RIA transitions / remote + travel
This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the “Apply” button and sending us your resume.
Salary: $85,000 - $120,000 per year
A bit about us:
Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services.
Why join us?
Organic growth opportunities.
Technology is part of the revenue driver of the organization so there is a focus to always utilizing the most cutting edge technologies.
Benefits:
Salary + bonus + equity
Unlimited PTO
Premium health, dental, and vision, HSA (with company contribution) and FSA
401(k) + company match
Job Details
As we continue to scale our network of partners we are looking for a Transitions Technology Specialist to support our network partners (RIAs) though the full lifecycle of their transition onto our platform. This encompasses pre-launch configuration to post-launch stabilization.
You are the go to person from a technology perspective for the network partners to ensure proper configuration, workflows, and recommendations are documented, and being the face onsite of the technology piece of the transition.
You bring experience with some of the following - Salesforce, Microsoft 365, SharePoint, Power Apps, Black Diamond, Addepar, eMoney, or MoneyGuide.
You are someone who thrives in fast paced environments with strong time management skills and the ability to handle multiple concurrent tasks.
You will be onsite working with the network partners for period of time pre and post launch. So expect approximately 20%-50% on a quarterly basis.
Interested in hearing more? Easy Apply now by clicking the “Apply” button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.
The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America or JPMorgan Chase among other leading organizations in the Baltimore area.
Are you eligible?
You can apply to Year Up United if you are:
What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
In-depth classes include:
Get the skills and opportunity you need to launch your professional career.
72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
The Opportunity:
When an organization has multiple moving parts in its processes, it can be difficult to critically examine them. To be more efficient and effective, it needs a business process spe cia list to learn its mission end-to-end and provide ways to change for the better. That’s why we need an experienced business process spe cia list like you who knows how to analyze every aspect of your customer’s operations and give them the steps to improve their process.
As a business process spe cia list on our team, you’ll analyze your client’s current operating environment and identify areas for improvement. You’ll facilitate discussions with leadership, analysts, and support staff to help refine your client’s definition of success and identify current f rus trations. You’ll design data collection plans, facilitate workshops, and communicate your research and illustrative analysis using your keen expertise and knowledge to help establish understanding and agreement from key stakeholders.
Using business process design thinking and continuous process improvement , you’ll provide your client with recommendations along with a firm grasp of the quantitative or qualitative results they can expect. This is your chance to grow experience while deepening your process improvement and project management skills.
Work with us as we help the nation’s warfighters evolve and win!
Join us. The world can’t wait.
You Have:
Nice If You Have:
Compensation
At Booz Allen, we celebrate your contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care. Our recognition awards program acknowledges employees for exceptional performance and superior demonstration of our values. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in Booz Allen’s benefit programs. Individuals that do not meet the threshold are only eligible for select offerings, not inclusive of health benefits. We encourage you to learn more about our total benefits by visiting the Resource page on our Careers site and reviewing Our Employee Benefits page.
Salary at Booz Allen is determined by various factors, including but not limited to location, the individual’s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability and organizational requirements. The projected compensation range for this position is $77,500.00 to $176,000.00 (annualized USD). The estimate displayed represents the typical salary range for this position and is just one component of Booz Allen’s total compensation package for employees. This posting will close within 90 days from the Posting Date.
Identity Statement
As part of the hiring process, we will ask you to complete an identity verification process that leverages advanced biometrics and artificial intelligence to ensure authenticity and protect against identity fraud. You are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud.
Candidate AI Usage Policy
AI is a part of our daily work at Booz Allen, and we are committed to the responsible and ethical use of AI tools. However, we want to ensure a fair candidate process based on your own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) or other tools to assist with responses during interviews (whether in-person or virtual) is prohibited unless permission is explicitly provided.
Work Model
Our people-first culture prioritizes the benefits of collaboration, whether it occurs in person or virtually. To support engagement and effective communication, employees working virtually are generally expected to have their cameras on during meetings.
Commitment to Non-Discrimination
All qualified applicants will receive consideration for employment without regard to disability, status as a protected veteran or any other status protected by applicable federal, state, local, or international law.
Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people – and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As the preeminent wine and spirits distributor, Southern Glazer’s isn’t just one of Forbes’ Top Private Companies; it’s a family-owned business with deep roots dating back to 1933.
Southern Glazer’s is proud of its well-earned positive reputation, continually achieving accolades for our outstanding workplace culture. We take pride in creating a culture where our people are valued, supported, and provided opportunities for growth and belonging.
As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.
By joining Southern Glazer’s, you would be part of a team that values excellence, innovation, and community. This is more than just a job – it’s an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.
The Benefits Accounting Analyst will be responsible for the accounting and administration of all benefits plans. This role will be responsible for all accounting, analytical and reporting tasks related to Benefits, COBRA, Life, Disability, Flexible Spending Account (FSA) and Health Savings Account (HSA).
A Bachelor’s Degree in Accounting, Human Resources, Finance or Business Related Field or equivalent working experience
Critical nature of this job may require extended hours
Minimum 3 years of comprehensive Accounting, analytical and reporting experience when it comes to Benefits Administration (union and non-union)
Experience in reviewing Contracts, Plan Documents, SPD’s, Union Collective Bargaining Agreements, reconciliation of union invoices and interface analytics
Ability to analyze large amounts of data. Identify and troubleshoot trends. Present trends to Management and Legal
Proven aptitude for analysis of data and creation of queries
Knowledge of finance and accounting practices, financial analysis and reporting
Knowledge of Benefits’ Administration and billing reconciliation processes
Knowledge of HRIS systems
Must be proficient in Microsoft Office. Working intermediate knowledge in Excel, v lookups and pivot tables
Southern Glazer’s Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant’s arrest and/or criminal conviction records. Southern Glazer’s Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer’s Wine and Spirits and do not reflect Southern Glazer’s pay bands or ranges.
If you have any questions or concerns about whether this posting complies/adheres with local pay transparency requirements, please contact the SGWS talent acquisition team at NationalTA@sgws.com
Finance Manager / high-growth, venture backed FP&A technology organization, TOP bonuses
This Jobot Job is hosted by: Jillian Morgan
Are you a fit? Easy Apply now by clicking the “Apply” button and sending us your resume.
Salary: $140,000 - $150,000 per year
A bit about us:
We are a high-growth, venture-backed FP&A technology and advisory platform partnering with middle-market and private equity-backed companies. Since launching, we’ve experienced rapid expansion and are on track for significant year-over-year growth.
Our model combines financial strategy, advanced modeling, and technology-driven execution to help companies gain real-time visibility into their performance and make better decisions faster. We operate in a fast-paced, entrepreneurial environment where team members have direct impact on both our clients and our internal product evolution
Discretionary bonuses in addition to base salary
Why join us?
Job Details
This is not a traditional Finance Manager position.
This role is a client-facing FP&A leader and implementation specialist responsible for owning financial modeling, cash flow forecasting, and strategic finance execution across multiple client engagements.
You will act as a CFO-lite partner, working directly with leadership teams while also remaining hands-on in building and refining financial models and processes.
What You’ll Do
Build and review:
Drive:
What You Bring
Required
6+ years of experience in:
Experience working with:
Preferred
Who You Are
How to Think About This Role:
This is a hybrid between a startup CFO-lite and a hands-on finance builder.
You will:
If you’re looking for a role where you can own, build, and influence - not just maintain - this is it.
Interested in hearing more? Easy Apply now by clicking the “Apply” button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot’s Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: