United States Banking & Financial Services Job Listings

Head of Systematic Credit Strategy Team (USA)

We are looking for an experienced credit investment specialist to develop strategies and lead our Quantitative Credit Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable credit based systematic strategies within Trexquant’s core product. Your work will expand our existing systematic credit program and proliferate credit as a meaningful asset class in our proven quantitative processes. Responsibilities Expand our existing program by further identifying data useful for building and backtesting proposed credit trading strategies, along with the pipelines to feed datasets into our research and trading platforms. Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed credit based strategies. Develop credit based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes. Align with the risk team to establish monitoring and controls for credit specific risk exposures as well as capital allocation among our incumbent strategies. Lead the Quant Credit Team to continually add, enhance and monitor credit alphas for the ongoing profitability and scale of the team’s strategies. Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies. Requirements 5+ years of experience in researching and trading quantitative credit based strategies. Experience managing or leading a team of quant researchers. Strong quantitative skills. Proficiency in Python. Bachelor's, Master’s, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. Benefits Competitive salary, plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Trexquant is an Equal Opportunity Employer

Negotiable Salary

Deposit Operations Supervisor - To 80K - Milwaukee, WI - Job 314063393561868033121

The Symicor Group

Deposit Operations Supervisor - To 80K - Milwaukee, WI - Job 3140

Milwaukee, WI, USA

Deposit Operations Supervisor – To $80K – Milwaukee, WI – Job # 3140 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 client is seeking to fill a Deposit Operations Supervisor role in the Milwaukee, WI area. The chosen candidate will be responsible for ensuring frontline staff have the tools to help customers, adhere to regulations, and be aware of procedures and changes to procedures, ensuring our commitment to unparalleled service. The position includes a generous salary of up to $80K as well as an excellent benefits package. Deposit Operations Supervisor responsibilities include: Overseeing the check and deposit account processing function including several key processes — check payments, deposited items, ACH, overdrafts and return items, ATM and debit card settlement, statement rendering, and related reconciliation. Overseeing the Bank’s customer Masterfile records and data processing for deposit transactions. Managing the official check, currency vault, Internet/Mobile Banking, and ATM Card processing. Acting as a key contact for large balance deposit account customers. Responsible for deposit account research and adjustment activities. Responsible for Retail Operations branch office teams including coaching, mentoring, employee development, and training as well as performance management and any employee relation issues. Working closely with many of the other functional areas of the Bank to ensure efficient and timely management of customer deposit accounts. Resolving customer issues related to deposit exceptions or errors. Other duties may be assigned as needed. 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: Bachelor’s Degree in Business or Management related field. Four or more years of bank operations, treasury, and payment experience in a community bank setting. Prior supervisory experience. Direct experience with a wide range of deposit-related banking products and services including credit and debit cards, online banking, treasury services, and general deposit processing. Proven experience systematically improving processes and reducing costs. Strong written and verbal communication skills. Proficient in the use of standard Microsoft tools such as Outlook, Word, Excel, and PowerPoint are required. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$80,000

Head of Investor Relations63393560900483122

Rokt

Head of Investor Relations

New York, NY, USA

We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies. We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation. At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible. We are looking for a Head of Investor Relations Total compensation ranges from $440,000-$600,000, including a fixed annual salary of $270,000-$325,000, an employee equity plan grant, and world-class benefits. Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility. About the Role: We're seeking a seasoned Head of Investor Relations to lead and evolve Rokt’s investor relations efforts during a pivotal moment in our growth journey. This role will be instrumental in shaping how Rokt is perceived by current and future investors, especially as we move toward an IPO and navigate the public markets thereafter. . This role is ideal for someone with strong capital markets experience, a track record of supporting or leading IPO processes, and deep curiosity about the intersection of ecommerce, digital marketing technology, and data-driven platforms. The ideal candidate brings a mix of strategic storytelling, analytical rigor, and the ability to leverage technology to scale IR communications, reporting, and investor engagement. You’ll work closely with the CEO, CFO, and executive leadership team to develop and execute to define and communicate Rokt’s value to institutional investors, analysts, and the financial media. Responsibilities: Develop and lead Rokt’s investor relations strategy, including long-term positioning, key messaging, and financial narrative ahead of a potential IPO. Partner with leadership to define and communicate a compelling financial and strategic narrative aligned with Rokt’s growth trajectory. Serve as a trusted advisor to executive leadership on market sentiment, investor expectations, and competitive positioning. Build relationships with current and prospective investors, analysts, and investment banks. Manage the creation of all investor-facing materials including investor decks, earnings scripts, Q&A prep, press releases, and disclosures. Lead investor targeting, outreach, and relationship management, working with potential shareholders, analysts, and banking partners. Own the investor events calendar, including roadshows, fireside chats, industry conferences, and earnings calls. Collaborate with Legal, Finance, Marketing, and Comms to ensure consistent and compliant messaging across all investor and public channels. Stay on top of market trends, competitive positioning, and investor sentiment to inform internal strategy and messaging. Provide internal feedback on investor concerns, market dynamics, and valuation implications to inform corporate strategy. Work with the finance team to build models and dashboards that bring transparency to performance metrics and financial outlooks. Identify and implement technology and tools to streamline reporting, track investor interactions, and analyze market data. Support and help build a scalable, long-term public company IR function post-IPO. Requirements About You: 10+ years of experience in investor relations, equity research, investment banking, or corporate finance, ideally in high-growth tech. Proven experience leading a company through a successful IPO and/or managing public company investor relations. Strong financial literacy and modeling capability with the ability to translate numbers into strategic insights. Excellent written and verbal communication skills—clear, concise, and credible with C-suite, board members, and investors. Deep familiarity with capital markets and public company dynamics, including regulatory requirements. Strong grasp of the ecommerce and digital marketing technology ecosystem, including platform-based business models. Able to navigate a founder-led, fast-paced environment with humility, adaptability, and strong ownership mindset. Experience using or implementing IR platforms, CRM systems, and financial analytics tools. Benefits About Rokt’stars: As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better. About the Benefits: We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it: Become a shareholder. Every Rokt’star gets equity in the company Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us! Access generous retirement plans like a 4% dollar-for-dollar 401K matching plan and get fully funded premium health insurance! Dog-friendly office Extra leave (bonus annual leave, sabbatical leave etc.) Work with the greatest talent in town See the world! We have offices in New York, Seattle, Sydney, Tokyo and London We believe we’re better together. We love spending time together and are in the office most days (teams are in the office 4 days per week). We also get that you need to balance your life and your commitments so you have the flexibility to manage your own hours and can spend up to a week of every quarter working from anywhere. We at Rokt choose to create a company that is as diverse and inclusive as the world we live in by attracting, growing & keeping the best talent. Equal employment opportunities are available to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If this sounds like a role you’d enjoy, apply here, and you’ll hear from our recruiting team.

$440,000-600,000

Territory Loan Officer - Dallas/Houston, TX63393560944771123

LendingOne

Territory Loan Officer - Dallas/Houston, TX

Texas, USA

LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2024 - for the third consecutive year - by Sun Sentinel! We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently. LendingOne and its affiliates have extensive real estate experience and have provided over $6 Billion in real estate capital. Position Overview: Territory Loan Officers build market position by locating, developing, defining, negotiating, and closing new business relationships. Territory Loan Officers assist both LendingOne and potential borrowers in assessing the borrower's business ventures, analyzing the borrower's income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products. A successful candidate will have a strong understanding of real estate ventures and business operations, has a sense of urgency, initiative, and competitive drive to get things done and will possess a natural enthusiasm in working with and through people in the process. We are looking for talented and competitive professionals with consultative sales experience that thrive in a fast-paced environment. This person will maintain the skills necessary to engage professionally and successfully with new clients, building relationships and gaining repeat business. Semi-frequent visits to our Headquarters office in Boca Raton, FL may be necessary. Requirements Qualifications: The following qualifications and responsibilities serve as a position overview and are not exhaustive. Employees are expected to be team players and may take on additional tasks as needed. Preferred Skills: Minimum 2 years of experience in the real estate lending space (conventional/nonQM/mortgage insurance, etc.) Minimum 2 years of professional real estate consultative sales experience with high net-worth clientele Experience in commercial and residential mortgage lending Experience building client relationships by phone Required Skills: Minimum 3 years in business to business sales Excellent written and verbal communication, strong organizational skills, and time management. High attention to detail and critical thinking skills, with the ability to anticipate and address potential issues. Comfortability working in a fast paced, technology driven environment A proactive and adaptable approach to problem-solving with a positive, team-oriented mindset, high-energy, and persistence Responsibilities: Develop and Execute Growth Strategies: Focus on driving financial growth and enhancing customer satisfaction within the assigned geographical territory. Promote LendingOne’s Products and Services: Address and anticipate client objectives, providing tailored solutions to meet their investment needs. Engage with Prospective Clients: Arrange and conduct business meetings to build relationships and identify new opportunities. Act as a Trusted Advisor: Educate clients on LendingOne’s products and services, analyze their assets and investments, and guide them through the lending process while offering personalized financial advice. Nurture Client Relationships: Provide exceptional service, cultivate long-term partnerships, and secure repeat business through consistent communication and support. Evaluate and Screen Business Opportunities: Protect LendingOne’s interests by analyzing market strategies, deal requirements, and financial viability while recommending suitable products and services. Facilitate Smooth Transactions: Collaborate with internal teams to ensure the timely collection of required documents and the seamless execution of the closing process. Communicate Effectively: Maintain clear and consistent communication with internal and external stakeholders regarding progress, timelines, and key deliverables. Drive New Business: Proactively contact potential partners and clients in a lead-generated environment, successfully closing new business opportunities. Benefits Why LendingOne: Diverse and inclusive workplace, with a supportive and friendly team Company awards, recognitions, and community involvement opportunities Comprehensive benefits package: medical, dental, vision, short and long-term disability, flexible spending accounts, generous 401(k) match, and more! 10 Company-paid holidays, and Paid-time Off Work-From-Home Fridays! Regular company-sponsored lunches, team-building and social events, and company swag to promote engagement and connection We believe in promoting from within Dedicated Learning & Development Team: comprehensive technical training, career paths, and education reimbursement opportunities! LendingOne is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, or marital status.

Bandit Running is a pioneering technical performance brand committed to creating innovative, high-quality apparel & gear for goal-driven runners. Our mission to “Evolve Running” guides everything we do, always putting the needs of the global running community first. As the fastest-growing brand in the sport, we challenge conventional brand-building norms, prioritizing an extremely high-bar for disruptive excellence across product, experiences & content. Our vision is to build an enduring, iconic brand that breaks down barriers & inspires greater passion & participation in the sport we love. We’re seeking a full-time Controller to lead the financial operations of the company and help scale our accounting infrastructure during this next phase of growth. As part of this role, you will work closely with our Head of Finance and Strategy,and cross-functional teams including Ops, Marketing, and Product. This role presents a unique growth opportunity for someone who is hands-on, detail-oriented, and excited to take ownership over key areas of Bandit’s financial systems and reporting. Requirements Financial Reporting & Close Lead monthly, quarterly, and annual close processes and produce GAAP-compliant financials Maintain and improve our chart of accounts, general ledger structure, and account reconciliations Work alongside org leadership on internal and external reporting and materials Cross-Functional Partnership Partner with Head of Finance and Strategy on forecasting, budgeting and cash flow management / optimization, and collaborate with business units to ensure spend is aligned with financial plans Ensure our reporting is a consistent and accurate representation of the evolving business System Implementation & Optimization Own A/P, A/R, payroll, and expense management workflows Drive the implementation and integration of key finance and accounting systems (e.g., inventory platforms, ERP) with a focus on inventory management Streamline accounting processes and identify automation opportunities Controls & Compliance Develop and enforce internal controls and accounting policies appropriate for a high-growth startup Ensure compliance with state and federal requirements (sales tax, 1099s, etc.) Spearhead audit preparation and execution (financial, 409A, and compliance-related), working in collaboration with our external auditors to fulfill all necessary financial requests You have 4-7 years of progressive accounting/finance experience, cash flow management and optimization experience Bachelor's degree in Accounting or Finance (CPA strongly preferred) Strong technical accounting knowledge and understanding of GAAP, strong modeling background in Excel Proven experience owning and improving accounting / finance processes Excellent attention to detail, organization, and communication skills Comfortable working in a fast-paced, dynamic startup environment Benefits Benefits Competitive salary + equity compensation 401k match Top tier medical insurance/benefits Rocket-ship level momentum with a career-defining opportunity at-hand At Bandit, we’re building an incredible culture rooted in our three core values—Trust, Empathy, & Excellence. We believe that in order to build the best team, our baseline is an environment where everyone can bring their full & authentic selves to the table. We are committed to fair hiring practices where we hire team members for their potential & advocate for diversity, equity, & inclusion. We do not discriminate based on your race, color, religion, gender identity or expression, sexual orientation, national origin, age, military service eligibility, veteran status, marital status, disability, or any other protected class. Salary: $120,000-$150,000

$120,000-150,000

Regional Bank Manager - To 110K - Milwaukee, WI - Job 358463393560893315125

The Symicor Group

Regional Bank Manager - To 110K - Milwaukee, WI - Job 3584

Milwaukee, WI, USA

Regional Bank Manager – To $110K – Milwaukee, WI – Job # 3584 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, 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 community bank client is seeking to fill a Regional Bank Manager role in the Milwaukee, WI, market. The successful candidate will be Responsible for overseeing the management of multiple community bank branches within a specified geographic district. The primary focus is on achieving business results through effective leadership, strategic planning, and fostering a motivated team environment that caters to the needs of our local communities. The District Manager will set clear objectives for the district, individual bank locations, and each branch manager to achieve established financial goals with a strong emphasis on community engagement. The position includes a generous salary of up to $110K plus incentives and an excellent benefits program. (This is not a remote position) Regional Bank Manager responsibilities include: Lead, coach, and manage a district of community bank branches. Develop and implement strategies to attract, develop, and retain talent with an understanding of local community dynamics. Directly supervise Branch Managers, holding formal check-ins once a month. Oversee recruitment efforts and partner with Human Resources to make hiring decisions to ensure the market is staffed with Branch Managers suitable for the Bank’s culture and aligned with community values. Ensure development plans and performance goals are in place and actively monitored and managed for staff at all levels. Develop strategic business and sales plans tailored to the unique needs of the local community for the district and each community bank location. Oversee the implementation of business and sales plans, including one-on-one plans, sales calls, coaching, and pipeline management to achieve targeted results in community deposits, consumer loans, and customer relationship growth. Cultivate and maintain relationships with internal business partners to leverage available resources and support community-specific banking solutions. Develop and execute comprehensive community engagement strategies for the district and each community bank location. Foster strong relationships with local businesses, community organizations, and key stakeholders to enhance the bank’s presence and support community initiatives. Organize and participate in local events, sponsorships, and philanthropic activities to strengthen the bank’s ties with the community. Demonstrate a deep understanding of the local community’s financial needs, economic landscape, and regulatory requirements. Accountable for monitoring the branch manager’s behaviors within the team to ensure professional and responsive delivery of service to customers in a manner that aligns with community values. Ensure continuous and timely training, coaching, and guidance to all branch managers to meet the service standards of the Company within the local context. Attend team meetings at each branch no less than once per month to maintain communication and support. Accountable for ensuring periodic testing of controls, documentation, and reports are completed and submitted in a timely manner. Ensure required training is completed and documentation signed and submitted per company policy, with a focus on bank and federal regulations. Conduct reviews of branch manager’s behaviors and documentation to ensure adherence to internal controls. Accountable for ensuring adherence to company policies and procedures, as well as all applicable federal, state, and local laws and regulations, with a specific emphasis on bank regulations. Conduct periodic audits of behaviors and work output to identify and correct areas of non-compliance. Ensure that branch managers complete and apply all required compliance training. 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: Bachelor’s degree in finance or business or equivalent experience preferred; High school diploma or GED required. 10 years’ progressive sales management experience, preferably in the financial services field, with an emphasis on consumer and business development. 7 years’ retail banking sales experience, with a focus on community banking management preferred. 5 years’ experience directly managing professional and sales staff, including responsibility for sales leadership. Proven ability to manage budgets, objectives, and P&L. Demonstrated leadership skills, excellent interpersonal, communication, and organizational skills. Experience with complex functions with the capacity to analyze credit and financial information. Ability to work within diverse project teams to accomplish goals. Strong knowledge of Microsoft Office software applications. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$110,000

BSA Analyst - To 30/hr - Joliet, IL - (Temporary) - Job 357963393560745985126

The Symicor Group

BSA Analyst - To 30/hr - Joliet, IL - (Temporary) - Job 3579

Joliet, IL, USA

BSA Analyst – To $30/hr – Joliet, IL – (Temporary) – Job # 3579 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, 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 Temporary BSA Analyst role in the greater Joliet, IL area. The position is responsible for performing BSA/AML activity monitoring, analytics, and reporting. The opportunity has a generous hourly rate of up to $30/hr. (This is not a remote position.) BSA Analyst responsibilities include: Demonstrate highest standards of personal and professional integrity, adhere to company’s policies and procedures, and comply with applicable laws, government rules and regulations. Develop and maintain an advanced knowledge of BSA; AML/CFT laws and regulation. Perform investigations of suspicious activity, including but not limited to review of cash reports and alerts within Verafin monitoring system. Review, audit and certify OFAC reports and alerts. Review CTR’s for accuracy and make necessary changes prior to filing. Assist with training for frontline staff and the division. Provide support to lines of business for AML/CFT-related issues. Assist with BSA; CFT/AML audits and exams and the corrective action plans. Perform enhanced due diligence reviews for higher-risk clients. Enforces compliance standards through well-communicated guidelines and by the establishment of protocol. Assist the BSA Officer model analysis and maintenance of the AMS system. Monitor the bank’s KYC, CIP, and CDD programs to ensure compliance with regulations and bank policies. Makes well defined analytical decisions to determine appropriate BSA related decisions (e.g., identification of suspicious activity requiring SAR filing). Provides analysis, researches financial irregularities, and uses analysis to develop meaningful financial reporting to regulatory agencies. May act as project lead for improvements to the bank’s BSA; AML/CFT program. May act as first point of contact for BSA; AML/CFT related questions, exceptions, and support. Adheres to the compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets. Successfully completes in-house training programs for position. Is committed to on-going professional development and actively participates in the bank's training and development programs and commitment to learning. Maintains successful working relationships with team, the bank, and the community. On occasion, participates with community organizations and in community projects. 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: Intermediate skills in Microsoft Word, Excel and Outlook are required for this position. Knowledge of Verafin BSA software highly desired. Knowledge of Jack Henry Silverlake preferred. The ability to learn job or bank specific software applications. Basic to advanced knowledge of BSA compliance. Ability to conduct extensive research and apply data to improve BSA Program. Ability to learn and perform complex processes to meet specific procedures, policies and BSA/AML/CFT/USA Patriot Act regulations that govern the company. Good verbal and written communication skills to interact with bank staff at all levels. Excellent organizational and time management skills to maintain workflow volume. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$30

Spartan Investment Group

Acquisitions Analyst

Golden, CO, USA

The Company: At Spartan Investment Group, our mission is to Improve lives through our values. We do this by finding value-added and opportunistic investments that offer solid returns to our investors. We make our most significant contribution by providing an opportunity for our partners to grow and creating lasting wealth for everyone with whom we conduct business. We specifically focus on self-storage projects, capitalizing on amazing deals in other asset classes. In 2021, we were listed as the 5th fastest-growing real estate company in the US and joined the list of the top 100 self-storage owners. We are members of the Inc. 500 fastest-growing private companies in America for the last 5 years, and in 2023, we were nominated #11 in Denver Business Journal's list of top places to work. Mission: As the Acquisitions Analyst, your primary responsibility will be to support Spartan Investment Group’s Acquisitions department in evaluating new potential acquisitions. This role also serves an asset management function and involves collaborating with other departments to analyze and understand existing portfolio performance. This is a unique entry-level opportunity to join a growing, high-volume company with broad exposure to company operations. We are looking for an ambitious learner who wants to commit themselves to growth in a fast-paced environment. Requirements Outcomes: Develop and Maintain Financial Models: Build and update acquisition, disposition, and supplemental financial models to support investment decisions. Support Transaction Execution: Assist in all phases of the acquisition process, including underwriting, market research, due diligence, site tours, and closing activities. Conduct Market and Asset-Level Research: Analyze macroeconomic trends, local market dynamics, and property-specific data to inform investment strategy. Collaborate Cross-Functionally: Work with internal teams (e.g., Capital Markets, Investor Relations, Asset Management) to evaluate deals, secure financing, and monitor asset performance. Prepare Investment Materials: Create and present investment memos, internal presentations, and pitch materials for use in Investment Committee meetings and with external stakeholders. Track and Analyze Existing Investments: Reforecast and assess current assets to inform hold/sell recommendations and business plan adjustments. Participate in Industry Engagement: Represent the firm at conferences and with industry stakeholders to support deal sourcing and relationship development. Contribute to Due Diligence and Deal Closing: Travel to sites as needed and assist in reviewing financial statements, operational data, and other due diligence materials to support sound investment decisions. Competencies: Judgment/Autonomy – Confidence and ability to use contextual understanding of problems to make consequential decisions with minimal guidance Attention to Detail – Produces precise and accurate work by thoroughly validating data, identifying discrepancies, and maintaining strong quality control standards. Growth Mindset – Actively seeks opportunities for personal and professional development. Embraces feedback and is eager to expand responsibilities and capabilities over time. Initiative & Ownership – Demonstrates a strong work ethic, motivation, and accountability. Manages time effectively across multiple projects while consistently meeting deadlines. Communication & Collaboration – Articulates ideas clearly in both written and verbal formats. Offers constructive feedback and collaborates respectfully and effectively across teams. Adaptability & Problem Solving – Navigates complexity with flexibility and resourcefulness. Thinks creatively to address challenges, especially when guidance or precedent is limited. Professional Attitude – Maintains a positive, coachable, and solution-oriented demeanor, even when facing challenges or high-pressure situations. Qualifications: Bachelor’s Degree or higher in relevant field (Finance, Real Estate, etc.) preferred 0-3 years of relevant experience in commercial real estate investments and real estate financial modeling Highest level of expertise in Microsoft Excel Experience developing pro forma models is a plus Travel requirements: 50% Benefits Competitive Full Time Base Salary: $55k - $65k annually. Commission potential of $15k-$20k. Comprehensive benefits including 401k with company matching. Access to company profit sharing. Access to company carried interest program. Wellness benefits include company paid health, vision, dental, short-term disability, and life insurance. In house performance coaching. Unlimited PTO. Reimbursements for phone, transportation, and entertainment, and more through an innovative cafeteria benefits plan.

$55,000-65,000

Duke Corporate Education

Senior Accountant

Durham, NC, USA

We are seeking a Senior Accountant to join our Finance team. This is a hands-on role ideal for a proactive, detail-oriented professional who thrives in a dynamic, global environment. The successful candidate will take full ownership of the general ledger, lead process improvement initiatives, and play a key role in financial operations, reporting, and systems optimization across multiple entities. This position offers the opportunity to work closely with cross-functional teams, contribute to ERP system enhancements, and support strategic decision-making through accurate and timely financial insights. What you'll do Perform day-to-day and period-end general ledger activities, including journal entries, trial balance adjustments, accruals, deferrals, and reconciliations. Manage accounting operations: cash and banking, fixed assets, accounts payable/receivable, travel expenses, corporate credit cards, and taxes. Create and maintain mandatory financial reports, ensuring compliance with domestic and international regulations. Collaborate with IT and external partners to support and enhance cloud-based ERP systems (preference for Microsoft D365). Lead or support ERP implementation and optimization projects. Maintain documentation of current controls, processes, and workflows. Analyze monthly financial results and contribute to internal reporting and presentation materials. Prepare materials for Management, Board of Directors, Town Halls, and other internal events. Support internal and external audits by preparing documentation and responding to inquiries. Recommend and implement improvements to accounting processes and financial systems. Participate in special projects focused on automation, efficiency, and performance. Requirements Qualifications Bachelor’s degree in Accounting, Finance, or Business; CPA or CPA candidate preferred. MBA or Master’s degree a plus. Minimum 5+ years of corporate or public accounting experience, preferably across multiple geographies. Experience implementing and working with cloud-based ERP systems is essential (preference for Microsoft D365). Proven ability to create and maintain mandatory financial reports. Strong technical accounting skills and a deep understanding of debits and credits. Demonstrated success in process improvement and bringing structure to complex environments. Experience in the professional services industry is preferred. Must be able to work on-site in our Durham office 4 days per week. Skills & Competencies Project Management: Ability to prioritize, manage multiple tasks, meet deadlines, and work independently. Client Relationship Management: Strong communication skills across functions and geographies; high service orientation. Financial Acumen: Solid understanding of US GAAP; exposure to IFRS; ability to identify and resolve financial issues. Technical Proficiency: Skilled in Microsoft Office (Excel, Outlook, Word, PowerPoint); ERP systems (preferably D365); strong analytical and problem-solving capabilities. Why Duke CE? At Duke Corporate Education, you’ll be part of a purpose-driven organization that’s shaping the future of leadership around the world. We offer a collaborative, intellectually stimulating environment where innovation and continuous improvement are encouraged. As part of a global team, you’ll have the opportunity to work across cultures and industries, contribute to meaningful change, and grow both professionally and personally. Join us in our mission to empower leaders and make a lasting impact on organizations and society.

Negotiable Salary

Commercial Portfolio Manager - To 140K - Deerfield, IL - Job 328263393558994305129

The Symicor Group

Commercial Portfolio Manager - To 140K - Deerfield, IL - Job 3282

Deerfield, IL, USA

Commercial Portfolio Manager – To $140K – Deerfield, IL – Job # 3282 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 Commercial Portfolio Manager role in the Deerfield, IL area. This selected candidate will be responsible for independently managing a Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $140K and a full benefits package. (This is not a remote position.) Commercial Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriate, and timely risk rated in accordance with the Bank’s loan policy. 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: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrate a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$140,000

Proprietary US Equities Trader/Active633935585670411210

Hold Brothers

Proprietary US Equities Trader/Active

New York, NY, USA

About the Job: Hold Brothers Capital, LLC, is a FINRA Registered, SEC, Self-Clearing Broker Dealer. We strive to be a complete destination for traders looking to maximize their performance in today’s financial markets. We trade the US Equity Markets only. Our proprietary traders focus primarily on technical analysis to develop their trading strategies. By utilizing multiple time-frames, our traders exercise position, swing, and intraday trading styles to maximize returns based on market conditions. We aim to help traders become successful by providing premier technology, and a highly professional, value added environment. Requirements Competitive Advantages Include: Buying power based on experience and performance. Example: 50/1 Intra-Day Opportunity to Trade Firm Capital based on past experience/track record Our Cost and Fee Structures are the Best in the Business Access to High frequency, and Black Box infrastructures Use of our own internal execution platform (GrayBox) Built by traders, and in-house developers. Also highly customizable upon trader request. First class, in-house tech support, and connectivity Remote trading available Self-Clearing Capabilities (which will reduce monthly costs to the Traders) Equity “Prop” Traders with Hold Brothers Capital LLC, are required to be registered, and licensed with our broker-dealer in order to trade at the firm. Either, an active Series 7 and Series 55, Series 56, or 57 are required. We can provide Series 57 exam sponsorship to qualified candidates. Retail “Pattern Day Traders” are not required to be registered, and licensed with our broker-dealer. They must maintain a balance of $25,000 USD in order to continue actively trading. Benefits Medical, Dental, Vision, Paid Time Off Highly Competitive (Up to 99%) Monthly Payout based on Performance. You can get paid twice within a month. (We are the only firm that offers Bi-Weekly Payments.)

$25,000

Arena Investors I Quaestor Advisors

Senior Risk Officer

New York, NY, USA

In this role, you will be directly reporting to the Chief Risk Officer, who is responsible for overseeing and managing the organization's risk management framework. This position requires close collaboration with the Chief Risk Officer, where you will provide vital insights and contribute to strategic decision-making processes related to risk assessment. Your work will be integral to ensuring that the organization's risk policies and practices are effectively implemented and adhered to across all departments. Job Responsibilities: Assist CRO in managing Arena’s risks; main focus on the firm’s investment portfolio, which consists of the established distressed credit and special opportunities activities and the growing third-party asset management Monitor and enforce compliance with investment guidelines Analyze the portfolio’s risks and proactively communicate with the investment team about these risks and how to improve the risk profile Identify and highlight hidden risk (basis risks, implicit short volatility, leverage, illiquidity) Think ahead and analyze how certain economic, political, and regulatory developments as well as central bank actions may impact markets and the value of the portfolio; apply forward-looking scenario and shock analysis to identify the price impact and the portfolio’s sensitivities Build out systems and technology infrastructure; develop risk monitoring and analysis tools Requirements 8 – 15 years financial markets experience, with the last 5 years in a risk management function; previous trading experience a plus A Bachelor's degree from an accredited institution is required. Cross asset class experience with main focus on credit (corporate and structured (e. g. CLOs, CMBS)) and rates; distressed credit and bankruptcy experience a plus In-depth understanding of a wide range of products including cash and derivatives products Good understanding the risk dynamics of an entire portfolio including its convexity profile In-depth familiarity with basis risks, leverage, and illiquidity, including the ability to identify these risks early and to judge the potential impact on prices and the investment team’s ability to transact Solid understanding of global macro matters: central banks, economic developments, global capital flows, and their impact on financial markets Familiar with international markets Experienced in creating and interpreting scenario and stress test analysis including tailor-made stresses ahead of specific market events Knowledgeable about counterparty and operational risks Strong communication skills; able and willing to communicate with the investment team, investors, external business partners, and regulators Strong quantitative skills Familiar with portfolio and risk management systems; coding experience a plus Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Hybrid Schedule Free Food & Snacks Wellness Resources

Negotiable Salary

Treasury Management Officer - To 125K + Bonus - Milwaukee, WI - Job 3362633935564503071212

The Symicor Group

Treasury Management Officer - To 125K + Bonus - Milwaukee, WI - Job 3362

Milwaukee, WI, USA

Treasury Management Officer – To $125K + Bonus – Milwaukee, WI – Job # 3362 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 client is seeking to fill a Treasury Management Officer role based in the Milwaukee, WI market. The selected candidate will be responsible for business development, consultative sales, and relationship management to commercial clients. The position includes a generous salary of up to $125K plus a bonus and an excellent benefits package. Treasury Management Officer responsibilities include: Achieving new sales targets and portfolio revenue growth objectives. Partnering with lenders and others to target and build opportunities for Treasury Management solutions. Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews. Executing strategic market-based sales plan to target prospects and existing customers. Achieving annual performance metrics for new business sales, call expectations and retention of strategic client relationships. Growing non-interest income. Managing pipeline for accuracy. Representing Treasury Management in internal and external settings. Building brand awareness. Performing other duties as assigned. 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: BA/BS degree in Business, Finance or related degree or equivalent. Five or more years proven treasury management sales experience. Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred. Proven ability to drive deposits. Experience with territory management in sales. High level of Treasury Management product knowledge and product innovation. Knowledge of credit and operational risk-ability to quantify potential exposure. Industry or vertical market expertise. Strong knowledge of market/industry trends. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$0-125,000

Modern Construction Services

Accounting Manager

Charlotte, NC, USA

At Modern Construction Services, we're looking for a dynamic leader with a proven track record in managing accounting departments and the expertise to drive financial excellence and lead a dedicated team. The salary range for this position (depending on experience) is between $105,000 and $120,000 per year. While demonstrating strong leadership skills to manage and develop the accounting team, the preferred candidate will have a deep understanding of full-cycle accounting, accrual GAAP accounting, general ledger accounting, and construction-specific accounting practices, including job costing, percentage-of-completion, and revenue recognition. They will have expertise in preparing and analyzing financial statements, ensuring compliance with accounting standards. The salary range for this position (depending on experience) is between $105,000 and $120,000 per year. Department manager roles within our company are in-office and not remote. This position will require a leadership presence and commute to 5900 Harris Technology Blvd., Charlotte, NC, 28269. This position does not offer relocation benefits. Essential Functions "Hands on" responsibility for all finance and accounting functions; specific areas of responsibility include month-end and year-end close; general ledger reconciliation; cash management; oversite of accounts payable and accounts receivable, and fixed assets management. Track and allocate costs to specific projects, including labor, materials, and overhead. Process accounting transactions as required, which includes accounts payable, accounts receivable, general journal entries, check disbursements, online banking, bank and credit card reconciliations, cash application, monitor bank deposits and postings, etc. Manage Accounting Department Staff and Vendor Management Team. Handle the reporting for the annual insurance renewal and audit. Prepare monthly financial statements and general ledger account reconciliations, activity analyses and reports as requested, including production-based reports. Work with leadership team to prepare Annual Operating Budget. Develop, implement and maintain internal accounting systems and controls. Serve as a point of contact to clients, vendors and business partners. Work with third party CPA to complete all States and Federal Income Tax Returns. Demonstrate a positive attitude towards the company, management, other associates and customers. Fosters a collaborative / cooperative work environment by assisting and supporting others in the achievement of company goals. Assist HR with bi-weekly payroll, 401(k) employee contributions and worker’s compensation report, and process time sheets/expense reports and calculate monthly commissions; when needed, prepare and submit monthly, quarterly and annual filings and reports to federal, states, and local governments as needed including W2/W3s, 1096/1099, NC-3, 940/941. Manage company licenses and business lines of insurance renewals and audits. Prepare ad hoc financial reports. Perform other related duties as necessary or assigned. Requirements Bachelor’s degree in related field or five (5) years of experience in the accounting field Highly Proficient in QuickBooks Online Job costing experience working in Construction, Manufacturing or related field The ability to research and analyze various types of data/information, including the ability to provide succinct evaluation and reporting. Strong ability to organize and prioritize work to consistently meet daily, weekly and monthly deadlines. Effective oral and written communication skills; excellent interpersonal skills. Understands and practices confidentiality/privacy of personnel information Excellent technical accounting skills with in-depth knowledge of and experience in all phases of accounting operations. Must have a strong attention to detail, be well organized, and capable of meeting tight deadlines. Ability and desire to solve problems and to lead innovation of processes, procedures and tasks. Experience with AIA documents Benefits Annual profit sharing. Medical, vision, and dental. Flexible Spending Account (FSA), Health Saving Account (HSA). Employer-paid Basic Term Life Insurance, Short- and Long-term disability insurance. Voluntary supplemental life insurance. 401(k)

$105,000-120,000

Financial Analyst II - CNSP633935563219211214

IT Partners,Inc

Financial Analyst II - CNSP

San Diego, CA, USA

Financial Analyst will provide the Pacific Fleet with financial and account support. The position will require leadership to ensure that financial analysis and other management functions are completed to support fleet financial operations. The ideal candidate will be able to proactively recommend solutions and provide advice to the client on a regular basis. Position requires 5 years of experience. Candidate must possess a bachelors degree. Secret security clearance required. Requirements Recent experience as a Financial Manager Plan, direct, coordinate and analyze accounting and other financial activities Recommend alternative methods of funding to meet financial program objectives Recent Navy shipboard Financial management experience including experience as OPTAR Financial Records keeper; generating Budget OPTAR Report (BOR) and Financial Transmittal (TL) report; and other monthly financial reports Ability to follow instructions and fleet as the relate to financial management Familiarity with Government-wide Commercial Purchase Card Program (GCPC) Approving Official (AO); GCPC Cardholder regulations and processes Experience utilizing RSUPPLY, One Touch Supply (OTS) and other relevant Supply and Logistics systems and programs documenting familiarity with Military Standard Requisitioning and Issue Procedures (MILSTRIP) and Military Standard Transaction Reporting and Accounting Procedures (MILSTRAP) Experience processing monthly Obligation Validation Report (OVR), formerly referred to as Unfilled Order Listing (UOL), and Difference Listings (DL) designed to emulate the Summary Filled Order/Expenditure Difference Listing (SFOEDL) Ability to proactively conduct data collection, research, analysis Experience maintaining financial reports Experience developing budgets, conducting validation and reconciliation of budget in execution Benefits Since 1993, ITP has been providing reliable, cost-effective solutions to meet our customers’ goals and objectives in the commercial and public marketplace. We are Women Owned Small Business Certified with a GSA IT 70 Schedule and a Navy SeaPort-e contract. We offer a full range of benefits, Health, 401K, Life, Disability, Student Loan Help, Bonuses...etc. Smart? Motivated? Ready to roll? You'll feel right at home at ITP. Where creativity is encouraged, initiative is rewarded, and reputations are made. A career here translates into continual opportunities to grow and expand on what you can do as we help clients become high-performance organizations. There's no better place to grow your career! If you wish to be part of this dynamic opportunity, please apply to this job posting.

Negotiable Salary

Sr. Treasury Management Sales Officer - To 110K + Bonus - Deerfield, IL633935553117451215

The Symicor Group

Sr. Treasury Management Sales Officer - To 110K + Bonus - Deerfield, IL

Deerfield, IL, USA

Sr. Treasury Management Sales Officer – To $110K + Bonus – Deerfield, IL – Job # 3385 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 community bank client is seeking to fill a Sr. Treasury Management Sales Officer role in the greater Deerfield, IL area. The selected candidate will be responsible for business development, consultative sales, and relationship management to commercial clients. This position offers a competitive salary of up to $110K + Bonus and a full benefits package. Candidate must reside in the state of Colorado. (This is not a remote position) Sr. Treasury Management Sales Officer responsibilities include: Achieving new sales targets and portfolio revenue growth objectives. Partnering with lenders and others to target and build opportunities for Treasury Management solutions. Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews. Executing strategic market-based sales plan to target prospects and existing customers. Achieving annual performance metrics for new business sales, call expectations and retention of strategic client relationships. Growing non-interest income. Managing pipeline for accuracy. Representing Treasury Management in internal and external settings. Building brand awareness. Performing other duties as assigned. 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: BA/BS degree in Business, Finance or related degree or equivalent. Five or more years proven treasury management sales experience. Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred. Proven ability to drive deposits. Experience with territory management in sales. High level of Treasury Management product knowledge and product innovation. Knowledge of credit and operational risk-ability to quantify potential exposure. Industry or vertical market expertise. Strong knowledge of market/industry trends. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$0-110,000

Financial Controller (Remote - Iowa)633935549661471216

Jobgether

Financial Controller (Remote - Iowa)

Iowa, USA

This position is posted by Jobgether on behalf of Resillion Netherlands. We are currently looking for a Financial Controller in Iowa (USA). Join a fast-paced and purpose-driven environment where you’ll play a critical role in steering financial performance and supporting strategic decisions. This opportunity is ideal for a finance professional with a strong grasp of accounting principles, budgeting, and KPI analysis. You’ll collaborate closely with business unit leaders and cross-functional teams to deliver accurate financial reporting, enhance processes, and lead a team responsible for transaction processing. If you're detail-oriented, analytical, and eager to grow within a global framework, this role offers both influence and career development. Accountabilities: Lead monthly financial reporting processes across multiple business units, in coordination with centralized finance functions. Analyze and present financial performance, including client program outcomes and key business activities. Support the annual budgeting cycle and ongoing operational planning. Maintain and analyze databases tracking financial, operational, and client metrics. Manage and develop staff responsible for financial transaction processing and ensure process efficiency. Ensure strict confidentiality and integrity in all financial practices while adhering to organizational procedures. Apply best practices in financial management and support continuous improvement across business units. Contribute to the company’s safety culture and demonstrate commitment to its core vision and values. Requirements Bachelor’s degree in Accounting, Finance, or a related field; CPA certification is a strong plus. Solid understanding of accounting principles, financial reporting, and business planning. Experience in KPI development and analysis to support strategic decision-making. Proficiency in Excel and database tools for financial modeling and performance tracking. Strong interpersonal skills to engage with stakeholders across all organizational levels. Excellent written and verbal communication abilities, with attention to detail and documentation. Demonstrated ability to manage multiple priorities, meet deadlines, and work independently. Strong leadership skills to effectively manage and develop a small finance team. Strategic thinker with strong problem-solving capabilities and time management skills. Benefits Competitive salary based on qualifications and experience. Comprehensive health, dental, and vision insurance packages. Company-matched 401(k) retirement plan. Paid vacation, holidays, and personal days. Life and disability insurance coverage. Opportunity to grow within a merit-based, collaborative work culture. Continuous learning and development support. Recognition as part of a nationally acclaimed workplace. Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching. When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly. 🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements. 📊 It compares your profile to the job’s core requirements and past success factors to determine your match score. 🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role. 🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed. The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role. Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team. Thank you for your interest! #LI-CL1

Negotiable Salary

Commercial Lender - To 145K + Bonus - Memphis, TN - Job 3469633935536555551217

The Symicor Group

Commercial Lender - To 145K + Bonus - Memphis, TN - Job 3469

Memphis, TN, USA

Commercial Lender – To $145K + Bonus – Memphis, TN – Job # 3469 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 Commercial Lender role to be based in the Memphis, TN market. The successful candidate will make and service a variety of CRE & C&I loans. The candidate will also assist senior officers in handling larger and more complicated loans and provide other customer services as may be required. The position includes a salary of up to $145K + Bonus and an excellent benefits package. (This is not a remote position) Commercial Lender responsibilities include: Developing and managing commercial loan accounts that meet established lending requirements and provide maximum profitability at minimum risk. Soliciting commercial clients; actively seeking and obtaining quality new business through client and prospect calls, referrals, and cross-selling efforts. Obtaining and maintaining COIs and attending various networking events in the assigned geographic area. Generating a wide variety of commercial and real estate loans. Contributing to deposit growth by cross-selling and promoting additional banking products Collecting and analyzing information that reflects the current creditworthiness of customers and the current merits of existing loans. Reviews and analyzes title reports or surveys to determine issues and any present or potential risks. Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility of granting the loan or submitting an application to a credit analyst for verification and recommendation. Meeting with applicants to obtain information for loan applications and to answer questions about the process. Guiding loans through the approval and closing process. Explaining, promoting, cross-selling, or referring banks, insurance, and trust products or services. Representing the Bank in the community through professional and civic involvement is critically important to this role. 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: A bachelor’s degree in banking, finance, or other related field is preferred. Seven or more years of direct lending or credit support-related experience with a focus on business relationships. Median portfolio managed (CRE/C&I) - $25MM to $60MM Formally credit-trained and /or underwriting knowledge and experience are preferred. Experience analyzing financial statements. Familiarity with the sales, loan processing, and closing processes. Extensive knowledge of Commercial Banking products and services including working knowledge of C&I as well as Owner-Occupied and Investment Commercial Real Estate loans. Thorough knowledge of Federal and State regulations covering commercial banking activities. Ability to expand loans, client relationships, and cross-sell bank products. Strong analytical ability with effective written and verbal communication skills required. Efficient use of Outlook, Word, and Excel applications. Excellent interpersonal skills. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$145,000

Credit Analyst - Up to 80K - Los Angeles, CA - Job 3228633935515713311218

The Symicor Group

Credit Analyst - Up to 80K - Los Angeles, CA - Job 3228

Los Angeles, CA, USA

Credit Analyst – Up to $80K – Los Angeles, CA – Job # 3228 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, 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 client is seeking to fill a Commercial Credit Analyst role in the Los Angeles, CA market. The successful candidate will be responsible for providing analytical support to Commercial Lending Officers to ensure client service standards are met and loan documentation and credit presentations are following applicable standards, policies, procedures, and regulatory requirements. The position includes a salary of up to $80K and an excellent benefits package. Commercial Credit Analyst responsibilities include: Preparing and interpreting spreads of financial statements for our small/mid-market commercial customers. Supporting the Bank’s lending activities by providing insightful and timely credit analysis of prospective and current borrowers, including interpretation of financial statements, collateral and cash flows. Interacting with commercial bankers, loan officers, credit manager, other lending support staff, customers, accountants, and appraisers. Analyzing financial data to determine the merits of loan requests. Spreading and analyzing financial statements utilizing spreading software. Performing other duties and special projects as assigned. 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: Bachelor’s degree in accounting, finance, or business administration preferred; accounting/finance experience is beneficial. The appropriate combination of education and experience will be considered in lieu of a degree. Two or more years of credit analysis experience preferred. Familiarity with financial statement spreading software (Moody’s, Baker Hill, etc.) is beneficial. Must possess attention to detail, accuracy in work performed, and can multi-task while maintaining focus. Strong Analytical, math, and problem-solving skills. Excellent PC skills required; must demonstrate the ability to mentor/coach other team members while completing own work at a high level. Knowledge of nCino and SalesForce is helpful but not required. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$80,000

Quantitative Researcher - Execution (USA)633935502728971219

Trexquant Investment

Quantitative Researcher - Execution (USA)

Stamford, CT, USA

We are seeking a Quant Researcher to join our Execution team. In this role, you will be directly responsible for compiling and analyzing execution data in several asset classes, working on market impact models and trade cost analysis to minimize transaction costs and enhance performance of company portfolios. You will work closely with teams of traders, researchers, and operations to develop, test, and refine execution strategies that drive continuous improvement of our trading operations. Responsibilities: Manage seamless daily execution of $1bn+ notional across 5k+ equities, global futures, and an expanding list of asset classes Develop tools to continuously analyze execution data across various trading instruments Manage and update market impact models across all our traded asset classes Design trading experiments and present results in order to collaborate with senior research team members Implement execution strategies to further improve transaction costs and fill rates Work with our Operations team to ensure best execution services provided by brokers Develop and implement processes for control, trade support, redundancy and automated prosecution of the trade lifecycle Deepen firm execution capabilities through broker relationships, assessments, onboarding, commission management, and trade cost analysis Build and lead a team of quantitative execution professionals capable of fine-tuning existing trading flow as well as expansion into new holding periods, countries and asset classes Requirements Bachelor's, Master’s, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields 3+ years of experience working in an electronic execution role within quantitative trading company Strong quantitative skills, detail oriented, and proficiency in Python programming Benefits Competitive salary, plus bonus based on individual and company performance Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets PPO Health, dental and vision insurance premiums fully covered for you and your dependents Trexquant is an Equal Opportunity Employer

Negotiable Salary

AVP Compliance Officer - To 120K - Des Plaines, IL - Job 3500633935496363531220

The Symicor Group

AVP Compliance Officer - To 120K - Des Plaines, IL - Job 3500

Des Plaines, IL, USA

AVP Compliance Officer – To $120K – Des Plaines, IL – Job # 3500 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 an AVP Compliance Officer role in the Des Plaines, IL area. The position is responsible for ensuring that our bank operates in compliance with all applicable laws, regulations, and internal policies. This role involves developing, implementing, and maintaining compliance programs, conducting risk assessments, and providing guidance to the business units. This is a “hands on” position , working with all functional areas within the bank. The opportunity has a generous salary of up to $120K and a benefits package. (This is not a remote position). AVP Compliance Officer responsibilities include: Develop, implement, and maintain the bank’s compliance programs. Conduct regular risk assessments and compliance audits. Monitor and report on compliance with regulatory requirements. Provide guidance and training to business units on compliance matters. Investigate and resolve compliance issues and complaints. Prepare and submit compliance reports to senior management and regulatory bodies. Stay up-to-date with changes in laws and regulations affecting the bank’s operations. 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: Strong knowledge of banking regulations and compliance requirements. Excellent analytical, problem-solving, and communication skills. Ability to work independently and as part of a team. Professional certifications such as CRCM, CAMS, or similar are preferred. Experience or working knowledge of a variety of different compliance areas including but not limited to CRA, BSA, Retail/Deposit regulations, Reg E, Reg CC, Fair Lending, Equal Credit Opportunity Act, Truth-in-Lending Act, Real Estate Settlement Procedures Act, Fair Housing Act, Home Mortgage Disclosure Act, Flood Disaster Protection Act, Fair Lending, Reg O and USA Patriot Act. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$120,000

Portfolio & Trading Assistant633935486382111221

Arena Investors I Quaestor Advisors

Portfolio & Trading Assistant

Miami, FL, USA

Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit/equity spectrum in areas where conventional sources of capital are scarce. Arena is looking to expand the PIPEs/Event-Driven/Arbitrage team through the addition of a Portfolio/Trading Assistant. In this role, this individual will work with the Portfolio Manager. Ideal candidates will be organized, self-motivated, resourceful and able to work effectively with all internal functional groups. Responsibilities: - Provide oversight of existing trading positions, conversion/warrant levels, and target levels. - Provide real-time analysis of target universe of current/potential investments. - Maintain credit risk and market risk analysis spreadsheets. - Monitor news flow for any updates on investments, potential investments, industries, etc. - Listen to relevant conference calls (deal announcements, earnings, sell-side analysis, expert calls) and attend conferences to enhance our investment research processes. - Develop reporting tools to update Portfolio Manager intraday. - Create and maintain various screening tools for potential investment opportunities. - Maintain multiple outreach campaigns to target companies for potential investment opportunities. - Assist in creating investment memos to be presented to the Investment Committee for approval to allocate capital to various investment opportunities. - Assist in structuring transactions, negotiations and closing PIPE deals. - Work with operations, legal, financial and accounting teams on process management, diligence, identifying errors, etc. Requirements The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency. - BA (or equivalent) with finance, accounting, economic or quantitative focus - Experience with merger arb/relative value trading/analysis or direct lending/PIPEs - Ability to execute basic equity/credit/bond transactions - Basic risk arbitrage analytics maintenance - Knowledge of convertibles, bonds, bank debts, CDS, derivatives, options, etc. - Strong written and oral communication skills - 1-2 years PIPEs/trading experience - Experience with Excel Macros or other computer science based automation is a plus

Negotiable Salary

Senior Strategic Finance Analyst633935481598731222

MediaRadar

Senior Strategic Finance Analyst

New York, NY, USA

Location: Remote EST About MediaRadar MediaRadar, now including the data and capabilities of Vivvix, powers the mission-critical marketing and sales decisions that drive competitive advantage. Our competitive advertising intelligence platform enables clients to achieve peak performance with always-on data and insights that span the media, creative, and business strategies of five million brands across 30+ media channels. By bringing the advertising past, present, and future into focus, our clients rapidly act on the competitive moves and emerging advertising trends impacting their business. About the Role As MediaRadar positions itself for accelerated growth, we are expanding our FP&A function to support our most critical strategic decisions. Reporting into the Strategic Finance function, the Sr Strategic Finance Analyst, will be the technical engine behind our most sophisticated analytical and financial modeling efforts. In close collaboration with our Strategic Finance team, this role will play a pivotal part in designing, building, and operationalizing net-new models that shape product, pricing, investment, and M&A strategy. This is a high-impact, high-visibility role ideal for a creative thinker with strong modeling capabilities, a passion for data-driven decision-making, and an ability to translate complex analyses into actionable business insights. Key Responsibilities: What You’ll Do: Collaborate with our Senior Director of FP&A to develop advanced financial and strategic models that support executive decision-making and drive company growth. Quantify the financial impact of major strategic initiatives including: New product launches (e.g., market sizing, ROI, adoption curves, capital budgeting) Pricing strategiesM&A evaluation and integration modeling Build and maintain scenario and sensitivity analyses to guide and de-risk investment decisions. Partner with RevOps to create predictive models around key business drivers, such as: Churn forecasting Pipeline performance Upsell probability and client growth Collaborate with Technology and Commercial teams to support strategic initiatives through robust financial modeling and funnel analytics. Good understanding of SaaS economics and business modeling. Conduct advanced cohort analytics to evaluate client behavior over time. Work cross-functionally to transition models into operational tools and dashboards for ongoing use. Ability to translate data into action-oriented recommendations. Requirements What You’ve Done: 3–5 years of experience in SaaS FP&A, financial modeling, strategic analytics, or a similar role is a must. Proven ability to develop complex models from scratch in Microsoft Excel. Deep understanding of corporate finance, capital budgeting, and business strategy. Strong collaboration skills; experience working cross-functionally with RevOps, Product, Development and Marketing. Experience working in an accelerated growth business with ever changing business needs. Excellent communication and presentation skills with a focus on clarity and business impact. Experience with scenario planning, sensitivity analysis, and predictive modeling preferred. Background in SaaS, technology, or media industries is a plus. Familiarity with SQL or Python is a bonus but not required. Benefits In addition to career progression, training and development, and an excellent work/life balance, future Radarians can expect a great benefits package that includes: Medical, Dental & Vision Insurance 401k with Company Match Flexible PTO Commuter Benefits Gym Discounts Summer Fridays At MediaRadar, we are committed to creating an inclusive and accessible workplace where everyone can thrive. We believe that diversity of backgrounds, perspectives, and experiences makes us stronger and more innovative. We are proud to be an Equal Opportunity Employer and make employment decisions without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, or any other legally protected status. In accordance with the EEO-1 reporting requirements, we collect demographic data as part of our efforts to ensure fair and equitable hiring practices across all levels of our organization. This is a full-time exempt role with a base salary range of $120,000-$135,000, plus benefits. A final compensation offer will ultimately be based on the candidate's location, skill level and experience, and the Company's pay equity. We are also committed to ensuring our recruitment process is accessible to all applicants. If you need a reasonable accommodation during the application or interview process, please contact us at careers@mediaradar.com. We’re excited to meet people who share our values and want to build the future with us!

$120,000-135,000

Managing Director | Investment Banking633935476547871223

Bridgepoint Investment Banking

Managing Director | Investment Banking

Omaha, NE, USA

WHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. WHO WE’RE LOOKING FOR We’re seeking Managing Directors to join our innovative middle market investment banking team, offering a unique blend of great compensation, entrepreneurial spirit, and impact-driven work. As the first impact investment bank, we focus on prosperity for our people, clients, and communities, with a fast-paced, culture-focused environment where every team member has a voice. If you're ready to generate new business, manage client engagements, close deals, and mentor junior staff, this is your unique opportunity! WHO WE DON'T WANT We're not interested in people who think they're the smartest in the room or have a big ego – leave that at the door. This isn't a place for lone wolves; we value relationships, teamwork and collaboration. If you're just looking to park a license, this isn't for you. We're after folks who are excited about building something bigger than themselves, open to growth, and always striving for improvement. YOU POSSESS Proven experience in middle market M&A and/or capital advisory with strong client relationship skills and a solid network Known for exceptional work ethic, integrity, and professionalism, with 10+ years in investment banking Demonstrated leadership and management skills, thriving in a fast-paced, entrepreneurial, and diverse culture Bachelor's Degree required; advanced degree preferred WHAT YOU’LL DO Actively pursue business development opportunities, targeting $3M+ in fee generation by showcasing our full range of investment banking services Leverage your existing network, and keep expanding it, to drive new deal flow and start client engagements that align with our firm's strategy Lead transactions across various industries, from initial pitch to closing, demonstrating exceptional deal execution, negotiation, and closing skills Maintain and manage client relationships, staying involved and giving the right advice at key strategic points, while clearly communicating financial information to guide executives in corporate finance transactions Provide leadership and mentoring for junior staff, participate in industry events for firm exposure, and act as a strategic advisor to clients to help achieve their long-term goals Be a key voice and have real strategic input in building a special firm with your Bridgepoint family ENVIRONMENT Get ready to be challenged and rewarded for your leadership, technical smarts, and fresh ideas. We have a vibrant office culture that believes in collaboration, creativity, and team spirit – so we encourage everyone to be in the office Monday to Thursday, working remotely on Friday. *Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.

Negotiable Salary

M/I Homes

Loan Purchase Manager

Columbus, OH, USA

M/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 140,000 homeowners and grown to become one of the nation’s leading homebuilders. M/I Homes started as a family business and grew into a national leader in a single generation with divisions in 17 markets, including Austin, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Detroit, Ft. Myers/Naples, Houston, Indianapolis, Minneapolis, Nashville, Orlando, Raleigh, San Antonio, Sarasota, and Tampa. Job Summary This position manages the Loan Purchase Specialist and pipeline of all closed loan files to ensure compliance with M/I Financial LLC, government regulations and investor guidelines. Responsible for reviewing and resolving all pending loan issues, distribute requests to personnel for correction and upload corrective documents to clear the investor suspense. Duties and Responsibilities Oversees and manages the daily activities of the Loan Purchase Specialist(s). Provides training when opportunities are identified Communicates with title companies, branch staff, underwriting, compliance, post-closing, funding, secondary and investors to resolve outstanding investor suspense conditions. Thorough understanding of agency and government lending guidelines and loan processes from origination through sale. Use and comprehension of both agency and government websites. Aware of each internal department’s responsibilities and apply that to manage how conditions are addressed. Manage, monitor & report risks that may be encountered and be proactive with identifying potential issues. Requirements Minimum Education Experience HS diploma or equivalent, college is a plus. Three or more years of mortgage lending which includes loan processing or closer, loan officer, quality control or quality analyst role. Thorough knowledge of the loan origination process and underwriting fundamentals. Required Skills and Abilities Excellent written and verbal communication capabilities. Provide critical and analytical thinking and strong decision-making capabilities to identify problems, propose creative solutions and escalate as necessary. Outlook, MS Word, MS Excel – Intermediate Level. Work independently while understanding the necessity for coordinating work efforts with other employees and organizations. Self-starter, highly organized, ability to research new information and interpret it. Complete understanding of all mortgage documentation, knowledge and importance of TRID and RESPA federal statutes. Work Conditions This is a 100% in person/non-remote. Some overtime and weekend work may be required. Benefits M/I Homes offers a comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, profit sharing plan, employee stock purchase plan, employee home purchase plan and more. We are committed to attracting, developing, and retaining talent that reflects the customers we serve and the communities where we live and work. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #IND123

Negotiable Salary

Chief Compliance Officer - To 155K - Franklin Park, IL - Job 3443633935461488651225

The Symicor Group

Chief Compliance Officer - To 155K - Franklin Park, IL - Job 3443

Franklin Park, IL, USA

Chief Compliance Officer – To $155K – Franklin Park, IL – Job # 3443 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 client is seeking to fill a Chief Compliance Officer role in the Franklin Park, IL area. This position plans, organizes, and controls the Bank’s day-to-day administrative, lending and operational compliance activities. Participates in various committees, audits, and examinations. Performs duties as the Bank Secrecy Act/OFAC Officer, Community Reinvestment Act Officer and Privacy Officer. This position comes with a generous salary of up to $155K and a full benefits package. (This is not a remote position) Chief Compliance Officer responsibilities include: Develops, implements, and administers all aspects of the Bank’s Compliance Management Program; performs duties as the Bank’s Compliance Committee chairperson; assists independent, state and federal regulator auditor inquiries; reviews and writes compliance-related policies and procedures; makes recommendations to the Board of Directors and Senior Management when appropriate; submits annual reports to the Board of Directors detailing compliance issues. Maintains a proficient knowledge of all applicable banking rules and regulations. Performs duties as the Bank Secrecy Act/OFAC Officer; conducts various quality control reviews and monitoring in the area of Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering, OFAC and Customer Identification Program compliance using industry standard and regulatory guidance sampling methods to ensure Performs duties as the Community Reinvestment Act Officer; establishes, participates, and maintains relationships with community-based, charitable, and non-profit organizations; develops and implements programs to ensure the Bank meets the needs of the community and attains CRA compliance goals. Identifies and mitigates potential risk issues against the Bank; interacts with Bank personnel pertaining to such issues. Verifies the accuracy of APY and APR calculations for system, disclosure, and advertising purposes. Oversees actions of comprehensive self-testing, independent third party and regulatory audits; makes necessary preparations for such audits or exams; coordinates responses to external auditors and regulatory examiners; ensures deficiencies identified from such audits and examinations are corrected. Develops and administers various forms to assure the use of correct and updated forms by Bank personnel. Ensures timely distribution of related materials and publications to designated personnel. Conducts compliance training presentations and exercises with all Bank personnel, including material presented to employees during the new hire orientation process. Consistently applies superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development. Assumes responsibility for special projects, gathers data and prepares reports for Senior Management, audits, and other personnel. Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities. 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: Bachelor’s degree from an accredited college or university; minimum of 5 years related experience and/or training; or the equivalent combination of education and experience. Work-related experience should consist of an in-depth background in Bank administration, compliance, and supervisory skills. Educational experience, through in-house training sessions, formal school, or financial industry-related curriculum, should be applicable to the financial industry. Advanced knowledge of Bank administration, lending and operations products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Intermediate experience, knowledge and training in all operational and lending activities and terminology. Excellent organizational and time management skills. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence, and procedures, and speak clearly to customers and employees. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Ability to work with no supervision while performing duties. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$155,000

Sr. Risk Officer - To 150K - Boca Raton, FL - Job 3388633935447952671226

The Symicor Group

Sr. Risk Officer - To 150K - Boca Raton, FL - Job 3388

Boca Raton, FL, USA

Sr. Risk Officer – To $150K – Boca Raton, FL – Job # 3388 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 client is seeking to fill a Sr. Risk Officer role in the Boca Raton, FL area. The position is responsible for strategic planning and oversight of enterprise-wide risk management appetite framework, policies, programs, processes, personnel, reports, and systems for managing and monitoring risk exposure derived from all banking and financial services activities. This position comes with a generous salary of up to $150K and full benefits package. (This is not a remote position). Sr. Risk Officer responsibilities include: Directing, administering and overseeing risk management activities in accordance with the goals and objectives established by the CEO and the Board of Directors. Serving as the primary liaison between bank management and the Board of Director’s Committee. Assuring that the bank and its business units adequately identify, measure, monitor and control the bank’s credit, interest rate, liquidity, price, operational, compliance, strategic and reputation risks relative to the products, services, and activities for which they are responsible. Integrating risk management with strategic goal setting and business planning. Reviewing third party independent reviews of risk, including but not limited to external loan review reports, compliance reports, regulatory examination reports, stress test results and any other reports or information that identifies, measures, monitors or assesses risk. Establishing and maintaining a compliant enterprise-wide Risk Appetite Framework, Risk Assessment System and risk management methodologies, tools and techniques. Establishing an early warning or trigger system for breaches of the bank’s risk appetite or limits. Ensuring policies and procedures meet legal, regulatory or contractual requirements. Providing clear directions and oversight on strategic goals and their accomplishments, translating and prioritizing them into business and performance measures for responsible business units. Contributing to the development of business unit strategy by providing a view on potential improvement for risk management policies and procedures, including an assessment of the existing situation and anticipated changes in the external environment. Managing and developing comprehensive processes for assessing, identifying, monitoring and reducing business risks that could impede the Bank’s objectives and goals, while minimizing duplication and maximizing efficiency. Developing and implementing plans for the infrastructure of risk management systems, processes, and personnel designed to accommodate the growth objectives of the Bank and associated regulatory compliance responsibilities. Directing the assigned staff in executing the risk-based plan for all internal reviews, compliance reviews, loan reviews, internal audits, and fraud investigations. Participating and consulting with management on emerging issues through effective, timely, and relevant communications. Attending Board of Director meetings, Audit Committee meetings, Regulatory meetings, management meetings, and other meetings as required. 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: Bachelor’s degree in Business, Accounting or Finance or related experience. Master’s Degree preferred. Ten or more years of experience in the risk management and/or compliance function in the financial industry, with extensive knowledge of laws and regulations from the regulatory agencies. Working knowledge of information security and cybersecurity practices and methodologies and understanding of technology. Detailed and extensive knowledge and comprehension of Banking policies and procedures. Proven leadership ability with excellent interpersonal communication skills necessary to maintain positive working relationships with all management and personnel at all levels. Ability to effectively communicate through written presentations and individual discussions with all levels in/out of the Bank. Strong organizational skills needed to coordinate multiple Bank priorities. Excellent judgment, decision-making, problem-solving and organizational skills with the ability to multi-task in a fast-paced environment, including the ability to negotiate, compromise and demonstrate diplomacy in sensitive situations and to interact effectively with senior management. Ability to work under pressure and adhere to strict deadlines. Ability to manage numerous simultaneous priorities in a dynamic and fast-paced environment. Ability to manage and develop personnel resources. Ability to disseminate information and guidelines clearly to employees and check for understanding. Ability to work independently and collaborate effectively as a team member. Exhibit a high degree of professionalism and confidentiality in handling and having access to sensitive information. Professional in appearance, and in verbal and written communication Proficient with MS Word, Excel, Outlook, Internet. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$150,000

Legal & General Retirement America

Executive Assistant

Stamford, CT, USA

Overview Legal & General is a leader in Pension Risk Transfer with over 30 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015. The business has grown steadily and in 2020 we eclipsed $1.6 billion in premium written. At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Purpose and Objective This is a multi-faceted role in which the Senior Administrative Assistant will take initiative and operate in an autonomous way; applying a proactive approach to anticipate and fulfill the local administrative needs of two members of the Senior Leadership Team. The Senior Administrative Assistant will handle and maintain calendar activity, coordinate travel and respond to emails and information requests. This will include coordinating meetings and conferences with both internal and external sources and compiling information from various sources for routine inquiries and reports. Additionally, this position will provide backup support to other administrative support professionals. This person is confident in their approach and proactive in delivering on objectives, understanding the key relationships, and priorities for the people they support. The ideal candidate will be a self-starter and a positive relationship builder, which will be critical to handling the needs of the organization. Role and Responsibilities Calendar management for assigned leaders: accept/decline, establish intimate knowledge of meeting requests in order to prioritize and make decisions on behalf of leaders, and proactively resolves calendar conflicts Schedule detailed travel arrangements Handle travel & expenses for assigned leaders Schedule meetings, conferences and events; collaborate with other assistants to coordinate schedules, reserve appropriate conference rooms, catering orders, prepare room and required materials for meetings’ needs. Prepare meeting agendas and take minutes at meetings to circulate action items for follow-up Handles visitors for assigned leaders; greeting visitors, booking conference rooms/workstations, etc. Finalize high-level materials; review, edit, format semi-final draft materials prepared by leaders (e.g. communications, letters, PowerPoint slides, Excel exhibits) to produce a polished final product. Handle the time-keeping process for employees in business area Draft correspondence on behalf of leader and/or department with minimal input Assist Facility Operations Manager as needed with shared office responsibilities Participate in ad hoc projects Build and maintain systems and processes as needed to address business needs May handle other tasks as needed Requirements Qualifications Education / Experience / Knowledge Minimum of 10 years of relevant experience at an appropriate level. Experience with international firms is a plus. Skills / Competencies Extremely well-organized and detail oriented. Initiative-taking and initiative-taking. Ability to work effectively under pressure in a challenging environment with shifting priorities. Capable of working independently while exercising sound judgment and flexibility. Strong multitasking skills with the ability to manage competing deadlines and resolve scheduling conflicts. Excellent communication and customer service skills. High sensitivity to confidential information and professional discretion. Strong problem assessment and problem-solving abilities. Proficiency in Microsoft Office Suite, especially Outlook; familiarity with other business systems and general technology tools. Benefits We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 10 - 25 vacation days depending on experience level and years of service 4 floating holidays & 2 personal days 10 - 15 sick days, depending on years of service 2 paid volunteering days Health benefits, including medical, dental, and vision coverage Supplemental health benefits and life insurance 6 weeks of paid parental and maternal leave Immediate vesting into a 401k savings plan with up to 6% company match 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service Flexible Workspace and Arrangements Tuition and Certification reimbursements Infertility and domestic partner benefits The expected hiring compensation range for this position is $80,000 - $100,000 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 5% of the base salary with a stretch to twice the target, modified for corporate and individual performance. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

$80,000-100,000

Agriculture Lender - To 115K - Fort Garland, CO - Job 3567633935419413791228

The Symicor Group

Agriculture Lender - To 115K - Fort Garland, CO - Job 3567

Fort Garland, CO, USA

Agriculture Lender – To $115K – Fort Garland, CO – Job # 3567 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, 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 an Agriculture Lender role in the Fort Garland, CO area. The position is responsible for managing and growing profitable ag banking relationships. Proactively meets with existing and prospective commercial customers. Provides timely and accurate lending and other banking solutions. Developed financial analysis skills to analyze complex credit requests in credit, cash flow, collateral, management, guarantors, and other risks to repayment. Responsible for leading, delegating, and supporting a team to effectively manage a loan portfolio of approximately $75MM to $100MM or approximately 150 to 200 commercial lending relationships. The opportunity has a generous salary of up to $115K and a benefits package. (This is not a remote position). Agriculture Lender responsibilities include: Structure financing solutions for a wide variety of ag businesses. Grow a loan portfolio that is primarily CDFI-focused. Negotiate fair terms for new and existing lending requests. Drive the loan origination system to provide a timely customer experience. • Manage all aspects of a portfolio, including past dues, renewals, ticklers, covenant monitoring, risk rating identification, and new loan pipeline Communicate effectively between internal and external customers Provide leadership in the bank, in local civic and nonprofit organizations, to improve themselves, their co-workers, and their community. 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: 5+ years of commercial/AG experience in one or a combination of portfolio management, commercial/AG lender, senior-level credit analysis Proven track record of meeting or exceeding sales goals Proven track record of upholding values and strong moral character A BS/BA degree or higher in Business Administration, economics, accounting, finance or other business-related field. Formal credit training The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

$115,000

Associate Financial Advisor633935404805151229

Kestra Financial Independent Advisor

Associate Financial Advisor

Hartford, CT, USA

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience. Requirements · Minimum 3-5 years of experience in financial advising · Life, Health and Accident License – State of CT · FINRA Series 7 and FINRA 66 License · Well organized with the ability to manage time effectively with multiple priorities · Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics · Clean record with SEC and FINRA Skills Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning Coachable and trainable to fit the culture of the company and succeed in a service-orientated business Benefits Annual base income $48,000 plus competitive grid payout

$48,000