Lead and oversee a team of Portfolio Consultants, driving strategic alignment and exceptional service delivery.
Manage investment portfolios, communicate investment philosophy, and ensure efficient workflows and processes.
Demonstrate expertise in capital markets, portfolio design, and financial services with a focus on continuous improvement.
Mercer Advisors helps families simplify financial lives through integrated planning, investment management, tax, estate, and insurance. Serving over 42,800 families across 110+ U.S. cities, it is ranked #1 RIA firm by Barron's and promotes a diverse, flexible culture.
You will maintain and support client benefits websites, document processes, and provide advanced operational and technical support.
You will resolve client issues, triage tickets, and communicate proactively with clients.
You will mentor team members, drive process improvements, and support implementations.
bswift is a leading benefits administration company that simplifies the complex world of employee benefits. We serve thousands of companies and millions of people nationwide, offering a fun, flexible, and creative environment.
Ensure escrow area functions are performed promptly and correctly by monitoring reports and vendor activities.
Provide training and mentoring to Escrow Department staff while overseeing special projects and deadlines.
Prepare monthly FHA portfolio comparison reports and maintain data programming for escrow workstations.
LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial (Fortune 500), it services over 1.8 million loans and promotes a collaborative culture.
Lead multiple professional teams in fiduciary administration services, ensuring high-quality service and operational excellence.
Manage team performance, develop future leaders, and drive progress toward organizational goals through strategic planning.
Oversee regulatory compliance, process improvement, and client retention initiatives while staying informed on industry trends.
Jobgether uses AI-powered matching to connect candidates with hiring companies. It is a platform that processes applications and shares top candidates with employers, operating remotely.
Lead and mentor a team of Customer Care Advisors, providing expert guidance on complex inquiries.
Resolve escalated customer and agent issues while driving performance through coaching and process improvements.
Analyze team performance, conduct quality reviews, and lead department projects to enhance efficiency.
Bestow is a vertical technology platform modernizing life insurance distribution for carriers through AI and automation. Backed by investors like Goldman Sachs and NEA, the company serves major insurers with a team that emphasizes precision, purpose, and heart.
Own the enterprise performance measurement framework and analytical architecture.
Build automated KPI dashboards and predictive models for decision-ready insights.
Partner with the Director of FP&A on budgeting, forecasting, and strategic analytics.
The Princeton Review is a leading tutoring, test prep, and college admission services company. It helps millions of students achieve their goals through a network of over 4,000 teachers and tutors and online resources.
Lead complex studies and assessments to provide strategic recommendations to leadership.
Evaluate program effectiveness and compliance, supporting enterprise-wide improvement initiatives.
Facilitate stakeholder meetings and develop executive-level reports and presentations.
Culmen International enhances international safety and security, strengthens homeland defense, advances humanitarian missions, and optimizes government operations. With experience in over 150 countries, they support clients to accomplish critical missions in challenging environments.
Assimilate and manage complex data into actionable reports and summaries.
Perform financial, statistical, and data analysis in support of client service teams.
Prepare client presentations and marketing materials.
Treliant is a global consulting firm serving banks, mortgage originators, FinTechs, and other financial services companies. Founded in 2005, it is headquartered in Washington, DC, with offices worldwide and fosters a diverse, equitable, and inclusive culture.
Own end-to-end delivery of reporting solutions across NIQ data sources, analyzing trends for decision-making.
Consult with clients on BI tool usage, build relationships, and identify process improvements.
Support business development by nurturing leads, refining proposals, and optimizing quoting processes.
NIQ is the world's leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. With operations in over 100 markets and a focus on innovation, NIQ offers a flexible working environment and comprehensive benefits.
Lead and coach a team of M365 Ambassadors through biweekly 1:1 sessions and performance improvement plans.
Oversee case queue triage, resolve escalated issues, and ensure SLA adherence.
Analyze team performance, share insights, and collaborate with operations to improve POD effectiveness.
This role involves managing a POD of M365 Ambassadors to ensure operational performance and high-quality service for Microsoft customers. The team fosters a collaborative environment aligned with service excellence, focusing on people management and operational oversight.
Mentor and support the quality assurance team to enhance skills and drive motivation.
Evaluate calls to ensure adherence to scripts, SOPs, and compliance regulations.
Generate reports on call quality scores and provide data-driven insights to management.
Natera is a global leader in cell-free DNA testing, dedicated to oncology, women's health, and organ health. The team consists of highly dedicated professionals from world-class institutions who care deeply about their work and each other.
Lead performance improvement initiatives to enhance operational results and client satisfaction.
Analyze performance data and audit reports to identify trends and areas for improvement.
Coach and mentor teams on best practices and operational processes.
This company provides performance management solutions for the automotive and insurance industries. The company culture emphasizes operational excellence, data-driven decision-making, and continuous improvement.
Lead the compliance risk management team and ensure compliant operations across business lines.
Support the Chief Compliance Officer in designing and managing the enterprise-wide compliance and ethics program.
Supervise and mentor compliance staff, design training initiatives, and drive a culture of ethics and accountability.
Wealthfront is a financial technology company that leverages technology to build powerful, low-cost, and easy-to-use financial products. We have over 1 million clients and more than $90 billion in assets, and we value diversity and equal opportunity.
Supervise and manage QA Assessors, ensuring consistent grading through regular calibration exercises.
Lead secondary reviews across AML, Transaction Monitoring, and Fraud to identify compliance vulnerabilities.
Maintain a centralized Compliance Defect Log and translate findings into actionable feedback.
Moniepoint Inc. is Africa’s all-in-one financial platform, helping 20 million businesses and individuals access seamless payments, banking, credit, cross-border, and business management tools each month. As Nigeria’s largest merchant acquirer, we power most of the country’s point-of-sale (POS) transactions.