Team Environment

Team Environment Finance Jobs

314 jobs found

19d ago

Senior Team Manager, Trust Administration

Charles Schwab Wilmington, DE Hybrid

Wilmington, DE

19d ago

$130k - $170k/yr Full time Manager Senior Administration

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Job Description

Benefits and culture

Charles Schwab offers a role that blends collaborative in-office engagement with flexible work options in a hybrid setup based in Wilmington, Delaware. The position carries a competitive salary range of USD 130,000 to USD 170,000 per year. You’ll join a culture that prioritizes trust, continuous learning, and meaningful work, with a focus on supporting your development and work‑life balance through a robust benefits program.

This opportunity centers on impactful client service, regulatory compliance, and relationship building with registered investment advisors and trust beneficiaries. The environment emphasizes teamwork, mentorship, and professional growth, with a clear path to lead a skilled Trust Administration team in serving high‑touch personal trusts.

Responsibilities

Lead, mentor, and coach a team of Trust Officers and Senior Trust Officers to administer accounts in line with laws, regulations, and internal procedures.
Personally manage an assigned book of complex or high‑touch personal trust accounts.
Interpret governing documents to ensure each trust is administered per its terms, whether in the team’s book or individual assignments.
Maintain high client service levels by researching and responding promptly to registered investment advisors and trust beneficiaries, including escalations from team members.
Prepare and present discretionary memorandums for review and approval by the Discretionary Distributions Committee, while mentoring others in the process.
Generate Distribution Memorandums and other directed distribution documentation for review by Tax, Legal, and the Managing Director, guiding the team through the process.
Issue termination notices for terminating trusts to the Trust Administration Committee and handle related processes, mentoring team members on notice requirements.
Oversee proper administration and accounting for special asset inventory within the assigned accounts, coaching peers as needed.
Coordinate with Schwab business partners for client research and service enhancements, recommending system and procedural improvements.
Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals about current and prospective trusts on assigned books or upon escalation.
Conduct Post Acceptance and Annual administrative account reviews for assigned accounts.
Participate in special projects as needed and provide training and support to the Administrative Team in coordination with the Managing Director.

Requirements

Minimum 10 years of experience in personal trust administration.
Bachelor’s degree or higher; CTFA preferred, or equivalent work experience.
Solid knowledge of trust administration principles; practical experience with Delaware‑law governed trusts is a plus.
Strong organizational abilities with the capacity to manage multiple priorities while maintaining quality and accuracy.
Excellent interpersonal and communication skills, capable of conveying information clearly to diverse stakeholders.
Highly motivated self-starter with a proactive approach to problem solving.

Benefits

401(k) with company match and an Employee Stock Purchase Plan.
Paid time off for vacation and volunteering, plus a 28‑day sabbatical after every five years of service for eligible roles.
Paid parental leave and family-building benefits.
Tutition reimbursement.
Health, dental, and vision insurance.

Position type

Regular

Your opportunity

The Senior Team Manager role centers on developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other stakeholders for a book of business that includes large family relationships and key advisor connections via the Charles Schwab Trust Company of Delaware. You will lead a Personal Trust Administrative Team and ensure compliance across accounts. Applicants must be authorized to work in the United States on a full‑time basis without employer sponsorship.

What’s in it for you

Schwab supports your career growth with meaningful work, ongoing learning, and a culture built on trust and collaboration. The hybrid work model balances flexibility and in‑person collaboration, reinforcing client service and teamwork. The benefits package is designed to address both current needs and long‑term goals, helping you build a durable foundation for your professional life.

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20d ago

AVP, Annuity Risk Management and Pricing

Constellation Cincinnati, OH

Cincinnati, OH

20d ago

$144k - $180k/yr Full time Python Annuities AVP

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Job Description

As AVP, Annuity Risk Management and Pricing, you will lead the risk oversight and pricing strategy for Constellation's annuity portfolio, with a focus on Variable Annuities and Registered Index-Linked Annuities. This onsite role is based in Cincinnati, OH, offering a competitive salary in the USD 143,859 to 179,836 per year range.

Summary

Take ownership of the risk management and pricing approach for the annuity product line, emphasizing Variable Annuities (VA) and Registered Index-Linked Annuities (RILA). Drive collaboration across actuarial, financial, and market-facing teams to sustain profitability and risk control.

Responsibilities

Lead pricing and risk governance for VA and RILA products, including model development, assumption setting, and profitability analysis.
Steer the design, development, and governance of actuarial and financial models used in pricing and risk management.
Perform stress testing, scenario analysis, and sensitivity testing to evaluate market and policyholder risks.
Partner with investments and hedging teams to support risk mitigation and asset-liability management strategies.
Provide input throughout the product development and approval lifecycle.
Develop tools, analytics, and processes to improve modeling efficiency and informed decision-making.
Communicate complex actuarial and financial insights to senior leadership and non-technical stakeholders.
Lead and mentor actuarial and quantitative team members, promoting technical growth and collaboration.

Requirements

Bachelor's degree in actuarial science, mathematics, statistics, financial engineering, or a related field.
ASA required; FSA strongly preferred.
8+ years of experience in actuarial, risk management, or annuity-related roles.
Strong expertise in annuity products, particularly VA, RILA, and/or FIA.
Experience with actuarial modeling platforms, with AXIS preferred or similar tools.
Proficiency in programming and data analysis (e.g., Python, C++, MATLAB, or similar).
Solid understanding of financial markets and their impact on annuity products.
Ability to manage multiple priorities in a fast-paced environment.
Excellent communication skills with the ability to convey complex concepts clearly.

Technologies

AXIS
Python
C++
MATLAB
SQL

Benefits

Competitive compensation aligned with market standards.
Healthcare coverage including medical, dental, and vision from day one.
Company-paid life insurance for you and eligible dependents.
401(k) plan with employer matching contributions.
Paid parental leave and reimbursement for adoption and surrogacy expenses.
Flexible time-off policies to support work-life balance.
Dress for your day flexibility to accommodate personal style.
Inclusive culture that values diverse contributions.
Flexible work options including remote, hybrid, and onsite opportunities across the U.S.
Programs focused on well-being to support work-life balance.
Community connections through virtual and in-person engagement and growth resources.

Preferred

Experience with hedging strategies, derivatives, and capital markets as applied to annuity guarantees.
Knowledge of regulatory and capital frameworks (e.g., statutory valuation, VM-21, CTE metrics).
Experience working with large datasets and databases (SQL).
Prior leadership or managerial experience.

Compensation

Salary range: USD 143,859 to 179,836 per year.

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20d ago

Financial Professional/Fast Track to Management

New York Life Insurance Company Horsham, PA

Horsham, PA

20d ago

$100k - $250k/yr Full time MBA Advisor Business Development

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Job Description

The Fast Track to Management program at New York Life Insurance Company accelerates high-potential financial professionals into leadership roles through client-focused planning that encompasses insurance, retirement, and investment strategies.

Responsibilities

Build and maintain long-term client relationships, guiding them through financial planning, insurance, retirement, and investment strategies.
Conduct comprehensive financial needs analyses and craft customized solutions aligned with client goals.
Grow the client base through networking, referrals, and community engagement.
Continuously expand knowledge of financial products and current market trends.
Mentor and guide junior financial professionals as part of the management track.
Meet sales goals and performance metrics required for consideration on the management track.
Participate in professional development and leadership training initiatives.

Requirements

Bachelor's degree preferred; advanced degrees or certifications (e.g., MBA, CFP, ChFC) are a plus.
Proven success in sales, finance, management, or related fields.
Strong interpersonal and communication skills.
Goal-oriented with the ability to thrive in a performance-based environment.
Prior leadership experience or clear leadership potential.
Life and Health Insurance licenses or willingness to obtain.
Series 6/7 and 63/66 FINRA registrations or willingness to obtain.

Ideal Candidate Attributes

Entrepreneurial mindset with the drive to build a business and a team.
Self-disciplined and organized with a strong work ethic.
Passion for leadership, mentorship, and personal development.
Integrity and commitment to delivering exceptional client service.
Bilingual candidates are encouraged to apply.

Fast Track to Management

A structured path to a management role within 24 months.
Access to leadership development training and resources.
Opportunity to recruit, train, and lead a team of financial professionals.

Compensation and Benefits

Competitive base pay with commission-based earnings.
Medical, dental, and vision benefits.
401(k) and pension plan.
Expense allowances.
Professional development support.

Benefits

Flexible schedule.
Health insurance.
Paid time off.
Parental leave.
Tuition reimbursement.
Vision insurance.
Dental insurance.
401(k) matching.

Ability to Commute

On-site in Horsham, PA 19044 is required.

Work Location

In person

Job Type

Full-time

Pay

Salary: USD 100,000 - 250,000 per year

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20d ago

Part-Time Finance Advisor / CFO-Level Support (Real Estate)

Home Offer 365 Lancaster County, PA

Lancaster County, PA

20d ago

$40 - $45/hr Full time Accounting Advisor Budgeting

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Job Description

Part-time Finance Advisor providing CFO-level financial oversight across a multi-state real estate investment company, with a focus on enhancing financial visibility, dashboards, KPIs, cash flow, and deal-level financials (flip vs buy-and-hold) while offering flexible scheduling.

Role Overview

As a Finance Advisor, you will strengthen financial visibility and support smarter decision-making across the business. You will collaborate on strategic financial decisions with leadership and contribute to a growing portfolio of real estate investments.

Responsibilities

Review and organize financial records
Prepare accurate monthly P&L statements and reports
Provide clarity on cash flow and overall profitability
Advise on deal-level financials including flip versus buy-and-hold
Build dashboards and track key performance indicators (KPIs)
Track and analyze cost per lead (CPL)
Track and analyze cost per acquisition (CPA)
Track and analyze overall cost of operations
Evaluate lead quality and conversion performance
Identify which marketing channels and ads are performing best
Recommend improvements to increase efficiency and ROI across the business

Requirements

Strong background in finance, accounting, or CFO-level strategy
Experience with real estate investments preferred
Experience tracking KPIs, marketing performance, and business metrics
Comfortable working with multi-entity financials and cash flow
Highly organized with strong communication skills
Tech-savvy with spreadsheets, accounting software, and CRMs

Technologies

Spreadsheets
Accounting software
CRMs

Benefits

Flexible, part-time schedule
Direct involvement in real deals and investor-backed projects
Opportunity to make a meaningful impact on a growing company
Work closely with leadership on strategic financial decisions
Be part of a team focused on growth, clarity, and execution

About Us

Home Offer 365 is a growing multi-state real estate investment company specializing in wholesale, fix-and-flip, and rental properties. We currently close approximately 15 deals per month across 10 states and continue to scale. In addition to our core business, we operate four additional companies along with multiple entities and partnerships, creating a dynamic and fast-moving financial environment.

Location

Location: Lancaster County, PA (remote)

Work Location

Work location: In person

Compensation

Salary range: USD 40.00 - 45.00 per hour

Job Type

Part-time, Contract

How to Apply

We are eager to learn about your experience. To learn more about our team and projects, please visit: https://homeoffer365.com/team

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20d ago

Part-Time Finance Advisor / CFO-Level Support (Real Estate)

Home Offer 365 York County, PA

York County, PA

20d ago

$40 - $45/hr Full time Finance Director Accounting Advisor

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Job Description

Home Offer 365, a growing real estate investment company, seeks a Part-Time Finance Advisor to provide CFO-level support across multiple entities. This role focuses on elevating financial visibility and guiding smarter decision-making across operations, including flip and buy-and-hold ventures. Located in York County, Pennsylvania, with remote flexibility, the position offers a competitive hourly rate of $40–$45 plus a performance-based monthly bonus.

Role overview

As our Finance Advisor, you will play a key role in strengthening financial visibility and supporting smarter decision-making across the business.

Responsibilities

Review and organize financial records
Prepare accurate monthly P&L statements and reports
Provide clarity on cash flow and overall profitability
Advise on deal-level financials (flip vs. buy-and-hold)
Build dashboards and track key performance indicators (KPIs)
Track and analyze: Cost per lead (CPL)
Track and analyze: Cost per acquisition (CPA)
Track and analyze: Overall cost of operations
Evaluate lead quality and conversion performance
Identify which marketing channels and ads are performing best
Recommend improvements to increase efficiency and ROI across the business

Requirements

Strong background in finance, accounting, or CFO-level strategy
Experience with real estate investments preferred
Experience tracking KPIs, marketing performance, and business metrics
Comfortable working with multi-entity financials and cash flow
Highly organized with strong communication skills
Tech-savvy (spreadsheets, accounting software, CRMs)

Technologies

Spreadsheets
Accounting software
CRMs

Benefits

Flexible, part-time schedule
Direct involvement in real deals and investor-backed projects
Opportunity to make a meaningful impact on a growing company
Work closely with leadership on strategic financial decisions
Be part of a team focused on growth, clarity, and execution

About us

Home Offer 365 is a growing multi-state real estate investment company specializing in wholesale, fix-and-flip, and rental properties. We currently close approximately 15 deals per month across 10 states and are continuing to scale. In addition to our core business, we operate four additional companies along with multiple entities and partnerships, creating a dynamic and fast-moving financial environment. We are seeking an experienced finance professional to bring clarity, structure, and strategic oversight across all operations.

Why join us

Flexible, part-time schedule
Direct involvement in real deals and investor-backed projects
Opportunity to make a meaningful impact on a growing company
Close collaboration with leadership on strategic financial decisions
Join a team dedicated to growth, clarity, and execution

How to apply

We are excited to learn more about your experience. To find out more about our team and projects, please visit: https://homeoffer365.com/team

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20d ago

Financial Management Officer

Thrivent Appleton, WI

Appleton, WI

20d ago

$82k - $110k/yr Full time Business Development Client Relations Client Service

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Job Description

Thrivent is seeking a Financial Management Officer to manage the daily administration of investment management agency and IRA relationships within Thrivent Trust. This onsite role in Appleton, Wisconsin centers on maintaining strong client ties, collaborating with financial advisors, and working with the business development team to uncover growth opportunities and cross-sell solutions.

Responsibilities

Deliver high-quality service to existing clients and Financial Advisors while cultivating new relationships to drive Thrivent Trust growth and profitability.
Provide consistent, excellent client service in writing and speaking, whether in person, by phone, or via Teams or Zoom.
Participate in client meetings as a primary relationship contacts.
Manage client requests for Agencies and IRAs.
Coordinate with external partners (Attorneys, CPAs) and internal teams (Compliance, Investments, Middle Office) to ensure accurate, timely administration and risk management.
Adhere to applicable regulations, including OCC requirements, and follow internal standards, policies, and procedures.
Engage current and prospective clients to identify and secure new business opportunities.
Model Thrivent leadership competencies by demonstrating resiliency, collaboration, and accountability in interactions with clients and colleagues.
Support an environment focused on continuous improvement, exceptional employee engagement, and a steadfast commitment to clients, reinforcing Thrivent’s purpose, promise, and values.

Requirements

Bachelor’s degree in business or a related field.
Minimum of 3 years of experience in trust administration, financial services, wealth management, or a related area.
Intermediate proficiency with Microsoft Office (Excel, Word, Outlook) and video conferencing platforms.
Strong client service or customer service experience.
Basic knowledge of investment products.
Approximately 5% travel required to meet prospective clients, attend meetings, support business development, and nurture long-term partnerships through client and committee engagement.

Technology

Microsoft Excel
Microsoft Word
Microsoft Outlook
Microsoft Teams
Zoom

Benefits

Bonuses and incentives, including annual or long-term rewards
Medical, dental, and vision insurance
Health savings account
Flexible spending accounts
401(k) plan and pension
Life and accidental death and dismemberment insurance
Disability and supplemental protection insurance
20 days of paid time off per year
Sick and Safe Time, 10 company holidays
Volunteer Time Off and paid parental leave
Employee assistance program and well-being benefits
Additional employee benefits

Compensation

The annual base salary range is $81,537 to $110,315, with actual offers determined by factors such as location, experience, and skills.

Location & Travel

Onsite role in Appleton, Wisconsin, with approximately 5% travel to engage with clients and support business development efforts.

Qualifications Snapshot

Required: Bachelor’s degree in business or a related field
Required: At least 3 years in trust administration, financial services, wealth management, or a related field
Required: Proficiency with Microsoft Office and video conferencing tools
Required: Strong client service experience and basic knowledge of investment products
Required: Approximately 5% travel
Preferred: CFP, CTFA, CISP or similar designations; OCC regulatory experience

Additional Information

This position supports flexible work arrangements, allowing on-site and/or remote work from the Appleton, WI area.

Pay Transparency

The listed compensation reflects a full-time role and will be influenced by location, experience, skills, and market factors. Thrivent is committed to equal employment opportunities and accommodating applicants with disabilities upon request.

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20d ago

Part-Time Finance Advisor / CFO-Level Support (Real Estate)

Home Offer 365 Dauphin County, PA

Dauphin County, PA

20d ago

$40 - $45/hr Full time Finance Director Accounting Advisor

Apply Now

Job Description

Enjoy a flexible, part-time role that places financial visibility and strategic oversight at the heart of our growth. You’ll contribute directly to real deals and investor-backed projects across multiple states, with opportunities to influence budgeting, forecasting, and decision-making in a dynamic environment.

Benefits

Flexible, part-time schedule
Direct involvement in real deals and investor-backed projects
Opportunity to make a meaningful impact on a growing company
Collaborate closely with leadership on strategic financial decisions
Join a team focused on growth, clarity, and execution

Role overview

Part-Time Finance Advisor / CFO‑level support role for a multi-state real estate investment company, focused on financial visibility, KPI tracking, and strategic oversight across multiple entities.

Responsibilities

Review and organize financial records
Prepare accurate monthly P&L statements and reports
Provide clarity on cash flow and overall profitability
Advise on deal‑level financials (flip vs. buy‑and‑hold)
Build dashboards and track key performance indicators (KPIs)
Track and analyze: Cost per lead (CPL)
Track and analyze: Cost per acquisition (CPA)
Track and analyze: Overall cost of operations
Evaluate lead quality and conversion performance
Identify which marketing channels and ads are performing best
Recommend improvements to increase efficiency and ROI across the business

Requirements

Strong background in finance, accounting, or CFO‑level strategy
Experience with real estate investments preferred
Experience tracking KPIs, marketing performance, and business metrics
Comfortable working with multi‑entity financials and cash flow
Highly organized with strong communication skills
Tech‑savvy with spreadsheets, accounting software, and CRMs

Technologies

Spreadsheets
Accounting software
CRMs

About us

Home Offer 365 is a growing multi‑state real estate investment company specializing in wholesale, fix‑and‑flip, and rental properties. We currently close ~15 deals per month across 10 states and are continuing to scale. In addition to our core business, we operate four additional companies along with multiple entities and partnerships, creating a dynamic and fast‑moving financial environment.

How to apply

We’re excited to meet you and learn more about your experience. To learn more about our team and what we’re building, please visit: https://homeoffer365.com/team