Amtrust Financial Services Inc Senior Jobs in Usa

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Financial Advisor
Salary not disclosed
New York 2 days ago
About Us At Indexed Financial, we do more than offer financial services — we help individuals build better futures through financial education, protection, and planning.

Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones.

We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies.

Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career.

What We’re Looking For We’re seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others.

No prior financial experience is needed — we provide full training and support to get licensed and build your business.

Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential.

Average Full-Time Agent Annual Earnings: Entry Level (0–3 years): $65,000 Mid Level (4–7 years): $284,000 Senior Level (8–10 years): $500,000+ What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply.

Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation.

If you're looking for a career change, side income, or a chance to build something of your own while helping others — we'd love to connect.

Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote
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Associate Financial Advisor
Salary not disclosed
Explore a career as a FINANCIAL ADVISOR! Take your career to the next level at the Mid-Atlantic Financial Group of Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Mid-Atlantic firm.

In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

The Financial Professional is a key member of our team.

After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program ("CDP"), your typical day may include: · Developing relationships with clients (both existing and prospective) · Gathering client information and using that information to build robust financial plans · Helping clients prepare for their retirement · Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
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Senior Construction Project Manager
✦ New
Salary not disclosed
Woodstock, GA 1 day ago

Senior Construction Project Manager - Retail Division


About PSI

Over the past 20 years, PSI has grown from a small carpentry business to a national construction company exceeding $400M in annual revenue. PSI focuses on Commercial, Retail, Grocery, Federal, and Design Build Construction across the United States. We offer our employees competitive base salaries, bonuses, benefits, 401k match programs, and paid time off (PTO).


Position Overview


Place Services, Inc. (PSI) has an immediate need for a Senior Project Manager to sit out of our HQ in Canton, GA.


The SPM will focus on Retail construction projects ranging from $500k - $10M.


Responsibilities

  • Take full ownership and accountability of your Retail Construction projects and manage them from end to end
  • Own the project budget from precon to completion while maintaining PSI's financial systems (PSI uses Acumatica)
  • Align workforce with project needs while overseeing reporting and documentation
  • Maintain clear and professional communication with clients, subcontractors, and internal teams
  • Represent PSI's core values in every interaction with clients, subcontractors, vendors, partners, and internal teams


Qualifications

  • 7-10+ years of experience as a PM for a Commercial Construction General Contractor
  • Bachelor's Degree in Construction Management or a similar discipline
  • Proven experience running $1-10M Commercial Construction projects for Retail clients
  • Proven experience with construction software like Procore, Fieldwire, MS Project, and other project management tools
  • Willingness to travel up to 25% as needed (client visits, milestones, etc.)


As an EEO employer, Place Services, Inc. is committed to providing all applicants and employees with equal access to employment opportunities, regardless of sex, race, age, color, national origin, disability, pregnancy, religion, marital status, veteran status, or any other characteristic protected by federal, state, or local law.

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Senior Project Manager - Design Build
✦ New
🏢 Place Services Inc.
Salary not disclosed
Canton, GA 1 day ago

Project Manager – Design Build General Contracting Division

Who We Are:

Place Services Inc. (PSI) is a national leader in commercial construction, headquartered in Canton, Georgia. Since 2006, we’ve grown from a four-person startup to a team of over 800 strong by consistently delivering construction excellence to clients across grocery, retail, military, and healthcare sectors.

We pride ourselves on our people-first values, commitment to quality, and a that supports long-term career growth. Whether in the field or at the office, PSI empowers employees to take ownership, strive for excellence, and grow with purpose.

What You’ll Gain:

  • Competitive base salary with bonus potential
  • Comprehensive medical, dental, vision, life, and accident insurance
  • Generous paid time off and paid holidays
  • 401(k) with company contribution
  • Access to mentorship, tools, and leadership development
  • Opportunity to contribute to high-impact projects across the country


What You’ll Do:

As a Construction Project Manager in our General Contracting – Design Build, you’ll take ownership of complex commercial buildouts from pre-construction through closeout. You’ll lead cross-functional teams, guide financial performance, manage stakeholder relationships, and deliver projects that meet or exceed expectations—on schedule, on budget, and with precision. Your key responsibilities include:


  • Leadership and Team Management: Lead diverse project teams with accountability, delegate effectively, mentor junior staff, and serve as the primary point of contact for all stakeholders.
  • Project Planning, Scheduling, and Execution: Oversee projects from initiation to closeout, develop schedules, allocate resources, and ensure all project milestones and deliverables align with PSI standards.
  • Budgeting and Financial Management: Own the project budget from pre-construction to completion—managing estimates, cost controls, change orders, billing, and gross margin performance using PSI’s financial systems.
  • Labor Management, Timekeeping, and Performance: Align workforce levels with project needs, oversee daily reporting, and coach field leadership to ensure accurate documentation and team productivity.
  • Risk Management: Proactively identify and mitigate project risks, ensure contract compliance, and support safe, informed decision-making throughout the project lifecycle.
  • Communication and Stakeholder Engagement: Maintain clear, professional communication with clients, subcontractors, and internal teams; lead meetings and ensure alignment on expectations, progress, and outcomes.
  • Construction Knowledge and Materials: Apply technical construction knowledge to sequencing, supplier coordination, and material sourcing while ensuring compliance with specs and regulations.
  • Safety and Quality Control: Promote a proactive safety culture and lead quality assurance efforts through audits, field talks, and adherence to OSHA and PSI standards.


Who Will Thrive in this Role:

The ideal candidate for this role isn’t just technically capable—they lead with ownership, accountability, and an unwavering commitment to quality. You’ll thrive in this role if you:

  • Take full ownership of your projects—always in command, never caught off guard
  • Lead with accountability and inspire the same in others
  • Deliver with excellence, from early planning through final closeout
  • Think critically and act resourcefully--ask "why" and challenge assumptions in pursuit of the best approach and outcome
  • Communicate clearly and professionally, and build trust through collaboration and a "we over me" mindset
  • Embrace continuous learning and improvement, and seek out opportunities to grow
  • Adapt quickly to shifting priorities and new systems with agility
  • Understand and apply construction tools, systems, and best practices with confidence
  • Represent PSI’s core values in every interaction—with clients, partners, and teammates
  • Strive to exceed client expectations and create lasting impressions


What You Bring:

Minimum Qualifications

  • 5 years of experience managing full lifecycle commercial construction projects, OR,
  • A bachelor’s degree in construction management, Engineering, or a related field AND 3+ years of experience managing full lifecycle commercial construction projects


Preferred Qualifications

  • Demonstrated success managing or supporting commercial construction projects of $1M+ in value
  • Strong knowledge of full-scope commercial construction workflows, scheduling, and coordination
  • Ability to lead a team, communicate clearly, and take full ownership of project delivery
  • Working knowledge of project management tools (e.g., Microsoft Project, Fieldwire, Procore, or similar), Microsoft Office Suite, Primavera, and ERP systems
  • Financial acumen to manage budgets, interpret reports, and drive cost-effective decisions
  • Familiarity with PSI’s financial systems (Acumatica JobView, Velixo)
  • Experience in estimating, quantity take-offs, or subcontractor negotiations
  • Strong organizational, time management, and problem-solving skills


Physical Abilities / Work Environment

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift, carry, and position objects up to 15 pounds without assistance.
  • Willingness to travel up to 25% as needed

As an EEO employer, Place Services, Inc. is committed to providing all applicants and employees with equal access to employment opportunities, regardless of sex, race, age, color, national origin, disability, pregnancy, religion, marital status, veteran status, or any other characteristic protected by federal, state, or local law.

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Senior Estimator - Retail Construction
🏢 Place Services Inc.
Salary not disclosed
Canton, GA 5 days ago

About PSI


Over the past 20 years, PSI has grown from a small carpentry business to a national construction company exceeding $400M in annual revenue. PSI focuses on Commercial, Retail, Grocery, Federal, and Design Build Construction across the United States. We offer our employees competitive base salaries, bonuses, benefits, 401k match programs, and paid time off (PTO).


Position Overview


Place Services, Inc. (PSI) has an immediate need for a Senior Estimator in Canton, GA.


The Sr Estimator will focus on Retail construction projects ranging from $500k - $10M+.


Responsibilities


  • Lead the preparation of estimates for PSI's retail clients
  • Manage and analyze subcontractor bid solicitation
  • Ensure proper bid accuracy minimizing the difference between actual and estimated costs
  • Proven ability to analyze blueprints and specification to estimate material and labor costs


Qualifications


  • 6+ years of experience in a commercial construction estimating environment
  • Proven experience estimating focusing on Retail, Restaurant, or other TI projects
  • Bachelor's Degree in Construction Management
  • Proven experience with estimating software (PlanSwift, Bluebeam, Sage, OST, Procore, etc.)
  • Excellent communication, negotiation, and organizational skills


As an EEO employer, Place Services, Inc. is committed to providing all applicants and employees with equal access to employment opportunities, regardless of sex, race, age, color, national origin, disability, pregnancy, religion, marital status, veteran status, or any other characteristic protected by federal, state, or local law.

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Senior Construction Scheduler
✦ New
Salary not disclosed
Belmont, MA 1 day ago

What We Do:

SMK Services, Inc. (SMK) is a Construction Management and Engineering services consultancy based in Belmont, Massachusetts. Our clients include public agencies, professional engineering firms, general contractors, and subcontractors. We provide services in Project Management, Construction Build Strategy, Scheduling, Engineering Support, Construction Estimating, Claims Analysis and Field Services.


With a growing client base and an expanding range of services, SMK is seeking a Senior Construction Scheduler to join our team in the Greater Boston Area.


Company Culture:

SMK is an exciting, collaborative, supportive environment where we take pride in the work we do and celebrate our collective success. We cultivate a strong sense of community, one where colleagues’ voices are valued, growth is encouraged, and leadership remains open and accessible. As our firm continues to expand, the successful candidate will help shape and strengthen SMK’s culture alongside us.


Opportunities for Growth:

SMK is a growing business that is continually evolving, creating meaningful opportunities for employees to grow alongside the company and advance their careers. We actively encourage and support colleagues in developing their careers in areas of the business and industry that align with their interests and passions. SMK offers ongoing professional development opportunities to broaden employee knowledge and ensure our team stays current with the latest industry practices and innovations.


Why SMK

SMK is intentionally built as a close-knit, highly collaborative team where people genuinely know, trust, and support one another. Our size allows for real relationships, open communication, and a workplace where individual contributions are visible and valued.


We pride ourselves on creating a warm, engaging, and supportive environment, one where experienced professionals can do their best work without bureaucracy or being lost in the crowd. Leadership is hands-on and accessible, collaboration is the norm, and we care deeply about both the quality of our work and the well-being of our team.


At SMK, you’re not just filling a role, you’re joining a group of professionals who respect each other’s expertise, enjoy working together, and are committed to growing the firm thoughtfully and sustainably.

 

The Role:

SMK is seeking a seasoned Senior Construction Scheduler to support and lead scheduling efforts for complex infrastructure and heavy civil design and construction projects, which may include transportation, rail, facilities, multi-modal, and large highway programs. The successful candidate will bring advanced Critical Path Method (CPM) scheduling expertise, deep hands-on experience with Primavera P6, and a proven ability to develop schedules and analyze, manage, and communicate schedule risks, constraints, and construction sequencing.


Ideal Candidate

The ideal candidate is someone who enjoys being trusted to take ownership of their work and is comfortable operating without heavy oversight. They are naturally curious, ask the right questions early, and think several steps ahead when developing or reviewing schedules.


They have the confidence to challenge assumptions, respectfully and constructively, and are comfortable explaining schedule logic, risks, and impacts to both technical and non-technical audiences. Rather than simply updating schedules, they focus on understanding why activities move, where risk is accumulating, and how decisions affect the overall program.


The ideal candidate values clarity, accuracy, and professionalism in written communication and takes pride in producing narratives and analyses that stand up to scrutiny. They are organized, pragmatic, and calm under pressure, with the judgment to prioritize what truly matters when multiple deadlines compete.

Finally, the ideal candidate is someone who appreciates working in a small, close-knit team. They are generous with their knowledge, supportive of colleagues, and motivated by contributing to a respectful, collaborative environment where people genuinely enjoy working together.


Key Responsibilities:

In this role, you will be responsible for a variety of tasks, including:

  • Develop, maintain, and manage cost and resource-loaded CPM schedules using Primavera P6 and other scheduling tools.
  • Prepare, update, and maintain design and Contract Time Determination schedules in accordance with contract requirements, client procedures, and industry best practices.
  • Review designer and contractor schedule submittals, including baseline and re-baseline schedules, monthly updates, Time Impact Analyses, acceleration schedules, and recovery plans, for contractual and technical compliance.
  • Perform independent time-impact analyses and review contractor requests for time extensions and delay-related submissions.
  • Analyze schedule progress, critical paths, float consumption, and forecasted completion; identify at-risk activities and recommend mitigation strategies.
  • Conduct site visits to active heavy civil construction projects to verify progress, document conditions, and perform or review schedule updates.
  • Perform “what-if” schedule scenarios to assess impacts to milestones and overall project delivery.
  • Prepare clear, well-documented technical reports, narratives, charts, and graphics summarizing schedule analyses and findings.
  • Provide quality review of schedule-related reports prepared by others.
  • Attend and participate in client progress and scheduling meetings; confidently present schedule updates, analyses, and recommendations.
  • Coordinate closely with project managers, designers, contractors, and internal teams to resolve schedule issues and support effective project delivery.
  • Support the maintenance and updating of SMK’s company-wide project and program schedules.


Key Attributes:

  • Exceptional written, verbal, and organizational skills.
  • Demonstrated proficiency in independently authoring clear, well-structured analytical reports and narratives.
  • Ability to work independently while also collaborating effectively within a team.
  • Strong, intuitive understanding of construction principles, sequencing, and contractor means and methods.
  • Professional judgment and confidence to step into client-facing discussions.
  • Flexibility with work location within Eastern Massachusetts.
  • Willingness to step outside the core role to assist with periodic Project Management tasks as needed.


Qualifications:

A minimum of 6+ years of active civil (heavy) construction scheduling experience (transportation experience preferred), including:

  • Developing and updating Contract Time Determination schedules with narrative reports.
  • Reviewing and analyzing baseline schedules and monthly progress update schedules developed by others.

Required proficiency in:

  • Primavera P6
  • Microsoft Excel, Word, and Outlook

Experience with:

  • Microsoft PowerPoint
  • Bluebeam

Valid driver’s license and access to a personal vehicle

Authorization to work in the United States


Additional Employment Information:

  • Full-time salaried position.
  • Annual starting salary of $130,000 to $175,000, dependent on experience.
  • Paid Time Off.
  • Eleven days of holiday pay.
  • Generous retirement plan contribution.
  • Paid office parking.
  • Cell phone allowance.
  • Medical and dental insurance.
  • Hybrid work structure with remote and in-office days based on workload, collaboration needs, client meetings, training, and experience level.
  • Primary work location is office-based, with occasional site visits throughout New England.


Note to Applicants

This is a senior-level role requiring significant experience in Civil (Heavy) Construction scheduling, with Transportation experience preferred. We encourage applicants who closely match the qualifications outlined above to apply. Candidates whose experience does not align with the requirements will not be considered at this time.


Equal Employment Opportunity Statement:

SMK provides equal employment opportunity in employment and advancement for all persons regardless of race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran and persons with a disability, at all employment levels, including the executive level. We do not and will not discriminate against any applicant or employee regardless of race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran and persons with a disability for any position for which the applicant or employee is qualified. Such affirmative action shall apply to all employment practices, including, but not limited to hiring, upgrading, demotion or transfer, recruitment, recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship and on-the-job training.

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Senior Manager Product Management
Salary not disclosed
Roseland, NJ 2 days ago
IT: ADP Technology Services, Inc.

seeks Sr Manager-Product Management reporting to our Roseland, NJ loc.

to id current & potntal custmr needs using mrkt anlysis, data collection from intrnl stkhldrs such as sales, support etc.

Bach's deg in Bus Admin, Info Sys, rel'd Eng discip or a rel'd field + 8 yrs of rel'd exp req.

ADP will also accept a master's deg + 5 yrs of rel'd exp.

4 years of exp must incl: UX & Prod Usability exp; Prod mgmt exp; Agile Prod Meth, incl Scrum, Kanban, & Lean; Roadmap Planning & Mgmt; Prod Lifecycle Execution; Custmr Needs Anlysis; User Centered Dsgn & Prod Usability; Quantitative Anlysis of Prod Usage & Adoption; Competitive Research & Mrkt Gap Anlysis; Prod Strategy Dvlpmnt; & HCM prod implement.

Telecommuting Permitted.

Annual base salary range for this position is $185,442 to $255,600.

Benefits listed at: /en/life-adp.

To apply, pls respond to req.

274167 at Alt, applicants may mail resume to the following address rfrncng req.

274167, 1 ADP Blvd., MS 248, Roseland, NJ 07068.

JobiqoTJN.

Keywords: Product Manager, Location: Roseland, NJ
- 07068
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Senior Platform Engineers
🏢 ADP Technology Services, Inc.
Salary not disclosed
New York, NY 2 days ago
IT: ADP Technology Services, Inc.

seeks Sr Platform Engineers at our New York, NY loc.

to dsgn & architct solns for s/w dvlpmnt probs.

Bach's deg in Comp Sci, Comp Engg, Info Sys, or a rel'd field + 2 yrs of rel'd exp req.

1 year of exp must include: Write Javascript code; Dvlp entrprse grade s/w; Dvlp s/w at scale; Cloud prvdrs incl AWS; Robust test strat emplyng test strat at multiple lyers (incl unit, integn, functn, manual, & auto end to end tests); Intrfcng w/ prod membrs to help dsgn featres; NodeJS; GO; Kubernetes; Front end dev w/ ReactJS; Work w/ Rltnl & NoSQL dbs; & Ablty to break down probs & come up w/ sys dsgn & archit for soln approach.

Annual base salary range for this position is $132,585 to $190,200 per year.

Benefits listed at: /en/life-adp.

To apply, pls respond to req.

274229 at Alt, applicants may mail resume to the following address rfrncng req.

274229, 1 ADP Blvd., MS 248, Roseland, NJ 07068.

JobiqoTJN.

, Location: New York, NY
- 10060
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Senior Application Developers
🏢 ADP Technology Services, Inc.
Salary not disclosed
Roseland, NJ 5 days ago
IT: ADP Technology Services, Inc.

seeks Sr Application Developers at our Roseland, NJ loc.

to prtcpt in SDLC, incl.

plan, constrct, test, reviews, & demos.

Bach's deg in Comp Sci, Comp Engg, Info Sys, or a rel'd field + 5 yrs of rel'd exp req.

ADP will also accept a master's deg + 3 yrs of rel'd exp.

3 yrs of exp must incl: Java, J2EE; Java spring boot; SOA; OOAD; OOP; Angular; Typescript/Javascript; Eclipse; Spring Tools; VSC IDE; ORMs, incl.

MyBatis; Restful & SOAP-based web servcs, incl.

JSON & XML; Unit tstng frwks, incl.

Junit & Jest; SQL Data Store-MySQL; AWS RDS; Python; Kubernetes; Jenkins CI/CD frwk; PyCharm IDE; Docker.

Annual base salary range for this position is $128,589 to $142,200.

Benefits listed at: /en/life-adp.

To apply, pls respond to req.

274483 at Alt, applicants may mail resume to the following address rfrncng req.

274483, 1 ADP Blvd., MS 248, Roseland, NJ 07068.

JobiqoTJN.

Keywords: Web Developer, Location: Roseland, NJ
- 07068
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Senior Credit Risk Analyst
🏢 Harnham
Salary not disclosed
Chicago, IL 2 days ago

Senior Credit Risk Associate

Location: Chicago (Hybrid, 3 days per week)

Salary: $115,000 to $130,000 base plus 15 percent bonus paid quarterly

Visa sponsorship not available


A fast-growing, data-driven financial services company is seeking a Senior Credit Risk Associate to join its analytics function and support credit acquisition strategy. This role focuses on making disciplined, data-led credit decisions that balance growth, risk, and regulatory compliance.


This is a strong opportunity for an experienced credit analyst who enjoys combining hands-on analytics with strategic input and cross-functional collaboration.



The Role

The successful candidate will focus on pre-enrollment credit risk strategy and play a key role across the customer lifecycle.

Key responsibilities include:

  • Developing and enhancing credit risk strategies across acquisition and early lifecycle stages
  • Analysing application data, credit bureau reports, trade lines, and portfolio performance
  • Partnering with model development teams on scorecards and machine learning models
  • Monitoring early risk indicators and overall portfolio health
  • Ensuring compliance with ECOA, FCRA, and UDAAP regulations
  • Presenting insights and recommendations to senior stakeholders
  • Collaborating closely with sales, operations, and legal teams
  • Conducting market and industry research to inform strategy



About You

This role suits someone who is analytically strong, commercially aware, and comfortable influencing decision-making.


Required experience:

  • 4+ years of experience in credit analytics, underwriting, or consumer lending
  • Strong background in acquisition strategy and credit decisioning
  • Advanced SQL skills
  • Experience with Python or R preferred
  • Familiarity with Tableau, Snowflake, and cloud data environments
  • Experience working with credit bureau data, scoring models, and underwriting frameworks
  • Background in consumer-facing financial services or lending


Interview Process

  • Short SQL-based technical assessment
  • Virtual interview with the hiring manager
  • Final interview with senior commercial leadership


Why Apply?

  • High-impact role within a growing analytics team
  • Strong business performance without aggressive headcount expansion
  • Clear exposure to senior stakeholders and decision-makers
  • Comprehensive benefits including employer-paid healthcare, flexible time off, and a 401(k) with immediate vesting
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Senior Investment Operations Analyst
Salary not disclosed
New York 6 days ago

Senior Investment Operations Analyst - Investment Management
We are currently seeking candidates for a Senior Investment Operations Analyst opportunity with a top-tier Investment Management firm located in New York, NY.. The Senior Investment Operations Analyst will conduct portfolio accounting, support trade operations, perform reconciliations, and promote strong vendor relations. The ideal candidate will have 3+ years of investment operations, portfolio administration, and reconciliations experience in investment management or financial services industry.
This is a direct-hire opportunity offering a salary of $75,000–$85,000 (depending on experience) + bonus. This position supports a 100% remote work model, based out of New York, NY.
Responsibilities:

  • Maintain and validate cash transactions through accurate data entry in the portfolio accounting system.
  • Manage trade data flow from trading desks, ensuring settlement details are received, verified, and properly recorded.
  • Oversee the seamless integration of trade information into the accounting platform and ensure timely reporting to custodians.
  • Support the maintenance of securities master data, including accurate security attributes and market pricing for reliable valuation and performance reporting.
  • Perform daily reconciliations of holdings and transactions across internal systems and custodian records, documenting and promptly resolving discrepancies.
  • Generate and distribute reconciliation reports for internal teams and external stakeholders using various system tools.
  • Produce standard and ad hoc reports to support internal operations and meet external client or regulatory requirements.
  • Build and maintain strong relationships with vendors, custodians, and financial institutions, proactively addressing service issues and monitoring industry developments.

Qualifications:

  • Bachelor's degree in Finance, Economics, or Business.
  • 3+ years of experience in investment operations, with a strong focus on reconciliations.
  • Proficiency with Microsoft Excel for data analysis and reporting.
  • Solid understanding of fixed income and equity securities.
  • Strong analytical thinking, problem-solving abilities, and organizational skills.
  • Excellent written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence.
  • Ability to work independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment.

If you are interested in learning more about this opportunity, please send your resume to .

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Chief Financial Officer
Salary not disclosed

Company:

Founded over two decades ago, Boyne Capital is a growing Miami, Florida-based (Coconut Grove) private equity firm focused on investments in lower middle market companies.

We have built a firm that prizes the intrinsic value of the work and the people who work here, over the formalities and pretenses of the corporate world. We are a team eager to foster growth and development-to recognize each other's successes and promote from within. As a result, we have created an open and supportive workplace of hard-working, highly qualified professionals who care just as much about each other as we do our portfolio companies.

Opportunity:

Reporting to the Chief Executive Officer, you will be responsible for managing the full scope of finance-related activity including financial planning, financial reporting, risk management, and fund taxation, with the support of an established accounting team. Ensuring compliance with SEC requirements is a critical component of the role.

Key Responsibilities:

  • Manage the finance and accounting function for the business, including tax, treasury, and compliance
  • Ensure compliance with relevant SEC and governmental regulations
  • Proactively manage internal and external risks
  • Deliver timely, accurate, and comprehensive financial reports, including fund accounting results to both our investors and senior leadership team
  • Lead administrative programs such as IT, HR, purchasing, and insurance
  • Support senior executive team with fundraising, investor relations, and other key activities

Qualifications:

  • Bachelor's degree in accounting, finance, economics, or a related field
  • 5+ years of audit at Big 4 within the financial services segment/or engagement focus on registered investment advisors
  • Lower-middle market experience
  • Local/serious about relocation to be on-site in Miami, FL
  • Exceptional analytical, leadership, communication, and interpersonal skills

Preferred Qualifications:

  • MBA or Master's degree
  • CPA license
  • Compliance experience with SEC registered private equity firms
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Senior Sales Representative
✦ New
Salary not disclosed
Manalapan, NJ 10 hours ago

Company Description

LendBull LLC is a fast-growing business funding and financial solutions firm based in Manalapan, NJ. We specialize in helping small and medium-sized businesses access working capital, growth funding, and strategic financing solutions quickly and efficiently. Our approach is relationship-driven, transparent, and performance-focused, we prioritize long-term partnerships over one-time transactions.


Our team operates in a high-energy, results-oriented environment where strong communication, accountability, and consistency are valued. We provide our clients with real solutions that impact their ability to scale, hire, and operate with confidence.


If you thrive in competitive sales environments, value integrity, and want to build real earning potential in a growing company, LendBull offers the platform to do it.


Role Description

This is a full-time on-site role for a Senior Sales Representative located in Manalapan, NJ. The Senior Sales Representative will focus on cultivating relationships with potential clients, maintaining existing client accounts, and identifying new sales opportunities. Day-to-day activities include conducting sales presentations, negotiating contracts, maintaining thorough product knowledge to provide tailored solutions, and achieving sales targets. This role involves collaborating with team members and ensuring exceptional customer service to drive client satisfaction and long-term partnerships.


Qualifications

  • Proven experience in sales, business development, and relationship management
  • Excellent communication, negotiation, and interpersonal skills
  • Strong organizational, analytical, and problem-solving abilities
  • Proficiency in CRM tools and sales-related software
  • Proactive, self-motivated, and results-driven attitude
  • Ability to work independently and efficiently in a fast-paced environment
  • Familiarity with the financial services or lending industry is a plus
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Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Salary not disclosed
Ocoee, Florida 6 days ago
Position Type: Regular

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
Not Specified
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Senior Legal Counsel
✦ New
Salary not disclosed
Washington, DC 1 day ago

I’m currently partnering with a leading financial services organisation seeking a Senior Counsel to support its broker-dealer and registered investment advisory platform. This role will serve as a key legal advisor across the business, providing strategic guidance on regulatory matters while supporting ongoing growth initiatives.


Key Responsibilities

  • Provide practical legal guidance on regulatory matters affecting broker-dealer and investment advisory services, including managed accounts, advisory programs, financial planning services, and self-directed brokerage offerings
  • Advise on and draft client-facing disclosures, internal policies, and supervisory procedures
  • Partner closely with compliance, operations, and business teams to align regulatory requirements with strategic objectives
  • Draft, review, and negotiate commercial agreements impacting the firm’s advisory and brokerage operations
  • Monitor and interpret regulatory developments affecting securities and advisory services, communicating implications across legal and business teams
  • Support additional strategic and operational legal initiatives as needed


Qualifications

  • Juris Doctor and active bar membership
  • 8+ years of experience in securities law, with substantial exposure to retail broker-dealer and investment advisory frameworks
  • Deep understanding of the Investment Advisers Act, Securities Exchange Act, and applicable FINRA regulations
  • Ability to translate complex regulatory requirements into clear, actionable guidance for business stakeholders
  • Strong independent judgment with the ability to manage multiple priorities in a fast-paced environment
  • Demonstrated ability to collaborate cross-functionally and build strong internal relationships
Not Specified
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Case Management-Coordinator of Community Services
Salary not disclosed

Case Manager-Coordinator of Community Services

Compensation: Base Salary: $65,000 per year. Potential Bonus: Up to $5,000 annually, $1,250 quarterly.

Job Type: Full Time

Work Schedule: 8:30am- 5:00pm, Monday through Friday (flexible as needed)

Work Environment: This is a hybrid position - work from your home office* with local community visits.


21 Years of Services – Helping Others Meet Life’s Challenges.

High quality healthcare programs, services, and PEOPLE LIKE YOU!

  • Exceptional Benefits (Medical - Kaiser, Dental and Vision - Mutual of Omaha, PTO, 401k, FSA, and company paid Short Term Disability & Life and Accidental Death and Dismemberment and a host of other voluntary benefits to select from)
  • At Total Care Services, Inc., a non-profit organization, we offer more than just a chance to make a significant impact in our community. As a participant in the Public Service Loan Forgiveness (PSLF) Program, joining our team means you're also eligible to apply for loan forgiveness, empowering you to serve with financial peace of mind.


Total Care Services, Inc. (TCS) is seeking dedicated and compassionate individuals to join our team as Case Manager in our Coordination of Community Services program. The Coordinator of Community Services II (CCS II) will work with the Program Support Supervisor to manage the Person-Centered-Plans (PCP), Comprehensive Assessment (CA), and Supports and Services Planning Tool (SSPT). The CCS II will thoroughly understand the PCP, CA, and SSPT processes and timelines required by Federal and State compliance regulations. As a Case Manager, you will play a crucial role in supporting individuals with intellectual and developmental disabilities and their families in Maryland.


As a Case Manager (CCSII), you will:

  • Work collaboratively with clients and their families to identify needs, goals, and preferences
  • Provide information about community resources and support services
  • Empower clients to make informed choices and plan for their future
  • Assist clients in accessing service delivery systems, resources, and supports
  • Monitor and evaluate services to ensure they meet clients' needs and preferences
  • Carry a caseload of at least twenty-five (25) persons served, complete and document a minimum of thirty (30) billable units a day (or one hundred (150) units per week) within Long Term Services and Support System (LTSS) Maryland for activities completed on behalf of eligible persons.
  • Manage and complete all assigned Person-Centered-Plans (PCP) and Supports and Services Planning Tools (SSPT).
  • Pair up with CCS I teams and Program Supervisors to provide support.
  • Act as a backup in the absence of CCS I and PCP Manager/Scheduler.
  • Assist with continuous improvement projects such as training and/or initiatives.
  • Attends weekly supervision with the Program Support Supervisor.

Qualifications:

  • Master’s degree preferred; Bachelor’s degree in human services required.
  • Case management: 2 years (Required)
  • Community engagement: 2 years (Required)
  • Must be a licensed driver and have own transportation with valid insurance.
  • Must be able to drive to and from meetings throughout the state of Maryland.
  • Knowledge of Home and Community Based Waiver Services and the developmental disabilities field.
  • Mandatory COVID-19 Vaccination Policy applies to all employees.
  • Must be a U.S. citizen or alien who is lawfully authorized to work in the United States.
  • Must be proficient with Microsoft 365 Word, MS Excel, PowerPoint, Outlook, TEAMS, and all other applications.
  • Must have excellent oral and written communication skills.
  • Must have excellent analytical skills and possess the ability to perform statistical analysis of aggregate data.

Benefits:

  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Total Care Services, Inc. is committed to equal employment opportunity and to compliance with federal, state, and local laws governing non-discrimination. Total Care Services, Inc. is proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class.

Not Specified
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Real Estate Services Asset Specialist
✦ New
Salary not disclosed
Olean, NY 1 day ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

This position will comply with bank and investor guidelines with portfolio and investor mortgage loans, conducting required functions for special asset protection management.

Essential Responsibilities:

  • Execute and submit secondary market investors, government agencies, and mortgage insurance delinquency and status reports to safeguard the company's interest
    • Adhere to guidelines set by investors, guarantors, and regulatory entitles for accurate and timely reporting
    • Manage audits conducted by third party companies such as TenA for quality control of FHA-HUD and USDA portfolios
  • Prepare, monitor, and submit applicable servicing claims to safeguard the company's interests in residential real estate properties following applicable guidelines and regulations
    • Processing and application of, or release of claim documents and funds
    • Successfully resolve claim disputes brought to mortgage insurance, guarantors, and investor loan entities
  • Oversee the workflow for maintaining post-foreclosure accounts including Other Real Estate Owned (OREO) properties
  • Facilitate release requests including but not limited to release of security, releases of liability, and deed transfers by preparing, reviewing and processing documents
  • Assist with conducting review, preparing and managing charge offs and write downs
  • Prepare and mail notifications to borrowers per investor, guarantor, state, insurer, or bank guidelines
  • Comply with applicable regulations including but not limited to Fair Debt Collections Practices Act, Real Estate Settlement Procedures Act, Service Member Civil Relief Act, Dodd-Fran Act (UDAPP) as they relate to consumer real estate loan collections
  • Perform other related duties as assigned or directed
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the Consumer Real Estate Servicing Department, this position is also responsible to provide assistance wherever necessary to help the Consumer Real Estate Servicing Department and the Company in achieving their annual goals.


Qualifications

Education/Training/Requirements:

  • High School Diploma or GED required
  • A.A. or A.S. degree with business field of study or relevant work experience strongly preferred
  • All applicants must be 18 years of age or older

Skills:

  • Familiarity with collections, loss mitigation, foreclosure, and bankruptcy laws; servicing requirements of various secondary market investors and government agencies
  • Proficient reading, writing, and grammar skills
  • Excellent mathematical skills
  • PC proficiency including Windows and Microsoft Suite
  • Able to demonstrate ability to analyze data from reports/workbooks
  • Excellent interpersonal and communication skills
  • Must be collaborative, adapt and reprioritize, and have an independently objective mindset
  • Must be able to consistently demonstrate the Company's core values; integrity, teamwork, excellence, and humility

Experience:

  • Minimum of two (2) years' collections or loan servicing experience preferred

Other Job Information

Hours: 40 hours/week (some OT including nights, weekends & holidays)

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $19.00/Hr.
Maximum

USD $25.60/Hr.
Not Specified
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Entry Level Financial Advisor
✦ New
$75,000-75,000 Yearly Salary
Houston, Texas 10 hours ago
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation:

Commission - $75,000+

Responsibilities:
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications:
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

About Company

Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.

We can be different by doing the right thing!


#WHGEN

Compensation details: 75 Yearly Salary



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Not Specified
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Financial Call Center Specialist
✦ New
Salary not disclosed
Rio Rancho 10 hours ago
A-Line Staffing is now hiring a Full-Time, On-Site, Financial Call Center Specialist in Rio Rancho, NM! (THIS POSITION ON SITE! THE HOURS VARY WITH WEEKEND WORK).

About Us We are guided by a common purpose: to help make financial lives better through the power of every connection.

We deliver for our clients, teammates, communities, and shareholders every day by driving Responsible Growth.

Being a Great Place to Work is core to how we grow responsibly.

We are committed to an inclusive workplace, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making a positive impact in the communities we serve.

We support an in-office culture with defined attendance requirements while allowing role-specific flexibility.

Here, you can build a successful career with opportunities to learn, grow, and make an impact.

Job Description We are seeking a Personal Banker / Client Solutions Specialist to assist clients with their credit and short-term lending needs while identifying additional opportunities to help them reach their financial goals.

You will create a positive client experience by building, deepening, and retaining relationships, managing risk, and offering customized solutions.

Financial Call Center Specialist Compensation The pay for this position is $25.00/hr Benefits are available to full-time employees after 90 days of employment · Competitive medical, dental, and vision plans · 401(k) with company match · Paid Time Off (PTO) · Training and career development opportunities Financial Call Center Specialist Highlights This position is a Direct Hire role! The required availability for this position – Training schedule is Monday-Friday 9am-5:30pm MST After training ability to work variable schedules Monday – Friday: 6:00 AM – 8:00 PM MT Saturday: 7:00 AM – 5:00 PM MT Sunday: 6:00 AM – 3:00 PM MT Financial Call Center Specialist Responsibilities · Assist clients with credit and short-term lending needs while uncovering additional financial opportunities.

· Respond to client inquiries and concerns with tailored solutions.

· Sell and fulfill banking products, including credit cards, loans, checking, and savings accounts.

· Identify client needs for licensed sales functions and refer to Line of Business partners.

· Manage risk in every transaction using available tools.

· Build rapport and create a positive client experience through active listening and addressing questions.

Financial Call Center Specialist Requirements Passion, commitment, and drive to improve clients’ financial lives.

Ability to engage clients, understand their needs, and communicate solutions clearly.

Team-oriented with flexibility to work weekends and holidays.

Comfort with receiving feedback and adapting to ongoing changes.

Intermediate computer proficiency.

Self-motivated with strong organizational, decision-making, and problem-solving skills.

Desired Qualifications Experience providing card solutions.

Background in banking or financial services.

Call center or telephone sales experience.

Skills Client Experience Branding Customer and Client Focus Adaptability & Active Listening Problem Solving & Issue Management Referral Identification & Client Solutions Advisory Attention to Detail Knowledge of relevant laws, rules, and regulations Education Minimum: High School Diploma / GED / Secondary School or equivalent If you think this Financial Call Center Specialist position is a good fit for you, please reach out to me—feel free to call, e-mail, or apply to this posting!
Not Specified
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Field Service Technician - Columbus
✦ New
Salary not disclosed

Job Opportunity: Field Service Technician - Pump Systems with Allied Technical Services in Columbus, OH (Marengo area)



Do you have strong mechanical skills? Are you a quick learner? Do you have a passion for delivering impactful solutions and results? If so, then we have an exciting opportunity for you.



Allied Technical Services is hiring a Field Service Technician to support temporary pump and piping systems used in municipal, industrial, and construction projects. If you’re mechanically inclined and eager to learn, we’ll provide training to help you succeed.


Pay & Benefits

  • $18/hour to $20/hour, based on experience
  • Guaranteed 40 hours/week + overtime opportunities
  • Incremental pay increases with training and skill development
  • Generous PTO and comprehensive benefits
  • Safety equipment, and in‑house training provided
  • Company vehicle provided for work‑related use during working hours


What You’ll Do

  • Install, operate, and service temporary pump and piping systems
  • Load and unload pumps and related equipment
  • Ability to operate lifting equipment including forklifts, extended boom forklifts, skid steers, tow motors, etc., preferred.
  • Complete basic documentation for rented equipment
  • Work at job sites across Ohio, Kentucky, and Indiana
  • Participate in an after‑hours/on‑call rotation as needed


What We’re Looking For

  • 1–3 years of construction or mechanical experience preferred (not required)
  • Able to meet physical demands by lifting more than 25 lbs, working from heights, bend, squats, and performing outdoor tasks in all weather conditions.
  • Experience with forklifts, skid steers, or similar equipment is a plus
  • Valid driver’s license with a clean driving record
  • Ability to pass background, drug, and alcohol screening
  • Exposure to job site conditions: petro-chemical refineries, mills, mines, construction sites, industrial/power plants, wastewater treatment plants, etc.
  • Exposure to all outdoor weather conditions.


About Allied Technical Services


Allied Technical Services is a family‑owned company specializing in industrial and municipal pumping equipment, including installation, maintenance, and emergency response. We offer a supportive team environment with real opportunities for growth.


Location: Pump Rental Branch – Marengo, OH (outside Columbus)


To learn more about Allied Technical Services and the products and services that we provide, take a moment to review our website and LinkedIn page:


:// ’t miss out! Come join a growing company with a competitive salary, incentive programs, and a great team culture. If you have the required experience and qualifications, please apply online at or email !


Employer is EOE/M/F/D/V. Please no third-party candidates or phone calls.

Not Specified
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