Portfolio Manager - New York

Sr. BSA/AML Compliance Analyst – To $90K - Chicago, IL – Job # 3401 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Sr. BSA/AML Compliance Analyst role in the Chicago, IL  area. The position is responsible for performing BSA/AML activity monitoring, analytics, and reporting. (This is not a remote position). Sr. BSA/AML Compliance Analyst responsibilities include: Handle the more complex, higher-risk customers and alert types. Perform and document sufficient KYC/CDD Information to effectively support alert resolution. Conduct a detailed review of alerted transactions to identify if the activity is commensurate with customer relationships based on KYC/CDD information available. Apply technical knowledge to accurately assess the transactional activity by identifying risks, patterns and trends that could be related to money laundering and terrorist financing. Utilize internal systems, databases available, and internet research to gather information needed to support analysis and draw conclusions related to transactional activity. Prepare a write-up that adequately supports conclusions as to “why” the activity is reasonable for the customer or provide recommendations to escalate potential suspicious activity (as needed). Adhere to confidential policies, code of ethics, and follow policies and procedures relative to BSA/AML laws and regulations and best practices. Address feedback received from QC functions and incorporate into future work products. Other duties as assigned by the Chief BSA/AML/OFAC Officer. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: CAMS or CRCM certification is preferred. 5+ years of related experience with emphasis on BSA transaction monitoring; Knowledgeable of the laws applicable to money laundering, including the Bank Secrecy Act, the US Patriot Act, OFAC, and Suspicious Activity Reporting; Strong analytical skills are required to organize and analyze multiple, complete data sets as well as strong interpersonal and organizational skills; Excellent attention to detail and “follow through” skills; Strong technical and research skills and Excel skills; Excellent writing, analytical, and communication skills; Ability to understand and draw conclusions from research conducted; Must have an ongoing sense of urgency and a high level of flexibility; Maintains current on BSA/AML/OFAC news and events as well as regulatory updates. PC proficiency with Microsoft Office products including Word and Excel and knowledge of Database and Internet software. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Company Description: Veracross provides SaaS-based School Information Systems (SIS) designed to meet the specific needs of independent K-12 schools worldwide. Our one-record solution combines the power of a fully integrated single-record database, personalized communication tools, and an elegant architecture that is unique in our industry. We are a growing, values-led community of 350 employees in the US, UK and Australia who share a vision to unify school communities, improve the quality of education, and enhance learning. And we’re succeeding! As of early 2024, we are supporting 3200+ schools in 60 countries. Veracross is five product brands in one global tech company Veracross SIS is a one-person, one-record school management platform Magnus Health provides cloud-based Student Health Record (SHR) solutions Digistorm connects with their communities through Digistorm Websites, Digistorm Funnel, and Digistorm Apps. Epraise incentivizes student well-being and connects teachers, students, and families. Firefly provides an online learning space for students and teachers Role Summary: As a Student Billing Product Manager, you will lead the strategy and execution for the Veracross student billing platform, which supports K–12 private schools in managing tuition, fees, and family payments. You'll work closely with customers, internal stakeholders, and cross-functional teams to deliver user-centric billing solutions that enhance both operational efficiency and the family payment experience. Key Responsibilities: Lead product strategy, planning, and execution for the student billing platform Define and prioritize product roadmap and requirements through market research and customer discovery Collaborate with UX, engineering, and business teams to deliver intuitive, compliant, and scalable billing features Analyze and respond to stakeholder feedback, usage data, and business metrics to guide product decisions Ensure regulatory compliance and reduce billing/payment risk exposure Optimize user experience for school business offices and families making payments Track KPIs, report on product performance, and adapt strategy based on measurable impact Support customer success, GTM, and support teams with training and documentation Drive continuous improvement across billing workflows, integrations, and automation Requirements 7+ years in product management, including at least 2 years managing financial or billing products Experience with student billing, accounts receivable, tuition management, or related fintech platforms Bachelor’s degree in Business, Accounting, Finance, or a related field; MBA or equivalent a plus Strong understanding of SaaS product development lifecycle Experience with ERP or financial systems (e.g., Blackbaud, FACTS, TADS, Veracross, or similar platforms) Exceptional communication, stakeholder management, and collaboration skills Analytical mindset with a focus on measurable product outcomes Passion for improving the education experience for schools and families Bonus Points Experience working in a K–12 school business office or with independent schools Familiarity with family engagement and financial aid platforms Background in fintech, payment processing, or compliance Knowledge of global payment standards and cross-border transactions Experience with machine learning and automation in billing or finance What You’ll Impact Deliver user-friendly billing experiences that build trust with families Enable business offices to work more efficiently and accurately Help schools improve cash flow and reduce administrative burden Support cross-functional efforts around compliance, fraud prevention, and customer support Contribute to the financial health of educational institutions and the satisfaction of their communities Benefits 3 weeks of vacation per year 14 paid holidays per year (including the week off between Christmas and New Year's Eve) 56 Hours of paid sick leave annually Top tier benefits - Medical, Dental & Vision (Blue Cross Blue Shield & EyeMed) Veracross LLC Fidelity 401(k) Plan - Managed by Sentinel Benefits Salary at Veracross is determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. The compensation range for this position is $110k to $150k (annualized USD) in addition to potential bonus. We value the power of an inclusive culture and a strong sense of belonging. We seek to infuse diversity and inclusion in everything we do while promoting a culture where differences are embraced as strengths; opportunities are equal and accessible; consideration and respect are the norm; and all team members are supported in reaching their full potential.

Company Description: Veracross provides SaaS-based School Information Systems (SIS) designed to meet the specific needs of independent K-12 schools worldwide. Our one-record solution combines the power of a fully integrated single-record database, personalized communication tools, and an elegant architecture that is unique in our industry. We are a growing, values-led community of 350 employees in the US, UK and Australia who share a vision to unify school communities, improve the quality of education, and enhance learning. And we’re succeeding! As of early 2024, we are supporting 3200+ schools in 60 countries. Veracross is five product brands in one global tech company Veracross SIS is a one-person, one-record school management platform Magnus Health provides cloud-based Student Health Record (SHR) solutions Digistorm connects with their communities through Digistorm Websites, Digistorm Funnel, and Digistorm Apps. Epraise incentivizes student well-being and connects teachers, students, and families. Firefly provides an online learning space for students and teachers Role Summary: As a Student Billing Product Manager, you will lead the strategy and execution for the Veracross student billing platform, which supports K–12 private schools in managing tuition, fees, and family payments. You'll work closely with customers, internal stakeholders, and cross-functional teams to deliver user-centric billing solutions that enhance both operational efficiency and the family payment experience. Key Responsibilities: Lead product strategy, planning, and execution for the student billing platform Define and prioritize product roadmap and requirements through market research and customer discovery Collaborate with UX, engineering, and business teams to deliver intuitive, compliant, and scalable billing features Analyze and respond to stakeholder feedback, usage data, and business metrics to guide product decisions Ensure regulatory compliance and reduce billing/payment risk exposure Optimize user experience for school business offices and families making payments Track KPIs, report on product performance, and adapt strategy based on measurable impact Support customer success, GTM, and support teams with training and documentation Drive continuous improvement across billing workflows, integrations, and automation Requirements 7+ years in product management, including at least 2 years managing financial or billing products Experience with student billing, accounts receivable, tuition management, or related fintech platforms Bachelor’s degree in Business, Accounting, Finance, or a related field; MBA or equivalent a plus Strong understanding of SaaS product development lifecycle Experience with ERP or financial systems (e.g., Blackbaud, FACTS, TADS, Veracross, or similar platforms) Exceptional communication, stakeholder management, and collaboration skills Analytical mindset with a focus on measurable product outcomes Passion for improving the education experience for schools and families Bonus Points Experience working in a K–12 school business office or with independent schools Familiarity with family engagement and financial aid platforms Background in fintech, payment processing, or compliance Knowledge of global payment standards and cross-border transactions Experience with machine learning and automation in billing or finance What You’ll Impact Deliver user-friendly billing experiences that build trust with families Enable business offices to work more efficiently and accurately Help schools improve cash flow and reduce administrative burden Support cross-functional efforts around compliance, fraud prevention, and customer support Contribute to the financial health of educational institutions and the satisfaction of their communities Benefits 3 weeks of vacation per year 14 paid holidays per year (including the week off between Christmas and New Year's Eve) 56 Hours of paid sick leave annually Top tier benefits - Medical, Dental & Vision (Blue Cross Blue Shield & EyeMed) Veracross LLC Fidelity 401(k) Plan - Managed by Sentinel Benefits Salary at Veracross is determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. The compensation range for this position is $110k to $150k (annualized USD) in addition to potential bonus. We value the power of an inclusive culture and a strong sense of belonging. We seek to infuse diversity and inclusion in everything we do while promoting a culture where differences are embraced as strengths; opportunities are equal and accessible; consideration and respect are the norm; and all team members are supported in reaching their full potential.

Are you a leader who has the following traits? Competitive Ambitious Coachable Communicative Self-disciplined Authentic   If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.   What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.   How we will compensate you: You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. What you’ll gain: Training and development: We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance: When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Qualifications To apply for the position of Financial Professional Advisor with our Iowa General Office, you must currently reside in the state of Iowa. Compensation $120,000 - $250,000 yearly About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Are you a leader who has the following traits? Competitive Ambitious Coachable Communicative Self-disciplined Authentic   If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.   What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.   How we will compensate you: You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. What you’ll gain: Training and development: We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance: When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Qualifications To apply for the position of Financial Professional Advisor with our Iowa General Office, you must currently reside in the state of Iowa. Compensation $120,000 - $250,000 yearly About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Job Summary  We are seeking an ambitious Director of FP&A with strong experience leading business growth and optimization through financial modeling, forecasting, and analysis. This is a highly cross-functional role that will collaborate with executives and managers across the company, reporting to the VP of Finance and Operations, and working closely with the Accounting and Business Intelligence departments. The Director of FP&A drives operational excellence by implementing best practices, scalable automations, and proactive communication. The ideal candidate is professional and innovative, with a service and data-oriented mindset...If this is you we invite you to apply to join the Networx, Finance team. What you’ll do:  Executive reporting. Produce crisp dashboards, scorecards, and monthly board‑ready presentations that turn data into clear business narratives. Own planning & forecasting. Lead the annual budget, quarterly forecasts, and long‑range strategic plan, ensuring models are driver‑based and transparent. Build & maintain financial models. Develop dynamic models to evaluate new initiatives, scenario test, and guide resource allocation. Close & variance analysis. Support monthly close; deliver variance, trend, and sensitivity analyses that spotlight risks and opportunities. Performance improvement. Partner with Accounting, BI, HR, and business leaders to unlock efficiencies, expand margins, and track savings. Process leadership. Standardize FP&A templates, KPIs, and workflows, embedding best practices across the organization. Requirements What you’ll need:  Bachelor’s in Finance, Economics, or a related quantitative field. 5–7+ years of progressive FP&A or corporate‑finance experience with direct ownership of budgeting, forecasting, and decision support. Advanced Excel/Google Sheets skills; hands‑on expertise with ERP/GL systems (QuickBooks Online or similar) and BI tools (e.g., Tableau). Proven storyteller able to distill complex analyses into concise, persuasive recommendations for senior executives. Demonstrated record of driving cross‑functional initiatives, juggling competing priorities, and delivering under tight deadlines. High integrity, accountability, and leadership presence in fast‑growth environments. Nice to Have MBA or Masters in Finance, Economics, or related quantitative field. Networx We're on a mission to help homeowners build, protect, and invest in their homes—and grow the businesses that support them daily. Join us! At Networx, we empower great people to do great work! Our core values are Mission First, Innovate to Add Value, Care Deeply-Win Together, and Act with Speed, Integrity, and Ownership. These values guide our behaviors, and bold targets encourage us to bring our best selves to work daily. Our innovative, collaborative, and growth-focused culture will help us all share the rewards of meeting our company mission. Benefits What you'll Earn Health Care Plan (Medical, Dental & Vision) FSA and HSA Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Bereavement & 9 Paid Holidays) Short-Term & Long-Term Disability Training & Development Hybrid Work Model Wellness Resources Competitive pay and bonus Networx proudly supports diversity in the workplace and is an Equal Opportunity Employer. The expected base salary range for this position is $160,000 to $175,000 per year. This position is eligible for an annual cash bonus and equity rewards. The salary offered may vary depending on factors such as job-related knowledge, skills, and experience. Salary ranges are provided for New York City-based roles as required by New York City Human Rights Law. DISCLAIMER: The above information in this description has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. #LI-SS2