Own and scale a healthcare partner lending program
Match borrowers to the right lender categories and build lender panels.
Drive closed deals and funded volume, using data to prioritize opportunity.
Urrly is a seed-stage fintech company building partner-driven lending programs across healthcare and other business markets. They are a team of about 12 with revenue under $10M, operating with a capital-efficient model, and generally have 12-24 months of runway.
Research LPs, family offices, and institutional allocators.
Assist with deal intake and internal tracking.
Manage scheduling, logistics, and documentation for fundraising processes.
Decile Group is transforming venture capital into a force for good in the world. They are working to launch 10,000 next-generation venture capital firms by 2030 with an integrated platform for modern venture capital, spanning education, software, and fund operations.
Provide consulting services to small and midsize businesses.
Manage full-cycle accounting for multiple client accounts.
Perform financial analysis to identify trends and opportunities.
Kickstart Accounting Inc. aims to empower business owners by clarifying and instilling confidence in their financials. They foster a warm, collaborative, and mission-driven team environment dedicated to accessible and judgment-free financial clarity.
Handle a queue of loan applications, ensuring compliance with quality standards.
Receive inbound calls and initiate outbound calls to verify loan application details.
Resolve customer issues efficiently through phone, email, or fax communication channels.
Enova International is a leading financial technology company that provides online financial services through their AI and machine learning-powered Colossus™platform. They serve non-prime consumers and businesses alike, while offering world-class technology and services to traditional banks, with a values-driven organization at its core.
Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Guide individuals and families through meaningful financial conversations
Build personalized financial strategies aligned with client goals
Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions
Traction Forge Financial, leveraging the strength of GFI, strives to help individuals, families, and business owners gain clarity, confidence, and control over their financial future. They empower people from all backgrounds with the knowledge and strategies needed to move forward with purpose.
Conduct financial needs analyses and deliver personalized solutions.
Continuously develop your skills through training and mentorship.
Traction Forge Financial, powered by Global Financial Impact (GFI), is expanding. They are looking for driven and competitive individuals ready to build a career, offering training, mentorship, and licensing support.
Partners Mortgage believes loan officers should be treated like true partners, not numbers. They are a modern mortgage bank built around community, relationships, and growth, giving originators the tools and support to grow their business.
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.