timeline reduction and implementing a standardized, scalable close framework.
- Ensure accurate GAAP reporting and operational execution of accounting policies including ASC 606 and ASC 842.
- Maintain integrity of intercompany processes, balance sheet governance, and enterprise-wide reconciliation standards.
M&A Integration & Infrastructure Build-Out
- Lead accounting integration of acquired companies, many originating from private environments with inconsistent controls and processes.
- Standardize accounting policies, reporting structures, and internal controls across newly integrated businesses.
- Partner cross-functionally on ERP alignment and reporting integration within NetSuite.
- Build infrastructure capable of supporting continued acquisition activity.
SOX, Controls & Audit
- Own SOX compliance execution and strengthen internal controls over financial reporting.
- Serve as primary liaison to external auditors for annual audit and quarterly reviews.
- Identify control gaps and drive remediation initiatives across divisions.
Systems & Process Optimization
- Drive continued automation and optimization within NetSuite.
- Improve reporting efficiency, workflow automation, and data accuracy.
- Implement best-in-class close management and documentation standards.
Leadership & Executive Partnership
- Lead and develop the accounting organization.
- Partner closely with the Senior Director of Shared Services to ensure transactional accounting supports corporate objectives.
- Communicate effectively with executive leadership, division finance teams, auditors, and Board stakeholders.
- Elevate accountability, structure, and financial rigor across the enterprise.
Required Background
- CPA required; Big Four or national public accounting foundation strongly preferred.
- 15+ years of progressive accounting leadership experience.
- Prior experience in high-growth, M&A-driven organization.
- Deep consolidations expertise across multi-entity environments.
- Strong SOX and public company audit experience.
- Demonstrated success reducing close timelines and professionalizing accounting processes.
- Experience integrating acquired businesses and standardizing controls.
- NetSuite experience strongly preferred.
- Exceptional communication skills and executive presence.
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Salary: $150,000
- $175,000 per year A bit about us: We are a growing law firm that is on the lookout for a fully remote Equipment Finance Attorney / Litigation Associate! Why join us? As a Senior Attorney / Litigation Attorney in our firm, we are able to offer: Competitive base salary between $150k and $175k! Work from home / work remote 100%! Medical, dental and vision benefits! PTO/vacation! Job Details As a Staff Attorney / Commercial Finance Lawyer on our team, we are looking for: JD from an accredited law school Professional litigation experience Proven background in commercial finance/equipment finance Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
This Jobot Job is hosted by: Andrew Kraig
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $55,000 - $70,000 per year
A bit about us:
Founded over a decade ago and based in South Plainfield, we are an FDA cGMP contract laboratory providing microbiological testing for pharmaceutical, OTC, cosmetic, dietary supplement, and botanical products. We partner closely with client QA/RA teams to deliver compliant, on-time results with rigorous data integrity and responsive service.
Why join us?
- Competitive Compensation: Up to $70,000 base salary (DOE) equivalent for FT, with immediate part-time schedule (~30 hrs/week) and path to full-time
- 401(k) with potential match (company plan details to be shared)
- Comprehensive Benefits: Medical, Dental, Vision (FT conversion)
- Generous PTO & Paid Holidays (FT conversion)
- Collaborative Work Environment: Work cross-functionally with Chemistry, QA, and Micro teams; hands-on impact in a growing lab
- Work-Life Balance: Predictable daytime schedule with occasional weekend/evening work as needed
- 100% Onsite: Modern lab environment; learn end-to-end cGMP testing workflows
Job Details
Key Responsibilities and Duties:
- Perform routine microbiology testing: microbial limit tests (USP /), method suitability, preservative efficacy (AET/PET), microbial ID, water testing, and bioburden monitoring
- Read, record, and analyze results in accordance with FDA cGMP and GDP standards; ensure data integrity and traceability
- Conduct peer review of data for accuracy and protocol compliance
- Maintain cultures; prepare media and perform growth promotion testing
- Manage day-to-day lab operations including inventory of media/supplies; clean and maintain equipment (incubators, refrigerators, freezers)
- Support method development and validation activities as needed
- Independently plan and manage daily workload to meet client timelines
- Adhere to all company policies, SOPs, and safety requirements
You should have most of the following:
- Bachelor’s degree in a scientific discipline (Microbiology or Biological Sciences preferred)
- Minimum 2–3 years of relevant microbiology lab experience in a regulated/GMP setting
- Demonstrated proficiency with aseptic technique
- Hands-on experience with USP / microbial limit testing (or closely related compendial methods)
- Familiarity with FDA cGMP and Quality procedures; strong GDP documentation habits
- Ability to organize and maintain complete, compliant project records; deliver accurate, on-time results
- Team-oriented, reliable, and able to work occasional weekends/evenings
- Must be currently authorized to work in the US; local to South Plainfield, NJ; 100% onsite
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Technical Business Analyst in Charlotte, NC (Hybrid).
Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.
Contract Duration: 12+ Months
Required Skills & Experience
- 5+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Enterprise level financial services
- 3+ years of IT / Information Security experience with a focus in risk management
- Foundational understanding of IAM tools and processes including the ability to provide strategic & consistent solutions across IAM products
- Big 4 consulting experience highly desired.
What You Will Be Doing
• Act as an advisor to leadership to develop or influence plans, specifications, resource needs, and goals for multi-faceted, highly complex, or long-term risk mitigation and control strategies on behalf of the business
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale, multi-faceted, long-term, or companywide strategies
• Strategically engage with all levels of professionals and managers companywide and serve as an expert advisor to leadership
• Drive effective initiative implementation ensuring commitments are met as expected and on time.
• Report on portfolio status timely, accurately, and holistically
• Define metrics and thresholds for escalations
Join Our Team: Mortgage Loan Officer at Ternus Lending, LLC
Are you ready to level up your career in the real estate investment private lending space? Ternus Lending, LLC is seeking motivated and dynamic Mortgage Loan Officers to drive success in 1-4 family residential investment property lending. This is more than a job—it's your opportunity to educate, inspire, and empower property investors while building meaningful relationships in a rapidly growing market.
What You’ll Be Doing:
- Be the go-to expert for residential property investors by educating them, originating our game-changing loan products, and helping them achieve their financial goals.
- Stay ahead of the curve by mastering our lender product offerings, guidelines, and systems to seamlessly guide loans through Due Diligence, Underwriting, and Closing processes.
- Spread the word by distributing compelling marketing materials and conducting customer qualification analyses.
- Maximize your impact by efficiently managing company-supplied leads and Salesforce contact databases, ensuring timely follow-up and quality lead handling.
- Crush your targets by consistently exceeding weekly, monthly, and annual origination production goals.
What We’re Looking For:
- Experience: 1+ years in residential/commercial mortgage lending (or equivalent).
- Skills: A natural talent for sales, customer service, negotiation, and problem-solving.
- Education & Licensing: A Bachelor’s degree is a plus, and mortgage state licensing is not required.
Your Reward:
- Base Salary: $50,000 annually.
- Commission: Earn up to 40 BPS of commission PLUS profit sharing of deal economics on the closed loan amount.
- Total Pay Range: $150,000 to $185,000 annually, with bonus opportunities.
- All Loan Officers hired in 2026 will be granted shares in the company through our Employee Stock Ownership Plan (ESOP)
Why Ternus Lending? At Ternus, we’re not just another lender. We’re a team of seasoned investors who created a lending platform by investors, for investors. We understand the journey, challenges, and triumphs of the real estate game. Joining us means stepping into a company with limitless growth potential and offering loan products that stand out in a sea of traditional options.
Additional Perks:
- Work Schedule: Monday to Friday.
- Location: Hybrid remote in SouthPark - Charlotte, NC.
- License/Certification: MLO License preferred but not required.
- In-house leads provided
How to Apply: Ready to make an impact? Submit your resume and complete the assessment linked below. Don’t wait—opportunities like this don’t stay on the market for long!
Assessment Link:
