Leads the broker-dealer supervisory program, ensuring FINRA, SEC, and state regulatory compliance.
Establishes strategic objectives for supervision, oversees supervisory activities, and enhances surveillance programs.
Manages regulatory exam preparation, reporting to leadership, and fostering a culture of compliance.
Horace Mann helps educators protect what they have today and prepare for tomorrow, offering insurance and financial products tailored for educators. Publicly traded on the NYSE, serving over 4,100 school districts nationwide with more than $12 billion in assets.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Define and lead the enterprise FCC training strategy aligned to regulatory expectations and control requirements.
Oversee development of role-based training programs across all relevant employee populations and business units.
Serve as primary point of contact for FCC training in compliance testing, audits, and regulatory examinations.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We are a hybrid, remote-office team of problem solvers and innovators who celebrate differences and are well-positioned for success.
Strategic Business Partnering: Serve as the primary finance partner to the product team, providing financial guidance for strategic decision-making.
Business Case Development: Partner with product team to create robust business cases for new product initiatives, evaluating potential ROI and financial impact.
Financial Modeling & Forecasting: Develop and maintain sophisticated models to forecast revenue, costs, and profitability, ensuring alignment with business objectives.
Tala is AI-native credit infrastructure for the global majority, combining proprietary risk intelligence with capital and distribution partners to power credit access at scale. Backed by more than $500 million in funding, the company has distributed over $7 billion in capital to more than 13 million customers across Africa, Latin America, and Asia, building one of the most robust datasets on thin-file borrowers worldwide.
Design, build, and maintain production-quality dashboards and scalable data products to monitor key operating metrics in real-time.
Build advanced analytical models to unlock deeper insights into customer behaviors and map operational opportunities to financial outcomes.
Synthesize complex data into compelling, structured narratives and actionable insights for executive decision-making.
Grafana Labs is the company behind the open observability cloud, providing a fully managed observability platform with AI capabilities. The company has 35 million users and 7,000+ customers, with 1,600+ team members across 40+ countries, and is backed by leading investors.
Originate institutional borrow demand across collateralized lending, trading, and structured credit products from prime brokerages, trading firms, and asset-backed lending partners.
Build the borrower pipeline across three segments: unique-market-access counterparties, committed-supply-at-scale borrowers, and KYC-gated counterparties.
Structure and close term sheets, negotiating rate, term, size, and collateral, and coordinate KYC and onboarding through to close.
Gauntlet builds the financial systems of the future, operating across the on-chain finance stack to offer best-in-class vault products. Serving over $1.5B in client TVL across fintechs, protocols, exchanges, and traditional asset managers, the team combines traditional finance and crypto-native expertise.
Support company-wide planning and forecasting, including annual operating plan and long-range plan.
Own revenue and cash flow forecasting, continuously refining models for accuracy.
Deliver executive reporting, investor relations support, and integrate AI into finance functions.
Gainsight builds the AI-powered customer success platform that helps companies retain and grow their customers. With over 2,000 customers, the company fosters a human-first culture focused on collaboration and innovation.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.
Own and continuously improve the company's operating model, including revenue, cost structure, headcount, and cash runway.
Build and maintain unit economics and customer-level profitability models in a healthcare SaaS environment.
Prepare board-ready financial materials and support leadership discussions around capital planning and fundraising.
Canopy Works is a healthcare technology company focused on improving safety, responsiveness, and outcomes in complex care environments. They partner closely with health systems and are in a phase of meaningful scale, with growing customers and increasing financial complexity.
Actively participate in the tender/bid process, manage change management, and analyze tenders for value.
Create cost plans, oversee project spend, and support dispute resolution with transparency.
Foster team growth through mentorship and leadership, building strong relationships with clients.
Linesight is a global project and cost management consultancy delivering major projects for prestigious companies, focusing on a sustainable built environment. With an open culture and flat structure, they emphasize genuine care, respect, and diversity among their people.