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Fintech
Regional Sales Manager coaches financial advisors across the Northern States region to increase client acquisition, net flows, and practice growth. Responsibilities include proactive advisor support, cohort development, business planning, personalized growth coaching, learning lab creation, training delivery, data analysis, and collaboration with field leaders. The role requires influencing behavior change, presenting to advisor groups, and traveling to territory or national functions.
Top Skills:
Financial Planning ToolsMicrosoft Teams
Fintech • Insurance
Leads multiple Agile teams through OneAmerica’s SAFe transformation. Responsibilities include coaching Scrum Masters, Product Owners, and Product Managers; facilitating ceremonies and workshops; resolving impediments; coordinating Release Train planning; managing financial and resource forecasting; tracking KPIs and metrics; developing Agile standards; and fostering continuous improvement and high-performing teams.
Top Skills:
AgileSafe FrameworkScrumSix Sigma
Fintech • Analytics • Financial Services
Own global tax strategy, compliance, reporting, and advisory activities across U.S. and international markets. Manage external tax advisors, review tax filings and provisions, oversee transfer pricing, withholding, indirect taxes, audits, and new-country expansions. Advise cross-functional teams on tax implications, maintain controls and calendars, monitor tax law changes, improve tax data processes, and identify compliant tax-planning opportunities.
Top Skills:
Asc 740Forms 5471 And 5472GiltiGstNetSuiteSubpart FVat
Fintech • Real Estate
Lead end-to-end data migration and implementation workstreams for enterprise mortgage-servicing deployments. Coordinate data, engineering, product, deployment, and client stakeholders; manage risks, dependencies, and communication; improve deployment processes; and establish metrics to track program success and readiness for go-live.
Top Skills:
Agile MethodologiesAIDatabasesSoftware Development Lifecycle (Sdlc)
Fintech • Software
Generates new software and services revenue for SS&C Advent among investment management firms, including asset managers and private wealth advisors. Responsibilities include prospecting, territory and account planning, full-cycle enterprise sales, executive relationship management, solution presentations, contract negotiation, pipeline forecasting in Salesforce, market analysis, and industry event participation. The role requires strong knowledge of investment management workflows and a proven record of exceeding sales targets.
Top Skills:
Eze ProductsGenesis PlatformSales Analytics ToolsSalesforce CRM
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Aerospace • Big Data • Fintech • Software • Analytics
Plans and executes risk-based operational, financial, and compliance audits; evaluates internal controls, identifies deficiencies, oversees remediation, and reports findings to leadership. Supports SOX and ICFR compliance, develops audit plans, coordinates resources, mentors audit staff, and partners with business stakeholders and external auditors. Provides risk, governance, and control recommendations to improve business performance and audit effectiveness.
Top Skills:
Audit Management ToolsAutomationContinuous MonitoringData AnalyticsGrc PlatformsOracleSAPSoxUs GaapWorkday
Fintech
Serve as the executive-level liaison for enterprise clients and brokers, managing strategic relationships, account profitability, renewals, growth plans, launches, and contract compliance. Develop account strategies, identify industry trends, educate partners, coordinate cross-functional initiatives, and recommend improvements. The role requires 7–10 years of sales or account management experience, strong analytical and project management skills, proficiency with Microsoft Office, and willingness to travel up to 30% in a hybrid Atlanta role.
Top Skills:
ExcelMS OfficePowerPointSalesforceTableauWord
Fintech • Payments • Financial Services
Client-facing capital markets role focused on OTC interest rate derivatives sales/trading. Responsibilities include financial modeling, quantitative analysis, risk management, regulatory compliance, trading‑floor decision making, and preparing presentations. Requires strong programming and platform skills and collaboration across teams.
Top Skills:
BloombergBloomberg TomsC#ExcelPowerPointPythonReutersSQL ServerVBAWord
Fintech • Software • Financial Services
Build customer relationships, assess financial needs, recommend banking products, close sales, generate referrals, and support community outreach. Open and maintain accounts, process cash and negotiable instruments, balance cash drawers, and follow AML/BSA, audit, security, and operational controls. Enroll customers in self-service technology, develop consumer and small-business banking knowledge, pursue NMLS registration, and collaborate with branch and internal teams.
Top Skills:
Aml/BsaMicrosoft Office SuiteNmls
Fintech • Software • Financial Services
Provides high-volume customer and driver support through phone, email, and internal systems. Manages service requests, vehicle-related tasks, rentals, reports, client records, and CRM activities while meeting performance goals. Partners with account managers and operational teams, resolves issues, makes fleet-efficiency recommendations, escalates concerns, and maintains accurate confidential information. Requires strong communication, organization, prioritization, problem-solving, and attention to detail in a hybrid office environment.
Top Skills:
CRMFleetviewMicrosoft Office SuiteP2PSalesforceVim
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