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The Credit Operations Analyst will support Credit Operations by conducting audits, process analysis, improving operational performance, and maintaining compliance.

Senior quota-bearing role responsible for originating, structuring, and closing correspondent clearing relationships with broker-dealers and hybrid RIAs. Own the full sales lifecycle, serve as executive sponsor through due diligence and conversion, build and manage a pipeline, conduct in-person client engagement, represent the firm at events, and maintain Salesforce reporting.

The Senior Accountant will handle general ledger accounting, prepare journal entries, conduct reconciliations, analyze financial statements, provide SOX guidance, and mentor junior staff.

The AI & Automation Solution Architect will lead the deployment of AI and automation solutions, enhance business unit efficiency, and develop strategic initiatives for technology adoption.

The Senior Accountant manages the accounting procedures and ensures compliance with GAAP, oversees reconciliations, prepares reports, and aids audit processes.

Own and drive the Proxy Account Opening product roadmap (deposits, brokerage, credit cards). Define workflows, requirements, and data flows; prioritize features; lead product owners and cross‑functional teams; support operational readiness; perform UAT; analyze metrics and customer feedback; and present status and KPIs to leadership.

The Associate Product Manager will assist in product strategy, collaborate with teams, conduct market research, and analyze product performance.

The VP of HRIS will lead HR technology strategies, manage HRIS projects, ensure data integrity, and collaborate with business leaders to optimize HR systems.

The Assistant Vice President will lead a team of Financial Consultants, develop growth strategies, and ensure compliance in asset management distribution.

Support commercial loan portfolio monitoring within Real Estate Lender Finance: perform financial statement analysis, covenant tracking, gather portfolio data, maintain credit files, author credit memoranda, implement process improvements, and help mitigate portfolio risk.