Engage with people, establish their needs, and communicate effectively across various channels. Manage multiple responsibilities, maintain relationships with vendors, buyers, and developers, and provide exceptional client care. Generate and maintain client relationships, follow up on leads, and work with various teams to ensure an efficient process. Be accountable for KPIs and maintain a strong presence in front of a camera.
Oversee and optimize the performance, compliance, and daily operations of our credit card program, working cross-functionally with internal stakeholders and external partners to ensure smooth execution of our card initiatives, manage key vendor relationships, and help scale the program as we grow. Lead day-to-day operations of our crypto-backed credit card and manage relationships with issuing banks, processors, and card networks. Monitor program KPIs and provide actionable recommendations.
Focus on driving growth of our core and emerging products by securing funding and liquidity from capital market participants. Eager to learn and energized by working directly with our counterparties and across internal functional areas to deliver on Upstart’s capital strategy. Support deal execution process and develop and maintain relationships with external counterparties.
Join QAD as a Senior Business Consultant in Financials, supporting Sales Executives in prospect and customer interactions. This remote role based in the Netherlands or Germany, involves driving complex sales processes, leading strategic discussions with top-tier clients, and influencing product development. Discover client requirements, provide functional expertise, tailor product presentations, and maintain industry knowledge.
As an Institutional Prime Client Services Specialist you’ll join a high performing team of client servicing professionals whose performance is critical to Coinbase achieving its mission. You will serve as a subject matter specialist for Coinbase’s institutional suite of products, providing premier client service and operations to their most valued institutional clients and coverage teams.
As a Mortgage Broker, you will connect clients with mortgage solutions and drive business growth, reporting to Wealthsimple’s Principal Broker. The ideal candidate will have a builder mindset, be detail-oriented, action-oriented, and proactive, continuously improving processes and controls while mitigating risk. This role requires managing time effectively and having the potential for growth within the company.
Oversee all aspects of our payment infrastructure. This role includes managing relationships with payment processors, reducing chargebacks and refunds, optimizing billing flows, and ensuring payment compliance across platforms. Monitor and reduce chargebacks, disputes, and refund rates. Manage integrations with existing and new payment processors. Maintain strong communication with payment providers and resolve transactional issues. Analyze payment data and implement risk mitigation strategies.
Responsible for working with members of the credit union to help them with their financial planning needs, including retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning. Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members.
This is an apprenticeship opportunity located in Hopewell, NJ. As a Financial Services Representative, you'll deliver exceptional client service in a phone-based environment, supporting account needs, and building client relationships at a Merrill Contact Center. This role offers training, coaching, and potential advancement into an Investment Specialist Trainee role.
Wealthsimple is seeking an entrepreneurial, data-driven, and tech-savvy Manager to oversee the growing team of mortgage brokers, helping to define and scale the strategy for Wealthsimple’s mortgage brokerage. You’ll lead a team of brokers, coach them to exceed client expectations, and collaborate with product, marketing, legal, and compliance teams to ensure operational excellence in a fast-paced, technology-forward environment.