The Retirement Plan Manager collaborates with the Director of Retirement Plan Operations focusing on team member management, productivity, and client service excellence, the role includes performing Retirement Plan Specialists responsibilities.
They are seeking experienced Financial Advisers and Paraplanners with expertise in pensions and investments. Their advisers are at full capacity, and they can’t keep up with the number of inquiries they are receiving. This is a fantastic opportunity to join a thriving firm that provides full support, qualified leads, and a global client base.
Lead Marqeta's underwriting team and develop strategy to launch and scale successful credit programs. You will scale our credit underwriting organization and establish Marqeta as a disruptive force in the credit space. Mentor a world-class team of credit risk professionals and drive innovation. Represent Marqeta at the highest levels with customers and partners.
As a Capital Markets Associate, you’ll play a vital role in the growth and success of our Capital Markets team by supporting daily operations, managing key partner relationships, and driving new business development. Reporting directly to the Vice President of Capital Markets, you’ll respond to partner questions, oversee due diligence efforts, and ensure a seamless onboarding experience. This is a growth-based opportunity.
Manage and grow our $50k to $2.5M portfolio within the assigned geographic territory, focusing on building and maintaining client relationships, optimizing credit line usage, and mitigating pre-default account risk. Primary responsibilities include client education, financial analysis, and collaboration with internal partners to drive revenue and maximize profitability. Candidates must live within assigned Inland Empire, CA Territory.
Lead people and projects to execute the secondary market activities of Arch’s mortgage conduit. Develop pricing tools, evaluate hedging strategies, coordinate loan fundings, evaluate loan disposition strategies, and implement portfolio management strategies. This role requires someone based on the East Coast.
In this role, you will be part of the Financial Planning Group, creating customized financial plans for clients in collaboration with advisor teams. To excel in this position, you should be detail-oriented, structured, analytical, and possess strong communication skills to support advisors through all stages of planning.
This role involves shaping and scaling Nextech’s financial services portfolio. Responsibilities include owning the strategy, execution, and continuous improvement of core payment processing operations, embedded financing solutions, and new financial product initiatives. The Director will instill a culture of performance, precision, and scalability, ensuring that Payments remains a strategic growth engine within Nextech.
We’re seeking a CFO with exceptional business acumen, deep FP&A expertise, and a metrics-driven mindset to serve as a strategic thought partner to our CEO. This role is a compelling opportunity to lead CoLab’s financial strategy and operations during a critical inflection point—scaling from low eight figures to nine figures in Annual Recurring Revenue.