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8 Days Ago
Greenwood Village, CO, USA
11,963 Employees
97K-137K Annually
7+ Years of Experience
11,963 Employees
97K-137K Annually
7+ Years of Experience
Fintech • Payments • Financial Services
Senior Manager of SMA & ISA Performance Reporting overseeing fund performance, investment reviews, due diligence reports, and application oversight. Manage teams, ensure regulatory compliance, propose new disclosures, lead process improvements, and maintain vendor relationships.
8 Days Ago
Colorado, USA
Remote
11,963 Employees
80K-113K Annually
3-5 Years of Experience
11,963 Employees
80K-113K Annually
3-5 Years of Experience
Fintech • Payments • Financial Services
Senior Analyst CLO Operations responsible for providing operational support for trading and reporting functions within the Collateralized Loan Obligations team. Tasks include reconciling trade data, validating security master file data, resolving discrepancies, and preparing reports. Requires 3+ years financial services experience and Bachelor's degree in related field.
9 Days Ago
MI, USA
Remote
11,963 Employees
133K-192K Annually
5-7 Years of Experience
11,963 Employees
133K-192K Annually
5-7 Years of Experience
Fintech • Payments • Financial Services
As a Senior Relationship Manager, you will support large, mega, and not-for-profit plans with asset values between $250 and $500 million. Responsibilities include client meetings, delivering presentations, developing and implementing client business planning deliverables, managing client relationships, and negotiating contract renewal processes.
9 Days Ago
Overland Park, KS, USA
11,963 Employees
110K-159K Annually
7+ Years of Experience
11,963 Employees
110K-159K Annually
7+ Years of Experience
Fintech • Payments • Financial Services
As a Senior Product Manager on the Core Services team, you will be responsible for defining product strategies, owning the product roadmap, partnering with cross-functional teams, and driving decision-making based on customer insights and data analysis. The role requires strong leadership, communication, and analytical skills to deliver impactful customer solutions in the financial services sector.
9 Days Ago
Greenwood Village, CO, USA
11,963 Employees
3-5 Years of Experience
11,963 Employees
3-5 Years of Experience
Fintech • Payments • Financial Services
Administer travel and expense reporting system, corporate card program, audit expense reports, provide guidance on travel policies, and perform system maintenance. Requires 3-5 years of relevant experience or associate's degree in accounting.
9 Days Ago
Overland Park, KS, USA
11,963 Employees
76K-108K Annually
5-7 Years of Experience
11,963 Employees
76K-108K Annually
5-7 Years of Experience
Fintech • Payments • Financial Services
As a Senior Investment Analyst, you will manage U.S. Statutory and GAAP financial reporting for the insurance company and its affiliates. Responsibilities include preparing financial statements, coordinating audits, researching disclosures, and enhancing reporting processes. Strong knowledge of accounting principles and advanced MS Office skills are essential.
9 Days Ago
Overland Park, KS, USA
11,963 Employees
133K-192K Annually
5-7 Years of Experience
11,963 Employees
133K-192K Annually
5-7 Years of Experience
Fintech • Payments • Financial Services
Provide legal expertise and advice on complex legal matters related to retirement plan recordkeeping business, with a focus on defined benefit plans. Advise on ERISA, tax, and regulatory compliance issues, and support negotiations of contractual arrangements with plan sponsor clients.
9 Days Ago
Overland Park, KS, USA
11,963 Employees
1-3 Years of Experience
11,963 Employees
1-3 Years of Experience
Fintech • Payments • Financial Services
Empower Personal Wealth (EPW) Lead Coordinator responsible for executing lead lifecycle processes, managing leads for asset growth and retention, collaborating with business and technology teams, and providing lifecycle reporting to stakeholders.
12 Days Ago
CT, USA
Remote
11,963 Employees
52K-64K Annually
1-3 Years of Experience
11,963 Employees
52K-64K Annually
1-3 Years of Experience
Fintech • Payments • Financial Services
As a Financial Consultant (Retirement Consultant), you will provide guidance on available account options for customers' retirement savings goals such as 401K and IRA products. The role involves promoting to a Senior Financial Consultant, with a base salary plus incentive compensation. Responsibilities include providing over-the-phone guidance, discussing available account options, educating customers on their retirement plans, and deepening customer relationships. The position can be done remotely.
16 Days Ago
Colorado, USA
Remote
11,963 Employees
80K-113K Annually
3-5 Years of Experience
11,963 Employees
80K-113K Annually
3-5 Years of Experience
Fintech • Payments • Financial Services
The Senior Investment Reporting Analyst is responsible for preparing and reviewing U.S. Statutory (NAIC) reporting for investment portfolios, interpreting accounting pronouncements, and recommending changes to accounting systems. The role requires 4+ years of financial reporting experience and proficiency in MS Office and GAAP principles.
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