Provide specialist advice on the interpretation and application of policies and procedures.
Analyze specific problems and issues to find the best solutions.
Contribute to the management of partnering relationships with internal clients.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962, they have locations and subsidiaries across the United States, Canada, the United Kingdom and Germany.
Own a portfolio of complex B2B restaurant partner accounts, with responsibility for recovery strategy, execution, and outcomes
Lead direct negotiations with restaurant owners, operators, and hospitality groups regarding delinquent balances and contractual obligations
Design and refine scalable, B2B-appropriate recovery strategies, workflows, and escalation paths
InKind partners with restaurant operators through innovative financing solutions designed to fuel growth in the hospitality industry. They are committed to fostering a varied and inclusive work environment where diversity is valued.
Delivering proactive, consultative client service and strategic account management.
Consulting with clients and financial professionals on investment vehicles and plan design.
Supporting clients in managing their fiduciary responsibilities.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The company has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Define and lead Collections & Recoveries strategic roadmaps using data analytics.
Manage a team, providing leadership, guidance, and training.
Develop and implement the end-to-end strategy for all charged-off loan recoveries.
OppFi is a tech-enabled digital finance platform that partners with banks to offer financial products and services. With a focus on financial inclusion and customer experience, it supports consumers often overlooked by mainstream options, fostering better financial health. The company values caring, innovative, and inclusive individuals.
Place families, individuals, and business owners in a financial position of advantage
Infinite Wise Solutions is a financial services company that helps middle-income people develop strategies for their families’ long-term financial security. They offer training and mentorship.
Drive the technical analysis of physical and financial positions in ERCOT and CAISO markets.
Quantify and communicate market risk exposures to leadership and internal stakeholders.
Design, develop, and optimize advanced risk analytics using Python, SQL, and Google Cloud Platform.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They use AI tools to support parts of the hiring process, but final hiring decisions are ultimately made by humans.
Prepare financial plans and participate in client meetings.
Handle day-to-day operational tasks and resolve client requests.
Collaborate with internal teams and maintain accurate client records.
Modern Wealth Management is a financial planning and investment advisory firm. They are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered.
Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.
Drive change management initiatives through technology, standardized processes, and best practices.
Build and maintain trusted relationships with client executives by understanding their business goals.
Wipfli is a company where people are core to everything they do, creating exceptional impact and extraordinary results. They believe in flexibility, focus on relationships, and encourage individuals to follow their own path, offering a career-defining opportunity.
Leverage prior lender and mortgage broker relationships to build a new pipeline for Knock.
Own outbound business development within a defined territory, consistently exceeding monthly goals.
Partner with retail lending and mortgage broker teams to drive adoption of the Knock Bridge Loan.
Knock is redefining the home buying and selling experience. They are a passionate team of industry experts with a people-first mindset, honored as one of Inc.’s Best Workplaces six times in the past seven years.