Portfolio Manager - New York

Rockstar is recruiting on behalf of a leading independent wealth management firm specializing in tax-smart retirement strategies. Our client is dedicated to guiding individuals and families through one of the most meaningful chapters of their lives, providing expert financial advice with empathy, clarity, and a steadfast commitment to client well-being. The team is passionate about making retirement the most fulfilling stage of life, empowering clients to move from fear to possibility, and protecting what matters most. At this firm, financial professionals are more than advisors—they are trusted guides in their clients’ journeys. Trusted & Tax-Smart Retirement Strategists, the team is grounded in deep expertise, but always warm and clear. They don’t just solve problems; they make complexity feel manageable, even empowering. Believers in a Better Retirement, they bring hope, optimism, and a deep belief that this stage of life can be the most fulfilling yet. They help clients see possibility where they once saw fear. Protectors of What (and Who) Matters Most, they show up with empathy, dedication, and a steady hand. Clients trust them not just with their money, but with their dreams, their families, and their peace of mind. This is what it means to make retirement the best part of someone’s life—and the team is honored to do it together. Role Overview This Advisor's main duty is to meet one-on-one with existing clients. The ideal candidate for this role will be someone who enjoys building relationships and providing superior client service, always putting clients first. Initial duties include providing ongoing planning services to existing clients, building client relationships, participating in client events, and ensuring the onboarding of new clients is a smooth and seamless transition from initial advisor to wealth manager. Upon completion of successful training, the Advisor will be handed a book of clients and will continue to have more clients added to their book. This role is not responsible for sourcing new client relationships but is responsible for growing their current book of business. Key Traits - Strong initiative - Positive attitude - Ability to market to local clients - Persistence - Team oriented Minimum Requirements - 3+ years of financial services experience required - Series 65 or a combination of Series 66 and 7, with Life and Health required - Strong organizational, prioritization, interpersonal, and management skills - Excellent communication skills; both verbal and written - Experience with tax planning preferred Position Responsibilities - Prepare, present, and implement customized financial plans - Assist clients with annuities, life, and long-term care, and managing money - Provide financial planning advice to include investment, insurance, and retirement - Manage and retain strong client relationships Compensation Salary: $75,000 – $150,000 – Based on Experience – Plus commission on additional sales Benefits Money for Nothing The firm encourages rest and recovery with an unlimited PTO policy. Team members work hard and get their work done but also recognize the importance of recovery and personal time. Retirement Traditional and Roth 401(k)s are offered, with company matching a percentage of contributions. Let’s Stay Healthy - Aetna is the insurance provider. - The company pays for part of health, dental, and life insurance. - Paid time off is provided to go to the doctor, dentist, etc. Want To Lend a Hand? The firm supports local charities financially and with paid time off to volunteer.

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

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

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

About PrePass PrePass® is North America's most trusted weigh station bypass and toll management platform. We’re transforming how the transportation industry operates—creating solutions that keep trucks moving safely, efficiently, and compliantly. This means making bold decisions and building systems that support not only fleets but the broader economy. It all starts with enabling commercial vehicles to keep rolling with seamless toll management, weigh station bypass, and safety solutions. It’s what we do best, and we do it to meet the demands of the road every day. That’s why people join us: our solutions are implemented in real-time, on highways and interstates across the nation, helping fleets go farther, faster. This work challenges and rewards, presenting complex problems that need ambitious answers. We hire bold thinkers with a heart for impact, a passion for progress, and the optimism to shape the future of transportation. About the Role We’re seeking a strategic and technically skilled Finance Transformation Manager to lead the modernization of our financial data operations across multiple business entities. This high-impact role will manage a team of transformation analysts while remaining actively involved in designing and delivering scalable automation and reporting solutions. This role requires a unique blend of technical fluency, finance and accounting domain knowledge, and strong leadership capabilities. You’ll collaborate cross-functionally with Finance, BI, and DevOps to streamline legacy systems, enhance data quality, and guide the development of a future-state architecture. What You’ll Do Lead, mentor, and support a team of Finance Transformation Analysts—providing coaching, technical guidance, and career development Act as a hands-on player-coach, balancing direct project contributions with strategic leadership Prioritize and manage a transformation backlog aligned to Finance and business objectives Architect and oversee the development of automated workflows using tools such as Microsoft Fabric, Azure Data Factory, SQL, Python, and Power BI Partner cross-functionally with Finance, BI, and DevOps to ensure unified architecture and scalable solutions Promote the adoption of modern data engineering and reporting practices across the Finance function Monitor performance metrics and outcomes to evaluate and refine transformation strategies Own and evolve processes around data validation, traceability, and documentation to support audit readiness and ensure data integrity Requirements What You’ll Bring 8+ years of experience in Finance Transformation, BI, or Data Engineering, including 2+ years in a leadership or project ownership role Advanced technical expertise in SQL, Microsoft Fabric, Azure Data Factory, Power BI, and Python Demonstrated experience designing scalable data workflows for Finance or Accounting functions (e.g., financial close, reconciliations, audit preparation) Proven track record integrating ERP, billing, and other financial systems into enterprise data platforms Practical understanding of data modeling and architecture (e.g., star schema, lakehouse, medallion architecture) Experience managing cross-functional projects and working with both technical and business stakeholders Excellent leadership and communication skills, with the ability to influence, prioritize, and execute in a fast-paced environment Bachelor’s degree in Finance, Accounting, MIS, Computer Science, or a related field (Master’s preferred) Benefits How We Will Take Care of You Robust benefit package that includes medical, dental, and vision that start on date of hire. Paid Time Off, to include vacation, sick, holidays, and floating holidays. 401(k) plan with employer match. Company-funded “lifestyle account” upon date of hire for you to apply toward your physical and mental well-being (i.e., ski passes, retreats, gym memberships). Tuition Reimbursement Program. Voluntary benefits, to include but not limited to Legal and Pet Discounts. Employee Assistance Program (available at no cost to you). Company-sponsored and funded “Culture Team” that focuses on the Physical, Mental, and Professional well-being of employees. Community Give-Back initiatives. Culture that focuses on employee development initiatives.

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