Build and manage a global trading operations team to support client trading activities.
Ensure timely settlements, reconciliation, and implement strong risk mitigation strategies.
Serve as the key liaison between operational teams and engineering/product teams.
Anchorage Digital is building a secure digital asset platform for institutions, enabling participation in crypto through custody, staking, trading, and governance. It has over 600 employees and values diversity and inclusion.
Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos.
Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight.
Assist Advisors with client meeting prep and follow-up tasks.
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.
Educate clients on retirement, wealth protection, and financial strategies.
Conduct financial needs analyses and help develop personalized financial game plans.
Build long-term relationships with clients and families.
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding throughout Missouri. They are seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services.
Independently manage a minimum of fifty accounts, anticipate client needs, and drive retention and identify opportunities for up-sell.
Build strong relationships with primary client contacts and ensure day-to-day needs are met.
Prepare and conduct regular plan reviews with clients and partner with producer to define agendas and coordinate required materials.
Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs. The company embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.
Forward Financing is a financial technology company based in Boston, Massachusetts, committed to unlocking capital that fuels small businesses across America. They are recognized as a Best Place to Work and certified as a Great Place To Work®, investing in their employees, technology, and customer experience.
Own the administration, governance, and ongoing execution of sales compensation programs, partnering with Sales Operations, Finance, HR, and Accounting.
Bring structure and operational excellence to the end-to-end sales compensation process to ensure timely payouts, strong controls, and clear communication.
Serve as a trusted operational partner to GTM leadership and cross-functional teams, identifying and implementing improvements to workflows and system administration for scalability.
Flock is a safety technology platform that connects cities, law enforcement, businesses, schools, and neighborhoods in a nationwide public-private safety network to deliver real-time intelligence. The company is a high-performance, low-ego team with nearly $700M in venture funding and a $7.5B valuation, focusing on collaboration, bold thinking, and scaling intentionally.
Conduct one-on-one consultations to review federal and private student loan repayment options.
Clearly explain federal income-driven repayment plans and loan forgiveness opportunities.
Guide borrowers through pulling refinance offers on the Juno platform.
Juno/LeverEdge negotiates better student loan deals for its members. The company operates remotely and fosters a client-focused, growing team environment.
Prepare financial models for planned new energy projects, including feasibility studies, asset transactions, project development, and capital budgeting.
Perform due diligence evaluations of power projects, including greenfield projects, refinancing, and acquisitions.
Perform feasibility studies for proposed power projects or to compare alternative power plant technologies and cogeneration.
Sargent & Lundy is a consulting firm providing technical and financial due diligence, planning, advisory services, asset transaction support, project development, and owner's engineering services primarily within the energy sector. The company values employee health and well-being with award-winning benefits and has earned the Top Workplaces Culture Excellence Award for compensation.
Help manage the day-to-day technical aspects of the established compliance program, including administration of the compliance training program and supervision of the compliance process review program.
Work closely with employees of each business unit, including senior management, to foster a team approach to managing compliance risk by strengthening internal controls and employee training.
Plan and conduct compliance reviews, prepare detailed reporting of findings, and ensure corrective action is taken while monitoring new and pending changes to laws and regulations.
First Bank & Trust is an independent community bank that contributes to the success of its local communities. The company employs almost 700 people and fosters a family-like, collaborative culture where employees are part owners through an ESOP.
Own cash management, treasury, and build the annual budget while leading pricing and unit economics analysis.
Support leadership decision-making with data-backed financial recommendations and model organizational growth scenarios.
Oversee financial operations, manage external partners, and build/scale the internal finance function to ensure timely reporting.
The Uncommon Business is the world's fastest-growing AI-first education company focused on helping business leaders build intelligent systems that scale without burnout. It is a high-performance, EOS-driven company built for high performers who thrive in fast-paced, high-accountability environments.