Legalis Financial Services Senior Jobs in Usa

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Customer Service Advisor
✦ New
Salary not disclosed
SAN ANTONIO, Texas 5 hours ago

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

As an Intermediate Teller you will be accountable for delivering superior and prompt customer service by performing transactions as requested on a variety of banking services through the lobby and/or drive thru in alignment with defined guidelines and process. You will respond to and advise customer inquiries on product features and services as well as be knowledgeable of prescribed policies, procedures, regulations and guidelines associated with USAA's banking products.

This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year.

This role is available at our San Antonio Office, in office 5 days per week.

Work Hours:

  • Training 3 weeks- Monday - Friday 8:15am 5:15pm

  • Monday - Friday - 8:15 am - 5:15 pm

  • Rotating Saturdays 8:15 am -1:15 pm

What you'll do:

  • Works under general supervision and is accountable for delivering outstanding customer service in performing a variety of basic banking services though lobby and/or drive thru.

  • Resolves member issues and/or complaints in a professional manner; collaborates with team members to resolve issues and to identify appropriate issues for customer concern and seeks management assistance as needed.

  • Follows operational processes, procedures, and requirements and applies their job experience to carry out moderately complex work assignments, like estate accounts and special endorsements.

  • Maintains low error ratio, teller cash drawer limits and remains within cash outage allowance.

  • Identifies new and emerging fraud transactions and provides accurate, timely communication to management to mitigate loss.

  • Responds to and advises member inquiries on product features and services.

  • Recognizes and refers potential product needs and self-service opportunities.

  • Maintains and adheres to all policies, regulations, guidelines, and procedures applicable to Teller Operations (i.e. Patriot Act - Anti-money Laundering, Regulation CC, OFAC, etc.).

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • High School Diploma or General Equivalency Diploma required.

  • 1 year of customer service experience as a teller, in financial services, or retail sales environment.

  • General math and calculator skills with the ability to perform basic mathematical calculations, including addition, subtraction, multiplication, division.

  • Strong organizational, and communication, and customer service skills.

  • Basic knowledge of applicable banking regulations, guidelines, and procedures.

What sets you apart:

  • 2 years bank teller experience

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $43,680.00 - $59,980.00

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.

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Customer Service Representative (Multi Branch Support)
✦ New
Salary not disclosed
Fort Worth, TX 11 hours ago
Job Opportunity

Do you thrive on making a positive, lasting impact on people?

Are you bilingual in English and Spanish?

Do you have customer service experience?

Are you looking for an opportunity to learn a new industry, with paid on the job training?

Would you enjoy working in multiple locations in your area?

Do you want multiple opportunities to advance your career?

Do you want to work in an open, office environment?

Do you want to receive award-winning benefits, including company paid medical insurance for you, as the employee?

You're the first face customers see and the most important memory, because you'll be the one who helps them, over the phone and in-person, when they have a financial need. No prior finance experience required just bring your customer centric attitude and we'll teach you the rest!

In this role, you can expect to:

  • Provide outstanding customer service both on the phone and in-person.
  • Market for new and continued customer business.
  • Prepare and process loans and income tax returns.

We offer:

  • TOP-of-the-line training, with pay increase incentives, which includes hands-on and online training. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
  • An EXCELLENT benefits bundle that includes company-paid medical insurance (free to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
  • Monthly Bonus Potential You have the ability to earn a monthly bonus when your team meets your branch goals!
  • Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions, and more.
  • Growth Potential We believe in fostering our employees' talents and providing a pathway for their individual career story.

We are a leader in the financial services industry since 1955, and proudly provide easy and safe installment loans and income tax preparation to the communities where we operate. Thanks to our conveniently located branches, we are honored to provide personal service from people our customers know they can trust. At Security Finance, it is about being good members of our community, helping neighbors in times of need, and treating customers with the respect they deserve.

Come Begin Your Story! Apply today!

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Advisory Client Service Supervisor
✦ New
Salary not disclosed
Green Bay, WI 10 hours ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team.

As an Advisory Client Service Supervisor, you will:

Leadership and Management:





  • Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.



  • Provide coaching, mentoring, and development opportunities to team members.



  • Assign and monitor daily tasks, ensuring alignment with department goals and service standards.



  • Lead regular team meetings to communicate updates, share best practices, and address challenges.



Client Service:





  • Ensure seamless client onboarding and ongoing service delivery across the advisory business.



  • Monitor and enhance the client experience by identifying service gaps and implementing improvements.



  • Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.



  • Promote a client-first mindset throughout the team.



Advisor Support:





  • Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.



  • Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.



  • Monitor and track client service activities to ensure timely and accurate completion.



  • Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.



Process Optimization and SOP Management:





  • Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.



  • Identify opportunities for process improvement and implement changes to enhance operational efficiency.



  • Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.



Training and Support:





  • Develop and deliver training programs for new and existing client service associates.



  • Ensure team members are proficient in systems such as Schwab and Salesforce.



  • Facilitate cross-training to build team flexibility and coverage.



  • Maintain and update training materials and reference resources.



Project and Performance Management:





  • Lead or support department-level projects related to client service enhancements and operational improvements.



  • Track and report on key service metrics.



  • Provide regular updates to leadership on team performance, challenges, and successes.



  • Ensure compliance with internal procedures and regulatory standards.



Qualifications:



  • Bachelor's degree in finance, business administration, or a related field.

  • Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.

  • Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.



Benefits:



  • Medical, Dental, Vision, & Life Insurance

  • 401(k) with a company match

  • PTO & 11 1/2 Paid Holidays



The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled
Not Specified
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Loan Servicing Specialist
Salary not disclosed
San Diego, CA 6 days ago

About Servicing Pros

Servicing Pros is a specialized real estate accounting and back-office firm serving private lenders and real estate investment funds across the U.S. We pride ourselves on being highly responsive, detail-oriented, and deeply committed to supporting our clients' success. Our team reflects our clients’ values, ensuring that every interaction promotes clarity, confidence, and professionalism.


Position Summary

We are seeking a Loan Servicing Specialist who will be the first point of contact for our clients and their borrowers. You’ll be responsible for delivering exceptional service, resolving inquiries, and working closely with our, loan servicing teams. This role requires a proactive communicator who is organized, empathetic, and confident in handling complex information in a high-touch, fast-paced environment.


Key Responsibilities

  • Serve as the primary contact for client and borrower inquiries via phone and email
  • Respond to servicing and fund administration questions clearly and accurately
  • Monitor client accounts and communicate updates or issues promptly
  • Collaborate internally to ensure accurate and timely follow-up on open requests
  • Maintain detailed records of interactions in our CRM and servicing systems
  • Identify recurring issues and escalate when appropriate to improve processes
  • Support onboarding of new clients and assist with training materials as needed


Qualifications

  • 2+ years in a customer service or client-facing role, preferably in financial services, lending, or real estate
  • Excellent verbal and written communication skills
  • Strong problem-solving and critical thinking abilities
  • Comfortable working with financial documents and confidential data
  • Tech-savvy; experience with CRM tools, Microsoft Office, and online platforms
  • Ability to prioritize and multitask while maintaining attention to detail
  • Bilingual (Spanish/English) a plus, but not required


What We Offer

  • A mission-driven culture that values people, clarity, and results
  • Ongoing training and opportunities for professional growth
  • Competitive salary and performance-based bonuses
  • Flexible schedule options and a supportive team environment
  • A chance to work with an industry leader in private lending support services


Ready to Join Our Team?

Submit your resume and a brief introduction telling us why you're a great fit for Servicing Pros.

Not Specified
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Customer Service Representative7450 W. Thomas Rd., Phoenix, AZ
✦ New
🏢 PLS
Salary not disclosed
Phoenix, AZ 11 hours ago
Customer Service Representative

Customer Service Representatives (CSRs) are the primary point of contact with our customers. They are the "face" of PLS. As such, they are accountable for delivering superior customer service. They also educate customers on our company products and services. The CSR is accountable for maintaining company quality standards and complying with all policies and procedures.

Job responsibilities include:

  • Providing outstanding customer service to ensure repeat business
  • Educating our customers on our products and services
  • Ensuring all transactions are completed in compliance with federal, state, and local regulations
  • Following company policies and procedures
  • Maintaining a balanced cash drawer
  • Completing all transactions accurately, including cash handling
  • Using our point-of-sale system to access information and process transactions
  • Resolving customer complaints or referring complaints to the Store Manager for resolution
  • Helping to maintain a neat and clean store environment for our customers and team members
  • Performing other duties as instructed by management

Job requirements include:

  • Previous customer service experience in industries such as hospitality, financial services, retail or restaurant is preferred
  • Ability, willingness, and comfort to engage with customers
  • Strong verbal communication
  • Ability to offer products and services to customers based on their needs
  • Exceptional attention to detail and ability to multi-task
  • Professional appearance and demeanor
  • Must be honest and have integrity
  • Able to work flexible hours, including early morning, evenings, weekends, and holidays
  • English fluency is required
  • English/Spanish bilingual is a plus

Physical requirements include:

  • Must be able to stand for extended periods
  • Ability to lift up to 15 lbs. with little assistance
  • Must be able to work in restrictive spaces and maintain concentration in a busy environment with moderate to high noise levels

Benefits for eligible team members include medical/dental/vision, 401(k), vacation, opportunities for advancement, and ongoing training.

PLS is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law. PLS is a drug-free workplace. PLS provides reasonable accommodations to applicants with disabilities. If you need a reasonable accommodation for any part of the application and hiring process, please notify your Recruiter or a member of our Human Resources team at to make arrangements. For jobs located in the City of Los Angeles, consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance, qualified applicants with criminal histories will be considered for employment.

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Customer Service Representative780 E. Centerville Rd., Garland, TX
✦ New
🏢 PLS
Salary not disclosed
Garland, TX 11 hours ago
Customer Service Representative

Customer Service Representatives (CSRs) are the primary point of contact with our customers. They are the "face" of PLS. As such, they are accountable for delivering superior customer service. They also educate customers on our company products and services. The CSR is accountable for maintaining company quality standards and complying with all policies and procedures.

Job responsibilities include:

  • Providing outstanding customer service to ensure repeat business
  • Educating our customers on our products and services
  • Ensuring all transactions are completed in compliance with federal, state, and local regulations
  • Following company policies and procedures
  • Maintaining a balanced cash drawer
  • Completing all transactions accurately, including cash handling
  • Using our point-of-sale system to access information and process transactions
  • Resolving customer complaints or referring complaints to the Store Manager for resolution
  • Helping to maintain a neat and clean store environment for our customers and team members
  • Performing other duties as instructed by management

Job requirements include:

  • Previous customer service experience in industries such as hospitality, financial services, retail or restaurant is preferred
  • Ability, willingness, and comfort to engage with customers
  • Strong verbal communication
  • Ability to offer products and services to customers based on their needs
  • Exceptional attention to detail and ability to multi-task
  • Professional appearance and demeanor
  • Must be honest and have integrity
  • Able to work flexible hours, including early morning, evenings, weekends, and holidays
  • English fluency is required
  • English/Spanish bilingual is a plus

Physical requirements include:

  • Must be able to stand for extended periods
  • Ability to lift up to 15 lbs. with little assistance
  • Must be able to work in restrictive spaces and maintain concentration in a busy environment with moderate to high noise levels

Benefits for eligible team members include medical/dental/vision, 401(k), vacation, opportunities for advancement, and ongoing training.

PLS is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law. PLS is a drug-free workplace. PLS provides reasonable accommodations to applicants with disabilities. If you need a reasonable accommodation for any part of the application and hiring process, please notify your Recruiter or a member of our Human Resources team at to make arrangements. For jobs located in the City of Los Angeles, consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance, qualified applicants with criminal histories will be considered for employment.

permanent
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Senior Manager, CX Analytics & Performance Optimization
Salary not disclosed
Mason, OH 2 days ago

Senior Manager, Journey Optimization

Mason, OH, United States

Full time Schedule

$76,200 - $127,000 Annually*

* based on job, location, and schedule


Be part of an amazing story.

Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy’s 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We’ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work.


Job Overview

The Senior Manager, Journey Optimization Analytics delivers analytical insights into emerging customer experience trends, process improvements, and contact center optimization opportunities. The role leads operational analytics, customer experience analytics, and exploratory optimization initiatives to drive measurable impact. The Senior Manager supports enterprise-wide strategic initiatives and collaborates cross-functionally to achieve business objectives.

The Senior Manager, Journey Optimization Analytics brings advanced analytics expertise, ideally within a retail or financial services contact center environment. The role demonstrates a proven track record of developing and implementing strategies that drive financial value, improve customer experience, or both.


What You Will Do

  • Apply advanced analytical techniques—including exploratory, diagnostic, and predictive methods—to identify the key drivers of customer behavior and operational performance.
  • Translate complex data into clear, compelling insight narratives that influence decision-making across the organization.
  • Lead multiple concurrent analytical workstreams, delivering high-impact insights on time in a fast-paced environment.
  • Build and maintain strong relationships with internal stakeholders, external partners, and vendors to support the execution of MCCS strategies and initiatives.
  • Leverage technology and analytics tools to streamline processes, improve operational efficiency, and enhance the quality and speed of insight delivery.
  • Identify and champion improvements to analytical processes, tools, and data infrastructure to increase team effectiveness and business impact.
  • Foster an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers, and communities.
  • In addition to the essential duties mentioned above, other duties may be assigned.


Skills You Will Need

Advanced Analytics & Modeling: Demonstrated expertise in exploratory, diagnostic, and predictive analytics to identify drivers of customer behavior and operational performance, with the ability to translate complex analyses into measurable business impact.

End-to-End Data Management: Strong capability to source, prepare, and transform raw data; design efficient data schemas; and develop robust analytical workflows that move seamlessly from data extraction to executive-ready insights.

Strategic Thinking & Business Acumen: Proven ability to align analytical insights to enterprise strategy, identify financial and customer experience opportunities, and develop data-driven recommendations that advance organizational objectives.

Customer Experience & Contact Center Optimization: Deep understanding of customer behavior and contact center operations, with the ability to uncover trends, improve processes, and drive optimization initiatives that enhance service delivery and financial outcomes.

Insight Communication & Executive Storytelling: Exceptional ability to translate complex data into clear, concise, and compelling narratives that influence stakeholders and senior leaders across the organization.

Cross-Functional Collaboration & Influence: Demonstrated success partnering with cross-functional teams, external partners, and vendors; building strong relationships; and influencing decision-making without direct authority.

Workflow Prioritization & Delivery Management: Strong ability to manage multiple concurrent analytical workstreams, prioritize effectively in a fast-paced environment, and deliver high-quality insights with speed, accuracy, and urgency.

Technical Proficiency: Advanced SQL skills required, with preferred proficiency in R or Python; strong familiarity with analytics tools and technologies that support scalable data analysis and operational efficiency.


Who You Are

  • Candidates with a bachelor’s degree or equivalent work experience in a related field are encouraged to apply. 3-plus years of relevant experience required.
  • Advanced SQL skills with preferred proficiency in R or Python; strong familiarity with analytics tools and technologies that support scalable data analysis and operational efficiency.
  • Regularly required to sit, talk, hear; use hands/fingers to touch, handle, and feel. Occasionally required to move about the workplace and reach with hands and arms. Requires close vision.
  • Able to work a flexible schedule based on department and company needs.


What We Can Offer You

Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities.


Some additional benefits we offer include:

  • Merchandise discounts
  • Performance-based incentives
  • Annual merit review
  • Employee Assistance Program with mental health counseling and legal/financial advice
  • Tuition reimbursement


Access the full menu of benefits offerings here.


About Us

This is a great time to join Macy’s! Whether you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people’s lives.


Join us and help write the next chapter in our story - apply today!


This job description is not all-inclusive. Macy's, Inc. reserves the right to amend this job description at any time. Macy's, Inc. is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.

Not Specified
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Senior Associate - Family Office
Salary not disclosed

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

Confidential Multi-Family Office & Investment Advisory Firm

Overview

As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.

This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.

Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.

Core Responsibilities (All Candidates)

You will support clients across a broad range of investment, planning, and relationship management activities, including:

  • Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
  • Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
  • Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
  • Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
  • Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
  • Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.

Senior Analyst

Senior Analysts take on increasing ownership, judgment, and communication responsibility.

Additional Responsibilities

  • Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
  • Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
  • Develop working knowledge of trusts, estate strategies, and gifting structures.
  • Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
  • Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Qualifications

  • Bachelor's degree required.
  • 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.

Associate

Associates deepen their role as strategic advisors and trusted client partners.

Additional Responsibilities

  • Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
  • Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm's investment philosophy.
  • Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
  • Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
  • Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.

Qualifications

  • Bachelor's degree required.
  • 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.

Who You Are

Across both levels, successful candidates demonstrate:

  • Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
  • Exceptional attention to detail and commitment to accuracy.
  • Intellectual curiosity, proactive thinking, and a passion for client service.
  • High integrity in handling confidential and sensitive information.
  • A collaborative mindset and enthusiasm for teamwork.

Location

Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.

Compensation

In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.

  • Senior Analyst: $110,000 – $120,000 base salary
  • Associate: $130,000 – $150,000 base salary

Both levels are eligible for a discretionary bonus and comprehensive benefits.

Not Specified
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Oracle Cloud Financials Solution Architect
✦ New
$250 +
San Francisco, CA 1 day ago
Introduction

A career in IBM Consulting is built on long‑term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their hybrid cloud and AI journeys. With support from our strategic partners, robust IBM technology, and Red Hat, you’ll have the tools to drive meaningful change and accelerate client impact. At IBM Consulting, curiosity fuels success. You’ll be encouraged to challenge the norm, explore new ideas, and create innovative solutions that deliver real results. Our culture of growth and empathy focuses on your long‑term career development while valuing your unique skills and experiences.


Your role and responsibilities

Currently, we are looking for a Senior Oracle Cloud Financials Solution Architect to join our team. This is a key role playing an integral part in our growing Oracle ERP practice. This is a full‑time position that can sit anywhere in the United States. Must be willing to travel to support clients onsite as needed.


The ideal candidate will have operated in a senior Architect capacity previously, is someone who can anticipate needs and take action to drive deliverables for continued project success. This position needs a leader who will not only architect solutions on implementations but also be part of a senior task force to help the practice grow. This includes maximizing sales opportunities by architecting and acting as the lead in creating Proposals, presenting and implementing Oracle ERP Cloud solutions to potential customers. The individual should be able to play multiple roles, be able to work in a very fast‑paced, enriching environment and is looking for a career rather than just a job.


What You’ll Do:

The Solution Architect is responsible for the overall solution identification and architectural design for assigned projects and initiatives. Key responsibilities of the role are as follows:



  • Support client engagements to provide subject matter expertise in Oracle Cloud Financials implementations.
  • Assume accountability for the solution design and the successful implementation of the full solution for on Oracle Cloud ERP Projects. May include hands‑on development, design, prototyping and/or other efforts required to keep the project on a successful track.
  • Ensure that the proposed solution meets the client’s requirements, is architecturally complete, and all architectural risks are quantified within their assigned area.
  • Ensures that the solution aligns with and utilizes the portfolio offerings that result in profitable revenue growth.
  • Work with client stakeholders to evaluate the solution requirements and supports the management and traceability of requirements during the engagement
  • Review Customer’s current process and the requirement and design customer specific solutions based on industry specific best practices
  • Act as a technical interface to the client and assumes a proactive role for developing business opportunities.
  • Lead implementation team in the execution of testing cycles including ensuring the completeness in the development of testing scenarios, test cases and test scripts.
  • Implements quality solutions that meet the requirements and advises clients on AST offerings, strategy, designs, implementation approaches and alternatives / tradeoffs.
  • Work with Project Manager and provide input to the project plan and work breakdown structure and assist in managing timelines and milestones to ensure timely completion of all deliverables
  • Identify opportunities for new or follow‑on business and assists in creating change orders.
  • Provide thought leadership to the growth of the Practice
  • Participate in strategic planning activities and business case development.
  • Participate in strategy presentations to clients including features, implementation approach, technical requirements, impacts, and benefits.
  • Perform responsibilities including solution proposal management, solution design, solution review, risk analysis, proposal preparation and client presentations.
  • Provide technical oversight for technical estimates created with standards tools, portfolio Work Breakdown Structures, statements of work and industry standard estimating techniques.
  • Assumes a proactive role for developing business opportunities. Assists in presales cycles by creating architectural demo’s, effort estimates and proposal development.
  • Maintains knowledge of technologies, industry trends, standards and design techniques.

Required technical and professional expertise

  • 10+ years ERP implementation experience
  • Played a Senior Solution Architect role on a minimum of 2 full lifecycle Oracle Cloud implementation projects in the USA
  • Public Sector domain (city/state/local/county government) experience considered an asset
  • Knowledge and experience in GASB Accounting and Reporting, Encumbrance Accounting, Fund Accounting, Projects and Grants Accounting and Management
  • Hands‑on technologist with strong background in designing and building modular, scalable, testable enterprise systems in in Oracle Cloud Financials
  • Ideal to have project exposure to other Cloud module areas such as: Supply Chain and HCM Applications
  • Ability to work in a fast‑paced environment with a diverse group of people
  • Capability to work independently, take initiative with minimal supervision yet can participate as a team member with a willingness to help where needed
  • Excellent verbal and written communication skills, including ability to communicate clearly and concisely to all audiences of all levels, spanning from technical peers to executive management
  • Organized and detailed oriented
  • Ability to fully utilize Microsoft Office (Word, Excel, PowerPoint)
  • Ability to adapt to new projects quickly with a can‑do, jump‑right‑in attitude
  • Ability to work on multiple projects concurrently
  • 4‑year Bachelor degree (or equivalent experience)

IBM is committed to creating a diverse environment and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.


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Not Specified
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Sr. Mortgage Processor
✦ New
Salary not disclosed
Littleton, MA 1 day ago

Job Title: Senior Mortgage Processor

Department: Mortgage Lending

Department Location: Littleton, MA

Reports to: Senior Director, Mortgage Productions

Career Stream: Individual Contributor

Classification: Hybrid


Compensation: The base pay of the budgeted range is $25-35 per hour. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.


FUNCTION: Responsible for performing a variety of tasks to ensure that mortgage and home equity loan applications are processed accurately and efficiently. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.


ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:


*For Both Mortgage Processor and Senior Mortgage Processor:


  1. Prepare and review initial disclosure packages, including Loan Estimates, ensuring accurate loan setup and compliance with loan program guidelines.
  2. Deliver disclosure packages to members via eSign or mail, based on their communication preferences.
  3. Order and track required third-party reports such as appraisals, title, flood certifications, tax transcripts, and employment verifications.
  4. Review borrower documentation for completeness and alignment with AUS findings; request and collect any outstanding items.
  5. Process home equity applications from approval to closing, including communication with members, delivering required documents, and clearing pre-closing conditions.
  6. Monitor and review title and property condition reports, escalating any issues to underwriting as needed.
  7. Ensure timely submission of loan files to underwriting; update the LOS with verified information and clear conditions as received.
  8. Manage government loan files, including coordination with lenders, tracking conditions, and providing updates to borrowers, MLOs, and agents.
  9. Track key milestones such as underwriting timelines, financing contingencies, closing dates, and rate lock expirations; communicate proactively with MLOs.
  10. Prepare and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
  11. Communicate approvals to all relevant parties and conduct pre-funding audits, including verbal employment verifications.
  12. Support the closing process and ensure confidentiality of all borrowers and loan information.
  13. Uphold the Workers Credit Union “Workers Way” culture through daily interactions and behaviors.
  14. Perform other duties as assigned to support departmental and organizational goals.


*Additional Responsibilities for Senior Mortgage Processor:

  1. Serve as a subject matter expert and resource for junior processors, providing guidance on complex loan scenarios, regulatory compliance, and internal procedures.
  2. Support the training and onboarding of new team members and temporary staff in collaboration with processing leadership.
  3. Take ownership of high-volume or high-complexity pipelines, including jumbo loans, construction loans, and government-backed programs.
  4. Lead or participate in departmental initiatives aimed at improving processing efficiency, compliance, and member experience.
  5. Support the implementation of policy updates, system enhancements, and procedural changes in coordination with mortgage processing leadership


Other Duties:

  • May be asked to provide coverage in other WCU branches or departments.
  • Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
  • Participates in department and/or organizational projects as directed.
  • Performs other tasks or functions as required, requested, necessary or prudent.
  • Maintains confidentiality of all member and credit union information and data.
  • Regularly demonstrates behaviors as defined by the credit union’s Fundamentals, which are part of the Workers Way culture program.


Education

  • High School Diploma or Equivalent Required.

Experience:

  • 2-4 years of experience managing both first mortgage and home equity loan files from initial disclosure through closing. Skilled in reviewing and validating borrower documentation, ordering third-party reports, reviewing underwriting conditions, and ensuring compliance with TRID and investor guidelines. Proficient in using loan origination systems (LOS), coordinating with internal teams and external partners, and maintaining clear communication with borrowers to ensure timely and accurate closings. Known for attention to detail, efficiency in pipeline management, and delivering exceptional service while upholding confidentiality and organizational values.
  • Additional Qualifications for Senior Mortgage Processor:
  • 4-7 years of experience. Demonstrated ability to handle complex loan scenarios, including jumbo, construction, and government-backed loans. Experienced in mentoring junior processors, resolving escalated issues, and serving as a subject matter expert within the team. Proven track record of leading process improvements, maintaining high pipeline efficiency, and delivering exceptional service. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.


Knowledge/Skills/Abilities/Competencies:

  • A successful Processor possesses strong knowledge of mortgage products, regulatory guidelines (including TRID, RESPA, and HMDA), and loan processing procedures. Proficiency with loan origination systems, AUS platforms, and document management tools is essential. Key skills include attention to detail, strong organization, effective communication, and the ability to manage multiple files and deadlines simultaneously. The role requires a customer-focused approach, confidentiality, adaptability, and collaboration with internal teams and external partners to ensure efficient, compliant loan processing and exceptional member service.


Work Environment:

  • Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.


Physical Demands:

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.

  • This is a largely sedentary role.
  • While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
  • This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.




About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!


Benefits:

  • Comprehensive medical, dental and vision plans
  • Basic life and AD&D insurance, short-term disability and long-term disability
  • 15+ days of paid time off (PTO) per year
  • Up to 16 hours of volunteer time off (VTO) per year
  • 11+ paid holidays
  • 401(k) that includes a Safe Harbor Match of up to 4%.
  • Tuition Reimbursement Program
  • Mental health resources including an Employee Assistance Program (EAP)
  • Individualized learning and development programs


EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, vet

Not Specified
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Financial Reporting and Investment Accounting Manager
✦ New
🏢 RSI
$140,000
Palo Alto, California 11 hours ago
Financial Service Company Financial Reporting and Investment Accounting Manager Salary $140,000-$165,000 per year + bonus 15% and Equity We are a growing publicly traded financial service insurance company seeking an experienced Accounting Manager to support the Investment, Equity Accounting, and Compensations.

This position is remote with strong salary, bonus and equity package.

The Accounting Manager is a high-impact leader responsible for driving excellence across financial reporting, technical accounting, and internal controls.

This role serves as the subject matter expert over Investments, Compensation, and Equity accounting, while leading the monthly close process and supporting SEC and statutory reporting requirements.

Reporting to the Senior Director of Accounting, this position partners cross-functionally with Finance, Legal, HR, and external auditors, and directly manages a Senior Accountant and Staff Accountant.

The ideal candidate brings strong technical expertise, leadership capability, and a continuous improvement mindset.

Key Responsibilities Financial Reporting & Close Leadership Lead the monthly close for individual entities and consolidate GAAP and statutory reporting.

Ensure accuracy, timeliness, and integrity of financial statements and disclosures.

Serve as technical SME for SEC filings, including 10-Q, 10-K, and annual Proxy.

Act as primary liaison with external auditors for quarterly reviews and annual audits.

Technical Accounting & Specialized Areas Oversee accounting for fixed income investments, including cost basis, fair value, and GL reconciliations.

Manage accounting for payroll, share-based compensation, equity, and APIC.

Calculate and report quarterly basis and diluted EPS.

Perform complex technical accounting research and draft well-supported whitepapers and memos.

Controls, Compliance & Process Optimization Design, document, and enhance SOX and MAR 205-compliant internal controls.

Identify automation and system improvements to increase efficiency and reduce risk.

Drive continuous process improvements across close and reporting cycles.

Leadership & Team Development Manage, mentor, and develop Senior and Staff Accountants.

Provide technical guidance across the finance organization.

Foster a culture of accountability, ownership, and high performance.

Qualifications : Education & Experience Bachelor’s degree in Accounting, Finance, or Economics (CPA strongly preferred; MBA a plus).

5+ years of experience in public accounting and/or a public company environment.

2+ years of direct people management experience.

Advanced knowledge of US GAAP; statutory accounting experience a strong plus.

Experience with SEC reporting and technical accounting research.

Strong SOX internal control experience.

Advanced Excel skills (pivot tables, complex modeling); ERP/GL system experience required.

Strong analytical and problem-solving skills.

Clear and effective technical writing and executive communication.

Ability to manage competing priorities in a deadline-driven environment.

High integrity and discretion in handling sensitive compensation and equity data.
Not Specified
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Need || Senior Java Developer - Finance Domain Clients || Local to NC || USC, GC and EADs
Salary not disclosed
Atlanta 5 days ago
Hello all, Hope you are doing well.

Please have a look at the JD below for the position of SeniorJava Developer for one of our clients, if you have a relevant profile please share it with me.

Job Title: Senior Java Developer Job Location: Charlotte, NC
- Hybrid Interview is F2F.

Must Have: Finance / Payments Domain Microservices.

Kafka MongoDB Spring Boot Job Description: We are seeking a highly experienced Senior Java Developer with strong expertise in Spring Boot, Microservices, Kafka, and MongoDB, ideally with a background in Payments or Financial Services.

The ideal candidate will be responsible for designing and developing scalable, secure, and high-performance applications that support mission-critical payment processing systems.

You will collaborate with cross-functional teams including Architecture, QA, DevOps, Business Analysts, and Product Owners to deliver enterprise-grade solutions that comply with financial industry standards.

Key Responsibilities Design, develop, and maintain Java-based microservices using Spring Boot with a strong focus on modularity, scalability, and performance.

Build event-driven distributed systems using Kafka, including topics, partitions, consumer groups, and streaming pipelines.

Work with MongoDB to design schemas, implement queries, optimize performance, and ensure data integrity.

Develop secure and fault-tolerant components for payment processing, including transaction workflows, settlements, reconciliation, and real-time validations.

Integrate microservices with internal and external payment gateways, APIs, and third-party financial systems.

Participate in architecture discussions, code reviews, and contribute to best practices, standards, and design patterns.

Troubleshoot production issues and provide Level-3 support for high-availability systems.

Ensure compliance with financial regulations, security standards, and audit requirements.

Required Skills and Experience 10 years of hands-on experience in Core Java, OOPs, multithreading, collections, and concurrency.

Strong experience with Spring Boot, Spring Cloud, Spring Security, and REST API development.

Deep understanding of Microservices Architecture, service discovery, load balancing, API gateways, and resilience patterns (Circuit Breaker, Retry, Bulkhead).

Hands-on experience with Kafka (producers, consumers, schema registry, Kafka Streams).

Strong experience with MongoDB (schema design, indexes, aggregation framework, performance tuning).

Experience in developing applications within payments, banking, or financial services domain.

Familiarity with secure coding practices, PCI-DSS guidelines, OAuth 2.0/JWT, encryption, and tokenization.

Knowledge of CI/CD pipelines, Git, Jenkins, Docker, Kubernetes (good to have).

Experience working in Agile environments with cross-functional teams.

Nice to Have Experience with cloud platforms (AWS, GCP, or Azure).

Exposure to Redis, ELK, OpenShift, GraphQL, or gRPC.

Experience with high-throughput, low-latency system design.

Microservices, MongoDB, Java
Not Specified
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Senior AI Solutions Technical Product Manager - FinTech
✦ New
🏢 Dell
$186,150
Round Rock, Texas 11 hours ago
AI Product Management at Dell is a fast‑paced environment where innovative thinking is prized. Our team focuses on defining and delivering differentiated products and solutions that enable customers to adopt and scale AI with confidence. We lead products from strategy and planning through production, release, and continuous improvement—working cross‑functionally to ensure alignment across engineering, solutions, ecosystem partners, and go‑to‑market teams.

Join us to do the best work of your career and make a profound social impact as a Senior Technical Product Manager – AI ISV Partner Program (FinTech) on our AI Solutions and Ecosystem team at Dell Technologies, located  in Hopkinton,  MA  or Austin/Round Rock TX

What You’ll Achieve

As a Senior Technical Product Manager for the AI ISV Partner Program – FinTech , you will own the strategy, evolution, and execution of Dell’s AI ecosystem for financial services and FinTech customers. This role blends deep industry domain knowledge , AI platform strategy , and partner ecosystem leadership .
You will define and prioritize AI use cases across the FinTech landscape, identify ecosystem gaps, guide ISV partner strategy, and serve as a trusted technical and business interface to FinTech customers . Your work will directly shape how Dell enables AI adoption across banks, payment providers, insurers, capital markets, and emerging FinTech innovators.

You Will:
Establish Dell’s vision for enabling financial services  customers with AI across regulated and high‑scale environments

Own and prioritize FinTech AI use ‑ case and workloads  spanning fraud, risk, payments, capital markets, and GenAI use cases

Identify portfolio gaps and guide FinTech ISV partner strategy , including prioritization, onboarding, and ecosystem investments

Engage directly with FinTech and financial services customers , translating business and regulatory needs into actionable priorities

Track industry and regulatory trends to  identify new opportunities  and keep Dell’s FinTech AI ecosystem ahead of market demand

Lead cross‑functional for execution across engineering, solutions, partner enablement, validation, and GTM teams

Take the First Step Toward Your Dream Career
Every Dell Technologies team member brings something unique to the table. Here’s what we’re looking for with this role:
Essential Requirements

8+ years of experience in  technical product management, AI platforms, or ecosystem strategy , with  significant FinTech or financial services experience

Strong understanding of  how financial institutions and FinTech companies operate , including regulatory, risk, and scalability considerations

Deep knowledge of  AI/ML workloads and architectures  used in financial services

Proven experience defining  use case frameworks, portfolio strategy, and partner ecosystems

Demonstrated ability to engage directly with customers at a technical and business level

Excellent communication and executive level presentation skills

Desirable Requirements
Bachelor’s degree in Computer Science, Engineering, Finance, or related field; advanced degree preferred. Experience shaping AI solutions for  highly regulated industries

Experience working with  FinTech ISVs , financial data platforms, or regulated enterprise software ecosystems,  Dell AI platforms  or comparable AI infrastructure ecosystems (NVIDIA, hyperscalers, enterprise data platforms)

Compensation
Dell is committed to fair and equitable compensation practices. The salary range for this position is  $186,150.00 - $240,900.00

Benefits and Perks of working at Dell Technologies
Your life. Your health. Supported by your benefits. You can explore the overall benefits experience that awaits you as a Dell Technologies team member — right now at

Who we are
We believe that each of us has the power to make an impact. That’s why we put our team members at the center of everything we do. If you’re looking for an opportunity to grow your career with some of the best minds and most advanced tech in the industry, we’re looking for you.

Dell Technologies is a unique family of businesses that helps individuals and organizations transform how they work, live and play. Join us to build a future that works for everyone because Progress Takes All of Us.

Dell Technologies is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. Read the full Equal Employment Opportunity Policy here.

Job ID: R285491
Not Specified
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Sr. Financial Analyst
Salary not disclosed
Dallas 2 days ago
Our client in the Dallas area is seeking a Senior Financial Analyst to support their Finance Department! The Senior Financial Analyst will have experience in the following.

Duties and responsibilities include: Track and analyze capital expenditures (CAPEX) and operating expenses (OPEX) across multiple business units Develop and maintain financial models and variance reports for management Support month-end close by preparing financial accruals and ensuring accuracy in reporting Analyze monthly financial performance and provide insight on projections Develop forecasts and identify cost-saving opportunities within the technology function Collaborate with leadership during budget planning and performance reviews Requirements: Experience with both CAPEX and OPEX is strongly preferred Large ERP experience is required (SAP, Oracle, etc.) Bachelor's degree in Accounting, Finance, or related field is required Advanced Microsoft Excel (pivot tables, v/xlookups, macros, etc.) required Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.

This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .

Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill.

Employing the Future™
Not Specified
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Data Science Sr Analyst (Hybrid)
✦ New
Salary not disclosed
Saint Paul, MN, Hybrid 10 hours ago

*At Securian Financial the internal position title is Data Science Sr Analyst or Data Science Consultant. The title and salary will be determined based on experience and applied skills.*

Summary

As an Operational Support Data Scientist at Securian Financial, you will bridge advanced analytics and day-to-day business operations by designing, deploying, monitoring, and continuously improving AI-driven solutions that support enterprise processes.

This role focuses on supporting reliable, scalable, and explainable AI solutions that enhance operational efficiency, decision support, customer experience, and risk management across Digital, Marketing, Sales, and Servicing functions.

You will operate at the intersection of data science, MLOps, and the business - ensuring models are maintained, enhanced, monitored, and aligned with Securian's Enterprise Data Strategy Vision and Operating Principles.

Responsibilities include but are not limited to:

AI Solution Development & Deployment

  • Work with business teams to enhance existing solutions to enhance and optimize existing AI/ML solutions.

  • Deploy and manage solutions using cloud-native tools (e.g., AWS SageMaker).

Operational Model Support & Optimization

  • Monitor model performance, data drift, and operational KPIs.

  • Troubleshoot production issues and continuously enhance and optimize models for performance, stability, and cost efficiency.

  • Establish measurement frameworks to quantify operational impact of deployed solutions.

Data Engineering & Analytical Execution

  • Transform structured, semi-structured, and unstructured data into actionable features and insights.

  • Perform exploratory analysis and visualization to identify operational improvement opportunities.

  • Collaborate with engineering teams to productionize data solutions.

Stakeholder Engagement & Explainability

  • Partner with cross-functional operational stakeholders to understand business workflows and translate them into AI-enabled solutions.

  • Communicate complex AI methodologies and results clearly to technical and non-technical audiences.

  • Ensure model transparency, explainability, fairness, and ethical AI application in alignment with enterprise governance standards.

Required Qualifications

  • Demonstrated experience developing, deploying, or supporting production AI/ML models in cloud environments.

  • Strong proficiency in Python and experience with tools such as AWS SageMaker and GitHub.

  • Experience building operationalized data science solutions (not just prototypes).

  • Strong understanding of statistical modeling, machine learning algorithms, and model validation techniques.

  • Ability to clearly explain technical concepts, model outputs, and operational trade-offs to stakeholders.

  • Strong ethical judgment with a commitment to responsible and unbiased AI development.

Preferred Qualifications

  • 2+ years of hands-on experience in data science, applied AI, or machine learning.

  • Experience supporting AI solutions in operational or production environments.

  • Familiarity with MLOps practices, model governance frameworks, and automation tooling.

  • Experience working in regulated industries (financial services preferred).

#LI-hybrid **This position will be in a hybrid working arrangement.**

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

The estimated base pay range for this job is:

$72,000.00 - $134,000.00

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

  • We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

  • Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

  • Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

  • Mental Wellness and Disability

  • Pride at Securian Financial

  • Securian Young Professionals Network

  • Securian Multicultural Network

  • Securian Women and Allies Network

  • Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here


Remote working/work at home options are available for this role.
Not Specified
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Regulatory Change Management Sr. Analyst
✦ New
🏢 Securian
Salary not disclosed
Saint Paul, MN 10 hours ago

Securian Financial Corporate Compliance is seeking a Regulatory Compliance Consultant to lead and mature regulatory change tracking, impact assessment, and implementation across our insurance business. This role will be a key driver of end-to-end regulatory change management - from monitoring and triage, to business impact analysis, to partnering with stakeholders to implement operational changes, update policy/procedure documentation, and establish/refresh monitoring and control plans.

The ideal candidate has direct experience operating a regulatory change management process in a life insurance/annuities environment, is comfortable influencing across functions, and can translate complex regulatory requirements into practical execution plans that strengthen our compliance program and reduce enterprise risk.


Responsibilities include but not limited to:

  • Policy/procedure documentation: Draft and/or support updates to compliance policies, standards, and procedures to reflect regulatory changes and operational practices; ensure documentation is durable, auditable, and aligned to second-line expectations.
  • Monitoring and controls: contribute to the design and/or update of monitoring approaches and control plans associated with regulatory change, including testing considerations and evidence expectations; partner with program owners to operationalize.
  • Regulatory change management: Monitor, track, and triage regulatory/statutory developments; maintain a centralized view of emerging changes; and support execution of the end-to-end process that includes intake, impact assessment, decisioning, implementation, and closure in partnership with key stakeholders.
  • Impact assessment & stakeholder coordination: Partner with impacted business units (e.g., Operations, Product Compliance, Legal & Compliance colleagues, Enterprise Risk Management, and other functions) to evaluate applicability and operational impact; document outcomes and monitor compliance.
  • Implementation & governance: support implementation planning and execution for regulatory changes, including helping to coordinate business requirements definitions, procedural updates, training/communications support, and implementation controls/checkpoints.
  • Issue identification and resolution: Research and investigate potential compliance exceptions; communicate findings to appropriate parties; and collaborate to remediate, document corrective actions, and prevent recurrence.
  • Project leadership: Lead project workstreams or project steps within broader initiatives; manage timelines, deliverables, dependencies, and stakeholder communications; contribute to executive-ready updates as needed.

Qualifications:

  • Bachelor's degree or equivalent experience.
  • Regulatory change management experience in an insurance environment (life, annuity, or related financial services preferred), including tracking change, assessing impact, and supporting implementation with business partners.
  • Demonstrated ability to translate laws/regulations into actionable business requirements, documentation updates, and control/monitoring considerations.
  • Strong project management capabilities (planning, prioritization, stakeholder management, driving follow-ups).
  • Strong written communication skills, including policy/procedure drafting and clear documentation of decisions and rationale.

Preferred Qualifications:

  • Familiarity with market conduct expectations, regulatory exams/data calls, and/or compliance program testing approaches.
  • Experience with regulatory tracking tools/workflows (e.g., tracking logs, governance forums, workflow tooling).
  • Insurance industry knowledge across operations, product, distribution, or administration functions.

*Internal Securian Financial job title for this position is Compliance Sr. Analyst.

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. This position requires you to live within a commutable distance (90 minutes) of our Home Office in St. Paul, MN. You'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules. #LI-Hybrid

The estimated base pay range for this job is:

$59,400.00 - $109,200.00

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

  • We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

  • Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

  • Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

  • Mental Wellness and Disability

  • Pride at Securian Financial

  • Securian Young Professionals Network

  • Securian Multicultural Network

  • Securian Women and Allies Network

  • Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

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Senior Regional Manager, Schwab Wealth Advisory
Salary not disclosed
INDIANAPOLIS, IN 4 days ago
Position Type: Regular
Your opportunity

 

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is 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. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

 

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

 

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

 

What you are good at-


Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

 

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

 

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. 

 

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. 

 

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

 

 

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

 

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

  • CFP® designation, CFA® designation required (may consider 24 month condition of employment)
  • Bachelor’s Degree required
  • Active and valid FINRA Series 7 license required
  • Active and valid FINRA 66 license required (may consider a 120-day COE)
  • Active and valid FINRA 9/10 required (may consider a 120-day COE)
  • Five plus years’ experience in the financial services industry
  • Minimum of 2 years supervisory experience strongly 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 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 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
permanent
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Sr. Treasury Analyst
🏢 Beacon Hill
Salary not disclosed
Dallas 5 days ago
Our client seeking a Senior Treasury Analyst to support core treasury operations, including cash management, liquidity forecasting, banking activities, and financial risk monitoring.

This is a CONTRACT role.

Some of the duties include: Monitor daily cash positions and manage short‑term liquidity needs Prepare and update weekly, monthly, and quarterly cash flow forecasts Support banking operations, including account reconciliations, payments, and transfers Identify and analyze financial risks Maintain accurate records of cash, investments, and derivative transactions Support compliance, internal controls, and regulatory reporting Prepare management reports focused on cash flow, liquidity, and risk Requirements include: Must be able to start within one week of an offer Bachelor's degree in Finance, Accounting, Business, or related field 3 plus years of experience in treasury financial analysis, reporting, and reconciliations Strong understanding of cash management, liquidity forecasting, and treasury operations Knowledge of FX, interest rate, and credit risk concepts Excellent communication skills Advanced Excel and ERP experience #DALFT Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.

This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .

Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill.

Employing the Future™
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Senior Oracle Cloud Financials Architect for ERP Impact
✦ New
🏢 IBM Computing
$250 +
San Francisco, CA 1 day ago
A leading consulting firm is seeking a Senior Oracle Cloud Financials Solution Architect to join their team.

In this pivotal role, you will lead client engagements, design and implement Oracle ERP solutions, and ensure successful adoption of technology.

The ideal candidate will have over 10 years of ERP experience, having successfully led full lifecycle Oracle projects.

A Bachelor’s degree is required, along with strong communication skills and the ability to work in a fast-paced environment.

This is a full-time position based in the United States.
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Senior Director, Global Trade Compliance
Salary not disclosed
Irving, Texas 6 days ago

Celanese is seeking a Senior Director of Global Trade Compliance to lead a multinational team across the Americas, Europe, and Asia. This role oversees the company's global trade compliance program, ensuring robust policies, effective controls, and consistent execution of trade activities that support business objectives.

Responsibilities:

  • Strengthen the global trade compliance organization and maintain controls that ensure adherence to all applicable trade laws, including those governing controlled chemicals.
  • Develop, implement, and manage Celanese's trade compliance policies, standards, and procedures, including a global trade compliance handbook.
  • Optimize cross-border supply chains while ensuring alignment with relevant regulations, treaties, and opportunities under free trade agreements.
  • Lead regional and local trade compliance teams to ensure consistent, enterprise-wide compliance.
  • Implement and maintain trade compliance technologies, systems, and databases to streamline processes, track performance, and manage documentation.
  • Oversee the development and delivery of global training for employees involved in trade-related activities.
  • Partner with Legal, Business, and Procurement to advise on regulatory changes and emerging compliance trends.
  • Ensure accurate and timely submission of all required government filings, analyze trade compliance metrics, and report key trends and risks to senior leadership.
  • Manage internal compliance reviews, including audits and assessments.
  • Build strong cross-functional relationships to proactively meet regulatory obligations.
  • Provide support on trade matters related to mergers and acquisitions.

Qualifications:

  • 15+ years of international and U.S. trade experience, including at least 5 years in senior leadership within a multinational organization (chemicals industry experience preferred).
  • Expertise in import/export regulations, product classifications, trade remedy investigations (e.g., antidumping, countervailing duties), sanctions, embargoes, and requirements under TSCA, REACH, and DEA regulations.
  • Demonstrated ability to work effectively across cultures and functions.
  • Advanced SAP ERP knowledge.
  • Experience designing and implementing trade compliance programs, policies, and technology in global organizations.
  • Strong business acumen with the ability to interpret complex regulations and develop practical, risk-mitigating solutions.
  • Excellent communication skills with the ability to convey complex issues clearly and adapt communication to diverse audiences.
  • Proven leadership, organizational skills, and success managing high-performing teams in dynamic environments.
  • Commitment to the highest ethical standards and values.
  • Ability to travel 25%.
  • Bachelor's degree required; Master's or J.D. preferred.

Celanese is a global leader in chemistry, producing specialty material solutions used across most major industries and consumer applications. Our businesses use our chemistry, technology and commercial expertise to create value for our customers, employees and shareholders. We support sustainability by responsibly managing the materials we create and growing our portfolio of sustainable products to meet customer and societal demand. We strive to make a positive impact in our communities and to foster inclusivity across our teams. Celanese Corporation employs more than 11,000 employees worldwide with 2024 net sales of $10.3 billion. For more information about Celanese Corporation and its product offerings, visit

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