Banking and Financial Services Jobs in Palm Beach Florida
7 positions found
Chief of Staff to the CEO
Compensation: $180,000 – $225,000 Base + Performance Bonus
The CEO is building and scaling multiple companies simultaneously and is seeking a high-caliber operator to work directly alongside him.
This is not an administrative Chief of Staff role. It is an execution and operating role designed for someone who enjoys solving complex problems, building systems, and driving initiatives across multiple businesses.
You will operate as the CEO’s right hand, helping turn strategy into execution while creating the operational structure needed for the next stage of growth.
The right person will help improve decision velocity, increase operational discipline, and ensure key initiatives actually move forward.
What You’ll Do
- Partner with the CEO on high-priority strategic initiatives
- Turn high-level strategy into clear execution plans
- Help drive major cross-company projects
- Act as a strategic sounding board on key decisions
Drive Operational Execution
- Identify operational gaps and implement solutions
- Build reporting systems for operational and financial visibility
- Improve workflows across teams and departments
- Ensure accountability and follow-through across leadership
Solve Complex Problems
- Gather and analyze operational and financial data
- Prepare decision frameworks for leadership
- Present clear options, tradeoffs, and recommendations
- Remove bottlenecks that slow execution
Build Systems That Scale
- Design operational processes where none currently exist
- Improve reporting, internal communication, and data visibility
- Strengthen operational discipline across the organization
- Build frameworks that allow multiple businesses to scale efficiently
This is an entrepreneurial operating environment, not a corporate structure.
The right candidate will be comfortable:
- Working in fast-moving, evolving organizations
- Solving problems with incomplete information
- Building structure where systems don’t yet exist
- Working closely with founders and operators
- Getting hands-on when necessary
Strong candidates often come from:
- Director of Operations or Head of Operations roles
- Startup leadership teams
- Consulting with operational execution experience
- Founder or entrepreneurial backgrounds
- Multi-entity or multi-business operating environments
Most important is the ability to think clearly, build systems, and execute at a high level.
Success in this role will be measured by:
- Stronger operational discipline across the organization
- Clear access to key financial and operational data
- Faster leadership decision-making
- Successful execution of strategic initiatives
- Reduced friction between departments
This is a high-trust leadership role with direct exposure to the CEO and leadership team.
You will help scale multiple businesses, solve complex operational challenges, and play a central role in building the next stage of the organization.
Role Overview:
We are seeking a strong Finance Business Analyst with deep D365 F&O experience and a solid accounting foundation to drive real ownership across finance systems.
This role sits at the centre of delivery, bridging finance stakeholders and technology teams while supporting both implementation and ongoing optimisation in a fast paced environment.
What You Will Bring
- Strong understanding of finance processes and the ability to translate accounting best practice into scalable system solutions.
- Hands on experience across Accounts Payable, Accounts Receivable, Costing, Fixed Assets and General Ledger.
- Confidence leading workshops, validating requirements, and driving clarity across business and technical teams.
- A proactive mindset, focused on improving processes, increasing user adoption, and strengthening system confidence.
- Strong functional expertise in Dynamics 365 F&O including configuration, testing, support and optimisation.
Background We Are Looking For
- Proven experience delivering or supporting D365 F&O finance implementations.
- Exposure to post go live support, stabilisation, and continuous improvement initiatives.
- Comfortable operating in cross functional environments, working closely with finance leadership, IT teams and delivery partners.
Only US Citizens or Green Card Holders
No C2C
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.
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. 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.
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
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. 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.
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
FULL-SERVICE SHOPPER
Start earning quickly with a flexible schedule
Shopping with Instacart is more than grocery delivery. Shoppers help make our world go round. They make money, make moves, and make shopping lists come true. They make good time, make life easier, and make people's day.
Shoppers make it all happen—sign up now to help create a world where everyone has access to the food they love.
As a full-service shopper, you'll receive orders through the Shopper app to shop from stores in your area, and deliver the orders to your customer's door. It's that simple.
What you get as a shopper:
- Start earning quickly on a flexible schedule*
- Weekly pay with the option of instant cashout
- Potential to earn tips
- Special earnings promotions
Basic requirements:
- 18+ years old (21+ to deliver alcohol)
- Eligible to work in the United States
- Consistent access to a vehicle and a recent smartphone
Additional information:
Shopping with Instacart is great for anyone looking for flexible, seasonal, home-based, entry-level, weekend, weekday, after-school, or temporary opportunities. As an Instacart Full-Service Shopper, you can have more flexibility than with a part-time job.
Instacart is committed to diversity and providing equal opportunities for independent contractors. Instacart considers qualified individuals without regard to gender, sexual orientation, race, veteran, disability status, or other categories protected by applicable law.
Instacart also values providing prospective contractors with a fair chance to pursue opportunities. For all individuals seeking to provide services in San Francisco, Los Angeles, and Philadelphia, Instacart considers individuals in a manner consistent with the requirements of applicable Fair Chance ordinances.
Review the Independent Contractor Agreement here
*Subject to availability of batches in your area.
This position is responsible for overseeing the evaluation, approval, and monitoring of mortgage credit applications to mitigate risk and uphold regulatory standards.
The officer will collaborate closely with, risk management, and compliance teams to maintain accurate documentation and adherence to internal policies and external regulations.
By analyzing credit data and financial statements, the officer ensures that mortgage lending decisions are sound and support the institution's financial health.
Ultimately, this role contributes to the organization's goal of providing responsible lending solutions while minimizing credit risk exposure.
Minimum Qualifications: Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
Minimum of 3 years of experience in mortgage credit administration, underwriting, or a related financial services role.
Strong knowledge of mortgage lending regulations and compliance requirements in the United States.
Proficiency in credit analysis and financial statement review.
Excellent organizational skills with attention to detail and accuracy.
Preferred Qualifications: Professional certification such as Certified Mortgage Banker (CMB) or similar credentials.
Experience with mortgage loan origination systems and credit risk management software.
Familiarity with federal and state mortgage lending laws including RESPA, TILA, and ECOA.
Advanced Excel and data analysis skills.
Prior experience working in a regulatory or audit environment.
Responsibilities: Review and assess mortgage credit applications for completeness, accuracy, and compliance with regulatory and internal guidelines.
Coordinate with underwriting and risk management teams to evaluate creditworthiness and identify potential risks associated with mortgage lending.
Maintain and update mortgage credit files, ensuring all documentation is properly filed and accessible for audits and regulatory reviews.
Monitor ongoing mortgage credit portfolios to detect early signs of credit deterioration and recommend appropriate actions.
Prepare detailed reports on mortgage credit activities, trends, and compliance status for senior management and regulatory bodies.
Assist in the development and implementation of credit policies and procedures to enhance operational efficiency and risk mitigation.
Provide training and guidance to junior staff on mortgage credit administration best practices and regulatory requirements.
Skills: This role utilizes analytical skills daily to evaluate credit applications and financial documents, ensuring that lending decisions are well-informed and compliant.
Strong communication skills are essential for collaborating with internal teams and conveying complex credit information clearly to stakeholders.
Organizational skills are critical for maintaining comprehensive and accurate credit files that support audit readiness and regulatory compliance.
Proficiency with mortgage software and data analysis tools enables the officer to efficiently monitor credit portfolios and generate insightful reports.
Additionally, knowledge of regulatory frameworks guides the officer in implementing policies that safeguard the institution against credit risk while promoting responsible lending.
This position is Florida based and hybrid/remote work eligible.
