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capital management treasury senior analyst

Santander Consumer Bank

<div><b>It Starts Here:</b><p></p><p>
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what&rsquo;s possible. This is more than a strategic shift. It&rsquo;s a chance for driven professionals to grow, learn, and make a real difference.</p><p></p><p>
If you are interested in exploring the possibilities <b>We Want to Talk to You!</b></p><p></p><p><b>
The Difference You Make</b></p><p>
The Sr. Analyst, Treasury supports day-to-day operations in Capital Planning and provides senior analysis in support of operations.</p><p></p><p>
The team manages Risk Weighted Asset (RWA) and capital generation forecasting under US GAAP and IFRS, including monthly, quarterly, and year-end forecasts communicated regularly to the CFO and CEO. The role works closely with business finance partners to support the 3-year plan and budget for capital generation and RWA.</p><p></p><p><b>
Position Summary</b></p><p>
This role supports US GAAP and IFRS capital and RWA forecasting, monitors and forecasts key ratios, and investigates drivers of changes in capital using databases/SQL and large datasets. Strong MS Excel and SQL skills are required; Power BI is a plus.</p><p></p><ul><li><p>
Execute day-to-day operations in Management Processes</p></li><li><p>
Validate accuracy of internal financial and operational reporting</p></li><li><p>
Perform variance, reconciliation, and forecasting analysis of key financial data</p></li><li><p>
Monitor key ratios</p></li><li><p>
Ensure adherence to established standards and risk limits</p></li><li><p>
Execute and report on SOX controls to support a strong internal control environment</p></li><li><p>
Perform required accounting entries and reporting</p></li><li><p>
Ensure treasury policies, practices, and procedures are followed</p></li><li><p>
Communicate effectively with internal stakeholders</p></li></ul><p></p><p><b><br>
What You Bring:</b><br>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><p></p><p><b><br>
Education:</b></p><p>
Bachelor's Degree: Finance, Economics, Business or equivalent field. - Required.</p><p></p><p><b>
Professional Experience:</b></p><p>
3+ Years Financial planning, analysis or related experience - Required<br>
3+ Years Experience in Capital Management</p><p></p><p><b>
Language:</b></p><p>
English &ndash; Required</p><p></p><p><b>
Hard Skills:</b></p><ul><li><p>
Excellent analytical skills</p></li><li><p>
Excellent organizational skills</p></li><li><p>
Strong project management skills</p></li><li><p>
Detail oriented with ability to research, organize and analyze financial data</p></li><li><p>
Advanced in MS Word, MS Excel, SQL, Power BI, MS Outlook, and working with large sets of data</p></li></ul><p></p><p><b>
Soft Skills:</b></p><ul><li><p>
Ability to work well within a team</p></li><li><p>
Ability to prioritize tasks and handle numerous assignments simultaneously</p></li><li><p>
Ability to convey a sense of urgency and drive</p></li><li><p>
Strong verbal and written communication skills in interacting with internal stakeholders</p></li><li><p>
Strong interpersonal skills</p></li><li><p>
Customer service skills</p></li></ul><p></p><p><b><br>
Certifications:</b></p><ul><li><p>
CTP : (Certified Treasury Professional) - Preferred.</p></li></ul><p></p><p><b><br>
It Would Be Nice For You To Have:</b></p><ul><li><p>
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.</p></li><li><p>
Experience in Microsoft Office products.</p></li></ul><p></p><p><b>
What Else You Need To Know:</b></p><p>
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.</p><p></p><p><b>
Base Pay Range:</b></p><p>
Minimum:</p>
$61,875.00 USD<div><div><div><div><div><div><div><p>
Maximum:</p></div></div></div></div></div></div></div>
$100,000.00 USD<p></p><p><b><br>
We Value Your Impact:</b></p><p>
Your contribution matters and it&rsquo;s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)</p><p></p><p><b>
Risk Culture:</b></p><p>
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.</p><p></p><p><b><br>
EEO Statement:</b></p><p>
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.<br>
<br>
<b>Working Conditions:</b></p><p>
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.<br>
<br>
<b>Employer Rights:</b></p><p>
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.</p><p></p><p><b>
What</b><b> To Do Next</b><b>:</b></p><p>
If this sounds like a role you are interested in, then please apply.</p><p></p><p>
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.</p></div>

Capital Management, Treasury – Senior Analyst

Appex Innovation

<p>We have a job opportunity as a <b>Guidewire Business Analyst (Policy/Billing/Claim) with our partner in Boston, MA (Hybrid).</b></p><p><b>Role Overview</b><br/>As a Guidewire Business Analyst, you will be the vital link between our insurance business units and the technical delivery team. You will be responsible for eliciting requirements, defining business rules, and designing functional solutions within the Guidewire InsuranceSuite (PolicyCenter, BillingCenter, or ClaimCenter).<br/>Working in our Boston-based Agile lab, you will help modernize our core systems by translating complex underwriting, billing, or claims workflows into clear, actionable user stories for our developers.</p><p><b>Key Responsibilities</b></p><ul><li>Requirement Elicitation: Conduct workshops with underwriters, adjusters, and finance leads to capture &quot;as-is&quot; and &quot;to-be&quot; business processes.</li><li>Functional Design: Map business requirements to out-of-the-box (OOTB) Guidewire capabilities, performing Gap Analysis to identify where custom configuration or integration is required.</li><li>User Story Stewardship: Author detailed User Stories and Acceptance Criteria in Jira, ensuring they meet the &quot;Definition of Ready&quot; for the sprint team.</li><li>UI/UX Collaboration: Work with developers to design Screen Configurator (PCF) mockups and ensure a seamless user journey using the Jutro Design System.</li><li>Product Backlog Management: Assist the Product Owner in prioritizing the backlog based on business value, regulatory deadlines, and technical dependencies.</li><li>UAT Leadership: Lead User Acceptance Testing (UAT) sessions, coordinate bug triaging, and ensure the final product meets the high standards of our Boston-based stakeholders.</li></ul><p><b>Technical &amp; Domain Qualifications</b></p><p><b>Required:</b></p><ul><li>8+ years as a Business Analyst, with at least 5 years specifically on the Guidewire platform.</li><li>Deep functional knowledge of at least one core module: PolicyCenter, BillingCenter, or ClaimCenter.</li><li>Proven experience with Guidewire Cloud (specifically the &quot;Resort&quot; releases: Niseko, Olos, etc.).</li><li>Strong understanding of P&amp;C Insurance concepts (e.g., Quoting, Bound, Endorsements, Subrogation, or Statutory Reporting).</li><li>Expertise in Agile/Scrum methodologies and tools like Jira and Confluence.</li></ul><p><b>Preferred:</b></p><ul><li>Guidewire Business Analyst Certification.</li><li>Experience with Inland Marine, Workers' Comp, or Commercial Auto lines of business.</li><li>Familiarity with Guidewire Digital Portals or Explore for data analytics.</li></ul><p><b>Soft Skills for the Boston Market</b></p><ul><li>Communication: Ability to facilitate high-stakes meetings with executive leadership in the Boston insurance hub.</li><li>Negotiation: Skilled at managing &quot;scope creep&quot; by steering stakeholders toward OOTB Guidewire features to reduce long-term maintenance costs.</li><li>Analytical Thinking: Capacity to visualize how a single change in PolicyCenter impacts downstream systems like BillingCenter or DataHub.</li></ul><p>Pay: $50.00 - $55.00 per hour</p><p>Work Location: Hybrid remote in Boston, MA 02133</p>

Guidewire Business Analyst

Berkshire Hathaway Specialty Insurance

<div><div><b>Who are we?</b></div><div></div><div><br>
A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway&rsquo;s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character.</div><div></div><div><br>
We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world?</div><div></div><div><br>
Learn more about our unique culture and history.</div><div></div><div><b><br>
Job Opportunity:</b></div><div></div><div><br>
Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for a new team member to join our Boston-based IT Governance Risk Audit and Compliance (GRAC) team as a Senior IT Compliance Analyst. In this role, the IT Senior Compliance Analyst will take an active role in the execution of our IT audit and compliance framework, while collaborating closely with both internal and external partners. This position offers the chance to make a significant impact, working with external global regulators and collaborating with internal regional legal and compliance leaders across regions from an enterprise-wide vantage point. If you're passionate about driving meaningful change, growing your career, and helping lead an evolving global IT audit and compliance program, we&rsquo;re interested in speaking with you.</div><div></div><div><b><br>
Duties &amp; Responsibilities:</b></div><div></div><div><br>
<ul><li>
Lead in executing IT audit/compliance activities, and follow up with responsible parties regarding outstanding requests, and/or questions.</li><li>
Maintain, organize, and store audit evidence in preparation for upcoming scheduled audits.</li><li>
Conduct audit readiness assessments (i.e., health checks) and assess the effectiveness of current controls and processes in place.</li><li>
Lead in developing, implementing, and executing additional internal IT audit/compliance activities.</li><li>
Coordinate with team members regarding the remediation status of closing out identified audit gaps and ensuring compensating controls are implemented.</li><li>
Review third-party service providers/vendors as part of IT due diligence, including assessing vendor control environment, reviewing SOC reports (i.e., SOC 2 type 2 reports), validating security certifications, identifying control gaps, and ensuring required remediation or compensating controls.</li><li>
Analyze and support compliance with global IT regulatory authorities (i.e., GDPR, CBI, DORA, MAS, APRA, BAFIN, etc.) and coordinate with individuals to ensure controls are in place to meet requirements.</li><li>
Provide support to our offices from both a U.S. and global perspective (i.e., Asia, Middle East, UK, Europe, Australasia, etc.) regarding the fulfillment of external audit requests and obligations.</li><li>
Attend/participate in e-learning training sessions to increase background knowledge of the ever-evolving IT regulatory landscape.</li><li>
Support in AI risk and governance oversight to ensure responsible and compliant use of AI technologies.</li></ul></div><div></div><div><b><br>
Qualifications, Skills and Experience:</b></div><div></div><div><br>
<ul><li>
6+ years of experience working in an IT audit/compliance function with a general understanding (at minimum) in several of the IT audit/compliance topics listed below:</li><li>
Active Directory, password standards, user access provisioning/deprovisioning, user access reviews, change management, batch jobs/backups, disaster recovery, service accounts, patch management, risk assessment.</li><li>
Software development and IT operations knowledge to assess the planning and ongoing maintenance of DevSecOps practices and Application security.</li><li>
Knowledge of cloud governance, cloud technology and cloud security is a plus.</li></ul></div><div><ul><li>
Solid background knowledge of US domestic IT regulations (i.e., SOX, CCPA, PCI, NY-DFS etc.) is recommended.</li><li>
Familiarity with global regulatory frameworks (e.g., GDPR, CBI, DORA, MAS, APRA, BaFin) is preferred but not required.</li><li>
Ability to work in a team-based environment and communicate effectively and efficiently with others domestically and globally.</li><li>
Experience with GRC tools such as Workiva, AuditBoard, ServiceNow, Drata, Vanta, or similar platforms is a plus.</li><li>
AI experience is a plus, including an understanding of AI risks, responsible AI concepts, or emerging AI regulatory requirements.</li><li>
Professional certifications such as CRISC, CISA, CISM, CISSP, or ISO/IEC 27001 Lead Implementer/Lead Auditor (or equivalent) are a plus.</li></ul></div><div></div><div><b><br>
BHSI Offers:</b></div><br>
<div></div><ul><li>
A competitive package and exciting growth opportunities for career-oriented teammates.</li><li>
A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates and our other stakeholders.</li><li>
A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework.</li><li>
Benefits that support your life and well-being, which include:<ul><li>
Comprehensive Health, Dental and Vision benefits.</li><li>
Disability Insurance (both short-term and long-term).</li><li>
Life Insurance (for you and your family).</li><li>
Accidental Death &amp; Dismemberment Insurance (for you and your family).</li><li>
Flexible Spending Accounts.</li><li>
Health Reimbursement Account.</li><li>
Employee Assistance Program.</li><li>
Retirement Savings 401(k) Plan with Company Match.</li><li>
Generous holiday and Paid Time Off.</li><li>
Tuition Reimbursement.</li><li>
Paid Parental Leave.</li></ul></li></ul><div></div><div><i><br>
The base salary range for this position in Boston is $95,000.00 to $125,000.00, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates &ndash; both their capabilities and character &ndash; as demonstrated by our amazing culture.</i></div><div></div><div><br>
NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.</div></div>

Senior IT Compliance Analyst

TA Associates

<div>
 <p>
  <strong>
   Company Background
  </strong>
 </p>
 <p>
  TA is a leading global private equity firm focused on scaling growth in profitable, high-quality companies. Investing as either a majority or minority investor, we work collaboratively with founders and management teams at our portfolio companies to help accelerate growth and deliver lasting shareholder value. To date, TA has invested in more than 560 companies across our five target industries &ndash; technology, healthcare, financial services, consumer and business services. We believe that our deep sector knowledge, investment experience and strategic value-add capabilities provide the firm with an edge in identifying and creating value for our companies. Our global team of more than 300 employees, which includes over 170 experienced investment professionals, Strategic Resource Group and Capital Markets Group team members, are based in Boston, Menlo Park, Austin, London, Mumbai, and Hong Kong. Since TA&rsquo;s founding in 1968, the firm has raised $65 billion in capital. More information about TA can be found at www.ta.com.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Position Overview:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  This Assistant will provide administrative support to TA&rsquo;s Events and Communications Teams. This person will have a high degree of organization, flexibility, polish and reliability. This position requires excellent judgement to properly prioritize multiple, and potentially competing demands, in a fast-paced and rapidly growing environment. The Assistant must have strong attention to detail and a focus on high-quality and timely delivery of their responsibilities with minimal oversight.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Administrative Responsibilities
   </u>
  </strong>
 </p>
 <ul>
  <li>
   Schedule meetings/calls using Outlook and Zoom, including arranging conference rooms, equipment, refreshments and other logistics, as needed
  </li>
  <li>
   Book travel arrangements including flight reservations, hotel accommodations, car service, etc. (domestic &amp; international)
  </li>
  <li>
   Submit and track important and sensitive documents in coordination with legal and compliance protocols (contracts, addendums, NDAs, etc.)
  </li>
  <li>
   Maintain inventory for both teams
  </li>
  <li>
   Track and distribute TA branded supplies, stationery and gifts to TA offices and outside parties
  </li>
  <li>
   Manage general office duties &ndash; copying, scanning, filing, coordinating visitors, as needed
  </li>
  <li>
   Process high volume of invoices and reimbursements, interfacing directly with external vendors and internally with the TA Corporate and Fund Finance teams; maintain team's budget tracking
  </li>
  <li>
   Set up new vendors in the TA payment system and maintain database of payment records
  </li>
  <li>
   Track payment schedules for all contracts / add to calendar for team members
  </li>
  <li>
   Manage expense reports for all Communications and Events team members
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Team-Specific Support
   </u>
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <em>
   EVENTS:
  </em>
 </p>
 <ul>
  <li>
   Printing of event materials for firmwide events (e.g., name badges, tent cards, escort cards)
  </li>
  <li>
   Mailbox management for shared TA Events email address, ensuring inquiries are responded to within 24 hours and emails are filed and organized
  </li>
  <li>
   Manage packing, shipping and courier for all events and limited pre-event setup
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <em>
   COMMUNICATIONS:
  </em>
 </p>
 <ul>
  <li>
   Save, organize, and track Communications collateral (press releases, announcements, presentations, visual assets), including drafts, feedback, and approvals in coordination with Compliance
  </li>
  <li>
   Maintain Firm&rsquo;s database of visual assets, including headshots, photography and video content
  </li>
  <li>
   Support TA intranet maintenance, including posting approved materials, organizing content, and archiving items
  </li>
  <li>
   Off-hours assistance and ad hoc projects as needed
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Qualifications and Characteristics of an Outstanding Performer:
  </strong>
 </p>
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  <li>
   Bachelor&rsquo;s degree with strong academic credentials
  </li>
  <li>
   2+ years of relevant post-undergraduate experience
  </li>
  <li>
   Proficiency in Microsoft Office suite, particularly Excel and PowerPoint
  </li>
  <li>
   Understanding of financial services and/or alternative asset management industry is a plus
  </li>
  <li>
   Strong writing, verbal and in-person communication skills
  </li>
  <li>
   Ability and willingness to learn and effectively utilize new skills and technology
  </li>
  <li>
   Highly organized and detail-oriented, with the ability to plan and manage tasks with minimal oversight
  </li>
  <li>
   A self-starter with a positive attitude, strong work ethic and entrepreneurial drive that can work autonomously and collaboratively
  </li>
  <li>
   Demonstrated commitment to team camaraderie and engagement
  </li>
  <li>
   Personal characteristics of warmth, maturity, integrity, collegiality and self-confidence
  </li>
 </ul>
</div>


Administrative Assistant

Forward Financing

<div><p>Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work, Forward is investing in its employees, technology, and customer experience &ndash; with long-term success in mind every step of the way.</p><p></p><p>
As a <b>Funding Specialist</b>, you will help push deals across the finish line by quickly learning our industry and process. You will be the point person to keep the wheels of the group moving. You will work with our Channel partners, ISOs, who connect us with the small businesses seeking working capital. You will learn the ins and outs of the small business financing sector, and what sets Forward Financing apart: reputation, transparency, speed, and most importantly, our people.</p><p></p><p>
The ideal candidate should possess a customer-focused mindset, strong organizational and communication skills, and the ability to manage a large and fast-moving sales cycle. They should be proactive, analytical, and capable of working in a fast-paced environment to achieve monthly sales goals.</p><p></p><h2 class="jobSectionHeader"><b>
In this role you will:</b></h2><ul><li><p>
Oversee and advance deals through each stage of the funding funnel, collaborating cross-functionally to eliminate bottlenecks, maintain momentum, and achieve daily funding and conversion targets with precision and speed.</p></li><li><p>
Work and communicate with ISO sales reps and decision makers to fund opportunities.</p></li><li><p>
Proactively reach out to ISO sales reps to attempt to win deals through exceptions to deal terms.</p></li><li><p>
Provide excellent customer service to our ISO partners; taking responsibility to resolve issues and build trust while creating a sense of urgency in a fast-paced, transactional sales environment.</p></li><li><p>
Effectively collaborate with the underwriting team to drive profitable volume.</p></li><li><p>
Manage the flow of deal requirements and help to keep the sales pipeline moving along in a timely manner.</p></li><li><p>
Problem-solve with internal teams to figure out opportunities for process improvement.</p></li><li><p>
Act with urgency to ensure timely responses to requests both internally and externally.</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Why you should apply:</b></h2><ul><li><p>
Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.</p></li><li><p>
Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that&rsquo;s from home, in the office, or a combination of both) with flexible hours.</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Role Requirements:</b></h2><p>
(Even if you don&rsquo;t check every box, but see yourself contributing, please apply.)</p><ul><li><p>
Bachelor&rsquo;s degree preferred.</p></li><li><p>
2+ years of experience in a sales, deal desk, or related role.</p></li><li><p>
Experience handling a high volume of inbound and outbound calls, emails, texts and chats. Experience with a high volume of short sales cycle deal management.</p></li><li><p>
Experience being held to task volume and response time metrics.</p></li><li><p>
Excellent verbal and written communication skills.</p></li><li><p>
Proactive, with excellent time management, organizational, and prioritization skills.</p></li><li><p>
Top notch phone etiquette - working with internal and external partners.</p></li><li><p>
Strong customer service skills and ability to successfully manage difficult conversations and objections.</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Compensation:</b></h2><p><b>
Hourly Rate:</b> $32.69 &ndash; $36.06 USD</p><p><b>
Monthly Variable:</b> You have the potential to earn an additional <b>$1,200 USD per month</b> in variable compensation. The final payout of variable compensation is determined by achievement of performance metrics.</p><p></p><p>
At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based<i> </i>approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.</p><p></p><p>
Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role.</p><p></p><p><b>
Total Rewards:</b></p><p>
Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.</p><p></p><p>
Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.</p><p></p><p>
When we aren&rsquo;t collaborating to drive business and support our customers, we&rsquo;re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!</p><p></p><h3 class="jobSectionHeader"><b>
Forward Financing Core Values:</b></h3><ul><li><p>
Drive the Mission - We believe in financial opportunity for underserved small businesses. We say &ldquo;yes&rdquo; when others say &ldquo;no.&rdquo;</p></li><li><p>
Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.</p></li><li><p>
Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.</p></li><li><p>
Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday&rsquo;s best.</p></li></ul><p></p><p><b>
About Us:</b></p><p>
Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day &ndash; giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.</p><p></p><p>
Since 2012, Forward has expanded access to capital by providing over $4.5 billion in funding to more than 87,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.6 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.</p><p></p><p><b>
US Equal Opportunity Employment Information</b></p><p>
Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we&rsquo;re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.</p><p>
California Employee Privacy Policy</p><p></p><p>
Compensation Range: $67K - $75K</p></div>

Funding Specialist

Wellington Management

<div></div><div><div>About Us</div><div></div><div>
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.</div><div></div><div>
About the Role</div><div></div><div>
Based in Boston, the Manager, Americas Client Service Operations will be part of the global Client Service Operations (CSO) team. This role is within the larger &lsquo;Client Operations&rsquo; group, which aims to foster a robust risk culture while enhancing our global support model to provide excellent service to both internal and external stakeholders. The Manager will play a central role supporting the Americas Institutional and Americas Wealth business lines, working closely with Global Operations, Trading, Portfolio Implementation, and the broader infrastructure platform to deliver best-in-class operational support and solutions.</div><div><br>
The Manager US Client Operations is a strategic leader responsible for overseeing the delivery of exceptional client service across the organization. This role ensures operational excellence, consistency and scalability while continuously enhancing the client experience. The Manager has line management responsibilities for operational servicing personnel in the region, leads cross-functional initiatives, manages third-party vendors, and partners with regional leaders to establish a unified global service model. With a focus on process improvement, performance management, and client satisfaction, this role is critical to driving retention and long-term growth. The ideal candidate will be driven, possess strong people and project management skills, and demonstrate the ability to communicate effectively at all levels of seniority.</div><div></div><div>
KEY RESPONSIBILITIES</div><ul><li><div>
Lead and manage the client operations organization, including daily operational support, issue resolution, and ongoing client communications.</div></li><li><div>
Partner with regional client operations leaders to build and maintain a consistent global client servicing model, ensuring alignment on standards, processes, and best practices</div></li><li><div>
Establish and monitor service level agreements (SLAs) and key performance indicators (KPIs) to ensure excellence in client support.</div></li><li><div>
Develop and implement scalable processes that enhance the client experience while improving internal efficiency.</div></li><li><div>
Analyze trends in client issues and feedback to inform product and process improvements.</div></li><li><div>
Collaborate with cross-functional leaders (Client Platform, Investment Platform, Infrastructure Platform) to resolve complex client challenges, anticipate evolving needs, and deliver scalable, client-centric outcomes.</div></li><li><div>
Mentor and develop a high-performing, client-focused team.</div></li><li><div>
Manage budgets and relationships with third-party providers to ensure quality, compliance, and alignment with client service standards.</div></li><li><div>
Serve as a senior point of escalation for high-impact client concerns.</div></li></ul><div></div><div>
REQUIREMENTS</div><ul><li><div>
10+ years of experience in client operations, investment operations, or related field, with at least 5 years in a leadership role.</div></li><li><div>
Proven success building and scaling teams in a fast-paced environment.</div></li><li><div>
Proven track record of leading transformation and continuous improvement efforts, including redesigning processes, improving service models, and driving measurable efficiency and client experience gains.</div></li><li><div>
Excellent organizational, communication, and leadership skills.</div></li><li><div>
Strong analytical and problem-solving abilities.</div></li><li><div>
Experience managing third-party service providers or outsourced teams, including contract oversight, SLA adherence, and performance reviews.</div></li></ul><div></div><div>
Not sure you meet 100% of our qualifications? That&rsquo;s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.</div><div></div><div><i>
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to </i><i>r</i><i>ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic</i><i> protected by applicable law</i><i>.</i><i> If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at </i><div><i>GMWTalentOperations@wellington.com</i></div><i>.</i></div><div></div><div>
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:</div>
USD 120,000 - 225,000<div><div>
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.</div></div><div></div><div><div><br>
Base salary is only one component of Wellington&rsquo;s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)</div><div></div><div>
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.</div></div></div>

Manager, Americas Client Service Operations

Amazon Web Services

<div><h2 class="jobSectionHeader"><b>DESCRIPTION</b></h2><div>
Are you passionate about innovation in Generative AI and Machine Learning? Do you have the technical skills in cloud software development to support organizational capabilities at AWS? Do you enjoy collaborating on projects, creating demos, and developing sample code that inspires customers? Join the AWS Product Marketing Demo Engineering team as a Builder Solution Architect!<br>
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Key job responsibilities<br>
<ul><li>Design and implement production-quality technical demonstrations for service launches, events, sales enablement, and experiential activations across AWS services.</li><li>Develop high-quality code artifacts including demos, sample code, and starter projects.</li><li>Support responses to critical analyst evaluations such as Gartner Magic Quadrant and Forrester Wave assessments.</li><li>Contribute to demo standards and best practices, collaborating with team members to maintain bar-raising quality in project structure, coding, and testing.</li><li>Partner with field teams, GTM teams, service teams, and cross-functional stakeholders to understand use cases and develop demonstration solutions.</li><li>Share knowledge through internal forums, AWS blogs, and reference architectures; contribute to enablement materials that help teams integrate AWS solutions into customer architectures.</li></ul><br>
About the team<br>
The AWS Product Marketing Demo Engineering team is at the forefront of showcasing AWS's transformative impact on customers and industries. We create high-quality technical demonstrations that inspire, from CEO keynote demos at re:Invent to immersive experiential activations at major industry conferences and trade shows. We create production-quality demos for AWS's highest-priority and most visible product launches&mdash;spanning generative AI, agentic solutions, and critical infrastructure.<br>
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As a Demo Engineering SA, you'll work on innovative projects, collaborating with team members to create showcases for new products and features. You'll apply your software development skills to tackle projects with ambiguous problem statements, moving quickly as you work with field team stakeholders to develop use cases and solutions. You should be comfortable learning new concepts and tools quickly and contributing across different levels of the technology stack.<br>
About AWS<br>
Diverse Experiences<br>
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn&rsquo;t followed a traditional path, or includes alternative experiences, don&rsquo;t let it stop you from applying.
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Why AWS?<br>
Amazon Web Services (AWS) is the world&rsquo;s most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating &mdash; that&rsquo;s why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.<br>
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Inclusive Team Culture<br>
Here at AWS, it&rsquo;s in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness.<br>
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Mentorship &amp; Career Growth<br>
We&rsquo;re continuously raising our performance bar as we strive to become Earth&rsquo;s Best Employer. That&rsquo;s why you&rsquo;ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
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Work/Life Balance<br>
We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there&rsquo;s nothing we can&rsquo;t achieve in the cloud.
</div><h2 class="jobSectionHeader"><b>BASIC QUALIFICATIONS</b></h2><ul><li>8+ years of specific technology domain areas (e.g. software development, cloud computing, systems engineering, infrastructure, security, networking, data &amp; analytics) experience</li><li>3+ years of design, implementation, or consulting in applications and infrastructures experience</li><li>10+ years of IT development or implementation/consulting in the software or Internet industries experience</li><li>Experience with Cloud platforms (preferably AWS), database systems (SQL and NoSQL), AI tools for development productivity, contributing to open-source projects, and/or version control systems</li><li>Experience in written and verbal communication skills to communicate with technical and non-technical audiences, including senior leadership</li></ul><h2 class="jobSectionHeader"><b>
PREFERRED QUALIFICATIONS</b></h2><ul><li>5+ years of infrastructure architecture, database architecture and networking experience</li><li>Experience working with end user or developer communities</li><li>Experience conveying complex technical concepts to both technical and business audiences</li><li>Knowledge of presentations and whiteboarding skills with a high degree of comfort speaking with internal and external executives, IT management, and developers</li></ul><br>
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.<br>
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Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company&rsquo;s reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.<br>
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Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.<br>
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Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner.<p><br>
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.</p><br>
USA, CA, San Francisco - 176,600.00 - 239,000.00 USD annually<br>
USA, CA, Santa Clara - 176,600.00 - 239,000.00 USD annually<br>
USA, MA, Boston - 153,600.00 - 207,800.00 USD annually<br>
USA, NY, New York - 169,000.00 - 228,600.00 USD annually<br>
USA, VA, Arlington - 153,600.00 - 207,800.00 USD annually<br>
USA, WA, Seattle - 153,600.00 - 207,800.00 USD annually</div><p></p>

Sr Builder Solution Architect, AWS Product Marketing Demo Engineering

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