Broadridge Financial Solutions, a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. 

We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers, and public companies. 

Broadridge's infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. 
Our technology and operations platforms underpin the daily trading of more than $10 trillion of equities, fixed income, and other securities globally. 

A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

Industry: Financial Services
Company Size: 10,001+ employees

Broadridge

Savvy Admin PROD

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is hiring! We’re seeking a Relationship Manager to join our team. You will work closely with Sales, Account Management, Operations, and Research to ensure exceptional client experience. This role will serve as the primary point of contact for assigned clients and accounts, managing all aspects of the client relationship from onboarding and reporting to payment coordination and ongoing support.

In addition, as part of the Research Department within the Global Securities Class Action team, this position will support research initiatives designed to deepen our understanding of the market, clients, and competitive landscape. This role will also contribute to thought leadership, sales enablement, and strategic research that helps guide business decisions.

**Relationship Manager Responsibilities:**

- Serve as the main point of contact for assigned clients and accounts

- Manage client onboarding, reporting, communications, and ongoing support

- Monitor key deadlines, filings, deficiency responses, and data-related requests to ensure timely action

- Advocate for clients and help maximize claims outcomes

- Coordinate with internal teams to ensure efficient service and client satisfaction

- Provide regular updates and reporting to clients

- Help ensure timely payments and communicate distributions clearly

- Support contract renewals and recurring client meetings, including business reviews

- Identify opportunities to improve client experience and internal processes

- Contribute to department initiatives, best practices, and team collaboration

**Market Research Analyst Responsibilities**

- Conduct market and competitor research to support business strategy

- Identify target markets, client segments, and industry trends

- Support research projects related to the global securities class action landscape

- Assist with thought leadership, written content, and research-based insights

- Provide market intelligence to support sales enablement and business development

- Build knowledge of client needs, market issues, and company solutions

- Support the Research and Client Services teams with ongoing projects and day-to-day needs

**Qualifications:**

- 5+ years of class action experience

- Significant experience in project management, client management, and/or account management

- Comprehensive understanding of securities class action plan allocations, as well as deficiency and audit processes and requirements

- Experience with securities trading, including equity, debt, and derivative securities

- Strong research, analytical, and writing skills

- Excellent verbal and written communication skills

- Strong presentation skills, including the ability to present to senior stakeholders and, ideally, at conferences

- Ability to synthesize information and communicate findings clearly and effectively

- Strong attention to detail, organizational skills, and follow-through

- Ability to manage multiple assignments and priorities in a fast-paced environment

- Proficiency in Word, Excel, and PowerPoint

- Interest in financial services, market intelligence, and the global securities class action space

- Bachelor’s degree in business, finance, economics, legal studies, communications, or equivalent relevant experience

**Preferred Qualifications:**

- Prior experience in research, strategy, sales support, financial services, or a related area

- Familiarity with preparing presentations, summaries, and research-driven business materials

- Curiosity about clients, markets, competitors, and industry trends

- Collaborative mindset and strong interpersonal skills

Compensation Range: The salary range for this position is between $80,000 - $100,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings for this role

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

**Use of AI in Hiring**

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

~~**Disability Assistance** ~~We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.

Relationship Manager; Market Research Analyst, Client Services - Hybrid

The Tie is a leading provider of institutional solutions for digital assets, servicing hedge funds, asset managers, protocols, banks, venture capital firms, and other institutional market participants. The Tie’s platform spans Market Intelligence, Compliant Communication, Infrastructure Solutions, and Corporate Access & Advisory, and serves 500+ customers across its suite of offerings.

Industry: Financial Services
Company Size: 51-200 employees

The Tie

The Tie is a leading provider of Intelligence, infrastructure, advisory, and communication solutions that power institutional participation in digital assets. We serve hundreds of the world's largest institutions through The Tie Terminal and our data APIs, provide institutional staking solutions, offer investor relations services to leading token issuers, and license data feeds to crypto exchanges and platforms.

One of our fastest-growing businesses is Corporate Access, the premier platform for protocols to gain exposure, build credibility, and secure relationships with the world's most influential institutions. We connect protocols with institutional investors through four annual flagship events and direct connectivity opportunities.

**The Position**

As Senior Relationship Manager, you are responsible for developing strong relationships and supporting leading digital asset protocols participating in The Tie's Corporate Access platform. You will serve as one of the primary points of contact communicating key information and helping them effectively position their story, engage institutional investors, and maximize outcomes.

In the role, you will work cross-functionally with leadership and the events team to deliver a seamless client experience, while proactively identifying opportunities for deeper engagement.

Success in this role requires a strong understanding of the digital asset ecosystem - including both protocols and institutional participants - along with deep relationship management experience and the ability to operate both strategically and tactically.

**Responsibilities**

- Serve as a primary point of contact for The Tie's corporate access clients, delivering exceptional relationship management and support

- Provide a high-touch, white-glove client experience, ensuring client needs are anticipated and exceeded

- Manage and execute The Tie Innovator Webinar Series, including planning, coordination, and client engagement

- Connect protocols with relevant institutional partners through thoughtful, strategic introductions aligned with their core objectives

- Maintain strong attention to detail across all client interactions, deliverables, and internal coordination

- Track client activity, feedback, and engagement to inform relationship strategy and growth opportunities

- Cultivate strong, active relationships with institutional clients and partners to effectively identify and facilitate meaningful introductions between them and our protocol clients

**Requirements**

- Full-time client-facing work experience, working with crypto protocols and/or institutional investors

- Proven experience in relationship management or client-facing roles, preferably within crypto, fintech, or financial services

- Strong knowledge of capital markets, digital assets, blockchain protocols, and institutional crypto landscape

- A deep understanding of crypto, including DeFi, RWAs, smart-contract protocols, and other industry sectors is highly preferred

- Demonstrated ability to build trust and credibility with clients

- Excellent communication skills, both written and verbal

- Highly organized with strong attention to detail and the ability to manage multiple priorities

- Self-starter comfortable operating in a fast-paced, evolving environment

- Client-first mindset with a commitment to delivering high-quality service and experiences

**Benefits**

- Competitive compensation (salary, bonus, and options)

- Health, dental, vision, and disability insurance

- Flexible paid time off

- A fast-paced and exciting work environment

- Strong teamwork-driven culture

Salary range: $120,000 - 140,000, Commensurate with experience

Location: New York City preferred / remote considered

The TIE inc is an equal opportunity employer.

Senior Relationship Manager (Digital Assets)

Among the country's largest transportation and logistics providers, Bridgeway is headquartered in Pittsburgh, PA, leveraging a network of over 100,000 carriers across the U.S. to help solve the toughest transport problems for critical industries with specialty freight needs vital to the national economy. Built by entrepreneurs for entrepreneurs, Bridgeway continues a legacy of more than 40 years in trucking, built on some of the most respected brands in the business. As the company evolves into a more purpose-built platform of people, transportation assets and technology, it will continue its commitment to fair and profitable relationships with the employees, agents and owner-operators who are the backbone of the company's success.

Industry: Transportation, Logistics, Supply Chain and Storage
Company Size: 201-500 employees

Bridgeway

**About Bridgeway **

Bridgeway is a rapidly growing Pittsburgh based company that is already among the country’s largest specialty transportation providers.  Join an exciting and dynamic work environment where Team Members work together to deliver world class support to our customers, drivers, agents and carriers.  With over a half a million loads annually, and a legacy of service to customers in critical industries, Bridgeway has a history of solving the country’s toughest transportation problems.  Join our Team and become the Future of Freight!

**About the position **

The Customer Account Manager serves as the daily point of contact, relationship manager for our most important clients, and is accountable for achieving the annual growth budget for those accounts. They provide strategi and operational leadership, overseeing the day-to-day execution of all shipments while ensuring a positive customer experience.

**Responsibilities **

- Serve as an advocate and liaison for Bridgeway’s top clients to ensure overall customer satisfaction

- Expand current customer accounts through ongoing relationship development

- Maintain a strong understanding of the industry and client needs; cultivate a core book of business for consistent and repeatable sales

- Conduct daily customer calls to discuss shipments, address concerns, and identify opportunities for growth.

- Provide quick and efficient quoting, follow up on quotes, and proactively upsell additional modes and services.

- Drive operational excellence, ensuring timely and cost-effective transportation solutions.

- Assist sales and branch leadership in responding to RFPs for assigned and new accounts.

- Own the spot and transactional pricing strategy, ensuring competitiveness and profitability.

- Accurately record all meaningful conversations, quotes, and RFP activities in the CRM.

- Monitor and analyze revenue, load count, and gross profit to ensure budget and performance targets are met month over month.

**Qualifications: **

- Proven experience in third-party logistics, freight brokerage or transportation account management (2+ years)

- Strong understanding of open deck freight (flatbed & hotshots)

- Excellent communication, negotiation, and relationship-building skills

- Ability to manage multiple priorities in a fast-paced environment

- Proficiency in CRM and transportation management systems.

- Results-driven mindset with a focus on achieving revenue and profitability goals.

The Company provides equal employment opportunities (EEO) to all associates and applicants for employment without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, genetic information or other categories protected by law.

Customer Account Manager

Welcome! We're serving you with a higher level of personal service, including personal, private, business and commercial banking, home mortgages, and investment and wealth management. We're located in Omaha, NE; Council Bluffs and West Des Moines, IA; and Dallas, TX, providing employees with great opportunities for career growth. 

What's our culture like? It's a culture of individuals who care about each other's success, working together as one company. Visit our LinkedIn news feed and Facebook page to get a glimpse of what it's like to work at Security National Bank.

We also invite you to visit our careers page to learn more about our work perks. You'll find a positive difference working for a family-owned community bank with the reach and resources of many larger competitors yet remaining connected to our local community and businesses with a commitment to our most important asset, our people.

Equal Housing Lender | Member FDIC | Equal Opportunity Employer
NMLS# 402531

Industry: Banking
Company Size: 201-500 employees

Security National Bank

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

**Job Summary**

This position is responsible for serving as a key partner to the Relationship Manager (RM), acting as a liaison among clients, the line of business, credit approvers, and internal stakeholders. The Commercial Portfolio Manager (CPM) helps protect bank capital and client relationships by actively supporting the deal process through credit structuring recommendations, underwriting leadership with the RM, risk evaluation, navigation of internal processes, and loan documentation negotiation and review.

**Role can be moved to a Senior Portfolio Manager role if knowledge and experience is consistent with bank requirements.**

**Essential Functions**

**Deal Evaluation, Structuring, and Credit Advising (20%)**

- Collaborates with Relationship Managers to independently evaluate, advise, and structure new, existing, and complex credit opportunities.

- Acts as a seasoned credit product advisor to Relationship Managers and clients regarding loan structures, covenant design, collateral support, guarantor strength, and policy/risk appetite considerations.

- Interprets credit policy and advises internal partners.

- Leads credit discussions, including evaluation of strengths, weaknesses, opportunities, threats, and relevant industry or other considerations.

- Prepares or oversees preparation of clear, concise, and decision-ready credit memoranda and proposals for approvers.

**Portfolio Management (25%)**

- Manages a portfolio of accounts in partnership with Relationship Managers.

- Communicates directly with clients regarding credit events, financial position, and actions as needed, serving as second contact and strategic advisor to Relationship Managers and assigned portfolio of clients and prospects.

- Identifies emerging risks and ensures risk ratings are evaluated accurately and proactively.

- Advises clients, RMs, and approvers on issues arising during portfolio management efforts.

- Drives portfolio management cadences on a proactive basis, including collection, processing, and completion of financial statement, borrowing base and covenant tracking items, management of renewal and annual review processes, and ongoing evaluation of risk grades.

**Financial Analysis & Underwriting (25%)**

- Leads underwriting efforts for prospective and existing clients in collaboration with Relationship Managers and Credit Analysts.

- Presents and defends credit recommendations to Loan Committee/approvers.

- Exercises discretion and independent judgment in an analytical capacity by independently underwriting loans with minimal supervision needed - completing informative, well thought out and concise written analysis of the applicant’s ability to repay the loan and assess the strengths & weaknesses of the Bank’s repayment sources in light of industry and other environmental trends.

- Identifies, documents, and mitigates Policy exceptions.

- Ensures adequate completion of individual monthly Problem Asset Reports for loans risk rated Special Mention (“5”) or worse to ensure completeness and accuracy including: Risk rating rationale, nonaccrual & TDR determination, reserve & impairment discussion, cash flow analysis, collateral analysis,

**Loan Documentation Negotiation and Review (15%)**

- Reviews and negotiates loan documents in partnership with Relationship Managers, ensuring consistency with approvals and prudent evaluation of documentation risk.

- Partners with internal and external counsel and loan operations to resolve client requests and internal/external issues.

- Works with Loan Assistants and Loan Operations Staff to navigate through closing processes and ensure compliance with bank operations and credit standards.

- Generates and reviews term sheets and commitment letters.

**Leadership (15%)**

- Demonstrates leadership as an individual contributor by sharing knowledge, modeling high standards, fostering accountability, and promoting open communication.

- Reviews, critiques and refines analyst work and narratives while ensuring Bank standards are met.

**Performs Other Duties As Required And Assigned**

**KNOWLEDGE, SKILLS AND ABILITIES**

- Advanced knowledge of C&I lending, credit analysis, and risk management principles.

- Strong work ethic and team-oriented behavior

- Advanced analytical skills with an understanding of financial statements and tax returns including an understanding of Generally Accepted Accounting Principles (GAAP).

- Ability to evaluate and advise on credit risk, deal structure, covenants, collateral, and guarantor support.

- Strong communication skills with the ability to clearly explain financial and credit concepts to Relationship Mangers and Clients.

- Ability to exercise independent judgment, prioritize competing deadlines, and manage multiple relationships and transactions.

- Ability to interact effectively with clients and all levels of bank management in a professional and consultative manner.

- Ability to participate in presentations to clients and stakeholders, in both in-person and virtual settings.

- Knowledge of LaserPro and attorney prepared loan documents and experience with negotiating them.

- Knowledge of compliance with federal regulations pertaining to commercial banking

- Ability to research and understand commercial and commercial real estate lending and banking regulations

- Specifically, use personal car for customer calls and site visits. For site visits, may need to walk in wet, muddy and slippery conditions and walk through hazardous conditions of a job site

- Ability to maintain predictable and reliable attendance.

- Ability to complete the required training by assigned due date.

**EDUCATION***

- Minimum of a Bachelor’s degree in finance, accounting, economics or related business field required

- Completion of a bank or third-party formal credit training preferred.

**EXPERIENCE***

- Minimum of 5 years of commercial banking, commercial credit, portfolio management, and/or underwriting experience required.

- Specific expertise in credit decisions and understanding of credit risk thresholds and managing credit risk is strongly preferred.

- Formal credit training preferred

- Equivalent education and experience will be considered

**AFFIRMATIVE ACTION**

Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.

Commercial Portfolio Manager - Texas / Onsite Only

Lincoln Center for the Performing Arts (LCPA) is a cultural and civic cornerstone of New York City. The primary advocate for the entire Lincoln Center campus, our strategic priorities include: fostering collaboration and deepening impact across the Lincoln Center resident organizations; championing inclusion and increasing the accessibility and reach of Lincoln Center’s work; and nurturing innovation on stage and off to help ensure the arts are at the center of civic life for all. LCPA presents hundreds of programs each year, offered primarily for free and choose-what-you-pay, including many specially designed for young audiences, families, and those with disabilities.

The 11 resident organizations include: The Chamber Music Society of Lincoln Center, Film at Lincoln Center, Jazz at Lincoln Center, The Juilliard School, Lincoln Center Theater, The Metropolitan Opera, New York City Ballet, New York Philharmonic, The New York Public Library for the Performing Arts, the School of American Ballet, and Lincoln Center for the Performing Arts.

*Campus photography by Mark Bussell

Industry: Performing Arts
Company Size: 501-1,000 employees

Lincoln Center for the Performing Arts

**Position: **Director, Board Relations

**Department: ** Advancement & Innovation

**Role Overview:**

The Director, Board Relations is responsible for developing Lincoln Center’s Board of Directors as engaged philanthropic leaders, strategic partners, and ambassadors for the institution. Reporting to the Senior Director, Individual Giving, this role leads a high-touch engagement and stewardship strategy that enables sustained giving, thoughtful governance, and Board growth. The Lincoln Center Board brings together a distinguished and accomplished group of leaders—spanning business, culture, and philanthropy in New York and beyond—whose collective vision and generosity have shaped a world-class campus, championed extraordinary artists, and positioned Lincoln Center as the leading performing arts organization in the world.

The Director is the primary relationship manager for trustees, partners closely with Senior Leadership, and supervises the Board Relations Manager, to develop a deep understanding of the power and impact our Board has on the next chapter at Lincoln Center and what drives them each individually and then collectively to do so. Through this comprehensive strategic approach, you will ensure a seamless, best-in-class experience for Board members across engagement, storytelling, stewardship, and philanthropy.

**What you’ll get to do here:**

Board Engagement, Stewardship & Philanthropy

- Drive Board stewardship, ensuring a responsive, personalized, and meaningful trustee experience

- Develop and oversee individualized engagement and stewardship plans that support long-term trustee retention and fulfillment and philanthropic growth

- Partner with the SVP, Advancement and Innovation, to develop Board giving strategies that inspire philanthropic support beyond annual Board dues, encouraging trustees to champion new artistic programs, institutional initiatives, and capital priorities

Strategic Board Growth & Leadership Pipeline

- Lead development of the Board prospect pipeline in partnership with the President, SVP of Advancement and Innovation, Board Chair, and Nominating & Governance Committee

- Manage Board recruitment, onboarding, and orientation to build early connection and momentum

- Strengthen long-term Board sustainability through meaningful engagement and recognition

Board Operations, Logistics & Governance

- Oversee the planning and execution of Board and key committee meetings, including agendas, materials, presentations, scheduling, and logistics, in collaboration with Senior Leadership and cross-department colleagues

- Analyze and report on Board engagement metrics, attendance, participation, and giving to identify opportunities for deeper involvement, and guide future cultivation and recruitment efforts

- Attend Board and committee meetings, take notes as needed, and work with General Counsel & Corporate Secretary onaccurateandtimelymeeting records

- Support governance processes and compliance, including preparation and distribution of materials, and familiarity with bylaws and policies

Integration with Advancement & Institutional Priorities

- Coordinate the flow of timely, relevant institutional updates from across Lincoln Center to Board members, tailoring communications to individual interests and engagement levels

- Ensure Board activity is closely aligned with campaign strategy, major gifts, corporate engagement, and the executive office operations and outreach

- Represent the organization at fundraising events, meetings, and other activities to build awareness and support for Lincoln Center

**You’ll be a fit if you bring:**

- At least 7 years of experience in advancement and board relations, preferably within a large nonprofit or cultural organization

- Prior experience in board cultivation, development and stewardship and/or individual major gifts fundraising (six-figures+)

- Exceptional relationship-building skills and impact working with senior executives, including high-net-worth individuals

- Strong strategic instincts paired with meticulous attention to detail

- Excellent writing, editing, and proofreading skills, with an eye for clarity and presentation

- High levelof professionalism, judgment, and the exercise of discretion and confidentiality

- Excellent oral and written communication skills

- People management experience

-  Bachelor’s degree or equivalent combination of education and experience

**You’ll be a great fit if you bring:**

- Enthusiasm for the performing arts

-  Knowledge of and experience with non-profit governance

**What is Lincoln Center for the Performing Arts?**

Lincoln Center for the Performing Arts, Inc. (LCPA) is a cultural and civic cornerstone of New York City. We believe the arts play an important role in our lives: they nourish our hearts and minds, teach us valuable lessons and critical skills, and help us create community. We invite you to consider joining our talented, multi-faceted team.

**We are:**

-  The manager of the 16-acre Lincoln Center campus

- We are one of eleven amazing resident arts organizations

-  A leading Arts Presenter.

- We curate numerous programs and performances, showcasing music, dance, and more

-  An Education Hub.

- We have reached 20 million students, educators, principals, and community members

**Who are our people? **

LCPA is a team of dreamers, collaborators, and entrepreneurs who use unique platforms in the heart of New York City and beyond to advocate for the transformative impact of artistic experiences.

Lincoln Center People imagine and create in concert with this mission by founding President John D. Rockefeller III - "The arts are not for the privileged few, but for the many. Their place is not on the periphery of daily life, but at its center."

We welcome applicants from all sectors who agilely solve problems, show up as they are, and can't stop innovating.

**What’s the news?**

Recent and Upcoming Programming

-  Lincoln Center Reveals 25/26 Season Featuring Jeanine Tesori as Visionary Artist

-  Kyle Abraham's 20 Years of Urgency at Lincoln Center Rose Theatre

Campus Happenings

-  Lincoln Center Gets $50 Million Gift to Promote Contemporary Dance

-  The new JFK terminal will show iconic artworks from MoMA, the Met and Lincoln Center

Legacies of San Juan Hill

-  WNYC: Lincoln Center Celebrates 'Legacies of San Juan Hill

-  Lincoln Center Launches San Juan Hill Project Digital Hub To Remember the Lost Urban Neighborhood

**Who is our President and CEO? **

Dr. Mariko Silver

**Join us! **

It is the policy of Lincoln Center for the Performing Arts, Inc., to ensure equal employment opportunity without discrimination or harassment on the basis of race, creed, color, national origin, sex, age, religion, disability, marital or civil partnership/union status, familial or caregiver status, alienage or citizenship status, sexual orientation, gender identity or expression, pregnancy, military or veteran status, genetic information, predisposition, or carrier status, unemployment status, domestic violence, sexual violence, or stalking victim status, or any other characteristic protected by federal, state, or local law. LCPA is committed to creating a dynamic work environment that values inclusion, respect and integrity, customer focus, and innovation.

If you require reasonable accommodation in locating open positions, completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Abigail Worsnip at (212) 875–5324.

Director, Board Relations

Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. 
 
Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly native language columns in major media organs around the world, spanning more countries and more total volume than any other columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.
 
For more information on Fisher Investments, please visit www.fisherinvestments.com. 

Careers Page: https://www.fisherinvestments.com/en-us/careers 
 
Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures 
 
Privacy Policy: https://www.fisherinvestments.com/en-us/privacy 
 
Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines

Industry: Financial Services
Company Size: 1,001-5,000 employees

Fisher Investments

**Overview**

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe!

**The Opportunity:**

As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.

**The Day-to-Day:**

-  You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients

-  You will complete financial plans and other detailed analyses for existing clients

-  Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns

-  Report on feedback, trends and more to the Private Client Group Programs management

-  You will host sessions for internal and external clients

**Your Qualifications:**

-  5+ years of experience within financial services

-  You have in-depth knowledge of financial planning topics (CFP beneficial)

-  You communicate with a wide array of audiences by phone and email

-  Manage complexity and coordinate across several departments under strict timelines

**Why Fisher Investments:**

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

-  100% paid medical, dental and vision premiums for you and your qualifying dependents

-  A 50% 401(k) match, up to the IRS maximum

-  20 days of PTO, plus 10 paid holidays

-  Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

-  This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Financial Planning Counselor

RFG Advisory is a hybrid RIA firm built around a service first culture – we take care of our Advisors so that they can take care of their clients.  RFG delivers a fully-integrated platform engineered to power the independent Investment Advisor by offering a wide range of services, from a cutting-edge technology to compliance, investment management, operations, team management practice consulting and branding/marketing support.  Experienced in M&A, we grow through succession-driven acquisitions or independent advisor affiliation.  Our goal is to be the partner of choice for growth-oriented Advisors, to thrive in the midst of disruption in the wealth management industry and above all to enable Advisors to be in business for themselves, not by themselves.

Advisor led and professionally managed, RFG Advisory’s team wakes up every day thinking about how we can create value for our Advisors. We believe it speaks volumes that our talented employees are solely focused on delivering solutions to help grow an Advisor’s practice.    

Join Us – Your Future is Our Priority. 

For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. 

Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services
Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services  as to accuracy or completeness.

Industry: Financial Services
Company Size: 51-200 employees

RFG Advisory

Pierson Wealth Management is seeking an experienced G2 **Financial Advisor ** to join our growing team in **Santa Clarita, CA **. This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.

Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a senior individual contributor role with meaningful leadership responsibility and a clear path for growth as the firm scales.

Location: Santa Clarita, CA | Schedule: Full-time, In-Office | Reports To: Director of Business Integration & Strategy

**Client Relationship Management**

- Serve as primary advisor for C and D-tier clients and select B-tier relationships

- Lead client review meetings, build planning deliverables, and manage the full service cycle

- Collaborate with senior advisors on A-tier and complex planning situations

- Maintain a consistent, high-quality client experience aligned with PWM’s service standards

- Support migration to digital client touchpoints (digital reviews, portal adoption) as part of the firm’s evolving service model

**Financial Planning & Case Design**

- Lead comprehensive financial plans covering investment strategy, retirement, tax, insurance, and estate planning

- Own case design and illustrations for insurance and advanced planning scenarios

- Research and apply current planning strategies relevant to high-net-worth clients

- Remain current on tax law changes, regulatory updates, and industry best practices

**Team Leadership & CSA Oversight**

- Provide daily direction, oversight, and performance feedback to two Client Service Associates

- Review and approve meeting preparation materials; CSAs draft, G2 Advisor signs off before client delivery

- Set clear expectations, hold accountability, and create a structured, high-performing team environment

- Maintain consistent in-office presence to provide direct, reliable leadership

**Operations & Firm Initiatives**

- Oversee client onboarding, asset transfer processes, and service requests

- Partner with the Director of Business Integration & Strategy on workflow improvements and firm projects

- Contribute to the firm’s operational development and adoption of RFG platform tools

**Company**

Pierson Wealth Management is an independent, fee-based RIA serving high-net-worth individuals and families. Founded by Ivy Pierson, the firm has built a reputation for sophisticated financial planning, deep client relationships, and a commitment to doing things right not; just efficiently.

PWM operates within the RFG Advisory platform, which provides infrastructure, compliance support, and access to institutional-grade resources. The firm is at an exciting inflection point: growing its team, evolving its service model, and expanding its capacity to serve clients at a higher level.

We are a small team that takes our work seriously. Every person here plays a meaningful role. We reward expertise, respect autonomy, and invest in the growth of people who invest in us.

**Requirements**

The following qualifications apply to all candidates under consideration. Required items are non-negotiable for hire. Preferred items will meaningfully strengthen a candidate’s profile.

**Required**

- CFP® designation (CERTIFIED FINANCIAL PLANNER™)

- 7–10 years of experience in financial planning or wealth management

- Series 65 or Series 66 license (or ability to obtain within 90 days)

- In-office availability, full-time, Santa Clarita, CA

- Experience managing or providing direction to support staff or junior team members

- Demonstrated track record of owning HNW client relationships independently

- Life & Health insurance license

- Experience with eMoney, MoneyGuidePro, or comparable financial planning software

**Preferred**

- Familiarity with Orion

- Experience with annuity and insurance case design for HNW clients

- Background in fee-based or fee-only independent advisory environment

**Core Competencies**

The ideal candidate brings both the technical depth to lead complex planning conversations and the leadership presence to manage and develop a service team. We are looking for someone who is precise without being rigid, confident without being dismissive, and driven by the quality of their work as much as their results.

- Financial Planning Excellence

- Client Relationship Management

- Team Leadership & Development

- Case Design & Insurance Knowledge

- Detail Orientation & Follow-Through

- Clear, Confident Communication

- Operational Discipline

- Adaptability & Tech Adoption

- Sound Judgment Under Pressure

- Collaborative Execution

**Behavioral Fit**

**Role**

This role requires someone who brings structure to complex situations and earns trust through consistent follow-through. You will be most successful here if you:

- Lead with planning and preparation, not product or performance

- Communicate directly and clearly, even when the message is a difficult one

- Hold your team to a high standard with both warmth and firmness

- Operate with a strong sense of duty to clients, colleagues, and the firm

- Embrace change when the evidence supports it and ask good questions when it doesn’t

- Are ready to grow into expanded responsibility as the firm scales

**Benefits And Compensation**

- Salary $100,000-120,000

- Paid time off

- Health and dental insurance

- 401(k)

- Profit Sharing

Wealth Advisor

At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.

Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals. 

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.

Industry: Banking
Company Size: 10,001+ employees

KeyBank

**Location:**

175 S 3rd Street, Columbus Ohio

**Job Summary**

The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and implement advice.

**Essential Functions**

- Actively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expert

- Lead prospect, client, and COI planning engagements focused on Advanced Planning priorities

- Collaborate with KPB Relationship Managers to proactively advise clients on age milestones, life events, and children/wealth planning opportunities

- Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience

- Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to enhance planning acumen

- Collaborate with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning priorities

- Support internal and external planning content development projects

- Contribute thought leadership on planning to the Key Wealth Institute

- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

**Education**

- Bachelor's Degree in business related field or equivalent work experience (required)

**Work Experience**

- Minimum of 5 years in financial planning capacity providing financial planning advice to affluent clients (required)

- Minimum of 3 years providing financial planning advice to high-net-worth clients (preferred)

**Licenses and Certifications**

- Certified Financial Planner (CFP) (required)

**Skills**

- Expertise in goals-based planning process, including discovery, plan development and delivery.

- Ability to coach advisors on both technical and consultative aspects of the planning process

- Experience in modeling estate, wealth transfer, multi-generational, and liquidity event scenarios

- Skilled in financial planning software; MoneyGuide and Wealth Studios preferred

- Strong team player, responsive partner, and effective collaborator

- Experience working with CRM tools

- Knowledge of investment strategies and financial planning for affluent clients

- Expertise in estate and legacy planning for multi-generational wealth

- Understanding of asset allocation, investment selection, and portfolio construction

- Ability to advise on cash flow, liquidity events, and funding strategies

- Proficiency in designing retirement income strategies and tax-efficient withdrawal plans

- Ability to align financial planning with long-term client goals and market conditions

- Experience tailoring financial advice to the unique needs of affluent clients

**Core Competencies**

- All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

**Physical Demands**

- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

**Travel**

- Occasional travel to include overnight stay.

**Driving Requirements**

- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

**Compensation And Benefits**

This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 05/29/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Key Private Bank Wealth Planner

Unleashing the world's untapped human potential to accelerate AGI. Turing is at the forefront of AGI infrastructure, solving the human intelligence bottleneck and empowering enterprises to harness the power of generative AI—transforming complex data into actionable insights. From custom AI products to end-to-end deployment, our solutions and experts are dedicated to driving innovation and efficiency. Trusted by 1000+ companies including OpenAI, Google, and Meta. Join us in the AGI era and accelerate how businesses operate. Learn more at turing.com.

Seasoned software developers, AI engineers, business and research specialists, and others can join us in the AGI era at turing.com/jobs

Industry: Technology, Information and Internet
Company Size: 501-1,000 employees

Turing

**About Turing **

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L.

**Role Overview **

Turing is looking for Investment Banking professionals to work with our researchers to improve the performance of AI models. You will apply your expertise in M&A advisory, capital raising, financial modeling, and deal structuring to evaluate and train AI systems. If you enjoy solving complex problems in investment banking and are interested in shaping the future of AI in finance, please apply. No prior AI experience is required.

**What Does Day-to-Day Look Like **

- Evaluate LLM models on investment banking topics such as M&A deal analysis, LBO modelling, accretion/dilution analysis, and pitch book creation.

- Create rubrics to assess model capabilities on tasks like deal structuring, valuation (DCF, precedent transactions, comps), and due diligence assessments.

- Collaborate with AI researchers and fellow finance experts to shape training methods, evaluation strategies, and benchmarks.

**Requirements **

- 2+ years of experience in Investment Banking (e.g., M&A advisory, ECM, DCM, leveraged finance, or restructuring).

- Strong grasp of financial modelling, deal structuring, valuation methodologies, and corporate finance principles.

- Excellent English written communication.

**Bonuses (Not at All Necessary) **

- CFA (Level I/II/III) or MBA in Finance.

**Perks of Freelancing with Turing **

- Work on the cutting edge of AI and finance.

- Fully remote and flexible work environment.

- Competitive hourly compensation of ~$100+/hour depending on experience.

**Offer Details **

- Commitment: Flexible, 10–30 hrs/week.

- Duration: ~1 month, with the possibility of extension based on performance and project needs.

**After applying, you’ll receive a login link by email. Please complete your profile promptly so we can proceed with your application. **

**We’re actively hiring for this role. If you know exceptional talent, please refer them at turing.com/referrals and earn money for successful referrals. **

Remote Investment Banking Analyst ($100/hr) - 75404

Find Relationship Manager jobs with Savvy's AI Recruiter. Browse thousands of opportunities from top companies including remote positions. Our AI-powered system matches you with roles that fit your skills and experience.