Salt Lake City, Utah, United States
About the Role iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital’s clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation. This role offers the opportunity to contribute directly to our mission by ensuring the accuracy and integrity of our financial data. This person will be a part of a dynamic team focused on innovation and efficiency working with cutting-edge technology to streamline client onboarding and reporting. Responsibilities Lead data conversion projects including extracting transforming and loading (ETL) data between portfolio management systems. This involves understanding source system requirements mapping data to new system standards and managing the conversion of large datasets from legacy systems. Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling. Provide support for automated data feeds troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports. This requires a strong understanding of the automated data processing system. Respond to ad-hoc data requests from client-facing teams providing timely and accurate information. Qualifications Bachelor's degree with a concentration in finance computer science statistics mathematics data science or a similar field 2-5+ years in the financial industry demonstrating a proven track record of financial product support technical proficiency and solid accounting knowledge Expertise with Addepar and familiarity with other portfolio management systems such as Advyzon APX Axys Black Diamond Orion Ridgeline Tamarac Strong background working with financial custodial data and proficiency supporting alternative financial instruments Advanced proficiency in Excel and text file manipulation. Familiarity with other data formats such as JSON XML and unstructured-to-structured transformation is a plus Experience with at least one of the following Python SQL Power Automate or other large data set software demonstrating the ability to extract and transform data Demonstrated history of automating data-related processes such as data integration including log file creation and maintenance Understanding of Salesforce Monday.com Jira and GitLab Comfort working with a geographically dispersed team Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed Achievement of or working towards an MS/MBA CFA CAIA or CFP is a plus Benefits The base salary for this role is $75000 to $85000. iCapital offers a compensation package which includes salary equity for all full-time employees and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan generously subsidized healthcare with 100% employer paid dental vision telemedicine and virtual mental health counseling parental leave and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday with the flexibility to work remotely on Friday. For additional information on iCapital please visit https//www.icapitalnetwork.com/about-us Twitter @icapitalnetwork LinkedIn https//www.linkedin.com/company/icapital-network-inc Awards Disclaimer https//www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race religion color national origin gender sexual orientation gender identity
Stamford, Connecticut, United States
About the Role iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital’s clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation. This role offers the opportunity to contribute directly to our mission by ensuring the accuracy and integrity of our financial data. This person will be a part of a dynamic team focused on innovation and efficiency working with cutting-edge technology to streamline client onboarding and reporting. Responsibilities Lead data conversion projects including extracting transforming and loading (ETL) data between portfolio management systems. This involves understanding source system requirements mapping data to new system standards and managing the conversion of large datasets from legacy systems. Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling. Provide support for automated data feeds troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports. This requires a strong understanding of the automated data processing system. Respond to ad-hoc data requests from client-facing teams providing timely and accurate information. Qualifications Bachelor's degree with a concentration in finance computer science statistics mathematics data science or a similar field 2-5+ years in the financial industry demonstrating a proven track record of financial product support technical proficiency and solid accounting knowledge Expertise with Addepar and familiarity with other portfolio management systems such as Advyzon APX Axys Black Diamond Orion Ridgeline Tamarac Strong background working with financial custodial data and proficiency supporting alternative financial instruments Advanced proficiency in Excel and text file manipulation. Familiarity with other data formats such as JSON XML and unstructured-to-structured transformation is a plus Experience with at least one of the following Python SQL Power Automate or other large data set software demonstrating the ability to extract and transform data Demonstrated history of automating data-related processes such as data integration including log file creation and maintenance Understanding of Salesforce Monday.com Jira and GitLab Comfort working with a geographically dispersed team Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed Achievement of or working towards an MS/MBA CFA CAIA or CFP is a plus Benefits The base salary for this role is $75000 to $85000. iCapital offers a compensation package which includes salary equity for all full-time employees and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan generously subsidized healthcare with 100% employer paid dental vision telemedicine and virtual mental health counseling parental leave and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday with the flexibility to work remotely on Friday. For additional information on iCapital please visit https//www.icapitalnetwork.com/about-us Twitter @icapitalnetwork LinkedIn https//www.linkedin.com/company/icapital-network-inc Awards Disclaimer https//www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race religion color national origin gender sexual orientation gender identity
Remote United States
🌎 Remote (U.S. or Canada) 💼 Full-Time ✈️ Quarterly Travel Open Source Community Manager Job Title Open Source Community Manager Location Remote About the Role Akuity was founded by Hong Wang Jesse Suen and Alexander Matyushentsev — the original co-creators of Argo CD and the Argo Project. After open-sourcing Argo in 2017 and growing it into one of the most widely adopted CNCF graduated projects in the world they started Akuity to build the enterprise platform the GitOps ecosystem deserves. Open source isn’t a strategy for us — it’s who we are. We’re looking for an Open Source Community Manager to own the health growth and engagement of our two flagship open source communities Argo CD and Kargo. Argo CD is one of the most deployed CD tools in cloud-native infrastructure. Kargo our newer project is a GitOps-native continuous environment promotion tool that automates moving changes through dev staging and production without brittle scripts — already adopted by organizations like Deutsche Telekom JumpCloud and Cisco ThousandEyes. You’ll work directly with the maintainers (including our founders) to drive our presence at key Kubernetes CNCF and GitOps ecosystem events and build the programs that turn users into contributors and contributors into champions. This is a senior individual contributor role with real autonomy and high visibility — both inside Akuity and across the CNCF community. What You’ll Do Argo CD & Kargo Community Growth Own and execute the community strategy for both Argo CD and Kargo — defining goals tracking health metrics and driving measurable growth in contributors and engagement Build contributor pathways that lower the barrier to entry contributor guides onboarding documentation and regular office hours with maintainers Nurture relationships with the CNCF power users active contributors community maintainers across GitHub and related social channels Work closely with engineering to surface community feedback flag recurring pain points and close the loop publicly when issues get resolved or features ship Help shape how we communicate across both communities — release notes changelogs contributor newsletters and GitHub Discussions Events & Conferences Shape Akuity's event presence across the Kubernetes/GitOps ecosystem — KubeCon ArgoCon DevOps Days PlatformCon and beyond — from CFP submissions and speaker prep to post-event follow-up Own and operate community programming contributor summits virtual deep dives GitOps Monthly webinars live Q&As and conference co-located meetups Serve as a credible external voice for Akuity at industry events you genuinely enjoy talking to developers about GitOps and software delivery Work cross-functionally with marketing and product to ensure events convert interest into lasting community engagement What We’re Looking For Required 5–8 years of community management or developer relations experience in an open source or developer tools context Familiarity with the Kubernetes and cloud-native ecosystem — you know what GitOps means you’ve heard of Argo CD and you’re not intimidated by a YAML file Proven track record of growing a technical open source community in a meaningful measurable way Hands-on events experience CFP management booth coordination recap content and follow-up programs Strong async writer — GitHub comments community newsletters Slack threads and release-adjacent content are all in your wheelhouse Comfortable with data you track what matters build a case from metrics and course-correct without being told Collaborative by nature — you’ll work closely across engineering product and marketing Nice to Have You’ve used Argo CD or Kargo in a real environment or contributed to either project Active presence in CNCF OpenSSF or related cloud-native communities You’ve spoken at KubeCon ArgoCon or a comparable developer conference Experience building ambassador or champion programs from scratch You’ve run community programs around a CNCF-graduated or incubating project Why Join Us You’ll work alongside the people who built Argo CD and Kargo — the communities you’ll manage are ones our founders created and still actively maintain Real impact Argo CD is one of the most widely deployed CNCF projects in the world your work will be felt by tens of thousands of engineers Generous events and travel budget to be present where the Argo CD and Kargo communities are Competitive salary equity and benefits
New York, NY
Job Title Senior Vice President Global Subadvisory Distribution Department Global Subadvisory Distribution Reports To EVP Head of Global Subadvisory Distribution FLSA Code Exempt Estimated Salary $175000 - $250000 Job Summary The Senior Vice President of Global Subadvisory Distribution will play a critical role in developing new and expanding existing subadvisory relationships globally. This experienced distribution professional will serve as a leader representing the firm in retaining assets and growing new and existing relationships and at times serve as a proxy for investment teams at Cohen & Steers in our efforts to grow business with asset managers insurance companies and other financial intermediaries. This position requires professional sales acumen strong investment and product knowledge strong presentation and marketing skills and the ability to work across both institutional and wealth channels at Cohen & Steers. The individual will also be required to build the necessary relationships within the various internal groups at Cohen & Steers (i.e. portfolio management Marketing Product Development etc.). Cohen & Steers is committed to an inclusive culture valuing diversity in support of our people and clients. Major Responsibilities/Activities Primary responsibility will be to prospect asset managers insurance companies and other financial institutions which could partner with Cohen & Steers in a subadvisory capacity. This professional will also lead coverage with select existing subadvisory relationships to drive organic growth through relationship expansion in existing products and new product launches. Conduct campaigns and roadshows for relationship expansion and promotion of the asset classes and funds Cohen & Steers subadvises for our clients. Analyze activity consultant research and manager lineups through investor databases (e.g. eVestment Preqin) and industry trade publications (e.g. Fundfire Mandatewire Ignites). Track and maintain pipeline. Maintain fluency in capital markets Cohen & Steers’ marketable strategies’ performance and the marketplace more generally. Work with the Institutional Channel Marketing partners to prepare presentations campaigns and other collateral to assist in the sales effort. Organize meetings calls and pre-meeting prep for Portfolio Managers and internal teams. Prepare for consultant and prospective client meetings video and phone conference calls. Facilitate the execution and delivery of information for investor and consultant communication including educational materials and research. Develop responses to client prospect and consultant data requests. Create timely responses for deliverables as follow-ups to meetings. Assist in utilization and maintenance of CRM system. Assist in the development of business plans and quarterly reviews as a means to track activity and progress. Work closely with Associates and Directors across the firm as a resource for on-going projects and initiatives. Develop and refine sales acumen and process mechanics to directly support the external business development effort. Collaborate and build internal partnerships with Marketing Legal Compliance Investments Ops and others. Travel to existing and future clients located across North America Australia New Zealand and eventually European countries. Live the core values of Cohen & Steers and serve as an ambassador of the firm to external constituencies. Minimum Requirements Bachelor’s degree from an accredited college. 12+ years of related experience in a sales investor relations and/or client services role within Financial Services. Series 7 and Series 63 licenses. Advanced degree or certifications (CFA CAIA CFP CIMA) valued but not required. Knowledge of real asset investment structures and vehicles. Experience in an institutional marketing or sales group. Skilled use of Excel Word and PowerPoint. Excellent communication and writing skills. Must be able to prioritize and multi-task in deadline driven environment. Demonstrates inclusive behaviors in support of a culture that values diverse perspectives. Must be willing to travel up to 35% of the time. Agrees to comply with the firm’s hybrid work policy (“work from home policy” as aligned with the Company’s employee handbook) which currently requires reporting to the Company’s New York City office four (4) days per week with one (1) remote workday permitted. Note This job description reflects management's assignment of essential functions it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.
"Facet was founded in 2016 on the belief that objective personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows Facet to integrate advice into our members’ entire financial picture—all for an affordable flat membership fee. Our commitment to innovation and member success has earned national recognition including being ranked the 1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16 2025) we are proud to be redefining the industry for our members and our team alike. At Facet we are revolutionizing financial planning by putting our members at the heart of everything we do. We are seeking a Member Experience Service Specialist who thrives on complex problem-solving—someone who can seamlessly transform product service and billing inquiries into moments of delight and resolution. In this role you are the voice and face of Facet. You will spend your day engaging deeply with our members via phone email and Zoom acting as their dedicated guide through platform navigation billing structures and investment support workflows. You won’t just be closing tickets you’ll be building trust providing ""white-glove"" technical walkthroughs and ensuring every member feels confident navigating their financial future. Your Day-To-Day Responsibilities High-Touch Member Support Serve as the frontline expert providing high-energy professional and empathetic support across phone email chat and live video (Zoom). Communication Excellence Masterfully manage a high volume of member inquiries with a strict focus on responsiveness clarity and ""closing the loop"" on every single interaction. Frictionless Scheduling Strategically optimize your calendar to maximize availability for live member calls ensuring a seamless booking experience for those who need immediate help. The ""Voice of the Member"" Actively document common user pain points discovered during live interactions partnering with our Product and Engineering teams to solve issues at the root. Service Recovery Proactively reach out to members who have reported less-than-ideal experiences (low CSAT/NPS) to actively listen learn and turn their experience around. Requirements Support Expertise 2–3 years of experience managing a high-volume queue in a client-facing support role (via Phone Zoom and Email). Experience working with a Registered Investment Advisor (RIA) Broker-Dealer or Wirehouse is preferred. Relationship Builder A natural ability to build rapport quickly over the phone putting members at ease even during complex technical or financial conversations. Tech-Savvy Facilitator Confident using screen-sharing tools and modern help desk software (Salesforce Service Cloud) to diagnose digital workflows and guide members in real time. Financial Literacy Ability to translate complex brokerage terminology and investment concepts into simple actionable terms for the everyday consumer. Startup Stamina A resilient self-started mindset. You take extreme ownership of your queue and thrive in a fast-paced fully remote environment. Benefits $60000-$75000 base salary + bonus Equity Flexible PTO All the benefits medical dental and vision insurance 401(k) with employer match short and long term disability coverage (paid by Facet) life insurance options and paid parental leave Certification reimbursement program Work from anywhere in the US Facet was ranked 1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30000 individuals. self-recommendations were prohibited and no compensation was provided for the ranking. Facet has been Accredited with the Better Business Bureau® since June 2025 and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by Facet in connection with America's Top Financial Advisory Firms 2025."" As of February 25 2026 Facet has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors time span frequency and Bayesian average. After the calculation a TrustScore is then visualized into a star rating from 1 to 5 stars including half stars. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews."
1. About Our Client The organization operates in the financial advisory industry addressing the challenge of making personalized objective financial advice accessible without asset minimums. It provides holistic financial planning that integrates all aspects of money management through a team of CFP® professionals supported by proprietary technology. The program aims to deliver comprehensive advice at an affordable flat membership fee striving to enrich members' lives. It has received national recognition for its approach and maintains high ratings from notable reviewers. 2. About the Opportunity The Senior FP&A Analyst role is essential for maintaining and refining the financial model and supporting financial planning and budgeting efforts. This position transforms complex data into actionable insights to guide strategic decisions and supports fundraising initiatives. It leverages modern AI tools to enhance financial analysis and reporting contributing significantly to the organization’s decision-making and growth. 3. Responsibilities Maintain and refine the core financial model translating operational data into consolidated cash flow projections. Conduct ad hoc financial analyses to evaluate the return on investment for key initiatives. Develop KPI dashboards and prepare monthly presentations for the board. Utilize AI-enabled tools to accelerate analysis reporting and decision support. Translate complex data sets into clear analyses for management and the board. Collaborate with FP&A leadership to provide strategic insights identifying business trends and growth opportunities. 4. Requirements 3 to 5 years of analytical experience in FP&A valuation investment banking corporate or strategic finance. Expert financial modeling skills including three-statement models pivot tables scenario analysis and cash flow modeling. Bachelor’s or Master’s degree in finance statistics mathematics economics business or related field. Preferred transaction experience on buy-side or sell-side deals. Ability to present complex financial data in accessible graphical or narrative formats. Proficiency in AI tools and automation to enhance finance operations. Strong attention to detail independent work capability and project ownership. Effective project management skills with flexibility to work extended hours as needed. Positive motivated team player with a growth mindset. 5. Pay Range and Compensation Package Base salary between $100000 and $125000 plus bonus based on experience and skills. Equity participation through incentive stock options. Flexible paid time off. 6. Benefits & Perks Medical dental and vision insurance. 401(k) plan with employer match. Short and long term disability coverage. Life insurance options. Paid parental leave. Certification reimbursement program. Remote work anywhere in the United States. 7. Equal Opportunity Statement Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation or national origin. Note RemoteHunter is not the Employer of Record (EOR) for this role. Our purpose in this opportunity is to connect exceptional candidates with leading employers. We help job seekers worldwide discover roles that match their goals and guide them to complete their full application directly through the hiring company’s career page or ATS.
Hearst, ON, CA
The Enterprise Technology Analyst is responsible for the delivery of comprehensive IT support and services to ensure the optimal performance of the organization’s end-user computing environment. The analyst participates within a cross functional team to implement new projects provide technical services and create solutions to achieve the goals of the business. The Enterprise Technology Analyst is required to be bilingual in English and French. The projected salary range for this position is between 65-85k. Key Responsibilities Technical Support Provide second level contact and convey resolutions to user issues in a timely manner either via phone email or in-person support. Primary Provide remote assistance to employees at all CFP locations including home-based of ices and while traveling. Secondary Provide in-person support at all local facilities. Problem Solving Diagnose and troubleshoot PC hardware peripherals and software issues including but not limited to operating systems (Windows 10/11 iOS macOS) Of ice 365 Microsoft Teams Microsoft OneDrive business applications mobile devices and basic network connectivity. Ticket Management Log all support requests into the Enterprise Support Desk ticketing system ensuring detailed descriptions accurate categorization and timely updates until resolution. Escalation Escalate unresolved issues to other IT support teams as required while providing clear and concise details about the problem. Collaborate with other teams (e.g. network engineers system administrators) when needed. Documentation Create and maintain documentation within the knowledge base for common issues and solutions to facilitate knowledge sharing within the IT team and the employee community. Software/Hardware Installation Assist with the installation and configuration of software drivers and basic hardware components. Ensure that the systems are up to date with necessary patches and updates. Asset Management Track and manage IT equipment inventory ensuring proper distribution setup and retrieval of hardware. Security Follow CFP’s IT Security policies and promote security via employee education. Training and Continuous Improvement Participate in ongoing training to stay current with technological developments and company policies. Take an active part in supporting Kaizen activities. Provide general training for software applications and standard procedures. Tier 2 Support Duties Develop and recommend IT solutions using standard technologies and best practices. Routinely visit Columbia locations to address site specific issues action projects and build local relationships. Collaborate with users and IT team members to help ensure the performance security and connectivity of the end user computing environment. Identify issues and initiate timely support for Columbia’s computing environment. Provide business computing hardware support through the installation investigation troubleshooting and resolution of issues on equipment such as desktops laptops servers networking and accessories. Provide work center support through the installation upgrading and troubleshooting of Windows 10/11 Mac Of ice 365 and business applications. Provide cloud services support through the configuration and troubleshooting of Office 365 products such as OneDrive Teams and SharePoint for the business. Investigate troubleshoot and resolve issues with VOIP systems and mobile devices. Secure CFP assets through the timely patching of systems and employee education. Administer user accounts and security roles in Active Directory. Partner with application owners to perform backup and recovery of business applications and data. Maintain hardware and software inventories at Columbia sites. Participate in new projects as they are identified across disciplines such as cloud enterprise computing and infrastructure. Work within a cross functional team to collaborate on projects and provide escalated support as required. Work with vendor support contacts to identify and resolve issues. Experience 3-5 years relevant field experience. Technical Skills Proficient with Microsoft Office software applications (e.g. Word PowerPoint Excel Outlook Microsoft Teams). Proven problem-solving skills. Excellent troubleshooting skills as they relate to IT systems and equipment. Demonstrated knowledge of supporting end user computing software including Windows Operating System Office 365 and Azure. Demonstrated knowledge of supporting a wide variety of computer equipment including PC Mac printers and mobile devices. Demonstrated knowledge of supporting Windows 11 and current Windows Server versions. Working knowledge of telecommunications networking fundamentals and equipment. Solid understanding of TCP/IP DNS WINS DHCP and Windows networking fundamentals. Understanding of Internet technologies including browsers proxies SSL and encryption. Ability to diagnose and repair a wide variety of computer equipment including PC Mac printers and mobile devices. Prior experience with Agile methodologies (Scrum Kanban) preferred. Exposure to LEAN methods and practices preferred. Relevant IT certifications such as A+ N+ Project+ ITIL MTA/MCSA/MCTS/MCTIP preferred. Logistics Availability during non-business hours Availability for domestic and international travel (Canada + United States) Up to 90 days of travel per year Current passport Soft Skills Capacity to communicate with audiences at varying levels. Strong teamwork and interpersonal skills with all levels of the organization. Excellent conflict resolution. Excellent verbal and written communication skills in English. Detail oriented with sound analytical and troubleshooting skills. Strong note taking and technical detail capture. Ability to work independently with exceptional planning organizational documentation and time management skills. Consistently meets commitments and takes ownership and responsibility for actions and issues while working toward resolution. Ability to manage competing demands Must be able to lift and carry IT equipment up to 50 lbs. Columbia Forest Products is an employee-owned company that has a wide array of benefits 401K Medical Dental Vision and Life Insurance. Our company stands out because of our commitment to our employees. In fact we have a CFP Foundation dedicated to helping our employees employees' families and the local community. Our Core Values we take pride in Customer Service Above all Else We Are Family Share the Success and Absolute Integrity. If these are core values that you represent please take the time to apply online for this rewarding career with Columbia Forest Products.
Falls Church, VA / Washington, DC
NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews analysis and assessments pre/post retirement planning asset allocations strategies and account management. Enhances and expands the overall penetration and participation levels of the current investment program and ensures on-going quality service to existing member/clients. This is a Hybrid position. You must reside in Maryland Washington DC or Virginia. ➡ ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties as assigned. ➡ Remains cognizant of and adheres to Credit Union policies and procedures and regulations pertaining to the Bank Secrecy Act. Identifies potential clients using advertising campaigns mailing lists referral sources and personal contacts. Solicits business from prospects by pro-actively communicating available services. Profiles clients to determine current investment objectives while addressing overall financial goals. Provides clients with information and advice on a range of offerings to include Mutual Funds Annuities Advisory accounts Life Insurance and other broker/dealer approved financial products/services. Opens and services new accounts while finalizing completed sales and routing documents for processing. Reviews status reports and performs calculations to monitor client accounts and verify transactions. Develops and implements financial plans using available software. Processes incoming client mail paperwork and all other necessary aspects of account servicing. Interfaces with mutual fund companies insurance companies clearinghouses and the Broker/Dealer in efficiently meeting member/client service needs while keeping current on product offerings and regulatory changes. Listens empathetically to clients and gathers facts analyzes total needs and makes responsible recommendations. Builds long-term financial advisory relationships with clients. Manages incoming referrals from assigned branches and surrounding territories. Maintains member/client files and records in accordance with regulatory and firm requirements. Conducts offline or online research to resolve member/client problems. Sets and keeps consistent office hours. EDUCATION AND EXPERIENCE ➡ Two plus years of relevant experience and/or training in sales of investment products (ideally in a bank/credit union environment). College Degree preferred. Proven track record of performance requiring minimum supervision. Licensing required Series 7 and combination of 63 65 or 66 required. Life & Health Insurance License required (or the ability to obtain within 90 days of hire) Valid driver’s license is required. CFP Designation preferred. Our Generous Benefit Package Includes ➡ $45000 Base Salary + Commission Why Join Our Team Unlimited commissions in addition to monthly salary Commissions based on new assets and existing book of business – $20 Million AUM book with substantial opportunities to generate additional revenue. Referrals from frontline staff and access to member data Tiered commission payout rates based on monthly production Emerging technology Continuing education committed to ensuring personal growth and staying ahead of market trends NASA Federal Credit Union offers an array of benefits including comprehensive healthcare 401(k) paid leave remote work options for applicable positions and more. +Insurance coverage begins the 1st day of the month following 30 days after hire date. 100% Credit Union-Paid Full-Time Employee Benefits 401(k) with employer match up to 6% and immediate 100% vesting Gain Sharing Bonus (eligibility rules apply)Health Insurance (Choice of two nationwide PPO plans) High-Deductible Plan 100% employer contribution toward premium. (HSA and FSA compatible)+ Low-Deductible Plan Generous employer contribution toward premium. (FSA compatible)+ Dental Insurance Generous employer contribution toward premium (HSA and FSA compatible)+ Vision Insurance Generous employer contribution toward premium (HSA and FSA compatible)+ Long-term Disability Insurance+ Flexible Spending Medical Account (FSA)+ Flexible Spending Dependent Care Account+ Health Savings Account (HSA)+ Voluntary Supplemental Employee and Dependent Life Insurance+ Voluntary Short-term Disability Insurance+ Remote or Remote / Hybrid work options based on position Life Insurance/AD&D+ Vacation Leave (excluding Outside Loan Officers) Sick and Safe Leave 11 Paid Holidays Education Assistance Employee Referral Bonus Credit Union Membership Eligible Employee Assistance Program+ Identity Theft Protection (Additional premiums to add family members)+ Pet Insurance Employee Discount Program Remote or Remote / Hybrid work options based on position All benefits are based on meeting NASA Federal Credit Union’s eligibility requirements and the carrier’s terms and conditions. WE’RE STRONGER TOGETHER At NASA Federal Credit Union we strive to ensure a culture of collaboration inclusion and opportunity where everyone can feel valued appreciated and respected. We commit to recruit and retain a diverse team with the best talents to live our vision mission and values. We recognize that respecting different perspectives and experiences makes us stronger together. ➡ Posted 10/03/2025
Remote United States
Why Work at Mercer Advisors? For more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today we serve over 42800+ families across 110+ cities across the U.S. Ranked the 1 RIA Firm in the nation by Barron’s for two consecutive years Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always. Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women reflecting the clients we serve. With a flexible national footprint we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. Mercer Advisors was ranked 1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size growth service quality technology succession planning and others. No fee was paid for participation in the ranking however Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here Job Summary The Senior Portfolio Consultant I assumes a critical role in executing investment implementations for complex portfolio transitions and high net worth clients. This role is deeply involved in the investment process serving as a point person for newly acquired firms assimilating to our investment platform and models. In addition this role is pivotal in supporting the firm’s organic growth by developing investment deliverables for prospective clients. Collaborating closely with Wealth Advisors Operations Portfolio Management Compliance and Trading departments this role ensures strategic alignment and delivers exceptional service. Responsibilities include handling implementations for sophisticated investment portfolios and providing valuable insights to optimize client portfolios and enhance the client experience. This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management Investment Operations and Wealth Management. Essential Job Functions will include Concierge Level Service & Communication Communicate investment philosophy and available investment strategies clearly and effectively. Provide status updates on portfolio implementations proactively and timely. Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail. Lead presentations on various investment topics to Wealth Advisor teams. Knowledge of Investment Management Support new Portfolio Consultants with developing core competencies within investment platform. Demonstrate a comprehensive understanding of capital markets and portfolio design & management. Ability to effectively match Advisor implementation goals with available investment strategies. Expertise in complex investment vehicles models and platform including public and private markets. Drafting supporting and auditing analytics proposals and deliverables for Wealth Management Teams. Understanding of account configuration options including cash reserves rebalancing frequency and do-not-buy / do-not-sell restrictions Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons. Manage Efficient Process & Workflows Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries. Collaborate with key central teams to coordinate process improvement. Responsible for managing standardized workflows and investment processes Manage portfolio implementations concurrently to meet or exceed Service Level Agreements Audit implementations to ensure outcome is consistent with target portfolio objectives Oversee implementations for high net worth and ultra high net worth clients Required Knowledge Skills and Abilities Bachelor's degree from an accredited institution preferred (preferably Business Economics Psychology or Finance related) CFP and/or Series 65 required CFA or advanced degree preferred Minimum 4 years of financial industry related experience Working knowledge of Orion and Morningstar preferred Advanced knowledge of MS Excel preferred including advanced data analytics Strong problem-solving experience and skills Excellent analytical and organizational skills Strong communication skills both written and verbal and highly collaborative approach Organized and detail oriented Ability to manage and prioritize multiple tasks Location This is a remote position with a strong preference for candidates in the Mountain or Pacific time zones. Work Schedule This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time. Application Deadline The initial deadline for applications is 6/17/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline subsequent applications will be reviewed as they are received. LI-Remote Actual base pay within this range will be based on a variety of factors including but not limited to the applicant’s geographic location relevant experience education skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $89250 $105000 USD Benefits Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D Short-Term Disability Accident Critical Illness and Hospital Indemnity Insurance Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Kaiser Medical plans available in California Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays including a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (8 weeks) Maternity benefits utilizing company paid STD any supplemental STD plus Parental Leave (8 weeks) to provide time for recovery baby bonding and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents young children life’s challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal state or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process please email PeopleTeam@merceradvisors.com This inbox is for accommodation requests only. For information about applicant rights required employment notices E-Verify participation and state specific disclosures please review our Applicant Notices and Employment Rights If you are a resident of California learn more about Mercer's California Consumer Privacy Policy here CCPA Notice at Collection If you are a resident of Washington State learn more about your rights under the Washington Fair Chance Act here
Remote United States
Pay Base Salary $75000.00 per year + substantial commission billing incentive and bonus opportunities earning new Associates well into six figures within the first year. About AdvisorLaw Headquartered less than 20 miles from Denver in Broomfield Colorado AdvisorLaw is the premier firm advocating exclusively for financial advisors and wealth managers—nationwide. We provide representation and consulting to thousands of licensed professionals never representing investors or broker-dealers. Our services span regulatory consulting to high-stakes civil litigation and arbitration—often involving seven- and eight-figure claims. AdvisorLaw leads the fight against regulatory overreach and entities exploiting our clients’ rights. We deliver impactful results in a collaborative non-traditional environment. We seek a driven associate attorney eager to outsmart opponents deliver client victories and collaborate within a supportive team. If you’re passionate about impactful legal work thrive in a fast-paced and dynamic setting and seek professional growth within a team that values your skills and dedication we’d love to hear from you. AdvisorLaw is an equal opportunity employer fostering a diverse inclusive team that values talent dedication and a positive attitude above all else. Position Summary As an associate attorney you will gain significant experience in complex civil litigation arbitration and appellate advocacy while working at a growing firm with a well-established reputation. To excel you’ll thrive in a fast-paced startup environment work in-office full-time for at least three months to build expertise and team synergy and demonstrate reliability and commitment from day one. You will manage the substantive and procedural aspects of civil litigation arbitration and regulatory proceedings across state federal and appellate courts as well as private forums like FINRA Dispute Resolution. You’ll handle customer and industry disputes negotiate with top-tier financial institutions and represent clients in regulatory inquiries and on-the-record interviews (OTRs). Absent prior experience you will have the opportunity to learn the financial services industry while being guided by industry experts. Supported by experienced colleagues and a dedicated staff you’ll advocate for innovative interpretations of outdated regulations arguing in state federal district and circuit courts and against private individuals entities the SEC the National Adjudicatory Council and organizations such as the CFP Board. If you have interest in pursuing a lucrative career in finance financial regulation financial services or securities litigation this is the job for you. Our collaborative team successfully guides and mentors litigators from the start. Essential Functions Represent financial advisors in civil litigation arbitration and regulatory proceedings across state and federal courts appellate forums and private venues like FINRA JAMS and AAA Build and maintain enduring client relationships through consistent communication proactively recommending tailored AdvisorLaw solutions to meet client needs Delegate tasks to support staff to effectively meet all deadlines Manage a diverse caseload with precision ensuring timely progress and client satisfaction Identify and implement processes to enhance efficiency and reduce costs Conduct or supervise legal and regulatory research using tools like Westlaw to support case strategies Affiliate as of counsel with designated outside law firms for specific client matters Perform other duties as assigned by the managing associates and President & Founder Qualifications & Skills Legal Expertise Juris Doctor from an accredited law school Active admission to any state bar in the U.S. Commitment to mastering litigation strategies—including civil litigation arbitration negotiation and mediation—across diverse forums Strong legal drafting skills or a dedication to developing them Analytical mindset with logical problem-solving skills to articulate issues gather data and draw valid conclusions Interpersonal & Work Style Exceptional client relationship skills to foster long-term partnerships Proven ability to prioritize tasks and meet deadlines without compromising quality Ability to thrive in a cooperative fast-paced and team-oriented startup environment Capacity to work independently with minimal supervision after initial training Exceptional interpersonal skills and a track record of collaborating with diverse teams Self-starter with a proactive creative and solutions-oriented mindset Strong attention to detail organizational skills and time management High integrity and respect for confidential information Culture & Environment Casual fun drama-free workplace Frequent computer work in a fast-paced office setting Flexible hours between 6 am and 6 pm Monday—Friday Physical Demands Mobility between workstations Lift office supplies and set up workstations (if necessary) ADA AdvisorLaw will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Benefits & Perks Competitive health insurance options including employer-subsidized plans and HSA/FSA options Lucrative commission structure to reward performance and dedication which can increase monetary compensation significantly Discretionary performance bonuses for exceptional contributions and results Incentive pay for exceeding billable hour requirements 15 days PTO per calendar year plus 10 paid holidays Complimentary Vasa Fitness gym membership 401(k) with employer match (eligible after one year) Non-elective employee profit sharing (fully vested after three years) The application deadline for this position is September 18th 2026 or until the position is filled. Job Type Full-time Base Pay From $75000.00 per year Benefits 401(k) Dental insurance Employee assistance program Employee discount Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Parental leave Professional development assistance Retirement plan Vision insurance Application Question(s) We are looking for someone who is licensed to practice law in Florida - please confirm. Work Location Remote
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