Lead financial strategy and analysis. Take ownership of existing reports and processes. Ensure accurate financial reporting and compliance by closely working and overseeing the internal coordinator for accounting. Manage budgets and forecasts. Give guidance on budget execution. Handle investor communications. Oversee payroll and expenses in collaboration with in-house HROps coordinator.
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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.
Guide clients through the loan process from first contact to settlement, supported by a collaborative team. You will act as the point of contact for our clients, support Senior Mortgage Brokers with loan applications, and research lender policy and liaise with BDMs. Prepare Preliminary Assessments, handle serviceability calculators, and ensure compliance. Oversee loan tracking through to settlement and build and maintain relationships with clients, BDMs, and conveyancers.
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 Wealthsimpleβs mortgage brokerage. Youβll 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.
This is a client-facing role responsible for co-leading the Microsoft sales engagement process, spearheading the conversion of Microsoft customers from EAs to the Trace3 Cloud Solution Provider (CSP) program for both licensing and Azure opportunities, and encompasses internal duties such as employee training, FinOps team strategy development, and increasing operational excellence.
In this role you will be responsible for developing and fully automating a systematic wealth manager overseeing several billion euros in AuM utilizing multi-asset investment strategies. You will productionize algorithmic models that autonomously react to client requests and market movements utilizing cost-effective burst computations with the capacity to handle millions of trades in minutes. This includes risk, cost and tax optimizations; smart rebalancing customizations; liquidity management; and security transitioning using cleanly defined optimization problems.