Location: Greenwich, Connecticut, United States
About the Role
iCapital is looking to hire a Compliance Officer to support the relevant investment advisers serving the Exchange-Traded Funds (ETF), Alternative Investments Fund-of-Funds, and 1940 Act Registered Funds businesses. This individual will assist with the implementation and administration of compliance programs for the firm’s SEC-registered investment advisers, registered investment companies, NFA- and CFTC-registered commodity pools, and other compliance-related activities involving these products or entities.
Responsibilities
Maintain working knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and Rule 6c‑11.
Support the administration of the funds’ compliance and governance framework.
Assist in monitoring compliance with fund governing documents.
Monitor regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking, and assist in assessing their impact.
Support ETF and Registered Funds initiatives by identifying regulatory risks, escalating issues, and helping develop practical solutions.
Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders.
Conduct post-trade compliance monitoring, portfolio guideline testing, and issue resolution.
Support trading oversight frameworks, including best execution governance and related compliance practices.
Perform compliance testing, reporting, and remediation tracking to support timely resolution of issues.
Assist with compliance reviews of third-party service providers, including administrators, custodians, legal counsel, and auditors.
Qualifications
Bachelor’s degree is required
6+ years of compliance experience in the financial services industry, including experience with exchange-traded funds, derivatives, alternative investments, and the applicable regulatory landscape
Experience supporting investment company, investment adviser, and NFA or CFTC compliance programs and requirements
Experience supporting regulatory examinations, investigations, or other interactions with the SEC, FINRA, or NFA
Experience evaluating risk and mapping risks and controls across business practices
Able to collaborate with and provide guidance to colleagues across functions and levels
Able to operate effectively in a fast-paced environment
Detail-oriented, with the ability to assess and prioritize multiple projects
Benefits
The base salary range for this role is $110,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: New York, New York, United States
About the Role
iCapital is looking to hire a Compliance Officer to support the relevant investment advisers serving the Exchange-Traded Funds (ETF), Alternative Investments Fund-of-Funds, and 1940 Act Registered Funds businesses. This individual will assist with the implementation and administration of compliance programs for the firm’s SEC-registered investment advisers, registered investment companies, NFA- and CFTC-registered commodity pools, and other compliance-related activities involving these products or entities.
Responsibilities
Maintain working knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and Rule 6c‑11.
Support the administration of the funds’ compliance and governance framework.
Assist in monitoring compliance with fund governing documents.
Monitor regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking, and assist in assessing their impact.
Support ETF and Registered Funds initiatives by identifying regulatory risks, escalating issues, and helping develop practical solutions.
Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders.
Conduct post-trade compliance monitoring, portfolio guideline testing, and issue resolution.
Support trading oversight frameworks, including best execution governance and related compliance practices.
Perform compliance testing, reporting, and remediation tracking to support timely resolution of issues.
Assist with compliance reviews of third-party service providers, including administrators, custodians, legal counsel, and auditors.
Qualifications
Bachelor’s degree is required
6+ years of compliance experience in the financial services industry, including experience with exchange-traded funds, derivatives, alternative investments, and the applicable regulatory landscape
Experience supporting investment company, investment adviser, and NFA or CFTC compliance programs and requirements
Experience supporting regulatory examinations, investigations, or other interactions with the SEC, FINRA, or NFA
Experience evaluating risk and mapping risks and controls across business practices
Able to collaborate with and provide guidance to colleagues across functions and levels
Able to operate effectively in a fast-paced environment
Detail-oriented, with the ability to assess and prioritize multiple projects
Benefits
The base salary range for this role is $110,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: Australia
Workplace: Remote
At WHOOP, we're on a mission to unlock and inspire performance for life. WHOOP empowers members to perform at a higher level through a deeper understanding of their bodies and daily lives.
WHOOP is seeking a Retail Account Manager, Australia & New Zealand to own and grow our retail partnerships across the region. This is a highly cross-functional role that combines commercial account management with hands-on trade marketing execution. You will be responsible for driving the performance of our retail partners—from managing forecasts, purchase orders, inventory, and account plans to developing and executing programs that increase awareness, engagement, and sell-through. You’ll serve as the primary point of contact for key retail partners while collaborating closely with Sales, Marketing, Operations, Finance, and other global teams to grow the WHOOP membership base and strengthen our retail presence across Australia and New Zealand.
RESPONSIBILITIES:
- Own and grow key retail partnerships across Australia and New Zealand, managing day-to-day relationships, commercial performance, forecasts, purchase orders, inventory, assortment, sales reporting, and ongoing account needs.
- Develop account strategies and joint business plans that support sales targets and broader company objectives, using sales performance, market trends, competitor activity, and customer insights to identify risks and growth opportunities.
- Lead regular retailer business reviews and ongoing account touchpoints, partnering with retailers to evaluate performance and execute against opportunities across assortment, merchandising, marketing, training, and sell-through.
- Develop and execute retailer marketing plans and omni-channel activations in partnership with internal Marketing teams, including point-of-sale materials, in-store displays, digital assets, promotional programs, and retail associate training.
- Serve as the regional voice of our retail partners internally, collaborating across Marketing, Operations, Finance, Apparel & Accessories, Legal, and other teams to resolve issues, support launches, and deliver an exceptional WHOOP brand experience.
- Support the continued expansion of the WHOOP retail footprint across Australia and New Zealand by assessing market opportunities, identifying prospective partners, supporting commercial discussions and onboarding, and maintaining visibility into the regional retailer pipeline.
QUALIFICATIONS:
- 5+ years of experience in account management, sales, trade marketing, or a related commercial role, ideally within consumer electronics, sporting goods, health and wellness, or another relevant consumer category.
- Demonstrated experience managing retail or wholesale accounts, with an understanding of the commercial fundamentals that drive successful partnerships, including forecasting, inventory, purchase orders, assortment, and sell-through.
- Experience developing and executing retail marketing programs, including in-store and digital activations, merchandising, promotional campaigns, and/or retail associate training.
- Strong commercial and analytical mindset with the ability to translate sales, account, and market data into clear priorities and actionable growth opportunities.
- Excellent relationship-building, communication, and negotiation skills, with the ability to work effectively with external retail partners and cross-functional internal teams.
- Self-starter who is comfortable operating independently, balancing strategic planning with hands-on execution, and managing multiple priorities in a fast-paced, evolving environment.
- Passion for fitness, health, and technology, with willingness to travel throughout Australia and New Zealand and internationally as needed.
- Strong commitment to embracing and leveraging AI tools in day-to-day tasks, ensuring AI-assisted work aligns with the same high-quality standards as personal contributions.
Interested in the role, but don’t meet every qualification? We encourage you to still apply! At WHOOP, we believe there is much more to a candidate than what is written on paper, and we value character as much as experience. As we continue to build a diverse and inclusive environment, we encourage anyone who is interested in this role to apply.
WHOOP is an Equal Opportunity Employer and participates in E-verify https://www.e-verify.gov/to determine employment eligibility
The WHOOP compensation philosophy is designed to attract, motivate, and retain exceptional talent by offering competitive base salaries, meaningful equity, and consistent pay practices that reflect our mission and core values.
At WHOOP, we view total compensation as the combination of base salary, equity, and benefits, with equity serving as a key differentiator that aligns our employees with the long-term success of the company and allows every member of our corporate team to own part of WHOOP and share in the company’s long-term growth and success.
The U.S. base salary range for this full-time position is 188,955 AUS - 247,095 AUS. Salary ranges are determined by role, level, and location. Within each range, individual pay is based on factors such as job-related skills, experience, performance, and relevant education or training.
In addition to the base salary, the successful candidate will also receive benefits and a generous equity package.
These ranges may be modified in the future to reflect evolving market conditions and organizational needs. While most offers will typically fall toward the starting point of the range, total compensation will depend on the candidate’s specific qualifications, expertise, and alignment with the role’s requirements.
Location: 6111 Bollinger Canyon Road, Suite 300 San Ramon, CA 94583
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
Location: 10877 White Rock Road Suite 300, Rancho Cordova, CA 95670
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
Location: 1390 Willow Pass Road Suite 800, Concord, CA 94520
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
Location: 100 Montgomery Street, Suite 2000, San Francisco, CA 94104-4348
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
SENIOR CLIENT MANAGER- COMMERCIAL LINES, P&C
LOCATION:
The role can located out of our San Ramon, San Francisco, Concord or Rancho Cordova, CA office with a hybrid work schedule; in office 1-2x a week.
THE SENIOR CLIENT MANAGER WILL BE RESPONSIBLE FOR:
Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner;
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Marketing
In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination;
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies;
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers;
Prepare proposals and provide other technical support in the sales process as needed;
Work with the Sales Team to refer current and prospective clients to E.P.I.C.’s Employee benefits, and Private Client Departments for solicitation for those lines of business;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintaine
KEY COMPETENCIES:
Full knowledge of Property Casualty lines of coverage and services;
Strong Excel knowledge for Premium Allocations
Marine/Boat/Yacht knowledge
Ability to manage different industry verticals– the book has a mix of LROs, Contractors, Manufacturers & Distributors
Great communication skills with producers
Recognize problems and respond appropriately
able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects;
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel; Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
5-7 years experience in mid-size brokerage or carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
CERTIFICATES, LICENSES, REGISTRATIONS:
California P&C Broker License
Valid Driver License
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
The national average salary for this role is $100,000 to $108,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
CLIENT EXECUTIVE- CONSTRUCTION and MANUFACTURING COMMERCIAL LINES OF INSURANCE
LOCATION:
The role can located out of our San Ramon, San Francisco or Concord, CA office with a hybrid work schedule; in office 2x a week.
SUMMARY:
The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of construction and manufacturing clients. As a key member of the client service team, this position leads service delivery, coordinates program activities, and ensures effective execution of client strategies. This role carries direct responsibility for performing critical service functions, serving as both a strategic advisor and hands-on resource to clients. The Client Executive provides expert consultation, proactively identifies client needs, and delivers tailored solutions that support retention and drive growth.
The Client Executive is expected to mentor and support client service team members through guidance, knowledge sharing, and collaboration, helping to elevate overall service quality.
QUALIFICATIONS:
To perform this role successfully, an individual must be able to execute each essential duty at a high level. The requirements below represent the knowledge, skills, and abilities needed. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Partner closely with Producers in all aspects of client service, including new business development, renewals, and expansion opportunities within existing accounts
Serve as a hands-on contributor in the delivery of client service, ensuring strategies are effectively implemented and executed
Lead the marketing and placement process, including development of submission strategy, preparation of high-quality market submissions, direct engagement with carriers, and negotiation of coverage terms, conditions, and pricing to achieve optimal program outcomes
Align and coordinate internal resources to support client needs, including execution of renewal strategies and long-term risk management initiatives
Collaborate with Producers, Risk Control, Claims, and service team members to develop and deliver risk analyses, stewardship reports, and client facing deliverables
Partner closely with Client Managers and colleagues to ensure efficient, accurate, and high-quality service delivery; directly manage select client relationships as appropriate
Oversee and contribute to the timely and accurate completion of service deliverables, including endorsements, certificates, audits, and invoicing
Evaluate client exposures and provide strategic recommendations on coverage structure, program design, and risk financing approaches
Provide guidance, mentorship, and knowledge-sharing to support the development of service team members without direct supervisory responsibility
Travel as needed to support client relationships and business development efforts
REQUIREMENTS:
Strong negotiation skills and deep knowledge of Property & Casualty insurance, including major lines of coverage and industry-specific exposures (construction and manufacturing preferred)
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Outlook)
Ability to quickly become proficient in internal systems (Sagitta and ImageRight experience preferred)
Demonstrated ability to leverage technology, data, and emerging AI solutions to streamline workflows, enhance client service, and improve insight generation, accuracy, and efficiency in service delivery and outcomes
Excellent written and verbal communication skills
Demonstrated ability to influence, mentor, and collaborate across teams without formal supervisory authority
Strong analytical skills, including the ability to interpret coverage forms, contracts, and financial data
Self-motivated, detail-oriented, and able to manage multiple priorities independently
High level of professionalism with a strong client service orientation
SUPERVISORY RESPONSIBILITIES:
N/A
KEY COMPETENCIES:
Comprehensive knowledge of Property & Casualty coverages and services, including the end-to-end renewal process
Strong ability to interpret coverage questions and apply technical expertise to client situations
Effective problem-solving skills, with the ability to recognize issues and implement appropriate solutions
Analytical thinking with the ability to evaluate complex situations and draw sound conclusions
Strong attention to detail, organization, and time management
Ability to handle sensitive and confidential information with professionalism and discretion
Client service–oriented mindset with a focus on delivering high-quality outcomes
Demonstrated initiative and commitment to continuous learning and development
Ability to manage multiple priorities and adapt in a fast-paced environment
Proven ability to work both independently and collaboratively within a team setting
Excellent interpersonal, written, and verbal communication skills
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
EDUCATION and/or EXPERIENCE:
Bachelor’s degree preferred
8–10 years of commercial Property & Casualty insurance experience in a client-facing role
5 plus years in an Account Executive role
Demonstrated experience in project management and client program leadership
Relevant industry designations preferred (e.g., CIC, CPCU, CRM, ARM)
PREFERRED ADDITIONAL QUALIFICATIONS:
Technical expertise to handle mid-sized to large construction and manufacturing risks
Comfortable with complex contract reviews, Builders Risk Placement, working with Captives
CERTIFICATES, LICENSES, REGISTRATIONS:
Active Property & Casualty Broker License, with the ability to maintain required licensing through continuing education
Valid driver’s license
PHYSICAL DEMANDS:
The physical demands described below are representative of those required to successfully perform the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to sit, stand, and move about; use hands to handle or operate objects; reach with hands and arms; and communicate effectively (talk and hear). Specific vision abilities include close vision and the ability to adjust focus. This role also requires the ability to travel independently to client sites, which may include occasional air travel.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those encountered while performing the essential functions of this role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
The noise level in the work environment is typically moderate, with minimal exposure to physical risk.
OTHER DUTIES:
This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities required of the employee. Duties and responsibilities may change at any time, with or without notice.
The national average salary for this role is $160,000 to $185,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-LL1 #LI-Hybrid
Location: South Carolina
General Summary
As a Branch Manager with Envoy Mortgage we provide you with a high standard of service, support and tools, with one goal in mind -- Improving Lives!
By listening to our employees and leveraging our teams and resources, we create a work environment poised for success while remaining a competitive lender and employer in the mortgage industry. Through this business approach Envoy Mortgage has been awarded Top Mortgage Employer by Mortgage Professional, 50 Best Companies to Work for by Mortgage Executive Magazine, and the Top Tech Housing Award many years running.
Come join us, and be part of a team where your success, is our success!
The Branch Manager 's primary job functions are to effectively recruit, coach, manage, and motivate a high-performance origination team and support staff while also developing personal production. The Branch Manager is also responsible for the day-to-day originations activities of their branch(s) and overall origination processes within defined targeted goals.
PRINCIPAL FUNCTIONAL RESPONSIBILITIES:
Promote Envoy's products to Real Estate Agents, Home Buyers, other lead sources and all referral sources
Provide leadership for all branch employees by always adhering to the highest ethics, fair and equal treatment of all employees, business partners, and loan applicants.
Acts as a mentor to Mortgage Loan personnel to improve their knowledge of policies and procedures, loan programs, investor guidelines
Keeps abreast of changes to company policies and procedures, secondary market investors and changes in Federal regulations pertaining to mortgages
Must have working knowledge of applicable federal regulations
Work closely with the Senior Management, to be innovative in terms of new origination opportunities
Manage Branch revenue and expenses to meet the Company's objectives
Procure new loan applications that result in funded loans
Adhere to all Envoy standards, including, but not limited to production minimums and customer service
Stay current on personal finance principles in order to offer comprehensive mortgage advice to clients
Monitor processes and communicate effectively with the borrower and all other parties to transactions on the status of loans
Stay current with required continuing education, new products, Freddie Mac and Fannie Mae guidelines, Envoy guidelines and overlays, and HUD guidelines
Ensure all marketing is performed in a manner that is compliant
Ensure maintenance of a current license to perform Origination duties within their assigned branch
Adhere to all Envoy standards, including, but not limited to production minimums and customer service
Comply with company policies, local, state and federal laws regarding position and supervision of employees
Conduct business in an ethical manner and in the best interest of Envoy, with Envoy's core values in mind
Any additional duties that may be assigned by the Divisional Vice President
Qualifications include:
High School diploma or equivalent is required, Bachelor's Degree in Business, Finance or related field, preferred
7 years related experience and/or training; or equivalent combination of education and experience in mortgage origination, with 2+ years related Branch Management, preferred
2 years' experience in sales leadership role managing Loan Originators, preferred
Demonstrated success in growing sales and revenue goals
Average of $500,000 in personal monthly volume or $3 MM (or 6 units) average monthly team volume, preferred minimum
Proven leadership skills with demonstrated capacity in management/motivation of employees
In-depth knowledge of mortgage loan products (FHA/VA/CONV/USDA), processes, procedures, and documentation
Working knowledge / Proficiency in Desktop Underwriter/Desktop Originator (DU/DO), Loan Prospector (LP), and originating systems, Encompass experience, preferred
Demonstrated proficiency with Microsoft Excel, Word and Outlook
Exceptional follow-up, time management, interpersonal, and verbal and written communication skills
Commitment to high standards and adherence to company policy
Ability to manage priorities and workflow
Ability to make timely and sound decisions
Must hold State NMLS or obtain applicable State license within 90 days of employment or employment will be terminated
Satisfactorily pass background check
PHYSICAL REQUIREMENTS:
The employee must occasionally lift and/or move up to 25 pounds
Specific vision abilities required by this job include close vision
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear
The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch or crawl
Job Type:
- Exempt
Compensation:
- Regular Pay: $36,000 - $64,000
Supplemental Pay:
- Commission Pay
NOTE: The Pay Range indicated may vary based on skills, experience, and location.
Benefits: (Full-Time)
- Health Insurance
- Paid Time Off (PTO)
- Paid Holidays
- 401(k)
We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need. We are committed to creating an inclusive environment for all employees.
Location: Illinois
Step into the innovative world of LG Electronics. As a global leader in technology, LG Electronics is dedicated to creating innovative solutions for a better life. Our brand promise, 'Life's Good', embodies our commitment to ensuring a happier life for all. We have a rich history spanning over six decades and a global presence in over 290 locations. Our diverse portfolio includes Home Appliance Solutions, Media Entertainment Solutions, Vehicle Solutions, and Eco Solutions. Our management philosophy, "Jeong-do Management," embodies our commitment to high ethical standards and transparent operations. Grounded in the principles of 'Customer-Value Creation' and 'People-Oriented Management', these values shape our corporate culture, fostering creativity, diversity, and integrity. At LG, we believe in the power of collective wisdom through an inclusive work environment. Join us and become a part of a company that is shaping the future of technology. At LG, we strive to make Life Good for Everyone.
What we can offer
:
A crafted employee experience designed to foster professional growth, a focus on health & well-being and an internal community that will set you up for success.
We offer an environment that enables colleagues to demonstrate their capabilities, focus on their work and create value. At LG, you're encouraged to take a creative and individual approach to challenges with strong emphasis placed on performance and skill—and equal, merit-based opportunities across the board. We want our colleagues to grow with our global business. That's why we deliver sure rewards for exceptional performance and offer industry-leading benefits. Come join the team!
The Opportunity:
The Pro Builder Team - Illinois Metro
Recognized as a leading integrated solutions provider for today’s homebuilders with its extensive range of innovative appliances, LG Electronics USA is set to expand by establishing a world class builder sales organization supported by solution driven operations and logistics teams.
From high-end built-in kitchen packages that combine luxury and functionality, to a wide assortment of premium laundry innovations, to advanced smart home solutions, and notably, energy-efficient water heaters and HVAC systems – LG is at the forefront of delivering products that align with the evolving needs of builders.
We are uniquely positioned to provide solutions to homebuilders on a national, regional, and local scale with a brand that homeowners trust. Join our burgeoning team as we expand on these capabilities to deliver unprecedented business growth for LG and our builder clients.
As the District Sales Manager, you will:
Be responsible for selling and promoting all brands of LG appliances to new and existing customers, builders, developers, and authorized distributors in the Midwest.
Execute and deliver all sales and margin operating plan goals.
Identify new business opportunities and develop marketing strategies to grow the territory while maintaining awareness of potential channel conflicts.
Build strong customer relationships through solution selling and resolve issues that arise.
Manage B2B, build-to-order, and project-based sales opportunities with builders, developers, distributors, and dealer partners.
Develop and execute territory and account plans to drive growth, expand customer relationships, and achieve business objectives.
Manage distributor and dealer relationships to support sales growth, customer satisfaction, and effective execution of business plans.
Maintain accurate forecasts and manage the sales pipeline to support business planning and revenue goals.
Lead negotiation and pricing discussions with customers while balancing profitability, competitiveness, and customer needs.
Utilize CRM tools and sales reporting to track customer activity, pipeline progress, account performance, and sales results.
Manage complex customer issues across multiple internal functions, including sales, operations, logistics, service, and finance, to ensure timely resolution.
Analyze market and sales strategy.
Analyze the competitive landscape and determine opportunities.
Develop and conduct sales training.
Perform administrative functions to meet deadlines.
Cold call prospective accounts and convert opportunities from prospects into purchasing accounts
Qualifications:
GED is required; Bachelors preferred.
Minimum 5 years’ experience.
Experience in the Builder industry.
#LI-TF1
Recruiting Range
$130,000
—
$145,000 USD
Benefits Offered Full-Time Employees:
No-cost employee premiums for you and your eligible dependents for competitive medical, dental, vision and prescription benefits.
Auto enrollment with immediate vesting of competitive company matching contributions in a 401(k) Retirement Savings Plan with several investment options.
Generous Paid Time Off program that includes company holidays and a combined bank of paid sick and vacation time.
Performance based Short-Term Incentives (varies by role).
Access to confidential mental health resources to help you and your loved ones improve your quality of life. Personal fitness goal incentives.
Family orientated benefits such as paid parental leave and support for families raising children with learning, social, behavioral challenges, or developmental disabilities.
Group Rate Life and Disability Insurance.
Benefits Offered Temporary/Contractors:
Eligible for the relevant benefit programs offered through our partner agencies.
Privacy Notice to California Applicants
Applicants who need assistance or a reasonable accommodation during the hiring process may contact our team by phone at: 973-477-7090 or
support@lg4me.freshdesk.com.
This email and phone number will only reply to accommodation requests and is not intended for general employment inquiries.
All qualified applicants will be considered for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
In addition to the above, LG believes that pay transparency is a key part of diversity, equity, and inclusion. Our salary ranges take into account many factors in making compensation decisions including but not limited to skillset, experience, licensure, certifications, internal equity, and other business needs. While we consider geographic pay differentials in final offers, because we operate in many geographies where applicable, the salary range listed may not reflect all geographic differentials applied
.
Location: United States; Denver; Seattle; Austin; New York; Boston; San Francisco
Workplace: Remote
Most companies treat support as a cost center. We treat it as an engineering challenge and a product opportunity.
Support Operations Engineering is an engineering function inside ClickHouse’s Support Services organization. We build the systems that decide how customers get help from the moment they describe their problem to the moment it’s resolved. This role will help shape how Support Services, RevOps, GTM, and core Engineering teams collaborate on customers. This is not a tools team. About a third of our work directly supports the support organization. The rest is building experiences and systems that change how ClickHouse works with its customers in more effective, streamlined ways.
WHAT YOU WILL BE DOING
You’ll design and build the systems that sit between ClickHouse’s customers and the teams who serve them. The work is varied by design, and you’ll move between problem types as priorities shift:
- Intelligent routing and decision systems. Software that decides where work should go and who should handle it, weighing many signals at once, and is built to adapt as the business scales.
- AI-powered customer experiences. Customer-facing and internal experiences that understand what someone needs, recommend the best next step, and know when to hand off to a human.
- Internal platforms and tooling. Applications that give Support, RevOps, and GTM teams the leverage to work faster and more accurately, built to production standards.
- Integrations and data flow. Connections across Salesforce, live chat, incident management, Slack, GitHub, and more, so workflows and data move cleanly between systems.
- Automation and observability. Systems that remove repetitive work, surface what’s breaking, and give teams confidence in what they’re running.
Across all of it, you’ll partner with core Engineering to ship to production, and own what you build: code review, testing, monitoring, and continuous improvement.
WHAT YOU BRING ALONG:
- 3–5 years building and shipping full-stack software in production, with tools like TypeScript/JavaScript, Node.js, and React (or comparable)
- Experience developing with APIs, webhooks, and integrations between distributed systems
- Hands-on experience close to support: as a support or technical support engineer, or by building tools or integrations for a support, CS, or RevOps team
- Confidence with Git and safe, version-controlled deployment workflows
- The ability to translate operational needs into solutions that non-engineers can follow
- A shipper’s mindset: self-driven, curious, and comfortable owning a problem end-to-end in a remote, globally distributed team
- Comfort using AI tools day to day in how you build, with a clear sense of where to trust them
BONUS POINTS:
- Experience building LLM-powered features in production (routing, retrieval, evaluation, or observability)
- Salesforce platform experience (Apex, LWC, Flows, custom objects) or certifications; if you don’t have it, the appetite to get there quickly
- Support and incident tooling: Pylon, incident.io http://incident.io, PagerDuty, Zendesk, Slack APIs, GitHub APIs
- Experience with ClickHouse or other analytical databases
- Experience in an early-stage or greenfield environment, or embedded in a support, RevOps, or business-systems function
PERKS
- Flexible work environment - ClickHouse is a globally distributed company and remote-friendly. We currently operate in over 25 countries.
- Healthcare - Employer contributions towards your healthcare.
- Equity in the company - Every new eligible team member who joins our company receives equity.
- Time off - Flexible time off in the US, generous entitlement in other countries.
- A USD$500 Home office setup if you’re a remote employee.
- Global Gatherings – We believe in the power of in-person connection and offer opportunities to engage with colleagues at company-wide offsites.
CULTURE - WE ALL SHAPE IT
As part of a rapidly scaling start-up, you will be instrumental in shaping our culture.
Are you interested in finding out more about our culture? Learn more about our values here https://clickhouse.com/company/careers. Check out our blog posts https://clickhouse.com/blog or follow us on LinkedIn https://www.linkedin.com/company/clickhouseinc/life/0c1ee7f4-2129-488d-b413-e7f6270659fd/?viewAsMember=true to find out more about what’s happening at ClickHouse.
EQUAL OPPORTUNITY & PRIVACY
ClickHouse provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type based on factors such as 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.
Please see here https://clickhouse.com/legal/applicant-privacy-notice for our Privacy Statement.
Location: Riga, Latvia
Workplace: hybrid
Are you ready to join our digital revolution journey?
At Aleph, we’re not just part of the digital advertising landscape—we’re shaping its future. Representing the world’s leading platforms, including TikTok, Amazon, Google, and nearly 55 others, we operate in 130+ markets across new and existing geographies.
Our mission is to empower advertisers and brands to unlock the full potential of these platforms' advertising capabilities. By fostering long-lasting partnerships, we create limitless opportunities for people and businesses to advertise effectively at both local and global levels.
With a presence spanning continents, Aleph offers you the chance to be part of a fast-growing, innovative team where your work makes a direct impact. If you’re ambitious, forward-thinking, and eager to thrive in a dynamic, global environment, Aleph is the perfect place to build your career.
We are looking for a Regional Marketing Professional – Europe to join our European marketing team in Riga. In this role, you will be a dedicated marketing leader shaping regional growth across Europe. You will own the strategy, execution and localized marketing activations across key European markets, collaborating closely with Regional Directors and local sales teams.
You will work with cross-functional teams across sales, communications and global marketing to build brand presence and drive business growth across the European region. You will adapt global marketing strategies to local European market needs and drive co-branded activations with our partners in priority countries.
What you'll do:
Drive the regional marketing strategy for Europe, aligning activations with business targets and sales goals across key European countries.
Manage and allocate regional marketing budgets across European markets, tracking spend and maximizing marketing ROI.
Plan, produce and oversee end-to-end execution of events, including owned formats (breakfasts, launch events and more), C-level events and sponsorships of industry events.
Coordinate the production of branded merchandise (swag), branded materials and sales collateral, ensuring all co-branded Aleph partner assets are consistent and on-brand.
Create and share regular reports on activations, budget and performance with internal teams and partners.
Measure the ROI and results of marketing activations, turning data into learnings that inform future plans.
Work with the cross-functional team and partners to develop precise, persuasive and locally relevant messaging, including PR and communications support.
Coordinate market research, competitor analysis and impact measurement with third-party providers and internal teams.
What you need for this role:
Bachelor’s degree (bakalaura grāds) in Business, Marketing, Advertising or Communication.
4+ years of experience in marketing.
Budget management: proven ability to plan, allocate and track marketing budgets across European countries and key regional projects.
Event and project management: experience planning and executing events (virtual and in-person), including webinars, and following them through from concept to post-event follow-up.
Data-driven marketing and measurement: demonstrated ability to analyze campaign performance, identify key metrics, and use data to optimize marketing strategies and demonstrate ROI.
Understanding of the advertising and media industry and its audiences: familiarity with the sector and its key players, with a focus on the audiences Aleph serves.
Regional marketing and localization: proven ability to adapt marketing campaigns to diverse European markets, cultural nuances and localized business requirements.
Presentation and communication: ability to communicate complex concepts to internal and external stakeholders, including presenting to country leadership teams.
Willingness to travel (approximately 20%).
Proficiency in English is a must.
Relevant experience, with progressively increasing responsibility.
Experience with related software, such as Salesforce Marketing Cloud, Figma and Splash.
Excellent stakeholder management, presence and interpersonal skills, with the ability to engage directly with stakeholders at all levels.
Outstanding execution and problem-solving skills, resourcefulness and attention to detail.
A demonstrated track record of working across complex, fast-moving, cross-functional environments.
What will make us really love you:
You have a creative mindset and a passion for storytelling that captivates audiences.
You excel at turning complex messages into engaging, clear content for diverse audiences.
You’re a natural relationship-builder, fostering trust with stakeholders at all levels.
You bring strategic thinking and can pivot quickly in a fast-changing landscape.
You love analyzing trends, insights, and data to continuously optimize communication efforts.
You’re a proactive problem solver who thrives in high-pressure situations.
What you'll love about us:
We care about your individuality by giving you freedom to grow and create within the company, regardless of your position
Learn from the best: Our state of the art workshops guarantee the latest insights into digital advertising
Be part of a company with a truly global footprint, working with leading brands, platforms, and publishers across 90+ markets.
We foster a dynamic environment where creativity, collaboration, and bold ideas are encouraged and celebrated.
Join a diverse, multicultural team that values and embraces different perspectives, experiences, and talents.
At Aleph, your work directly contributes to connecting brands and consumers in meaningful ways, shaping the future of digital advertising.
In line with the EU Pay Transparency Directive, we are committed to fair and open compensation practices. For this role, the minimum gross annual base salary is EUR 28,000. In addition to base salary, this role includes a variable component, paid annually. The final offer will reflect your experience, skills, and the scope of the role.
#ALEPH
Why Join Us?
Aleph is a place of many cultures, perspectives, and talents. We support each other, creating an environment of giving and receiving. We value partnership and communication because we believe it takes a group of people to achieve great things. We are energized by our ever-changing industry, our curiosity keeps us learning and seeking out new opportunities.
We stay flexible and adaptable, and believe in moving with the speed of change. We encourage everyone to strive for more, providing our internal talent with growth opportunities and the ability to learn together.
#ALEPH
Location: UK, London
Workplace: OnSite
Here at Humanoid, we believe in a future where robots amplify human potential. That’s why we’ve set out on a mission to build the world’s most capable, commercially-scalable, and safe humanoid robots. We’re bringing that mission to life with HMND‑01 - our rapidly developed humanoid platform being deployed in real industrial environments - and we’re growing the team to take it even further.
ABOUT THE ROLE
Humanoid is looking for a hands-on Cloud Infrastructure Engineer to own the continued development, deployment and operation of the existing data platform within Humanoid. The role spans cloud infrastructure, full-stack development, platform engineering and data engineering, with responsibility for turning internal engineering requirements into reliable production systems.
You will also lead delivery by external contractors and act as their sole point of contact with Humanoid. You will gather requirements from our internal engineering teams, translate them into technical briefs, oversee implementation and bring completed work back for validation. All contractor questions, feedback and delivery coordination will flow through you, without requiring direct communication between contractors and other Humanoid team members.
This role combines substantial engineering work with technical leadership and delivery ownership.
WHAT YOU'LL DO
- Own platform delivery: Understand the existing platform architecture, identify the changes needed for Humanoid’s environment and workflows, and take those changes through development, integration, testing and deployment.
- Lead external contractors: Define work packages, priorities, technical requirements and acceptance criteria. Review designs and code, resolve technical questions, track delivery and ensure completed work meets Humanoid’s standards.
- Connect internal needs to implementation: Work with Humanoid’s engineering teams to understand requirements and constraints. Maintain a clear backlog, communicate tradeoffs and progress, and raise risks or decisions early.
- Build and operate cloud infrastructure: Manage compute, storage, networking and environments through infrastructure as code, with attention to security, reliability, performance and cost.
- Develop across the stack: Implement and maintain backend services, APIs, integrations and frontend interfaces that support internal users and engineering workflows.
- Improve the engineering platform: Build and maintain CI/CD pipelines, automated tests, deployment processes, environment configuration and developer tooling.
- Own data workflows: Develop and maintain data ingestion, processing, storage and access pipelines. Address data quality, schema changes, failed jobs and recovery.
- Maintain production reliability: Establish monitoring, logging and alerting; investigate incidents; and maintain practical rollback, backup and recovery procedures.
- Control access and preserve knowledge: Manage contractor permissions and secrets appropriately. Ensure source code, infrastructure definitions, documentation and operational knowledge remain accessible to Humanoid.
- Verify and hand over completed work. Validate contractor deliverables against agreed acceptance criteria and ensure releases include the documentation and support needed for ongoing operation.
WHAT WE'RE LOOKING FOR
- Experience building, deploying and operating production software on a major cloud platform.
- Strong practical knowledge of infrastructure as code, containers, Linux, networking, identity and access management, and CI/CD.
- Solid software engineering skills, including backend services, APIs, databases and the ability to work across frontend and backend code.
- Experience with data pipelines, object storage, relational databases and reliable processing of large datasets.
- Evidence of taking ownership of an existing platform: understanding unfamiliar code, diagnosing problems and delivering improvements safely.
- Experience leading external developers or contractors, including scoping work, reviewing implementation and holding delivery to clear quality standards.
- Clear written and verbal communication, with the ability to turn incomplete requirements into actionable technical work.
- Sound judgment about what to build directly, what to delegate and when to involve internal engineering specialists.
Experience with robotics, machine learning infrastructure, sensor data or internal data platforms would be valuable. We welcome engineers with particular depth in infrastructure or platform engineering who can demonstrate effective delivery across the wider software stack.
WHAT SUCCESS LOOKS LIKE?
The data platform is deployed reliably within Humanoid and develops in line with internal engineering needs. Contractor work arrives tested, documented and ready to integrate. Internal teams have clear visibility into progress and decisions, while you own the technical context, coordination and follow-through needed to deliver.
WHAT WE OFFER
- Competitive equity: stock options with meaningful upside as we scale.
- 30+ paid days off, including 23 days of annual leave, all UK bank holidays, and additional company closure days (including Christmas–New Year shutdown).
- Private healthcare, including virtual and in-person care.
- Pension scheme with 8% total contribution (5% employee, 3% employer) on full earnings.
- Free daily breakfast, catered lunch, and snacks in-office.
- Work at the frontier - collaborate daily with world-class engineers, researchers, and product experts building the next generation of AI and humanoid robotics.
- Real ownership - direct access to founding leadership, meaningful input on product direction, and the ability to drive key initiatives from day one.
Location: London
We’re looking for an experienced HR Manager to join and take ownership of our people and hub at Sporting Solutions. In this highly collaborative role, you’ll support and guide managers and employees across the full employee lifecycle, combining trusted day-to-day advice with hands-on delivery and continuous improvement. If you enjoy balancing people, business and operational priorities while creating an outstanding employee experience, this could be the role for you!
The Wow
You will play a central role in creating a positive, consistent and high-performing employee experience. Acting as a trusted partner to managers and employees, you will take full ownership of people processes and HR-related matters.
This is a varied, hands-on role with the opportunity to influence how we attract, develop, reward and retain talent. You will also collaborate closely with the global HR team to move the people agenda forward and strengthen our processes and practices as we continue our journey to become the Employer of Choice.
A taster of what you will be involved with:
Coach and guide managers on people-related matters, helping them lead their teams effectively.
Own competence and resource planning to support current and future business needs.
Contribute to organisational design and development initiatives.
Support recruitment and employer branding activities to attract and engage the right talent.
Manage employment agreements and provide guidance on labour law matters.
Support compensation and benefits processes.
Coordinate social events and team-building activities that strengthen connection and engagement.
Drive performance management processes and support managers throughout the performance cycle.
Manage end-of-employment procedures in a consistent and professional way.
Work closely with the global HR team to develop HR processes and practices that deliver an excellent employer experience.
Support day-to-day office management and employee queries.
Drive and participate in a range of local and global HR projects.
What we are looking for:
Broad HR experience with the confidence to take ownership of the full employee lifecycle.
Strong coaching and stakeholder-management skills, with the ability to build trusted relationships with managers and employees.
Practical knowledge of employment agreements, labour law, performance management, compensation and benefits, and end-of-employment processes.
Experience supporting recruitment, employer branding, organisational development and workforce planning.
A collaborative, hands-on approach and the ability to work effectively with both local stakeholders and a global HR team.
Strong organisational skills, sound judgement and the ability to manage competing priorities.
A genuine commitment to creating an engaging and positive employee experience.
Why Join Us?
Take ownership of a broad and varied HR remit with the opportunity to make a visible impact.
Work closely with managers, employees and a collaborative global HR team.
Help shape people practices, strengthen the employee experience and support our ambition to become the Employer of Choice.
Join a fast-paced, international environment where no two days are the same and where your ideas can make a real difference.
Much like a rollercoaster, life at Betsson Group is fast-paced, full of twists and turns, and always exciting. With more than 2,800 colleagues representing over 75 nationalities across a global network of offices – including 1,500 at our operational headquarters in Malta – every day brings new challenges and opportunities to grow. It may not be for the faint-hearted, but if you thrive on innovation, enjoy pushing boundaries and want to be part of a diverse, international team, then you’ll fit right in at Betsson.
Challenge accepted?
By submitting your application, you understand that your personal data will be processed as set out in our
Privacy Policy.
Location: Wigan
We’re looking for an experienced HR Manager to join and take ownership of our people and hub at Sporting Solutions. In this highly collaborative role, you’ll support and guide managers and employees across the full employee lifecycle, combining trusted day-to-day advice with hands-on delivery and continuous improvement. If you enjoy balancing people, business and operational priorities while creating an outstanding employee experience, this could be the role for you!
The Wow
You will play a central role in creating a positive, consistent and high-performing employee experience. Acting as a trusted partner to managers and employees, you will take full ownership of people processes and HR-related matters.
This is a varied, hands-on role with the opportunity to influence how we attract, develop, reward and retain talent. You will also collaborate closely with the global HR team to move the people agenda forward and strengthen our processes and practices as we continue our journey to become the Employer of Choice.
A taster of what you will be involved with:
Coach and guide managers on people-related matters, helping them lead their teams effectively.
Own competence and resource planning to support current and future business needs.
Contribute to organisational design and development initiatives.
Support recruitment and employer branding activities to attract and engage the right talent.
Manage employment agreements and provide guidance on labour law matters.
Support compensation and benefits processes.
Coordinate social events and team-building activities that strengthen connection and engagement.
Drive performance management processes and support managers throughout the performance cycle.
Manage end-of-employment procedures in a consistent and professional way.
Work closely with the global HR team to develop HR processes and practices that deliver an excellent employer experience.
Support day-to-day office management and employee queries.
Drive and participate in a range of local and global HR projects.
What we are looking for:
Broad HR experience with the confidence to take ownership of the full employee lifecycle.
Strong coaching and stakeholder-management skills, with the ability to build trusted relationships with managers and employees.
Practical knowledge of employment agreements, labour law, performance management, compensation and benefits, and end-of-employment processes.
Experience supporting recruitment, employer branding, organisational development and workforce planning.
A collaborative, hands-on approach and the ability to work effectively with both local stakeholders and a global HR team.
Strong organisational skills, sound judgement and the ability to manage competing priorities.
A genuine commitment to creating an engaging and positive employee experience.
Why Join Us?
Take ownership of a broad and varied HR remit with the opportunity to make a visible impact.
Work closely with managers, employees and a collaborative global HR team.
Help shape people practices, strengthen the employee experience and support our ambition to become the Employer of Choice.
Join a fast-paced, international environment where no two days are the same and where your ideas can make a real difference.
Much like a rollercoaster, life at Betsson Group is fast-paced, full of twists and turns, and always exciting. With more than 2,800 colleagues representing over 75 nationalities across a global network of offices – including 1,500 at our operational headquarters in Malta – every day brings new challenges and opportunities to grow. It may not be for the faint-hearted, but if you thrive on innovation, enjoy pushing boundaries and want to be part of a diverse, international team, then you’ll fit right in at Betsson.
Challenge accepted?
By submitting your application, you understand that your personal data will be processed as set out in our
Privacy Policy.
Location: New York, New York, United States
Join the Team!
Is technology your passion? Do you want to work with smart, forward-thinking individuals? Do you want to grow in a career you love?
At Align, our professionals are the key to our success. We don’t just hire talent, we invest in exceptional people who are forward-thinking, results-driven, and passionate about what they do. We’re a group of tech-savvy professionals who are motivated by making an impact. Our culture is one of unbounded opportunity that celebrates the passions, skills and ideas of our team—work hard, play hard, be smart!
We believe great communities lead to great companies. That’s why we offer a dynamic workplace where you feel inspired, engaged and innovative. We offer professionals opportunities to train in the leading technologies, make an impact within the industry and acquire valuable new skills whether on client sites or in one of our regional offices.
Position Overview
Align is seeking an experienced, client-focused
Desktop Engineer
to join our Managed Services team. This role is ideal for a technical professional who combines strong desktop and end-user support expertise with exceptional customer service and communication skills.
The Desktop Engineer will provide hands-on technical support within a corporate environment, with a particular focus on supporting
executives, VIPs, and other high-touch users
. The successful candidate will be proactive, professional, responsive, and comfortable troubleshooting issues in a fast-paced environment where the quality of the client experience is just as important as the technical resolution.
Previous experience supporting clients within the
Hedge Fund, Alternative Investment, or broader Financial Services industry
is strongly preferred.
This is a hybrid role that requires being onsite at our NYC office three days per week
You will be required to participate in a rotational on-call schedule that includes overnights and weekends
This is a full-time position offering full benefits, a salary in the $70K to $80K range.
Key Responsibilities
Provide onsite deskside and end-user technical support at a key Managed Services client location.
Deliver a high level of customer service and technical support, with particular attention to executive and VIP users.
Own technical issues through resolution, maintaining clear communication and timely follow-up with clients throughout the support process.
Work effectively with users across varying levels of technical knowledge, translating technical concepts into clear, client-friendly language.
Troubleshoot desktop, laptop, connectivity, IP phone, printing, and application-related issues.
Support Microsoft 365 applications and services, including common desktop and productivity-related issues.
Install, configure, upgrade, and remove desktop applications, hardware, and user workstations.
Troubleshoot general workstation and infrastructure-related issues and help ensure end-user technology remains operational and reliable.
Escalate complex technical issues appropriately while maintaining ownership of the client experience and communication.
Accurately document troubleshooting steps, resolutions, and relevant client information in accordance with Managed Services processes.
Required Qualifications
2–5 years of experience working within a
Managed Services Provider (MSP)
or similar client-facing IT support environment.
Bachelor’s degree in Information Technology, Computer Science, or a related discipline, or equivalent professional experience and technical certifications.
Strong understanding of structured and systematic troubleshooting methodologies.
Experience supporting
hybrid and cloud-based environments
.
Hands-on experience with
Microsoft 365, Exchange, Microsoft Intune, and Microsoft Entra ID (Azure AD)
.
Working knowledge of remote-access technologies, including
VPN, virtual machines, Azure Virtual Desktop (AVD), and Remote Desktop
.
Familiarity with
Active Directory and Group Policy
.
Working knowledge of networking fundamentals, including TCP/IP, DNS, DHCP, and basic connectivity troubleshooting.
Experience supporting users within the
Hedge Fund, Alternative Investment, or Financial Services industry
is strongly preferred.
Preferred Qualifications
Minimum of four years of desktop, deskside, or end-user technical support experience.
Demonstrated ability to provide professional, high-touch support to executives, VIPs, and demanding client environments.
Strong commitment to customer service, issue ownership, follow-through, and timely resolution.
Excellent verbal and written communication skills with the ability to communicate professionally and courteously with clients.
Strong attention to detail with the ability to manage multiple priorities simultaneously.
Ability to work effectively both independently and as part of a collaborative support team.
Comfortable working in a fast-paced, dynamic environment where priorities may shift throughout the day.
Strong judgment and professionalism when handling sensitive client information and high-impact technical issues.
To support a fair, consistent, and high-quality hiring experience, some interviews may be recorded. These recordings help our team focus fully on the conversation at hand, rather than note-taking, and allow us to better evaluate and improve our recruitment process. Recordings are used solely for internal purposes such as training, quality assurance, and process improvement. Candidates will be informed in advance and asked to provide consent before any recording takes place.
Tier 2
Benefits and Perks:
At Align, we believe that supporting our employees both personally and professionally is key to our success. We offer a competitive benefits package designed to promote health, wellness, financial security, and work-life balance, including:
Comprehensive Medical, Dental, and Vision coverage
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
401(k) plan with a dollar-for-dollar company match at 3% up to an annual maximum of $5k.
Complimentary ClassPass membership to support your health and wellness goals
Generous Paid Time Off (PTO)
Company-paid holidays
Cellphone Reimbursement Program
Floating Holiday to celebrate a day that is meaningful to you
Pre-tax commuter benefits, where applicable
Employee wellness programs, events, and team-building activities
Employee referral program
Align is a premier global provider of technology infrastructure solutions.
Align specializes in designing and deploying technology infrastructure solutions from the data center to the desktop as well as providing managed IT services for clients.
Our professional services team, which includes
Data Center Solutions
, provide strategic consulting, design, project management, engineering, implementation and support. Our best-in-class
Managed Services
team provides IT services and cybersecurity advisory for clients within the Alternative Investment industry. Align is a Microsoft Tier 1 Cloud Solutions Provider (CSP) and Gold Partner.
Our client centric approach and passion for driving IT innovation has enabled us to provide tailored solutions and business transformations for over three decades. Leading firms have relied on Align to provide forward-thinking technology strategies that support their current and future business needs.
Our teams have flawless track records of delivering technical solutions and have established long-standing relationships with an impressive client list of both Global 1000 and SMB clients. We work across a diverse list of industries including financial services, life sciences (pharmaceutical and health care), retail, technology, media and telecommunications.
For more information, visit:
www.align.com
Location: Espoo; Valencia; Warsaw
Workplace: Hybrid
ICEYE ENGINEERING INTERN LAB 2027
Get paid to build the future of space.
Join ICEYE, the company operating the world’s largest Synthetic Aperture Radar (SAR) satellite constellation, for a fully paid, onsite internship where AI meets real-world engineering. The ICEYE Engineering Internship Program (“The ICEYE Intern Lab”) is designed for talented students in computer science, engineering, hardware, data science, and AI who want to apply their skills to meaningful challenges in earth observation, sensor technology, and intelligent systems.
With a flexible term of 3–6 months, interns work onsite at ICEYE’s engineering offices (Finland, Spain or Poland), collaborating directly with hardware, software, and operations teams on mission-driven projects. We seek Master’s and Bachelor’s students with strong AI tool fluency, curiosity, and a hands-on builder mindset.
You’ll be embedded in one of ICEYE’s engineering teams as a contributing team member for the duration of the program, contributing to real satellite and analytics projects (not simulations) that advance ICEYE’s mission to make the world safer and more resilient through persistent monitoring.
This second cohort officially launches in May 2027, with opportunities for early placement available.
Application Deadline: December 21, 2026
Decision Timeline: Offers to be made on a rolling basis with final decisions made by February 15, 2027
Cohort start date: May 2027
Qualifications:
Education
- Currently enrolled as a Bachelor's student (3rd year or later) or Master's student in Computer Science, Computer Engineering, Artificial Intelligence, Data Science, Electrical Engineering, Mechanical Engineering, Aerospace, or a closely related field.
- Recent university graduates are also eligible.
- Must be eligible to work onsite in Finland, Spain or Poland (EU/EEA citizen, or able to secure an appropriate visa with the support of ICEYE).
Technical Skills
Our teams and projects span many different disciplines, but they are all highly technical and hands-on. Here is an example of technical skills needed in certain areas:
- For software engineering roles: strong programming proficiency in Python, Go, Rust, and/or C++
- For data science roles: computer vision, LLM, and/or classical machine learning experience. Python as a key programming language; data processing, analysis, or visualization tools (e.g., NumPy, Pandas, Matplotlib)
- All: Deep experience using AI coding assistants (e.g., Claude Code, Devin, Cursor, etc.) to enhance productivity, especially learning how to use agentic workflows.
- All: Understanding of software development practices: version control (Git), testing, debugging, and documentation.
AI Mindset
- AI development tool literacy (e.g. AI IDE or coding agents)
- Demonstrated curiosity about how AI can accelerate real-world engineering.
- Comfortable experimenting with AI-first workflows and prompt-based problem solving.
- Willingness to learn new tools quickly and apply them to open-ended technical challenges
You …
- have strong communication skills and ability to work in multidisciplinary teams (hardware, software, operations).
- are not afraid to ask a lot of questions.
- are proactive, resourceful, and a hands-on problem solver.
- are able to manage time effectively in a fast-paced, high-impact environment.
- are comfortable giving and receiving feedback, and presenting work during weekly reviews and demo days.
ICEYE Gives …
- Salary 1 000 - 3 300€ /month based on location and years of study
- Flights/transportation to your ICEYE office location
- Housing
- Work visa (if needed)
Recruitment process
1. Application: Submit your CV and answer a few short questions instead of a cover letter (about 30 minutes).
2. Peer Interview (30 min): A conversation with a former ICEYE intern about how you work, learn and collaborate.
3. Team matching: We match you with the engineering team that best fits your skills and interests.
4. Technical Interview with your future team (60 min): A short problem-solving exercise and a conversation with the team lead. We care more about how you approach the problem than about getting a perfect answer.
5. Decisions and offer
Location: Remote - Global
Workplace: Remote
About the company
Trust Wallet is the secure, self-custody Web3 wallet that empowers people to own and control their digital assets. Whether you're new to crypto or an experienced user, Trust Wallet makes it easier, safer, and more convenient to explore Web3, securely access dApps, manage your crypto, and buy and sell digital assets, all in one place.
Build what’s next in Web3. Grow into a leader.
About the Programme
The Trust Wallet Graduate Leadership Programme is a selective, 12-month fast track for ambitious early-career talent who want to shape the future of Web3 and grow into its next generation of leaders.
At Trust Wallet, you won’t spend your first year watching from the sidelines. You’ll take ownership of meaningful projects from day one, work on products used by millions globally, and collaborate with exceptional talent across a fast-moving, global Web3 business.
Starting in one of our core functional teams, you’ll build deep expertise, gain cross-functional experience, and turn bold ideas into solutions that create real value for users and the business. With mentorship from senior leaders and opportunities to take on increasing responsibility, you’ll develop the judgement, commercial mindset and execution skills to make an impact.
How the Programme Works
- Build from day one: Start in a core functional team — Product, Marketing, Business Development or Operations — and take ownership of real projects with clear objectives and measurable outcomes.
- Think beyond your role: Work across functions, learn from experienced leaders, and turn insights into ideas that improve the user experience, unlock business opportunities or create new ways of working. The strongest ideas can progress into real initiatives, products or launches.
- Grow into your next role: Develop through structured mentorship, hands-on experience and increasing responsibility. High-performing participants will have the opportunity to transition into a permanent role at the end of the 12-month programme, aligned with their strengths and business needs.
Across the programme, you’ll gain exposure to three key areas:
- Product & User Experience: Understand user needs, explore market opportunities, analyse data and help shape and deliver product improvements that make self-custody more accessible, intuitive and useful.
- Growth & Ecosystem: Contribute to go-to-market strategies, growth experiments, community initiatives and partnerships across wallets, dApps, blockchains, stablecoins and emerging payment networks.
- Business Strategy & Operations: Solve cross-functional business challenges, improve processes, evaluate new opportunities and translate data and insights into practical decisions that drive business performance.
What We’re Looking For
- Strong academic foundation: A bachelor’s degree in any discipline from a top, renowned university, or equivalent evidence of exceptional ability and achievement.
- Early-career talent: 0–2 years of professional work experience or relevant extracurricular experience, including student leadership, entrepreneurship, personal projects or community initiatives.
- Exceptional problem-solving: You can break down complex, ambiguous problems, challenge assumptions and develop clear, logical recommendations.
- A builder’s mindset: You turn ideas into action, take ownership of outcomes and focus on what creates tangible value for users and the business.
- Clear communication: You can articulate complex ideas simply, influence through sound reasoning and collaborate effectively across different teams.
- AI-native and future-focused: You actively explore AI tools such as Claude, Grok and Cursor, and are curious about AI agents and how they could transform how people work and transact.
- Genuine Web3 curiosity: You’ve explored wallets, DEXs, stablecoins or other Web3 applications, and have ideas about what works, what doesn’t and what could be better.
- Adaptable and driven: You learn quickly, thrive in ambiguity and are motivated by high standards, rapid execution and meaningful challenges.
Nice to Have
- Entrepreneurial experience: You’ve founded a venture, built a product or launched a project in AI or crypto — whether or not it succeeded.
- Hands-on Web3 involvement: Experience with DeFi, perpetuals, stablecoin payments, hackathons, DAOs or other ecosystem initiatives.
- A track record of building: Side projects, product teardowns, research, a newsletter, open-source contributions or an active presence on X or GitHub.
What You’ll Get
- A launchpad for leadership: A structured 12-month development journey with mentorship from senior leaders and opportunities to grow your scope and responsibility.
- Ownership that matters: The chance to work on real challenges and deliver improvements for a global user base of millions.
- A front-row seat to the future: Hands-on exposure to self-custody, AI-powered experiences, crypto payments and the evolving Web3 ecosystem.
- A steep learning curve: Learn by doing, collaborate across functions and build commercial, strategic and execution capabilities early in your career.
- A pathway to grow: High performers can progress into permanent roles where their strengths and ambitions align with Trust Wallet’s evolving needs.
Think boldly. Build with purpose. Help shape the future of Web3.
ADDITIONAL INFORMATION
This is a global and fully remote role. You must have the right to work for the country you are based.
WHY WORK AT TRUST WALLET?
- Be a part of the world’s leading blockchain ecosystem that continues to grow.
- Excellent learning and career development opportunities.
- Work alongside diverse, world-class talent, in an environment where learning and growth opportunities are endless.
- Tackle fast-paced, challenging and unique projects.
- Work in a truly global organization, with international teams and a flat organizational structure.
- Work fully remotely with flexible working hours.
- Enjoy competitive salary and benefits.
Apply today to join our team in building the world’s most trusted and secure crypto wallet and enable a decentralized future for everyone.
Trust Wallet is committed to being an equal opportunity employer. We believe that having a diverse workforce is fundamental to our success.
*Due to the large amount of the applications, please consider your application as unsuccessful should you not be contacted within 4 weeks from your application date.
Location: Des Moines, Iowa, United States
About the Role
iCapital is looking to hire an Associate Product Trainer to support product adoption and utilization through comprehensive education for customers, partners, and employees. This role collaborates with Sales Leadership, Product Management, Product Marketing, and technical subject matter experts to ensure training effectively demonstrates how software features and functionality address business needs. The team's goals are to drive product utilization by educating the audience on iCapital’s software features and functionality, with an emphasis on how products can solve business needs.
Responsibilities
Coordinate and deliver structured, high-quality instructor-led onsite and virtual training sessions for customers, partners, and employees.
Develop, update, and maintain job and product-specific training modules, programs, courses, certification materials, and curricula aligned with audience needs, business priorities, product lines, and current management strategies.
Design, develop, and record product education content, including video and technical training materials, while maintaining training content within the Learning Management System (LMS).
Communicate product functionality and translate complex technical concepts into clear, understandable terms, adapting technical information and training materials to support sales efforts and varying end-user needs.
Partner with the Sales and Product Management teams to identify ongoing training needs, coordinate training schedules, and develop and deliver regularly scheduled training sessions.
Monitor and document participant progress, skill levels, and competencies through observation and assessments while identifying opportunities to improve training programs and workforce processes.
Establish evaluation methods and defined Key Performance Indicators (KPIs) to measure training effectiveness, product utilization, and end-user satisfaction following education and training.
Serve as a central point of contact for training needs and identify opportunities to enhance training programs and processes.
Support sales and marketing initiatives through travel, with the possibility of traveling up to 10% of the time.
Qualifications
3+ years of corporate adult training experience, including proprietary software application training, instructional design for software applications, technical training, and adult learning theories and practices
Experience working in the annuities or life insurance industry
Strong verbal and written communication, training, presentation, and professional public-speaking skills, with experience delivering onsite and web-based training in ILT and vILT environments to individuals and groups with varying computer skills and educational levels
Strong computer and software skills, including experience with virtual training and collaboration tools and LMS administration and maintenance
Strong analytical and problem-solving skills, with the ability to quickly understand requirements, identify issues during software training, and develop timely solutions through education and training materials
Strong work ethic and commitment to quality, with a disciplined, organized, and methodical approach to projects and tasks and strong attention to detail
Able to work independently or collaboratively within a team environment
Able to teach targeted skills and a strong commitment and drive to support participant success
Willingness and ability to travel for business purposes up to 10%.
Benefits
The base salary range for this role is $75,000 to $90,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. This position can be based in either the greater Des Moines, IA, area or the greater Salt Lake City, UT, area.
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
X: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
| Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
New York, New York, United States
УдалённоAustralia
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