Wealth Management Assistant

Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.  We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners.  We’re seeking a Client Success Manager (CSM) to lead and grow a high-performing team of Account Managers, drive measurable results, and deliver exceptional client experiences. As part of our Client Success leadership team, you’ll report to the Director of Client Success and play a critical role in shaping our team's success, culture, and future. What You’ll Do Drive Measurable Results Achieve 100% weekly revenue retention goal across team (minimum 90%) Ensure 100% of weekly CAR Coverage and Account Manager Join Goals Maintain a team average talk time of at least 12 hours/week Lead an Account Management team to exceed performance midlines and revenue KPIs Build & Lead a High-Performing Team Recruit, coach, and manage up to 10 Account Managers Conduct weekly 1:1s and quarterly/annual performance reviews Empower Account Manager to meet winback and growth targets Foster a culture of accountability, ownership, and high performance Provide Best-In-Class Client Experience Nurture and expand relationships with key accounts Join Account Manager on client calls to strategize and deepen engagement Handle Level 1 escalations and identify process improvement opportunities Actively participate in OKR sessions to drive impact at all levels What We’re Looking For 3+ years of sales and account management experience 5+ years of leadership experience managing sales or CS teams Proven track record of hitting and exceeding KPIs Experience in insurance or marketplace environments preferred Strong interpersonal, communication, and coaching skills Must be available to work on-site in our Columbus office Why You’ll Love It Here Columbus, OH | In-Office Full-Time | OTE: $120,000 ($90k base + $30k variable) Comprehensive Benefits: High-quality health insurance and a 401k plan with company match. Training and Development: Extensive paid product training and world-class inside sales training. Career Growth: Advancement opportunities with a focus on promoting from within. At SmartFinancial, we believe in working hard and playing hard. You'll be part of a supportive, dedicated team in a fast-paced and energetic environment. Our user-friendly sales CRM and commitment to employee development ensure you have the tools and training needed to succeed. We’d especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is.  We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait.  Join SmartFinancial and become a key player in driving growth for insurance agencies. Apply now, and let’s achieve success together! SmartFinancial is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we prioritize providing outstanding service and products to our members, and we cultivate a positive employee experience. We have been recognized as a Best Company to Work for in Texas for nine consecutive years and as a Best and Brightest Company nationally and locally because we are committed to fostering fulfilling careers. We invite you to explore this opportunity to join us by completing our online application. This position is located in our Oak Lawn Branch. As a Member Services Representative II, you will serve as a crucial liaison between members and the Credit Union. Your responsibilities include providing account information, opening new accounts, and addressing members' daily credit union needs. You will perform routine transactions such as deposits, withdrawals, cash advances, loan payments, transfers, and check cashing. Additionally, you will interview loan applicants and process applications, gathering necessary information and analyzing credit histories. ESSENTIAL DUTIES AND RESPONSIBILITIES Cross-sell a range of credit union products, including loans, deposits, and electronic services. Handle cash and checks for deposit, verify amounts, and ensure proper endorsements. Process payments for loans and credit cards accurately. Maintain an accurate record of transactions through computer data entry. Assist in the loan process, ensuring accuracy and compliance with policies. Keep up-to-date on lending procedures and credit union guidelines. Balance the cash drawer at the end of each shift. Open new accounts, verifying member eligibility. Provide a variety of transaction services and resolve member inquiries. Perform end-of-day and end-of-month audits as needed. Open and close the branch as necessary. The pay range for this position is $18.58 - $23.23 per hour, based on experience. Requirements EDUCATION and/or EXPERIENCE High school diploma or equivalent is required; must have at least one year of related experience and/or training, or an equivalent combination of education and experience. Candidates should be self-motivated, service-oriented, and capable of performing a variety of tasks successfully. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.   At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.   We invite you to learn more about this position and what Advancial has to offer by completing our online application.  This position is located in our South Charlotte Branch.    Serves as liaison between member and the Credit Union.  Provides account information, opens new accounts, handles member's daily credit union needs.  Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing.  Interviews loan applicants and processes applications.  Gathers background information and analyzes credit history.    ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned.   Cross-sells a wide array of credit union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking.     Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.    Cashes checks and pays out money after verification of signatures and member balances.  Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures. Receives and applies payments to Advancial loans, credit card payments and cash advances. Enters customers’ transactions into computer to record transactions and issues computer generated receipts. Maintains thorough knowledge of loan products for effective cross-selling.  Actively assists in loan process such as pulling credit reports, and ensures loan agreements are complete and accurate according to policy.  This includes data entry of member information into Credit Union system as required.  Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.    Balances currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Processes loans and responds to loan questions. Opens new accounts including;  checking, certificates, money markets and IRA accounts.  Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts.  Processes check orders for members. Responsible for correcting all new account exceptions or transactional errors under Teller Number. Provides account information and handle member's daily credit union needs.  Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc.  This includes researching and resolving member concerns. Processes and balances bond redemptions when necessary. Prepares daily checks received for deposit.  This includes balancing, scanning checks, posting general ledgers. Makes copies and files correspondence and other records on a daily basis. Performs miscellaneous duties such as assisting in monitoring supplies and end of day and end of month audit procedures. Opens and closes the branch as needed. The range for this position is $17.67- $22.09/hr. and is based on experience.  Requirements EDUCATION and/or EXPERIENCE High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

Founded in 2010, Fun Town RV (FTRV) has grown into Texas’s largest RV chain, operating 36 locations and planning to expand. We provide excellent customer service and offer top RV brands for less, backed by a rigorous 100+ point inspection process on every RV we sell. At Fun Town RV, we prioritize hiring candidates who are honest, accountable, positive, and passionate about exceeding expectations. If you're seeking a dynamic career with growth potential and competitive earning opportunities, we encourage you to apply! Overview: The Finance Manager serves as the critical link between the customer and lending institutions, providing tailored finance options while ensuring all transactions are compliant with legal and ethical standards. This role is responsible for maximizing finance income, maintaining customer satisfaction, and promoting ancillary products and services.  Key Responsibilities: Customer & Lender Coordination: Act as the primary liaison between customers and financial institutions to secure financing. Present finance options that meet individual customer needs. Maintain strong relationships with lender representatives. Credit Review & Payment Structuring: Review and analyze customer credit applications for accuracy and eligibility. Offer appropriate payment plans tailored to the customer’s financial profile. Ensure clear and accurate communication of financing terms. Product Sales & Compliance: Present and explain service contracts, GAP insurance, and other F&I products. Maintain compliance with state and federal regulations throughout the transaction process. Ensure ethical standards are upheld in every deal. Documentation & Reporting: Accurately complete all finance-related documentation and deal paperwork. Ensure timely funding of deals and resolution of any funding issues. Track and report F&I performance metrics, including product penetration and income generation. Goal Achievement & Customer Satisfaction: Consistently meet or exceed monthly finance income and product sales targets. Maintain high customer satisfaction scores through professional and informative interactions. Collaborate with the sales team to close deals efficiently and ethically. Requirements 2+ years of experience as a Finance Manager in the RV or automotive industry. Demonstrated success in closing deals and achieving finance income goals. Proficient in financial software applications and dealership management systems. Strong computer skills; Excel and CRM experience preferred. Excellent communication, organizational, and interpersonal skills. Knowledge of compliance requirements for consumer financing. Self-motivated with a high attention to detail and a customer-first mindset. Must pass MVR and background check. Physical Requirements:  Prolonged periods of sitting and reviewing documents or working on a computer. Frequent verbal communication with customers, lenders, and team members. Ability to travel occasionally to various dealership locations. Visual acuity to read contracts and fine print with accuracy. Must be able to lift up to 25 lbs. occasionally.0 Benefits Competitive salary based on experience. Health, dental, and vision insurance. Life Insurance. Paid vacation and holidays. 401(k) with company match and profit sharing. Christmas Savings Plan. Employee discounts in company stores Join Our Growing Team! At Fun Town RV, we value our employees and provide opportunities for career advancement in an exciting, fast-growing industry. If you’re ready to be part of a company that values hard work and dedication, apply today! Fun Town RV is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, or disability status. Applicants must be authorized to work in the U.S. Drug screening, driving record, and background checks may be conducted prior to and during employment.

About Us YouLend is the preferred global embedded financing platform for many of the world’s leading e-commerce sites, tech companies and payment services providers such as Amazon, eBay, Shopify, Mollie, Dojo, Paysafe, Just Eat Takeaway and Takepayments. Our software platform and APIs enable our partners to offer flexible financing products, in their desired branding, to their merchant base. With YouLend's AI-driven credit risk assessment solutions, more merchants and SMEs than ever can receive fast, flexible and affordable funding. We operate in 9+ geographies across the UK, EU and the US. We believe that the future of financial services will be delivered by customer-oriented tech companies that embed financing in their customer journeys, and we are building the solutions that will power that future. The Role: As a Credit Eligibility Analyst at YouLend, you will play a vital role in the credit application lifecycle by ensuring deals are qualified and prepared for underwriting. This includes reviewing applications for accuracy, resolving discrepancies, and collaborating across departments to ensure efficient and successful funding decisions. Responsibilities: Assess and qualify credit applications using internal guidelines. Prepare deals to streamline the underwriting process. Ensure accuracy and completeness of information received for each deal. Resolve any discrepancies by liaising with the Sales and Credit Decision teams. Work to meet team SLAs and contribute to overall KPIs. Propose process improvements and contribute ideas for operational efficiency. Develop and deliver internal training where applicable. Maintain data integrity using CRM systems and maintain strong documentation practices. Requirements Strong attention to detail and ability to work with financial data. Confident analytical mindset with comfort in interpreting numerical information. Ability to collaborate cross-functionally with Sales and Credit teams. Familiarity with CRM systems and managing case pipelines. Effective verbal and written communication skills. Ability to work in a target- and performance-driven environment. Desirable Skills: Prior experience in financial services, lending, or credit analysis. Familiarity with embedded finance platforms or fintech environments. Experience using automation tools or data dashboards (e.g., Excel, Looker, Salesforce). Process improvement mindset or experience with lean methodologies. Experience working in a start-up or scale-up environment. Benefits We offer comprehensive benefits package that includes: Health Care Coverage. YouLend covers 80%; employee contribution is 20% of the premium. Medical Plan (medical insurance and prescription drug coverage)- Choice of 5 different plans through United Healthcare. Dental plan coverage Vision plan coverage Benefits can be for: Employee only; Employee & Spouse; Employee & Child; Employee & Family Retirement - 401K match. Employee match $1 for $1 up to 5% of salary. Basic Life & AD&D Insurance. International travel insurance covered if traveling abroad for work purposes. Paid Time Off (PTO)- 20 working days (4 weeks) + US public holidays Paid Office Parking Why join YouLend?  At YouLend, we are actively creating an equitable and inclusive environment for every YouLender to thrive. We champion diversity and embrace equal opportunity employment practices. Our hiring, transfer, and promotion process are exclusively based on qualifications, merit, and business requirements, free from any discrimination based on race, gender, age, disability, religion, nationality, or any other protected basis under applicable law.    Salary: $50,000 + up to 20% annual Bonus

CSBio is a peptide contract manufacturing founded in 1993. Our initial products were a complete line of automated synthesizers for manufacturing and process development, with a focus on cGMP production. In 1994, we opened our custom peptide facility and began producing high quality compounds for research organizations and pharmaceutical companies worldwide. In 2004, we opened our peptide production facility in Menlo Park, CA and in 2014, we expanded our production capability through the addition of a new, state of the art building dedicated to cGMP peptide production. In 2017, we passed a FDA inspection and were recommended to be approved for commercial drug substance manufacturing. In 2023, we added additional cGMP clinical production capacity in Milpitas, CA. Job Duties: Lead annual budgeting and rolling forecasts, partnering with functional leaders across R&D, manufacturing, and G&A. Develop and maintain long-range financial models aligned with strategic plans, product timelines, and fundraising needs. Oversee monthly, quarterly, and annual financial reporting in accordance with GAAP (or IFRS), ensuring accuracy and transparency. Manage the monthly close process, including revenue recognition, accruals, and variance analysis. Monitor cash flow, burn rate, and liquidity, and lead treasury operations including banking and credit facility oversight. Own board, investor, and executive financial reporting, including KPI dashboards, scenario models, and fundraising support materials. Evaluate capital investments, clinical programs, and M&A/licensing opportunities through business case modeling and ROI analysis. Support pipeline and R&D program decision-making with cost tracking by indication or program and milestone modeling. Oversee clinical trial and regulatory budgeting, including vendor management, CRO payments, and regulatory fee forecasts. Manage COGS modeling and inventory accounting, especially for CDMO, diagnostic, or commercial-stage operations. Ensure audit readiness and regulatory compliance, including coordination with external auditors and SOX/internal controls as needed. Lead and grow the finance and accounting team, developing capabilities in FP&A, GL, AP/AR, and procurement where applicable. Drive ERP and financial systems implementation or optimization, ensuring scalability and strong internal controls. Support pricing strategy and commercialization planning, including cost-plus, value-based, or ASP modeling where applicable. Act as a key advisor to the CFO and executive team, aligning financial insights with business strategy, risk management, and capital planning. Let me know if you want this version customized for a pre-revenue biotech, a cash-flowing CDMO, or investor fundraising stage focus. Competencies: To perform the job successfully, an individual should demonstrate the following competencies: Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Supports everyone's efforts to succeed. Organizational Support - Follows policies and procedures; Completes tasks correctly and on time; Supports organization goals and values. Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence. Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Requirements Education & Credentials: Bachelor’s degree in Finance, Accounting, or related field required; CPA, CMA, or MBA strongly preferred. Industry Experience: 8–12 years of progressive finance experience, including 3–5 years in a leadership role within life sciences (biotech, pharma, CDMO, or diagnostics). Technical Expertise: Strong command of financial planning, GAAP reporting, ASC 606 revenue recognition, and ERP systems (e.g., NetSuite, SAP). Sector Knowledge: Deep understanding of R&D cost tracking, clinical trial budgeting, COGS modeling, and commercialization finance in regulated environments. Analytical & Communication Skills: Advanced Excel and modeling proficiency; able to translate complex data into clear insights for executives, investors, and cross-functional teams. Benefits Medical, dental, and vision insurance (Kaiser HMO or BlueShield PPO. Employer pays 90% for Employee and 75% for Employee’s family; Dental: Aetna Dental, Delta Dental, Guardian Dental, MetLife Dental. Vision: VSP and Aetna EyeMed) 401k 10% 1:1 match PTO policy. 10 days PTO Companywide paid holiday during: Week of July 4, Thanksgiving (2 days), Week of December 25 Carpool, clean air vehicle, and cell phone reimbursement Employee rewards and recognition program Company organized social events Quarterly sponsored team building activities