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Financial Services Representative

78703 Austin, Texas Charles Schwab

Posted 6 days ago

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Job Description

**Your opportunity**
At Schwab, you're empowered to make an impact on your career.  Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.  
Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.   
We offer a competitive pay and bonus package. Starting compensation for this location begins at $52,800 during training (increases depending on related experience), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $0,280 ( 54,800 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
**What you have**
If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.  At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. 
**Required qualifications**  
+ Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. 
+ Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.  
**Preferred qualifications **  
+ Previous customer service experience  
+ Previous client relationship experience  
+ Bachelor's degree or higher in Finance, Economics, or related field from accredited university 
+ Ability to adapt to changes in the market and business  
+ Eagerness to learn about finance  
+ Passion for service to clients
+ Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions 
+ Robust communication, influencing and client engagement skills 
+ Desire to be part of a supportive and collaborative team 
+ Shown success navigating multiple computer applications 
#campus
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
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Student Financial Services Specialist

78703 Austin, Texas HCA Healthcare

Posted 15 days ago

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Job Description

**Description**
**You Can Change the Life of One to Care for the Lives of Many!**
At Galen College of Nursing, we educate and empower nurses to change lives. Since 1989, we've dedicated our work to delivering high-quality nursing education with a student-first mindset. As one of the largest private nursing colleges in the country, we combine the support of a close-knit learning environment with the strength of a nationally recognized institution, HCA Healthcare.
That same passion for excellence in the classroom extends to our offices. At Galen, you'll find a culture deeply rooted in collaboration, innovation, and a shared commitment to improving the future of healthcare. Your work directly touches the next generation of nurses, and your contributions help our students pursue their dream of a compassionate career.
If you're looking for a career where you can make a difference, grow professionally, and be part of a caring team, we'd love for you to apply for the _Student Financial Services Specialist_ position today!
Click here to learn more about Galen! ( Overview:**
Position Goal: To provide information, guidance, and assistance regarding various types of financial assistance, including, but not limited to federal financial aid, state aid, workforce agencies, employer payments, and VA benefits, to facilitate the enrollment, persistence, and completion of students, consistent with the College's mission.
**Key Responsibilities:**
1. Assist and guide active students throughout their program, including but not limited to:
a. Contact current students about missing/incomplete documents.
b. Assist current students with completion of forms as needed.
c. Review financial aid application for accuracy and ensure eligible aid is packaged and disbursed in a timely manner.
d. Support students in the management of additional financing options, including state aid, workforce agencies, employer payments, VA benefits, etc.
e. Create payment arrangements on term balances to support campus cash collections.
f. At program end, track and document completion of Exit Counseling, following-up with students as necessary.
2. Provide continued support and education to students and their parents on topics related to Financial Aid, including, but not limited to Title IV Federal Financial Aid, eligibility, financial literacy, and loan repayment.
3. Thoroughly document student communication in the student information system, including, but not limited to email, phone calls, text messages, and meetings.
4. Assist in other phases of financial aid, enrollment, and student support, as necessary.
5. Maintain confidentiality of students and student information. Follow guidelines by regulatory bodies such as FERPA, the Department of Education, other Galen accrediting agencies, federal, state and local laws, etc.
6. Maintain current knowledge of college policies and processes and relevant accreditation and regulatory requirements.
7. Attend financial aid training, workshops and seminars, as necessary or requested by the College.
8. Other duties as assigned.
**Position Requirements:**
+ Education: Minimum of a bachelor's degree. Equivalent experience in lieu of a degree will be considered.
+ Experience: Experience working with Federal Financial Aid programs preferred, but not required. Experience working with customer financial accounts preferred, but not required.
+ Skills: Must possess excellent written and oral communication skills. Must possess excellent customer service skills. Strong organizational skills and an ability to prioritize and complete simultaneous projects while meeting deadlines. Ability to maintain confidentiality and discretion at all times. Must be a team player by assisting and encouraging other Galen employees.
+ Special Qualifications: Working knowledge of Microsoft Office products. Must be able to secure access to all Department of Education websites, including, but not limited to NSLDS, COD, CPS, etc. Candidates should have no prior history of student loan default.
+ Physical/Mental Demands & Work Environment: Must be able to sit at a computer desk for eight hours each day. Must be available to work flexible schedule to include some evenings and occasional weekends.
+ Degree of Supervision: Minimal
**Benefits**
At Galen College of Nursing, we want to ensure your needs are met. We offer a comprehensive package of medical, dental, and vision plans, tuition discounts, along with unique benefits, including:
+ Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.
+ Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance, and more.
+ Free counseling services and resources for emotional, physical, and financial well-being
+ 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)
+ Employee Stock Purchase Plan with 10% off HCA Healthcare stock
+ Family support through fertility and family building benefits with Progyny and adoption assistance.
+ Referral services for children, elders, and pet care, home and auto repair, event planning, and more.
+ Consumer discounts through Abenity.
+ Retirement readiness, rollover assistance services, and preferred banking partnerships.
+ Education assistance (tuition, student loan, certification support, dependent scholarships).
+ Colleague recognition program.
+ Time Away from Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence).
+ Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits. ( Eligibility for benefits may vary by location._
Galen College of Nursing is recognized as a 2023 National League of Nursing (NLN) Center of Excellence (COE). ( Compassionate Care Model Values**
+ Inclusivity: I foster an environment that provides opportunity for every individual to reach their full potential.
+ Character: I act with integrity and compassion in all I do.
+ Accountability: I own my role and accept responsibility for my actions.
+ Respect: I value every person as an individual with unique contributions worthy of consideration.
+ Excellence: I commit myself to the highest level of quality in everything I do.
Learn more about our vision and mission ( .
Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering respectful, compassionate care, and where the unique and intrinsic worth of each individual is recognized. _Submit your application for the opportunity below:_
Student Financial Services Specialist
Galen College of Nursing
#IND-GCN
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Financial Services Manager - Regulatory & Financial Risk

78703 Austin, Texas Deloitte

Posted 15 days ago

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Job Description

Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Industry Sales Executive- Financial Services

New
78703 Austin, Texas Oracle

Posted today

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Job Description

**Job Description**
Are you a sales pro looking to excel in an exciting, large-scale arena? Oracle is a market leader in Cloud ERP because we connect thousands of companies with enterprise products they can trust. This is your opportunity to use your experience with ERP/ERM/CX Sales & Service/HCM to make a big splash in your career.
We're looking for an Industry Sales Executive to provide expertise in finance and budgeting solutions tied to Oracle's suite of products. Using your knowledge of ERP, HCM and CX, you'll work alongside Oracle's best sales executives to solve sophisticated customer problems and translate customer requirements into technical solutions.
By selling our software/solutions, you'll play a crucial role in driving the continued success of Oracle's Enterprise Applications in North America. If you're ready to bring your sales skills to the forefront of ERP, come and join us!
**About Oracle ERP, HCM and CX**
Oracle's outstanding suite of products-including Oracle Cloud Enterprise Resource Management (ERP), Enterprise Performance Management (EPM), and Supply Chain Management (SCM), Customer Experience in Sales and Service (CX), and Human Capital Management (HCM) -provides end-to-end solutions with mobile optimization through cloud deployments.
Oracle's ERP Cloud enables companies to streamline their business processes with financials, procurement, and project portfolio/risk management. Our EPM Cloud allows companies of any size to drive predictable performance, report with confidence, and connect their entire organization. Our SCM Cloud helps companies rapidly deploy Oracle's supply chain management functionality with minimal risk, low cost, and maximum flexibility.
Our CX Sales helps companies to improve sales productivity and creates better experiences for your buyers, while CX Service Help customers get answers faster, free your agents to handle more complex tasks, and reduce cost with self-service tools.
Oracle's HCM Cloud is a complete cloud solution that connects every human resource process-and every person-across your enterprise.
you'll do**
+ Sell business applications software/solutions to prospective and existing clients
+ Manage sales through forecasting, account resource allocation, account strategy, and planning
+ Provide insight on finance solutions linked to Oracle's product suite
+ Collaborate with sales executives to address customer challenges
+ Find technical solutions aligning with customer requirements
**What you'll bring**
+ Bachelor's degree or equivalent
+ 5+ years of ERP, EPM, SCM, CX, or HCM enterprise-level sales experience
+ A successful track record of meeting/exceeding annual sales quotas
+ The ability to penetrate accounts and meet with stakeholders within accounts at C-suite and LOB
+ Oracle knowledge and/or knowledge of Oracle's competitors
+ Strong collaborative and interpersonal skills
+ Excellent communication, negotiation, and closing skills with prospects/customers
+ The flexibility to travel as needed
**What we'll offer you**
+ A competitive salary and exciting benefits
+ Flexible and remote working options to encourage work-life balance
+ Learning and development opportunities to advance your career
+ Opportunities to make an impact in one of the world's leading cloud companies
+ Accommodations for individuals with disabilities
+ A diverse, inclusive culture that champions what makes you unique
**Responsibilities**
Primary job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $66,700 to $117,000 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC2
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
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Industry Sales Executive- Financial Services

78703 Austin, Texas Oracle

Posted 5 days ago

Job Viewed

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Job Description

**Job Description**
Are you a sales pro looking to excel in an exciting, large-scale arena? Oracle is a market leader in Cloud ERP because we connect thousands of companies with enterprise products they can trust. This is your opportunity to use your experience with ERP/ERM/CX Sales & Service/HCM to make a big splash in your career.
We're looking for an Industry Sales Executive to provide expertise in finance and budgeting solutions tied to Oracle's suite of products. Using your knowledge of ERP, HCM and CX, you'll work alongside Oracle's best sales executives to solve sophisticated customer problems and translate customer requirements into technical solutions.
By selling our software/solutions, you'll play a crucial role in driving the continued success of Oracle's Enterprise Applications in North America. If you're ready to bring your sales skills to the forefront of ERP, come and join us!
**About Oracle ERP, HCM and CX**
Oracle's outstanding suite of products-including Oracle Cloud Enterprise Resource Management (ERP), Enterprise Performance Management (EPM), and Supply Chain Management (SCM), Customer Experience in Sales and Service (CX), and Human Capital Management (HCM) -provides end-to-end solutions with mobile optimization through cloud deployments.
Oracle's ERP Cloud enables companies to streamline their business processes with financials, procurement, and project portfolio/risk management. Our EPM Cloud allows companies of any size to drive predictable performance, report with confidence, and connect their entire organization. Our SCM Cloud helps companies rapidly deploy Oracle's supply chain management functionality with minimal risk, low cost, and maximum flexibility.
Our CX Sales helps companies to improve sales productivity and creates better experiences for your buyers, while CX Service Help customers get answers faster, free your agents to handle more complex tasks, and reduce cost with self-service tools.
Oracle's HCM Cloud is a complete cloud solution that connects every human resource process-and every person-across your enterprise.
you'll do**
+ Sell business applications software/solutions to prospective and existing clients
+ Manage sales through forecasting, account resource allocation, account strategy, and planning
+ Provide insight on finance solutions linked to Oracle's product suite
+ Collaborate with sales executives to address customer challenges
+ Find technical solutions aligning with customer requirements
**What you'll bring**
+ Bachelor's degree or equivalent
+ 5+ years of ERP, EPM, SCM, CX, or HCM enterprise-level sales experience
+ A successful track record of meeting/exceeding annual sales quotas
+ The ability to penetrate accounts and meet with stakeholders within accounts at C-suite and LOB
+ Oracle knowledge and/or knowledge of Oracle's competitors
+ Strong collaborative and interpersonal skills
+ Excellent communication, negotiation, and closing skills with prospects/customers
+ The flexibility to travel as needed
**What we'll offer you**
+ A competitive salary and exciting benefits
+ Flexible and remote working options to encourage work-life balance
+ Learning and development opportunities to advance your career
+ Opportunities to make an impact in one of the world's leading cloud companies
+ Accommodations for individuals with disabilities
+ A diverse, inclusive culture that champions what makes you unique
Career Level - IC2
LI-AR1
**Responsibilities**
Primary job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $66,700 to $117,000 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC2
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
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Tax Director - Personal Financial Services

78703 Austin, Texas PwC

Posted 5 days ago

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Job Description

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Support team to disrupt, improve and evolve ways of working when necessary.
+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
+ Identify gaps in the market and spot opportunities to create value propositions.
+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
+ Create an environment where people and technology thrive together to accomplish more than they could apart.
+ I promote and encourage others to value difference when working in diverse teams.
+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
+ Influence and facilitate the creation of long-term relationships which add value to the firm.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the PwC Private Personal Financial Services team you are expected to lead the creation and implementation of impactful financial advisory services. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
- Lead the creation and implementation of financial advisory services
- Set strategic direction and drive business development
- Oversee multiple projects and maintain executive-level client relations
- Mentor and develop future leaders
- Maintain the firm's reputation for quality, integrity, and inclusion
- Assist clients in improving operational efficiency and personal wealth strategy
- Develop, design, and implement plans to achieve personal wealth goals
- Provide advisory services for audit, tax compliance, and planning
What You Must Have
- Bachelor's Degree in Accounting
- 8 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Consulting with affluent individuals
- Financial planning and wealth transfer planning
- Business succession planning or trust and estate work
- Possessing technical skills with Form 1040 and Form K1
- Identifying and addressing client needs
- Developing and sustaining profound client relationships
- Leading as a business advisor and developing new relationships
- Leading teams to generate a vision and establish direction
- Innovating through new and existing technologies
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $150,000 - $438,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
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Tax Manager - Personal Financial Services

78703 Austin, Texas PwC

Posted 5 days ago

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Job Description

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the PwC Private Personal Financial Service team you shall help individuals with significant wealth and private wealth management structures with a range of advisory needs such as audit, tax compliance, and planning to improve their operational efficiency. As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. You shall also help clients develop, design, and implement plans to achieve their personal wealth goals and maintenance for future generations.
Responsibilities
- Supervise and mentor team members
- Manage client service accounts and engagements
- Solve complex problems for exceptional outcomes
- Assist clients in achieving personal wealth objectives
- Develop and implement wealth management plans
- Improve clients' operational efficiency
- Assure timely and quality deliverables
- Build and maintain client relationships
What You Must Have
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- In-depth knowledge in individual income tax planning
- Proficiency in financial and wealth transfer planning
- Skills in business succession and trust and estate work
- Technical skills in income tax filings
- Building and maintaining client relationships
- Managing project workflow, budgets, and billing
- Preparing complex written and verbal communications
- Supervising teams and fostering trust
- Coaching staff with meaningful feedback
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
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Strategic Account Executive, Financial Services

78703 Austin, Texas Confluent

Posted 26 days ago

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Job Description

**Location:**
Remote, Illinois
**Employment Type:**
FullTime
**Location Type:**
Remote
**Department**
Sales, Global Sales
**Compensation:**
$159K - $186.8K - Offers Equity - Offers Commission
_At Confluent, we are committed to providing competitive pay and benefits that are in line with industry standards. We analyze and carefully consider several factors when determining compensation, including work history, education, professional experience, and location. The actual pay may vary depending on your skills, qualifications, experience, and work location. In addition, Confluent offers a wide range of employee benefits. To learn more about our benefits click_ here ( _._
**Overview**
We're not just building better tech. We're rewriting how data moves and what the world can do with it. With Confluent, data doesn't sit still. Our platform puts information in motion, streaming in near real-time so companies can react faster, build smarter, and deliver experiences as dynamic as the world around them.
It takes a certain kind of person to join this team. Those who ask hard questions, give honest feedback, and show up for each other. No egos, no solo acts. Just smart, curious humans pushing toward something bigger, together.
One Confluent. One Team. One Data Streaming Platform.
**About the Role:**
As a member of the Confluent Sales Team, the Strategic Account Executive is responsible for selling Confluent solutions to our financial services segment. We expect you to use your prospecting, sales, negotiation, and leadership skills to effectively sell Confluent offerings to leading companies to meet and exceed your quarterly sales target. You must possess a "consumption/growth" mentality with a proven track record of success within a value-driven sales model.
**What You Will Do:**
+ Responsible for driving revenue growth in our large, complex, and highly visible accounts with the Financial Services sector.
+ Proactively prospect, identify, qualify, develop, and close a sales pipeline while continuing to grow consumption in current customer accounts.
+ Leading, driving, and executing a strategic complex sales cycle with responsibility for demonstrating the value of Confluent at C-Level.
+ Become an in-depth expert/SME of Confluent offerings, product suites, and competitive landscape.
+ Develop a deep understanding of your customers, their strategies, and business goals to become a trusted advisor.
+ Work closely with our partner ecosystem teams to sell to or through the ecosystem.
+ Align closely with our Solutions Engineering team on technical wins, Professional Services to deliver world-class customer experience, and Customer Success Management to identify and close expansion opportunities and renewals.
**What You Will Bring:**
+ 12+ years of experience in quota-carrying sales roles in a competitive market with a focus on growing consumption within accounts/territory, ideally with a focus on organizations in the financial services sector.
+ Prior experience in Big Data, Consumption, Cloud, SaaS, Open Source, or Enterprise IT Solutions.
+ Previous sales methodology training (i.e. MEDDPICC, Challenger, etc.).
+ Prior experience in leading and executing a highly complex sales strategy to increase and drive revenue growth.
+ Consistent track record of success and history of overachieving and hitting quota attainment.
+ Ability to articulate, educate, and sell the business value to businesses of all sizes.
+ Experience developing and improving processes and managing change within an organization.
+ Exceptional skills in relationship-building, customer relations, and negotiation skills.
+ Open to Travel to customer locations as needed.
+ BS/BA degree or equivalent preferred.
**Ready to build what's next? Let's get in motion.**
**Come As You Are**
Belonging isn't a perk here. It's the baseline. We work across time zones and backgrounds, knowing the best ideas come from different perspectives. And we make space for everyone to lead, grow, and challenge what's possible.
We're proud to be an equal opportunity workplace. Employment decisions are based on job-related criteria, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other classification protected by law.
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Director, Product Marketing - Financial Services

78703 Austin, Texas Sage

Posted 7 days ago

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Job Description

Director, Product Marketing - Financial Services
Job Description:
We are hiring a strategic Director, Product Marketing - Financial Services to lead go-to-market strategy and revenue plans for our Financial Services vertical. This role will be pivotal in driving Sage's growth by shaping market strategy, aligning with Business Units, and executing plans that meet the evolving needs of financial services organizations.
The Director will own the vertical's growth strategy across North America, translating global priorities into regional execution and measurable outcomes. Success will be defined by winning market share, generating opportunities, and delivering annual recurring revenue (ARR) growth. By creating clarity and alignment across GTM functions, this leader will ensure Sage seizes market opportunities, mitigates risks, and accelerates momentum for sustainable growth.
This role is hybrid in office, 3 days per week. (Austin, Portland Atlanta or Lawrenceville)
Key Responsibilities:
In this role, you will:
- Translate our global Business Unit strategy into go-to-market plans tailored for the Financial Services market.
- Shape and localize our value proposition and messaging into simple, compelling stories that cut through the noise-and bring these to life through briefs that fuel demand generation, business development, partners, and sales.
- Drive clarity and alignment across teams by championing customer and buyer needs, creating belief in our mission, and uniting stakeholders around shared goals.
- Lead cross-functional teams to build and deliver end-to-end execution plans designed to hit revenue and growth targets while staying within cost and margin expectations.
- Oversee execution of these plans, ensuring performance is tracked, risks and opportunities are identified, and strategies are adjusted to keep momentum strong.
- Leverage customer, market, competitor, and performance insights to influence future strategy and shape offerings that unlock even greater growth.
Requirements:
- 5+ years of experience in Product Marketing and/or Growth roles (Growth marketing, sales etc)
- Proficient in the us of analytics software (Microsoft BI/Tableau etc)
- Bachelor/Masters degree or equivalent experience preferred
- Financial Services experience
Perks? We have plenty.
- Competitive salaries that landed us top 5% of similar sized companies (according to Comparably)
- Comprehensive health, dental and vision coverage
- 401(k) retirement match (100% matching up to 4%)
- 32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
- 18 weeks paid parental leave for birth, adoption or surrogacy offered 1 year after start date
- 5 days paid yearly to volunteer (through Sage Foundation)
- $5,250 tuition reimbursement per calendar year starting 6 months after hire date
- Sage Wellness Rewards Program ($00 wellness credit and 360 fitness reimbursement annually)
- Library of on demand career development options and ongoing training offerings
Dig deeper about who we are:
- Who is Sage: Life at Sage: Our Values & Behaviors: How we make a difference: Sage Business Cloud - SaaS for Every Business: to Revenue
Country:
United States
Office Location:
Atlanta;Austin;Lawrenceville
Work Place type:
Hybrid
Advert
Working at Sage means you're supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Our colleagues are the best of the best. Because to achieve extraordinary outcomes, we need extraordinary teams. This means infusing Sage with people who knock down barriers, continuously innovate, and want to experience their potential.
Learn more about working at Sage:sage.com/en-us/company/careers/working-at-sage/
Watch a video about our culture:youtube.com/watch?v=h1-vs3zIpnc
We celebrate individuality and welcome you to join us if you embrace all backgrounds, identities, beliefs, and ways of working. If you need support applying, reach out
Learn more about DEI at Sage:sage.com/en-us/company/careers/diversity-equity-and-inclusion/
Equal Employment Opportunity (EEO)
Sage is committed to Equal Employment Opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities.
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Sage will be based on merit, qualifications, and abilities. Sage does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, protected disability, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.
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Customer Growth Strategist - Financial Services

78703 Austin, Texas Accenture

Posted 16 days ago

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Job Description

We Are
Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: Purpose
+ Support the development and delivery of customer-led growth strategies by identifying opportunities, validating ideas, and contributing to market launch planning. Consultants work closely with Managers and client teams to turn insights into market-ready propositions.
Key Responsibilities
+ Conduct research and analysis on customer needs, market trends, and competitive activity.
+ Execute rapid testing protocols with real and synthetic customers to validate concepts.
+ Synthesize findings into actionable recommendations for prioritization and launch.
+ Collaborate with design, product, and marketing functions to shape propositions.
+ Assist in building business cases for high-priority growth opportunities.
What Success Looks Like
+ Producing insight and recommendations that directly shape client growth decisions.
+ Effectively applying proprietary methods to accelerate and de-risk validation.
+ Building skills in structured problem-solving and client engagement.
Basic Qualifications:
+ 3+ years in strategy consulting, corporate innovation, or customer insight roles focusing on customer growth for the financial services industry.
Preferred Qualifications:
+ Demonstrated consulting experience with client-facing delivery.
+ MBA or relevant innovation program experience a plus.
+ Strong research and analysis skills.
+ Exposure to concept testing, prototyping, or agile product/service development.
+ Excellent communication and collaboration skills.
+ Understanding of AI/ GenAI
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $63,800 to $96,000
Cleveland 59,100 to 156,800
Colorado 63,800 to 169,300
District of Columbia 68,000 to 180,300
Illinois 59,100 to 169,300
Maryland 63,800 to 169,300
Massachusetts 63,800 to 180,300
Minnesota 63,800 to 169,300
New York/New Jersey 59,100 to 196,000
Washington 68,000 to 180,300
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement ( is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
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